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Tracey A. Baker

@Cjm Wealth Advisers, Ltd.

Latest period2024 - Q4ReportedManaged Assets$296.845MTotal holdings69
Assets growth rate1.72%Assets growth rate (2-Q avg)4.54%Continuous growth in asset value9 quarters

Portfolio positions

This chart displays the top 10 holdings in Cjm Wealth Advisers, Ltd.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 69 positions.

Assets under management

The assets under management (AUM) of Cjm Wealth Advisers, Ltd. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 9 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 296.845M in assets, with a quarterly growth rate of 1.72% and a 2-quarter average growth rate of 4.54%. The portfolio is managed by Tracey A. Baker, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VOOVanguard Index Fds
Recent Activity
Decreased -0.83%
30.64%
$90.933M
168,767 shares@ $538.81 avg price
QQQInvesco Qqq Tr
Recent Activity
Decreased -0.46%
19.45%
$57.726M
112,916 shares@ $511.23 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -3.94%
1.68%
$4.985M
46,337 shares@ $107.58 avg price
VBRVanguard Index Fds
Recent Activity
Decreased -5.35%
0.87%
$2.576M
12,998 shares@ $198.18 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -0.03%
0.74%
$2.19M
5,196 shares@ $421.51 avg price
IWDIshares Tr
Recent Activity
Decreased -2.86%
0.67%
$1.962M
10,597 shares@ $185.14 avg price
PGProcter And Gamble Co
Recent Activity
Decreased -5.58%
0.57%
$1.676M
9,999 shares@ $167.66 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -0.7%
0.52%
$1.52M
6,929 shares@ $219.39 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -4.61%
0.41%
$1.19M
6,248 shares@ $190.44 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.81%
0.32%
$948,452
3,957 shares@ $239.69 avg price