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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
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -16.91%
0.28%
$820,670
14,106 shares@ $58.18 avg price
NVDANvidia Corporation
Recent Activity
Decreased -30.79%
0.19%
$551,975
4,110 shares@ $134.31 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -3.41%
0.19%
$545,697
707 shares@ $771.85 avg price
TSLATesla Inc
Recent Activity
Decreased -23.18%
0.12%
$337,206
835 shares@ $403.84 avg price
NEENextera Energy Inc
Recent Activity
Decreased -3.42%
0.11%
$308,841
4,308 shares@ $71.7 avg price
TAt&t Inc
Recent Activity
Decreased -0.47%
0.08%
$233,893
10,272 shares@ $22.77 avg price
DDominion Energy Inc
Recent Activity
Decreased -8.71%
0.08%
$231,277
4,294 shares@ $53.87 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -6.6%
0.08%
$225,472
778 shares@ $289.81 avg price