test

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
VOEVanguard Index Fds
Recent Activity
Increased 0.07%
0.45%
$1.308M
8,088 shares@ $161.77 avg price
VVisa Inc
Recent Activity
Increased 1.64%
0.42%
$1.237M
3,914 shares@ $316.02 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.12%
0.33%
$973,361
4,428 shares@ $219.82 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.03%
0.31%
$903,714
4,774 shares@ $189.3 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 0.2%
0.26%
$752,609
2,571 shares@ $292.74 avg price
HDHome Depot Inc
Recent Activity
Increased 4.84%
0.22%
$624,329
1,605 shares@ $389.0 avg price
VNQVanguard Index Fds
Recent Activity
Increased 9.45%
0.2%
$565,709
6,351 shares@ $89.08 avg price
NOCNorthrop Grumman Corp
Recent Activity
Increased 0.1%
0.18%
$508,013
1,083 shares@ $469.08 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 0.12%
0.17%
$499,711
853 shares@ $585.83 avg price
CGDVCapital Group Dividend Value
Recent Activity
Increased 98.77%
0.17%
$493,197
13,987 shares@ $35.27 avg price