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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
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
GOOGAlphabet Inc
Recent Activity
Decreased -4.61%
0.41%
$1.19M
6,248 shares@ $190.44 avg price
VOVanguard Index Fds
Recent Activity
0.37%
$1.091M
4,130 shares@ $264.16 avg price
IWBIshares Tr
Recent Activity
0.35%
$1.017M
3,157 shares@ $322.16 avg price
IBMInternational Business Machs
Recent Activity
Increased 0.12%
0.33%
$973,361
4,428 shares@ $219.82 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -3.81%
0.32%
$948,452
3,957 shares@ $239.69 avg price
GOOGLAlphabet Inc
Recent Activity
Increased 3.03%
0.31%
$903,714
4,774 shares@ $189.3 avg price
ESGVVanguard World Fd
Recent Activity
0.29%
$839,959
8,008 shares@ $104.89 avg price
VGSHVanguard Scottsdale Fds
Recent Activity
Decreased -16.91%
0.28%
$820,670
14,106 shares@ $58.18 avg price