Tracey A. Baker

@Cjm Wealth Advisers, Ltd.

Latest period2024 - Q4

Reported8d ago

Managed Assets$296.845M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
CATCaterpillar Inc Recent Activity Increased 0.09%	0.15%	$435,529 1,201 shares@ $362.64 avg price	Increased 0.09%
CVXChevron Corp New Recent Activity Increased 5.08%	0.15%	$420,124 2,901 shares@ $144.83 avg price	Increased 5.08%
IWNIshares Tr Recent Activity Increased 0.09%	0.13%	$372,956 2,272 shares@ $164.16 avg price	Increased 0.09%
MCDMcdonalds Corp Recent Activity Increased 0.59%	0.12%	$349,618 1,206 shares@ $289.9 avg price	Increased 0.59%
GEGe Aerospace Recent Activity Increased 0.23%	0.1%	$292,527 1,754 shares@ $166.78 avg price	Increased 0.23%
DISDisney Walt Co Recent Activity Increased 3.61%	0.09%	$258,893 2,325 shares@ $111.36 avg price	Increased 3.61%
VUGVanguard Index Fds Recent Activity Increased 9.16%	0.09%	$244,622 596 shares@ $410.44 avg price	Increased 9.16%