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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
CGDVCapital Group Dividend Value
Recent Activity
Increased 98.77%
0.17%
$493,197
13,987 shares@ $35.27 avg price
JNJJohnson & Johnson
Recent Activity
0.16%
$459,364
3,176 shares@ $144.64 avg price
CATCaterpillar Inc
Recent Activity
Increased 0.09%
0.15%
$435,529
1,201 shares@ $362.64 avg price
CVXChevron Corp New
Recent Activity
Increased 5.08%
0.15%
$420,124
2,901 shares@ $144.83 avg price
ORCLOracle Corp
Recent Activity
0.13%
$384,272
2,306 shares@ $166.65 avg price
KLACKla Corp
Recent Activity
0.13%
$378,072
600 shares@ $630.12 avg price
IWNIshares Tr
Recent Activity
Increased 0.09%
0.13%
$372,956
2,272 shares@ $164.16 avg price
MCDMcdonalds Corp
Recent Activity
Increased 0.59%
0.12%
$349,618
1,206 shares@ $289.9 avg price
TSLATesla Inc
Recent Activity
Decreased -23.18%
0.12%
$337,206
835 shares@ $403.84 avg price
UNHUnitedhealth Group Inc
Recent Activity
0.11%
$315,657
624 shares@ $505.87 avg price