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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
AXPAmerican Express Co
Recent Activity
0.11%
$311,333
1,049 shares@ $296.8 avg price
NEENextera Energy Inc
Recent Activity
Decreased -3.42%
0.11%
$308,841
4,308 shares@ $71.7 avg price
WMTWalmart Inc
Recent Activity
0.11%
$302,763
3,351 shares@ $90.36 avg price
GEGe Aerospace
Recent Activity
Increased 0.23%
0.1%
$292,527
1,754 shares@ $166.78 avg price
SYKStryker Corporation
Recent Activity
0.1%
$291,641
810 shares@ $360.06 avg price
AGGIshares Tr
Recent Activity
0.1%
$288,181
2,974 shares@ $96.91 avg price
SAICScience Applications Intl Co
Recent Activity
0.09%
$263,130
2,354 shares@ $111.78 avg price
DISDisney Walt Co
Recent Activity
Increased 3.61%
0.09%
$258,893
2,325 shares@ $111.36 avg price
VSGXVanguard World Fd
Recent Activity
0.09%
$258,269
4,555 shares@ $56.71 avg price
VUGVanguard Index Fds
Recent Activity
Increased 9.16%
0.09%
$244,622
596 shares@ $410.44 avg price