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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
IVVIshares Tr
Recent Activity
0.09%
$240,929
409 shares@ $589.07 avg price
CIThe Cigna Group
Recent Activity
0.09%
$238,585
864 shares@ $276.15 avg price
TAt&t Inc
Recent Activity
Decreased -0.47%
0.08%
$233,893
10,272 shares@ $22.77 avg price
DDominion Energy Inc
Recent Activity
Decreased -8.71%
0.08%
$231,277
4,294 shares@ $53.87 avg price
LINLinde Plc
Recent Activity
0.08%
$228,594
546 shares@ $418.68 avg price
VTIVanguard Index Fds
Recent Activity
Decreased -6.6%
0.08%
$225,472
778 shares@ $289.81 avg price
SCHMSchwab Strategic Tr
Recent Activity
New Position
0.07%
$206,199
7,441 shares@ $27.72 avg price
INDVIndivior Plc
Recent Activity
0.06%
$162,833
13,100 shares@ $12.43 avg price
MRTMarti Technologies Inc
Recent Activity
0.04%
$118,650
35,000 shares@ $3.39 avg price