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Home > Institutional Investor > Cjm Wealth Advisers, Ltd. > Profile

Instuitional Investor - Cjm Wealth Advisers, Ltd.

Fund Profile
Filing Period:
Fund Name: Cjm Wealth Advisers, Ltd.
Portfolio Value $325,451,468
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 162,523 $99,525,839 30.58%
2.
Invesco Qqq Tr
 88,434 $53,092,890 16.31%
3.
Ishares Trust
 IEF 553,671 $36,132,576 11.1%
4.
Ishares Trust
 IEF 179,697 $21,353,393 6.56%
5.
Vanguard Index Fds - VALUE ETF
 82,283 $15,344,948 4.71%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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