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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 $300,492,220
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 164,485 $93,432,522 31.09%
2.
Invesco Qqq Tr
 92,608 $51,086,490 17%
3.
Ishares Trust
 IEF 554,578 $34,394,950 11.45%
4.
Ishares Trust
 IEF 205,381 $22,446,073 7.47%
5.
Vanguard Index Fds - VALUE ETF
 92,308 $16,314,519 5.43%
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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