Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 $380,910,331
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 156,230 $107,300,375 28.17%
2.
Invesco Qqq Tr
 89,921 $66,217,859 17.38%
3.
Ishares Trust
 IEF 532,055 $41,026,783 10.77%
4.
Ishares Trust
 IEF 170,022 $25,215,931 6.62%
5.
Capital Group Dividend Value
 498,563 $24,569,198 6.45%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.