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  Name: CJM Wealth Advisers Ltd.
  City: FALLS CHURCH
  State: VA
  Zip: 22042
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $263,888,000
  Total Value Change : $37,327,000
  Securities Held Change : 7
   
All Securities Held : 66
  New Positions : 8
  Closed Positions : 1
  Increased Positions : 18
  Unchanged Positions : 14
  Decreased Positions : 26

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 8     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (HTAB)1 Year Chart         HTAB Hartford Schroders Tax-awar... 43 New $0.00 $351,000 17,907 0.13% 351,000 17,907 0.199    N/A
   (AOM)1 Year Chart         AOM iShares Trust 54 New $42.63 $266,000 6,215 0.1% 266,000 6,215 0.019    Closed - End Fund - Debt
   (DIS)1 Year Chart         DIS Walt Disney Co 56 New $101.76 $257,000 2,101 0.1% 257,000 2,101 0    Entertainment - Diver...
   (AXP)1 Year Chart         AXP American Express Co 58 New $238.18 $239,000 1,049 0.09% 239,000 1,049 0    Credit Services
   (CGDV)1 Year Chart         CGDV Capital Group Dividend Valu... 60 New $0.00 $229,000 7,037 0.09% 229,000 7,037 0.001    N/A
   (VTI)1 Year Chart         VTI Vanguard Total Stock Market... 61 New $261.87 $216,000 833 0.08% 216,000 833 0    Closed - End Fund - E...
   (IVV)1 Year Chart         IVV iShares Core S&P 500 Etf 62 New $532.15 $209,000 398 0.08% 209,000 398 0    Closed - End Fund - E...
   (WMT)1 Year Chart         WMT Wal-Mart Stores Inc 64 New $60.24 $202,000 3,354 0.08% 202,000 3,354 0    Discount, Variety Stores

      8 Records Found
  1    
Page 1 of 1
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