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| Name: |
CJM Wealth Advisers Ltd. |
| City: |
FALLS CHURCH |
| State: |
VA |
| Zip: |
22042 |
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data |
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| Holdings
Found :
18 |
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Page 1 of 1 |
Menu
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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 |
|
VOO |
Vanguard S&P 500 Etf |
1 |
- |
$486.73 |
$78,316,000 |
162,920 |
29.68% |
8,381,000 |
2,813 |
0.018 |
Closed - End Fund - E... |
|
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QQQ |
Invesco QQQ Trust Series I |
2 |
- |
$457.95 |
$48,095,000 |
108,320 |
18.23% |
18,271,000 |
35,492 |
0.023 |
Closed - End Fund - Debt |
|
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IJH |
iShares S&P MidCap 400 Index |
3 |
- |
$59.52 |
$33,826,000 |
556,893 |
12.82% |
3,322,000 |
446,831 |
0.239 |
Closed - End Fund - E... |
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IWF |
iShares Russell 1000 Growth |
7 |
- |
$346.03 |
$5,944,000 |
17,635 |
2.25% |
772,000 |
577 |
0.007 |
Closed - End Fund - E... |
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VBK |
Vanguard Small Cap Gr VIPERS |
9 |
- |
$253.07 |
$4,407,000 |
16,903 |
1.67% |
685,000 |
1,507 |
0.032 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
10 |
- |
$189.98 |
$3,177,000 |
18,528 |
1.2% |
-371,000 |
100 |
0 |
Personal Computers |
|
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VBR |
Vanguard Small Cap Val VIPER |
12 |
- |
$187.02 |
$2,865,000 |
14,932 |
1.09% |
203,000 |
140 |
0.012 |
Closed - End Fund - E... |
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VIG |
Vanguard Dividend Appreciat... |
17 |
- |
$181.62 |
$1,894,000 |
10,372 |
0.72% |
212,000 |
500 |
0.003 |
Closed - End Fund - Debt |
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PG |
Procter & Gamble Co |
18 |
- |
$165.33 |
$1,721,000 |
10,607 |
0.65% |
169,000 |
14 |
0 |
Cleaning Products |
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AMZN |
Amazon.com Inc |
21 |
- |
$180.75 |
$1,223,000 |
6,778 |
0.46% |
235,000 |
276 |
0 |
Internet Software & S... |
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GOOG |
Alphabet Inc |
24 |
- |
$176.33 |
$997,000 |
6,550 |
0.38% |
94,000 |
140 |
0 |
Search Engines & Info... |
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TCAF |
T Rowe Price Capital Apprec... |
25 |
- |
$0.00 |
$982,000 |
32,471 |
0.37% |
385,000 |
10,862 |
0.036 |
N/A |
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IBM |
International Business Mach... |
29 |
- |
$170.89 |
$794,000 |
4,160 |
0.3% |
115,000 |
6 |
0 |
Diversified Computer ... |
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GOOGL |
Alphabet Inc |
32 |
- |
$174.99 |
$654,000 |
4,334 |
0.25% |
66,000 |
124 |
0 |
Search Engines & Info... |
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JNJ |
Johnson & Johnson |
34 |
- |
$146.97 |
$601,000 |
3,797 |
0.23% |
52,000 |
294 |
0 |
Drug Manufacturers - ... |
|
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MCD |
McDonalds Corp |
38 |
- |
$258.11 |
$466,000 |
1,653 |
0.18% |
-21,000 |
12 |
0 |
Restaurants |
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IWN |
iShares Russell 2000 Value |
42 |
- |
$155.17 |
$383,000 |
2,414 |
0.15% |
8,000 |
2 |
0.003 |
Closed - End Fund - E... |
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PEP |
Pepsico Inc |
53 |
- |
$177.99 |
$271,000 |
1,551 |
0.1% |
29,000 |
126 |
0 |
Beverage Soft Drinks... |
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