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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 : 14     View All Holdings Currently Viewing:  Unchanged 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
   (IWB)1 Year Chart         IWB ishares trust Russell 1000 26 - $290.85 $909,000 3,157 0.34% 81,000 0 0.002    Closed - End Fund - E...
   (HD)1 Year Chart         HD Home Depot Inc 36 - $330.59 $549,000 1,431 0.21% 53,000 0 0    Home Improvement Stores
   (LDOS)1 Year Chart         LDOS Leidos Holdings, Inc. 37 - $149.92 $482,000 3,674 0.18% 84,000 0 0.003    Technical Services
   (KLAC)1 Year Chart         KLAC KLA-Tencor Corp 41 - $771.71 $419,000 600 0.16% 70,000 0 0    Semiconductor Equipme...
   (CI)1 Year Chart         CI Cigna Corporation 45 - $336.47 $314,000 864 0.12% 55,000 0 0    Health Care Plans
   (SAIC)1 Year Chart         SAIC Science Applications Intern... 46 - $137.29 $307,000 2,354 0.12% 14,000 0 0.004    N/A
   (GE)1 Year Chart         GE General Electric Co 47 - $160.81 $305,000 1,738 0.12% 83,000 0 0    Conglomerates
   (SYK)1 Year Chart         SYK Stryker Corp 49 - $335.42 $290,000 810 0.11% 47,000 0 0    Medical Instruments &...
   (INDV)1 Year Chart         INDV Indivior Ord Shs 50 - $0.00 $281,000 13,100 0.11% 81,000 0 0.01    N/A
   (ORCL)1 Year Chart         ORCL Oracle Corp 51 - $124.60 $279,000 2,218 0.11% 45,000 0 0    Application Software
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 55 - $0.00 $262,000 4,555 0.1% 10,000 0 0.017    N/A
   (PLD)1 Year Chart         PLD ProLogis Inc 63 - $109.22 $205,000 1,571 0.08% -4,000 0 0    REIT - Industrial
   (T)1 Year Chart         T AT&T Corp 65 - $17.50 $181,000 10,261 0.07% 9,000 0 0    Long Distance Carriers
   (MRT)1 Year Chart         MRT Marti Technologies 66 - $0.00 $29,000 35,000 0.01% 6,000 0 0.243    N/A

      14 Records Found
  1    
Page 1 of 1
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