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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 $283,203,998
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 170,999 $87,878,089 31.03%
2.
Invesco Qqq Tr
 103,327 $48,452,027 17.11%
3.
Ishares Trust
 IEF 566,801 $33,072,836 11.68%
4.
Ishares Trust
 IEF 204,741 $21,409,791 7.56%
5.
Vanguard Index Fds - VALUE ETF
 91,143 $15,744,089 5.56%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)