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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 $296,844,705
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 168,767 $90,933,260 30.63%
2.
Invesco Qqq Tr
 112,916 $57,725,995 19.44%
3.
Ishares Trust
 IEF 559,481 $34,861,255 11.74%
4.
Ishares Trust
 IEF 203,364 $23,431,626 7.89%
5.
Vanguard Index Fds - VALUE ETF
 90,903 $15,389,810 5.18%
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)