Cjm-Wealth-Advisers

AI_NATIVE detailed information: This accession holds the following tickers:[
  "VSGX",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "D",
  null,
  "HD",
  "MCD",
  "QCOM",
  "IJH",
  "DSM",
  null,
  "LIN",
  null,
  "MSFT",
  "GE",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "NOC",
  "IWF",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "LDOS",
  "PG",
  "VZ",
  "IBM",
  "SYK",
  "CI",
  "VNQ",
  "VO",
  "VOE",
  "INDV.L",
  "VIG",
  "IWN",
  null,
  "SAIC",
  "AMZN",
  "ESGV",
  "VUG",
  "VEA",
  "VBK",
  "VBR",
  "VOT",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "ADP",
  "BRK-B",
  "CVX",
  "IWB",
  "NEE",
  "QQQ",
  "IWM",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-14
Total Holdings: 67
Total Value: 283203998
Accession Number: 0001992748-25-000002
Form Type: 13F-HR
CIK: cjm-wealth-advisers
Manager Name: Cjm-Wealth-Advisers

Data Enrichment

94% identified

63 identified4 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

67 positions • $283.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Leidos Holdings, Inc.

LDOS|525327102

Shares:3.7K

Value:$495.8K

% of Portfolio:0.2% ($495.8K/$283.2M)

NVIDIA CORP

NVDA|67066G104

Shares:4.5K

Value:$491.7K

% of Portfolio:0.2% ($491.7K/$283.2M)

CHEVRON CORP

CVX|166764100

Shares:2.9K

Value:$478.8K

% of Portfolio:0.2% ($478.8K/$283.2M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:836

Value:$467.5K

% of Portfolio:0.2% ($467.5K/$283.2M)

KLA CORP

KLAC|482480100

Shares:600

Value:$407.9K

% of Portfolio:0.1% ($407.9K/$283.2M)

CATERPILLAR INC

CAT|149123101

Shares:1.2K

Value:$396.2K

% of Portfolio:0.1% ($396.2K/$283.2M)

MCDONALDS CORP

MCD|580135101

Shares:1.2K

Value:$375.2K

% of Portfolio:0.1% ($375.2K/$283.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:1.8K

Value:$351.0K

% of Portfolio:0.1% ($351.0K/$283.2M)

464287630

IWN|464287630

Shares:2.3K

Value:$343.1K

% of Portfolio:0.1% ($343.1K/$283.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:624

Value:$326.8K

% of Portfolio:0.1% ($326.8K/$283.2M)

ORACLE CORP

ORCL|68389X105

Shares:2.3K

Value:$322.4K

% of Portfolio:0.1% ($322.4K/$283.2M)

STRYKER CORP

SYK|863667101

Shares:810

Value:$301.5K

% of Portfolio:0.1% ($301.5K/$283.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:6.6K

Value:$301.4K

% of Portfolio:0.1% ($301.4K/$283.2M)

464287226

Shares:3.0K

Value:$294.2K

% of Portfolio:0.1% ($294.2K/$283.2M)

Walmart Inc.

WMT|931142103

Shares:3.4K

Value:$294.2K

% of Portfolio:0.1% ($294.2K/$283.2M)

Cigna Group

CI|125523100

Shares:864

Value:$284.3K

% of Portfolio:0.1% ($284.3K/$283.2M)

Science Applications International Corp

SAIC|808625107

Shares:2.4K

Value:$264.3K

% of Portfolio:0.1% ($264.3K/$283.2M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:953

Value:$256.4K

% of Portfolio:0.1% ($256.4K/$283.2M)

LINDE PLC

LIN|G54950103

Shares:546

Value:$254.2K

% of Portfolio:0.1% ($254.2K/$283.2M)

DOMINION ENERGY, INC

D|25746U109

Shares:4.3K

Value:$242.0K

% of Portfolio:0.1% ($242.0K/$283.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Leidos Holdings, Inc.(LDOScusip525327102)	3.7K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$495.8K	0.2% ($495.8K/$283.2M)	QoQ -6.33% (-$33.5K) YoY +2.93% (+$14.1K)
NVIDIA CORP(NVDAcusip67066G104)	4.5K	QoQ +10.38% (-427) YoY +407.49% (-3.6K)	All Managers (Combined)	$491.7K	0.2% ($491.7K/$283.2M)	QoQ -10.91% (-$60.3K) YoY -39.12% (-$316.1K)
CHEVRON CORP(CVXcusip166764100)	2.9K	QoQ -1.34% (-39) YoY +3.69% (+102)	All Managers (Combined)	$478.8K	0.2% ($478.8K/$283.2M)	QoQ +13.97% (-$58.7K) YoY +9.97% (+$43.4K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	836	QoQ -1.99% (-17) YoY +26.66% (+176)	All Managers (Combined)	$467.5K	0.2% ($467.5K/$283.2M)	QoQ -6.45% (-$32.2K) YoY +35.47% (+$122.4K)
KLA CORP(KLACcusip482480100)	600	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$407.9K	0.1% ($407.9K/$283.2M)	QoQ +7.88% (+$29.8K) YoY -2.68% (-$11.3K)
CATERPILLAR INC(CATcusip149123101)	1.2K	QoQ 0.00% (-0) YoY +0.25% (-3)	All Managers (Combined)	$396.2K	0.1% ($396.2K/$283.2M)	QoQ -9.02% (-$39.3K) YoY -9.75% (-$42.8K)
MCDONALDS CORP(MCDcusip580135101)	1.2K	QoQ -0.41% (-5) YoY -27.34% (-452)	All Managers (Combined)	$375.2K	0.1% ($375.2K/$283.2M)	QoQ +7.31% (-$25.6K) YoY -19.50% (-$90.9K)
GENERAL ELECTRIC CO(GEcusip369604301)	1.8K	QoQ 0.00% (+0) YoY +0.92% (+16)	All Managers (Combined)	$351.0K	0.1% ($351.0K/$283.2M)	QoQ +20.00% (+$58.5K) YoY +15.07% (+$46.0K)
(IWNcusip464287630)	2.3K	QoQ +0.04% (-1) YoY -5.84% (-141)	All Managers (Combined)	$343.1K	0.1% ($343.1K/$283.2M)	QoQ -7.99% (-$29.8K) YoY -10.50% (-$40.3K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	624	QoQ 0.00% (+0) YoY +3.31% (+20)	All Managers (Combined)	$326.8K	0.1% ($326.8K/$283.2M)	QoQ +3.53% (+$11.2K) YoY +9.37% (+$28.0K)
ORACLE CORP(ORCLcusip68389X105)	2.3K	QoQ 0.00% (-0) YoY +3.96% (+88)	All Managers (Combined)	$322.4K	0.1% ($322.4K/$283.2M)	QoQ -16.10% (-$61.9K) YoY +15.72% (+$43.8K)
STRYKER CORP(SYKcusip863667101)	810	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$301.5K	0.1% ($301.5K/$283.2M)	QoQ +3.38% (+$9.9K) YoY +4.01% (+$11.6K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	6.6K	QoQ NEW(+6.6K) YoY NEW(+6.6K)	All Managers (Combined)	$301.4K	0.1% ($301.4K/$283.2M)	QoQ NEW(+$301.4K) YoY NEW(+$301.4K)
(cusip464287226)✕	3.0K	QoQ 0.00% (+0) YoY NEW(+3.0K)	All Managers (Combined)	$294.2K	0.1% ($294.2K/$283.2M)	QoQ +2.08% (+$6.0K) YoY NEW(+$294.2K)
Walmart Inc.(WMTcusip931142103)	3.4K	QoQ 0.00% (-0) YoY -0.08% (-3)	All Managers (Combined)	$294.2K	0.1% ($294.2K/$283.2M)	QoQ -2.83% (-$8.6K) YoY +45.77% (-$92.4K)
Cigna Group(CIcusip125523100)	864	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$284.3K	0.1% ($284.3K/$283.2M)	QoQ +19.14% (+$45.7K) YoY -9.41% (-$29.5K)
Science Applications International Corp(SAICcusip808625107)	2.4K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$264.3K	0.1% ($264.3K/$283.2M)	QoQ +0.43% (+$1.2K) YoY -13.89% (-$42.7K)
AMERICAN EXPRESS CO(AXPcusip025816109)	953	QoQ -9.15% (-96) YoY -9.15% (-96)	All Managers (Combined)	$256.4K	0.1% ($256.4K/$283.2M)	QoQ -17.64% (-$54.9K) YoY +7.35% (-$17.6K)
LINDE PLC(LINcusipG54950103)	546	QoQ 0.00% (+0) YoY NEW(+546)	All Managers (Combined)	$254.2K	0.1% ($254.2K/$283.2M)	QoQ +11.21% (+$25.6K) YoY NEW(+$254.2K)
DOMINION ENERGY, INC(Dcusip25746U109)	4.3K	QoQ +0.53% (+23) YoY -8.71% (-412)	All Managers (Combined)	$242.0K	0.1% ($242.0K/$283.2M)	QoQ +4.65% (+$10.8K) YoY +4.04% (-$9.4K)