StockDriftsStockDriftsTop 50 Cjm Wealth Advisers, Ltd. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | 28.7% | 157.7K | $94.2M | -3.10%(-5.04K) | $406.88(+63.51%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 15.52% | 88.3K | $51.0M | +1.37%(+1.19K) | $388.25(+75.56%) | 2026-03-31 | |
| IJH | ISHARES TR | 11.14% | 541.4K | $36.6M | -2.57%(-14.28K) | $53.49(+36.99%) | 2026-03-31 | |
| IJR | ISHARES TR | 6.62% | 174.9K | $21.7M | -1.97%(-3.51K) | $104.97(+31.58%) | 2026-03-31 | |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | 5.66% | 436.8K | $18.6M | +31.61%(+104.89K) | $40.96(+13.91%) | 2026-03-31 | |
| VTV | VANGUARD INDEX FDS | 4.05% | 67.8K | $13.3M | -5.12%(-3.66K) | $141.31(+46.15%) | 2026-03-31 | |
| VBK | VANGUARD INDEX FDS | 2.84% | 30.8K | $9.3M | -0.56%(-174) | $273.11(+25.13%) | 2026-03-31 | |
| XOM | EXXON MOBIL CORP | 2.43% | 46.9K | $8.0M | -1.25%(-592) | $64.22(+141.18%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2.28% | 15.6K | $7.5M | +0.32%(+50) | $306.01(+52.13%) | 2026-03-31 | |
| IWF | ISHARES TR | 2.01% | 15.4K | $6.6M | -2.39%(-378) | $285.58(-57.84%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.91% | +47.82% |
| Top 20 Holdings Unweighted | +12.16% | +41.08% |
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