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Choice Wealth Advisors

Latest statistics and disclosures from Choice Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPYV, DGRW, JIRE, SPYG, IHDG, and represent 54.94% of Choice Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: FTGC, IHDG, JPST, JIRE, JMEE, FXL, GE, SPY, FPE, JHMM.
Started 2 new stock positions in GE, SPY.
Reduced shares in these 10 stocks: AAPL, SPYV, SPYG, SHEL, DGRW, EELV, JPSE, BRK.B, UPS, PKST.
Sold out of its position in SHEL.
Choice Wealth Advisors was a net buyer of stock by $1.2M.
Choice Wealth Advisors has $200M in assets under management (AUM), dropping by 6.15%.
Central Index Key (CIK): 0001842357

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Positions held by Choice Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Choice Wealth Advisors

Choice Wealth Advisors holds 30 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	13.9	$28M		526k	52.86	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	13.8	$28M		331k	83.21	View chart
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)	10.0	$20M		302k	66.03	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	9.7	$19M		233k	82.94	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	7.7	$15M	+3%	335k	45.70	View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)	6.0	$12M		461k	26.09	View chart
John Hancock Exchange Traded Multifactor Mi (JHMM)	6.0	$12M		198k	60.20	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	5.1	$10M	+3%	200k	50.74	View chart
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)	4.6	$9.1M	+2%	149k	60.96	View chart
First Tr Exchange Traded Tech Alphadex (FXL)	4.2	$8.4M	+3%	61k	138.64	View chart
Apple (AAPL)	4.0	$7.9M	-6%	34k	233.00	View chart
First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC)	3.5	$6.9M	+9%	292k	23.69	View chart
Amazon (AMZN)	3.0	$6.0M		32k	186.33	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	2.7	$5.4M		301k	18.10	View chart
NVIDIA Corporation (NVDA)	1.2	$2.5M		20k	121.44	View chart
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN)	1.1	$2.2M		44k	51.21	View chart
First Tr Exchange Traded Finls Alphadex (FXO)	1.1	$2.1M		42k	51.13	View chart
Tesla Motors (TSLA)	0.5	$929k		3.6k	261.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$869k		1.9k	460.26	View chart
State Street Corporation (STT)	0.3	$597k		6.8k	88.47	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$535k		1.1k	488.07	View chart
Peakstone Realty Trust Common Shares (PKST)	0.2	$429k		32k	13.63	View chart
United Parcel Service CL B (UPS)	0.2	$381k		2.8k	136.34	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.2	$313k	-2%	2.0k	154.02	View chart
Ishares Tr Aggres Alloc Etf (AOA)	0.1	$252k		3.2k	78.91	View chart
Teradyne (TER)	0.1	$238k		1.8k	133.91	View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)	0.1	$222k	-11%	4.6k	48.03	View chart
Ge Aerospace Com New (GE)	0.1	$221k	NEW	1.2k	188.58	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.1	$214k		3.6k	59.23	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$200k	NEW	349.00	573.76	View chart

Past Filings by Choice Wealth Advisors

SEC 13F filings are viewable for Choice Wealth Advisors going back to 2020

Choice Wealth Advisors 2024 Q3 filed Oct. 7, 2024
Choice Wealth Advisors 2024 Q2 filed July 15, 2024
Choice Wealth Advisors 2024 Q1 filed April 18, 2024
Choice Wealth Advisors 2023 Q4 filed Jan. 12, 2024
Choice Wealth Advisors 2023 Q3 filed Oct. 10, 2023
Choice Wealth Advisors 2023 Q2 filed July 14, 2023
Choice Wealth Advisors 2023 Q1 filed April 6, 2023
Choice Wealth Advisors 2022 Q4 filed Jan. 25, 2023
Choice Wealth Advisors 2022 Q3 filed Nov. 9, 2022
Choice Wealth Advisors 2022 Q2 filed Aug. 9, 2022
Choice Wealth Advisors 2022 Q1 filed April 12, 2022
Choice Wealth Advisors 2021 Q4 filed Feb. 14, 2022
Choice Wealth Advisors 2021 Q3 filed Oct. 13, 2021
Choice Wealth Advisors 2021 Q2 filed July 23, 2021
Choice Wealth Advisors 2021 Q1 filed April 16, 2021
Choice Wealth Advisors 2020 Q4 filed Feb. 12, 2021

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