Choice Wealth Advisors

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

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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 29 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 14.3 $27M 536k 51.07
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 13.7 $26M 330k 79.86
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 10.5 $20M +3% 252k 80.37
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J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE) 10.3 $20M 309k 63.72
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 7.8 $15M 345k 43.40
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 6.1 $12M 485k 24.28
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John Hancock Exchange Traded Multifactor Mi (JHMM) 6.0 $11M 200k 57.30
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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) 5.5 $11M 209k 50.63
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J P Morgan Exchange Traded F Small & Mid Cap (JMEE) 4.5 $8.6M +3% 154k 55.98
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First Tr Exchange Traded Tech Alphadex (FXL) 4.0 $7.6M 58k 132.25
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Apple (AAPL) 3.9 $7.5M 34k 222.13
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 3.8 $7.3M -4% 284k 25.52
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Amazon (AMZN) 3.2 $6.1M 32k 190.26
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NVIDIA Corporation (NVDA) 1.2 $2.3M 21k 108.38
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First Tr Exchange Traded Finls Alphadex (FXO) 1.1 $2.2M 41k 53.00
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 1.1 $2.1M 42k 48.93
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Tesla Motors (TSLA) 0.5 $946k +2% 3.7k 259.16
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $934k -3% 1.8k 532.58
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $618k +3% 1.1k 559.39
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State Street Corporation (STT) 0.3 $604k 6.8k 89.53
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $585k 1.2k 468.92
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Peakstone Realty Trust Common Shares (PKST) 0.2 $360k -3% 29k 12.60
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United Parcel Service CL B (UPS) 0.2 $313k 2.8k 110.00
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $297k 2.0k 146.01
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $276k +21% 4.4k 63.00
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Ishares Tr Core 80/20 Aggre (AOA) 0.1 $270k +8% 3.5k 76.50
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Ge Aerospace Com New (GE) 0.1 $220k NEW 1.1k 200.15
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Shell Spon Ads (SHEL) 0.1 $218k NEW 3.0k 73.28
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J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.1 $201k 4.6k 43.59
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Past Filings by Choice Wealth Advisors

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

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