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 26 positions in its portfolio as reported in the March 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) 16.0 $27M -3% 528k 50.10
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Wisdomtree Tr Us Qtly Div Grt (DGRW) 15.3 $25M -2% 331k 76.19
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 10.7 $18M -5% 241k 73.15
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Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 8.9 $15M 322k 45.94
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John Hancock Exchange Traded Multifactor Mi (JHMM) 6.8 $11M 195k 57.38
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Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 6.5 $11M 447k 23.89
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J P Morgan Exchange Traded F Ultra Shrt Inc (JPST) 5.6 $9.3M +2% 184k 50.45
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J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 5.2 $8.6M +2% 189k 45.20
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First Tr Exchange Traded Tech Alphadex (FXL) 4.7 $7.8M 58k 134.82
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Apple (AAPL) 3.8 $6.3M +10% 37k 171.48
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First Tr Exchange Trad Fd Vi FST TR GLB FD (FTGC) 3.7 $6.1M +2% 259k 23.72
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Amazon (AMZN) 3.5 $5.8M -5% 32k 180.38
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First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 3.0 $5.0M 289k 17.32
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Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 1.3 $2.1M +6% 44k 47.71
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First Tr Exchange Traded Finls Alphadex (FXO) 1.2 $2.0M +12% 43k 47.52
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NVIDIA Corporation (NVDA) 1.1 $1.8M -2% 2.0k 903.56
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $821k 2.0k 420.52
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Tesla Motors (TSLA) 0.4 $624k 3.6k 175.79
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Peakstone Realty Trust Common Shares (PKST) 0.3 $526k 33k 16.13
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State Street Corporation (STT) 0.3 $522k 6.8k 77.32
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Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $489k 1.1k 444.01
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United Parcel Service CL B (UPS) 0.3 $420k 2.8k 148.64
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Select Sector Spdr Tr Sbi Healthcare (XLV) 0.2 $301k 2.0k 147.73
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Ishares Tr Aggres Alloc Etf (AOA) 0.1 $226k NEW 3.1k 73.46
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First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.1 $204k NEW 3.6k 56.39
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Teradyne (TER) 0.1 $201k NEW 1.8k 112.81
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Past Filings by Choice Wealth Advisors

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