Choice Wealth Advisors

Choice Wealth Advisors as of Dec. 31, 2020

Portfolio Holdings for Choice Wealth Advisors

Choice Wealth Advisors holds 23 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 18.8 $21M 604k 34.39
Wisdomtree Tr Us Esg Fund 16.8 $19M 457k 40.79
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 11.2 $12M 225k 55.29
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 10.0 $11M 191k 58.21
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 7.6 $8.5M 215k 39.32
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 7.1 $7.8M 154k 50.79
Apple (AAPL) 5.1 $5.7M 43k 132.69
John Hancock Exchange Traded Multifactor Mi (JHMM) 4.8 $5.3M 119k 44.97
First Tr Exchange-traded Dj Internt Idx (FDN) 4.6 $5.1M 24k 212.24
Amazon (AMZN) 4.6 $5.0M 1.6k 3256.77
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 3.6 $4.0M 197k 20.19
Wisdomtree Tr Us Smallcap Fund (EES) 1.0 $1.1M 29k 38.93
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 1.0 $1.1M 44k 25.27
Spdr Ser Tr S&p Biotech (XBI) 0.8 $938k 6.7k 140.71
Bank of America Corporation (BAC) 0.5 $516k 17k 30.30
State Street Corporation (STT) 0.4 $491k 6.8k 72.74
United Parcel Service CL B (UPS) 0.4 $485k 2.9k 168.52
Honeywell International (HON) 0.4 $481k 2.3k 212.74
Fs Kkr Capital Corp. Ii 0.4 $418k 26k 16.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $374k 1.2k 313.76
Ark Etf Tr Innovation Etf (ARKK) 0.2 $224k 1.8k 124.72
Teradyne (TER) 0.2 $210k 1.8k 119.66
Prospect Cap Corp Note 4.950% 7/1 (Principal) 0.0 $11k 11k 1.00