Choice Wealth Advisors

Choice Wealth Advisors as of March 31, 2021

Portfolio Holdings for Choice Wealth Advisors

Choice Wealth Advisors holds 22 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 19.9 $24M 635k 37.90
Wisdomtree Tr Us Esg Fund 17.1 $21M 472k 43.92
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 11.0 $13M 237k 56.40
J P Morgan Exchange-traded F Div Rtn Int Eq (JPIN) 10.1 $12M 200k 61.00
Wisdomtree Tr Itl Hdg Qtly Div (IHDG) 7.7 $9.4M 227k 41.29
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 6.7 $8.1M 160k 50.75
Amazon (AMZN) 6.7 $8.1M 2.6k 3094.11
John Hancock Exchange Traded Multifactor Mi (JHMM) 5.7 $6.9M 140k 49.13
First Tr Exchange-traded Dj Internt Idx (FDNI) 4.6 $5.6M 26k 218.06
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 3.5 $4.2M 209k 20.15
Apple (AAPL) 2.5 $3.0M 25k 122.16
Spdr Ser Tr S&p Biotech (XBI) 1.0 $1.2M 8.6k 135.62
Invesco Exchange Traded Fd T S&p500 Eql Ind (RSPN) 0.9 $1.1M 6.2k 177.69
State Street Corporation (STT) 0.5 $567k 6.8k 84.00
Fs Kkr Capital Corp. Ii 0.4 $543k 28k 19.53
United Parcel Service CL B (UPS) 0.4 $491k 2.9k 170.01
First Tr Exch Trd Alphdx Emerg Mkt Alph (FEM) 0.3 $411k 16k 26.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $380k 1.2k 318.79
Wisdomtree Tr Us Smallcap Fund (EES) 0.3 $328k 6.9k 47.41
Ark Etf Tr Innovation Etf (ARKK) 0.2 $215k 1.8k 119.71
Teradyne (TER) 0.2 $214k 1.8k 121.80
Prospect Cap Corp Note (Principal) 0.0 $11k 11k 1.00