Choice Wealth Advisors

Choice Wealth Advisors as of March 31, 2024

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