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Choice Wealth Advisors, LLC Top Holdings and 13F Report (2025)

About Choice Wealth Advisors, LLC

Investment Activity

  • Choice Wealth Advisors, LLC has $195.82 million in total holdings as of December 31, 2024.
  • Choice Wealth Advisors, LLC owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 2.03% of the portfolio was purchased this quarter.
  • About 3.20% of the portfolio was sold this quarter.
  • This quarter, Choice Wealth Advisors, LLC has purchased 30 new stocks and bought additional shares in 13 stocks.
  • Choice Wealth Advisors, LLC sold shares of 11 stocks and completely divested from 1 stock this quarter.

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF
11,018 shares (about $968.48K)
JPMorgan Ultra-Short Income ETF
8,836 shares (about $445.07K)
SPDR S&P 500 ETF Trust
721 shares (about $422.56K)

Largest Sales this Quarter

First Trust Technology AlphaDEX Fund
3,693 shares (about $548.59K)
Amazon.com
520 shares (about $114.08K)
John Hancock Multifactor Mid Cap ETF
1,721 shares (about $102.80K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChoice Wealth Advisors, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$27,276,692$371,021 1.4%533,37313.9%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$26,785,098$24,360 -0.1%330,96613.7%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$21,445,375$968,481 4.7%243,97511.0%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$18,314,712$638,521 3.6%313,0189.4%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$14,990,767$427,832 2.9%344,8537.7%Finance
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$11,737,685$102,796 -0.9%196,5126.0%ETF
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$11,183,963$384,533 3.6%477,7435.7%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$10,516,728$445,068 4.4%208,7905.4%ETF
JPMorgan Market Expansion Enhanced Equity ETF stock logo
JMEE
JPMorgan Market Expansion Enhanced Equity ETF
$8,971,399$62,345 -0.7%148,3614.6%ETF
Apple Inc. stock logo
AAPL
Apple
$8,451,425$75,376 -0.9%33,7494.3%Computer and Technology
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$8,436,265$548,593 -6.1%56,7914.3%ETF
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$7,119,300$124,388 1.8%297,5053.6%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,956,199$114,083 -1.6%31,7073.6%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,819,821$100,717 3.7%20,9981.4%Computer and Technology
First Trust Financial AlphaDEX Fund stock logo
FXO
First Trust Financial AlphaDEX Fund
$2,225,122$49,745 -2.2%41,1071.1%ETF
Invesco S&P 500 Equal Weight Industrials ETF stock logo
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
$2,110,257$92,569 -4.2%42,0371.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,433,6320.0%3,5500.7%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$824,516$31,276 -3.7%1,8190.4%Finance
State Street Co. stock logo
STT
State Street
$662,5130.0%6,7500.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$638,015$77,707 13.9%1,2480.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$627,106$422,564 206.6%1,0700.3%Finance
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$411,523$4,917,656 -92.3%23,2500.2%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$355,280$3,027 0.9%2,8170.2%Transportation
Peakstone Realty Trust stock logo
PKST
Peakstone Realty Trust
$326,709$21,919 -6.3%29,5130.2%Finance
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$279,9550.0%2,0350.1%ETF
iShares Core Aggressive Allocation ETF stock logo
AOA
iShares Core Aggressive Allocation ETF
$249,902$5,439 2.2%3,2620.1%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$229,1810.0%3,6120.1%Manufacturing
Teradyne, Inc. stock logo
TER
Teradyne
$224,305$126 0.1%1,7810.1%Computer and Technology
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$216,1630.0%4,6180.1%ETF
General Electric stock logo
GE
General Electric
$0$220,827 -100.0%00.0%Transportation

Showing largest 100 holdings. View all holdings.
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