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Choice Wealth Advisors, LLC Top Holdings and 13F Report (2024)

About Choice Wealth Advisors, LLC

Investment Activity

  • Choice Wealth Advisors, LLC has $200.13 million in total holdings as of September 30, 2024.
  • Choice Wealth Advisors, LLC owns shares of 30 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 1.40% of the portfolio was purchased this quarter.
  • About 0.79% of the portfolio was sold this quarter.
  • This quarter, Choice Wealth Advisors, LLC has purchased 29 new stocks and bought additional shares in 9 stocks.
  • Choice Wealth Advisors, LLC sold shares of 13 stocks and completely divested from 1 stock this quarter.

Largest New Holdings this Quarter

General Electric
$220,827 Holding
SPDR S&P 500 ETF Trust
$200,242 Holding

Largest Purchases this Quarter

JPMorgan Ultra-Short Income ETF
7,186 shares (about $364.62K)
JPMorgan Market Expansion Enhanced Equity ETF
4,303 shares (about $262.31K)

Largest Sales this Quarter

Apple
2,491 shares (about $580.40K)
SPDR Portfolio S&P 500 Value ETF
5,285 shares (about $279.37K)
SPDR Portfolio S&P 500 Growth ETF
2,805 shares (about $232.65K)
WisdomTree U.S. Quality Dividend Growth Fund
1,815 shares (about $151.03K)

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
$27,810,600$279,365 -1.0%526,11813.9%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$27,564,763$151,026 -0.5%331,26713.8%Manufacturing
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$19,947,993$309,285 1.6%302,10510.0%ETF
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$19,321,421$232,646 -1.2%232,9579.7%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$15,310,012$468,425 3.2%335,0117.7%Finance
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$12,035,755$55,206 -0.5%461,3176.0%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$11,933,621$50,809 0.4%198,2336.0%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$10,145,653$364,617 3.7%199,9545.1%ETF
JPMorgan Market Expansion Enhanced Equity ETF stock logo
JMEE
JPMorgan Market Expansion Enhanced Equity ETF
$9,106,936$262,311 3.0%149,3924.6%ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$8,385,767$244,985 3.0%60,4844.2%ETF
Apple Inc. stock logo
AAPL
Apple
$7,933,650$580,403 -6.8%34,0504.0%Computer and Technology
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$6,924,757$608,170 9.6%292,3073.5%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,004,8570.0%32,2273.0%Retail/Wholesale
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$5,449,640$79,007 1.5%301,0852.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,458,9170.0%20,2481.2%Computer and Technology
Invesco S&P 500 Equal Weight Industrials ETF stock logo
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
$2,247,1460.0%43,8811.1%ETF
First Trust Financial AlphaDEX Fund stock logo
FXO
First Trust Financial AlphaDEX Fund
$2,148,789$3,988 -0.2%42,0261.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$928,7870.0%3,5500.5%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$868,971$11,046 -1.3%1,8880.4%Finance
State Street Co. stock logo
STT
State Street
$597,1730.0%6,7500.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$534,925$2,928 -0.5%1,0960.3%Finance
Peakstone Realty Trust stock logo
PKST
Peakstone Realty Trust
$429,248$6,842 -1.6%31,4930.2%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$380,792$7,635 -2.0%2,7930.2%Transportation
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$313,431$6,623 -2.1%2,0350.2%ETF
iShares Core Aggressive Allocation ETF stock logo
AOA
iShares Core Aggressive Allocation ETF
$251,802$2,052 -0.8%3,1910.1%ETF
Teradyne, Inc. stock logo
TER
Teradyne
$238,356$268 0.1%1,7800.1%Computer and Technology
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$221,803$29,731 -11.8%4,6180.1%ETF
General Electric stock logo
GE
General Electric
$220,827$220,827 New Holding1,1710.1%Transportation
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$213,9390.0%3,6120.1%Manufacturing
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$200,242$200,242 New Holding3490.1%Finance
Shell plc stock logo
SHEL
Shell
$0$214,808 -100.0%00.0%Oils/Energy

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data