Choice Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Trump Reveals Conspiracy Behind Fed-Controlled Digital Currency. (From Monetary Gold) (Ad) About Choice Wealth Advisors, LLCInvestment ActivityChoice Wealth Advisors, LLC has $165.15 million in total holdings as of March 31, 2024.Choice Wealth Advisors, LLC owns shares of 26 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 1.31% of the portfolio was purchased this quarter.About 5.44% of the portfolio was sold this quarter.This quarter, Choice Wealth Advisors, LLC has purchased 28 new stocks and bought additional shares in 8 stocks.Choice Wealth Advisors, LLC sold shares of 10 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 Value ETF $26,475,287WisdomTree U.S. Quality Dividend Growth Fund $25,232,218SPDR Portfolio S&P 500 Growth ETF $17,634,159WisdomTree International Hedged Quality Dividend Growth Fund $14,772,558John Hancock Multifactor Mid Cap ETF $11,214,045 Largest New Holdings this Quarter iShares Core Aggressive Allocation ETF $226,036 HoldingFirst Trust Nasdaq Cybersecurity ETF $203,681 HoldingTeradyne $200,462 Holding Largest Purchases this Quarter Apple 3,538 shares (about $606.70K)iShares Core Aggressive Allocation ETF 3,077 shares (about $226.04K)First Trust Financial AlphaDEX Fund 4,732 shares (about $224.86K)JPMorgan Ultra-Short Income ETF 4,107 shares (about $207.20K)First Trust Nasdaq Cybersecurity ETF 3,612 shares (about $203.68K) Largest Sales this Quarter SPDR Portfolio S&P 500 Value ETF 21,115 shares (about $1.06M)SPDR Portfolio S&P 500 Growth ETF 13,837 shares (about $1.01M)WisdomTree U.S. Quality Dividend Growth Fund 6,967 shares (about $530.82K)Amazon.com 1,880 shares (about $339.11K)WisdomTree International Hedged Quality Dividend Growth Fund 3,666 shares (about $168.42K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChoice Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYVSPDR Portfolio S&P 500 Value ETF$26,475,287$1,057,861 ▼-3.8%528,44916.0%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$25,232,218$530,816 ▼-2.1%331,17515.3%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$17,634,159$1,012,179 ▼-5.4%241,06810.7%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$14,772,558$168,416 ▼-1.1%321,5628.9%FinanceJHMMJohn Hancock Multifactor Mid Cap ETF$11,214,045$144,081 ▼-1.3%195,4356.8%ETFEELVInvesco S&P Emerging Markets Low Volatility ETF$10,684,104$51,817 ▲0.5%447,2216.5%ETFJPSTJPMorgan Ultra-Short Income ETF$9,259,166$207,198 ▲2.3%183,5325.6%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$8,557,086$180,393 ▲2.2%189,3165.2%ETFFXLFirst Trust Technology AlphaDEX Fund$7,834,160$8,089 ▼-0.1%58,1084.7%ETFAAPLApple$6,266,051$606,696 ▲10.7%36,5413.8%Computer and TechnologyFTGCFirst Trust Global Tactical Commodity Strategy Fund$6,146,974$131,670 ▲2.2%259,1473.7%ManufacturingAMZNAmazon.com$5,829,340$339,114 ▼-5.5%32,3173.5%Retail/WholesaleFPEFirst Trust Preferred Securities and Income ETF$4,998,343$10,877 ▼-0.2%288,5883.0%ETFRSPNInvesco S&P 500 Equal Weight Industrials ETF$2,093,849$132,157 ▲6.7%43,8871.3%ETFFXOFirst Trust Financial AlphaDEX Fund$2,018,032$224,865 ▲12.5%42,4671.2%ETFNVDANVIDIA$1,798,084$45,178 ▼-2.5%1,9901.1%Computer and TechnologyBRK.BBerkshire Hathaway$820,8550.0%1,9520.5%FinanceTSLATesla$624,0550.0%3,5500.4%Auto/Tires/TrucksPKSTPeakstone Realty Trust$525,687$4,855 ▼-0.9%32,5910.3%FinanceSTTState Street$521,9100.0%6,7500.3%FinanceQQQInvesco QQQ$489,2990.0%1,1020.3%FinanceUPSUnited Parcel Service$420,054$2,973 ▲0.7%2,8260.3%TransportationXLVHealth Care Select Sector SPDR Fund$300,6310.0%2,0350.2%ETFAOAiShares Core Aggressive Allocation ETF$226,036$226,036 ▲New Holding3,0770.1%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$203,681$203,681 ▲New Holding3,6120.1%ManufacturingTERTeradyne$200,462$200,462 ▲New Holding1,7770.1%Computer and TechnologyLMBSFirst Trust Low Duration Opportunities ETF$0$1,740,970 ▼-100.0%00.0%ManufacturingJCPBJPMorgan Core Plus Bond ETF$0$1,550,038 ▼-100.0%00.0%ETFJMUBJPMorgan Municipal ETF$0$1,308,449 ▼-100.0%00.0%ETFUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$0$844,082 ▼-100.0%00.0%FinanceRESPWisdomTree U.S. ESG Fund$0$210,868 ▼-100.0%00.0%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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