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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 $191.89 million in total holdings as of March 31, 2025.
  • Choice Wealth Advisors, LLC owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 1.15% of the portfolio was purchased this quarter.
  • About 0.71% of the portfolio was sold this quarter.
  • This quarter, Choice Wealth Advisors, LLC has purchased 29 new stocks and bought additional shares in 15 stocks.
  • Choice Wealth Advisors, LLC sold shares of 8 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

369604301 - GE Aerospace
$219,965 Holding
780259305 - Shell
$218,081 Holding

Largest Purchases this Quarter

SPDR Portfolio S&P 500 Growth ETF
7,806 shares (about $627.37K)
JPMorgan Market Expansion Enhanced Equity ETF
5,583 shares (about $312.54K)
GE Aerospace
1,099 shares (about $219.97K)
Shell
2,976 shares (about $218.08K)

Largest Sales this Quarter

Berkshire Hathaway
65 shares (about $34.62K)
First Trust Financial AlphaDEX Fund
506 shares (about $26.82K)

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
$27,347,266$107,911 0.4%535,48614.3%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$26,383,216$47,756 -0.2%330,36813.7%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$20,235,614$627,367 3.2%251,78110.5%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$19,697,668$247,871 -1.2%309,12810.3%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$14,964,779$1,823 0.0%344,8117.8%Finance
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$11,779,883$179,131 1.5%485,1206.1%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$11,429,615$169,493 1.5%199,4706.0%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$10,585,607$14,581 0.1%209,0785.5%ETF
JPMorgan Market Expansion Enhanced Equity ETF stock logo
JMEE
JPMorgan Market Expansion Enhanced Equity ETF
$8,617,794$312,537 3.8%153,9444.5%ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$7,642,958$132,382 1.8%57,7924.0%ETF
Apple Inc. stock logo
AAPL
Apple
$7,481,795$14,883 -0.2%33,6823.9%Computer and Technology
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$7,252,507$339,824 -4.5%284,1893.8%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$6,127,704$95,130 1.6%32,2073.2%Retail/Wholesale
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,284,867$9,104 0.4%21,0821.2%Computer and Technology
First Trust Financial AlphaDEX Fund stock logo
FXO
First Trust Financial AlphaDEX Fund
$2,151,853$26,818 -1.2%40,6011.1%ETF
Invesco S&P 500 Equal Weight Industrials ETF stock logo
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
$2,062,938$6,067 0.3%42,1611.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$945,934$25,916 2.8%3,6500.5%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$934,145$34,618 -3.6%1,7540.5%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$617,567$19,019 3.2%1,1040.3%Finance
State Street Co. stock logo
STT
State Street
$604,3280.0%6,7500.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$585,2120.0%1,2480.3%Finance
Peakstone Realty Trust stock logo
PKST
Peakstone Realty Trust
$359,784$12,084 -3.2%28,5540.2%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$312,843$2,970 1.0%2,8440.2%Transportation
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$297,1300.0%2,0350.2%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$276,381$48,825 21.5%4,3870.1%Manufacturing
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$269,892$20,349 8.2%3,5280.1%ETF
GE Aerospace stock logo
GE
GE Aerospace
$219,965$219,965 New Holding1,0990.1%Industrials
Shell plc stock logo
SHEL
Shell
$218,081$218,081 New Holding2,9760.1%Energy
JPMorgan Diversified Return U.S. Small Cap Equity ETF stock logo
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$201,2990.0%4,6180.1%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$0$411,523 -100.0%00.0%ETF
Teradyne, Inc. stock logo
TER
Teradyne
$0$224,305 -100.0%00.0%Computer and Technology

Showing largest 100 holdings. View all holdings.
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