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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 $221.29 million in total holdings as of June 30, 2025.
  • Choice Wealth Advisors, LLC owns shares of 30 different stocks, but just 11 companies or ETFs make up 80% of its holdings.
  • Approximately 7.79% of the portfolio was purchased this quarter.
  • About 0.88% of the portfolio was sold this quarter.
  • This quarter, Choice Wealth Advisors, LLC has purchased 29 new stocks and bought additional shares in 7 stocks.
  • Choice Wealth Advisors, LLC sold shares of 11 stocks and completely divested from 2 stocks this quarter.

Largest New Holdings this Quarter

46654Q575 - J P MORGAN EXCHANGE TRADED F
$15,688,842 Holding
46641Q647 - JPMorgan Municipal ETF
$600,644 Holding
46641Q654 - JPMorgan Ultra-Short Municipal ETF
$300,428 Holding

Largest Purchases this Quarter

J P MORGAN EXCHANGE TRADED F
312,589 shares (about $15.69M)
JPMorgan Municipal ETF
12,100 shares (about $600.64K)
JPMorgan Ultra-Short Municipal ETF
5,900 shares (about $300.43K)
JPMorgan Ultra-Short Income ETF
5,273 shares (about $267.24K)
SPDR Portfolio S&P 500 Value ETF
3,204 shares (about $167.70K)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Growth ETF
5,202 shares (about $495.85K)
First Trust Technology AlphaDEX Fund
680 shares (about $107.00K)
WisdomTree U.S. Quality Dividend Growth Fund
1,243 shares (about $104.09K)

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
$28,195,044$167,697 0.6%538,69012.7%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$27,560,891$104,089 -0.4%329,12512.5%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$23,503,880$495,854 -2.1%246,57910.6%ETF
JPMorgan International Research Enhanced Equity ETF stock logo
JIRE
JPMorgan International Research Enhanced Equity ETF
$21,314,260$562,764 -2.6%301,1769.6%ETF
J P MORGAN EXCHANGE TRADED F
$15,688,842$15,688,842 New Holding312,5897.1%MORTGAGE BACKED
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$15,549,983$16,263 0.1%345,1727.0%Finance
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$12,604,283$67,050 -0.5%482,5535.7%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$12,148,616$44,992 -0.4%198,7345.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$10,863,300$267,235 2.5%214,3514.9%ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF stock logo
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
$9,271,525$156,492 1.7%156,5874.2%ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$8,986,967$107,003 -1.2%57,1124.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$7,076,863$10,969 0.2%32,2573.2%Retail/Wholesale
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$7,007,377$3,577 -0.1%284,0443.2%Manufacturing
Apple Inc. stock logo
AAPL
Apple
$6,926,358$15,798 0.2%33,7593.1%Computer and Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$3,330,7470.0%21,0821.5%Computer and Technology
First Trust Financials AlphaDEX Fund stock logo
FXO
First Trust Financials AlphaDEX Fund
$2,276,0920.0%40,6011.0%ETF
Invesco S&P 500 Equal Weight Industrials ETF stock logo
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
$2,251,579$5,299 -0.2%42,0621.0%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$1,159,4590.0%3,6500.5%Auto/Tires/Trucks
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$821,437$30,604 -3.6%1,6910.4%Finance
State Street Corporation stock logo
STT
State Street
$717,7950.0%6,7500.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$688,4470.0%1,2480.3%Finance
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$682,1060.0%1,1040.3%Finance
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$600,644$600,644 New Holding12,1000.3%ETF
Peakstone Realty Trust stock logo
PKST
Peakstone Realty Trust
$351,235$25,957 -6.9%26,5890.2%Finance
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$331,5690.0%4,3870.1%Manufacturing
JPMorgan Ultra-Short Municipal ETF stock logo
JMST
JPMorgan Ultra-Short Municipal ETF
$300,428$300,428 New Holding5,9000.1%ETF
iShares Core 80/20 Aggressive Allocation ETF stock logo
AOA
iShares Core 80/20 Aggressive Allocation ETF
$293,985$250 -0.1%3,5250.1%ETF
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$290,460$3,431 1.2%2,8780.1%Transportation
GE Aerospace stock logo
GE
GE Aerospace
$282,8720.0%1,0990.1%Aerospace
Shell PLC Unsponsored ADR stock logo
SHEL
Shell
$209,5400.0%2,9760.1%Energy
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$0$297,130 -100.0%00.0%ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF stock logo
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$0$201,299 -100.0%00.0%ETF

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