Choice Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Choice Wealth Advisors, LLCInvestment ActivityChoice Wealth Advisors, LLC has $188.53 million in total holdings as of June 30, 2024.Choice Wealth Advisors, LLC owns shares of 29 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 16.51% of the portfolio was purchased this quarter.About 4.51% of the portfolio was sold this quarter.This quarter, Choice Wealth Advisors, LLC has purchased 26 new stocks and bought additional shares in 14 stocks.Choice Wealth Advisors, LLC sold shares of 7 stocks and completely divested from 0 stocks this quarter.Largest Holdings WisdomTree U.S. Quality Dividend Growth Fund $25,997,042SPDR Portfolio S&P 500 Value ETF $25,900,595SPDR Portfolio S&P 500 Growth ETF $18,891,605JPMorgan International Research Enhanced Equity ETF $18,618,555WisdomTree International Hedged Quality Dividend Growth Fund $14,805,870 Largest New Holdings this Quarter JPMorgan International Research Enhanced Equity ETF $18,618,555 HoldingJPMorgan Market Expansion Enhanced Equity ETF $8,217,841 HoldingShell $214,808 Holding Largest Purchases this Quarter JPMorgan International Research Enhanced Equity ETF 297,421 shares (about $18.62M)JPMorgan Market Expansion Enhanced Equity ETF 145,089 shares (about $8.22M)NVIDIA 18,258 shares (about $2.26M)JPMorgan Ultra-Short Income ETF 9,236 shares (about $466.14K)Invesco S&P Emerging Markets Low Volatility ETF 16,212 shares (about $382.12K) Largest Sales this Quarter JPMorgan Diversified Return U.S. Small Cap Equity ETF 184,079 shares (about $8.03M)SPDR Portfolio S&P 500 Growth ETF 5,306 shares (about $425.17K)Amazon.com 90 shares (about $17.39K)First Trust Financial AlphaDEX Fund 363 shares (about $16.80K)Berkshire Hathaway 40 shares (about $16.27K) 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 PortfolioSectorDGRWWisdomTree U.S. Quality Dividend Growth Fund$25,997,042$148,841 ▲0.6%333,08213.8%ManufacturingSPYVSPDR Portfolio S&P 500 Value ETF$25,900,595$143,978 ▲0.6%531,40313.7%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$18,891,605$425,170 ▼-2.2%235,76210.0%ETFJIREJPMorgan International Research Enhanced Equity ETF$18,618,555$18,618,555 ▲New Holding297,4219.9%ETFIHDGWisdomTree International Hedged Quality Dividend Growth Fund$14,805,870$145,843 ▲1.0%324,7617.9%FinanceEELVInvesco S&P Emerging Markets Low Volatility ETF$10,923,122$382,117 ▲3.6%463,4335.8%ETFJHMMJohn Hancock Multifactor Mid Cap ETF$10,864,285$107,548 ▲1.0%197,3895.8%ETFJPSTJPMorgan Ultra-Short Income ETF$9,729,009$466,141 ▲5.0%192,7685.2%ETFJMEEJPMorgan Market Expansion Enhanced Equity ETF$8,217,841$8,217,841 ▲New Holding145,0894.4%ETFFXLFirst Trust Technology AlphaDEX Fund$8,000,795$82,983 ▲1.0%58,7174.2%ETFAAPLApple$7,696,2650.0%36,5414.1%Computer and TechnologyFTGCFirst Trust Global Tactical Commodity Strategy Fund$6,375,236$179,038 ▲2.9%266,6353.4%ManufacturingAMZNAmazon.com$6,227,868$17,393 ▼-0.3%32,2273.3%Retail/WholesaleFPEFirst Trust Preferred Securities and Income ETF$5,151,065$141,172 ▲2.8%296,7202.7%ETFNVDANVIDIA$2,501,438$2,255,593 ▲917.5%20,2481.3%Computer and TechnologyRSPNInvesco S&P 500 Equal Weight Industrials ETF$1,992,636$272 ▼0.0%43,8811.1%ETFFXOFirst Trust Financial AlphaDEX Fund$1,948,994$16,803 ▼-0.9%42,1041.0%ETFBRK.BBerkshire Hathaway$777,802$16,272 ▼-2.0%1,9120.4%FinanceTSLATesla$702,4740.0%3,5500.4%Auto/Tires/TrucksQQQInvesco QQQ$527,9790.0%1,1020.3%FinanceSTTState Street$499,5000.0%6,7500.3%FinanceUPSUnited Parcel Service$389,864$3,147 ▲0.8%2,8490.2%TransportationPKSTPeakstone Realty Trust$339,148$6,318 ▼-1.8%31,9950.2%FinanceXLVHealth Care Select Sector SPDR Fund$302,869$6,267 ▲2.1%2,0780.2%ETFTERTeradyne$263,680$148 ▲0.1%1,7780.1%Computer and TechnologyAOAiShares Core Aggressive Allocation ETF$240,567$10,469 ▲4.5%3,2170.1%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$228,333$8,025,837 ▼-97.2%5,2370.1%ETFSHELShell$214,808$214,808 ▲New Holding2,9760.1%Oils/EnergyCIBRFirst Trust Nasdaq Cybersecurity ETF$203,7890.0%3,6120.1%ManufacturingShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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