S&P 500   5,111.16 (+0.29%)
DOW   39,008.40 (+0.03%)
QQQ   442.19 (+0.73%)
AAPL   179.09 (-0.92%)
MSFT   412.77 (-0.21%)
META   499.88 (+1.99%)
GOOGL   137.87 (-0.43%)
AMZN   177.38 (+0.35%)
TSLA   200.43 (-0.72%)
NVDA   808.13 (+2.15%)
NIO   5.76 (+0.17%)
AMD   201.38 (+4.60%)
BABA   74.56 (+0.72%)
T   16.96 (+0.18%)
F   12.56 (+0.96%)
MU   94.86 (+4.69%)
CGC   3.17 (-3.65%)
GE   158.69 (+1.15%)
DIS   111.92 (+0.30%)
AMC   4.35 (+0.69%)
PFE   26.59 (+0.11%)
PYPL   61.43 (+1.81%)
XOM   105.56 (+1.00%)
S&P 500   5,111.16 (+0.29%)
DOW   39,008.40 (+0.03%)
QQQ   442.19 (+0.73%)
AAPL   179.09 (-0.92%)
MSFT   412.77 (-0.21%)
META   499.88 (+1.99%)
GOOGL   137.87 (-0.43%)
AMZN   177.38 (+0.35%)
TSLA   200.43 (-0.72%)
NVDA   808.13 (+2.15%)
NIO   5.76 (+0.17%)
AMD   201.38 (+4.60%)
BABA   74.56 (+0.72%)
T   16.96 (+0.18%)
F   12.56 (+0.96%)
MU   94.86 (+4.69%)
CGC   3.17 (-3.65%)
GE   158.69 (+1.15%)
DIS   111.92 (+0.30%)
AMC   4.35 (+0.69%)
PFE   26.59 (+0.11%)
PYPL   61.43 (+1.81%)
XOM   105.56 (+1.00%)
S&P 500   5,111.16 (+0.29%)
DOW   39,008.40 (+0.03%)
QQQ   442.19 (+0.73%)
AAPL   179.09 (-0.92%)
MSFT   412.77 (-0.21%)
META   499.88 (+1.99%)
GOOGL   137.87 (-0.43%)
AMZN   177.38 (+0.35%)
TSLA   200.43 (-0.72%)
NVDA   808.13 (+2.15%)
NIO   5.76 (+0.17%)
AMD   201.38 (+4.60%)
BABA   74.56 (+0.72%)
T   16.96 (+0.18%)
F   12.56 (+0.96%)
MU   94.86 (+4.69%)
CGC   3.17 (-3.65%)
GE   158.69 (+1.15%)
DIS   111.92 (+0.30%)
AMC   4.35 (+0.69%)
PFE   26.59 (+0.11%)
PYPL   61.43 (+1.81%)
XOM   105.56 (+1.00%)
S&P 500   5,111.16 (+0.29%)
DOW   39,008.40 (+0.03%)
QQQ   442.19 (+0.73%)
AAPL   179.09 (-0.92%)
MSFT   412.77 (-0.21%)
META   499.88 (+1.99%)
GOOGL   137.87 (-0.43%)
AMZN   177.38 (+0.35%)
TSLA   200.43 (-0.72%)
NVDA   808.13 (+2.15%)
NIO   5.76 (+0.17%)
AMD   201.38 (+4.60%)
BABA   74.56 (+0.72%)
T   16.96 (+0.18%)
F   12.56 (+0.96%)
MU   94.86 (+4.69%)
CGC   3.17 (-3.65%)
GE   158.69 (+1.15%)
DIS   111.92 (+0.30%)
AMC   4.35 (+0.69%)
PFE   26.59 (+0.11%)
PYPL   61.43 (+1.81%)
XOM   105.56 (+1.00%)

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

About Choice Wealth Advisors, LLC

Investment Activity

  • Choice Wealth Advisors, LLC has $161.50 million in total holdings as of December 31, 2023.
  • Choice Wealth Advisors, LLC owns shares of 28 different stocks, but just 10 companies or ETFs make up 80% of its holdings.
  • Approximately 4.72% of the portfolio was purchased this quarter.
  • About 0.87% of the portfolio was sold this quarter.
  • This quarter, Choice Wealth Advisors, LLC has purchased 23 new stocks and bought additional shares in 9 stocks.
  • Choice Wealth Advisors, LLC sold shares of 8 stocks and completely divested from 0 stocks this quarter.

Largest New Holdings this Quarter

JPMorgan Core Plus Bond ETF
$1,550,038 Holding
JPMorgan Municipal ETF
$1,308,449 Holding
WisdomTree U.S. ESG Fund
$210,868 Holding

Largest Purchases this Quarter

First Trust Low Duration Opportunities ETF
36,030 shares (about $1.74M)
JPMorgan Core Plus Bond ETF
32,920 shares (about $1.55M)
JPMorgan Municipal ETF
25,676 shares (about $1.31M)

Largest Sales this Quarter

SPDR Portfolio S&P 500 Value ETF
24,936 shares (about $1.16M)
First Trust Technology AlphaDEX Fund
498 shares (about $63.78K)
Peakstone Realty Trust
2,293 shares (about $45.70K)
Amazon.com
256 shares (about $38.90K)

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
$25,626,157$1,162,765 -4.3%549,56415.9%ETF
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$23,764,611$100,641 0.4%338,14214.7%Manufacturing
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$16,584,147$130 0.0%254,90510.3%ETF
WisdomTree International Hedged Quality Dividend Growth Fund stock logo
IHDG
WisdomTree International Hedged Quality Dividend Growth Fund
$13,656,312$79,991 0.6%325,2288.5%Finance
Invesco S&P Emerging Markets Low Volatility ETF stock logo
EELV
Invesco S&P Emerging Markets Low Volatility ETF
$10,699,043$434,475 4.2%445,0526.6%ETF
John Hancock Multifactor Mid Cap ETF stock logo
JHMM
John Hancock Multifactor Mid Cap ETF
$10,423,861$117,695 1.1%197,9466.5%ETF
JPMorgan Ultra-Short Income ETF stock logo
JPST
JPMorgan Ultra-Short Income ETF
$9,012,540$410,681 4.8%179,4255.6%ETF
JPSE
JPMorgan Diversified Return U.S. Small Cap Equity ETF
$8,164,620$212,172 2.7%185,3255.1%ETF
First Trust Technology AlphaDEX Fund stock logo
FXL
First Trust Technology AlphaDEX Fund
$7,449,597$63,779 -0.8%58,1684.6%ETF
Apple Inc. stock logo
AAPL
Apple
$6,354,068$17,328 -0.3%33,0033.9%Computer and Technology
First Trust Global Tactical Commodity Strategy Fund stock logo
FTGC
First Trust Global Tactical Commodity Strategy Fund
$5,690,689$456,182 8.7%253,5963.5%Manufacturing
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$5,195,892$38,897 -0.7%34,1973.2%Retail/Wholesale
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$4,876,184$148,132 3.1%289,2163.0%ETF
Invesco S&P 500 Equal Weight Industrials ETF stock logo
RSPN
Invesco S&P 500 Equal Weight Industrials ETF
$1,772,554$47,766 -2.6%41,1171.1%ETF
First Trust Low Duration Opportunities ETF stock logo
LMBS
First Trust Low Duration Opportunities ETF
$1,740,970$1,740,970 New Holding36,0301.1%Manufacturing
First Trust Financial AlphaDEX Fund stock logo
FXO
First Trust Financial AlphaDEX Fund
$1,633,548$25,411 -1.5%37,7351.0%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$1,550,038$1,550,038 New Holding32,9201.0%ETF
JPMorgan Municipal ETF stock logo
JMUB
JPMorgan Municipal ETF
$1,308,449$1,308,449 New Holding25,6760.8%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,010,2490.0%2,0400.6%Computer and Technology
Tesla, Inc. stock logo
TSLA
Tesla
$882,1040.0%3,5500.5%Auto/Tires/Trucks
WisdomTree Bloomberg Floating Rate Treasury Fund stock logo
USFR
WisdomTree Bloomberg Floating Rate Treasury Fund
$844,082$844,082 New Holding16,8010.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$696,2000.0%1,9520.4%Finance
Peakstone Realty Trust stock logo
PKST
Peakstone Realty Trust
$655,545$45,700 -6.5%32,8920.4%Finance
State Street Co. stock logo
STT
State Street
$522,8550.0%6,7500.3%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$451,2910.0%1,1020.3%Finance
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$441,261$2,988 0.7%2,8060.3%Transportation
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$277,5330.0%2,0350.2%ETF
WisdomTree U.S. ESG Fund stock logo
RESP
WisdomTree U.S. ESG Fund
$210,868$210,868 New Holding4,2870.1%Finance

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data: