Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- Latest filing
- Jul 9, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Jan 25, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 25
- +3 vs. Q3 2022
- Portfolio value
- $133.3M
- +$13.7M (+11.5%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 599,874 | $23.3M | 17.5% | −10,064−1.7% | Reduced | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 347,475 | $21.0M | 15.7% | −10,993−3.1% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 264,967 | $13.4M | 10.1% | +4,957+1.9% | Added | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 324,033 | $11.5M | 8.7% | +13,456+4.3% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 195,942 | $9.12M | 6.8% | +4,405+2.3% | Added | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 390,160 | $8.98M | 6.7% | +22,074+6.0% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 167,950 | $8.42M | 6.3% | +13,506+8.7% | Added | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 154,554 | $5.99M | 4.5% | +8,826+6.1% | Added | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 54,787 | $5.02M | 3.8% | +3,750+7.3% | Added | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 256,396 | $4.31M | 3.2% | +4,194+1.7% | Added | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 166,674 | $4.08M | 3.1% | +13,427+8.8% | Added | – |
| AAPLApple Inc. | Stock | 28,735 | $3.73M | 2.8% | −50−0.2% | Reduced | History |
| AMZNAmazon Com Inc | Stock | 35,077 | $2.95M | 2.2% | +100+0.3% | Added | History |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 47,289 | $2.17M | 1.6% | +47,289 | New | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 42,458 | $2.11M | 1.6% | +42,458 | New | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 9,691 | $1.73M | 1.3% | −38−0.4% | Reduced | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 37,619 | $1.54M | 1.2% | −929−2.4% | Reduced | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 21,217 | $1.04M | 0.8% | +21,217 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $603.0K | 0.5% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 3,034 | $527.4K | 0.4% | +15+0.5% | Added | History |
| STTState Street Corp | COM | 6,750 | $523.6K | 0.4% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,190 | $316.9K | 0.2% | 00.0% | Unchanged | – |
| TSLATesla, Inc. | Stock | 2,550 | $314.1K | 0.2% | 00.0% | Unchanged | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $276.5K | 0.2% | +2,035 | New | – |
| WisdomTree Tr97717W596 | US ESG FUND | 5,888 | $241.8K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q3 2022 (1)
Positions held at the end of Q3 2022 that are gone from this filing.