Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- Latest filing
- Jul 9, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed Apr 6, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 23
- −2 vs. Q4 2022
- Portfolio value
- $137.5M
- +$4.27M (+3.2%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 603,639 | $24.6M | 17.9% | +3,765+0.6% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 353,380 | $22.0M | 16.0% | +5,905+1.7% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 271,551 | $15.0M | 10.9% | +6,584+2.5% | Added | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 327,948 | $12.9M | 9.4% | +3,915+1.2% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 197,998 | $9.48M | 6.9% | +2,056+1.0% | Added | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 402,410 | $9.35M | 6.8% | +12,250+3.1% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 163,005 | $8.20M | 6.0% | −4,945−2.9% | Reduced | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 160,033 | $6.38M | 4.6% | +5,479+3.5% | Added | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 55,841 | $5.87M | 4.3% | +1,054+1.9% | Added | – |
| AAPLApple Inc. | Stock | 28,736 | $4.74M | 3.4% | +10.0% | Added | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 182,459 | $4.29M | 3.1% | +15,785+9.5% | Added | – |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 258,584 | $4.13M | 3.0% | +2,188+0.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 35,766 | $3.69M | 2.7% | +689+2.0% | Added | History |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 9,581 | $1.80M | 1.3% | −110−1.1% | Reduced | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 37,619 | $1.40M | 1.0% | 00.0% | Unchanged | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $602.7K | 0.4% | 00.0% | Unchanged | History |
| UPSUnited Parcel Service Inc | Stock | 3,049 | $591.6K | 0.4% | +15+0.5% | Added | History |
| TSLATesla, Inc. | Stock | 2,550 | $529.0K | 0.4% | 00.0% | Unchanged | History |
| NVDANVIDIA Corp | Stock | 1,875 | $520.8K | 0.4% | +1,875 | New | History |
| STTState Street Corp | COM | 6,750 | $510.9K | 0.4% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $353.7K | 0.3% | −88−7.4% | Reduced | – |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $263.5K | 0.2% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W596 | US ESG FUND | 5,888 | $253.8K | 0.2% | 00.0% | Unchanged | – |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.
| Security | Class | Shares in Q4 2022 | Value in Q4 2022 | % of portfolio in Q4 2022 | History |
|---|---|---|---|---|---|
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 47,289 | $2.17M | 1.6% | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 42,458 | $2.11M | 1.6% | – |
| Pgim ETF Tr69344A107 | PGIM ULTRA SH BD | 21,217 | $1.04M | 0.8% | – |