Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- Latest filing
- Jul 9, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Jan 12, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 28
- +5 vs. Q3 2023
- Portfolio value
- $161.5M
- +$19.9M (+14.1%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 549,564 | $25.6M | 15.9% | −24,936−4.3% | Reduced | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 338,142 | $23.8M | 14.7% | +1,432+0.4% | Added | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 254,905 | $16.6M | 10.3% | −20.0% | Reduced | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 325,228 | $13.7M | 8.5% | +1,905+0.6% | Added | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 445,052 | $10.7M | 6.6% | +18,073+4.2% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 197,946 | $10.4M | 6.5% | +2,235+1.1% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 179,425 | $9.01M | 5.6% | +8,176+4.8% | Added | – |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 185,325 | $8.16M | 5.1% | +4,816+2.7% | Added | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 58,168 | $7.45M | 4.6% | −498−0.8% | Reduced | – |
| AAPLApple Inc. | Stock | 33,003 | $6.35M | 3.9% | −90−0.3% | Reduced | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 253,596 | $5.69M | 3.5% | +20,329+8.7% | Added | – |
| AMZNAmazon Com Inc | Stock | 34,197 | $5.20M | 3.2% | −256−0.7% | Reduced | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 289,216 | $4.88M | 3.0% | +8,786+3.1% | Added | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 41,117 | $1.77M | 1.1% | −1,108−2.6% | Reduced | – |
| First Tr Exchange-Traded FD33739Q200 | FST LOW OPPT EFT | 36,030 | $1.74M | 1.1% | +36,030 | New | – |
| First Trust Financials Alphadex Fund33734X135 | ETF | 37,735 | $1.63M | 1.0% | −587−1.5% | Reduced | – |
| J P Morgan Exchange Traded F46641Q670 | CORE PLUS BD ETF | 32,920 | $1.55M | 1.0% | +32,920 | New | – |
| J P Morgan Exchange Traded F46641Q647 | MUNICIPAL ETF | 25,676 | $1.31M | 0.8% | +25,676 | New | – |
| NVDANVIDIA Corp | Stock | 2,040 | $1.01M | 0.6% | 00.0% | Unchanged | History |
| TSLATesla, Inc. | Stock | 3,550 | $882.1K | 0.5% | 00.0% | Unchanged | History |
| WisdomTree Tr97717Y527 | FLOATNG RAT TREA | 16,801 | $844.1K | 0.5% | +16,801 | New | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,952 | $696.2K | 0.4% | 00.0% | Unchanged | History |
| PKSTPeakstone Realty Trust | Common Stock | 32,892 | $655.5K | 0.4% | −2,293−6.5% | Reduced | History |
| STTState Street Corp | COM | 6,750 | $522.9K | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,102 | $451.3K | 0.3% | 00.0% | Unchanged | – |
| UPSUnited Parcel Service Inc | Stock | 2,806 | $441.3K | 0.3% | +19+0.7% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $277.5K | 0.2% | 00.0% | Unchanged | – |
| WisdomTree Tr97717W596 | US ESG FUND | 4,287 | $210.9K | 0.1% | +4,287 | New | – |