Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- Latest filing
- Jul 9, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 15, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 29
- −1 vs. Q3 2024
- Portfolio value
- $195.8M
- −$4.31M (−2.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 533,373 | $27.3M | 13.9% | +7,255+1.4% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 330,966 | $26.8M | 13.7% | −301−0.1% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 243,975 | $21.4M | 11.0% | +11,018+4.7% | Added | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 313,018 | $18.3M | 9.4% | +10,913+3.6% | Added | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 344,853 | $15.0M | 7.7% | +9,842+2.9% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 196,512 | $11.7M | 6.0% | −1,721−0.9% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 477,743 | $11.2M | 5.7% | +16,426+3.6% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 208,790 | $10.5M | 5.4% | +8,836+4.4% | Added | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 148,361 | $8.97M | 4.6% | −1,031−0.7% | Reduced | – |
| AAPLApple Inc. | Stock | 33,749 | $8.45M | 4.3% | −301−0.9% | Reduced | History |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 56,791 | $8.44M | 4.3% | −3,693−6.1% | Reduced | – |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 297,505 | $7.12M | 3.6% | +5,198+1.8% | Added | – |
| AMZNAmazon Com Inc | Stock | 31,707 | $6.96M | 3.6% | −520−1.6% | Reduced | History |
| NVDANVIDIA Corp | Stock | 20,998 | $2.82M | 1.4% | +750+3.7% | Added | History |
| First Trust Financials Alphadex Fund33734X135 | ETF | 41,107 | $2.23M | 1.1% | −919−2.2% | Reduced | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 42,037 | $2.11M | 1.1% | −1,844−4.2% | Reduced | – |
| TSLATesla, Inc. | Stock | 3,550 | $1.43M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,819 | $824.5K | 0.4% | −69−3.7% | Reduced | History |
| STTState Street Corp | COM | 6,750 | $662.5K | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,248 | $638.0K | 0.3% | +152+13.9% | Added | – |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,070 | $627.1K | 0.3% | +721+206.6% | Added | History |
| First Tr Exch Traded FD III33739E108 | PFD SECS INC ETF | 23,250 | $411.5K | 0.2% | −277,835−92.3% | Reduced | – |
| UPSUnited Parcel Service Inc | Stock | 2,817 | $355.3K | 0.2% | +24+0.9% | Added | History |
| PKSTPeakstone Realty Trust | Common Stock | 29,513 | $326.7K | 0.2% | −1,980−6.3% | Reduced | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $280.0K | 0.1% | 00.0% | Unchanged | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,262 | $249.9K | 0.1% | +71+2.2% | Added | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 3,612 | $229.2K | 0.1% | 00.0% | Unchanged | – |
| TERTeradyne, Inc | Stock | 1,781 | $224.3K | 0.1% | +1+0.1% | Added | History |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 4,618 | $216.2K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q3 2024 (1)
Positions held at the end of Q3 2024 that are gone from this filing.