Choice Wealth Advisors, LLC
- SEC CIK
- 0001842357
- Latest filing
- Jul 9, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed Apr 11, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 29
- 0 vs. Q4 2024
- Portfolio value
- $191.9M
- −$3.93M (−2.0%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| State Street SPDR Portfolio S&P 500 Value ETF78464A508 | ETF | 535,486 | $27.3M | 14.3% | +2,113+0.4% | Added | – |
| WisdomTree Tr97717X669 | US QTLY DIV GRT | 330,368 | $26.4M | 13.7% | −598−0.2% | Reduced | – |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 251,781 | $20.2M | 10.5% | +7,806+3.2% | Added | – |
| J P Morgan Exchange Traded F46641Q134 | INTRNL RES EQT | 309,128 | $19.7M | 10.3% | −3,890−1.2% | Reduced | – |
| WisdomTree Tr97717X594 | ITL HDG QTLY DIV | 344,811 | $15.0M | 7.8% | −420.0% | Reduced | – |
| Invesco Exch Traded FD Tr II46138E297 | S&P EMRNG MKTS | 485,120 | $11.8M | 6.1% | +7,377+1.5% | Added | – |
| John Hancock Exchange Traded47804J206 | MULTIFACTOR MI | 199,470 | $11.4M | 6.0% | +2,958+1.5% | Added | – |
| JPMorgan Ultra-Short Income ETF46641Q837 | ETF | 209,078 | $10.6M | 5.5% | +288+0.1% | Added | – |
| J P Morgan Exchange Traded F46641Q118 | SMALL & MID CAP | 153,944 | $8.62M | 4.5% | +5,583+3.8% | Added | – |
| First Tr Exchange-Traded FD33734X176 | TECH ALPHADEX | 57,792 | $7.64M | 4.0% | +1,001+1.8% | Added | – |
| AAPLApple Inc. | Stock | 33,682 | $7.48M | 3.9% | −67−0.2% | Reduced | History |
| First Tr Exchange Trad FD VI33739H101 | FST TR GLB FD | 284,189 | $7.25M | 3.8% | −13,316−4.5% | Reduced | – |
| AMZNAmazon Com Inc | Stock | 32,207 | $6.13M | 3.2% | +500+1.6% | Added | History |
| NVDANVIDIA Corp | Stock | 21,082 | $2.28M | 1.2% | +84+0.4% | Added | History |
| First Trust Financials Alphadex Fund33734X135 | ETF | 40,601 | $2.15M | 1.1% | −506−1.2% | Reduced | – |
| Invesco Exchange Traded FD T46137V324 | S&P500 EQL IND | 42,161 | $2.06M | 1.1% | +124+0.3% | Added | – |
| TSLATesla, Inc. | Stock | 3,650 | $945.9K | 0.5% | +100+2.8% | Added | History |
| BRK.BBerkshire Hathaway Inc | Stock | 1,754 | $934.1K | 0.5% | −65−3.6% | Reduced | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 1,104 | $617.6K | 0.3% | +34+3.2% | Added | History |
| STTState Street Corp | COM | 6,750 | $604.3K | 0.3% | 00.0% | Unchanged | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,248 | $585.2K | 0.3% | 00.0% | Unchanged | – |
| PKSTPeakstone Realty Trust | Common Stock | 28,554 | $359.8K | 0.2% | −959−3.2% | Reduced | History |
| UPSUnited Parcel Service Inc | Stock | 2,844 | $312.8K | 0.2% | +27+1.0% | Added | History |
| State Street Health Care Select Sector SPDR ETF81369Y209 | ETF | 2,035 | $297.1K | 0.2% | 00.0% | Unchanged | – |
| First Tr Exchange-Traded FD33734X846 | NASDAQ CYB ETF | 4,387 | $276.4K | 0.1% | +775+21.5% | Added | – |
| iShares Tr464289859 | CORE 80 20 ETF | 3,528 | $269.9K | 0.1% | +266+8.2% | Added | – |
| GEGeneral Electric Co | Stock | 1,099 | $220.0K | 0.1% | +1,099 | New | History |
| SHELShell plc | ADR | 2,976 | $218.1K | 0.1% | +2,976 | New | History |
| J P Morgan Exchange Traded F46641Q845 | DIVERSFD EQT ETF | 4,618 | $201.3K | 0.1% | 00.0% | Unchanged | – |
Sold out since Q4 2024 (2)
Positions held at the end of Q4 2024 that are gone from this filing.