| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2018 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC COM | 15 | Q2 2024 | 6.7% |
| APPLE INC COM | 15 | Q2 2024 | 5.1% |
| INVESCO QQQ TRUST | 15 | Q2 2024 | 6.6% |
| SPDR SER TR | 14 | Q2 2024 | 20.4% |
| SPDR SER TR | 14 | Q2 2024 | 12.8% |
| WISDOMTREE TR | 14 | Q2 2024 | 10.5% |
| JOHN HANCOCK EXCHANGE TRADED | 14 | Q2 2024 | 7.9% |
| J P MORGAN EXCHANGE-TRADED F | 14 | Q2 2024 | 7.1% |
| FIRST TR EXCH TRADED FD III | 14 | Q2 2024 | 4.0% |
| STATE STR CORP | 14 | Q2 2024 | 0.5% |
View Choice Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-19 |
| 13F-HR | 2024-07-15 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-12 |
| 13F-HR | 2023-10-10 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-25 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-09 |
View Choice Wealth Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.