$120 Million is the total value of Choice Wealth Advisors, LLC's 22 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q3 2022 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-09
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.