$133 Million is the total value of Choice Wealth Advisors, LLC's 25 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $602,973 | +15.7% | 1,952 | 0.0% | 0.45% | +3.7% | |
| STT | STATE STR CORP | $523,598 | +27.7% | 6,750 | 0.0% | 0.39% | +14.6% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $316,873 | -0.4% | 1,190 | 0.0% | 0.24% | -10.5% | |
| TSLA | TESLA INC | $314,109 | -53.5% | 2,550 | 0.0% | 0.24% | -58.2% | |
| RESP | WISDOMTREE TRus esg fund | $241,815 | +7.5% | 5,888 | 0.0% | 0.18% | -3.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-25
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.