$138 Million is the total value of Choice Wealth Advisors, LLC's 23 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 7.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYV | Buy | SPDR SER TRprtflo s&p500 vl | $24,580,182 | +5.4% | 603,639 | +0.6% | 17.87% | +2.1% |
| DGRW | Buy | WISDOMTREE TRus qtly div grt | $22,029,729 | +5.0% | 353,380 | +1.7% | 16.02% | +1.8% |
| SPYG | Buy | SPDR SER TRprtflo s&p500 gw | $15,033,040 | +12.0% | 271,551 | +2.5% | 10.93% | +8.5% |
| IHDG | Buy | WISDOMTREE TRitl hdg qtly div | $12,927,701 | +12.0% | 327,948 | +1.2% | 9.40% | +8.5% |
| JHMM | Buy | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $9,480,125 | +4.0% | 197,998 | +1.0% | 6.89% | +0.7% |
| EELV | Buy | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $9,347,980 | +4.1% | 402,410 | +3.1% | 6.80% | +0.9% |
| JPSE | Buy | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $6,378,918 | +6.5% | 160,033 | +3.5% | 4.64% | +3.2% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $5,873,941 | +17.1% | 55,841 | +1.9% | 4.27% | +13.5% |
| AAPL | Buy | APPLE INC | $4,738,605 | +26.9% | 28,736 | +0.0% | 3.45% | +23.0% |
| FTGC | Buy | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $4,285,963 | +5.0% | 182,459 | +9.5% | 3.12% | +1.7% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $4,126,998 | -4.2% | 258,584 | +0.9% | 3.00% | -7.1% |
| AMZN | Buy | AMAZON COM INC | $3,694,270 | +25.4% | 35,766 | +2.0% | 2.69% | +21.5% |
| UPS | Buy | UNITED PARCEL SERVICE INCcl b | $591,560 | +12.2% | 3,049 | +0.5% | 0.43% | +8.6% |
| NVDA | New | NVIDIA CORPORATION | $520,819 | – | 1,875 | +100.0% | 0.38% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-06
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC COM | 12 | Q3 2023 | 6.7% |
| APPLE INC COM | 12 | Q3 2023 | 5.1% |
| INVESCO QQQ TRUST | 12 | Q3 2023 | 6.6% |
| SPDR SER TR | 11 | Q3 2023 | 20.4% |
| SPDR SER TR | 11 | Q3 2023 | 12.8% |
| WISDOMTREE TR | 11 | Q3 2023 | 10.5% |
| JOHN HANCOCK EXCHANGE TRADED | 11 | Q3 2023 | 7.9% |
| J P MORGAN EXCHANGE-TRADED F | 11 | Q3 2023 | 7.1% |
| FIRST TR EXCH TRADED FD III | 11 | Q3 2023 | 4.0% |
| STATE STR CORP | 11 | Q3 2023 | 0.5% |
View Choice Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-12 |
| 13F-HR | 2022-02-14 |
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.