$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FXO | FIRST TR EXCHANGE TRADED FDfinls alphadex | $1,404,317 | -8.9% | 37,619 | 0.0% | 1.02% | -11.7% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $602,719 | -0.0% | 1,952 | 0.0% | 0.44% | -3.1% | |
| TSLA | TESLA INC | $529,023 | +68.4% | 2,550 | 0.0% | 0.38% | +63.1% | |
| STT | STATE STR CORP | $510,908 | -2.4% | 6,750 | 0.0% | 0.37% | -5.6% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $263,451 | -4.7% | 2,035 | 0.0% | 0.19% | -7.2% | |
| RESP | WISDOMTREE TRus esg fund | $253,817 | +5.0% | 5,888 | 0.0% | 0.18% | +2.2% |
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.