$147 Million is the total value of Choice Wealth Advisors, LLC's 23 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 10.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $25,178,112 | +2.4% | 582,827 | -3.4% | 17.13% | -4.1% |
| DGRW | Sell | WISDOMTREE TRus qtly div grt | $22,780,357 | +3.4% | 341,740 | -3.3% | 15.50% | -3.2% |
| SPYG | Sell | SPDR SER TRprtflo s&p500 gw | $15,917,287 | +5.9% | 260,896 | -3.9% | 10.83% | -0.9% |
| IHDG | Sell | WISDOMTREE TRitl hdg qtly div | $13,068,699 | +1.1% | 325,335 | -0.8% | 8.89% | -5.4% |
| JHMM | Sell | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $9,819,229 | +3.6% | 197,610 | -0.2% | 6.68% | -3.1% |
| AAPL | Sell | APPLE INC | $5,324,603 | +12.4% | 27,451 | -4.5% | 3.62% | +5.1% |
| AMZN | Sell | AMAZON COM INC | $4,567,554 | +23.6% | 35,038 | -2.0% | 3.11% | +15.7% |
| RGI | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $1,727,003 | -3.9% | 8,445 | -11.9% | 1.18% | -10.1% |
| UPS | Sell | UNITED PARCEL SERVICE INCcl b | $496,490 | -16.1% | 2,770 | -9.2% | 0.34% | -21.4% |
| RESP | Exit | WISDOMTREE TRus esg fund | $0 | – | -5,888 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-07-14
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.