$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $793,163 | +52.3% | 1,875 | 0.0% | 0.54% | +42.5% | |
| TSLA | TESLA INC | $667,514 | +26.2% | 2,550 | 0.0% | 0.45% | +17.9% | |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $665,632 | +10.4% | 1,952 | 0.0% | 0.45% | +3.4% | |
| STT | STATE STR CORP | $493,965 | -3.3% | 6,750 | 0.0% | 0.34% | -9.4% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $407,101 | +15.1% | 1,102 | 0.0% | 0.28% | +7.8% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $270,106 | +2.5% | 2,035 | 0.0% | 0.18% | -4.2% |
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.