| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -2,035 | -100.0% | -0.18% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -1,102 | -100.0% | -0.28% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -2,787 | -100.0% | -0.31% | – |
| STT | Exit | STATE STR CORP | $0 | – | -6,750 | -100.0% | -0.32% | – |
| Exit | PEAKSTONE REALTY TRUST | $0 | – | -35,185 | -100.0% | -0.41% | – | |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,952 | -100.0% | -0.48% | – |
| TSLA | Exit | TESLA INC | $0 | – | -3,550 | -100.0% | -0.63% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -2,040 | -100.0% | -0.63% | – |
| FXO | Exit | FIRST TR EXCHANGE TRADED FDfinls alphadex | $0 | – | -38,322 | -100.0% | -1.02% | – |
| RGI | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql ind | $0 | – | -42,225 | -100.0% | -1.14% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -34,453 | -100.0% | -3.09% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -280,430 | -100.0% | -3.16% | – |
| FTGC | Exit | FIRST TR EXCHANGE TRAD FD VIfst tr glb fd | $0 | – | -233,267 | -100.0% | -3.96% | – |
| AAPL | Exit | APPLE INC | $0 | – | -33,093 | -100.0% | -4.00% | – |
| FXL | Exit | FIRST TR EXCHANGE TRADED FDtech alphadex | $0 | – | -58,666 | -100.0% | -4.61% | – |
| JPSE | Exit | J P MORGAN EXCHANGE TRADED Fdiversfd eqt etf | $0 | – | -180,509 | -100.0% | -5.01% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -171,249 | -100.0% | -6.07% | – |
| JHMM | Exit | JOHN HANCOCK EXCHANGE TRADEDmultifactor mi | $0 | – | -195,711 | -100.0% | -6.54% | – |
| EELV | Exit | INVESCO EXCH TRADED FD TR IIs&p emrng mkts | $0 | – | -426,979 | -100.0% | -6.79% | – |
| IHDG | Exit | WISDOMTREE TRitl hdg qtly div | $0 | – | -323,323 | -100.0% | -8.85% | – |
| SPYG | Exit | SPDR SER TRprtflo s&p500 gw | $0 | – | -254,907 | -100.0% | -10.67% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -336,710 | -100.0% | -15.10% | – |
| SPYV | Exit | SPDR SER TRprtflo s&p500 vl | $0 | – | -574,500 | -100.0% | -16.74% | – |
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.