Choice Wealth Advisors, LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Choice Wealth Advisors, LLC

CIK Number: 0001842357

221.29M
Market Value
28
# of Holdings
12 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 11, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 SPYV SPDR Portfolio ...
54.58
+0.33% 535.49K +0.40% 27.35M 34.9 14.25% Share
2 DGRW WisdomTree U.S....
87.53
+0.24% 330.37K -0.18% 26.38M 54.26 13.75% Share
3 SPYG SPDR Portfolio ...
100.10
+0.16% 251.78K +3.20% 20.24M 52.82 10.55% Share
4 JIRE JPMorgan Intern...
72.20
-0.32% 309.13K -1.24% 19.7M 62.57 10.27% Share
5 IHDG WisdomTree Inte...
45.27
-0.06% 344.81K -0.01% 14.96M 36.55 7.80% Share
6 EELV Invesco S&P Eme...
26.39
-0.43% 485.12K +1.54% 11.78M 21.6 6.14% Share
7 JHMM John Hancock Mu...
64.20
+0.46% 199.47K +1.51% 11.43M 43.25 5.96% Share
8 JPST JPMorgan Ultra-...
50.72
+0.01% 209.08K +0.14% 10.59M 50.2 5.52% Share
9 JMEE JPMorgan Market...
63.02
+0.64% 153.94K +3.76% 8.62M 56.24 4.49% Share
10 FXL First Trust Tec...
160.31
+0.89% 57.79K +1.76% 7.64M 91.36 3.98% Share
11 AAPL Apple Inc.
230.49
+0.51% 33.68K -0.2% 7.48M 146.11 3.90% Share
12 FTGC First Trust Glo...
25.32
+0.48% 284.19K -4.48% 7.25M 24.34 3.78% Share
13 AMZN Amazon.com, Inc...
229.12
+0.18% 32.21K +1.58% 6.13M 140.59 3.19% Share
14 NVDA NVIDIA Corporat...
181.60
-0.09% 21.08K +0.40% 2.28M 34.68 1.19% Share
15 FXO First Trust Fin...
59.47
+0.33% 40.6K -1.23% 2.15M 37.98 1.12% Share
16 TSLA Tesla, Inc.
349.60
-0.59% 3.65K +2.82% 945.93K 260.97 0.49% Share
17 BRK-B Berkshire Hatha...
495.64
+0.70% 1.75K -3.57% 934.14K 267.02 0.49% Share
18 SPY SPDR S&P 500 ET...
646.70
+0.24% 1.1K +3.18% 617.57K 581.36 0.32% Share
19 STT State Street Co...
114.91
-0.79% 6.75K 0.00% 604.33K 60.81 0.31% Share
20 QQQ Invesco QQQ Tru...
573.49
+0.15% 1.25K 0.00% 585.21K 309.62 0.30% Share
21 PKST Peakstone Realt...
12.58
-0.55% 28.55K -3.25% 359.78K 27.92 0.19% Share
22 UPS United Parcel S...
87.83
+0.42% 2.84K +0.96% 312.84K 160.6 0.16% Share
23 XLV Health Care Sel...
136.97
-0.06% 2.04K 0.00% 297.13K 136.04 0.15% Share
24 CIBR First Trust NAS...
73.11
+1.22% 4.39K +21.46% 276.38K 57.34 0.14% Share
25 AOA iShares Core Ag...
85.84
+0.16% 3.53K +8.15% 269.89K 73.57 0.14% Share
26 GE GE Aerospace
273.44
-0.18% 1.1K +100.00% 219.97K 200.15 0.11% Share
27 SHEL Shell plc
73.73
+0.10% 2.98K +100.00% 218.08K 73.28 0.11% Share
28 JPSE JPMorgan Divers...
49.67
+0.67% 4.62K 0.00% 201.3K 36.68 0.10% Share