Choice Wealth Advisors, LLC
CIK: 0001842357SEC EDGAR →
Portfolio Value
$252.9M
Holdings
33
As of
Q4 2025
New Positions
33
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR SERIES TRUST | 534,434 | $30.4M | 12.00% |
| 2 | WISDOMTREE TR | 322,617 | $28.9M | 11.41% |
| 3 | SPDR SERIES TRUST | 229,856 | $24.5M | 9.70% |
| 4 | J P MORGAN EXCHANGE TRADED F | 300,715 | $22.5M | 8.90% |
| 5 | WISDOMTREE TR | 358,135 | $17.4M | 6.89% |
| 6 | J P MORGAN EXCHANGE TRADED F | 315,673 | $16.1M | 6.37% |
| 7 | J P MORGAN EXCHANGE TRADED F | 338,606 | $16.0M | 6.34% |
| 8 | JOHN HANCOCK EXCHANGE TRADED | 199,595 | $13.1M | 5.17% |
| 9 | J P MORGAN EXCHANGE TRADED F | 226,782 | $11.5M | 4.54% |
| 10 | AMERICAN CENTY ETF TR | 136,779 | $10.5M | 4.16% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (33)
$30.4M · 534K shares
$28.9M · 323K shares
$24.5M · 230K shares
$22.5M · 301K shares
$17.4M · 358K shares
$16.1M · 316K shares
$16.0M · 339K shares
$13.1M · 200K shares
$11.5M · 227K shares
$10.5M · 137K shares
$10.1M · 158K shares
$9.4M · 56K shares
$9.0M · 33K shares
$7.5M · 32K shares
$6.9M · 296K shares
$3.9M · 21K shares
$2.7M · 99K shares
$2.4M · 40K shares
$2.4M · 42K shares
$1.6M · 4K shares
$870K · 7K shares
$796K · 2K shares
$756K · 1K shares
$715K · 1K shares
$461K · 9K shares
$346K · 2K shares
$342K · 24K shares
$338K · 1K shares
$313K · 3K shares
$313K · 4K shares
$300K · 6K shares
$292K · 3K shares
$218K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 22 | $227.8M | 90.1% |
| Technology | 3 | $13.3M | 5.2% |
| Consumer Cyclical | 2 | $9.1M | 3.6% |
| Unknown | 2 | $1.6M | 0.6% |
| Industrials | 2 | $630K | 0.2% |
| Real Estate | 1 | $342K | 0.1% |
| Energy | 1 | $218K | 0.1% |