Choice Wealth Advisors LLC
CIK 1842357 · Holdings on Sep 30, 2023 · First reported Oct 10, 2023
Top ten holdings
Q3 2023- SPYV16.74%
- DGRW15.10%
- SPYG10.67%
- IHDG8.85%
- EELV6.79%
- JHMM6.54%
- JPST6.07%
- JPSE5.01%
- FXL4.61%
- AAPL4.00%
Share classes counted separately84.38%
Portfolio value by quarter
Top 10 holdings 23
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $23.70M | 16.74% | 574.50K shares | — | ↗▾ | |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $21.38M | 15.10% | 336.71K shares | — | ↗▾ | |
| 03 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $15.11M | 10.67% | 254.91K shares | — | ↗▾ | |
| 04 | IHDGWISDOMTREE INTERNATIONAL HEDITL HDG QTLY DIV View history and evidence | $12.53M | 8.85% | 323.32K shares | — | ↗▾ | |
| 05 | EELVINVESCO S&P EMERGING MARKETSS&P EMRNG MKTS View history and evidence | $9.61M | 6.79% | 426.98K shares | — | ↗▾ | |
| 06 | JHMMJOHN HANCOCK MULTI FACT MIDMULTIFACTOR MI View history and evidence | $9.26M | 6.54% | 195.71K shares | — | ↗▾ | |
| 07 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $8.59M | 6.07% | 171.25K shares | — | ↗▾ | |
| 08 | JPSEJPM DIVERSIFIED RT SMALL CAPDIVERSFD EQT ETF View history and evidence | $7.09M | 5.01% | 180.51K shares | — | ↗▾ | |
| 09 | FXLFIRST TRUST TECHNOLOGY ALPHATECH ALPHADEX View history and evidence | $6.52M | 4.61% | 58.67K shares | — | ↗▾ | |
| 10 | AAPLAPPLE INC View history and evidence | $5.67M | 4.00% | 33.09K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1842357 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-10-10
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 141569051
}Take these holdings further.
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