Choice Wealth Advisors LLC
CIK 1842357 · Holdings on Dec 31, 2023 · First reported Jan 12, 2024
Top ten holdings
Q4 2023- SPYV15.87%
- DGRW14.72%
- SPYG10.27%
- IHDG8.46%
- EELV6.62%
- JHMM6.45%
- JPST5.58%
- JPSE5.06%
- FXL4.61%
- AAPL3.93%
Share classes counted separately81.57%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYVWeight decreased · -0.87 pp16.74% → 15.87%Shares -24.94K (-4.34%)
- JPSTWeight decreased · -0.49 pp6.07% → 5.58%Shares +8.18K (+4.77%)
- FTGCWeight decreased · -0.43 pp3.95% → 3.52%Shares +20.33K (+8.71%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 28
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 | $25.63M | 15.87% | 549.56K shares | 16.74% → 15.87%-0.87 pp -24.94K (-4.34%) | Reduced | ↗▾ |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $23.76M | 14.72% | 338.14K shares | 15.10% → 14.72%-0.38 pp +1.43K (+0.43%) | Added | ↗▾ |
| 03 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $16.58M | 10.27% | 254.91K shares | 10.67% → 10.27%-0.40 pp -2 (-0.00%) | Reduced | ↗▾ |
| 04 | IHDGWISDOMTREE INTERNATIONAL HEDITL HDG QTLY DIV View history and evidence | $13.66M | 8.46% | 325.23K shares | 8.85% → 8.46%-0.39 pp +1.91K (+0.59%) | Added | ↗▾ |
| 05 | EELVINVESCO S&P EMERGING MARKETSS&P EMRNG MKTS View history and evidence | $10.70M | 6.62% | 445.05K shares | 6.79% → 6.62%-0.17 pp +18.07K (+4.23%) | Added | ↗▾ |
| 06 | JHMMJOHN HANCOCK MULTI FACT MIDMULTIFACTOR MI View history and evidence | $10.42M | 6.45% | 197.95K shares | 6.54% → 6.45%-0.09 pp +2.23K (+1.14%) | Added | ↗▾ |
| 07 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT INC View history and evidence | $9.01M | 5.58% | 179.43K shares | 6.07% → 5.58%-0.49 pp +8.18K (+4.77%) | Added | ↗▾ |
| 08 | JPSEJPM DIVERSIFIED RT SMALL CAPDIVERSFD EQT ETF View history and evidence | $8.16M | 5.06% | 185.32K shares | 5.01% → 5.06%+0.05 pp +4.82K (+2.67%) | Added | ↗▾ |
| 09 | FXLFIRST TRUST TECHNOLOGY ALPHATECH ALPHADEX View history and evidence | $7.45M | 4.61% | 58.17K shares | 4.61% → 4.61%+0.00 pp -498 (-0.85%) | Reduced | ↗▾ |
| 10 | AAPLAPPLE INC View history and evidence | $6.35M | 3.93% | 33.00K shares | 4.00% → 3.93%-0.07 pp -90 (-0.27%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1842357 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-12
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 161495268
}Take these holdings further.
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