Choice Wealth Advisors LLC
CIK 1842357 · Holdings on Jun 30, 2025 · First reported Jul 8, 2025
Top ten holdings
Q2 2025- SPYV12.74%
- DGRW12.45%
- SPYG10.62%
- JIRE9.63%
- JMTG7.09%
- IHDG7.03%
- EELV5.70%
- JHMM5.49%
- JPST4.91%
- JMEE4.19%
Share classes counted separately79.85%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- SPYVWeight decreased · -1.51 pp14.25% → 12.74%Shares +3.20K (+0.60%)
- DGRWWeight decreased · -1.30 pp13.75% → 12.45%Shares -1.24K (-0.38%)
- AAPLWeight decreased · -0.77 pp3.90% → 3.13%Shares +77 (+0.23%)
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 30
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 | $28.20M | 12.74% | 538.69K shares | 14.25% → 12.74%-1.51 pp +3.20K (+0.60%) | Added | ↗▾ |
| 02 | DGRWWISDOMTREE U.S. QUALITY DIVIUS QTLY DIV GRT View history and evidence | $27.56M | 12.45% | 329.13K shares | 13.75% → 12.45%-1.30 pp -1.24K (-0.38%) | Reduced | ↗▾ |
| 03 | SPYGSS SPDR P S&P 500 GROWTH ETFPRTFLO S&P500 GW View history and evidence | $23.50M | 10.62% | 246.58K shares | 10.55% → 10.62%+0.07 pp -5.20K (-2.07%) | Reduced | ↗▾ |
| 04 | JIREJPMORGAN INT RES ENH EQTYINTRNL RES EQT View history and evidence | $21.31M | 9.63% | 301.18K shares | 10.27% → 9.63%-0.64 pp -7.95K (-2.57%) | Reduced | ↗▾ |
| 05 | JMTGMORTGAGE-BACKED SECURITIESMORTGAGE BACKED View history and evidence | $15.69M | 7.09% | 312.59K shares | Prior unavailable +312.59K | New | ↗▾ |
| 06 | IHDGWISDOMTREE INTERNATIONAL HEDITL HDG QTLY DIV View history and evidence | $15.55M | 7.03% | 345.17K shares | 7.80% → 7.03%-0.77 pp +361 (+0.10%) | Added | ↗▾ |
| 07 | EELVINVESCO S&P EMERGING MARKETSS&P EMRNG MKTS View history and evidence | $12.60M | 5.70% | 482.55K shares | 6.14% → 5.70%-0.44 pp -2.57K (-0.53%) | Reduced | ↗▾ |
| 08 | JHMMJOHN HANCOCK MULTI FACT MIDMULTIFACTOR MI View history and evidence | $12.15M | 5.49% | 198.73K shares | 5.96% → 5.49%-0.47 pp -736 (-0.37%) | Reduced | ↗▾ |
| 09 | JPSTJPMORGAN ULTRA-SHORT INCOMEULTRA SHRT ETF View history and evidence | $10.86M | 4.91% | 214.35K shares | 5.52% → 4.91%-0.61 pp +5.27K (+2.52%) | Added | ↗▾ |
| 10 | JMEEJPM SMA & MID CAP EN EQ ET-USMALL & MID CAP View history and evidence | $9.27M | 4.19% | 156.59K shares | 4.49% → 4.19%-0.30 pp +2.64K (+1.72%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 2
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| XLV SS HEALTH CARE SELECT SECTOR | Non-derivative | -2,035 | -$297.13K | SEC filing ↗ | SEC filing ↗ |
| JPSE JPM DIVERSIFIED RT SMALL CAP | Non-derivative | -4,618 | -$201.30K | SEC filing ↗ | SEC filing ↗ |
2 / 2 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1842357 · Period 2025-06-30
Data loaded 2026-09-23 · First reported 2025-07-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 221286584
}Take these holdings further.
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