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CIK: 0001842357
Total reported value
$285.0M
$285.0M
29 檔
36.6%
During the Q2 2024 filing period, Choice Wealth Advisors LLC (CIK: 0001842357) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $285.0M across 29 reported positions.
During Q2 2024, Choice Wealth Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 13.79% | -0.20% | +0.58% | |
| 2 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 13.74% | -0.43% | +0.56% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.02% | +0.58% | -2.20% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 9.88% | -0.15% | — | |
| 5 | IHDG | Wisdomtree International Hed | ETF-Other | 7.85% | -0.18% | +0.99% | |
| 6 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 5.79% | -0.18% | +3.63% | |
| 7 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.76% | -0.01% | +1.00% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.16% | -0.50% | +5.03% | |
| 9 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 4.36% | -0.08% | — | |
| 10 | FXL | First Trust Technology Alpha | ETF-Tech | 4.24% | +0.33% | +1.05% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 4.08% | +0.07% | — | |
| 12 | FTGC | First Trust Global Tactical | ETF-Other | 3.38% | -3.29% | EXIT | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.30% | +0.31% | -0.28% | |
| 14 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 2.73% | — | +2.82% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.33% | +0.06% | +917.49% | |
| 16 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.06% | — | -0.01% | |
| 17 | FXO | First Trust Financial Alphad | ETF-Other | 1.03% | — | -0.85% | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.41% | -0.03% | -2.05% | |
| 19 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | +0.01% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.28% | +0.04% | — | |
| 21 | STT | State Street CORP | Stock-Financials | 0.26% | +0.06% | — | |
| 22 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.21% | -0.02% | +0.81% | |
| 23 | PKST | Peakstone Realty Trust | Stock-Other | 0.18% | — | -1.83% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-Other | 0.16% | — | +2.11% | |
| 25 | TER | Teradyne Inc | Stock-Tech | 0.14% | +0.09% | +0.06% | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | -0.02% | +4.55% | |
| 27 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.12% | — | -97.23% | |
| 28 | SHEL | Shell Plc-adr | Stock-Energy | 0.11% | -0.03% | — | |
| 29 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.11% | +0.03% | — |
According to official SEC Form 13F filings, Choice Wealth Advisors LLC reported a total U.S. public equity portfolio value of $285.0M across 29 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DGRW, SPYV, SPYG) accounted for 36.6% of total reported equity market value during Q2 2024.
During Q2 2024, Choice Wealth Advisors LLC's top holdings by market value included DGRW (13.8%)、SPYV (13.7%)、SPYG (10.0%). The largest single position, DGRW, represented 13.8% of total portfolio value.
In Q2 2024, Choice Wealth Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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