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CIK: 0001842357
Total reported value
$285.0M
$285.0M
29 檔
38.2%
In Q4 2024, Choice Wealth Advisors LLC's U.S. equity holdings reached a combined market value of $285.0M, distributed across 29 disclosed stock positions.
During Q4 2024, Choice Wealth Advisors LLC performed routine portfolio adjustments (0 new buys, 13 additions, 11 trims, and 1 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 13.93% | -0.43% | +1.38% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 13.68% | -0.20% | -0.09% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.95% | +0.58% | +4.73% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 9.35% | -0.15% | +3.61% | |
| 5 | IHDG | Wisdomtree International Hed | ETF-Other | 7.66% | -0.18% | +2.94% | |
| 6 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.99% | -0.01% | -0.87% | |
| 7 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 5.71% | -0.18% | +3.56% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 5.37% | -0.50% | +4.42% | |
| 9 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 4.58% | -0.08% | -0.69% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 4.32% | +0.07% | -0.88% | |
| 11 | FXL | First Trust Technology Alpha | ETF-Tech | 4.31% | +0.33% | -6.11% | |
| 12 | FTGC | First Trust Global Tactical | ETF-Other | 3.64% | -3.29% | EXIT | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.55% | +0.31% | -1.61% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 1.44% | +0.06% | +3.70% | |
| 15 | FXO | First Trust Financial Alphad | ETF-Other | 1.14% | — | -2.19% | |
| 16 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.08% | — | -4.20% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.73% | +0.01% | — | |
| 18 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.42% | -0.03% | -3.65% | |
| 19 | STT | State Street CORP | Stock-Financials | 0.34% | +0.06% | — | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.04% | +13.87% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.32% | +0.01% | +206.59% | |
| 22 | FPE | Ft-preferred Secur & Inc ETF | ETF-Other | 0.21% | — | -92.28% | |
| 23 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.18% | -0.02% | +0.86% | |
| 24 | PKST | Peakstone Realty Trust | Stock-Other | 0.17% | — | -6.29% | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 0.14% | — | — | |
| 26 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | -0.02% | +2.23% | |
| 27 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.12% | +0.03% | — | |
| 28 | TER | Teradyne Inc | Stock-Tech | 0.11% | +0.09% | +0.06% | |
| 29 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPYG | Ss Spdr P S&p 500 Growth ETF | +1.3% | +4.73% | Add |
| 2 | AMZN | Amazon.com Inc | +0.6% | -1.61% | Trim |
| 3 | AAPL | Apple Inc | +0.4% | -0.88% | Trim |
| 4 | JPST | Jpmorgan Ultra-short Income | +0.3% | +4.42% | Add |
| 5 | TSLA | Tesla Inc | +0.3% | — | Unchanged |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +206.59% | Add |
| 7 | NVDA | Nvidia CORP | +0.2% | +3.70% | Add |
| 8 | FTGC | First Trust Global Tactical | +0.2% | +1.78% | Add |
| 9 | FXL | First Trust Technology Alpha | +0.1% | -6.11% | Trim |
| 10 | FXO | First Trust Financial Alphad | +0.1% | -2.19% | Trim |
| 11 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +13.87% | Add |
| 12 | STT | State Street CORP | 0% | — | Unchanged |
| 13 | SPYV | Ss Spdr P S&p 500 Value ETF | 0% | +1.38% | Add |
| 14 | JHMM | John Hancock Multi Fact Mid | 0% | -0.87% | Trim |
| 15 | JMEE | JPM Sma & Mid Cap En Eq Et-u | 0% | -0.69% | Trim |
| 16 | IHDG | Wisdomtree International Hed | 0% | +2.94% | Add |
| 17 | CIBR | First Trust Nasdaq Cybersecu | 0% | — | Unchanged |
| 18 | JPSE | JPM Diversified Rt Small Cap | — | — | Unchanged |
| 19 | AOA | Ishares Core 80/20 Aggressiv | — | +2.23% | Add |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.65% | Trim |
| 21 | UPS | United Parcel Service-cl B | 0% | +0.86% | Add |
| 22 | TER | Teradyne Inc | 0% | +0.06% | Add |
| 23 | XLV | Ss Health Care Select Sector | 0% | — | Unchanged |
| 24 | RSPN | Invesco S&p 500 Equal Weight | 0% | -4.20% | Trim |
| 25 | PKST | Peakstone Realty Trust | 0% | -6.29% | Trim |
| 26 | DGRW | Wisdomtree U.s. Quality Divi | -0.1% | -0.09% | Trim |
| 27 | GE | General Electric | -0.1% | EXIT | Sold out |
| 28 | EELV | Invesco S&p Emerging Markets | -0.3% | +3.56% | Add |
| 29 | JIRE | Jpmorgan Int Res Enh Eqty | -0.6% | +3.61% | Add |
| 30 | FPE | Ft-preferred Secur & Inc ETF | -2.5% | -92.28% | Trim |
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 Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including SPYV, DGRW, SPYG) accounted for 38.2% of total reported equity market value during Q4 2024.
Top Position Liquidated / Trimmed
GE
前期市值: $220.8K
During Q4 2024, Choice Wealth Advisors LLC's top holdings by market value included SPYV (13.9%)、DGRW (13.7%)、SPYG (10.9%). The largest single position, SPYV, represented 13.9% of total portfolio value.
In Q4 2024, Choice Wealth Advisors LLC made 25 total portfolio adjustments, initiating 0 new buys, adding to 13 positions, trimming 11 holdings, and fully liquidating 1 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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