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CIK: 0001842357
Total reported value
$285.0M
$285.0M
30 檔
40.8%
According to the latest 13F quarterly dataset, Choice Wealth Advisors LLC managed an equity portfolio of $285.0M at the end of Q2 2025, spanning 30 distinct U.S. exchange-listed positions.
Choice Wealth Advisors LLC executed strategic sector rebalancing during Q2 2025, establishing 3 new positions while fully exiting 2 holdings and trimming 11 positions.
| # | 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 | 12.74% | -0.43% | +0.60% | |
| 2 | DGRW | Wisdomtree U.s. Quality Divi | ETF-Other | 12.45% | -0.20% | -0.38% | |
| 3 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.62% | +0.58% | -2.07% | |
| 4 | JIRE | Jpmorgan Int Res Enh Eqty | ETF-Other | 9.63% | -0.15% | -2.57% | |
| 5 | JMTG | Mortgage-backed Securities | ETF-Other | 7.09% | -0.50% | — | |
| 6 | IHDG | Wisdomtree International Hed | ETF-Other | 7.03% | -0.18% | +0.10% | |
| 7 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 5.70% | -0.18% | -0.53% | |
| 8 | JHMM | John Hancock Multi Fact Mid | ETF-Other | 5.49% | -0.01% | -0.37% | |
| 9 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 4.91% | -0.50% | +2.52% | |
| 10 | JMEE | JPM Sma & Mid Cap En Eq Et-u | ETF-Other | 4.19% | -0.08% | +1.72% | |
| 11 | FXL | First Trust Technology Alpha | ETF-Tech | 4.06% | +0.33% | -1.18% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.20% | +0.31% | +0.16% | |
| 13 | FTGC | First Trust Global Tactical | ETF-Other | 3.17% | -3.29% | EXIT | |
| 14 | AAPL | Apple Inc | Stock-Tech | 3.13% | +0.07% | +0.23% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.51% | +0.06% | — | |
| 16 | FXO | First Trust Financial Alphad | ETF-Other | 1.03% | — | — | |
| 17 | RSPN | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | — | -0.23% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.01% | — | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.37% | -0.03% | -3.59% | |
| 20 | STT | State Street CORP | Stock-Financials | 0.32% | +0.06% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.31% | +0.04% | — | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.31% | +0.01% | — | |
| 23 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 0.27% | -0.02% | — | |
| 24 | PKST | Peakstone Realty Trust | Stock-Other | 0.16% | — | -6.88% | |
| 25 | CIBR | First Trust Nasdaq Cybersecu | ETF-Tech | 0.15% | +0.03% | — | |
| 26 | JMST | JPM Ultra-short Muni Income | ETF-Other | 0.14% | -0.01% | — | |
| 27 | AOA | Ishares Core 80/20 Aggressiv | ETF-Other | 0.13% | -0.02% | -0.09% | |
| 28 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.13% | -0.02% | +1.20% | |
| 29 | GE | General Electric | Stock-Industrials | 0.13% | +0.02% | — | |
| 30 | SHEL | Shell Plc-adr | Stock-Energy | 0.09% | -0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JMTG | Mortgage-backed Securities | +7.1% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +0.3% | — | Unchanged |
| 3 | JMUB | Jpmorgan Municipal ETF | +0.3% | NEW | New buy |
| 4 | JMST | JPM Ultra-short Muni Income | +0.1% | NEW | New buy |
| 5 | FXL | First Trust Technology Alpha | +0.1% | -1.18% | Trim |
| 6 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -2.07% | Trim |
| 7 | TSLA | Tesla Inc | 0% | — | Unchanged |
| 8 | GE | General Electric | 0% | — | Unchanged |
| 9 | AMZN | Amazon.com Inc | 0% | +0.16% | Add |
| 10 | STT | State Street CORP | 0% | — | Unchanged |
| 11 | QQQ | Invesco Qqq Trust Series 1 | 0% | — | Unchanged |
| 12 | CIBR | First Trust Nasdaq Cybersecu | 0% | — | Unchanged |
| 13 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 14 | AOA | Ishares Core 80/20 Aggressiv | 0% | -0.09% | Trim |
| 15 | SHEL | Shell Plc-adr | 0% | — | Unchanged |
| 16 | UPS | United Parcel Service-cl B | 0% | +1.20% | Add |
| 17 | PKST | Peakstone Realty Trust | 0% | -6.88% | Trim |
| 18 | RSPN | Invesco S&p 500 Equal Weight | -0.1% | -0.23% | Trim |
| 19 | FXO | First Trust Financial Alphad | -0.1% | — | Unchanged |
| 20 | JPSE | JPM Diversified Rt Small Cap | -0.1% | EXIT | Sold out |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.59% | Trim |
| 22 | XLV | Ss Health Care Select Sector | -0.2% | EXIT | Sold out |
| 23 | JMEE | JPM Sma & Mid Cap En Eq Et-u | -0.3% | +1.72% | Add |
| 24 | EELV | Invesco S&p Emerging Markets | -0.4% | -0.53% | Trim |
| 25 | JHMM | John Hancock Multi Fact Mid | -0.5% | -0.37% | Trim |
| 26 | JPST | Jpmorgan Ultra-short Income | -0.6% | +2.52% | Add |
| 27 | FTGC | First Trust Global Tactical | -0.6% | -0.05% | Trim |
| 28 | JIRE | Jpmorgan Int Res Enh Eqty | -0.6% | -2.57% | Trim |
| 29 | IHDG | Wisdomtree International Hed | -0.8% | +0.10% | Add |
| 30 | AAPL | Apple Inc | -0.8% | +0.23% | Add |
| 31 | DGRW | Wisdomtree U.s. Quality Divi | -1.3% | -0.38% | Trim |
| 32 | SPYV | Ss Spdr P S&p 500 Value ETF | -1.5% | +0.60% | Add |
According to official SEC Form 13F filings, Choice Wealth Advisors LLC reported a total U.S. public equity portfolio value of $285.0M across 30 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPYV, DGRW, SPYG) accounted for 40.8% of total reported equity market value during Q2 2025.
Top New Position Initiated
JMTG
市值: $15.7M
Top Position Liquidated / Trimmed
XLV
前期市值: $297.1K
During Q2 2025, Choice Wealth Advisors LLC's top holdings by market value included SPYV (12.7%)、DGRW (12.4%)、SPYG (10.6%). The largest single position, SPYV, represented 12.7% of total portfolio value.
In Q2 2025, Choice Wealth Advisors LLC made 23 total portfolio adjustments, initiating 3 new buys, adding to 7 positions, trimming 11 holdings, and fully liquidating 2 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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