Choice Wealth Advisors, LLC Portfolio Holdings

Choice Wealth Advisors, LLC

  • $193 Million
  • Q4 2024

Choice Wealth Advisors, LLC has filed its 13F form on January 15, 2025 for Q4 2024 where it was disclosed a total value porftolio of $193 Million distributed in 29 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 Value E with a value of $27.3M, Wisdomtree Tr Us Quality Divid with a value of $26.8M, Spdr Portfolio with a value of $21.4M, J P Morgan Exchg Traded Fd Tr with a value of $18.3M, and Wisdomtree Tr with a value of $15M.

Examining the 13F form we can see an decrease of $4.06M in the current position value, from $197M to 193M.

Choice Wealth Advisors, LLC is based out at Waterville, ME

Below you can find more details about Choice Wealth Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $193 Million
ETFs: $172 Million
Technology: $11.5 Million
Consumer Cyclical: $8.39 Million
Financial Services: $1.49 Million
Industrials: $355,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.3 Million 14.11% of portfolio
533,373
Q4 2024 Added 1.38%
$0
$26.8 Million 13.85% of portfolio
330,966
Q4 2024 Reduced 0.09%
$0
$21.4 Million 11.09% of portfolio
243,975
Q4 2024 Added 4.73%
$0
$18.3 Million 9.47% of portfolio
313,018
Q4 2024 Added 3.61%
$0
$15 Million 7.75% of portfolio
344,853
Q4 2024 Added 2.94%
$0
$11.7 Million 6.07% of portfolio
196,512
Q4 2024 Reduced 0.87%
$0
$11.2 Million 5.78% of portfolio
477,743
Q4 2024 Added 3.56%
$0
$10.5 Million 5.44% of portfolio
208,790
Q4 2024 Added 4.42%
$0
$8.97 Million 4.64% of portfolio
148,361
Q4 2024 Reduced 0.69%
$3.59T
$8.45 Million 4.37% of portfolio
33,749
Q4 2024 Reduced 0.88%
$0
$8.44 Million 4.36% of portfolio
56,791
Q4 2024 Reduced 6.11%
$0
$7.12 Million 3.68% of portfolio
297,505
Q4 2024 Added 1.78%
$2.4T
$6.96 Million 3.6% of portfolio
31,707
Q4 2024 Reduced 1.61%
$367B
$2.82 Million 1.46% of portfolio
20,998
Q4 2024 Added 3.7%
$0
$2.23 Million 1.15% of portfolio
41,107
Q4 2024 Reduced 2.19%
$1.3T
$1.43 Million 0.74% of portfolio
3,550
Q3 2023 Added 39.22%
$35.8B
$662,000 0.34% of portfolio
6,750
Q3 2022 New
$0
$638,000 0.33% of portfolio
1,248
Q4 2024 Added 13.87%
$0
$627,000 0.32% of portfolio
1,070
Q4 2024 Added 206.59%
$0
$411,000 0.21% of portfolio
23,250
Q4 2024 Reduced 92.28%
$97.5B
$355,000 0.18% of portfolio
2,817
Q4 2024 Added 0.86%
$0
$279,000 0.14% of portfolio
2,035
Q3 2024 Reduced 2.07%
$0
$249,000 0.13% of portfolio
3,262
Q4 2024 Added 2.23%
$20.7B
$224,000 0.12% of portfolio
1,781
Q4 2024 Added 0.06%
$0
$229,000 0.12% of portfolio
3,612
Q1 2024 New
$0
$216,000 0.11% of portfolio
4,618
Q3 2024 Reduced 11.82%
Peakstone Realty Trust
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 6.29%
$0
$0 0.0% of portfolio
42,037
Q4 2024 Reduced 4.2%

Summary

  • Portfolio
  • No. of Stocks 29
  • Current Value $193 Million
  • Prior Value $197 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 15, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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