Choice Wealth Advisors, LLC Portfolio Holdings

Choice Wealth Advisors, LLC

  • $197 Million
  • Q3 2024

Choice Wealth Advisors, LLC has filed its 13F form on October 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $197 Million distributed in 30 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 $27.8M, Wisdomtree Tr Us Quality Divid with a value of $27.6M, J P Morgan Exchg Traded Fd Tr with a value of $19.9M, Spdr Portfolio with a value of $19.3M, and Wisdomtree Tr with a value of $15.3M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $186M to 197M.

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 $197 Million
ETFs: $178 Million
Technology: $10.6 Million
Consumer Cyclical: $6.93 Million
Financial Services: $1.47 Million
Industrials: $600,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$27.8 Million 14.09% of portfolio
526,118
Q3 2024 Reduced 0.99%
$0
$27.6 Million 13.96% of portfolio
331,267
Q3 2024 Reduced 0.54%
$0
$19.9 Million 10.1% of portfolio
302,105
Q3 2024 Added 1.57%
$0
$19.3 Million 9.79% of portfolio
232,957
Q3 2024 Reduced 1.19%
$0
$15.3 Million 7.75% of portfolio
335,011
Q3 2024 Added 3.16%
$0
$12 Million 6.1% of portfolio
461,317
Q3 2024 Reduced 0.46%
$0
$11.9 Million 6.04% of portfolio
198,233
Q3 2024 Added 0.43%
$0
$10.1 Million 5.14% of portfolio
199,954
Q3 2024 Added 3.73%
$0
$9.11 Million 4.61% of portfolio
149,392
Q3 2024 Added 2.97%
$0
$8.39 Million 4.25% of portfolio
60,484
Q3 2024 Added 3.01%
$4.09T
$7.93 Million 4.02% of portfolio
34,050
Q3 2024 Reduced 6.82%
$0
$6.92 Million 3.51% of portfolio
292,307
Q3 2024 Added 9.63%
$2.29T
$6 Million 3.04% of portfolio
32,227
Q2 2024 Reduced 0.28%
$0
$5.45 Million 2.76% of portfolio
301,085
Q3 2024 Added 1.47%
$336B
$2.46 Million 1.24% of portfolio
20,248
Q2 2024 Added 917.49%
$0
$2.15 Million 1.09% of portfolio
42,026
Q3 2024 Reduced 0.19%
$585B
$868,000 0.44% of portfolio
1,888
Q3 2024 Reduced 1.26%
$36B
$597,000 0.3% of portfolio
6,750
Q3 2022 New
$0
$534,000 0.27% of portfolio
1,096
Q3 2024 Reduced 0.54%
$91.7B
$380,000 0.19% of portfolio
2,793
Q3 2024 Reduced 1.97%
$0
$313,000 0.16% of portfolio
2,035
Q3 2024 Reduced 2.07%
$0
$251,000 0.13% of portfolio
3,191
Q3 2024 Reduced 0.81%
$19.7B
$238,000 0.12% of portfolio
1,780
Q3 2024 Added 0.11%
$184B
$220,000 0.11% of portfolio
1,171
Q3 2024 New
$0
$213,000 0.11% of portfolio
3,612
Q1 2024 New
$0
$221,000 0.11% of portfolio
4,618
Q3 2024 Reduced 11.82%
$0
$200,000 0.1% of portfolio
349
Q3 2024 New
Peakstone Realty Trust
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 1.57%
$0
$0 0.0% of portfolio
43,881
Q2 2024 Reduced 0.01%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $197 Million
  • Prior Value $186 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 07, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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