Choice Wealth Advisors, LLC Portfolio Holdings

Choice Wealth Advisors, LLC

  • $203 Million
  • Q2 2025

Choice Wealth Advisors, LLC has filed its 13F form on July 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $203 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 $28.2M, Wisdomtree Tr Us Quality Divid with a value of $27.6M, Spdr Portfolio with a value of $23.5M, J P Morgan Exchg Traded Fd Tr with a value of $21.3M, and Wisdomtree Tr with a value of $15.5M.

Examining the 13F form we can see an increase of $13.9M in the current position value, from $189M to 203M.

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 $203 Million
ETFs: $182 Million
Technology: $10.3 Million
Consumer Cyclical: $8.24 Million
Financial Services: $1.54 Million
Industrials: $572,000
Energy: $209,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$28.2 Million 13.89% of portfolio
538,690
Q2 2025 Added 0.6%
$0
$27.6 Million 13.58% of portfolio
329,125
Q2 2025 Reduced 0.38%
$0
$23.5 Million 11.58% of portfolio
246,579
Q2 2025 Reduced 2.07%
$0
$21.3 Million 10.5% of portfolio
301,176
Q2 2025 Reduced 2.57%
$0
$15.5 Million 7.66% of portfolio
345,172
Q2 2025 Added 0.1%
$0
$12.6 Million 6.21% of portfolio
482,553
Q2 2025 Reduced 0.53%
$0
$12.1 Million 5.98% of portfolio
198,734
Q2 2025 Reduced 0.37%
$0
$10.9 Million 5.35% of portfolio
214,351
Q2 2025 Added 2.52%
$0
$9.27 Million 4.57% of portfolio
156,587
Q2 2025 Added 1.72%
$0
$8.99 Million 4.43% of portfolio
57,112
Q2 2025 Reduced 1.18%
$2.27T
$7.08 Million 3.49% of portfolio
32,257
Q2 2025 Added 0.16%
$0
$7.01 Million 3.45% of portfolio
284,044
Q2 2025 Reduced 0.05%
$3.39T
$6.93 Million 3.41% of portfolio
33,759
Q2 2025 Added 0.23%
$406B
$3.33 Million 1.64% of portfolio
21,082
Q1 2025 Added 0.4%
$0
$2.28 Million 1.12% of portfolio
40,601
Q1 2025 Reduced 1.23%
$934B
$1.16 Million 0.57% of portfolio
3,650
Q1 2025 Added 2.82%
$40.1B
$717,000 0.35% of portfolio
6,750
Q3 2022 New
$0
$688,000 0.34% of portfolio
1,248
Q4 2024 Added 13.87%
$0
$682,000 0.34% of portfolio
1,104
Q1 2025 Added 3.18%
$0
$600,000 0.3% of portfolio
12,100
Q2 2025 New
$0
$331,000 0.16% of portfolio
4,387
Q1 2025 Added 21.46%
$0
$300,000 0.15% of portfolio
5,900
Q2 2025 New
$274B
$282,000 0.14% of portfolio
1,099
Q1 2025 New
$74.5B
$290,000 0.14% of portfolio
2,878
Q2 2025 Added 1.2%
$0
$293,000 0.14% of portfolio
3,525
Q2 2025 Reduced 0.09%
$256B
$209,000 0.1% of portfolio
2,976
Q1 2025 New
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q2 2025 New
Peakstone Realty Trust
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 6.88%
$0
$0 0.0% of portfolio
42,062
Q2 2025 Reduced 0.23%

Summary

  • Portfolio
  • No. of Stocks 30
  • Current Value $203 Million
  • Prior Value $189 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 3 stocks
  • Additional Purchases 7 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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