Choice Wealth Advisors, LLC Portfolio Holdings

Choice Wealth Advisors, LLC

  • $215 Million
  • Q3 2025

Choice Wealth Advisors, LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $215 Million distributed in 32 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 $29.7M, Wisdomtree Tr Us Quality Divid with a value of $28.6M, Spdr Portfolio with a value of $24.6M, J P Morgan Exchg Traded Fd Tr with a value of $22.1M, and Wisdomtree Tr with a value of $16.5M.

Examining the 13F form we can see an increase of $11.7M in the current position value, from $203M to 215M.

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 $215 Million
ETFs: $191 Million
Technology: $12.8 Million
Consumer Cyclical: $8.57 Million
Financial Services: $1.6 Million
Industrials: $573,000
Energy: $212,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$29.7 Million 13.82% of portfolio
536,400
Q3 2025 Reduced 0.43%
$0
$28.6 Million 13.33% of portfolio
321,720
Q3 2025 Reduced 2.25%
$0
$24.6 Million 11.48% of portfolio
235,788
Q3 2025 Reduced 4.38%
$0
$22.1 Million 10.3% of portfolio
300,572
Q3 2025 Reduced 0.2%
$0
$16.5 Million 7.68% of portfolio
357,731
Q3 2025 Added 3.64%
$0
$12.9 Million 6.0% of portfolio
199,092
Q3 2025 Added 0.18%
$0
$11.3 Million 5.27% of portfolio
223,194
Q3 2025 Added 4.13%
$0
$10 Million 4.67% of portfolio
133,520
Q3 2025 New
$0
$9.98 Million 4.65% of portfolio
157,394
Q3 2025 Added 0.52%
$0
$9.47 Million 4.41% of portfolio
56,392
Q3 2025 Reduced 1.26%
$4.3T
$8.6 Million 4.0% of portfolio
33,759
Q2 2025 Added 0.23%
$0
$7.49 Million 3.49% of portfolio
289,338
Q3 2025 Added 1.86%
$2.39T
$6.95 Million 3.23% of portfolio
31,632
Q3 2025 Reduced 1.94%
$465B
$3.94 Million 1.84% of portfolio
21,122
Q3 2025 Added 0.19%
$0
$2.82 Million 1.31% of portfolio
105,828
Q3 2025 Reduced 78.07%
$0
$2.38 Million 1.11% of portfolio
40,141
Q3 2025 Reduced 1.13%
$662B
$817,000 0.38% of portfolio
1,627
Q3 2025 Reduced 3.78%
$42.9B
$783,000 0.36% of portfolio
6,750
Q3 2022 New
$0
$749,000 0.35% of portfolio
1,248
Q4 2024 Added 13.87%
$0
$736,000 0.34% of portfolio
1,106
Q3 2025 Added 0.18%
$0
$610,000 0.28% of portfolio
12,100
Q2 2025 New
$0
$333,000 0.16% of portfolio
4,387
Q1 2025 Added 21.46%
$0
$313,000 0.15% of portfolio
3,559
Q3 2025 Added 0.96%
$328B
$330,000 0.15% of portfolio
1,099
Q1 2025 New
$0
$301,000 0.14% of portfolio
5,900
Q2 2025 New
$26.6B
$246,000 0.11% of portfolio
1,788
Q3 2025 New
$68.7B
$243,000 0.11% of portfolio
2,917
Q3 2025 Added 1.36%
$270B
$212,000 0.1% of portfolio
2,976
Q1 2025 New
Peakstone Realty Trust
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 3.05%
$0
$0 0.0% of portfolio
42,062
Q2 2025 Reduced 0.23%
J P Morgan Exchange Traded F
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 0.2%

Summary

  • Portfolio
  • No. of Stocks 32
  • Current Value $215 Million
  • Prior Value $203 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 2 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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