CW
| |
Choice Wealth Advisors, LLC13F | |
| Choice Wealth Advisors, LLC | |
| Last update 2025-07-08 | 30 Stocks (3 new) |
| Value $221.00 Mil | Turnover 8 % |
Choice Wealth Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPYV | SPDR Portfolio S&P 500 Value ETF | 538,690 | 28,195.0 | +0.60% | 12.740 | +0.08% | 0.110 | +11.76% | +4.26% | 26,844.9 | ||
DGRW |
WisdomTree U.S. Dividend Growth Fund
WisdomTree U.S. Dividend Growth Fund
| 329,125 | 27,560.9 | -0.38% | 12.450 | -0.05% | 0.180 | +13.30% | +5.67% | 15,984.8 | ||
SPYG | SPDR Portfolio S&P 500 Growth ETF | 246,579 | 23,503.9 | -2.07% | 10.620 | -0.22% | 0.060 | +27.21% | +10.98% | 38,694.0 | ||
JIRE |
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
| 301,176 | 21,314.3 | -2.57% | 9.630 | -0.26% | 0.280 | +10.47% | +19.38% | 7,682.0 | ||
JMTG |
JPMorgan Mortgage-Backed Securities ETF
JPMorgan Mortgage-Backed Securities ETF
| 312,589 | 15,688.8 | New Holding | 7.090 | +7.09% | - | - | - | 5,771.0 | ||
IHDG |
WisdomTree International Hedged Quality Dividend Growth Fund
WisdomTree International Hedged Quality Dividend Growth Fund
| 345,172 | 15,550.0 | +0.10% | 7.030 | +0.01% | 0.620 | +11.34% | +5.15% | 2,478.9 | ||
EELV |
Invesco S&P Emerging Markets Low Volatility ETF
Invesco S&P Emerging Markets Low Volatility ETF
| 482,553 | 12,604.3 | -0.53% | 5.700 | -0.03% | 3.220 | +9.41% | +14.13% | 393.5 | ||
JHMM |
John Hancock Multifactor Mid Cap ETF
John Hancock Multifactor Mid Cap ETF
| 198,734 | 12,148.6 | -0.37% | 5.490 | -0.02% | 0.290 | +15.98% | +4.50% | 4,175.8 | ||
JPST | JPMorgan Ultra-Short Income ETF | 214,351 | 10,863.3 | +2.52% | 4.910 | +0.12% | 0.030 | +1.35% | +2.74% | 32,077.9 | ||
JMEE |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
| 156,587 | 9,271.5 | +1.72% | 4.190 | +0.07% | 0.500 | +15.78% | +0.23% | 1,907.6 |
Choice Wealth Advisors, LLC's Historical Top Holdings Breakdowns
Choice Wealth Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
JMTG |
JPMorgan Mortgage-Backed Securities ETF
JPMorgan Mortgage-Backed Securities ETF
| 2025-06-30 | New Buy New Buy | +7.09% | 50.19 ($50.19) 50.19 | $49.73 | -0.92% | New holding | 312,589 | 312,589 | |
JMUB | JPMorgan Municipal ETF | 2025-06-30 | New Buy New Buy | +0.27% | 48.46 ($49.41) 50.2 | $49.09 | -0.65% | New holding | 12,100 | 12,100 | |
JIRE |
JPMorgan International Research Enhanced Equity ETF
JPMorgan International Research Enhanced Equity ETF
| 2025-06-30 | Reduce Reduce | -0.26% | 56.88 ($66.64) 70.77 | $69.85 | 4.82% | Reduce -2.57% | 301,176 | -7,952 | |
SPYG | SPDR Portfolio S&P 500 Growth ETF | 2025-06-30 | Reduce Reduce | -0.22% | 71.83 ($85.64) 95.32 | $97.27 | 13.58% | Reduce -2.07% | 246,579 | -5,202 | |
XLV | Health Care Select Sector SPDR | 2025-06-30 | Sold Out Sold Out | -0.15% | 128.77 ($135.21) 146.01 | $131.84 | -2.49% | Sold Out | 0 | -2,035 | |
JMST |
JPMorgan Ultra-Short Municipal Income ETF
JPMorgan Ultra-Short Municipal Income ETF
| 2025-06-30 | New Buy New Buy | +0.14% | 50.52 ($50.75) 50.92 | $50.91 | 0.33% | New holding | 5,900 | 5,900 | |
JPST | JPMorgan Ultra-Short Income ETF | 2025-06-30 | Add Add | +0.12% | 50.36 ($50.51) 50.68 | $50.60 | 0.18% | Add 2.52% | 214,351 | 5,273 | |
JPSE |
JPMorgan Diversified Return U.S. Small Cap Equity ETF
JPMorgan Diversified Return U.S. Small Cap Equity ETF
| 2025-06-30 | Sold Out Sold Out | -0.10% | 38.2 ($43.18) 45.49 | $46.28 | 7.19% | Sold Out | 0 | -4,618 | |
SPYV | SPDR Portfolio S&P 500 Value ETF | 2025-06-30 | Add Add | +0.08% | 45.11 ($49.99) 52.34 | $52.87 | 5.76% | Add 0.6% | 538,690 | 3,204 | |
JMEE |
JPMorgan Small & Mid Cap Enhanced Equity ETF
JPMorgan Small & Mid Cap Enhanced Equity ETF
| 2025-06-30 | Add Add | +0.07% | 49.07 ($55.97) 59.23 | $60.61 | 8.29% | Add 1.72% | 156,587 | 2,643 |
Choice Wealth Advisors, LLC Total Holding History ($B)
Choice Wealth Advisors, LLC's Asset Allocation
Choice Wealth Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Choice Wealth Advisors, LLC's Hypothetical Growth since 2025-06-30
Choice Wealth Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Choice Wealth Advisors, LLC's Holdings Heat Map
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Choice Wealth Advisors, LLC's Holdings Bubble Chart
Choice Wealth Advisors, LLC News
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