Top 35 Choice Wealth Advisors Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYV | SPDR SERIES TRUST | 12.05% | 542.7K | $30.7M | +1.55%(+8.29K) | $34.19(+75.43%) | 2026-03-31 | |
| DGRW | WISDOMTREE TR | 11.31% | 328.0K | $28.8M | +1.66%(+5.36K) | $65.24(+44.04%) | 2026-03-31 | |
| SPYG | SPDR SERIES TRUST | 9.06% | 235.7K | $23.1M | +2.53%(+5.82K) | $56.99(+99.59%) | 2026-03-31 | |
| JIRE | J P MORGAN EXCHANGE TRADED F | 9% | 302.8K | $22.9M | +0.68%(+2.05K) | $62.71(+26.43%) | 2026-03-31 | |
| JBND | J P MORGAN EXCHANGE TRADED F | 6.92% | 327.9K | $17.6M | new | $53.92(-0.96%) | 2026-03-31 | |
| JMTG | J P MORGAN EXCHANGE TRADED F | 6.5% | 324.6K | $16.6M | +2.82%(+8.91K) | $50.22(+0.87%) | 2026-03-31 | |
| DDWM | WISDOMTREE TR | 5.83% | 336.5K | $14.8M | new | $43.83(+3.89%) | 2026-03-31 | |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | 5.3% | 201.1K | $13.5M | +0.77%(+1.54K) | $45.52(+58.65%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 4.67% | 234.9K | $11.9M | +3.59%(+8.15K) | $50.64(-0.36%) | 2026-03-31 | |
| AVEM | AMERICAN CENTY ETF TR | 4.4% | 139.2K | $11.2M | +1.79%(+2.45K) | $72.05(+28.01%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.26% | +41.47% |
| Top 20 Holdings Unweighted | +15.51% | +54.12% |
Sign up free to track Choice Wealth Advisors Llc, compare funds side by side, and get alerts the moment positions change.