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Choice Wealth Advisors Llc

Portfolio Manager
Choice Wealth Advisors LLC
Performance
-0.92% (2026 Q1)
AUM (13F)
$254.79M
# of Holdings
35
Performance Rank
Allocation (Top 20)
96.31%

Choice Wealth Advisors Llc Holdings Map

Top 35 Choice Wealth Advisors Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
SPYV
SPDR SERIES TRUST
12.05%542.7K$30.7M
+1.55%(+8.29K)
2025-Q1: 535.5K shares2025-Q2: 538.7K shares2025-Q3: 536.4K shares2025-Q4: 534.4K shares2026-Q1: 542.7K shares
$34.19(+75.43%)
2026-03-31
DGRW
WISDOMTREE TR
11.31%328.0K$28.8M
+1.66%(+5.36K)
2025-Q1: 330.4K shares2025-Q2: 329.1K shares2025-Q3: 321.7K shares2025-Q4: 322.6K shares2026-Q1: 328.0K shares
$65.24(+44.04%)
2026-03-31
SPYG
SPDR SERIES TRUST
9.06%235.7K$23.1M
+2.53%(+5.82K)
2025-Q1: 251.8K shares2025-Q2: 246.6K shares2025-Q3: 235.8K shares2025-Q4: 229.9K shares2026-Q1: 235.7K shares
$56.99(+99.59%)
2026-03-31
JIRE
J P MORGAN EXCHANGE TRADED F
9%302.8K$22.9M
+0.68%(+2.05K)
2025-Q1: 309.1K shares2025-Q2: 301.2K shares2025-Q3: 300.6K shares2025-Q4: 300.7K shares2026-Q1: 302.8K shares
$62.71(+26.43%)
2026-03-31
JBND
J P MORGAN EXCHANGE TRADED F
6.92%327.9K$17.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 327.9K shares
$53.92(-0.96%)
2026-03-31
JMTG
J P MORGAN EXCHANGE TRADED F
6.5%324.6K$16.6M
+2.82%(+8.91K)
2025-Q1: 0 shares2025-Q2: 312.6K shares2025-Q3: 312.0K shares2025-Q4: 315.7K shares2026-Q1: 324.6K shares
$50.22(+0.87%)
2026-03-31
DDWM
WISDOMTREE TR
5.83%336.5K$14.8Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 336.5K shares
$43.83(+3.89%)
2026-03-31
JHMM
JOHN HANCOCK EXCHANGE TRADED
5.3%201.1K$13.5M
+0.77%(+1.54K)
2025-Q1: 199.5K shares2025-Q2: 198.7K shares2025-Q3: 199.1K shares2025-Q4: 199.6K shares2026-Q1: 201.1K shares
$45.52(+58.65%)
2026-03-31
JPST
J P MORGAN EXCHANGE TRADED F
4.67%234.9K$11.9M
+3.59%(+8.15K)
2025-Q1: 209.1K shares2025-Q2: 214.4K shares2025-Q3: 223.2K shares2025-Q4: 226.8K shares2026-Q1: 234.9K shares
$50.64(-0.36%)
2026-03-31
AVEM
AMERICAN CENTY ETF TR
4.4%139.2K$11.2M
+1.79%(+2.45K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 133.5K shares2025-Q4: 136.8K shares2026-Q1: 139.2K shares
$72.05(+28.01%)
2026-03-31

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