Choice Wealth Advisors LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 15, 2025), Choice Wealth Advisors LLC reported 29 stock positions worth $195.8 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 13.9% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 13.7%) and SS SPDR P S&P 500 Growth ETF (SPYG, 11.0%). Compared with Q3 2024, it sold out of 1, added to 13 and reduced 11. The biggest buy was SS SPDR P S&P 500 Growth ETF (SPYG, shares +5%) and the biggest sale FT-Preferred Secur & Inc. ETF (FPE, shares −92%).
- Most Recent 13F
- Q2 2026
- Location
- WATERVILLE, ME
- CIK
- 0001842357
- Portfolio Value
- $195.8M (Q4 2024)
- SEC Filing
- 0001951757-25-000047 ↗ filed Jan 15, 2025
Holdings Value
Holdings 29 stocks · $195.8M
| SPYV SS SPDR P S&P 500 Value ETF | 13.93% | 533,373 | $27.3M | Add +1.4% |
| DGRW Wisdomtree U.S. Quality Divi | 13.68% | 330,966 | $26.8M | Reduce -0.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 10.95% | 243,975 | $21.4M | Add +4.7% |
| JIRE JPMorgan Int Res Enh Eqty | 9.35% | 313,018 | $18.3M | Add +3.6% |
| IHDG Wisdomtree International Hed | 7.66% | 344,853 | $15.0M | Add +2.9% |
| JHMM John Hancock Multi Fact Mid | 5.99% | 196,512 | $11.7M | Reduce -0.9% |
| EELV Invesco S&P Emerging Markets | 5.71% | 477,743 | $11.2M | Add +3.6% |
| JPST JPMorgan Ultra-Short Income | 5.37% | 208,790 | $10.5M | Add +4.4% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 4.58% | 148,361 | $9.0M | Reduce -0.7% |
| AAPL Apple Inc. | 4.32% | 33,749 | $8.5M | Reduce -0.9% |
| FXL First Trust Technology Alpha | 4.31% | 56,791 | $8.4M | Reduce -6.1% |
| FTGC First Trust Global Tactical | 3.64% | 297,505 | $7.1M | Add +1.8% |
| AMZN Amazon.com Inc. | 3.55% | 31,707 | $7.0M | Reduce -1.6% |
| NVDA Nvidia Corp. | 1.44% | 20,998 | $2.8M | Add +3.7% |
| FXO First Trust Financial Alphad | 1.14% | 41,107 | $2.2M | Reduce -2.2% |
| RSPN Invesco S&P 500 Equal Weight | 1.08% | 42,037 | $2.1M | Reduce -4.2% |
| TSLA Tesla Inc. | 0.73% | 3,550 | $1.4M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,819 | $825K | Reduce -3.6% |
| STT State Street Corp. | 0.34% | 6,750 | $663K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.33% | 1,248 | $638K | Add +13.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 1,070 | $627K | Add +206.6% |
| FPE FT-Preferred Secur & Inc. ETF | 0.21% | 23,250 | $412K | Reduce -92.3% |
| UPS United Parcel Service Class B | 0.18% | 2,817 | $355K | Add +0.9% |
| PKST Peakstone Realty Trust | 0.17% | 29,513 | $327K | Reduce -6.3% |
| XLV SS Health Care Select Sector | 0.14% | 2,035 | $280K | No change |
| AOA iShares Core 80/20 Aggressiv | 0.13% | 3,262 | $250K | Add +2.2% |
| CIBR First Trust Nasdaq Cybersecu | 0.12% | 3,612 | $229K | No change |
| TER Teradyne Inc. | 0.11% | 1,781 | $224K | Add +0.1% |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.11% | 4,618 | $216K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| FPE FT-Preferred Secur & Inc. ETF | Reduce -92.3% | 0.21% | −2.51 |
| GE General Electric | Sold out | 0.00% | −0.11 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.1% | 13.68% | −0.09 |
| PKST Peakstone Realty Trust | Reduce -6.3% | 0.17% | −0.05 |
| RSPN Invesco S&P 500 Equal Weight | Reduce -4.2% | 1.08% | −0.05 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 0.42% | −0.01 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Reduce -0.7% | 4.58% | +0.03 |
| JHMM John Hancock Multi Fact Mid | Reduce -0.9% | 5.99% | +0.03 |
| FXO First Trust Financial Alphad | Reduce -2.2% | 1.14% | +0.06 |
| FXL First Trust Technology Alpha | Reduce -6.1% | 4.31% | +0.12 |
| AAPL Apple Inc. | Reduce -0.9% | 4.32% | +0.35 |
| AMZN Amazon.com Inc. | Reduce -1.6% | 3.55% | +0.55 |
Portfolio Buys Q3 2024 → Q4 2024
| SPYG SS SPDR P S&P 500 Growth ETF | Add +4.7% | 10.95% | +1.30 |
| JPST JPMorgan Ultra-Short Income | Add +4.4% | 5.37% | +0.30 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +206.6% | 0.32% | +0.22 |
| NVDA Nvidia Corp. | Add +3.7% | 1.44% | +0.21 |
| FTGC First Trust Global Tactical | Add +1.8% | 3.64% | +0.18 |
| QQQ Invesco QQQ Trust Series 1 | Add +13.9% | 0.33% | +0.06 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +1.4% | 13.93% | +0.03 |
| IHDG Wisdomtree International Hed | Add +2.9% | 7.66% | +0.01 |
| AOA iShares Core 80/20 Aggressiv | Add +2.2% | 0.13% | +0.00 |
| TER Teradyne Inc. | Add +0.1% | 0.11% | −0.00 |
| UPS United Parcel Service Class B | Add +0.9% | 0.18% | −0.01 |
| EELV Invesco S&P Emerging Markets | Add +3.6% | 5.71% | −0.30 |
| JIRE JPMorgan Int Res Enh Eqty | Add +3.6% | 9.35% | −0.61 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 35 | $285.0M | SPYV, DGRW, SPYG, JIRE, JBND |
| Q1 2026 | 35 | $254.8M | SPYV, DGRW, SPYG, JIRE, JBND |
| Q4 2025 | 33 | $252.9M | SPYV, DGRW, SPYG, JIRE, IHDG |
| Q3 2025 | 32 | $233.3M | SPYV, DGRW, SPYG, JIRE, IHDG |
| Q2 2025 | 30 | $221.3M | SPYV, DGRW, SPYG, JIRE, JMTG |
| Q1 2025 | 29 | $191.9M | SPYV, DGRW, SPYG, JIRE, IHDG |
| Q4 2024 | 29 | $195.8M | SPYV, DGRW, SPYG, JIRE, IHDG |
| Q3 2024 | 30 | $200.1M | SPYV, DGRW, JIRE, SPYG, IHDG |
| Q2 2024 | 29 | $188.5M | DGRW, SPYV, SPYG, JIRE, IHDG |
| Q1 2024 | 26 | $165.1M | SPYV, DGRW, SPYG, IHDG, JHMM |