Choice Wealth Advisors LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 11, 2025), Choice Wealth Advisors LLC reported 29 stock positions worth $191.9 million. Its top holding was SS SPDR P S&P 500 Value ETF (SPYV) at 14.3% of the portfolio, followed by Wisdomtree U.S. Quality Divi (DGRW, 13.7%) and SS SPDR P S&P 500 Growth ETF (SPYG, 10.5%). Compared with Q4 2024, it opened 2 new positions, sold out of 2, added to 15 and reduced 8. The biggest buy was Invesco S&P Emerging Markets (EELV, shares +2%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- WATERVILLE, ME
- CIK
- 0001842357
- Portfolio Value
- $191.9M (Q1 2025)
- SEC Filing
- 0001951757-25-000287 ↗ filed Apr 11, 2025
Holdings Value
Holdings 29 stocks · $191.9M
| SPYV SS SPDR P S&P 500 Value ETF | 14.25% | 535,486 | $27.3M | Add +0.4% |
| DGRW Wisdomtree U.S. Quality Divi | 13.75% | 330,368 | $26.4M | Reduce -0.2% |
| SPYG SS SPDR P S&P 500 Growth ETF | 10.55% | 251,781 | $20.2M | Add +3.2% |
| JIRE JPMorgan Int Res Enh Eqty | 10.27% | 309,128 | $19.7M | Reduce -1.2% |
| IHDG Wisdomtree International Hed | 7.80% | 344,811 | $15.0M | Reduce -0.0% |
| EELV Invesco S&P Emerging Markets | 6.14% | 485,120 | $11.8M | Add +1.5% |
| JHMM John Hancock Multi Fact Mid | 5.96% | 199,470 | $11.4M | Add +1.5% |
| JPST JPMorgan Ultra-Short Income | 5.52% | 209,078 | $10.6M | Add +0.1% |
| JMEE JPM Sma & Mid Cap En Eq Et-U filed as J P MORGAN EXCHANGE TRADED F | 4.49% | 153,944 | $8.6M | Add +3.8% |
| FXL First Trust Technology Alpha | 3.98% | 57,792 | $7.6M | Add +1.8% |
| AAPL Apple Inc. | 3.90% | 33,682 | $7.5M | Reduce -0.2% |
| FTGC First Trust Global Tactical | 3.78% | 284,189 | $7.3M | Reduce -4.5% |
| AMZN Amazon.com Inc. | 3.19% | 32,207 | $6.1M | Add +1.6% |
| NVDA Nvidia Corp. | 1.19% | 21,082 | $2.3M | Add +0.4% |
| FXO First Trust Financial Alphad | 1.12% | 40,601 | $2.2M | Reduce -1.2% |
| RSPN Invesco S&P 500 Equal Weight | 1.08% | 42,161 | $2.1M | Add +0.3% |
| TSLA Tesla Inc. | 0.49% | 3,650 | $946K | Add +2.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.49% | 1,754 | $934K | Reduce -3.6% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.32% | 1,104 | $618K | Add +3.2% |
| STT State Street Corp. | 0.31% | 6,750 | $604K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.30% | 1,248 | $585K | No change |
| PKST Peakstone Realty Trust | 0.19% | 28,554 | $360K | Reduce -3.3% |
| UPS United Parcel Service Class B | 0.16% | 2,844 | $313K | Add +1.0% |
| XLV SS Health Care Select Sector | 0.15% | 2,035 | $297K | No change |
| CIBR First Trust Nasdaq Cybersecu | 0.14% | 4,387 | $276K | Add +21.5% |
| AOA iShares Core 80/20 Aggressiv | 0.14% | 3,528 | $270K | Add +8.2% |
| GE General Electric filed as GE AEROSPACE | 0.11% | 1,099 | $220K | New |
| SHEL Shell PLC-ADR | 0.11% | 2,976 | $218K | New |
| JPSE JPM Diversified RT Small Cap filed as J P MORGAN EXCHANGE TRADED F | 0.10% | 4,618 | $201K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| AAPL Apple Inc. | Reduce -0.2% | 3.90% | −0.42 |
| FPE FT-Preferred Secur & Inc. ETF | Sold out | 0.00% | −0.21 |
| TER Teradyne Inc. | Sold out | 0.00% | −0.11 |
| FXO First Trust Financial Alphad | Reduce -1.2% | 1.12% | −0.01 |
| PKST Peakstone Realty Trust | Reduce -3.3% | 0.19% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -3.6% | 0.49% | +0.07 |
| DGRW Wisdomtree U.S. Quality Divi | Reduce -0.2% | 13.75% | +0.07 |
| IHDG Wisdomtree International Hed | Reduce -0.0% | 7.80% | +0.14 |
| FTGC First Trust Global Tactical | Reduce -4.5% | 3.78% | +0.14 |
| JIRE JPMorgan Int Res Enh Eqty | Reduce -1.2% | 10.27% | +0.91 |
Portfolio Buys Q4 2024 → Q1 2025
| EELV Invesco S&P Emerging Markets | Add +1.5% | 6.14% | +0.43 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.4% | 14.25% | +0.32 |
| JPST JPMorgan Ultra-Short Income | Add +0.1% | 5.52% | +0.15 |
| GE General Electric | New | 0.11% | +0.11 |
| SHEL Shell PLC-ADR | New | 0.11% | +0.11 |
| CIBR First Trust Nasdaq Cybersecu | Add +21.5% | 0.14% | +0.03 |
| AOA iShares Core 80/20 Aggressiv | Add +8.2% | 0.14% | +0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +3.2% | 0.32% | +0.00 |
| RSPN Invesco S&P 500 Equal Weight | Add +0.3% | 1.08% | −0.00 |
| UPS United Parcel Service Class B | Add +1.0% | 0.16% | −0.02 |
| JHMM John Hancock Multi Fact Mid | Add +1.5% | 5.96% | −0.04 |
| JMEE JPM Sma & Mid Cap En Eq Et-U | Add +3.8% | 4.49% | −0.09 |
| TSLA Tesla Inc. | Add +2.8% | 0.49% | −0.24 |
| NVDA Nvidia Corp. | Add +0.4% | 1.19% | −0.25 |
| FXL First Trust Technology Alpha | Add +1.8% | 3.98% | −0.33 |
| AMZN Amazon.com Inc. | Add +1.6% | 3.19% | −0.36 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +3.2% | 10.55% | −0.41 |
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 |