Latest Choice Wealth Advisors, LLC Stock Portfolio
$165Million
Equity Portfolio Value
Last Reported on: 18 Apr, 2024
About Choice Wealth Advisors, LLC and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Choice Wealth Advisors, LLC reported an equity portfolio of $165.1 Millions as of 31 Mar, 2024.
The top stock holdings of Choice Wealth Advisors, LLC are BIL, JAMF, BIL. The fund has invested 16% of it's portfolio in SPDR SER TR and 15.3% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (FCVT), J P MORGAN EXCHANGE TRADED F (BBAX) and WISDOMTREE TR (DWMF) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), SPDR SER TR (BIL) and NVIDIA CORPORATION (NVDA). Choice Wealth Advisors, LLC opened new stock positions in ISHARES TR (AOA), FIRST TR EXCHANGE TRADED FD (CARZ) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (CARZ), APPLE INC (AAPL) and INVESCO EXCHANGE TRADED FD T (CSD).
The top stock holdings of Choice Wealth Advisors, LLC are BIL, JAMF, BIL. The fund has invested 16% of it's portfolio in SPDR SER TR and 15.3% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off FIRST TR EXCHANGE-TRADED FD (FCVT), J P MORGAN EXCHANGE TRADED F (BBAX) and WISDOMTREE TR (DWMF) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN), SPDR SER TR (BIL) and NVIDIA CORPORATION (NVDA). Choice Wealth Advisors, LLC opened new stock positions in ISHARES TR (AOA), FIRST TR EXCHANGE TRADED FD (CARZ) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to FIRST TR EXCHANGE TRADED FD (CARZ), APPLE INC (AAPL) and INVESCO EXCHANGE TRADED FD T (CSD).
New Buys
| Ticker | $ Bought |
|---|---|
| ISHARES TR | 226,036 |
| FIRST TR EXCHANGE TRADED FD | 203,681 |
| TERADYNE INC | 200,462 |
New stocks bought by Choice Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| FIRST TR EXCHANGE TRADED FD | 12.54 |
| APPLE INC | 10.72 |
| INVESCO EXCHANGE TRADED FD T | 6.74 |
| J P MORGAN EXCHANGE TRADED F | 2.29 |
| FIRST TR EXCHANGE TRAD FD VI | 2.19 |
| J P MORGAN EXCHANGE TRADED F | 2.15 |
| UNITED PARCEL SERVICE INC | 0.71 |
| INVESCO EXCH TRADED FD TR II | 0.49 |
Additions to existing portfolio by Choice Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| AMAZON COM INC | -5.5 |
| SPDR SER TR | -5.43 |
| SPDR SER TR | -3.84 |
| NVIDIA CORPORATION | -2.45 |
| WISDOMTREE TR | -2.06 |
| JOHN HANCOCK EXCHANGE TRADED | -1.27 |
| WISDOMTREE TR | -1.13 |
| PEAKSTONE REALTY TRUST | -0.92 |
Choice Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FIRST TR EXCHANGE-TRADED FD | -1,740,970 |
| J P MORGAN EXCHANGE TRADED F | -1,550,040 |
| J P MORGAN EXCHANGE TRADED F | -1,308,450 |
| WISDOMTREE TR | -844,082 |
| WISDOMTREE TR | -210,868 |
Choice Wealth Advisors, LLC got rid off the above stocks
Current Stock Holdings of Choice Wealth Advisors, LLC
Last Reported on: 18 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.79 | 36,541 | 6,266,050 | ADDED | 10.72 | |
| AGZD | WISDOMTREE TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMZN | AMAZON COM INC | 3.53 | 32,317 | 5,829,340 | REDUCED | -5.5 | |
| AOA | ISHARES TR | 0.14 | 3,077 | 226,036 | NEW | ||
| BBAX | J P MORGAN EXCHANGE TRADED F | 5.61 | 183,532 | 9,259,170 | ADDED | 2.29 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 5.18 | 189,316 | 8,557,090 | ADDED | 2.15 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BBAX | J P MORGAN EXCHANGE TRADED F | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 16.03 | 528,449 | 26,475,300 | REDUCED | -3.84 | |
| BIL | SPDR SER TR | 10.68 | 241,068 | 17,634,200 | REDUCED | -5.43 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 4.74 | 58,108 | 7,834,160 | REDUCED | -0.1 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 1.22 | 42,467 | 2,018,030 | ADDED | 12.54 | |
| CARZ | FIRST TR EXCHANGE TRADED FD | 0.12 | 3,612 | 203,681 | NEW | ||
| CSD | INVESCO EXCHANGE TRADED FD T | 1.27 | 43,887 | 2,093,850 | ADDED | 6.74 | |
| DWMF | WISDOMTREE TR | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FCVT | FIRST TR EXCHANGE-TRADED FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FPE | FIRST TR EXCH TRADED FD III | 3.03 | 288,588 | 4,998,340 | REDUCED | -0.22 | |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | 3.72 | 259,147 | 6,146,970 | ADDED | 2.19 | |
| JAMF | WISDOMTREE TR | 15.28 | 331,175 | 25,232,200 | REDUCED | -2.06 | |
| JAMF | WISDOMTREE TR | 8.95 | 321,562 | 14,772,600 | REDUCED | -1.13 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 6.79 | 195,435 | 11,214,000 | REDUCED | -1.27 | |
| NVDA | NVIDIA CORPORATION | 1.09 | 1,990 | 1,798,080 | REDUCED | -2.45 | |
| QQQ | INVESCO QQQ TR | 0.30 | 1,102 | 489,299 | UNCHANGED | 0.00 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 6.47 | 447,221 | 10,684,100 | ADDED | 0.49 | |
| STT | STATE STR CORP | 0.32 | 6,750 | 521,910 | UNCHANGED | 0.00 | |
| TER | TERADYNE INC | 0.12 | 1,777 | 200,462 | NEW | ||
| TSLA | TESLA INC | 0.38 | 3,550 | 624,055 | UNCHANGED | 0.00 | |
| UPS | UNITED PARCEL SERVICE INC | 0.25 | 2,826 | 420,054 | ADDED | 0.71 | |
| XLB | SELECT SECTOR SPDR TR | 0.18 | 2,035 | 300,631 | UNCHANGED | 0.00 | |
| BERKSHIRE HATHAWAY INC DEL | 0.50 | 1,952 | 820,855 | UNCHANGED | 0.00 | ||
| PEAKSTONE REALTY TRUST | 0.32 | 32,591 | 525,687 | REDUCED | -0.92 |