Latest Choice Wealth Advisors, LLC Stock Portfolio
Choice Wealth Advisors, LLC Performance:
2025 Q3: 2.27%YTD: 2.43%2024: 6.73%
Performance for 2025 Q3 is 2.27%, and YTD is 2.43%, and 2024 is 6.73%.
About Choice Wealth Advisors, LLC and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Choice Wealth Advisors, LLC reported an equity portfolio of $233.3 Millions as of 30 Sep, 2025.
The top stock holdings of Choice Wealth Advisors, LLC are BIL, JAMF, BIL. The fund has invested 12.7% of it's portfolio in SPDR SERIES TRUST and 12.3% of portfolio in WISDOMTREE TR.
They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), SPDR SERIES TRUST (BIL) and BERKSHIRE HATHAWAY INC DEL. Choice Wealth Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), WISDOMTREE TR (JAMF) and FIRST TR EXCHANGE TRAD FD VI (FTGC).
The top stock holdings of Choice Wealth Advisors, LLC are BIL, JAMF, BIL. The fund has invested 12.7% of it's portfolio in SPDR SERIES TRUST and 12.3% of portfolio in WISDOMTREE TR.
They significantly reduced their stock positions in INVESCO EXCH TRADED FD TR II (CGW), SPDR SERIES TRUST (BIL) and BERKSHIRE HATHAWAY INC DEL. Choice Wealth Advisors, LLC opened new stock positions in AMERICAN CENTY ETF TR (AEMB) and TERADYNE INC (TER). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), WISDOMTREE TR (JAMF) and FIRST TR EXCHANGE TRAD FD VI (FTGC).
Choice Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Choice Wealth Advisors, LLC made a return of 2.27% in the last quarter. In trailing 12 months, it's portfolio return was 2.92%.
New Buys
| Ticker | $ Bought |
|---|---|
| american centy etf tr | 10,028,700 |
| teradyne inc | 246,097 |
New stocks bought by Choice Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 4.13 |
| wisdomtree tr | 3.64 |
| first tr exchange trad fd vi | 1.86 |
| united parcel service inc | 1.36 |
| ishares tr | 0.96 |
| j p morgan exchange traded f | 0.52 |
| nvidia corporation | 0.19 |
| john hancock exchange traded | 0.18 |
Additions to existing portfolio by Choice Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| invesco exch traded fd tr ii | -78.07 |
| spdr series trust | -4.38 |
| berkshire hathaway inc del | -3.78 |
| peakstone realty trust | -3.05 |
| wisdomtree tr | -2.25 |
| amazon com inc | -1.94 |
| first tr exchange traded fd | -1.26 |
| first tr exchange traded fd | -1.13 |
Choice Wealth Advisors, LLC reduced stake in above stock
Sold off
Sector Distribution
Choice Wealth Advisors, LLC has about 70.9% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 70.9 |
| Technology | 24.8 |
| Consumer Cyclical | 3.7 |
Market Cap. Distribution
Choice Wealth Advisors, LLC has about 9% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 70.9 |
| MID-CAP | 19.3 |
| MEGA-CAP | 9 |
Stocks belong to which Index?
About 29% of the stocks held by Choice Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 70.9 |
| RUSSELL 2000 | 19.3 |
| S&P 500 | 9.7 |
Choice Wealth Advisors, LLC Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Choice Wealth Advisors, LLC
Choice Wealth Advisors, LLC has 32 stocks in it's portfolio. About 77.9% of the portfolio is in top 10 stocks. UPS proved to be the most loss making stock for the portfolio. JAMF was the most profitable stock for Choice Wealth Advisors, LLC last quarter.
Last Reported on: 06 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple inc | 3.68 | 33,759 | 8,596,100 | unchanged | 0.00 | ||
| AEMB | american centy etf tr | 4.30 | 133,520 | 10,028,700 | new | |||
| AMZN | amazon com inc | 2.98 | 31,632 | 6,945,440 | reduced | -1.94 | ||
| AOA | ishares tr | 0.13 | 3,559 | 313,690 | added | 0.96 | ||
| BBAX | j p morgan exchange traded f | 9.47 | 300,572 | 22,104,100 | reduced | -0.2 | ||
| BBAX | j p morgan exchange traded f | 4.85 | 223,194 | 11,322,600 | added | 4.13 | ||
| BBAX | j p morgan exchange traded f | 4.28 | 157,394 | 9,983,510 | added | 0.52 | ||
| BBAX | j p morgan exchange traded f | 0.26 | 12,100 | 610,687 | unchanged | 0.00 | ||
| BBAX | j p morgan exchange traded f | 0.13 | 5,900 | 301,136 | unchanged | 0.00 | ||
| BIL | spdr series trust | 12.72 | 536,400 | 29,679,000 | reduced | -0.43 | ||
| BIL | spdr series trust | 10.56 | 235,788 | 24,642,200 | reduced | -4.38 | ||
| CARZ | first tr exchange traded fd | 4.06 | 56,392 | 9,473,300 | reduced | -1.26 | ||
| CARZ | first tr exchange traded fd | 1.02 | 40,141 | 2,383,970 | reduced | -1.13 | ||
| CARZ | first tr exchange traded fd | 0.14 | 4,387 | 333,456 | unchanged | 0.00 | ||
| CGW | invesco exch traded fd tr ii | 1.21 | 105,828 | 2,816,820 | reduced | -78.07 | ||
| CSD | invesco exchange traded fd t | 1.01 | 42,062 | 2,359,680 | unchanged | 0.00 | ||
| FTGC | first tr exchange trad fd vi | 3.21 | 289,338 | 7,493,840 | added | 1.86 | ||
| GE | ge aerospace | 0.14 | 1,099 | 330,601 | unchanged | 0.00 | ||
| JAMF | wisdomtree tr | 12.27 | 321,720 | 28,620,200 | reduced | -2.25 | ||
| JAMF | wisdomtree tr | 7.07 | 357,731 | 16,484,200 | added | 3.64 | ||