Latest Choice Wealth Advisors, LLC Stock Portfolio
Choice Wealth Advisors, LLC Performance:
2025 Q2: 1.97%YTD: 0.14%2024: 6.49%
Performance for 2025 Q2 is 1.97%, and YTD is 0.14%, and 2024 is 6.49%.
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 $221.3 Millions as of 30 Jun, 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 12.5% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in PEAKSTONE REALTY TRUST, J P MORGAN EXCHANGE TRADED F (BBAX) and SPDR SERIES TRUST (BIL). Choice Wealth Advisors, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), UNITED PARCEL SERVICE INC (UPS) and SPDR SERIES TRUST (BIL).
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 12.5% of portfolio in WISDOMTREE TR.
The fund managers got completely rid off SELECT SECTOR SPDR TR (XLB) and J P MORGAN EXCHANGE TRADED F (BBAX) stocks. They significantly reduced their stock positions in PEAKSTONE REALTY TRUST, J P MORGAN EXCHANGE TRADED F (BBAX) and SPDR SERIES TRUST (BIL). Choice Wealth Advisors, LLC opened new stock positions in J P MORGAN EXCHANGE TRADED F and J P MORGAN EXCHANGE TRADED F (BBAX). The fund showed a lot of confidence in some stocks as they added substantially to J P MORGAN EXCHANGE TRADED F (BBAX), UNITED PARCEL SERVICE INC (UPS) and SPDR SERIES TRUST (BIL).
Choice Wealth Advisors, LLC Annual Return Estimates Vs S&P 500
Our best estimate is that Choice Wealth Advisors, LLC made a return of 1.97% in the last quarter. In trailing 12 months, it's portfolio return was 2.03%.
New Buys
| Ticker | $ Bought |
|---|---|
| j p morgan exchange traded f | 15,688,800 |
| j p morgan exchange traded f | 600,644 |
| j p morgan exchange traded f | 300,428 |
New stocks bought by Choice Wealth Advisors, LLC
Additions
| Ticker | % Inc. |
|---|---|
| j p morgan exchange traded f | 2.52 |
| j p morgan exchange traded f | 1.72 |
| united parcel service inc | 1.2 |
| spdr series trust | 0.6 |
| apple inc | 0.23 |
| amazon com inc | 0.16 |
| wisdomtree tr | 0.1 |
Additions to existing portfolio by Choice Wealth Advisors, LLC
Reductions
| Ticker | % Reduced |
|---|---|
| peakstone realty trust | -6.88 |
| berkshire hathaway inc del | -3.59 |
| j p morgan exchange traded f | -2.57 |
| spdr series trust | -2.07 |
| first tr exchange traded fd | -1.18 |
| invesco exch traded fd tr ii | -0.53 |
| wisdomtree tr | -0.38 |
| john hancock exchange traded | -0.37 |
Choice Wealth Advisors, LLC reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| j p morgan exchange traded f | -201,299 |
| select sector spdr tr | -297,130 |
Choice Wealth Advisors, LLC got rid off the above stocks
Sector Distribution
Choice Wealth Advisors, LLC has about 71.6% of it's holdings in Others sector.
| Sector | % |
|---|---|
| Others | 71.6 |
| Technology | 24.1 |
| Consumer Cyclical | 3.7 |
Market Cap. Distribution
Choice Wealth Advisors, LLC has about 8.4% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| UNALLOCATED | 71.6 |
| MID-CAP | 19.5 |
| MEGA-CAP | 8.4 |
Stocks belong to which Index?
About 28.4% of the stocks held by Choice Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 71.6 |
| RUSSELL 2000 | 19.5 |
| S&P 500 | 8.9 |
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 30 stocks in it's portfolio. About 79.9% of the portfolio is in top 10 stocks. AAPL 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: 08 Jul, 2025| Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| BIL | spdr series trust | 12.74 | 538,690 | 28,195,000 | added | 0.6 | ||
Historical Trend of SPDR SERIES TRUST Position Held By Choice Wealth Advisors, LLCWhat % of Portfolio is BIL?:Number of BIL shares held:Change in No. of Shares Held: | ||||||||
| JAMF | wisdomtree tr | 12.46 | 329,125 | 27,560,900 | reduced | -0.38 | ||
| BIL | spdr series trust | 10.62 | 246,579 | 23,503,900 | reduced | -2.07 | ||
| BBAX | j p morgan exchange traded f | 9.63 | 301,176 | 21,314,300 | reduced | -2.57 | ||
| j p morgan exchange traded f | 7.09 | 312,589 | 15,688,800 | new | ||||
| JAMF | wisdomtree tr | 7.03 | 345,172 | 15,550,000 | added | 0.1 | ||
| CGW | invesco exch traded fd tr ii | 5.70 | 482,553 | 12,604,300 | reduced | -0.53 | ||
| JHCB | john hancock exchange traded | 5.49 | 198,734 | 12,148,600 | reduced | -0.37 | ||
| BBAX | j p morgan exchange traded f | 4.91 | 214,351 | 10,863,300 | added | 2.52 | ||
| BBAX | j p morgan exchange traded f | 4.19 | 156,587 | 9,271,520 | added | 1.72 | ||
| CARZ | first tr exchange traded fd | 4.06 | 57,112 | 8,986,970 | reduced | -1.18 | ||
| AMZN | amazon com inc | 3.20 | 32,257 | 7,076,860 | added | 0.16 | ||
| FTGC | first tr exchange trad fd vi | 3.17 | 284,044 | 7,007,380 | reduced | -0.05 | ||
| AAPL | apple inc | 3.13 | 33,759 | 6,926,360 | added | 0.23 | ||
| NVDA | nvidia corporation | 1.50 | 21,082 | 3,330,750 | unchanged | 0.00 | ||
| CARZ | first tr exchange traded fd | 1.03 | 40,601 | 2,276,090 | unchanged | 0.00 | ||
| CSD | invesco exchange traded fd t | 1.02 | 42,062 | 2,251,580 | reduced | -0.23 | ||
| TSLA | tesla inc | 0.52 | 3,650 | 1,159,460 | unchanged | 0.00 | ||
| berkshire hathaway inc del | 0.37 | 1,691 | 821,437 | reduced | -3.59 | |||
| STT | state str corp | 0.32 | 6,750 | 717,795 | unchanged | 0.00 | ||
