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The Analysis of Choice Wealth Advisors LLC's Holdings & P&L

Currently, Choice Wealth Advisors LLC holds 35 types of securities in its portfolio with a total value $254.8M. In the most recent quarter, they have increased their positions in JBND (+327.9K shares, valued at $17.6M), DDWM (+336.5K shares, valued at $14.8M), AVSC (+129.5K shares, valued at $8.1M); decreased their positions in IHDG (-307.3K shares, valued at $14.8M), JMEE (-121.4K shares, valued at $8.1M), FTGC (-4.3K shares, valued at $124.1K); initiated new positions in JBND (+327.9K shares, valued at $17.6M), DDWM (+336.5K shares, valued at $14.8M), AVSC (+129.5K shares, valued at $8.1M).

1M P&L

+8.4M+3.11%

3M P&L

+12.1M+4.58%

HY P&L

+25.3M+10.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A230.8M

91.2%

2Consumer Electronics8.4M

3.3%

3Internet Retail6.7M

2.7%

Top Industries by Stock Count

1N/A23 stocks

71.9%

2Internet Retail1 stocks

3.1%

3Consumer Electronics1 stocks

3.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST542.7K shares1.55%2026-03-312026-04-09

DGRW WISDOMTREE TR328.0K shares1.66%2026-03-312026-04-09

SPYG SPDR SERIES TRUST235.7K shares2.53%2026-03-312026-04-09

JIRE J P MORGAN EXCHANGE TRADED F302.8K shares0.68%2026-03-312026-04-09

JBND J P MORGAN EXCHANGE TRADED F327.9K sharesnew addition2026-03-312026-04-09

JMTG J P MORGAN EXCHANGE TRADED F324.6K shares2.82%2026-03-312026-04-09

DDWM WISDOMTREE TR336.5K sharesnew addition2026-03-312026-04-09

JHMM JOHN HANCOCK EXCHANGE TRADED201.1K shares0.77%2026-03-312026-04-09

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JPST J P MORGAN EXCHANGE TRADED F234.9K shares3.59%2026-03-312026-04-09

AVEM AMERICAN CENTY ETF TR139.2K shares1.79%2026-03-312026-04-09

FXL FIRST TR EXCHANGE-TRADED FD57.4K shares2.62%2026-03-312026-04-09

FTGC FIRST TR EXCHANGE TRAD FD VI291.8K shares-1.46%2026-03-312026-04-09

AAPL APPLE INC33.0K shares-0.20%2026-03-312026-04-09

AVSC AMERICAN CENTY ETF TR129.5K sharesnew addition2026-03-312026-04-09

AMZN AMAZON COM INC32.3K shares0.00%2026-03-312026-04-09

NVDA NVIDIA CORPORATION21.0K shares-0.66%2026-03-312026-04-09

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EELV INVESCO EXCH TRADED FD TR II95.2K sharesnew addition2026-03-312026-04-09

IHDG WISDOMTREE TR50.9K shares-85.79%2026-03-312026-04-09

JMEE J P MORGAN EXCHANGE TRADED F36.2K shares-77.04%2026-03-312026-04-09

RSPN INVESCO EXCHANGE TRADED FD T40.4K shares-3.83%2026-03-312026-04-09

FXO FIRST TR EXCHANGE-TRADED FD40.4K shares0.82%2026-03-312026-04-09

TSLA TESLA INC3.6K shares0.00%2026-03-312026-04-09

STT STATE STR CORP6.8K shares0.00%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares-3.28%2026-03-312026-04-09

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INVESCO QQQ TR INVESCO QQQ TR1.1K shares-8.12%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T875 shares-16.59%2026-03-312026-04-09

TER TERADYNE INC1.8K shares0.06%2026-03-312026-04-09

JMUB J P MORGAN EXCHANGE TRADED F9.1K shares0.00%2026-03-312026-04-09

AOA ISHARES TR3.7K shares5.20%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE1.1K shares0.00%2026-03-312026-04-09

JMST J P MORGAN EXCHANGE TRADED F5.9K shares0.00%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC3.0K shares1.05%2026-03-312026-04-09

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SHEL SHELL PLC3.0K shares0.00%2026-03-312026-04-09

CIBR FIRST TR EXCHANGE-TRADED FD4.4K shares0.00%2026-03-312026-04-09

GEV GE VERNOVA INC274 sharesnew addition2026-03-312026-04-09

SPYV

SPDR SERIES TRUST

1.55%

Shares542.7K

Event2026-03-31

Filed2026-04-09

DGRW

WISDOMTREE TR

1.66%

Shares328.0K

Event2026-03-31

Filed2026-04-09

SPYG

SPDR SERIES TRUST

2.53%

Shares235.7K

Event2026-03-31

Filed2026-04-09

JIRE

J P MORGAN EXCHANGE TRADED F

0.68%

Shares302.8K

Event2026-03-31

Filed2026-04-09

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares327.9K

Event2026-03-31

Filed2026-04-09

JMTG

J P MORGAN EXCHANGE TRADED F

2.82%

Shares324.6K

Event2026-03-31

Filed2026-04-09

DDWM

WISDOMTREE TR

New

Shares336.5K

Event2026-03-31

Filed2026-04-09

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.77%

Shares201.1K

Event2026-03-31

Filed2026-04-09

JPST

J P MORGAN EXCHANGE TRADED F

3.59%

Shares234.9K

Event2026-03-31

Filed2026-04-09

AVEM

AMERICAN CENTY ETF TR

1.79%

Shares139.2K

Event2026-03-31

Filed2026-04-09

FXL

FIRST TR EXCHANGE-TRADED FD

2.62%

Shares57.4K

Event2026-03-31

Filed2026-04-09

FTGC

FIRST TR EXCHANGE TRAD FD VI

-1.46%

Shares291.8K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-0.20%

Shares33.0K

Event2026-03-31

Filed2026-04-09

AVSC

AMERICAN CENTY ETF TR

New

Shares129.5K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

0.00%

Shares32.3K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

-0.66%

Shares21.0K

Event2026-03-31

Filed2026-04-09

EELV

INVESCO EXCH TRADED FD TR II

New

Shares95.2K

Event2026-03-31

Filed2026-04-09

IHDG

WISDOMTREE TR

-85.79%

Shares50.9K

Event2026-03-31

Filed2026-04-09

JMEE

J P MORGAN EXCHANGE TRADED F

-77.04%

Shares36.2K

Event2026-03-31

Filed2026-04-09

RSPN

INVESCO EXCHANGE TRADED FD T

-3.83%

Shares40.4K

Event2026-03-31

Filed2026-04-09

FXO

FIRST TR EXCHANGE-TRADED FD

0.82%

Shares40.4K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-09

STT

STATE STR CORP

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-3.28%

Shares1.5K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-8.12%

Shares1.1K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

-16.59%

Shares875

Event2026-03-31

Filed2026-04-09

TER

TERADYNE INC

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-09

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-09

AOA

ISHARES TR

5.20%

Shares3.7K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-09

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-09

UPS

UNITED PARCEL SVCS INC

1.05%

Shares3.0K

Event2026-03-31

Filed2026-04-09

SHEL

SHELL PLC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-09

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

New

Shares274

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available