The Analysis of Choice Wealth Advisors, LLC's Holdings
Currently, Choice Wealth Advisors, LLC holds 33 types of securities in its portfolio with a total value $252.9M. In the most recent quarter, they have increased their positions in JCPB (+338.6K shares, valued at $16.0M), N/A (+98.9K shares, valued at $2.7M), AVEM (+3.3K shares, valued at $251.0K); decreased their positions in SPYG (-5.9K shares, valued at $632.9K), AAPL (-716 shares, valued at $194.7K), JMUB (-3.0K shares, valued at $149.9K); initiated new positions in JCPB (+338.6K shares, valued at $16.0M), N/A (+98.9K shares, valued at $2.7M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPYV SPDR SERIES TRUST534.4K shares-0.37%2025-12-312026-01-08
DGRW WISDOMTREE TR322.6K shares0.28%2025-12-312026-01-08 SPYG SPDR SERIES TRUST229.9K shares-2.52%2025-12-312026-01-08 JIRE J P MORGAN EXCHANGE TRADED F300.7K shares0.05%2025-12-312026-01-08 IHDG WISDOMTREE TR358.1K shares0.11%2025-12-312026-01-08 JMTG J P MORGAN EXCHANGE TRADED F315.7K shares1.19%2025-12-312026-01-08 JCPB J P MORGAN EXCHANGE TRADED F338.6K sharesnew addition2025-12-312026-01-08 JHMM JOHN HANCOCK EXCHANGE TRADED199.6K shares0.25%2025-12-312026-01-08 JPST J P MORGAN EXCHANGE TRADED F226.8K shares1.61%2025-12-312026-01-08 AVEM AMERICAN CENTY ETF TR136.8K shares2.44%2025-12-312026-01-08 JMEE J P MORGAN EXCHANGE TRADED F157.6K shares0.12%2025-12-312026-01-08 FXL FIRST TR EXCHANGE TRADED FD55.9K shares-0.85%2025-12-312026-01-08 AAPL APPLE INC33.0K shares-2.12%2025-12-312026-01-08 AMZN AMAZON COM INC32.3K shares2.10%2025-12-312026-01-08 FTGC FIRST TR EXCHANGE TRAD FD VI296.1K shares2.33%2025-12-312026-01-08 NVDA NVIDIA CORPORATION21.1K shares0.00%2025-12-312026-01-08 FXO FIRST TR EXCHANGE TRADED FD40.1K shares-0.11%2025-12-312026-01-08 RSPN INVESCO EXCHANGE TRADED FD T42.0K shares-0.14%2025-12-312026-01-08 TSLA TESLA INC3.6K shares0.00%2025-12-312026-01-08 STT STATE STR CORP6.8K shares0.00%2025-12-312026-01-08 SPY SPDR S&P 500 ETF TR1.0K shares-5.15%2025-12-312026-01-08 JMUB J P MORGAN EXCHANGE TRADED F9.1K shares-24.54%2025-12-312026-01-08 TER TERADYNE INC1.8K shares0.06%2025-12-312026-01-08 PKST PEAKSTONE REALTY TRUST23.9K shares-7.43%2025-12-312026-01-08 GE AEROSPACE GE AEROSPACE1.1K shares0.00%2025-12-312026-01-08 CIBR FIRST TR EXCHANGE TRADED FD4.4K shares0.00%2025-12-312026-01-08 AOA ISHARES TR3.5K shares-1.71%2025-12-312026-01-08 JMST J P MORGAN EXCHANGE TRADED F5.9K shares0.00%2025-12-312026-01-08 UPS UNITED PARCEL SERVICE INC3.0K shares1.20%2025-12-312026-01-08 SHEL SHELL PLC3.0K shares0.00%2025-12-312026-01-08 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available