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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 $285.0M. In the most recent quarter, they have increased their positions in HGER (+398.9K shares, valued at $11.7M), DDWM (+20.1K shares, valued at $928.5K), AMZN (+3.0K shares, valued at $707.9K); decreased their positions in FXL (-6.1K shares, valued at $1.3M), SPYG (-4.8K shares, valued at $572.2K), AVEM (-5.9K shares, valued at $564.6K); initiated new positions in HGER (+398.9K shares, valued at $11.7M).

1M P&L

+1.8M+0.64%

3M P&L

+5.9M+2.13%

HY P&L

+15.6M+5.84%

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/A256.5M

90.2%

2Consumer Electronics9.6M

3.4%

3Internet Retail8.4M

3.0%

Top Industries by Stock Count

1N/A23 stocks

67.6%

2Internet Retail1 stocks

2.9%

3Consumer Electronics1 stocks

2.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYV SPDR SERIES TRUST544.6K shares0.34%2026-06-302026-07-09

DGRW WISDOMTREE TR331.0K shares0.92%2026-06-302026-07-09

SPYG SPDR SERIES TRUST230.9K shares-2.04%2026-06-302026-07-09

JIRE J P MORGAN EXCHANGE TRADED F305.6K shares0.95%2026-06-302026-07-09

JBND J P MORGAN EXCHANGE TRADED F341.1K shares4.01%2026-06-302026-07-09

JMTG J P MORGAN EXCHANGE TRADED F337.2K shares3.90%2026-06-302026-07-09

DDWM WISDOMTREE TR356.6K shares5.97%2026-06-302026-07-09

JHMM JOHN HANCOCK EXCHANGE TRADED201.3K shares0.07%2026-06-302026-07-09

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AVEM AMERICAN CENTY ETF TR133.4K shares-4.20%2026-06-302026-07-09

JPST J P MORGAN EXCHANGE TRADED F235.2K shares0.12%2026-06-302026-07-09

HGER HARBOR ETF TRUST398.9K sharesnew addition2026-06-302026-07-09

FXL FIRST TR EXCHANGE-TRADED FD51.2K shares-10.71%2026-06-302026-07-09

AVSC AMERICAN CENTY ETF TR136.1K shares5.12%2026-06-302026-07-09

AAPL APPLE INC33.0K shares0.14%2026-06-302026-07-09

AMZN AMAZON COM INC35.3K shares9.20%2026-06-302026-07-09

NVDA NVIDIA CORPORATION21.3K shares1.53%2026-06-302026-07-09

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RSPN INVESCO EXCHANGE TRADED FD T40.3K shares-0.22%2026-06-302026-07-09

FXO FIRST TR EXCHANGE-TRADED FD40.5K shares0.06%2026-06-302026-07-09

EELV INVESCO EXCH TRADED FD TR II89.7K shares-5.82%2026-06-302026-07-09

JMEE J P MORGAN EXCHANGE TRADED F31.7K shares-12.40%2026-06-302026-07-09

IHDG WISDOMTREE TR42.5K shares-16.55%2026-06-302026-07-09

TSLA TESLA INC3.6K shares0.00%2026-06-302026-07-09

STT STATE STR CORP6.8K shares0.00%2026-06-302026-07-09

TER TERADYNE INC1.8K shares0.00%2026-06-302026-07-09

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QQQ INVESCO QQQ TR1.1K shares0.88%2026-06-302026-07-09

BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares-2.48%2026-06-302026-07-09

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T877 shares0.23%2026-06-302026-07-09

JMUB J P MORGAN EXCHANGE TRADED F9.1K shares0.00%2026-06-302026-07-09

GE GE AEROSPACE1.1K shares0.00%2026-06-302026-07-09

CIBR FIRST TR EXCHANGE-TRADED FD4.4K shares0.00%2026-06-302026-07-09

AOA ISHARES TR3.3K shares-9.86%2026-06-302026-07-09

GEV GE VERNOVA INC274 shares0.00%2026-06-302026-07-09

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JMST J P MORGAN EXCHANGE TRADED F5.9K shares0.00%2026-06-302026-07-09

UPS UNITED PARCEL SVCS INC2.7K shares-8.98%2026-06-302026-07-09

SHEL SHELL PLC3.0K shares0.00%2026-06-302026-07-09

SPYV

SPDR SERIES TRUST

0.34%

Shares544.6K

Event2026-06-30

Filed2026-07-09

DGRW

WISDOMTREE TR

0.92%

Shares331.0K

Event2026-06-30

Filed2026-07-09

SPYG

SPDR SERIES TRUST

-2.04%

Shares230.9K

Event2026-06-30

Filed2026-07-09

JIRE

J P MORGAN EXCHANGE TRADED F

0.95%

Shares305.6K

Event2026-06-30

Filed2026-07-09

JBND

J P MORGAN EXCHANGE TRADED F

4.01%

Shares341.1K

Event2026-06-30

Filed2026-07-09

JMTG

J P MORGAN EXCHANGE TRADED F

3.90%

Shares337.2K

Event2026-06-30

Filed2026-07-09

DDWM

WISDOMTREE TR

5.97%

Shares356.6K

Event2026-06-30

Filed2026-07-09

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.07%

Shares201.3K

Event2026-06-30

Filed2026-07-09

AVEM

AMERICAN CENTY ETF TR

-4.20%

Shares133.4K

Event2026-06-30

Filed2026-07-09

JPST

J P MORGAN EXCHANGE TRADED F

0.12%

Shares235.2K

Event2026-06-30

Filed2026-07-09

HGER

HARBOR ETF TRUST

New

Shares398.9K

Event2026-06-30

Filed2026-07-09

FXL

FIRST TR EXCHANGE-TRADED FD

-10.71%

Shares51.2K

Event2026-06-30

Filed2026-07-09

AVSC

AMERICAN CENTY ETF TR

5.12%

Shares136.1K

Event2026-06-30

Filed2026-07-09

AAPL

APPLE INC

0.14%

Shares33.0K

Event2026-06-30

Filed2026-07-09

AMZN

AMAZON COM INC

9.20%

Shares35.3K

Event2026-06-30

Filed2026-07-09

NVDA

NVIDIA CORPORATION

1.53%

Shares21.3K

Event2026-06-30

Filed2026-07-09

RSPN

INVESCO EXCHANGE TRADED FD T

-0.22%

Shares40.3K

Event2026-06-30

Filed2026-07-09

FXO

FIRST TR EXCHANGE-TRADED FD

0.06%

Shares40.5K

Event2026-06-30

Filed2026-07-09

EELV

INVESCO EXCH TRADED FD TR II

-5.82%

Shares89.7K

Event2026-06-30

Filed2026-07-09

JMEE

J P MORGAN EXCHANGE TRADED F

-12.40%

Shares31.7K

Event2026-06-30

Filed2026-07-09

IHDG

WISDOMTREE TR

-16.55%

Shares42.5K

Event2026-06-30

Filed2026-07-09

TSLA

TESLA INC

0.00%

Shares3.6K

Event2026-06-30

Filed2026-07-09

STT

STATE STR CORP

0.00%

Shares6.8K

Event2026-06-30

Filed2026-07-09

TER

TERADYNE INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-07-09

QQQ

INVESCO QQQ TR

0.88%

Shares1.1K

Event2026-06-30

Filed2026-07-09

BRK.B

BERKSHIRE HATHAWAY INC DEL

-2.48%

Shares1.5K

Event2026-06-30

Filed2026-07-09

STATE STR SPDR S&P 500 ETF T

0.23%

Shares877

Event2026-06-30

Filed2026-07-09

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares9.1K

Event2026-06-30

Filed2026-07-09

GE AEROSPACE

0.00%

Shares1.1K

Event2026-06-30

Filed2026-07-09

CIBR

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.4K

Event2026-06-30

Filed2026-07-09

AOA

ISHARES TR

-9.86%

Shares3.3K

Event2026-06-30

Filed2026-07-09

GEV

GE VERNOVA INC

0.00%

Shares274

Event2026-06-30

Filed2026-07-09

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.9K

Event2026-06-30

Filed2026-07-09

UPS

UNITED PARCEL SVCS INC

-8.98%

Shares2.7K

Event2026-06-30

Filed2026-07-09

SHEL

SHELL PLC

0.00%

Shares3.0K

Event2026-06-30

Filed2026-07-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available