Choice Wealth Advisors, LLC

RIA/Wealth

Choice Wealth Advisors, LLC is a RIA/Wealth based in Waterville, ME led by Christopher Arthur Markos, reporting $293.7M in AUM as of Q3 2025 with 89% ETF concentration and 81% concentrated in top 10 holdings.

CCOChristopher Arthur Markos

Portfolio Value: $217.4M
Positions: 31
Top Holding: SPYV at 13.65%
Last Reported: Q3 2025

Address325-d Kennedy Memorial Drive, Waterville, ME, 04901, United States

Top Holdings

Largest long holdings in Choice Wealth Advisors, LLC's portfolio (80.6% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPYV SPDR Portfolio S&P 500 Value ETF SPYV	ETF ETF	$29.7M	13.65%	-$126.7K Sold	— 536.4K shares	Q4 2020 Held for 4y 11m
2 WisdomTree U.S. Quality Dividend Growth Fund DGRW	ETF ETF	$28.6M	13.17%	-$658.7K Sold	— 321.7K shares	Q1 2022 Held for 3y 8m
3 SPDR Portfolio S&P 500 Growth ETF SPYG	ETF ETF	$24.6M	11.34%	-$1.1M Sold	— 235.8K shares	Q4 2020 Held for 4y 11m
4 JIRE JPMorgan International Research Enhanced Equity JIRE	ETF ETF	$22.1M	10.17%	-$44.4K Sold	— 300.6K shares	Q2 2024 Held for 1y 5m
5 WisdomTree International Hedged Quality Dividend Growth IHDG	ETF ETF	$16.5M	7.58%	+$578.7K Bought	— 357.7K shares	Q4 2020 Held for 4y 11m
6 John Hancock Multifactor Mid Cap ETF JHMM	ETF ETF	$12.9M	5.92%	+$23.2K Bought	— 199.1K shares	Q4 2022 Held for 2y 11m
7 JPMorgan Ultra-Short Income JPST	ETF ETF	$11.3M	5.21%	+$448.6K Bought	— 223.2K shares	Q4 2020 Held for 4y 11m
8 Avantis Emerging Markets Equity AVEM	ETF ETF	$10.0M	4.61%	+$10.0M New	— 133.5K shares	Q3 2025 Held for 2 months
9 JMEE JPMorgan Market Expansion Enhanced Equity JMEE	ETF ETF	$10.0M	4.59%	+$51.2K Bought	— 157.4K shares	Q2 2024 Held for 1y 5m
10 First Trust Technology AlphaDEX Fund FXL	ETF ETF	$9.5M	4.36%	-$121.0K Sold	— 56.4K shares	Q3 2022 Held for 3y 2m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Choice Wealth Advisors, LLC's latest filing

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GthenC

Market Value

$217.4M

Prior: $205.6M

Q/Q Change

+5.74%

+$11.8M

Net Flows % of MV

-0.474%

Turnover Ratio

5.48%

New Purchases

1 stocks

$10.0M

Added To

9 stocks

+$1.3M

Sold Out Of

0 stocks

Reduced Holdings

10 stocks

-$12.3M

Increased Positions

Position	Shares Δ	Change
1 Avantis Emerging Markets Equity AVEM	New	0 → 133.5K +$10.0M
2 JPMorgan Ultra-Short Income JPST	+4.13%	214.4K → 223.2K +$448.6K
3 WisdomTree International Hedged Quality Dividend Growth IHDG	+3.64%	345.2K → 357.7K +$578.7K
4 First Trust Global Tactical Commodity Strategy Fund FTGC	+1.86%	284.0K → 289.3K +$137.1K
5 United Parcel Service, Inc. UPS	+1.36%	2.9K → 2.9K +$3.3K

Decreased Positions

Position	Shares Δ	Change
1 Invesco S&P Emerging Markets Low Volatility EELV	-78.07%	482.6K → 105.8K −$10.0M
2 SPDR Portfolio S&P 500 Growth ETF SPYG	-4.38%	246.6K → 235.8K −$1.1M
3 Berkshire Hathaway BRK.B	-3.78%	1.7K → 1.6K −$32.2K
4 Peakstone Realty PKST	-3.05%	26.6K → 25.8K −$10.6K
5 WisdomTree U.S. Quality Dividend Growth Fund DGRW	-2.25%	329.1K → 321.7K −$658.7K