Choice Wealth Advisors, LLC Portfolio Holdings
Q3 2025•31 long positions•$217.4M portfolio value
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Holding31 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $29.7M 13.65% | -$126.7K Sold | — 536.4K shares | 538.7K → 536.4K −$126.7K | -0.43% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $28.6M 13.17% | -$658.7K Sold | — 321.7K shares | 329.1K → 321.7K −$658.7K | -2.25% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $24.6M 11.34% | -$1.1M Sold | — 235.8K shares | 246.6K → 235.8K −$1.1M | -4.38% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $22.1M 10.17% | -$44.4K Sold | — 300.6K shares | 301.2K → 300.6K −$44.4K | -0.2% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $16.5M 7.58% | +$578.7K Bought | — 357.7K shares | 345.2K → 357.7K +$578.7K | +3.64% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $12.9M 5.92% | +$23.2K Bought | — 199.1K shares | 198.7K → 199.1K +$23.2K | +0.18% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $11.3M 5.21% | +$448.6K Bought | — 223.2K shares | 214.4K → 223.2K +$448.6K | +4.13% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $10.0M 4.61% | +$10.0M New | — 133.5K shares | 0 → 133.5K +$10.0M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $10.0M 4.59% | +$51.2K Bought | — 157.4K shares | 156.6K → 157.4K +$51.2K | +0.52% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $9.5M 4.36% | -$121.0K Sold | — 56.4K shares | 57.1K → 56.4K −$121.0K | -1.26% | — — | Q3 2022 Held for 3y 2m | |
Consumer Electronics Technology | $8.6M 3.95% | — | 0.0% 33.8K shares | — | — | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $7.5M 3.45% | +$137.1K Bought | — 289.3K shares | 284.0K → 289.3K +$137.1K | +1.86% | — — | Q3 2022 Held for 3y 2m | |
Specialty Retail Consumer Cyclical | $6.9M 3.19% | -$137.2K Sold | 0.0% 31.6K shares | 32.3K → 31.6K −$137.2K | -1.94% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $3.9M 1.81% | +$7.5K Bought | 0.0% 21.1K shares | 21.1K → 21.1K +$7.5K | +0.19% | $4.54T Mega Cap | Q2 2021 Held for 4y 5m | |
ETF ETF | $2.8M 1.3% | -$10.0M Sold | — 105.8K shares | 482.6K → 105.8K −$10.0M | -78.07% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $2.4M 1.1% | -$27.3K Sold | — 40.1K shares | 40.6K → 40.1K −$27.3K | -1.13% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.4M 1.09% | — | — 42.1K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
Auto - Manufacturers Consumer Cyclical | $1.6M 0.747% | — | 0.0% 3.7K shares | — | — | $1.48T Mega Cap | Q2 2021 Held for 4y 5m | |
Insurance - Diversified Financial Services | $818.0K 0.376% | -$32.2K Sold | 0.0% 1.6K shares | 1.7K → 1.6K −$32.2K | -3.78% | $1.08T Mega Cap | Q3 2021 Held for 4y 2m | |
Asset Management Financial Services | $783.1K 0.36% | — | 0.002% 6.8K shares | — | — | $32.9B Large Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $749.3K 0.345% | — | — 1.2K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $736.6K 0.339% | +$1.3K Bought | — 1.1K shares | 1.1K → 1.1K +$1.3K | +0.18% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $610.7K 0.281% | — | — 12.1K shares | — | — | — — | Q2 2025 Held for 5 months | |
REIT - Diversified Real Estate | $338.2K 0.156% | -$10.6K Sold | 0.07% 25.8K shares | 26.6K → 25.8K −$10.6K | -3.05% | $482.7M Small Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $333.5K 0.153% | — | — 4.4K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Aerospace & Defense Industrials | $330.6K 0.152% | — | 0.0% 1.1K shares | — | — | $319.00B Mega Cap | Q3 2024 Held for 1y 2m | |
ETF ETF | $313.7K 0.144% | +$3.0K Bought | — 3.6K shares | 3.5K → 3.6K +$3.0K | +0.96% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $301.1K 0.139% | — | — 5.9K shares | — | — | — — | Q2 2025 Held for 5 months | |
Semiconductors Technology | $246.1K 0.113% | +$246.1K Bought | 0.001% 1.8K shares | — | — | $21.9B Large Cap | Q3 2025 Held for 2 months | |
Integrated Freight & Logistics Industrials | $243.6K 0.112% | +$3.3K Bought | 0.0% 2.9K shares | 2.9K → 2.9K +$3.3K | +1.36% | $70.8B Large Cap | Q4 2020 Held for 4y 11m | |
Unknown Unknown | $212.9K 0.098% | — | — 3.0K shares | — | — | — — | Q1 2025 Held for 8 months |
