Portfolio (Quarterly)
Guide ↗
Choice Wealth Advisors LLC
· CIK 0001842357| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | DGRW | WISDOMTREE TR | — | 330,979.0 | $31.6M | 11.11% | +3K | +0.9% | $95.62 | +3.7% |
| 2 | JIRE | J P MORGAN EXCHANGE TRADED F | — | 305,647.0 | $25.2M | 8.85% | +3K | +0.9% | $82.49 | +2.1% |
| 3 | JBND | J P MORGAN EXCHANGE TRADED F | — | 341,073.0 | $18.2M | 6.40% | +13K | +4.0% | $53.50 | -2.3% |
| 4 | JMTG | J P MORGAN EXCHANGE TRADED F | — | 337,241.0 | $17.1M | 6.00% | +13K | +3.9% | $50.68 | -2.2% |
| 5 | DDWM | WISDOMTREE TR | — | 356,619.0 | $16.5M | 5.78% | +20K | +6.0% | $46.18 | +1.9% |
| 6 | AVSC | AMERICAN CENTY ETF TR | — | 136,099.0 | $10.0M | 3.50% | +7K | +5.1% | $73.34 | -0.8% |
| 7 | AMZN | AMAZON COM INC | Consumer Cyclical | 35,266.0 | $8.4M | 2.95% | +3K | +9.2% | $238.34 | +6.8% |
| 8 | NVDA | NVIDIA CORPORATION | Technology | 21,302.0 | $4.3M | 1.50% | +320.0 | +1.5% | $200.09 | +12.6% |
| 9 | QQQ | INVESCO QQQ TR | Financial Services | 1,142.0 | $841K | 0.29% | +10.0 | +0.9% | $736.40 | -3.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
51.5%
Consumer Cyclical
34.9%
Financial Services
9.3%
Industrials
2.5%
Utilities
1.1%
Energy
0.8%