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 | JBND | J P MORGAN EXCHANGE TRADED F | — | 327,921.0 | $17.6M | 6.92% | NEW | — | $53.77 | -1.2% |
| 2 | DDWM | WISDOMTREE TR | — | 336,513.0 | $14.8M | 5.83% | NEW | — | $44.11 | +5.5% |
| 3 | AVSC | AMERICAN CENTY ETF TR | — | 129,469.0 | $8.1M | 3.17% | NEW | — | $62.30 | +8.5% |
| 4 | EELV | INVESCO EXCH TRADED FD TR II | — | 95,214.0 | $2.7M | 1.05% | NEW | — | $28.08 | +1.6% |
| 5 | GEV | GE VERNOVA INC | Utilities | 274.0 | $239K | 0.09% | NEW | — | $872.90 | +19.6% |
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
52.7%
Consumer Cyclical
33.9%
Financial Services
8.7%
Industrials
2.5%
Energy
1.2%
Utilities
1.0%