Choice Wealth Advisors, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 15, 2024
Value $
$189M
Signature - Title
Christopher Markos - Chief Compliance Officer
Location
325 D Kennedy Memorial Drive, Waterville, ME
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 29 $189M +$31.1M -$8.51M +$22.6M DGRW, SPYV, SPYG, JIRE, IHDG 13F-HR 7/15/2024, 09:36 AM
Q1 2024 26 $165M +$2.17M -$8.98M -$6.81M SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 4/18/2024, 11:35 AM
Q4 2023 28 $161M +$7.62M -$1.4M +$6.22M SPYV, DGRW, SPYG, IHDG, EELV 13F-HR 1/11/2024, 08:26 PM
Q3 2023 23 $142M +$2.82M -$1.3M +$1.52M SPYV, DGRW, SPYG, IHDG, EELV 13F-HR 10/10/2023, 10:42 AM
Q2 2023 23 $147M +$4.46M -$3.33M +$1.13M SPYV, DGRW, SPYG, IHDG, EELV 13F-HR 7/14/2023, 11:02 AM
Q1 2023 23 $138M +$2.75M -$5.62M -$2.87M SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 4/6/2023, 12:47 PM
Q4 2022 25 $133M +$8.82M -$1.33M +$7.48M SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 1/25/2023, 10:27 AM
Q3 2022 22 $120M +$117M -$120M -$3.65M SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 11/9/2022, 11:49 AM
Q2 2022 35 $123M +$123M -$119M +$3.72M DGRO, IVV, VO, DFAT, QQQ 13F-HR 8/9/2022, 12:26 PM
Q1 2022 23 $126M +$26.4M -$27.3M -$922K SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 4/12/2022, 10:59 AM
Q4 2021 25 $136M +$15.9M -$7.37M +$8.5M SPYV, RESP, SPYG, IHDG, JHMM 13F-HR 2/14/2022, 08:39 AM
Q3 2021 25 $117M +$2.66M -$23.6M -$21M SPYV, RESP, SPYG, IHDG, JHMM 13F-HR 10/13/2021, 08:36 AM
Q2 2021 27 $139M +$20.2M -$3.31M +$16.8M SPYV, RESP, SPYG, JPIN, IHDG 13F-HR 7/23/2021, 12:34 PM
Q1 2021 21 $115M +$9.81M -$10.1M -$268K SPYV, RESP, SPYG, JPIN, IHDG 13F-HR 4/16/2021, 08:16 AM
Q4 2020 23 $111M $0 $0 SPYV, RESP, SPYG, JPIN, IHDG 13F-HR 2/11/2021, 07:34 PM