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Choice Wealth Advisors LLC

13F filer · CIK 0001842357
Reported Jul 9, 2026
Net seller this quarter
13F portfolio value$285MU.S. long equity reported on 13F
Positions130 new · 1 closed
Net flow last quarter-$7.15MBuys minus sells
Top 10 positions weight10.0%Concentration

Holdings

13F · last 4 quarters free
Scroll for earlier quarters
CompanyValue% of portfolio% of companyPOSITION CHANGE qoq %First reported
Q2 2026Reported Jul 9, 202613 positions
AAPLApple Inc.$9.56M3.35%0.00%+0.1%Q4 2020
AMZNAmazon Com Inc$8.41M2.95%0.00%+9.2%Q4 2020
NVDANvidia Corp$4.26M1.50%0.00%+1.5%Q2 2021
TSLATesla, Inc.$1.54M0.54%0.00%Not reportedQ2 2021
STTState Street Corp$1.14M0.40%0.00%Not reportedQ4 2020
TERTeradyne, Inc$866K0.30%0.00%Not reportedQ4 2020
QQQInvesco QQQ Trust, Series 1$841K0.30%Not reported+0.9%Q4 2020
BRK.BBerkshire Hathaway Inc$748K0.26%Not reported-2.5%Q3 2021
SPYSPDR S&P 500 ETF Trust$655K0.23%Not reported+0.2%Q3 2024
GEGeneral Electric Co$411K0.14%0.00%Not reportedQ3 2024
GEVGE Vernova Inc.$322K0.11%0.00%Not reportedQ1 2026
UPSUnited Parcel Service Inc$292K0.10%0.00%-9.0%Q4 2020
SHELShell plc$231K0.08%0.00%Not reportedQ2 2024
Q1 2026Reported Apr 9, 202614 positions
FTGCSynergetics, Inc.$8.38M3.29%Not reported-1.5%Q3 2022
AAPLApple Inc.$8.37M3.28%0.00%-0.2%Q4 2020
AMZNAmazon Com Inc$6.73M2.64%0.00%Not reportedQ4 2020
NVDANvidia Corp$3.66M1.44%0.00%-0.7%Q2 2021
TSLATesla, Inc.$1.36M0.53%0.00%Not reportedQ2 2021
STTState Street Corp$854K0.34%0.00%Not reportedQ4 2020
BRK.BBerkshire Hathaway Inc$734K0.29%Not reported-3.3%Q3 2021
QQQInvesco QQQ Trust, Series 1$653K0.26%Not reported-8.1%Q4 2020
SPYSPDR S&P 500 ETF Trust$569K0.22%Not reported-16.6%Q3 2024
TERTeradyne, Inc$531K0.21%0.00%+0.1%Q4 2020
GEGeneral Electric Co$312K0.12%0.00%Not reportedQ3 2024
UPSUnited Parcel Service Inc$294K0.12%0.00%+1.1%Q4 2020
SHELShell plc$277K0.11%0.00%Not reportedQ2 2024
GEVGE Vernova Inc.$239K0.09%0.00%NewQ1 2026
Q4 2025Reported Jan 8, 202614 positions
AAPLApple Inc.$8.98M3.55%0.00%-2.1%Q4 2020
AMZNAmazon Com Inc$7.45M2.95%0.00%+2.1%Q4 2020
FTGCSynergetics, Inc.$6.88M2.72%Not reported+2.3%Q3 2022
NVDANvidia Corp$3.94M1.56%0.00%Not reportedQ2 2021
TSLATesla, Inc.$1.64M0.65%0.00%Not reportedQ2 2021
STTState Street Corp$871K0.34%0.00%Not reportedQ4 2020
BRK.BBerkshire Hathaway Inc$796K0.31%Not reported-2.6%Q3 2021
QQQInvesco QQQ Trust, Series 1$757K0.30%Not reported-1.3%Q4 2020
SPYSPDR S&P 500 ETF Trust$715K0.28%Not reported-5.2%Q3 2024
TERTeradyne, Inc$346K0.14%0.00%+0.1%Q4 2020
PKSTPeakstone Realty Trust$342K0.14%0.06%-7.4%Q2 2023
GEGeneral Electric Co$339K0.13%0.00%Not reportedQ3 2024
UPSUnited Parcel Service Inc$293K0.12%0.00%+1.2%Q4 2020
SHELShell plc$219K0.09%0.00%Not reportedQ2 2024
Q3 2025Reported Nov 6, 202514 positions
AAPLApple Inc.$8.6M3.68%0.00%Not reportedQ4 2020
FTGCSynergetics, Inc.$7.49M3.21%Not reported+1.9%Q3 2022
AMZNAmazon Com Inc$6.95M2.98%0.00%-1.9%Q4 2020
NVDANvidia Corp$3.94M1.69%0.00%+0.2%Q2 2021
TSLATesla, Inc.$1.62M0.70%0.00%Not reportedQ2 2021
BRK.BBerkshire Hathaway Inc$818K0.35%Not reported-3.8%Q3 2021
STTState Street Corp$783K0.34%0.00%Not reportedQ4 2020
QQQInvesco QQQ Trust, Series 1$749K0.32%Not reportedNot reportedQ4 2020
SPYSPDR S&P 500 ETF Trust$737K0.32%Not reported+0.2%Q3 2024
PKSTPeakstone Realty Trust$338K0.14%0.07%-3.1%Q2 2023
GEGeneral Electric Co$331K0.14%0.00%Not reportedQ3 2024
TERTeradyne, Inc$246K0.11%0.00%Not reportedQ4 2020
UPSUnited Parcel Service Inc$244K0.10%0.00%+1.4%Q4 2020
SHELShell plc$213K0.09%0.00%Not reportedQ2 2024
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