• 13F History

Choice Wealth Advisors, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 11, 2025
Value $
$192M
Signature - Title
Christopher Markos - Chief Compliance Officer
Location
Waterville, ME
Summary
This page shows a list of all the recent 13F filings made by Choice Wealth Advisors, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Choice Wealth Advisors, LLC reported 29 stock holdings with total value $192M as of Q1 2025. Top holdings included SPYV, DGRW, SPYG, JIRE, and IHDG.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 29 $192M +$2.21M -$1.36M +$847K SPYV, DGRW, SPYG, JIRE, IHDG 13F-HR 4/11/2025, 09:44 AM
Q4 2024 29 $196M +$3.97M -$6.26M -$2.29M SPYV, DGRW, SPYG, JIRE, IHDG 13F-HR 1/15/2025, 04:43 PM
Q3 2024 30 $200M +$2.81M -$1.58M +$1.22M SPYV, DGRW, JIRE, SPYG, IHDG 13F-HR 10/7/2024, 08:08 AM
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 -$3.08M +$1.39M SPYV, DGRW, SPYG, IHDG, EELV 13F-HR 7/14/2023, 11:02 AM
Q1 2023 23 $138M +$2.75M -$298K +$2.46M SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 4/6/2023, 12:47 PM
Q4 2022 25 $133M +$8.82M -$1.11M +$7.71M SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 1/25/2023, 09:27 AM
Q3 2022 22 $112M +$109M -$7.41M +$101M SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 11/9/2022, 10:49 AM
Q2 2022 35 $123M +$123M -$3.86M +$119M DGRO, IVV, VO, DFAT, QQQ 13F-HR 8/9/2022, 12:26 PM
Q1 2022 23 $126M +$26.4M -$25.7M +$721K SPYV, DGRW, SPYG, IHDG, JHMM 13F-HR 4/12/2022, 10:59 AM
Q4 2021 25 $136M +$15.9M -$6.37M +$9.5M SPYV, RESP, SPYG, IHDG, JHMM 13F-HR 2/14/2022, 07:39 AM
Q3 2021 26 $123M +$8.79M -$23.6M -$14.9M 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 22 $121M +$15.4M -$10.1M +$5.35M SPYV, RESP, SPYG, JPIN, IHDG 13F-HR 4/16/2021, 08:16 AM
Q4 2020 23 $111M SPYV, RESP, SPYG, JPIN, IHDG 13F-HR 2/11/2021, 06:34 PM