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Choice Wealth Advisors LLC

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13F filer, CIK 1842357, WATERVILLE, ME

Choice Wealth Advisors LLC reported $221,286,584 across 30 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-08. Its ten largest share positions make up 79.85% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001951757-25-000576

Period
2025-06-30
Reported value
$221M
Holdings
30
Top 10 weight
79.85%
New
3
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
JMTGnew+312,589$15.7M
JMUBnew+12,100$601K
JMSTnew+5,900$300K
JPSTadded+5,273$267K
SPYVadded+3,204$168K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
JIREreduced-7,952-$563K
SPYGreduced-5,202-$496K
XLVexited-2,035-$297K
JPSEexited-4,618-$201K
FXLreduced-680-$107K

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2025

Share positions as resolved from 13F-HR 0001951757-25-000576, largest first. % of portfolio is the value over $221,286,584, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPYVSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,118 shares; 2024Q4: 533,373 shares; 2025Q1: 535,486 shares; 2025Q2: 538,690 shares 538,690$28.2M12.74%+3,204Timeline
DGRWWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 331,267 shares; 2024Q4: 330,966 shares; 2025Q1: 330,368 shares; 2025Q2: 329,125 shares 329,125$27.6M12.45%-1,243Timeline
SPYGSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,957 shares; 2024Q4: 243,975 shares; 2025Q1: 251,781 shares; 2025Q2: 246,579 shares 246,579$23.5M10.62%-5,202Timeline
JIREJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,105 shares; 2024Q4: 313,018 shares; 2025Q1: 309,128 shares; 2025Q2: 301,176 shares 301,176$21.3M9.63%-7,952Timeline
JMTGJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 312,589 shares 312,589$15.7M7.09%newTimeline
IHDGWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,011 shares; 2024Q4: 344,853 shares; 2025Q1: 344,811 shares; 2025Q2: 345,172 shares 345,172$15.5M7.03%+361Timeline
EELVINVESCO EXCH TRADED FD TR IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 461,317 shares; 2024Q4: 477,743 shares; 2025Q1: 485,120 shares; 2025Q2: 482,553 shares 482,553$12.6M5.7%-2,567Timeline
JHMMJOHN HANCOCK EXCHANGE TRADEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,233 shares; 2024Q4: 196,512 shares; 2025Q1: 199,470 shares; 2025Q2: 198,734 shares 198,734$12.1M5.49%-736Timeline
JPSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,954 shares; 2024Q4: 208,790 shares; 2025Q1: 209,078 shares; 2025Q2: 214,351 shares 214,351$10.9M4.91%+5,273Timeline
JMEEJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 149,392 shares; 2024Q4: 148,361 shares; 2025Q1: 153,944 shares; 2025Q2: 156,587 shares 156,587$9.27M4.19%+2,643Timeline
FXLFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,484 shares; 2024Q4: 56,791 shares; 2025Q1: 57,792 shares; 2025Q2: 57,112 shares 57,112$8.99M4.06%-680Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,227 shares; 2024Q4: 31,707 shares; 2025Q1: 32,207 shares; 2025Q2: 32,257 shares 32,257$7.08M3.2%+50Timeline
FTGCFIRST TR EXCHANGE TRAD FD VIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 292,307 shares; 2024Q4: 297,505 shares; 2025Q1: 284,189 shares; 2025Q2: 284,044 shares 284,044$7.01M3.17%-145Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,050 shares; 2024Q4: 33,749 shares; 2025Q1: 33,682 shares; 2025Q2: 33,759 shares 33,759$6.93M3.13%+77Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,248 shares; 2024Q4: 20,998 shares; 2025Q1: 21,082 shares; 2025Q2: 21,082 shares 21,082$3.33M1.51%0Timeline
FXOFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,026 shares; 2024Q4: 41,107 shares; 2025Q1: 40,601 shares; 2025Q2: 40,601 shares 40,601$2.28M1.03%0Timeline
RSPNINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,881 shares; 2024Q4: 42,037 shares; 2025Q1: 42,161 shares; 2025Q2: 42,062 shares 42,062$2.25M1.02%-99Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,550 shares; 2024Q4: 3,550 shares; 2025Q1: 3,650 shares; 2025Q2: 3,650 shares 3,650$1.16M0.52%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,888 shares; 2024Q4: 1,819 shares; 2025Q1: 1,754 shares; 2025Q2: 1,691 shares 1,691$821K0.37%-63Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,750 shares; 2024Q4: 6,750 shares; 2025Q1: 6,750 shares; 2025Q2: 6,750 shares 6,750$718K0.32%0Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,096 shares; 2024Q4: 1,248 shares; 2025Q1: 1,248 shares; 2025Q2: 1,248 shares 1,248$688K0.31%0Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 349 shares; 2024Q4: 1,070 shares; 2025Q1: 1,104 shares; 2025Q2: 1,104 shares 1,104$682K0.31%0Timeline
JMUBJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 12,100 shares 12,100$601K0.27%newTimeline
PKSTPEAKSTONE REALTY TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,493 shares; 2024Q4: 29,513 shares; 2025Q1: 28,554 shares; 2025Q2: 26,589 shares 26,589$351K0.16%-1,965Timeline
CIBRFIRST TR EXCHANGE-TRADED FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,612 shares; 2024Q4: 3,612 shares; 2025Q1: 4,387 shares; 2025Q2: 4,387 shares 4,387$332K0.15%0Timeline
JMSTJ P MORGAN EXCHANGE TRADED FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,900 shares 5,900$300K0.14%newTimeline
AOAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,191 shares; 2024Q4: 3,262 shares; 2025Q1: 3,528 shares; 2025Q2: 3,525 shares 3,525$294K0.13%-3Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,793 shares; 2024Q4: 2,817 shares; 2025Q1: 2,844 shares; 2025Q2: 2,878 shares 2,878$290K0.13%+34Timeline
GEGE AEROSPACEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,171 shares; 2024Q4: not reported; 2025Q1: 1,099 shares; 2025Q2: 1,099 shares 1,099$283K0.13%0Timeline
SHELSHELL PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,976 shares; 2025Q2: 2,976 shares 2,976$210K0.09%0Timeline

Sold out in Q2 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
XLVSELECT SECTOR SPDR TR2,035$297Kshares
JPSEJ P MORGAN EXCHANGE TRADED F4,618$201Kshares

How Q2 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001951757-25-000576 base2025-07-08acceptance time not in the bulk data set