Choice Wealth Advisors Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
JMTG
JPMorgan Mortgage-Backed Securities ETF
JMTG
|
+$15.7M |
| 2 |
JPMorgan Municipal ETF
JMUB
|
+$598K |
| 3 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
+$299K |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$266K |
| 5 |
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
|
+$160K |
Top Sells
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 4.64% |
| 2 | Consumer Discretionary | 3.72% |
| 3 | Financials | 0.7% |
| 4 | Industrials | 0.26% |
| 5 | Real Estate | 0.16% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
26
JPMorgan Ultra-Short Municipal Income ETF
JMST
$7.11B
| $300K | 0.14% |
+5,900
| New | +$299K |
|
27
iShares Core 80/20 Aggressive Allocation ETF
AOA
$3.18B
| $294K | 0.13% |
3,525
-3
| -0.1% | -$235 |
|
28
United Parcel Service
UPS
$96.8B
| $290K | 0.13% |
2,878
+34
| +1% | +$3.35K |
|
29
GE Aerospace
GE
$357B
| $283K | 0.13% |
1,099
| – | – |
|
30
Shell
SHEL
$240B
| $210K | 0.09% |
2,976
| – | – |
|
31
JPMorgan Diversified Return US Small Cap Equity ETF
JPSE
$595M
| – | – |
-4,618
| Closed | -$201K |
|
32
State Street Health Care Select Sector SPDR ETF
XLV
$41.5B
| – | – |
-2,035
| Closed | -$297K |
|
Similar funds
Choice Wealth Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, Choice Wealth Advisors held 32 positions worth $221M, up 15% from $192M the previous quarter. Its ten largest holdings account for 80% of the portfolio.
Choice Wealth Advisors deployed $15.4M of net new capital in Q2 2025, opening 3 new positions and adding to 7 existing holdings. Its largest new stake was JPMorgan Mortgage-Backed Securities ETF: 312,589 shares worth $15.7M.
By sector, the portfolio is most concentrated in Technology at 4.6% of assets, down from 5.1% a quarter earlier, followed by Consumer Discretionary and Financials.
On the sell side, the largest reduction was JPMorgan International Research Enhanced Equity ETF, an estimated $530K trimmed.
- Choice Wealth Advisors's largest Q2 2025 buy was JPMorgan Mortgage-Backed Securities ETF: 312,589 shares worth $15.7M.
- Choice Wealth Advisors added most to JPMorgan Ultra-Short Income ETF in Q2 2025, an estimated $266K increase.
- Choice Wealth Advisors's biggest Q2 2025 reduction was JPMorgan International Research Enhanced Equity ETF, cutting an estimated $530K.
- Choice Wealth Advisors fully exited State Street Health Care Select Sector SPDR ETF in Q2 2025, selling an estimated $297K.
- Choice Wealth Advisors's ten largest holdings make up 80% of its $221M portfolio in Q2 2025.
- Choice Wealth Advisors opened 3 new positions and closed 2 in Q2 2025.
- Choice Wealth Advisors's portfolio value rose 15% quarter-over-quarter to $221M.
Based on Choice Wealth Advisors's 13F filing for Q2 2025, filed 8 Jul 2025.