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Christopher Markos

@Choice Wealth Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$195.82MTotal holdings29
Assets growth rate-2.15%Assets growth rate (2-Q avg)2%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Choice Wealth Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 29 positions.

Assets under management

The assets under management (AUM) of Choice Wealth Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 195.82M in assets, with a quarterly growth rate of -2.15% and a 2-quarter average growth rate of 2%. The portfolio is managed by Christopher Markos, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SPYVSpdr Ser Tr
Recent Activity
Increased 1.38%
13.93%
$27.277M
533,373 shares@ $51.14 avg price
DGRWWisdomtree Tr
Recent Activity
Decreased -0.09%
13.68%
$26.785M
330,966 shares@ $80.94 avg price
SPYGSpdr Ser Tr
Recent Activity
Increased 4.73%
10.96%
$21.445M
243,975 shares@ $87.9 avg price
JIREJ P Morgan Exchange Traded F
Recent Activity
Increased 3.62%
9.36%
$18.315M
313,018 shares@ $58.52 avg price
IHDGWisdomtree Tr
Recent Activity
Increased 2.94%
7.66%
$14.991M
344,853 shares@ $43.48 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -0.86%
6%
$11.738M
196,512 shares@ $59.74 avg price
EELVInvesco Exch Traded Fd Tr Ii
Recent Activity
Increased 3.57%
5.72%
$11.184M
477,743 shares@ $23.41 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 4.42%
5.38%
$10.517M
208,790 shares@ $50.37 avg price
JMEEJ P Morgan Exchange Traded F
Recent Activity
Decreased -0.69%
4.59%
$8.971M
148,361 shares@ $60.48 avg price
AAPLApple Inc
Recent Activity
Decreased -0.88%
4.32%
$8.451M
33,749 shares@ $250.43 avg price