test

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
DGRWWisdomtree Tr
Recent Activity
Decreased -0.09%
13.68%
$26.785M
330,966 shares@ $80.94 avg price
JHMMJohn Hancock Exchange Traded
Recent Activity
Decreased -0.86%
6%
$11.738M
196,512 shares@ $59.74 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
FXLFirst Tr Exchange Traded Fd
Recent Activity
Decreased -6.1%
4.31%
$8.436M
56,791 shares@ $148.55 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.61%
3.56%
$6.956M
31,707 shares@ $219.4 avg price
FXOFirst Tr Exchange Traded Fd
Recent Activity
Decreased -2.18%
1.14%
$2.225M
41,107 shares@ $54.14 avg price
RSPNInvesco Exchange Traded Fd T
Recent Activity
Decreased -4.2%
1.08%
$2.11M
42,037 shares@ $50.2 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -3.65%
0.43%
$824,516
1,819 shares@ $453.28 avg price
FPEFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -92.27%
0.22%
$411,523
23,250 shares@ $17.7 avg price