Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: Choice Wealth Advisors LLC
  City: WATERVILLE
  State: ME
  Zip: 04901
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $165,145,000
  Total Value Change : $3,648,000
  Securities Held Change : -2
   
All Securities Held : 26
  New Positions : 3
  Closed Positions : 5
  Increased Positions : 8
  Unchanged Positions : 5
  Decreased Positions : 10

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 8     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (EELV)1 Year Chart         EELV Invesco S&p Emerging Market... 6 - $23.52 $10,684,000 447,221 6.47% -15,000 2,169 0.497    N/A
   (JPST)1 Year Chart         JPST Jp Morgan Ultra Short Incom... 7 - $0.00 $9,259,000 183,532 5.61% 246,000 4,107 0.02    N/A
   (JPSE)1 Year Chart         JPSE Jpmorgan Diversified Return... 8 - $0.00 $8,557,000 189,316 5.18% 392,000 3,991 2.104    N/A
   (AAPL)1 Year Chart         AAPL Apple Inc 10 - $189.87 $6,266,000 36,541 3.79% -88,000 3,538 0    Personal Computers
   (FTGC)1 Year Chart         FTGC First Trust Global Tactical... 11 - $24.66 $6,147,000 259,147 3.72% 456,000 5,551 0.046    N/A
   (RGI)1 Year Chart         RGI Invesco S&P 500 Equal Weigh... 14 - $47.22 $2,094,000 43,887 1.27% 321,000 2,770 0.049    Closed - End Fund - E...
   (FXO)1 Year Chart         FXO First Trust Financials Alph... 15 - $47.69 $2,018,000 42,467 1.22% 384,000 4,732 0.141    Closed - End Fund - Debt
   (UPS)1 Year Chart         UPS United Parcel Service Inc 22 - $149.24 $420,000 2,826 0.25% -21,000 20 0    AirDelivery & Freight...

      8 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results