Choice Wealth Advisors 13F annual report
Choice Wealth Advisors is an investment fund managing more than $188 billion ran by Christopher Markos. There are currently 22 companies in Mr. Markos’s portfolio. The largest investments include Wisdomtree Tr and Spdr Ser Tr, together worth $85.6 billion.
$188 billion Assets Under Management (AUM)
As of 8th July 2024, Choice Wealth Advisors’s top holding is 657,843 shares of Wisdomtree Tr currently worth over $40.8 billion and making up 21.7% of the portfolio value.
In addition, the fund holds 767,165 shares of Spdr Ser Tr worth $44.8 billion.
The third-largest holding is J P Morgan Exchange Traded F worth $26.8 billion and the next is Invesco Exch Traded Fd Tr Ii worth $10.9 billion, with 463,433 shares owned.
Currently, Choice Wealth Advisors's portfolio is worth at least $188 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Choice Wealth Advisors
The Choice Wealth Advisors office and employees reside in Waterville, Maine. According to the last 13-F report filed with the SEC, Christopher Markos serves as the Chief Compliance Officer at Choice Wealth Advisors.
Recent trades
In the most recent 13F filing, Choice Wealth Advisors revealed that it had opened a new position in
J P Morgan Exchange Traded F and bought 442,510 shares worth $26.8 billion.
The investment fund also strengthened its position in Wisdomtree Tr by buying
5,106 additional shares.
This makes their stake in Wisdomtree Tr total 657,843 shares worth $40.8 billion.
On the other hand, Christopher Markos disclosed a decreased stake in Spdr Ser Tr by approximately 0.1%.
This leaves the value of the investment at $44.8 billion and 767,165 shares.
One of the smallest hedge funds
The two most similar investment funds to Choice Wealth Advisors are Intergy Private Wealth and Monumental Financial Group Inc. They manage $188 billion and $188 billion respectively.
Christopher Markos investment strategy
Choice Wealth Advisors’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 7.8% of
the total portfolio value.
The fund focuses on investments in the United States as
31.8% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
32% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $540 billion.
The complete list of Choice Wealth Advisors trades based on 13F SEC filings
These positions were updated on July 15th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Wisdomtree Tr |
0.78%
657,843
|
$40,802,912,000 | 21.70% |
| Spdr Ser Tr |
0.31%
767,165
|
$44,792,200,000 | 23.82% |
| J P Morgan Exchange Traded F |
Opened
442,510
|
$26,836,396,000 | 14.27% |
| Invesco Exch Traded Fd Tr Ii |
3.63%
463,433
|
$10,923,122,000 | 5.81% |
| John Hancock Exchange Traded |
1.00%
197,389
|
$10,864,285,000 | 5.78% |
| J P Morgan Exchange Traded F |
46.89%
198,005
|
$9,957,342,000 | 5.30% |
| First Tr Exchange Traded Fd |
0.24%
104,433
|
$10,153,578,000 | 5.40% |
| Apple Inc |
No change
36,541
|
$7,696,265,000 | 4.09% |
| First Tr Exchange Trad Fd Vi |
2.89%
266,635
|
$6,375,236,000 | 3.39% |
| Amazon.com Inc. |
0.28%
32,227
|
$6,227,868,000 | 3.31% |
| First Tr Exch Traded Fd Iii |
2.82%
296,720
|
$5,151,065,000 | 2.74% |
| NVIDIA Corp |
917.49%
20,248
|
$2,501,438,000 | 1.33% |
| Invesco Exchange Traded Fd T |
0.01%
43,881
|
$1,992,636,000 | 1.06% |
| Berkshire Hathaway Inc. |
2.05%
1,912
|
$777,802,000 | 0.41% |
| Tesla Inc |
No change
3,550
|
$702,474,000 | 0.37% |
| State Str Corp |
No change
6,750
|
$499,500,000 | 0.27% |
| United Parcel Service, Inc. |
0.81%
2,849
|
$389,864,000 | 0.21% |
| Peakstone Realty Trust |
1.83%
31,995
|
$339,148,000 | 0.18% |
| Select Sector Spdr Tr |
2.11%
2,078
|
$302,869,000 | 0.16% |
| Teradyne, Inc. |
0.06%
1,778
|
$263,680,000 | 0.14% |
| Ishares Tr |
4.55%
3,217
|
$240,567,000 | 0.13% |
| Shell Plc |
Opened
2,976
|
$214,808,000 | 0.11% |
| No transactions found | |||
| Showing first 500 out of 22 holdings | |||
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