Choice Wealth Advisors, LLC

Q3 2025 13F-HR Holdings

Location
Waterville, ME
Holdings as of
9/30/2025
Date filed
11/6/2025
Form type
13F-HR
Num holdings
32
Total value ($000)
$233,305
Net value change ($000)
+12,018 (5.4%)
New positions
2
Sold out positions
0
Turnover %
4.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/8/2025 Next filing: 1/8/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AVEM 10,029 NEW
AAPL 1,670 24.1%
SPYV 1,484 5.3%
SPYG 1,138 4.8%
DGRW 1,059 3.8%
IHDG 934 6.0%
JIRE 790 3.7%
JHMM 730 6.0%
JMEE 712 7.7%
NVDA 610 18.3%
Top Reduces (Value $000, Stocks/ETFs)
EELV -9,787 -77.6%
AMZN -132 -1.9%
UPS -46 -15.9%
PKST -13 -3.7%
BRK-B -3 -0.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type