Choice Wealth Advisors, LLC recently filed their 13F report for the fourth quarter of 2022, which ended on 2022-12-31.
The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.
325-D KENNEDY MEMORIAL DRIVE WATERVILLE, ME 04901
As of the latest 13F report, the guru’s equity portfolio contained 25 stocks valued at a total of $133.00Mil. The top holdings were SPYV(17.51%), DGRW(15.74%), and SPYG(10.08%).
According to GuruFocus data, these were Choice Wealth Advisors, LLC’s top five trades of the quarter.
JPMorgan Core Plus Bond ETF
The guru established a new position worth 47,289 shares in BATS:JCPB, giving the stock a 1.63% weight in the equity portfolio. Shares traded for an average price of $45.79 during the quarter.
On 01/25/2023, JPMorgan Core Plus Bond ETF traded for a price of $47.5501 per share and a market cap of $646.68Mil. The stock has returned -8.40% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, JPMorgan Core Plus Bond ETF has a price-book ratio of 2.18.
JPMorgan Municipal ETF
The guru established a new position worth 42,458 shares in BATS:JMUB, giving the stock a 1.58% weight in the equity portfolio. Shares traded for an average price of $48.91 during the quarter.
On 01/25/2023, JPMorgan Municipal ETF traded for a price of $50.91 per share and a market cap of $379.28Mil. The stock has returned -3.79% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, JPMorgan Municipal ETF has a price-earnings ratio of 10.39 and a price-book ratio of 1.75.
PGIM Ultra Short Bond ETF
The guru established a new position worth 21,217 shares in ARCA:PULS, giving the stock a 0.78% weight in the equity portfolio. Shares traded for an average price of $48.74 during the quarter.
On 01/25/2023, PGIM Ultra Short Bond ETF traded for a price of $49.34 per share and a market cap of $3.85Bil. The stock has returned 2.05% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
JPMorgan Ultra-Short Income ETF
During the quarter, Choice Wealth Advisors, LLC bought 13,506 shares of ARCA:JPST for a total holding of 167,950. The trade had a 0.51% impact on the equity portfolio. During the quarter, the stock traded for an average price of $49.92.
On 01/25/2023, JPMorgan Ultra-Short Income ETF traded for a price of $50.335 per share and a market cap of $24.38Bil. The stock has returned 1.35% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
WisdomTree U.S. Dividend Growth Fund
Choice Wealth Advisors, LLC reduced their investment in NAS:DGRW by 10,993 shares. The trade had a 0.5% impact on the equity portfolio. During the quarter, the stock traded for an average price of $59.4.
On 01/25/2023, WisdomTree U.S. Dividend Growth Fund traded for a price of $61.59 per share and a market cap of $7.72Bil. The stock has returned 0.93% over the past year.
There is insufficient data to calculate the stock’s financial strength and profitability ratings.
In terms of valuation, WisdomTree U.S. Dividend Growth Fund has a price-earnings ratio of 20.57 and a price-book ratio of 5.28.
Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.
When GuruFocus covers insider information, we only track open market or the private purchase and sale of common stock with the transaction code of P or S. Therefore, all the transactions mentioned in this article are only the ones with transaction code of P or S.
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