Close

Form 13F-HR Choice Wealth Advisors, For: Jun 30

August 9, 2022 12:27 PM EDT

News and research before you hear about it on CNBC and others. Claim your 1-week free trial to StreetInsider Premium here.

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F COVER PAGE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

Report for the Calendar Year or Quarter Ended: 06-30-2022
Check here if Amendment   Amendment Number:
This Amendment (Check only one.):   is a restatement.
  adds new holdings entries.
Institutional Investment Manager Filing this Report:
Name: Choice Wealth Advisors, LLC
Address: 325-D KENNEDY MEMORIAL DRIVE
WATERVILLE , ME04901
Form 13F File Number: 028-20704

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Person Signing this Report on Behalf of Reporting Manager:
Name: Christopher Markos
Title: CCO
Phone: (207) 873-0996
Signature, Place, and Date of Signing:
Christopher Markos Waterville , ME 08-09-2022
[Signature] [City, State] [Date]
Report Type (Check only one.):
X 13F HOLDINGS REPORT. (Check here if all holdings of this reporting manager are reported in this report.)
  13F NOTICE. (Check here if no holdings reported are in this report, and all holdings are reported by other reporting manager(s).)
  13F COMBINATION REPORT. (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)
Form 13F Summary Page
Report Summary:
Number of Other Included Managers: 0
Form 13F Information Table Entry Total: 23
Form 13F Information Table Value Total: 105,742
(thousands)
List of Other Managers Reporting for this Manager:
[If there are no entries in this list, omit this section.]
Form 13F File Number Name

List of Other Included Managers:
Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.
[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]
No. Form 13F File Number Name

The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

OMB APPROVAL
OMB Number: 3235-0006
Expires: July 31, 2015
Estimated average burden
hours per response: 23.8

COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8
VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY
NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE
LUCIRA HEALTH INC COM Stock 54948U105 181 97,518 SH SOLE 0 0 97,518
META PLATFORMS INC CL A Stock 30303M102 287 1,778 SH SOLE 0 0 1,778
MASTERCARD INCORPORATED CL A Stock 57636Q104 332 1,053 SH SOLE 0 0 1,053
APPLE INC COM Stock 037833100 367 2,687 SH SOLE 0 0 2,687
ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 395 1,917 SH SOLE 0 0 1,916
VANGUARD FTSE DEVELOPED MARKETS ETF ETF 921943858 409 10,025 SH SOLE 0 0 10,025
VANGUARD LARGE-CAP INDEX FUND ETF 922908637 451 2,616 SH SOLE 0 0 2,616
ISHARES CORE S&P U.S. GROWTH ETF ETF 464287671 587 7,008 SH SOLE 0 0 7,007
ISHARES CORE MSCI EMERGING MARKETS ETF ETF 46434G103 623 12,694 SH SOLE 0 0 12,693
ISHARES S&P SMALL-CAP FUND ETF 464287804 665 7,194 SH SOLE 0 0 7,194
ISHARES MSCI EM ESG SELECT ETF ETF 46434G863 710 21,985 SH SOLE 0 0 21,984
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF ETF 46434VBG4 813 32,845 SH SOLE 0 0 32,844
ISHARES IBONDS DEC 2023 TERM CORPORATE ETF ETF 46434VAX8 829 33,022 SH SOLE 0 0 33,022
ISHARES IBONDS DEC 2022 TERM CORPORATE ETF ETF 46434VBA7 837 33,475 SH SOLE 0 0 33,475
ARK NEXT GENERATION INTERNET ETF ETF 00214Q401 1,028 20,976 SH SOLE 0 0 20,976
ISHARES S&P MIDCAP FUND ETF 464287507 1,164 5,145 SH SOLE 0 0 5,145
ISHARES S&P 500 GROWTH ETF ETF 464287309 1,170 19,392 SH SOLE 0 0 19,392
SPDR S&P 500 ETF ETF 78462F103 1,252 3,318 SH SOLE 0 0 3,318
ISHARES NATIONAL MUNI BOND ETF ETF 464288414 1,851 17,400 SH SOLE 0 0 17,400
AMAZON COM INC COM Stock 023135106 2,208 20,793 SH SOLE 0 0 20,793
VANGUARD TOTAL BOND MARKET INDEX FUND ETF 921937835 2,230 29,629 SH SOLE 0 0 29,629
VANGUARD S&P 500 ETF ETF 922908363 3,367 9,707 SH SOLE 0 0 9,707
HMOP - HARTFORD MUNICIPAL OPPORTUNITIES ETF ETF 41653L503 3,812 100,905 SH SOLE 0 0 100,904
ISHARES S&P GLOBAL CLEAN ENERGY INDEX FUND ETF 464288224 4,011 210,534 SH SOLE 0 0 210,533
MICROSOFT CORP COM Stock 594918104 4,182 16,276 SH SOLE 0 0 16,276
IWM- ISHARES RUSSELL 2000 ETF ETF 464287655 4,302 25,404 SH SOLE 0 0 25,403
SPDR S&P REGIONAL BANKING ETF ETF 78464A698 4,365 75,139 SH SOLE 0 0 75,139
ISHARES RUSSELL 1000 ETF ETF 464287622 4,701 22,629 SH SOLE 0 0 22,629
VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND ETF 92206C409 5,277 69,192 SH SOLE 0 0 69,192
HEALTH CARE SELECT SECTOR SPDR FUND ETF 81369Y209 6,772 52,808 SH SOLE 0 0 52,807
INVESCO QQQ TRUST ETF 46090E103 8,105 28,918 SH SOLE 0 0 28,918
DIMENSIONAL U.S. TARGETED VALUE ETF ETF 25434V609 9,362 232,760 SH SOLE 0 0 232,760
VANGUARD MID-CAP INDEX FUND ETF 922908629 10,746 54,557 SH SOLE 0 0 54,557
ISHARES CORE S&P 500 ETF ETF 464287200 16,474 43,450 SH SOLE 0 0 43,449
ISHARES CORE DIVIDEND GROWTH ETF ETF 46434V621 19,581 411,029 SH SOLE 0 0 411,029


Serious News for Serious Traders! Try StreetInsider.com Premium Free!

You May Also Be Interested In





Related Categories

SEC Filings