Chokshi & Queen Wealth Advisors
Latest statistics and disclosures from Chokshi & Queen Wealth Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are IVV, QQQ, AAPL, NVDA, COST, and represent 67.83% of Chokshi & Queen Wealth Advisors's stock portfolio.
- Added to shares of these 10 stocks: META, NVDA, MSTR, AVGO, HOOD, VRT, NFLX, IVV, NOW, QQQ.
- Started 5 new stock positions in FBYD, SOFI, BMNR, CRM, NOW.
- Reduced shares in these 10 stocks: AMZN, IDEV, TSLA, COST, DGRW, UCON, VIG, , NFLT, JMST.
- Sold out of its positions in BINC, NFLT, Etf Opportunities Trust, UCON, HON, PPA, SPHQ, IAU, USMV, STIP. IDEV, JMST, EVSM, TMFC, MOAT, VIG, VEU, VONG, DGRW, USFR.
- Chokshi & Queen Wealth Advisors was a net buyer of stock by $412k.
- Chokshi & Queen Wealth Advisors has $191M in assets under management (AUM), dropping by 1.32%.
- Central Index Key (CIK): 0002057199
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Portfolio Holdings for Chokshi & Queen Wealth Advisors
Chokshi & Queen Wealth Advisors holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.3 | $47M | +2% | 68k | 684.95 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 19.8 | $38M | 62k | 614.31 |
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| Apple (AAPL) | 13.0 | $25M | 92k | 271.86 |
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| NVIDIA Corporation (NVDA) | 5.9 | $11M | +16% | 60k | 186.50 |
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| Costco Wholesale Corporation (COST) | 4.9 | $9.4M | -4% | 11k | 862.41 |
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| Vanguard World Health Car Etf (VHT) | 3.2 | $6.1M | 21k | 287.86 |
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| Meta Platforms Cl A (META) | 2.8 | $5.4M | +44% | 8.2k | 660.09 |
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| Visa Com Cl A (V) | 2.3 | $4.3M | 12k | 350.71 |
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| Amazon (AMZN) | 2.0 | $3.9M | -41% | 17k | 230.82 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.7 | $3.3M | -4% | 32k | 104.07 |
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| Broadcom (AVGO) | 1.7 | $3.3M | +71% | 9.5k | 346.10 |
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| Ishares Tr Russell 3000 Etf (IWV) | 1.6 | $3.1M | -4% | 8.0k | 386.85 |
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| Microsoft Corporation (MSFT) | 1.4 | $2.6M | +10% | 5.4k | 483.62 |
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| Ishares Tr Rus Mid Cap Etf (IWR) | 1.3 | $2.5M | -6% | 26k | 96.27 |
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| Strategy Cl A New (MSTR) | 1.1 | $2.2M | +178% | 14k | 151.95 |
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| Vertiv Holdings Com Cl A (VRT) | 1.1 | $2.2M | +141% | 13k | 162.01 |
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| Tesla Motors (TSLA) | 0.9 | $1.8M | -42% | 3.9k | 449.72 |
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| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $1.7M | +332% | 15k | 113.10 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.6M | 5.3k | 313.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | -5% | 4.5k | 313.85 |
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| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.4M | 2.9k | 480.57 |
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| Coinbase Global Com Cl A (COIN) | 0.7 | $1.3M | +37% | 5.5k | 226.14 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.2M | -3% | 1.8k | 681.92 |
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| Netflix (NFLX) | 0.6 | $1.1M | +1622% | 12k | 93.76 |
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| Vanguard World Inf Tech Etf (VGT) | 0.5 | $982k | 1.3k | 753.78 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $845k | -2% | 16k | 53.76 |
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| Palantir Technologies Cl A (PLTR) | 0.4 | $839k | -5% | 4.7k | 177.75 |
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| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $800k | 12k | 69.67 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $787k | -14% | 1.6k | 502.65 |
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| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $712k | 2.5k | 290.22 |
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| Eli Lilly & Co. (LLY) | 0.4 | $686k | 638.00 | 1074.68 |
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| Arista Networks Com Shs (ANET) | 0.3 | $612k | +47% | 4.7k | 131.03 |
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| Servicenow (NOW) | 0.3 | $603k | NEW | 3.9k | 153.19 |
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| MercadoLibre (MELI) | 0.3 | $534k | -5% | 265.00 | 2014.26 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $427k | +6% | 16k | 27.43 |
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| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $407k | -33% | 1.3k | 314.80 |
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| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $406k | 7.1k | 57.24 |
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| salesforce (CRM) | 0.2 | $397k | NEW | 1.5k | 264.91 |
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| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $367k | NEW | 14k | 27.15 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $332k | -17% | 2.4k | 141.16 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $302k | 937.00 | 322.36 |
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| McDonald's Corporation (MCD) | 0.1 | $255k | 835.00 | 305.63 |
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| Flex Ord (FLEX) | 0.1 | $242k | 4.0k | 60.42 |
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| Verisign (VRSN) | 0.1 | $226k | 930.00 | 242.95 |
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| Sofi Technologies (SOFI) | 0.1 | $202k | NEW | 7.7k | 26.18 |
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| Falcons Beyond Global Com Cl A (FBYD) | 0.1 | $162k | NEW | 11k | 15.01 |
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Past Filings by Chokshi & Queen Wealth Advisors
SEC 13F filings are viewable for Chokshi & Queen Wealth Advisors going back to 2024
- Chokshi & Queen Wealth Advisors 2025 Q4 filed Feb. 17, 2026
- Chokshi & Queen Wealth Advisors 2025 Q3 filed Oct. 23, 2025
- Chokshi & Queen Wealth Advisors 2025 Q2 filed July 30, 2025
- Chokshi & Queen Wealth Advisors 2025 Q1 filed May 20, 2025
- Chokshi & Queen Wealth Advisors 2024 Q4 filed Feb. 25, 2025