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Chokshi & Queen Wealth Advisors

Latest statistics and disclosures from Chokshi & Queen Wealth Advisors's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002057199

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Positions held by Chokshi & Queen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors holds 48 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	22.7	$37M	62k	588.68	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	18.5	$30M	58k	511.23	View chart
Apple (AAPL)	13.9	$23M	90k	250.42	View chart
NVIDIA Corporation (NVDA)	7.0	$11M	84k	134.29	View chart
Costco Wholesale Corporation (COST)	6.3	$10M	11k	916.28	View chart
Vanguard World Health Car Etf (VHT)	3.7	$5.9M	23k	253.69	View chart
Amazon (AMZN)	2.4	$3.9M	18k	219.39	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	2.3	$3.7M	37k	99.55	View chart
Visa Com Cl A (V)	2.3	$3.6M	12k	316.04	View chart
Broadcom (AVGO)	2.0	$3.2M	14k	231.84	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.8	$3.0M	8.8k	334.25	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.8	$2.9M	32k	88.40	View chart
Microsoft Corporation (MSFT)	1.5	$2.5M	5.9k	421.50	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$2.3M	12k	190.44	View chart
Meta Platforms Cl A (META)	1.2	$2.0M	3.4k	585.51	View chart
Tesla Motors (TSLA)	1.1	$1.7M	4.3k	403.84	View chart
Ishares Tr Core Msci Intl (IDEV)	1.0	$1.7M	26k	64.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.7	$1.1M	1.8k	586.08	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$936k	4.9k	189.30	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$810k	1.3k	621.80	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.5	$748k	12k	65.08	View chart
Eli Lilly & Co. (LLY)	0.5	$741k	960.00	772.26	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.4	$699k	1.6k	425.50	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.4	$689k	16k	44.04	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$671k	1.5k	453.28	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$648k	2.5k	264.13	View chart
Micron Technology (MU)	0.4	$631k	7.5k	84.16	View chart
Coinbase Global Com Cl A (COIN)	0.3	$555k	2.2k	248.30	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$527k	2.0k	269.70	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.3	$492k	4.3k	115.22	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$430k	16k	27.32	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$416k	5.1k	80.93	View chart
MercadoLibre (MELI)	0.2	$383k	225.00	1700.44	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$363k	1.9k	195.83	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$347k	7.1k	48.92	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$324k	6.4k	50.32	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$317k	6.2k	50.71	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.2	$307k	5.3k	57.41	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$306k	2.3k	135.37	View chart
Advanced Micro Devices (AMD)	0.2	$302k	2.5k	120.79	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.2	$280k	1.7k	161.77	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.2	$268k	12k	22.45	View chart
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)	0.2	$258k	11k	24.65	View chart
McDonald's Corporation (MCD)	0.1	$239k	824.00	289.89	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$228k	2.6k	88.79	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$228k	2.5k	92.73	View chart
Honeywell International (HON)	0.1	$226k	1.0k	225.89	View chart
JPMorgan Chase & Co. (JPM)	0.1	$215k	896.00	239.63	View chart

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 2024 Q4 filed Feb. 25, 2025

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