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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, COST, NVDA, and represent 65.91% of Chokshi & Queen Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: META, AVGO, PLTR, IVV, HOOD, QQQ, MSTR, STIP, AMZN, TMFC.
Started 10 new stock positions in SPHQ, EVSM, BINC, PLTR, TMFC, FLEX, MSTU, VONG, STIP, HOOD.
Reduced shares in these 10 stocks: NVDA, TSLA, COIN, GOOG, MU, AAPL, VHT, LLY, CAVA, .
Sold out of its positions in CAVA, MU, CRM.
Chokshi & Queen Wealth Advisors was a net seller of stock by $-1.2M.
Chokshi & Queen Wealth Advisors has $189M in assets under management (AUM), dropping by 8.22%.
Central Index Key (CIK): 0002057199

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Portfolio Holdings for Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors holds 61 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	23.5	$44M		66k	669.30	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	19.3	$37M		61k	600.37	View chart
Apple (AAPL)	12.4	$23M	-2%	92k	254.63	View chart
Costco Wholesale Corporation (COST)	5.6	$11M	-2%	12k	925.69	View chart
NVIDIA Corporation (NVDA)	5.1	$9.7M	-21%	52k	186.58	View chart
Amazon (AMZN)	3.4	$6.4M	+4%	29k	219.57	View chart
Vanguard World Health Car Etf (VHT)	3.0	$5.6M	-6%	22k	259.60	View chart
Visa Com Cl A (V)	2.2	$4.2M		12k	341.38	View chart
Meta Platforms Cl A (META)	2.2	$4.2M	+121%	5.7k	734.38	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	1.8	$3.4M		33k	103.07	View chart
Ishares Tr Russell 3000 Etf (IWV)	1.7	$3.1M	-6%	8.3k	378.94	View chart
Tesla Motors (TSLA)	1.6	$3.0M	-42%	6.8k	444.72	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	1.4	$2.7M	-5%	28k	96.55	View chart
Microsoft Corporation (MSFT)	1.3	$2.5M		4.9k	517.95	View chart
Ishares Tr Core Msci Intl (IDEV)	1.1	$2.1M		26k	80.17	View chart
Broadcom (AVGO)	1.0	$1.8M	+198%	5.5k	329.91	View chart
Strategy Cl A New (MSTR)	0.9	$1.7M	+30%	5.2k	322.21	View chart
Coinbase Global Com Cl A (COIN)	0.7	$1.4M	-51%	4.0k	337.49	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.7	$1.3M	+14%	2.9k	463.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.3M		5.3k	243.10	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.6	$1.2M		1.8k	666.18	View chart
Alphabet Cap Stk Cl C (GOOG)	0.6	$1.2M	-49%	4.8k	243.57	View chart
Vanguard World Inf Tech Etf (VGT)	0.5	$973k		1.3k	746.63	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$921k		1.8k	502.74	View chart
Palantir Technologies Cl A (PLTR)	0.5	$915k	NEW	5.0k	182.42	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.5	$873k	+2%	16k	54.18	View chart
Netflix (NFLX)	0.5	$852k	+17%	711.00	1198.92	View chart
Vertiv Holdings Com Cl A (VRT)	0.4	$830k	-6%	5.5k	150.86	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.4	$787k		12k	68.46	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$720k		2.5k	293.74	View chart
MercadoLibre (MELI)	0.3	$654k		280.00	2336.94	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.3	$598k		1.9k	307.86	View chart
Robinhood Mkts Com Cl A (HOOD)	0.3	$501k	NEW	3.5k	143.18	View chart
Eli Lilly & Co. (LLY)	0.3	$487k	-38%	638.00	763.00	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.3	$477k	+4%	5.4k	88.96	View chart
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)	0.2	$465k	+49%	19k	25.19	View chart
Arista Networks Com Shs (ANET)	0.2	$463k	-13%	3.2k	145.71	View chart
Wisdomtree Tr Emg Mkts Smcap (DGS)	0.2	$405k		7.1k	57.10	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.2	$404k	+11%	2.9k	141.50	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$399k		15k	27.30	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$395k		1.8k	215.79	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	0.2	$365k	NEW	3.5k	103.36	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	0.2	$356k	+29%	15k	23.07	View chart
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)	0.2	$337k	+8%	6.6k	51.04	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$326k	+11%	4.5k	72.77	View chart
JPMorgan Chase & Co. (JPM)	0.2	$295k	+2%	936.00	315.60	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	0.2	$285k	-11%	5.7k	50.27	View chart
Verisign (VRSN)	0.1	$260k		930.00	279.57	View chart
RBB Motley Fol Etf (TMFC)	0.1	$257k	NEW	3.6k	70.53	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.1	$257k		1.7k	155.45	View chart
McDonald's Corporation (MCD)	0.1	$254k		835.00	303.89	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$250k		3.5k	71.37	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.1	$244k		2.6k	95.14	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.1	$243k		2.5k	99.11	View chart
Flex Ord (FLEX)	0.1	$232k	NEW	4.0k	57.97	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$228k	NEW	4.3k	53.24	View chart
Honeywell International (HON)	0.1	$211k		1.0k	210.50	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.1	$206k	NEW	2.8k	73.29	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.1	$206k	NEW	1.7k	120.50	View chart
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)	0.1	$202k	NEW	4.0k	50.44	View chart
Etf Opportunities Trust T Rex 2x Long Ms (MSTU)	0.1	$107k	NEW	23k	4.65	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 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

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