Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors as of Dec. 31, 2024

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