Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors as of March 31, 2025

Portfolio Holdings for Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors holds 51 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 21.4 $35M 62k 561.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.5 $27M 58k 468.92
Apple (AAPL) 12.2 $20M 90k 222.13
NVIDIA Corporation Put Option (NVDA) 7.1 $12M 108k 108.38
Spdr S&p 500 Etf Tr Tr Unit (SPY) 6.9 $11M 20k 559.39
Costco Wholesale Corporation (COST) 6.4 $11M 11k 945.81
Vanguard World Health Car Etf (VHT) 3.7 $6.1M 23k 264.74
Visa Com Cl A (V) 2.4 $4.0M 11k 350.46
Amazon (AMZN) 2.3 $3.8M 20k 190.26
Proshares Tr S&p 500 Dv Arist (NOBL) 2.1 $3.5M 34k 102.18
Tesla Motors (TSLA) 1.8 $2.9M 11k 259.16
Ishares Tr Russell 3000 Etf (IWV) 1.7 $2.8M 8.8k 317.64
Ishares Tr Rus Mid Cap Etf (IWR) 1.6 $2.6M 30k 85.07
Coinbase Global Com Cl A (COIN) 1.2 $2.0M 12k 172.23
Microsoft Corporation (MSFT) 1.1 $1.8M 4.9k 375.39
Ishares Tr Core Msci Intl (IDEV) 1.1 $1.8M 26k 68.89
Meta Platforms Cl A (META) 0.7 $1.2M 2.1k 576.36
Microstrategy Cl A New (MSTR) 0.7 $1.1M 4.0k 288.27
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $788k 1.5k 532.58
Eli Lilly & Co. (LLY) 0.5 $782k 946.00 826.30
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.5 $774k 1.8k 419.88
Alphabet Cap Stk Cl A (GOOGL) 0.5 $765k 4.9k 154.64
Alphabet Cap Stk Cl C (GOOG) 0.5 $756k 4.8k 156.24
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $708k 16k 45.26
Vanguard World Inf Tech Etf (VGT) 0.4 $707k 1.3k 542.38
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $686k 12k 59.75
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $634k 2.5k 258.62
Micron Technology (MU) 0.3 $565k 6.5k 86.89
Broadcom (AVGO) 0.3 $537k 3.2k 167.43
Vanguard Index Fds Large Cap Etf (VV) 0.3 $502k 2.0k 257.03
Vertiv Holdings Com Cl A (VRT) 0.3 $490k 6.8k 72.20
MercadoLibre (MELI) 0.3 $474k 243.00 1950.87
Wisdomtree Tr Floatng Rat Trea (USFR) 0.3 $434k 8.6k 50.33
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.3 $411k 5.1k 79.86
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $409k 15k 27.96
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $360k 1.9k 193.99
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $343k 7.1k 48.31
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.2 $337k 5.6k 60.66
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $318k 6.2k 50.85
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $315k 3.0k 104.57
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $285k 2.3k 124.50
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.2 $278k 1.7k 160.54
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.2 $269k 12k 22.57
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON) 0.2 $262k 11k 24.75
McDonald's Corporation (MCD) 0.2 $257k 824.00 312.37
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $240k 2.6k 93.66
Ishares Gold Tr Ishares New (IAU) 0.1 $237k 4.0k 58.96
Verisign (VRSN) 0.1 $236k 930.00 253.87
JPMorgan Chase & Co. (JPM) 0.1 $220k 896.00 245.45
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $216k 2.5k 88.00
Honeywell International (HON) 0.1 $212k 1.0k 211.75