Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors as of June 30, 2025

Portfolio Holdings for Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors holds 54 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 23.1 $40M 65k 620.90
Invesco Qqq Tr Unit Ser 1 (QQQ) 18.9 $33M 60k 551.64
Apple (AAPL) 11.0 $19M 94k 205.17
Costco Wholesale Corporation (COST) 6.6 $12M 12k 989.90
NVIDIA Corporation (NVDA) 6.0 $10M 66k 157.99
Amazon (AMZN) 3.5 $6.1M 28k 219.39
Vanguard World Health Car Etf (VHT) 3.3 $5.8M 23k 248.34
Visa Com Cl A (V) 2.5 $4.3M 12k 355.05
Tesla Motors (TSLA) 2.2 $3.8M 12k 317.66
Proshares Tr S&p 500 Dv Arist (NOBL) 1.9 $3.3M 33k 100.70
Ishares Tr Russell 3000 Etf (IWV) 1.8 $3.1M 8.9k 351.00
Coinbase Global Com Cl A (COIN) 1.7 $2.9M 8.2k 350.49
Ishares Tr Rus Mid Cap Etf (IWR) 1.6 $2.8M 30k 91.97
Microsoft Corporation (MSFT) 1.4 $2.4M 4.8k 497.41
Ishares Tr Core Msci Intl (IDEV) 1.1 $2.0M 26k 76.04
Meta Platforms Cl A (META) 1.1 $1.9M 2.6k 738.09
Alphabet Cap Stk Cl C (GOOG) 1.0 $1.7M 9.4k 177.39
Microstrategy Cl A New (MSTR) 0.9 $1.6M 4.0k 404.23
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $1.1M 1.8k 617.85
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.6 $1.1M 2.5k 440.65
Alphabet Cap Stk Cl A (GOOGL) 0.5 $933k 5.3k 176.23
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $889k 1.8k 485.77
Vanguard World Inf Tech Etf (VGT) 0.5 $864k 1.3k 663.28
Netflix (NFLX) 0.5 $813k 607.00 1339.13
Eli Lilly & Co. (LLY) 0.5 $807k 1.0k 779.21
Micron Technology (MU) 0.5 $801k 6.5k 123.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.4 $774k 16k 49.46
Vertiv Holdings Com Cl A (VRT) 0.4 $758k 5.9k 128.41
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $732k 12k 63.71
MercadoLibre (MELI) 0.4 $729k 279.00 2613.63
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $686k 2.5k 279.83
Vanguard Index Fds Large Cap Etf (VV) 0.3 $558k 2.0k 285.30
Broadcom (AVGO) 0.3 $511k 1.9k 275.65
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $431k 5.1k 83.74
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $392k 7.1k 55.24
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $387k 15k 26.50
Arista Networks Com Shs (ANET) 0.2 $376k 3.7k 102.31
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $375k 1.8k 204.67
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $341k 2.6k 133.04
Wisdomtree Tr Floatng Rat Trea (USFR) 0.2 $324k 6.4k 50.31
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $309k 6.1k 50.92
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.2 $308k 12k 24.89
Cava Group Ord (CAVA) 0.2 $295k 3.5k 84.23
salesforce (CRM) 0.2 $273k 1.0k 272.69
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.2 $272k 12k 22.83
Verisign (VRSN) 0.2 $269k 930.00 288.80
JPMorgan Chase & Co. (JPM) 0.2 $266k 916.00 289.79
Ishares Gold Tr Ishares New (IAU) 0.1 $250k 4.0k 62.36
McDonald's Corporation (MCD) 0.1 $241k 824.00 292.17
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $241k 2.6k 93.87
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $236k 3.5k 67.22
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $234k 1.7k 141.69
Honeywell International (HON) 0.1 $233k 1.0k 232.88
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $230k 2.5k 93.79