Chokshi & Queen Wealth Advisors as of Dec. 31, 2025
Portfolio Holdings for Chokshi & Queen Wealth Advisors
Chokshi & Queen Wealth Advisors holds 46 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 24.3 | $47M | 68k | 684.95 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 19.8 | $38M | 62k | 614.31 | |
| Apple (AAPL) | 13.0 | $25M | 92k | 271.86 | |
| NVIDIA Corporation (NVDA) | 5.9 | $11M | 60k | 186.50 | |
| Costco Wholesale Corporation (COST) | 4.9 | $9.4M | 11k | 862.41 | |
| Vanguard World Health Car Etf (VHT) | 3.2 | $6.1M | 21k | 287.86 | |
| Meta Platforms Cl A (META) | 2.8 | $5.4M | 8.2k | 660.09 | |
| Visa Com Cl A (V) | 2.3 | $4.3M | 12k | 350.71 | |
| Amazon (AMZN) | 2.0 | $3.9M | 17k | 230.82 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 1.7 | $3.3M | 32k | 104.07 | |
| Broadcom (AVGO) | 1.7 | $3.3M | 9.5k | 346.10 | |
| Ishares Tr Russell 3000 Etf (IWV) | 1.6 | $3.1M | 8.0k | 386.85 | |
| Microsoft Corporation (MSFT) | 1.4 | $2.6M | 5.4k | 483.62 | |
| Ishares Tr Rus Mid Cap Etf (IWR) | 1.3 | $2.5M | 26k | 96.27 | |
| Strategy Cl A New (MSTR) | 1.1 | $2.2M | 14k | 151.95 | |
| Vertiv Holdings Com Cl A (VRT) | 1.1 | $2.2M | 13k | 162.01 | |
| Tesla Motors (TSLA) | 0.9 | $1.8M | 3.9k | 449.72 | |
| Robinhood Mkts Com Cl A (HOOD) | 0.9 | $1.7M | 15k | 113.10 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.6M | 5.3k | 313.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $1.4M | 4.5k | 313.85 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.4M | 2.9k | 480.57 | |
| Coinbase Global Com Cl A (COIN) | 0.7 | $1.3M | 5.5k | 226.14 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.6 | $1.2M | 1.8k | 681.92 | |
| Netflix (NFLX) | 0.6 | $1.1M | 12k | 93.76 | |
| Vanguard World Inf Tech Etf (VGT) | 0.5 | $982k | 1.3k | 753.78 | |
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.4 | $845k | 16k | 53.76 | |
| Palantir Technologies Cl A (PLTR) | 0.4 | $839k | 4.7k | 177.75 | |
| Dimensional Etf Trust Us Small Cap Etf (DFAS) | 0.4 | $800k | 12k | 69.67 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $787k | 1.6k | 502.65 | |
| Vanguard Index Fds Mid Cap Etf (VO) | 0.4 | $712k | 2.5k | 290.22 | |
| Eli Lilly & Co. (LLY) | 0.4 | $686k | 638.00 | 1074.68 | |
| Arista Networks Com Shs (ANET) | 0.3 | $612k | 4.7k | 131.03 | |
| Servicenow (NOW) | 0.3 | $603k | 3.9k | 153.19 | |
| MercadoLibre (MELI) | 0.3 | $534k | 265.00 | 2014.26 | |
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $427k | 16k | 27.43 | |
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $407k | 1.3k | 314.80 | |
| Wisdomtree Tr Emg Mkts Smcap (DGS) | 0.2 | $406k | 7.1k | 57.24 | |
| salesforce (CRM) | 0.2 | $397k | 1.5k | 264.91 | |
| Bitmine Immersion Tecnologie Com New (BMNR) | 0.2 | $367k | 14k | 27.15 | |
| Ishares Tr S&P SML 600 GWT (IJT) | 0.2 | $332k | 2.4k | 141.16 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $302k | 937.00 | 322.36 | |
| McDonald's Corporation (MCD) | 0.1 | $255k | 835.00 | 305.63 | |
| Flex Ord (FLEX) | 0.1 | $242k | 4.0k | 60.42 | |
| Verisign (VRSN) | 0.1 | $226k | 930.00 | 242.95 | |
| Sofi Technologies (SOFI) | 0.1 | $202k | 7.7k | 26.18 | |
| Falcons Beyond Global Com Cl A (FBYD) | 0.1 | $162k | 11k | 15.01 |
