Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors as of March 31, 2026

Portfolio Holdings for Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors holds 64 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.0 $45M 69k 653.21
Invesco Qqq Tr Unit Ser 1 (QQQ) 19.2 $36M 62k 577.18
Apple (AAPL) 12.6 $24M 93k 253.79
Costco Wholesale Corporation (COST) 6.0 $11M 11k 996.44
NVIDIA Corporation (NVDA) 5.5 $10M 60k 174.40
Vanguard World Health Car Etf (VHT) 3.0 $5.7M 21k 272.33
Meta Platforms Cl A (META) 2.3 $4.4M 7.7k 572.13
Visa Com Cl A (V) 2.0 $3.8M 13k 302.24
Amazon (AMZN) 2.0 $3.7M 18k 208.27
Proshares Tr S&p 500 Dv Arist (NOBL) 1.8 $3.3M 31k 106.01
Ishares Tr Russell 3000 Etf (IWV) 1.6 $3.0M 8.0k 370.68
Broadcom (AVGO) 1.5 $2.7M 8.9k 309.51
Ishares Tr Rus Mid Cap Etf (IWR) 1.4 $2.6M 27k 97.23
Strategy Cl A New (MSTR) 1.2 $2.2M 18k 124.80
Microsoft Corporation (MSFT) 1.1 $2.0M 5.5k 370.17
Alphabet Cap Stk Cl A (GOOGL) 0.8 $1.5M 5.3k 287.56
Alphabet Cap Stk Cl C (GOOG) 0.8 $1.5M 5.3k 286.86
Tesla Motors (TSLA) 0.8 $1.5M 4.0k 371.75
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.7 $1.3M 2.8k 463.19
Robinhood Mkts Com Cl A (HOOD) 0.7 $1.3M 18k 69.30
Netflix (NFLX) 0.7 $1.2M 13k 96.15
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $1.2M 1.9k 650.34
Coinbase Global Com Cl A (COIN) 0.6 $1.1M 6.1k 174.61
Vanguard World Inf Tech Etf (VGT) 0.5 $909k 1.3k 697.72
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $894k 1.9k 479.20
Bitmine Immersion Tecnologie Com New (BMNR) 0.5 $884k 45k 19.78
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $850k 16k 54.05
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.4 $817k 12k 71.13
Palantir Technologies Cl A (PLTR) 0.4 $721k 4.9k 146.28
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $704k 2.5k 287.18
Eli Lilly & Co. (LLY) 0.4 $704k 765.00 919.77
Vanguard Index Fds Large Cap Etf (VV) 0.3 $538k 1.8k 298.85
Arista Networks Com Shs (ANET) 0.3 $525k 4.3k 122.78
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON) 0.3 $483k 20k 24.77
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $477k 16k 30.68
MercadoLibre (MELI) 0.2 $458k 265.00 1729.02
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $430k 4.9k 87.84
Wisdomtree Tr Emg Mkts Smcap (DGS) 0.2 $427k 7.1k 60.10
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.2 $418k 18k 22.75
Ishares Gold Tr Ishares New (IAU) 0.2 $417k 4.7k 88.16
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $376k 1.7k 215.06
Servicenow (NOW) 0.2 $375k 3.6k 104.55
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $365k 3.5k 103.43
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $344k 6.8k 50.98
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $314k 2.2k 144.71
Vertiv Holdings Com Cl A (VRT) 0.2 $313k 1.3k 250.58
JPMorgan Chase & Co. (JPM) 0.1 $280k 953.00 294.26
salesforce (CRM) 0.1 $280k 1.5k 186.67
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.1 $265k 5.1k 51.93
Flextronics Intl Ord (FLEX) 0.1 $262k 4.0k 65.46
McDonald's Corporation (MCD) 0.1 $260k 835.00 310.79
RBB Motley Fol Etf (TMFC) 0.1 $257k 3.9k 65.97
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $253k 1.5k 165.70
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.1 $240k 4.8k 50.19
Ishares Tr Msci Usa Min Vol (USMV) 0.1 $238k 2.6k 92.74
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $234k 2.4k 96.70
Verisign (VRSN) 0.1 $231k 930.00 248.36
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $229k 3.1k 75.10
J P Morgan Exchange Traded F Income Etf (JPIE) 0.1 $228k 5.0k 46.07
Honeywell International (HON) 0.1 $226k 1.0k 226.03
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $214k 2.8k 75.19
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $208k 2.2k 94.24
Falcons Beyond Global Com Cl A (FBYD) 0.1 $153k 11k 14.10
Marathon Digital Holdings In (MARA) 0.0 $89k 11k 8.16