Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors as of June 30, 2026

Portfolio Holdings for Chokshi & Queen Wealth Advisors

Chokshi & Queen Wealth Advisors holds 60 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 24.7 $53M 71k 748.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 22.2 $48M 65k 736.41
Apple (AAPL) 12.7 $28M 95k 289.36
NVIDIA Corporation (NVDA) 5.4 $12M 58k 200.09
Costco Wholesale Corporation (COST) 5.0 $11M 12k 935.49
Vanguard World Health Car Etf (VHT) 3.0 $6.5M 22k 299.01
Amazon (AMZN) 2.0 $4.4M 18k 238.34
Visa Com Cl A (V) 2.0 $4.2M 12k 343.09
Proshares Tr S&p 500 Dv Arist (NOBL) 1.8 $3.8M 67k 56.16
Meta Platforms Cl A (META) 1.7 $3.7M 6.5k 563.29
Ishares Tr Russell 3000 Etf (IWV) 1.6 $3.4M 8.0k 426.40
Ishares Tr Rus Mid Cap Etf (IWR) 1.3 $2.9M 26k 110.32
Microsoft Corporation (MSFT) 1.0 $2.2M 5.9k 373.02
Alphabet Cap Stk Cl A (GOOGL) 1.0 $2.1M 5.9k 357.37
Alphabet Cap Stk Cl C (GOOG) 1.0 $2.1M 6.0k 353.35
Tesla Motors (TSLA) 0.9 $1.9M 4.5k 420.60
Broadcom (AVGO) 0.8 $1.7M 4.5k 377.75
Vertiv Holdings Com Cl A (VRT) 0.7 $1.5M 4.5k 334.82
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) 0.7 $1.4M 2.7k 522.39
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 0.6 $1.4M 1.9k 746.77
Eli Lilly & Co. (LLY) 0.6 $1.3M 1.0k 1199.43
Vanguard World Inf Tech Etf (VGT) 0.6 $1.2M 10k 119.52
Strategy Cl A New (MSTR) 0.6 $1.2M 14k 86.93
Bitmine Immersion Techs Com New (BMNR) 0.5 $1.1M 82k 13.31
Palantir Technologies Cl A (PLTR) 0.5 $977k 8.4k 116.67
Taiwan Semiconductor Manufac Sponsored Ads (TSM) 0.4 $969k 2.0k 477.57
Sandisk Corp (SNDK) 0.4 $967k 425.00 2274.22
Netflix (NFLX) 0.4 $868k 12k 71.40
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $790k 9.8k 80.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $758k 1.5k 500.39
Micron Technology (MU) 0.3 $750k 650.00 1154.29
Corning Incorporated (GLW) 0.3 $664k 2.6k 255.43
Space Exploration Techn Corp Class A Com Stk (SPCX) 0.3 $658k 3.9k 170.86
Flex Ord (FLEX) 0.3 $648k 4.0k 162.07
Vanguard Index Fds Large Cap Etf (VV) 0.3 $619k 1.8k 343.91
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.2 $512k 16k 31.71
Marathon Digital Holdings In (MARA) 0.2 $506k 36k 13.89
JPMorgan Chase & Co. (JPM) 0.2 $463k 1.4k 327.39
First Tr Exchng Traded Fd Vi Smit Unco Bd Etf (UCON) 0.2 $460k 19k 24.88
Wisdomtree Tr Us Qtly Div Grt (DGRW) 0.2 $452k 4.7k 95.62
Etfis Ser Tr I Virtus Newfleet (NFLT) 0.2 $421k 18k 22.95
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $414k 1.7k 236.62
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $382k 2.1k 178.60
J P Morgan Exchange Traded F Income Etf (JPIE) 0.2 $374k 8.1k 46.05
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $360k 3.5k 102.16
Ishares Gold Tr Ishares New (IAU) 0.2 $357k 4.7k 75.51
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 0.2 $344k 6.8k 51.00
Servicenow (NOW) 0.2 $340k 3.4k 99.28
RBB Motley Fol Etf (TMFC) 0.1 $289k 3.8k 76.16
Blackrock Etf Trust Ii Isha Flex In Etf (BINC) 0.1 $267k 5.1k 52.34
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.1 $253k 3.0k 83.75
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.1 $248k 2.8k 90.10
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.1 $247k 1.4k 176.65
Verisign (VRSN) 0.1 $242k 963.00 251.56
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM) 0.1 $242k 4.8k 50.31
Vaneck Etf Trust Mrngstr Wde Moat (MOAT) 0.1 $230k 2.2k 103.96
Arista Networks Com Shs (ANET) 0.1 $227k 1.3k 169.88
McDonald's Corporation (MCD) 0.1 $226k 835.00 270.31
Ishares Tr Msci Usa Min Etf (USMV) 0.1 $214k 2.2k 96.46
Vanguard Whitehall Fds Intl High Etf (VYMI) 0.1 $212k 2.2k 98.20