CQ
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Chokshi & Queen Wealth Advisors, Inc13F | |
Chokshi & Queen Wealth Advisors, Inc | |
Last update 2025-05-20 | 53 Stocks (4 new) |
Value $164.00 Mil | Turnover 4 % |
Chokshi & Queen Wealth Advisor... Top Holdings of 2025-03-31
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 62,355 | 35,037.5 | +0.15% | 21.370 | +0.03% | 0.010 | +23.58% | +6.63% | 619,462.7 | ||
QQQ | INVESCO QQQ Trust | 57,786 | 27,097.1 | -0.65% | 16.530 | -0.12% | 0.010 | +30.44% | +8.26% | 354,541.3 | ||
AAPL | Apple Inc | 89,902 | 19,969.9 | +0.24% | 12.180 | +0.03% | 0.000 | +15.85% | -15.96% | 3,135,776.7 | Hardware | |
COST | Costco Wholesale Corp | 11,139 | 10,535.4 | +0.70% | 6.430 | +0.04% | 0.000 | +9.40% | +8.55% | 440,009.1 | Retail - Defensive | |
SPY
PUT
| SPDR S&P 500 ETF Trust | 18,400 | 10,292.8 | 0% | 6.280 | 0% | 0.000 | +23.42% | +6.54% | 638,360.3 | ||
NVDA | NVIDIA Corp | 82,656 | 8,958.3 | -1.09% | 5.460 | -0.08% | 0.000 | +62.08% | +17.85% | 3,859,087.0 | Semiconductors | |
VHT | Vanguard Health Care ETF | 22,878 | 6,056.8 | -1.80% | 3.690 | -0.07% | 0.030 | +2.00% | -1.72% | 15,788.4 | ||
V | Visa Inc | 11,393 | 3,992.8 | -1.21% | 2.440 | -0.03% | 0.000 | +14.38% | +13.22% | 696,696.3 | Credit Services | |
AMZN | Amazon.com Inc | 20,103 | 3,824.8 | +12.92% | 2.330 | +0.27% | 0.000 | +27.51% | +1.86% | 2,372,436.3 | Retail - Cyclical | |
NOBL |
ProShares S&P 500 Dividend Aristocrats ETF
ProShares S&P 500 Dividend Aristocrats ETF
| 34,072 | 3,481.5 | -7.47% | 2.120 | -0.17% | 0.030 | +10.78% | +3.50% | 11,516.1 |
Chokshi & Queen Wealth Advisors, Inc's Historical Top Holdings Breakdowns
Chokshi & Queen Wealth Advisors, Inc's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
AVGO | Broadcom Inc | 2025-03-31 | Reduce Reduce | -1.51% | 167.43 ($211.65) 244.7 | $274.18 | 29.54% | Reduce -76.61% | 3,205 | -10,500 | |
TSLA | Tesla Inc | 2025-03-31 | Add Add | +1.07% | 222.15 ($333.26) 428.22 | $293.94 | -11.80% | Add 156.17% | 11,077 | 6,753 | |
COIN | Coinbase Global Inc | 2025-03-31 | Add Add | +0.99% | 172.23 ($242.13) 301.3 | $357.10 | 47.48% | Add 420.58% | 11,635 | 9,400 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.84% | 156.06 ($183.12) 207.71 | $177.56 | -3.04% | Reduce -59.48% | 4,839 | -7,103 | |
MSTR | Strategy | 2025-03-31 | New Buy New Buy | +0.69% | 239.27 ($317.51) 396.5 | $395.67 | 24.62% | New holding | 3,950 | 3,950 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.49% | 576.36 ($645.17) 736.67 | $718.35 | 11.34% | Reduce -39.4% | 2,076 | -1,350 | |
VRT | Vertiv Holdings Co | 2025-03-31 | New Buy New Buy | +0.30% | 72.2 ($106.44) 153.49 | $126.26 | 18.62% | New holding | 6,780 | 6,780 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.28% | 375.39 ($407.71) 447.2 | $497.72 | 22.08% | Reduce -17.83% | 4,861 | -1,055 | |
AMZN | Amazon.com Inc | 2025-03-31 | Add Add | +0.27% | 190.26 ($217) 242.06 | $223.47 | 2.98% | Add 12.92% | 20,103 | 2,300 | |
AMD | Advanced Micro Devices Inc | 2025-03-31 | Sold Out Sold Out | -0.19% | 96.63 ($111.19) 129.55 | $134.80 | 21.23% | Sold Out | 0 | -2,500 |
Chokshi & Queen Wealth Advisors, Inc Total Holding History ($B)
Chokshi & Queen Wealth Advisors, Inc's Asset Allocation
Chokshi & Queen Wealth Advisors, Inc Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Chokshi & Queen Wealth Advisors, Inc's Hypothetical Growth since 2025-03-31
Chokshi & Queen Wealth Advisors, Inc's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Chokshi & Queen Wealth Advisors, Inc's Holdings Heat Map
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Chokshi & Queen Wealth Advisors, Inc's Holdings Bubble Chart
Chokshi & Queen Wealth Advisors, Inc News
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