CQ

Chokshi & Queen Wealth Advisors, Inc

13F
Chokshi & Queen Wealth Advisors, Inc
Last update 2025-05-20 53 Stocks (4 new)
Value $164.00 Mil Turnover 4 %
Countries:
Chokshi & Queen Wealth Advisor... Top Holdings of 2025-03-31 View Full List
Ticker
IVV
QQQ
AAPL
COST
SPY PUT
NVDA
VHT
V
AMZN
NOBL
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 View Full List
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)

To

Chokshi & Queen Wealth Advisors, Inc's Asset Allocation

To

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 %

Chokshi & Queen Wealth Advisors, Inc's Holdings Heat Map

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Chokshi & Queen Wealth Advisors, Inc's Holdings Bubble Chart

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