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Chokshi & Queen Wealth Advisors INC

Portfolio Manager
Chokshi & Queen Wealth Advisors INC
Performance
-5.76% (2026 Q1)
AUM (13F)
$187.15M
# of Holdings
64
Performance Rank
Allocation (Top 20)
89.1%

Chokshi & Queen Wealth Advisors INC Holdings Map

Top 50 Chokshi & Queen Wealth Advisors INC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
IVV
ISHARES TR
24.05%68.9K$45.0M
+1.57%(+1.06K)
2025-Q1: 62.4K shares2025-Q2: 65.1K shares2025-Q3: 66.4K shares2025-Q4: 67.8K shares2026-Q1: 68.9K shares
$587.51(+26.37%)
2026-03-31
QQQ
INVESCO QQQ TR
19.23%62.4K$36.0M
+1.26%(+777)
2025-Q1: 57.8K shares2025-Q2: 59.9K shares2025-Q3: 60.7K shares2025-Q4: 61.6K shares2026-Q1: 62.4K shares
$503.69(+40.75%)
2026-03-31
AAPL
APPLE INC
12.63%93.2K$23.6M
+1.82%(+1.66K)
2025-Q1: 89.9K shares2025-Q2: 93.8K shares2025-Q3: 91.7K shares2025-Q4: 91.5K shares2026-Q1: 93.2K shares
$232.15(+29.33%)
2026-03-31
COST
COSTCO WHOLESALE CORPORATION
5.98%11.2K$11.2M
+3.18%(+346)
2025-Q1: 11.1K shares2025-Q2: 11.7K shares2025-Q3: 11.5K shares2025-Q4: 10.9K shares2026-Q1: 11.2K shares
$905.17(+15.88%)
2026-03-31
NVDA
NVIDIA CORPORATION
5.55%59.5K$10.4M
-1.49%(-901)
2025-Q1: 82.7K shares2025-Q2: 65.9K shares2025-Q3: 51.8K shares2025-Q4: 60.4K shares2026-Q1: 59.5K shares
$136.18(+65.45%)
2026-03-31
VHT
VANGUARD WORLD FD
3.04%20.9K$5.7M
-1.89%(-403)
2025-Q1: 22.9K shares2025-Q2: 23.2K shares2025-Q3: 21.7K shares2025-Q4: 21.3K shares2026-Q1: 20.9K shares
$267.79(+1.06%)
2026-03-31
META
META PLATFORMS INC
2.34%7.7K$4.4M
-6.37%(-521)
2025-Q1: 2.1K shares2025-Q2: 2.6K shares2025-Q3: 5.7K shares2025-Q4: 8.2K shares2026-Q1: 7.7K shares
$679.69(-9.63%)
2026-03-31
V
VISA INC
2.04%12.6K$3.8M
+2.23%(+275)
2025-Q1: 11.4K shares2025-Q2: 12.1K shares2025-Q3: 12.3K shares2025-Q4: 12.3K shares2026-Q1: 12.6K shares
$300.18(+8.52%)
2026-03-31
AMZN
AMAZON COM INC
1.97%17.7K$3.7M
+4.84%(+817)
2025-Q1: 20.1K shares2025-Q2: 27.8K shares2025-Q3: 29.1K shares2025-Q4: 16.9K shares2026-Q1: 17.7K shares
$205.30(+28.66%)
2026-03-31
NOBL
PROSHARES TR
1.78%31.4K$3.3M
-1.59%(-507)
2025-Q1: 34.1K shares2025-Q2: 32.8K shares2025-Q3: 33.3K shares2025-Q4: 31.9K shares2026-Q1: 31.4K shares
$103.13(+2.36%)
2026-03-31

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