StockDriftsStockDriftsTop 50 Chokshi & Queen Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.67% | 71.1K | $53.3M | +3.23%(+2.23K) | $590.78(+32.28%) | 2026-06-30 | |
| QQQ | INVESCO QQQ TR | 22.19% | 65.1K | $47.9M | +4.33%(+2.70K) | $509.65(+43.64%) | 2026-06-30 | |
| AAPL | APPLE INC | 12.74% | 95.1K | $27.5M | +2.09%(+1.95K) | $232.89(+31.08%) | 2026-06-30 | |
| NVDA | NVIDIA CORPORATION | 5.39% | 58.1K | $11.6M | -2.29%(-1.36K) | $136.18(+65.44%) | 2026-06-30 | |
| COST | COSTCO WHOLESALE CORPORATION | 4.98% | 11.5K | $10.7M | +2.22%(+249) | $906.49(+6.11%) | 2026-06-30 | |
| VHT | VANGUARD WORLD FD | 2.99% | 21.6K | $6.5M | +3.20%(+669) | $268.25(+17.88%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.03% | 18.4K | $4.4M | +3.67%(+650) | $205.81(+28.83%) | 2026-06-30 | |
| V | VISA INC | 1.97% | 12.4K | $4.2M | -1.82%(-229) | $300.18(+21.74%) | 2026-06-30 | |
| NOBL | PROSHARES TR | 1.75% | 67.3K | $3.8M | +7.28%(+4.57K) | $51.75(+13.08%) | 2026-06-30 | |
| META | META PLATFORMS INC | 1.7% | 6.5K | $3.7M | -15.16%(-1.16K) | $679.69(-12.46%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +24.95% |
| Top 20 Holdings Unweighted | — | — | — | — | +15.69% |
Chokshi & Queen Wealth Advisors INC reports $215.93M in US-listed equity holdings across 60 positions in its most recent 13F filing. Its largest disclosed positions are IVV (24.7%), QQQ (22.2%) and AAPL (12.7%). The top 20 holdings account for 89.95% of reported assets. Its disclosed equity book has returned +24.95% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Chokshi & Queen Wealth Advisors INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2057199). View Chokshi & Queen Wealth Advisors INC’s 13F filings on SEC