Top 50 Chokshi & Queen Wealth Advisors INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 24.05% | 68.9K | $45.0M | +1.57%(+1.06K) | $587.51(+26.37%) | 2026-03-31 | |
| QQQ | INVESCO QQQ TR | 19.23% | 62.4K | $36.0M | +1.26%(+777) | $503.69(+40.75%) | 2026-03-31 | |
| AAPL | APPLE INC | 12.63% | 93.2K | $23.6M | +1.82%(+1.66K) | $232.15(+29.33%) | 2026-03-31 | |
| COST | COSTCO WHOLESALE CORPORATION | 5.98% | 11.2K | $11.2M | +3.18%(+346) | $905.17(+15.88%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 5.55% | 59.5K | $10.4M | -1.49%(-901) | $136.18(+65.45%) | 2026-03-31 | |
| VHT | VANGUARD WORLD FD | 3.04% | 20.9K | $5.7M | -1.89%(-403) | $267.79(+1.06%) | 2026-03-31 | |
| META | META PLATFORMS INC | 2.34% | 7.7K | $4.4M | -6.37%(-521) | $679.69(-9.63%) | 2026-03-31 | |
| V | VISA INC | 2.04% | 12.6K | $3.8M | +2.23%(+275) | $300.18(+8.52%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 1.97% | 17.7K | $3.7M | +4.84%(+817) | $205.30(+28.66%) | 2026-03-31 | |
| NOBL | PROSHARES TR | 1.78% | 31.4K | $3.3M | -1.59%(-507) | $103.13(+2.36%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +6.95% | +22.35% |
| Top 20 Holdings Unweighted | +2.40% | +7.39% |
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