Institutions / Chokshi & Queen Wealth Advisors, Inc
Chokshi & Queen Wealth Advisors, Inc
CIK 2057199 · Institution · as of Dec 31, 2025
Portfolio value
$191.40M
Positions
46
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 46 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $46.46M | 24.3% |
| Invesco Qqq Tr | $37.83M | 19.8% |
| Apple Inc. | $24.87M | 13.0% |
| NVIDIA Corp | $11.27M | 5.9% |
| Costco Wholesale Corp /New | $9.39M | 4.9% |
| Vanguard World Fd | $6.14M | 3.2% |
| Meta Platforms Inc | $5.40M | 2.8% |
| Visa Inc | $4.32M | 2.3% |
| Amazon.com Inc | $3.90M | 2.0% |
| ProShares Tr | $3.32M | 1.7% |
| Broadcom Inc. | $3.28M | 1.7% |
| iShares Tr | $3.08M | 1.6% |
| Microsoft Corp | $2.60M | 1.4% |
| iShares Tr | $2.54M | 1.3% |
| Strategy Inc | $2.18M | 1.1% |
| Vertiv Holdings Co | $2.15M | 1.1% |
| Tesla Inc | $1.77M | 0.9% |
| Robinhood Markets, Inc. | $1.71M | 0.9% |
| Alphabet Inc. | $1.65M | 0.9% |
| Alphabet Inc. | $1.41M | 0.7% |
| SPDR Dow Jones Indl Average | $1.39M | 0.7% |
| Coinbase Global, Inc. | $1.25M | 0.7% |
| SPDR S&P 500 ETF Tr | $1.19M | 0.6% |
| Netflix Inc | $1.15M | 0.6% |
| Vanguard World Fd | $982.2K | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.