Chokshi & Queen Wealth Advisors, Inc Top Holdings and 13F Report (2025) About Chokshi & Queen Wealth Advisors, IncInvestment ActivityChokshi & Queen Wealth Advisors, Inc has $161.14 million in total holdings as of December 31, 2024.Chokshi & Queen Wealth Advisors, Inc owns shares of 48 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $36,653,859Invesco QQQ $29,734,276Apple $22,460,141NVIDIA $11,221,828Costco Wholesale $10,135,939 Sector AllocationMap of 500 Largest Holdings ofChokshi & Queen Wealth Advisors, Inc Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$36,653,85962,26422.7%ETFQQQInvesco QQQ$29,734,27658,16218.5%FinanceAAPLApple$22,460,14189,69013.9%Computer and TechnologyNVDANVIDIA$11,221,82883,5647.0%Computer and TechnologyCOSTCostco Wholesale$10,135,93911,0626.3%Retail/WholesaleVHTVanguard Health Care ETF$5,910,15923,2973.7%ETFAMZNAmazon.com$3,905,80117,8032.4%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$3,665,73036,8232.3%ETFVVisa$3,644,88911,5332.3%Business ServicesAVGOBroadcom$3,177,36713,7052.0%Computer and TechnologyIWViShares Russell 3000 ETF$2,950,4258,8271.8%ETFIWRiShares Russell Mid-Cap ETF$2,855,58532,3031.8%ETFMSFTMicrosoft$2,493,5945,9161.5%Computer and TechnologyGOOGAlphabet$2,274,17911,9421.4%Computer and TechnologyMETAMeta Platforms$2,005,9573,4261.2%Computer and TechnologyTSLATesla$1,746,2044,3241.1%Auto/Tires/TrucksIDEViShares Core MSCI International Developed Markets ETF$1,655,46125,6781.0%ETFSPYSPDR S&P 500 ETF Trust$1,066,6651,8200.7%FinanceGOOGLAlphabet$935,8994,9440.6%Computer and TechnologyVGTVanguard Information Technology ETF$810,2051,3030.5%ETFDFASDimensional U.S. Small Cap ETF$747,63911,4880.5%ETFLLYEli Lilly and Company$741,3679600.5%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$699,0971,6430.4%FinanceVWOVanguard FTSE Emerging Markets ETF$689,22615,6500.4%ETFBRK.BBerkshire Hathaway$670,8541,4800.4%FinanceVOVanguard Mid-Cap ETF$647,6472,4520.4%ETFMUMicron Technology$631,2007,5000.4%Computer and TechnologyCOINCoinbase Global$554,9512,2350.3%FinanceVVVanguard Large-Cap ETF$526,9941,9540.3%ETFIJRiShares Core S&P Small-Cap ETF$492,3354,2730.3%ETFSCHDSchwab US Dividend Equity ETF$429,88015,7350.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$416,0615,1410.3%ManufacturingMELIMercadoLibre$382,5992250.2%Retail/WholesaleVIGVanguard Dividend Appreciation ETF$362,8731,8530.2%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$347,2837,0990.2%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$323,5646,4300.2%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$316,6846,2450.2%ETFVEUVanguard FTSE All-World ex-US ETF$306,6845,3420.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$306,2072,2620.2%ETFAMDAdvanced Micro Devices$301,9752,5000.2%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$280,3481,7330.2%ETFNFLTVirtus Newfleet Multi-Sector Bond ETF$267,51411,9160.2%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$258,18410,4740.2%ETFMCDMcDonald's$238,8698240.1%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$227,6582,5640.1%ETFMOATVanEck Morningstar Wide Moat ETF$227,6402,4550.1%ETFHONHoneywell International$225,8901,0000.1%Multi-Sector ConglomeratesJPMJPMorgan Chase & Co.$214,7058960.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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