Chokshi & Queen Wealth Advisors, Inc Top Holdings and 13F Report (2025) About Chokshi & Queen Wealth Advisors, IncInvestment ActivityChokshi & Queen Wealth Advisors, Inc has $174.55 million in total holdings as of June 30, 2025.Chokshi & Queen Wealth Advisors, Inc owns shares of 54 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 6.00% of the portfolio was purchased this quarter.About 11.86% of the portfolio was sold this quarter.This quarter, Chokshi & Queen Wealth Advisors, Inc has purchased 51 new stocks and bought additional shares in 19 stocks.Chokshi & Queen Wealth Advisors, Inc sold shares of 12 stocks and completely divested from 2 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $40,408,358Invesco QQQ $33,054,202Apple $19,247,254Costco Wholesale $11,583,787NVIDIA $10,408,885 Largest New Holdings this Quarter 64110L106 - Netflix $812,852 Holding040413205 - ARISTA NETWORKS INC $375,887 Holding148929102 - CAVA Group $294,805 Holding79466L302 - Salesforce $272,690 Holding46137V100 - Invesco Aerospace & Defense ETF $234,072 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 2,725 shares (about $1.69M)Amazon.com 7,695 shares (about $1.69M)Invesco QQQ 2,134 shares (about $1.18M)Alphabet 4,601 shares (about $816.16K)Netflix 607 shares (about $812.85K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 18,400 shares (about $11.37M)NVIDIA 41,773 shares (about $6.60M)Coinbase Global 3,400 shares (about $1.19M)Broadcom 1,350 shares (about $372.13K)Vanguard FTSE All-World ex-US ETF 2,048 shares (about $137.67K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChokshi & Queen Wealth Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$40,408,358$1,691,960 ▲4.4%65,08023.1%ETFQQQInvesco QQQ$33,054,202$1,177,197 ▲3.7%59,92018.9%FinanceAAPLApple$19,247,254$802,012 ▲4.3%93,81111.0%Computer and TechnologyCOSTCostco Wholesale$11,583,787$557,313 ▲5.1%11,7026.6%Retail/WholesaleNVDANVIDIA$10,408,885$6,599,735 ▼-38.8%65,8836.0%Computer and TechnologyAMZNAmazon.com$6,098,604$1,688,206 ▲38.3%27,7983.5%Retail/WholesaleVHTVanguard Health Care ETF$5,752,902$71,275 ▲1.3%23,1653.3%ETFVVisa$4,300,721$255,636 ▲6.3%12,1132.5%Business ServicesTSLATesla$3,753,788$235,068 ▲6.7%11,8172.2%Auto/Tires/TrucksNOBLProShares S&P 500 Aristocrats ETF$3,301,450$129,601 ▼-3.8%32,7851.9%ETFIWViShares Russell 3000 ETF$3,130,218$56,511 ▲1.8%8,9181.8%ETFCOINCoinbase Global$2,886,285$1,191,666 ▼-29.2%8,2351.7%FinanceIWRiShares Russell Mid-Cap ETF$2,756,984$42,858 ▼-1.5%29,9771.6%ETFMSFTMicrosoft$2,388,065$29,845 ▼-1.2%4,8011.4%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$1,952,5550.0%25,6781.1%ETFMETAMeta Platforms$1,888,772$356,497 ▲23.3%2,5591.1%Computer and TechnologyGOOGAlphabet$1,674,544$816,163 ▲95.1%9,4401.0%Computer and TechnologyMSTRMicroStrategy$1,596,7090.0%3,9500.9%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,124,487$11,368,440 ▼-91.0%1,8200.6%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$1,106,913$294,795 ▲36.3%2,5120.6%FinanceGOOGLAlphabet$932,962$61,681 ▲7.1%5,2940.5%Computer and TechnologyBRK.BBerkshire Hathaway$889,445$170,505 ▲23.7%1,8310.5%FinanceVGTVanguard Information Technology ETF$864,2540.0%1,3030.5%ETFNFLXNetflix$812,852$812,852 ▲New Holding6070.5%Consumer DiscretionaryLLYEli Lilly and Company$807,264$70,129 ▲9.5%1,0360.5%MedicalMUMicron Technology$801,1250.0%6,5000.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$774,0490.0%15,6500.4%ETFVRTVertiv$757,619$113,001 ▼-13.0%5,9000.4%Computer and TechnologyDFASDimensional U.S. Small Cap ETF$731,9000.0%11,4880.4%ETFMELIMercadoLibre$729,203$94,091 ▲14.8%2790.4%Retail/WholesaleVOVanguard Mid-Cap ETF$686,1430.0%2,4520.4%ETFVVVanguard Large-Cap ETF$557,4760.0%1,9540.3%ETFAVGOBroadcom$511,331$372,128 ▼-42.1%1,8550.3%Computer and TechnologyDGRWWisdomTree U.S. Quality Dividend Growth Fund$430,5070.0%5,1410.2%ManufacturingDGSWisdomTree Emerging Markets SmallCap Dividend Fund$392,1490.0%7,0990.2%FinanceSCHDSchwab US Dividend Equity ETF$387,4300.0%14,6200.2%ETFARISTA NETWORKS INC$375,887$375,887 ▲New Holding3,6740.2%COM SHSVIGVanguard Dividend Appreciation ETF$374,955$4,298 ▼-1.1%1,8320.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$340,981$36,852 ▲12.1%2,5630.2%ETFUSFRWisdomTree Floating Rate Treasury Fund$323,499$110,583 ▼-25.5%6,4300.2%FinanceJMSTJPMorgan Ultra-Short Municipal ETF$309,441$8,555 ▼-2.7%6,0770.2%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$307,815$44,329 ▲16.8%12,3670.2%ETFCAVACAVA Group$294,805$294,805 ▲New Holding3,5000.2%Retail/WholesaleCRMSalesforce$272,690$272,690 ▲New Holding1,0000.2%Computer and TechnologyNFLTVirtus Newfleet Multi-Sector Bond ETF$272,0420.0%11,9160.2%ETFVRSNVeriSign$268,5840.0%9300.2%Computer and TechnologyJPMJPMorgan Chase & Co.$265,450$5,796 ▲2.2%9160.2%FinanceIAUiShares Gold Trust$250,1880.0%4,0120.1%FinanceMCDMcDonald's$240,7480.0%8240.1%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$240,6830.0%2,5640.1%ETFVEUVanguard FTSE All-World ex-US ETF$235,539$137,667 ▼-36.9%3,5040.1%ETFPPAInvesco Aerospace & Defense ETF$234,072$234,072 ▲New Holding1,6520.1%ETFHONHoneywell International$232,8800.0%1,0000.1%Multi-Sector ConglomeratesMOATVanEck Morningstar Wide Moat ETF$230,2540.0%2,4550.1%ETFIJRiShares Core S&P Small-Cap ETF$0$315,174 ▼-100.0%00.0%ETFVOEVanguard Mid-Cap Value ETF$0$278,216 ▼-100.0%00.0%ETFShowing 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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