Chokshi & Queen Wealth Advisors, Inc Top Holdings and 13F Report (2025) About Chokshi & Queen Wealth Advisors, IncInvestment ActivityChokshi & Queen Wealth Advisors, Inc has $163.95 million in total holdings as of March 31, 2025.Chokshi & Queen Wealth Advisors, Inc owns shares of 51 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 11.73% of the portfolio was purchased this quarter.About 3.30% of the portfolio was sold this quarter.This quarter, Chokshi & Queen Wealth Advisors, Inc has purchased 48 new stocks and bought additional shares in 14 stocks.Chokshi & Queen Wealth Advisors, Inc sold shares of 14 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $35,037,479Invesco QQQ $27,097,118Apple $19,969,943NVIDIA $11,667,772SPDR S&P 500 ETF Trust $11,310,866 Largest New Holdings this Quarter 594972408 - Strategy $1,138,667 Holding92537N108 - Vertiv $489,516 Holding464285204 - iShares Gold Trust $236,548 Holding92343E102 - VeriSign $236,099 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 18,400 shares (about $10.29M)NVIDIA 24,092 shares (about $2.61M)Tesla 6,753 shares (about $1.75M)Coinbase Global 9,400 shares (about $1.62M)Strategy 3,950 shares (about $1.14M) Largest Sales this Quarter Broadcom 10,500 shares (about $1.76M)Alphabet 7,103 shares (about $1.11M)Meta Platforms 1,350 shares (about $778.09K)Microsoft 1,055 shares (about $396.04K)ProShares S&P 500 Aristocrats ETF 2,751 shares (about $281.10K) 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$35,037,479$51,133 ▲0.1%62,35521.4%ETFQQQInvesco QQQ$27,097,118$176,315 ▼-0.6%57,78616.5%FinanceAAPLApple$19,969,943$47,092 ▲0.2%89,90212.2%Computer and TechnologyNVDANVIDIA$11,667,772$2,611,094 ▲28.8%107,6567.1%Computer and TechnologySPYSPDR S&P 500 ETF Trust$11,310,866$10,292,776 ▲1,011.0%20,2206.9%FinanceCOSTCostco Wholesale$10,535,355$72,827 ▲0.7%11,1396.4%Retail/WholesaleVHTVanguard Health Care ETF$6,056,756$110,927 ▼-1.8%22,8783.7%ETFVVisa$3,992,791$49,064 ▼-1.2%11,3932.4%Business ServicesAMZNAmazon.com$3,824,797$437,598 ▲12.9%20,1032.3%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$3,481,477$281,097 ▼-7.5%34,0722.1%ETFTSLATesla$2,870,715$1,750,107 ▲156.2%11,0771.8%Auto/Tires/TrucksIWViShares Russell 3000 ETF$2,781,573$22,235 ▼-0.8%8,7571.7%ETFIWRiShares Russell Mid-Cap ETF$2,589,786$158,230 ▼-5.8%30,4431.6%ETFCOINCoinbase Global$2,003,896$1,618,962 ▲420.6%11,6351.2%FinanceMSFTMicrosoft$1,824,771$396,036 ▼-17.8%4,8611.1%Computer and TechnologyIDEViShares Core MSCI International Developed Markets ETF$1,768,9570.0%25,6781.1%ETFMETAMeta Platforms$1,196,523$778,086 ▼-39.4%2,0760.7%Computer and TechnologyMSTRStrategy$1,138,667$1,138,667 ▲New Holding3,9500.7%Computer and TechnologyBRK.BBerkshire Hathaway$788,2180.0%1,4800.5%FinanceLLYEli Lilly and Company$781,678$11,568 ▼-1.5%9460.5%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$773,839$83,976 ▲12.2%1,8430.5%FinanceGOOGLAlphabet$764,5400.0%4,9440.5%Computer and TechnologyGOOGAlphabet$756,045$1,109,772 ▼-59.5%4,8390.5%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$708,3190.0%15,6500.4%ETFVGTVanguard Information Technology ETF$706,7210.0%1,3030.4%ETFDFASDimensional U.S. Small Cap ETF$686,4080.0%11,4880.4%ETFVOVanguard Mid-Cap ETF$634,1360.0%2,4520.4%ETFMUMicron Technology$564,785$86,890 ▼-13.3%6,5000.3%Computer and TechnologyAVGOBroadcom$536,613$1,758,015 ▼-76.6%3,2050.3%Computer and TechnologyVVVanguard Large-Cap ETF$502,2370.0%1,9540.3%ETFVRTVertiv$489,516$489,516 ▲New Holding6,7800.3%Computer and TechnologyMELIMercadoLibre$474,061$35,116 ▲8.0%2430.3%Retail/WholesaleUSFRWisdomTree Floating Rate Treasury Fund$434,284$110,635 ▲34.2%8,6280.3%FinanceDGRWWisdomTree U.S. Quality Dividend Growth Fund$410,5600.0%5,1410.3%ManufacturingSCHDSchwab US Dividend Equity ETF$408,775$31,175 ▼-7.1%14,6200.2%ETFVIGVanguard Dividend Appreciation ETF$359,4630.0%1,8530.2%ETFDGSWisdomTree Emerging Markets SmallCap Dividend Fund$342,9530.0%7,0990.2%FinanceVEUVanguard FTSE All-World ex-US ETF$336,784$12,739 ▲3.9%5,5520.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$317,5580.0%6,2450.2%ETFIJRiShares Core S&P Small-Cap ETF$315,174$131,654 ▼-29.5%3,0140.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$284,607$2,988 ▲1.1%2,2860.2%ETFVOEVanguard Mid-Cap Value ETF$278,2160.0%1,7330.2%ETFNFLTVirtus Newfleet Multi-Sector Bond ETF$268,9440.0%11,9160.2%ETFUCONFirst Trust TCW Unconstrained Plus Bond ETF$262,004$2,772 ▲1.1%10,5860.2%ETFMCDMcDonald's$257,3930.0%8240.2%Retail/WholesaleUSMViShares MSCI USA Min Vol Factor ETF$240,1440.0%2,5640.1%ETFIAUiShares Gold Trust$236,548$236,548 ▲New Holding4,0120.1%FinanceVRSNVeriSign$236,099$236,099 ▲New Holding9300.1%Computer and TechnologyJPMJPMorgan Chase & Co.$219,9230.0%8960.1%FinanceMOATVanEck Morningstar Wide Moat ETF$216,0400.0%2,4550.1%ETFHONHoneywell International$211,7500.0%1,0000.1%Multi-Sector ConglomeratesAMDAdvanced Micro Devices$0$301,975 ▼-100.0%00.0%Computer and TechnologyShowing 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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