Chokshi & Queen Wealth Advisors, Inc Top Holdings and 13F Report (2026) About Chokshi & Queen Wealth Advisors, IncInvestment ActivityChokshi & Queen Wealth Advisors, Inc has $187.15 million in total holdings as of March 31, 2026.Chokshi & Queen Wealth Advisors, Inc owns shares of 64 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 5.31% of the portfolio was purchased this quarter.About 2.24% of the portfolio was sold this quarter.This quarter, Chokshi & Queen Wealth Advisors, Inc has purchased 46 new stocks and bought additional shares in 23 stocks.Chokshi & Queen Wealth Advisors, Inc sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings iShares Core S&P 500 ETF $45,002,933Invesco QQQ $35,996,681Apple $23,642,250Costco Wholesale $11,195,947NVIDIA $10,378,940 Largest New Holdings this Quarter 33740F888 - First Trust TCW Unconstrained Plus Bond ETF $483,065 Holding97717X669 - WisdomTree U.S. Quality Dividend Growth Fund $430,416 Holding26923G707 - Virtus Newfleet Multi-Sector Bond ETF $417,736 Holding464285204 - iShares Gold Trust $416,908 Holding921908844 - Vanguard Dividend Appreciation ETF $375,925 Holding Largest Purchases this Quarter iShares Core S&P 500 ETF 1,063 shares (about $694.36K)BITMINE IMMERSION TECNOLOGIE 31,200 shares (about $617.14K)First Trust TCW Unconstrained Plus Bond ETF 19,502 shares (about $483.07K)Invesco QQQ 777 shares (about $448.47K)Strategy 3,475 shares (about $433.68K) Largest Sales this Quarter Vertiv 12,050 shares (about $3.02M)Meta Platforms 521 shares (about $298.08K)Broadcom 605 shares (about $187.25K)NVIDIA 901 shares (about $157.14K)Vanguard Health Care ETF 403 shares (about $109.75K) 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$45,002,933$694,363 â–²1.6%68,89524.0%ETFQQQInvesco QQQ$35,996,681$448,472 â–²1.3%62,36619.2%FinanceAAPLApple$23,642,250$421,549 â–²1.8%93,15612.6%Computer and TechnologyCOSTCostco Wholesale$11,195,947$344,767 â–²3.2%11,2366.0%Retail/WholesaleNVDANVIDIA$10,378,940$157,135 â–¼-1.5%59,5125.5%Computer and TechnologyVHTVanguard Health Care ETF$5,695,813$109,750 â–¼-1.9%20,9153.0%ETFMETAMeta Platforms$4,384,804$298,080 â–¼-6.4%7,6642.3%Computer and TechnologyVVisa$3,809,131$83,116 â–²2.2%12,6032.0%Business ServicesAMZNAmazon.com$3,687,213$170,157 â–²4.8%17,7042.0%Retail/WholesaleNOBLProShares S&P 500 Aristocrats ETF$3,326,700$53,747 â–¼-1.6%31,3811.8%ETFIWViShares Russell 3000 ETF$2,960,250$7,414 â–²0.3%7,9861.6%ETFAVGOBroadcom$2,749,377$187,254 â–¼-6.4%8,8831.5%Computer and TechnologyIWRiShares Russell Mid-Cap ETF$2,574,554$10,501 â–²0.4%26,4791.4%ETFMSTRStrategy$2,224,560$433,680 â–²24.2%17,8251.2%Computer and TechnologyMSFTMicrosoft$2,032,974$46,271 â–²2.3%5,4921.1%Computer and TechnologyGOOGLAlphabet$1,517,454$3,738 â–²0.2%5,2770.8%Computer and TechnologyGOOGAlphabet$1,515,773$224,038 â–²17.3%5,2840.8%Computer and TechnologyTSLATesla$1,472,502$8,550 â–²0.6%3,9610.8%Auto/Tires/TrucksDIASPDR Dow Jones Industrial Average ETF Trust$1,291,374$51,877 â–¼-3.9%2,7880.7%FinanceHOODRobinhood Markets$1,273,180$223,978 â–²21.3%18,3720.7%FinanceNFLXNetflix$1,246,104$68,267 â–²5.8%12,9600.7%Consumer DiscretionarySPYSPDR S&P 500 ETF Trust$1,214,185$74,789 â–²6.6%1,8670.6%FinanceCOINCoinbase Global$1,067,740$100,401 â–²10.4%6,1150.6%FinanceVGTVanguard Information Technology ETF$909,1290.0%1,3030.5%ETFBRK.BBerkshire Hathaway$894,187$143,760 â–²19.2%1,8660.5%FinanceBITMINE IMMERSION TECNOLOGIE$884,166$617,136 â–²231.1%44,7000.5%COM NEWVWOVanguard FTSE Emerging Markets ETF$849,8280.0%15,7230.5%ETFDFASDimensional U.S. Small Cap ETF$817,1410.0%11,4880.4%ETFPALANTIR TECHNOLOGIES INC$720,868$30,280 â–²4.4%4,9280.4%CL AVOVanguard Mid-Cap ETF$704,1650.0%2,4520.4%ETFLLYEli Lilly and Company$703,624$116,811 â–²19.9%7650.4%MedicalVVVanguard Large-Cap ETF$537,930$151,517 â–²39.2%1,8000.3%ETFARISTA NETWORKS INC$524,762$49,112 â–¼-8.6%4,2740.3%COM SHSUCONFirst Trust TCW Unconstrained Plus Bond ETF$483,065$483,065 â–²New Holding19,5020.3%ETFSCHDSchwab US Dividend Equity ETF$477,2270.0%15,5550.3%ETFMELIMercadoLibre$458,1900.0%2650.2%Retail/WholesaleDGRWWisdomTree U.S. Quality Dividend Growth Fund$430,416$430,416 â–²New Holding4,9000.2%ManufacturingDGSWisdomTree Emerging Markets SmallCap Dividend Fund$426,6500.0%7,0990.2%FinanceNFLTVirtus Newfleet Multi-Sector Bond ETF$417,736$417,736 â–²New Holding18,3620.2%ETFIAUiShares Gold Trust$416,908$416,908 â–²New Holding4,7290.2%FinanceVIGVanguard Dividend Appreciation ETF$375,925$375,925 â–²New Holding1,7480.2%ETFNOWServiceNow$374,812$36,593 â–¼-8.9%3,5850.2%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$364,798$364,798 â–²New Holding3,5270.2%ETFJMSTJPMorgan Ultra-Short Municipal ETF$344,166$344,166 â–²New Holding6,7510.2%ETFIJTiShares S&P Small-Cap 600 Growth ETF$313,731$27,061 â–¼-7.9%2,1680.2%ETFVRTVertiv$313,225$3,019,489 â–¼-90.6%1,2500.2%Computer and TechnologyJPMJPMorgan Chase & Co.$280,434$4,708 â–²1.7%9530.1%FinanceCRMSalesforce$280,0050.0%1,5000.1%Computer and TechnologyBINCiShares Flexible Income Active ETF$264,843$264,843 â–²New Holding5,1000.1%ETFFLEXFlex$261,8400.0%4,0000.1%Computer and TechnologyMCDMcDonald's$259,5100.0%8350.1%Retail/WholesaleTMFCMotley Fool 100 Index ETF$257,283$257,283 â–²New Holding3,9000.1%ETFPPAInvesco Aerospace & Defense ETF$253,024$253,024 â–²New Holding1,5270.1%ETFMORGAN STANLEY ETF TRUST$240,209$240,209 â–²New Holding4,7860.1%EATON VANCE SHRTUSMViShares MSCI USA Min Vol Factor ETF$237,785$237,785 â–²New Holding2,5640.1%ETFMOATVanEck Morningstar Wide Moat ETF$234,207$234,207 â–²New Holding2,4220.1%ETFVRSNVeriSign$230,9750.0%9300.1%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$229,431$229,431 â–²New Holding3,0550.1%ETFJPIEJPMorgan Income ETF$228,231$228,231 â–²New Holding4,9540.1%ETFHONHoneywell International$226,030$226,030 â–²New Holding1,0000.1%Multi-Sector ConglomeratesSPHQInvesco S&P 500 Quality ETF$213,615$213,615 â–²New Holding2,8410.1%ETFVYMIVanguard International High Dividend Yield ETF$208,365$208,365 â–²New Holding2,2110.1%ETFFALCONS BEYOND GLOBAL INC$152,4770.0%10,8140.1%COM CL AMARAMarathon Digital$89,189$89,189 â–²New Holding10,9300.0%FinanceSOFISoFi Technologies$0$201,586 â–¼-100.0%00.0%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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