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The Analysis of Chokshi & Queen Wealth Advisors, Inc's Holdings & P&L

Currently, Chokshi & Queen Wealth Advisors, Inc holds 64 types of securities in its portfolio with a total value $187.2M. In the most recent quarter, they have increased their positions in IVV (+1.1K shares, valued at $694.4K), N/A (+31.2K shares, valued at $617.1K), UCON (+19.5K shares, valued at $483.1K); decreased their positions in VRT (-12.1K shares, valued at $3.0M), META (-521 shares, valued at $298.1K), N/A (-605 shares, valued at $187.3K); initiated new positions in UCON (+19.5K shares, valued at $483.1K), DGRW (+4.9K shares, valued at $430.4K), NFLT (+18.4K shares, valued at $417.7K).

1M P&L

+7.7M+4.97%

3M P&L

+4.0M+2.55%

HY P&L

+5.5M+3.50%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A69.0M

47.5%

2Consumer Electronics24.9M

17.1%

3Semiconductors11.3M

7.7%

Top Industries by Stock Count

1N/A15 stocks

38.5%

2Software - Infrastructure3 stocks

7.7%

3Software - Application3 stocks

7.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR68.9K shares1.57%2026-03-312026-05-18

INVESCO QQQ TR INVESCO QQQ TR62.4K shares1.26%2026-03-312026-05-18

AAPL APPLE INC93.2K shares1.82%2026-03-312026-05-18

COST COSTCO WHOLESALE CORPORATION11.2K shares3.18%2026-03-312026-05-18

NVDA NVIDIA CORPORATION59.5K shares-1.49%2026-03-312026-05-18

VHT VANGUARD WORLD FD20.9K shares-1.89%2026-03-312026-05-18

META META PLATFORMS INC7.7K shares-6.37%2026-03-312026-05-18

V VISA INC12.6K shares2.23%2026-03-312026-05-18

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AMZN AMAZON COM INC17.7K shares4.84%2026-03-312026-05-18

NOBL PROSHARES TR31.4K shares-1.59%2026-03-312026-05-18

IWV ISHARES TR8.0K shares0.25%2026-03-312026-05-18

BROADCOM INC BROADCOM INC8.9K shares-6.38%2026-03-312026-05-18

IWR ISHARES TR26.5K shares0.41%2026-03-312026-05-18

MSTR STRATEGY INC17.8K shares24.22%2026-03-312026-05-18

MSFT MICROSOFT CORP5.5K shares2.33%2026-03-312026-05-18

ALPHABET INC ALPHABET INC5.3K shares0.25%2026-03-312026-05-18

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ALPHABET INC ALPHABET INC5.3K shares17.34%2026-03-312026-05-18

TSLA TESLA INC4.0K shares0.58%2026-03-312026-05-18

DIA STATE STR SPDR DOW JONES IND2.8K shares-3.86%2026-03-312026-05-18

HOOD ROBINHOOD MKTS INC18.4K shares21.35%2026-03-312026-05-18

NFLX NETFLIX INC.13.0K shares5.80%2026-03-312026-05-18

SPY STATE STR SPDR S&P 500 ETF T1.9K shares6.56%2026-03-312026-05-18

COIN COINBASE GLOBAL INC6.1K shares10.38%2026-03-312026-05-18

VGT VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-05-18

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares19.16%2026-03-312026-05-18

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE44.7K shares231.11%2026-03-312026-05-18

VWO VANGUARD INTL EQUITY INDEX F15.7K shares0.00%2026-03-312026-05-18

DFAS DIMENSIONAL ETF TRUST11.5K shares0.00%2026-03-312026-05-18

PLTR PALANTIR TECHNOLOGIES INC4.9K shares4.38%2026-03-312026-05-18

VO VANGUARD INDEX FDS2.5K shares0.00%2026-03-312026-05-18

LLY ELI LILLY & CO765 shares19.91%2026-03-312026-05-18

VV VANGUARD INDEX FDS1.8K shares39.21%2026-03-312026-05-18

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ARISTA NETWORKS INC ARISTA NETWORKS INC4.3K shares-8.56%2026-03-312026-05-18

UCON FIRST TR EXCHNG TRADED FD VI19.5K sharesnew addition2026-03-312026-05-18

SCHD SCHWAB STRATEGIC TR15.6K shares0.00%2026-03-312026-05-18

MELI MERCADOLIBRE INC265 shares0.00%2026-03-312026-05-18

DGRW WISDOMTREE TR4.9K sharesnew addition2026-03-312026-05-18

DGS WISDOMTREE TR7.1K shares0.00%2026-03-312026-05-18

NFLT ETFIS SER TR I18.4K sharesnew addition2026-03-312026-05-18

ISHARES GOLD TR ISHARES GOLD TR4.7K sharesnew addition2026-03-312026-05-18

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VIG VANGUARD SPECIALIZED FUNDS1.7K sharesnew addition2026-03-312026-05-18

NOW SERVICENOW INC3.6K shares-8.89%2026-03-312026-05-18

STIP ISHARES TR3.5K sharesnew addition2026-03-312026-05-18

JMST J P MORGAN EXCHANGE TRADED F6.8K sharesnew addition2026-03-312026-05-18

IJT ISHARES TR2.2K shares-7.94%2026-03-312026-05-18

VRT VERTIV HOLDINGS CO1.3K shares-90.60%2026-03-312026-05-18

JPM JPMORGAN CHASE & CO953 shares1.71%2026-03-312026-05-18

CRM SALESFORCE INC1.5K shares0.00%2026-03-312026-05-18

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BINC BLACKROCK ETF TRUST II5.1K sharesnew addition2026-03-312026-05-18

FLEX FLEXTRONICS INTL LTD4.0K shares0.00%2026-03-312026-05-18

MCD MCDONALDS CORP835 shares0.00%2026-03-312026-05-18

TMFC RBB FD INC3.9K sharesnew addition2026-03-312026-05-18

PPA INVESCO EXCHANGE TRADED FD T1.5K sharesnew addition2026-03-312026-05-18

EVSM MORGAN STANLEY ETF TRUST4.8K sharesnew addition2026-03-312026-05-18

USMV ISHARES TR2.6K sharesnew addition2026-03-312026-05-18

MOAT VANECK ETF TRUST2.4K sharesnew addition2026-03-312026-05-18

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VRSN VERISIGN INC930 shares0.00%2026-03-312026-05-18

VEU VANGUARD INTL EQUITY INDEX F3.1K sharesnew addition2026-03-312026-05-18

JPIE J P MORGAN EXCHANGE TRADED F5.0K sharesnew addition2026-03-312026-05-18

HON HONEYWELL INTL INC1.0K sharesnew addition2026-03-312026-05-18

SPHQ INVESCO EXCHANGE TRADED FD T2.8K sharesnew addition2026-03-312026-05-18

VYMI VANGUARD WHITEHALL FDS2.2K sharesnew addition2026-03-312026-05-18

FBYD FALCONS BEYOND GLOBAL INC10.8K shares0.00%2026-03-312026-05-18

MARA MARA HOLDINGS INC10.9K sharesnew addition2026-03-312026-05-18

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IVV

ISHARES TR

1.57%

Shares68.9K

Event2026-03-31

Filed2026-05-18

INVESCO QQQ TR

1.26%

Shares62.4K

Event2026-03-31

Filed2026-05-18

AAPL

APPLE INC

1.82%

Shares93.2K

Event2026-03-31

Filed2026-05-18

COST

COSTCO WHOLESALE CORPORATION

3.18%

Shares11.2K

Event2026-03-31

Filed2026-05-18

NVDA

NVIDIA CORPORATION

-1.49%

Shares59.5K

Event2026-03-31

Filed2026-05-18

VHT

VANGUARD WORLD FD

-1.89%

Shares20.9K

Event2026-03-31

Filed2026-05-18