The Analysis of Chokshi & Queen Wealth Advisors, Inc's Holdings
Currently, Chokshi & Queen Wealth Advisors, Inc holds 61 types of securities in its portfolio with a total value $188.9M. In the most recent quarter, they have increased their positions in META (+3.1K shares, valued at $2.3M), AVGO (+3.7K shares, valued at $1.2M), PLTR (+5.0K shares, valued at $914.5K); decreased their positions in NVDA (-14.0K shares, valued at $2.6M), TSLA (-5.0K shares, valued at $2.2M), COIN (-4.2K shares, valued at $1.4M); initiated new positions in PLTR (+5.0K shares, valued at $914.5K), HOOD (+3.5K shares, valued at $501.1K), STIP (+3.5K shares, valued at $364.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR66.4K shares1.98%2025-09-302025-10-23
QQQ INVESCO QQQ TR60.7K shares1.34%2025-09-302025-10-23 AAPL APPLE INC91.7K shares-2.28%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW11.5K shares-2.04%2025-09-302025-10-23 NVDA NVIDIA CORPORATION51.8K shares-21.30%2025-09-302025-10-23 AMZN AMAZON COM INC29.1K shares4.71%2025-09-302025-10-23 VHT VANGUARD WORLD FD21.7K shares-6.52%2025-09-302025-10-23 V VISA INC12.3K shares1.90%2025-09-302025-10-23 META META PLATFORMS INC5.7K shares121.38%2025-09-302025-10-23 NOBL PROSHARES TR33.3K shares1.70%2025-09-302025-10-23 IWV ISHARES TR8.3K shares-6.94%2025-09-302025-10-23 TSLA TESLA INC6.8K shares-42.31%2025-09-302025-10-23 IWR ISHARES TR28.2K shares-5.78%2025-09-302025-10-23 MSFT MICROSOFT CORP4.9K shares1.23%2025-09-302025-10-23 IDEV ISHARES TR25.7K shares0.00%2025-09-302025-10-23 AVGO BROADCOM INC5.5K shares198.92%2025-09-302025-10-23 MSTR STRATEGY INC5.2K shares30.38%2025-09-302025-10-23 COIN COINBASE GLOBAL INC4.0K shares-51.00%2025-09-302025-10-23 DIA SPDR DOW JONES INDL AVERAGE2.9K shares14.97%2025-09-302025-10-23 GOOGL ALPHABET INC5.3K shares0.57%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR1.8K shares0.00%2025-09-302025-10-23 GOOG ALPHABET INC4.8K shares-49.58%2025-09-302025-10-23 VGT VANGUARD WORLD FD1.3K shares0.00%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL1.8K shares0.00%2025-09-302025-10-23 PLTR PALANTIR TECHNOLOGIES INC5.0K sharesnew addition2025-09-302025-10-23 VWO VANGUARD INTL EQUITY INDEX F16.1K shares2.91%2025-09-302025-10-23 NFLX NETFLIX INC711 shares17.13%2025-09-302025-10-23 VRT VERTIV HOLDINGS CO5.5K shares-6.78%2025-09-302025-10-23 DFAS DIMENSIONAL ETF TRUST11.5K shares0.00%2025-09-302025-10-23 VO VANGUARD INDEX FDS2.5K shares0.00%2025-09-302025-10-23 MELI MERCADOLIBRE INC280 shares0.36%2025-09-302025-10-23 VV VANGUARD INDEX FDS1.9K shares-0.67%2025-09-302025-10-23 HOOD ROBINHOOD MKTS INC3.5K sharesnew addition2025-09-302025-10-23 LLY ELI LILLY & CO638 shares-38.42%2025-09-302025-10-23 DGRW WISDOMTREE TR5.4K shares4.20%2025-09-302025-10-23 UCON FIRST TR EXCHNG TRADED FD VI18.5K shares49.37%2025-09-302025-10-23 ANET ARISTA NETWORKS INC3.2K shares-13.61%2025-09-302025-10-23 DGS WISDOMTREE TR7.1K shares0.00%2025-09-302025-10-23 IJT ISHARES TR2.9K shares11.31%2025-09-302025-10-23 SCHD SCHWAB STRATEGIC TR14.6K shares0.00%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.00%2025-09-302025-10-23 STIP ISHARES TR3.5K sharesnew addition2025-09-302025-10-23 NFLT ETFIS SER TR I15.4K shares29.64%2025-09-302025-10-23 JMST J P MORGAN EXCHANGE TRADED F6.6K shares8.67%2025-09-302025-10-23 IAU ISHARES GOLD TR4.5K shares11.59%2025-09-302025-10-23 JPM JPMORGAN CHASE & CO.936 shares2.18%2025-09-302025-10-23 USFR WISDOMTREE TR5.7K shares-11.71%2025-09-302025-10-23 VRSN VERISIGN INC930 shares0.00%2025-09-302025-10-23 TMFC RBB FD INC3.6K sharesnew addition2025-09-302025-10-23 PPA INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2025-09-302025-10-23 MCD MCDONALDS CORP835 shares1.33%2025-09-302025-10-23 VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.03%2025-09-302025-10-23 USMV ISHARES TR2.6K shares0.00%2025-09-302025-10-23 MOAT VANECK ETF TRUST2.5K shares0.00%2025-09-302025-10-23 FLEX FLEX LTD4.0K sharesnew addition2025-09-302025-10-23 BINC BLACKROCK ETF TRUST II4.3K sharesnew addition2025-09-302025-10-23 HON HONEYWELL INTL INC1.0K shares0.00%2025-09-302025-10-23 SPHQ INVESCO EXCHANGE TRADED FD T2.8K sharesnew addition2025-09-302025-10-23 VONG VANGUARD SCOTTSDALE FDS1.7K sharesnew addition2025-09-302025-10-23 EVSM MORGAN STANLEY ETF TRUST4.0K sharesnew addition2025-09-302025-10-23 MSTU ETF OPPORTUNITIES TRUST23.0K sharesnew addition2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available