Filer Name: CHOKSHI & QUEEN WEALTH ADVISORS, INC
CIK: 2057199
Period: 2024-12-31
Filed At: 2025-02-25
Number of Holdings: 48
Portfolio Value: $0.16B

Chokshi & Queen Wealth Advisors, Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 62,264 $37M 22.75% - -
QQQ US INVESCO QQQ TRUST SERIES 1 58,162 $30M 18.45% - -
AAPL US APPLE INC 89,690 $22M 13.94% - -
NVDA US NVIDIA CORP 83,564 $11M 6.96% - -
COST US COSTCO WHOLESALE CORP 11,062 $10M 6.29% - -
VHT US VANGUARD HEALTH CARE ETF 23,297 $6M 3.67% - -
AMZN US AMAZON.COM INC 17,803 $4M 2.42% - -
NOBL US PROSHARES S&P 500 DIVIDEND A 36,823 $4M 2.27% - -
V US VISA INC-CLASS A SHARES 11,533 $4M 2.26% - -
AVGO US BROADCOM INC 13,705 $3M 1.97% - -
IWV US ISHARES RUSSELL 3000 ETF 8,827 $3M 1.83% - -
IWR US ISHARES RUSSELL MID-CAP ETF 32,303 $3M 1.77% - -
MSFT US MICROSOFT CORP 5,916 $2M 1.55% - -
GOOG US ALPHABET INC-CL C 11,942 $2M 1.41% - -
META US META PLATFORMS INC-CLASS A 3,426 $2M 1.24% - -
TSLA US TESLA INC 4,324 $2M 1.08% - -
IDEV US ISHARES CORE MSCI DEV MKTS 25,678 $2M 1.03% - -
SPY US SPDR S&P 500 ETF TRUST 1,820 $1M 0.66% - -
GOOGL US ALPHABET INC-CL A 4,944 $1M 0.58% - -
VGT US VANGUARD INFO TECH ETF 1,303 $1M 0.50% - -
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