Chokshi & Queen Wealth Advisors, Inc
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 25, 2025), Chokshi & Queen Wealth Advisors, Inc reported 48 stock positions worth $161.1 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 22.7% of the portfolio, followed by Invesco QQQ Trust Series 1 (QQQ, 18.5%) and Apple (AAPL, 13.9%).
- Most Recent 13F
- Q2 2026
- Location
- San Diego, CA
- CIK
- 0002057199
- Portfolio Value
- $161.1M (Q4 2024)
- SEC Filing
- 0001172661-25-001339 ↗ filed Feb 25, 2025
Holdings Value
Holdings 48 stocks · $161.1M
| IVV iShares Core S&P 500 ETF | 22.75% | 62,264 | $36.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 18.45% | 58,162 | $29.7M | — |
| AAPL Apple Inc. | 13.94% | 89,690 | $22.5M | — |
| NVDA Nvidia Corp. | 6.96% | 83,564 | $11.2M | — |
| COST Costco Wholesale Corp. | 6.29% | 11,062 | $10.1M | — |
| VHT Vanguard Health Care ETF | 3.67% | 23,297 | $5.9M | — |
| AMZN Amazon.com Inc. | 2.42% | 17,803 | $3.9M | — |
| NOBL Proshares S&P 500 Dividend A | 2.27% | 36,823 | $3.7M | — |
| V Visa Inc. Class A | 2.26% | 11,533 | $3.6M | — |
| AVGO Broadcom Inc. | 1.97% | 13,705 | $3.2M | — |
| IWV iShares Russell 3000 ETF | 1.83% | 8,827 | $3.0M | — |
| IWR iShares Russell Mid-Cap ETF | 1.77% | 32,303 | $2.9M | — |
| MSFT Microsoft Corp. | 1.55% | 5,916 | $2.5M | — |
| GOOG Alphabet Inc. Class C | 1.41% | 11,942 | $2.3M | — |
| META Meta Platforms Inc. Class A | 1.24% | 3,426 | $2.0M | — |
| TSLA Tesla Inc. | 1.08% | 4,324 | $1.7M | — |
| IDEV iShares Core MSCI Dev MKTS | 1.03% | 25,678 | $1.7M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.66% | 1,820 | $1.1M | — |
| GOOGL Alphabet Inc. Class A | 0.58% | 4,944 | $936K | — |
| VGT Vanguard Info Tech ETF | 0.50% | 1,303 | $810K | — |
| DFAS Dimensional US Small Cap ETF | 0.46% | 11,488 | $748K | — |
| LLY Eli Lilly & Co. | 0.46% | 960 | $741K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.43% | 1,643 | $699K | — |
| VWO Vanguard Ftse Emerging Marke | 0.43% | 15,650 | $689K | — |
| BRK.B Berkshire Hathaway Inc. Class B | 0.42% | 1,480 | $671K | — |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.40% | 2,452 | $648K | — |
| MU Micron Technology Inc. | 0.39% | 7,500 | $631K | — |
| COIN Coinbase Global Inc. Class A | 0.34% | 2,235 | $555K | — |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.33% | 1,954 | $527K | — |
| IJR iShares Core S&P Small-Cap E | 0.31% | 4,273 | $492K | — |
| SCHD Schwab US DVD Equity ETF | 0.27% | 15,735 | $430K | — |
| DGRW Wisdomtree U.S. Quality Divi | 0.26% | 5,141 | $416K | — |
| MELI MercadoLibre Inc. | 0.24% | 225 | $383K | — |
| VIG Vanguard Dividend Apprec ETF | 0.23% | 1,853 | $363K | — |
| DGS Wisdomtree Em Small Cap | 0.22% | 7,099 | $347K | — |
| USFR Wisdomtree Floating Rate Tre | 0.20% | 6,430 | $324K | — |
| JMST JPM Ultra-Short Muni Income filed as J P MORGAN EXCHANGE TRADED F | 0.20% | 6,245 | $317K | — |
| VEU Vanguard Ftse All-World Ex-U | 0.19% | 5,342 | $307K | — |
| IJT iShares S&P Small-Cap 600 GR | 0.19% | 2,262 | $306K | — |
| AMD Advanced Micro Devices | 0.19% | 2,500 | $302K | — |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.17% | 1,733 | $280K | — |
| NFLT Virtus Newfleet Multi-Sector | 0.17% | 11,916 | $268K | — |
| UCON First Trust Smith Unconstrai | 0.16% | 10,474 | $258K | — |
| MCD McDonald's Corp. | 0.15% | 824 | $239K | — |
| USMV iShares MSCI USA Min Vol Fac | 0.14% | 2,564 | $228K | — |
| MOAT Vaneck Morningstar Wide Moat | 0.14% | 2,455 | $228K | — |
| HON Honeywell International Inc. | 0.14% | 1,000 | $226K | — |
| JPM JPMorgan Chase & Co. | 0.13% | 896 | $215K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 60 | $215.9M | IVV, QQQ, AAPL, NVDA, COST |
| Q1 2026 | 64 | $187.2M | IVV, QQQ, AAPL, COST, NVDA |
| Q4 2025 | 46 | $191.4M | IVV, QQQ, AAPL, NVDA, COST |
| Q3 2025 | 61 | $188.9M | IVV, QQQ, AAPL, COST, NVDA |
| Q2 2025 | 54 | $174.6M | IVV, QQQ, AAPL, COST, NVDA |
| Q1 2025 | 51 | $151.0M | IVV, QQQ, AAPL, COST, NVDA |
| Q4 2024 | 48 | $161.1M | IVV, QQQ, AAPL, NVDA, COST |