Chokshi & Queen Wealth Advisors, Inc
CIK: 0002057199SEC EDGAR →
Portfolio Value
$191.4B
Holdings
46
As of
Q4 2025
New Positions
46
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 67,832 | $46.5B | 24.27% |
| 2 | INVESCO QQQ TR | 61,589 | $37.8B | 19.77% |
| 3 | APPLE INC | 91,495 | $24.9B | 13.00% |
| 4 | NVIDIA CORPORATION | 60,413 | $11.3B | 5.89% |
| 5 | COSTCO WHSL CORP NEW | 10,890 | $9.4B | 4.91% |
| 6 | VANGUARD WORLD FD | 21,318 | $6.1B | 3.21% |
| 7 | META PLATFORMS INC | 8,185 | $5.4B | 2.82% |
| 8 | VISA INC | 12,328 | $4.3B | 2.26% |
| 9 | AMAZON COM INC | 16,887 | $3.9B | 2.04% |
| 10 | PROSHARES TR | 31,888 | $3.3B | 1.73% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (46)
$46.5B · 68K shares
$37.8B · 62K shares
$24.9B · 91K shares
$11.3B · 60K shares
$9.4B · 11K shares
$6.1B · 21K shares
$5.4B · 8K shares
$4.3B · 12K shares
$3.9B · 17K shares
$3.3B · 32K shares
$3.3B · 9K shares
$3.1B · 8K shares
$2.6B · 5K shares
$2.5B · 26K shares
$2.2B · 14K shares
$2.2B · 13K shares
$1.8B · 4K shares
$1.7B · 15K shares
$1.6B · 5K shares
$1.4B · 5K shares
$1.4B · 3K shares
$1.3B · 6K shares
$1.2B · 2K shares
$1.1B · 12K shares
$982.0M · 1K shares
$845.0M · 16K shares
$839.0M · 5K shares
$800.0M · 11K shares
$787.0M · 2K shares
$711.0M · 2K shares
$685.0M · 638 shares
$612.0M · 5K shares
$602.0M · 4K shares
$533.0M · 265 shares
$426.0M · 16K shares
$407.0M · 1K shares
$406.0M · 7K shares
$397.0M · 2K shares
$366.0M · 14K shares
$332.0M · 2K shares
$302.0M · 937 shares
$255.0M · 835 shares
$241.0M · 4K shares
$225.0M · 930 shares
$201.0M · 8K shares
$162.0M · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 21 | $77.2B | 40.3% |
| Technology | 10 | $44.9B | 23.5% |
| Unknown | 4 | $41.3B | 21.6% |
| Communication Services | 4 | $9.6B | 5.0% |
| Consumer Defensive | 1 | $9.4B | 4.9% |
| Consumer Cyclical | 3 | $5.9B | 3.1% |
| Industrials | 2 | $2.3B | 1.2% |
| Healthcare | 1 | $685.0M | 0.4% |