The Analysis of Chokshi & Queen Wealth Advisors, Inc's Holdings
Currently, Chokshi & Queen Wealth Advisors, Inc holds 46 types of securities in its portfolio with a total value $191.4M. In the most recent quarter, they have increased their positions in META (+2.5K shares, valued at $1.7M), NVDA (+8.6K shares, valued at $1.6M), MSTR (+9.2K shares, valued at $1.4M); decreased their positions in AMZN (-12.2K shares, valued at $2.8M), TSLA (-2.9K shares, valued at $1.3M), COST (-573 shares, valued at $494.2K); initiated new positions in NOW (+3.9K shares, valued at $602.8K), CRM (+1.5K shares, valued at $397.4K), N/A (+13.5K shares, valued at $366.5K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR67.8K shares2.20%2025-12-312026-02-17
AAPL APPLE INC91.5K shares-0.19%2025-12-312026-02-17 NVDA NVIDIA CORPORATION60.4K shares16.52%2025-12-312026-02-17 COST COSTCO WHSL CORP NEW10.9K shares-5.00%2025-12-312026-02-17 VHT VANGUARD WORLD FD21.3K shares-1.55%2025-12-312026-02-17 META META PLATFORMS INC8.2K shares44.48%2025-12-312026-02-17 V VISA INC12.3K shares-0.12%2025-12-312026-02-17 AMZN AMAZON COM INC16.9K shares-41.99%2025-12-312026-02-17 NOBL PROSHARES TR31.9K shares-4.36%2025-12-312026-02-17 BROADCOM INC BROADCOM INC9.5K shares71.11%2025-12-312026-02-17 IWV ISHARES TR8.0K shares-4.01%2025-12-312026-02-17 MSFT MICROSOFT CORP5.4K shares10.43%2025-12-312026-02-17 IWR ISHARES TR26.4K shares-6.63%2025-12-312026-02-17 MSTR STRATEGY INC14.3K shares178.64%2025-12-312026-02-17 VRT VERTIV HOLDINGS CO13.3K shares141.82%2025-12-312026-02-17 TSLA TESLA INC3.9K shares-42.23%2025-12-312026-02-17 HOOD ROBINHOOD MKTS INC15.1K shares332.57%2025-12-312026-02-17 ALPHABET INC ALPHABET INC5.3K shares-1.13%2025-12-312026-02-17 ALPHABET INC ALPHABET INC4.5K shares-5.40%2025-12-312026-02-17 DIA SPDR DOW JONES INDL AVERAGE2.9K shares0.42%2025-12-312026-02-17 COIN COINBASE GLOBAL INC5.5K shares37.30%2025-12-312026-02-17 SPY SPDR S&P 500 ETF TR1.8K shares-3.74%2025-12-312026-02-17 NFLX NETFLIX INC12.3K shares1622.93%2025-12-312026-02-17 VGT VANGUARD WORLD FD1.3K shares0.00%2025-12-312026-02-17 VWO VANGUARD INTL EQUITY INDEX F15.7K shares-2.37%2025-12-312026-02-17 PLTR PALANTIR TECHNOLOGIES INC4.7K shares-5.82%2025-12-312026-02-17 DFAS DIMENSIONAL ETF TRUST11.5K shares0.00%2025-12-312026-02-17 VO VANGUARD INDEX FDS2.5K shares0.00%2025-12-312026-02-17 LLY ELI LILLY & CO638 shares0.00%2025-12-312026-02-17 NOW SERVICENOW INC3.9K sharesnew addition2025-12-312026-02-17 MELI MERCADOLIBRE INC265 shares-5.36%2025-12-312026-02-17 SCHD SCHWAB STRATEGIC TR15.6K shares6.40%2025-12-312026-02-17 VV VANGUARD INDEX FDS1.3K shares-33.38%2025-12-312026-02-17 DGS WISDOMTREE TR7.1K shares0.00%2025-12-312026-02-17 CRM SALESFORCE INC1.5K sharesnew addition2025-12-312026-02-17 IJT ISHARES TR2.4K shares-17.46%2025-12-312026-02-17 JPM JPMORGAN CHASE & CO.937 shares0.11%2025-12-312026-02-17 MCD MCDONALDS CORP835 shares0.00%2025-12-312026-02-17 FLEX FLEX LTD4.0K shares0.00%2025-12-312026-02-17 VRSN VERISIGN INC930 shares0.00%2025-12-312026-02-17 SOFI SOFI TECHNOLOGIES INC7.7K sharesnew addition2025-12-312026-02-17 FBYD FALCONS BEYOND GLOBAL INC10.8K sharesnew addition2025-12-312026-02-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available