Chokshi & Queen Wealth Advisors, Inc 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CQ Chokshi & Queen Wealth Advisors, Inc | Institutional Filer | ▼ 2.22% | $187.2M | 64 |
Current Portfolio Holdings
Showing all 64 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | — | 69K | $45.0M | 24.05% |
| 2 | QQQ | Invesco QQQ Trust | — | 62K | $36.0M | 19.23% |
| 3 | AAPL | Apple Inc. | Technology | 93K | $23.6M | 12.63% |
| 4 | COST | Costco Wholesale Corporation | Consumer Defensive | 11K | $11.2M | 5.98% |
| 5 | NVDA | NVIDIA Corporation | Technology | 60K | $10.4M | 5.55% |
| 6 | VHT | VANGUARD WORLD FD | — | 21K | $5.7M | 3.04% |
| 7 | META | Meta Platforms, Inc. | Technology | 8K | $4.4M | 2.34% |
| 8 | V | Visa Inc. | Financial Services | 13K | $3.8M | 2.04% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 18K | $3.7M | 1.97% |
| 10 | NOBL | PROSHARES TR | — | 31K | $3.3M | 1.78% |
| 11 | IWV | ISHARES TR | — | 8K | $3.0M | 1.58% |
| 12 | AVGO | Broadcom Inc. | Technology | 9K | $2.7M | 1.47% |
| 13 | IWR | ISHARES TR | — | 26K | $2.6M | 1.38% |
| 14 | MSTR | Strategy Inc | Technology | 18K | $2.2M | 1.19% |
| 15 | MSFT | Microsoft Corporation | Technology | 5K | $2.0M | 1.09% |
Showing 1 to 15 of 64 holdings