Chokshi & Queen Wealth Advisors, Inc
61 holdingsFiling period: 2026-06-30Current AUM: $221.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 71.1K | $53.3M | $54.0M | 24.34% | +2.2K | 2026-06-30 |
| 2 | QQQ | INVESCO QQQ TR | 65.1K | $47.9M | $45.8M | 20.67% | +2.7K | 2026-06-30 |
| 3 | AAPL | APPLE INC | 95.1K | $27.5M | $31.5M | 14.21% | +2.0K | 2026-06-30 |
| 4 | NVDA | NVIDIA CORPORATION | 58.1K | $11.6M | $12.3M | 5.56% | -1,362 | 2026-06-30 |
| 5 | COST | COSTCO WHOLESALE CORPORATION | 11.5K | $10.7M | $10.4M | 4.67% | +249 | 2026-06-30 |
| 6 | VHT | VANGUARD WORLD FD | 21.6K | $6.5M | $6.8M | 3.06% | +669 | 2026-06-30 |
| 7 | AMZN | AMAZON COM INC | 18.4K | $4.4M | $4.6M | 2.06% | +650 | 2026-06-30 |
| 8 | V | VISA INC | 12.4K | $4.2M | $4.6M | 2.10% | -229 | 2026-06-30 |
| 9 | NOBL | PROSHARES TR | 67.3K | $3.8M | $3.8M | 1.71% | +36.0K | 2026-06-30 |
| 10 | META | META PLATFORMS INC | 6.5K | $3.7M | $4.4M | 1.96% | -1,162 | 2026-06-30 |
| 11 | IWV | ISHARES TR | 8.0K | $3.4M | $3.4M | 1.54% | -19 | 2026-06-30 |
| 12 | IWR | ISHARES TR | 26.3K | $2.9M | $2.8M | 1.28% | -222 | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP | 5.9K | $2.2M | $2.9M | 1.32% | +400 | 2026-06-30 |
| 14 | GOOGL | ALPHABET INC | 5.9K | $2.1M | $2.0M | 0.92% | +650 | 2026-06-30 |
| 15 | GOOG | ALPHABET INC | 6.0K | $2.1M | $2.0M | 0.92% | +666 | 2026-06-30 |
| 16 | TSLA | TESLA INC | 4.5K | $1.9M | $1.6M | 0.72% | +510 | 2026-06-30 |
| 17 | AVGO | BROADCOM INC | 4.5K | $1.7M | $1.5M | 0.69% | -4,385 | 2026-06-30 |
| 18 | VRT | VERTIV HOLDINGS CO | 4.5K | $1.5M | $1.0M | 0.47% | +3.2K | 2026-06-30 |
| 19 | DIA | STATE STR SPDR DOW JONES IND | 2.7K | $1.4M | $1.4M | 0.64% | -79 | 2026-06-30 |
| 20 | SPY | STATE STR SPDR S&P 500 ETF T | 1.9K | $1.4M | $1.4M | 0.64% | -- | 2026-06-30 |
| 21 | LLY | ELI LILLY & CO | 1.0K | $1.3M | $1.2M | 0.54% | +280 | 2026-06-30 |
| 22 | VGT | VANGUARD WORLD FD | 10.4K | $1.2M | $1.2M | 0.56% | +9.1K | 2026-06-30 |
| 23 | MSTR | STRATEGY INC | 13.8K | $1.2M | $1.8M | 0.81% | -3,975 | 2026-06-30 |
| 24 | BMNR | BITMINE IMMERSION TECHS INC | 82.3K | $1.1M | $1.9M | 0.88% | +37.6K | 2026-06-30 |
| 25 | PLTR | PALANTIR TECHNOLOGIES INC | 8.4K | $976K | $1.4M | 0.65% | +3.4K | 2026-06-30 |
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