Chokshi & Queen Wealth Advisors, Inc
64 holdingsFiling period: 2026-03-31Current AUM: $212.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | 68.9K | $45.0M | $51.7M | 24.28% | +1.1K | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 62.4K | $36.0M | $42.9M | 20.16% | +777 | 2026-03-31 |
| 3 | AAPL | APPLE INC | 93.2K | $23.6M | $28.8M | 13.52% | +1.7K | 2026-03-31 |
| 4 | COST | COSTCO WHOLESALE CORPORATION | 11.2K | $11.2M | $10.7M | 5.02% | +346 | 2026-03-31 |
| 5 | NVDA | NVIDIA CORPORATION | 59.5K | $10.4M | $11.9M | 5.61% | -901 | 2026-03-31 |
| 6 | VHT | VANGUARD WORLD FD | 20.9K | $5.7M | $6.4M | 2.99% | -403 | 2026-03-31 |
| 7 | META | META PLATFORMS INC | 7.7K | $4.4M | $4.3M | 2.00% | -521 | 2026-03-31 |
| 8 | V | VISA INC | 12.6K | $3.8M | $4.6M | 2.17% | +275 | 2026-03-31 |
| 9 | AMZN | AMAZON COM INC | 17.7K | $3.7M | $4.8M | 2.26% | +817 | 2026-03-31 |
| 10 | NOBL | PROSHARES TR | 31.4K | $3.3M | $3.6M | 1.68% | -507 | 2026-03-31 |
| 11 | IWV | ISHARES TR | 8.0K | $3.0M | $3.4M | 1.59% | +20 | 2026-03-31 |
| 12 | AVGO | BROADCOM INC | 8.9K | $2.7M | $3.5M | 1.62% | -605 | 2026-03-31 |
| 13 | IWR | ISHARES TR | 26.5K | $2.6M | $2.9M | 1.36% | +108 | 2026-03-31 |
| 14 | MSTR | STRATEGY INC | 17.8K | $2.2M | $1.7M | 0.78% | +3.5K | 2026-03-31 |
| 15 | MSFT | MICROSOFT CORP | 5.5K | $2.0M | $2.6M | 1.20% | +125 | 2026-03-31 |
| 16 | GOOGL | ALPHABET INC | 5.3K | $1.5M | $1.9M | 0.88% | +13 | 2026-03-31 |
| 17 | GOOG | ALPHABET INC | 5.3K | $1.5M | $1.9M | 0.88% | +781 | 2026-03-31 |
| 18 | TSLA | TESLA INC | 4.0K | $1.5M | $1.2M | 0.58% | +23 | 2026-03-31 |
| 19 | DIA | STATE STR SPDR DOW JONES IND | 2.8K | $1.3M | $1.5M | 0.69% | -112 | 2026-03-31 |
| 20 | HOOD | ROBINHOOD MKTS INC | 18.4K | $1.3M | $1.6M | 0.75% | +3.2K | 2026-03-31 |
| 21 | NFLX | NETFLIX INC. | 13.0K | $1.2M | $929K | 0.44% | +710 | 2026-03-31 |
| 22 | SPY | STATE STR SPDR S&P 500 ETF T | 1.9K | $1.2M | $1.4M | 0.66% | +115 | 2026-03-31 |
| 23 | COIN | COINBASE GLOBAL INC | 6.1K | $1.1M | $894K | 0.42% | +575 | 2026-03-31 |
| 24 | VGT | VANGUARD WORLD FD | 1.3K | $909K | $1.2M | 0.55% | -- | 2026-03-31 |
| 25 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.9K | $894K | $894K | 0.42% | +300 | 2026-03-31 |
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