Chokshi & Queen Wealth Advisors, Inc Portfolio Holdings

Chokshi & Queen Wealth Advisors, Inc

  • $189 Billion
  • Q3 2025

Chokshi & Queen Wealth Advisors, Inc has filed its 13F form on October 23, 2025 for Q3 2025 where it was disclosed a total value porftolio of $189 Billion distributed in 61 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $44.4B, Invesco Qqq Trust, Series 1 with a value of $36.5B, Apple Inc. with a value of $23.3B, Costco Wholesale Corp with a value of $10.6B, and Nvidia Corp with a value of $9.67B.

Examining the 13F form we can see an increase of $14.3B in the current position value, from $175B to 189B.

Chokshi & Queen Wealth Advisors, Inc is based out at San Diego, CA

Below you can find more details about Chokshi & Queen Wealth Advisors, Inc portfolio as well as his latest detailed transactions.

Portfolio value $189 Billion
ETFs: $110 Billion
Technology: $42.3 Billion
Consumer Defensive: $10.6 Billion
Consumer Cyclical: $10.3 Billion
Communication Services: $7.47 Billion
Financial Services: $5.43 Billion
Industrials: $1.04 Billion
Healthcare: $487 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$44.4 Billion 23.52% of portfolio
66,371
Q3 2025 Added 1.98%
$0
$36.5 Billion 19.3% of portfolio
60,722
Q3 2025 Added 1.34%
$4.22T
$23.3 Billion 12.36% of portfolio
91,671
Q3 2025 Reduced 2.28%
$415B
$10.6 Billion 5.62% of portfolio
11,463
Q3 2025 Reduced 2.04%
$451B
$9.67 Billion 5.12% of portfolio
51,848
Q3 2025 Reduced 21.3%
$2.26T
$6.39 Billion 3.38% of portfolio
29,108
Q3 2025 Added 4.71%
$0
$5.62 Billion 2.98% of portfolio
21,654
Q3 2025 Reduced 6.52%
$568B
$4.21 Billion 2.23% of portfolio
12,343
Q3 2025 Added 1.9%
$1.65T
$4.16 Billion 2.2% of portfolio
5,665
Q3 2025 Added 121.38%
$0
$3.44 Billion 1.82% of portfolio
33,341
Q3 2025 Added 1.7%
$0
$3.14 Billion 1.66% of portfolio
8,299
Q3 2025 Reduced 6.94%
$1.4T
$3.03 Billion 1.6% of portfolio
6,817
Q3 2025 Reduced 42.31%
$0
$2.73 Billion 1.44% of portfolio
28,244
Q3 2025 Reduced 5.78%
$3.86T
$2.52 Billion 1.33% of portfolio
4,860
Q3 2025 Added 1.23%
$0
$2.06 Billion 1.09% of portfolio
25,678
Q4 2024 New
$139B
$1.83 Billion 0.97% of portfolio
5,545
Q3 2025 Added 198.92%
$48B
$1.36 Billion 0.72% of portfolio
4,035
Q3 2025 Reduced 51.0%
$0
$1.34 Billion 0.71% of portfolio
2,888
Q3 2025 Added 14.97%
$1.5T
$1.29 Billion 0.69% of portfolio
5,324
Q3 2025 Added 0.57%
$0
$1.21 Billion 0.64% of portfolio
1,820
Q4 2024 New
$1.53T
$1.16 Billion 0.61% of portfolio
4,760
Q3 2025 Reduced 49.58%
$0
$973 Million 0.52% of portfolio
1,303
Q4 2024 New
$646B
$921 Million 0.49% of portfolio
1,831
Q2 2025 Added 23.72%
$356B
$914 Million 0.48% of portfolio
5,013
Q3 2025 New
$0
$873 Million 0.46% of portfolio
16,105
Q3 2025 Added 2.91%
$552B
$852 Million 0.45% of portfolio
711
Q3 2025 Added 17.13%
$32.7B
$830 Million 0.44% of portfolio
5,500
Q3 2025 Reduced 6.78%
$0
$786 Million 0.42% of portfolio
11,488
Q4 2024 New
$0
$720 Million 0.38% of portfolio
2,452
Q4 2024 New
$108B
$654 Million 0.35% of portfolio
280
Q3 2025 Added 0.36%
$0
$598 Million 0.32% of portfolio
1,941
Q3 2025 Reduced 0.67%
$110B
$501 Million 0.27% of portfolio
3,500
Q3 2025 New
$760B
$487 Million 0.26% of portfolio
638
Q3 2025 Reduced 38.42%
$0
$465 Million 0.25% of portfolio
18,472
Q3 2025 Added 49.37%
$0
$477 Million 0.25% of portfolio
5,357
Q3 2025 Added 4.2%
Arista Networks Inc
-
$462 Million 0.24% of portfolio
-
Q3 2025 Reduced 13.61%
$0
$399 Million 0.21% of portfolio
14,620
Q1 2025 Reduced 7.09%
$0
$405 Million 0.21% of portfolio
7,099
Q4 2024 New
$0
$395 Million 0.21% of portfolio
1,832
Q2 2025 Reduced 1.13%
$0
$404 Million 0.21% of portfolio
2,853
Q3 2025 Added 11.31%
$0
$365 Million 0.19% of portfolio
3,527
Q3 2025 New
$0
$356 Million 0.19% of portfolio
15,448
Q3 2025 Added 29.64%
$0
$337 Million 0.18% of portfolio
6,604
Q3 2025 Added 8.67%
$65.6B
$326 Million 0.17% of portfolio
4,477
Q3 2025 Added 11.59%
$871B
$295 Million 0.16% of portfolio
936
Q3 2025 Added 2.18%
$0
$285 Million 0.15% of portfolio
5,677
Q3 2025 Reduced 11.71%
$0
$257 Million 0.14% of portfolio
3,648
Q3 2025 New
$28.2B
$260 Million 0.14% of portfolio
930
Q1 2025 New
$0
$257 Million 0.14% of portfolio
1,652
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 61
  • Current Value $189 Billion
  • Prior Value $175 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 23, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 10 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
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