Chokshi & Queen Wealth Advisors, Inc Portfolio Holdings

Chokshi & Queen Wealth Advisors, Inc

  • $164 Billion
  • Q1 2025

Chokshi & Queen Wealth Advisors, Inc has filed its 13F form on May 20, 2025 for Q1 2025 where it was disclosed a total value porftolio of $164 Billion distributed in 53 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 $35B, Invesco Qqq Trust, Series 1 with a value of $27.1B, Apple Inc. with a value of $20B, Costco Wholesale Corp with a value of $10.5B, and Nvidia Corp with a value of $8.96B.

Examining the 13F form we can see an increase of $2.81B in the current position value, from $161B to 164B.

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 $164 Billion
ETFs: $98.8 Billion
Technology: $37.9 Billion
Consumer Defensive: $10.5 Billion
Consumer Cyclical: $7.43 Billion
Financial Services: $5 Billion
Communication Services: $2.72 Billion
Healthcare: $782 Million
Industrials: $701 Million
Other: $0

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.14T
$20 Billion 12.18% of portfolio
89,902
Q1 2025 Added 0.24%
$446B
$10.5 Billion 6.43% of portfolio
11,139
Q1 2025 Added 0.7%
$327B
$8.96 Billion 5.46% of portfolio
82,656
Q1 2025 Reduced 1.09%
$578B
$3.99 Billion 2.44% of portfolio
11,393
Q1 2025 Reduced 1.21%
$2.05T
$3.82 Billion 2.33% of portfolio
20,103
Q1 2025 Added 12.92%
$1.07T
$2.87 Billion 1.75% of portfolio
11,077
Q1 2025 Added 156.17%
$37.3B
$2 Billion 1.22% of portfolio
11,635
Q1 2025 Added 420.58%
$3.36T
$1.82 Billion 1.11% of portfolio
4,861
Q1 2025 Reduced 17.83%
$1.43T
$1.2 Billion 0.73% of portfolio
2,076
Q1 2025 Reduced 39.4%
$3.45B
$1.14 Billion 0.69% of portfolio
3,950
Q1 2025 New
$660B
$788 Million 0.48% of portfolio
1,480
Q4 2024 New
$678B
$782 Million 0.48% of portfolio
946
Q1 2025 Reduced 1.46%
$1.01T
$765 Million 0.47% of portfolio
4,944
Q4 2024 New
$1.03T
$756 Million 0.46% of portfolio
4,839
Q1 2025 Reduced 59.48%
$102B
$565 Million 0.34% of portfolio
6,500
Q1 2025 Reduced 13.33%
$92.6B
$537 Million 0.33% of portfolio
3,205
Q1 2025 Reduced 76.61%
$126B
$474 Million 0.29% of portfolio
243
Q1 2025 Added 8.0%
$231B
$257 Million 0.16% of portfolio
824
Q4 2024 New
$29.7B
$236 Million 0.14% of portfolio
930
Q1 2025 New
$765B
$220 Million 0.13% of portfolio
896
Q4 2024 New
$149B
$212 Million 0.13% of portfolio
1,000
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $164 Billion
  • Prior Value $161 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 20, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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