Chokshi & Queen Wealth Advisors, Inc Portfolio Holdings

Chokshi & Queen Wealth Advisors, Inc

  • $175 Billion
  • Q2 2025

Chokshi & Queen Wealth Advisors, Inc has filed its 13F form on July 30, 2025 for Q2 2025 where it was disclosed a total value porftolio of $175 Billion distributed in 54 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 $40.4B, Invesco Qqq Trust, Series 1 with a value of $33.1B, Apple Inc. with a value of $19.2B, Costco Wholesale Corp with a value of $11.6B, and Nvidia Corp with a value of $10.4B.

Examining the 13F form we can see an increase of $10.6B in the current position value, from $164B to 175B.

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 $175 Billion
ETFs: $101 Billion
Technology: $38.4 Billion
Consumer Defensive: $11.6 Billion
Consumer Cyclical: $10.8 Billion
Financial Services: $5.46 Billion
Communication Services: $5.31 Billion
Industrials: $990 Million
Healthcare: $807 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.4 Billion 23.15% of portfolio
65,080
Q2 2025 Added 4.37%
$0
$33.1 Billion 18.94% of portfolio
59,920
Q2 2025 Added 3.69%
$3.69T
$19.2 Billion 11.03% of portfolio
93,811
Q2 2025 Added 4.35%
$416B
$11.6 Billion 6.64% of portfolio
11,702
Q2 2025 Added 5.05%
$426B
$10.4 Billion 5.96% of portfolio
65,883
Q2 2025 Reduced 20.29%
$2.3T
$6.1 Billion 3.49% of portfolio
27,798
Q2 2025 Added 38.28%
$0
$5.75 Billion 3.3% of portfolio
23,165
Q2 2025 Added 1.25%
$572B
$4.3 Billion 2.46% of portfolio
12,113
Q2 2025 Added 6.32%
$1.04T
$3.75 Billion 2.15% of portfolio
11,817
Q2 2025 Added 6.68%
$0
$3.3 Billion 1.89% of portfolio
32,785
Q2 2025 Reduced 3.78%
$0
$3.13 Billion 1.79% of portfolio
8,918
Q2 2025 Added 1.84%
$43B
$2.89 Billion 1.65% of portfolio
8,235
Q2 2025 Reduced 29.22%
$0
$2.76 Billion 1.58% of portfolio
29,977
Q2 2025 Reduced 1.53%
$3.77T
$2.39 Billion 1.37% of portfolio
4,801
Q2 2025 Reduced 1.23%
$0
$1.95 Billion 1.12% of portfolio
25,678
Q4 2024 New
$1.65T
$1.89 Billion 1.08% of portfolio
2,559
Q2 2025 Added 23.27%
$3.19B
$1.6 Billion 0.91% of portfolio
3,950
Q1 2025 New
$0
$1.12 Billion 0.64% of portfolio
1,820
Q4 2024 New
$0
$1.11 Billion 0.63% of portfolio
2,512
Q2 2025 Added 36.3%
$1.26T
$933 Million 0.53% of portfolio
5,294
Q2 2025 Added 7.08%
$652B
$889 Million 0.51% of portfolio
1,831
Q2 2025 Added 23.72%
$0
$864 Million 0.5% of portfolio
1,303
Q4 2024 New
$540B
$813 Million 0.47% of portfolio
607
Q2 2025 New
$699B
$807 Million 0.46% of portfolio
1,036
Q2 2025 Added 9.51%
$129B
$801 Million 0.46% of portfolio
6,500
Q1 2025 Reduced 13.33%
$0
$774 Million 0.44% of portfolio
15,650
Q4 2024 New
$32.7B
$758 Million 0.43% of portfolio
5,900
Q2 2025 Reduced 12.98%
$120B
$729 Million 0.42% of portfolio
279
Q2 2025 Added 14.81%
$0
$732 Million 0.42% of portfolio
11,488
Q4 2024 New
$0
$686 Million 0.39% of portfolio
2,452
Q4 2024 New
$0
$557 Million 0.32% of portfolio
1,954
Q4 2024 New
$121B
$511 Million 0.29% of portfolio
1,855
Q2 2025 Reduced 42.12%
$0
$431 Million 0.25% of portfolio
5,141
Q4 2024 New
$0
$392 Million 0.22% of portfolio
7,099
Q4 2024 New
$0
$387 Million 0.22% of portfolio
14,620
Q1 2025 Reduced 7.09%
Arista Networks Inc
-
$376 Million 0.22% of portfolio
-
Q2 2025 New
$0
$375 Million 0.21% of portfolio
1,832
Q2 2025 Reduced 1.13%
$0
$341 Million 0.2% of portfolio
2,563
Q2 2025 Added 12.12%
$0
$323 Million 0.19% of portfolio
6,430
Q2 2025 Reduced 25.48%
$0
$308 Million 0.18% of portfolio
12,367
Q2 2025 Added 16.82%
$0
$309 Million 0.18% of portfolio
6,077
Q2 2025 Reduced 2.69%
Cava Group Inc
-
$295 Million 0.17% of portfolio
-
Q2 2025 New
$253B
$273 Million 0.16% of portfolio
1,000
Q2 2025 New
$0
$272 Million 0.16% of portfolio
11,916
Q4 2024 New
$879B
$265 Million 0.15% of portfolio
916
Q2 2025 Added 2.23%
$29B
$269 Million 0.15% of portfolio
930
Q1 2025 New
$0
$241 Million 0.14% of portfolio
2,564
Q4 2024 New
$56.5B
$250 Million 0.14% of portfolio
4,012
Q1 2025 New
$232B
$241 Million 0.14% of portfolio
824
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 54
  • Current Value $175 Billion
  • Prior Value $164 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 30, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 11 stocks
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