Chokshi & Queen Wealth Advisors, Inc Portfolio Holdings

Chokshi & Queen Wealth Advisors, Inc

  • $161 Billion
  • Q4 2024

Chokshi & Queen Wealth Advisors, Inc has filed its 13F form on February 25, 2025 for Q4 2024 where it was disclosed a total value porftolio of $161 Billion distributed in 48 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 $36.7B, Invesco Qqq Trust, Series 1 with a value of $29.7B, Apple Inc. with a value of $22.5B, Nvidia Corp with a value of $11.2B, and Costco Wholesale Corp with a value of $10.1B.

Examining the 13F form we can see an increase of $161B in the current position value.

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 $161 Billion
ETFs: $93.2 Billion
Technology: $40.8 Billion
Consumer Defensive: $10.1 Billion
Consumer Cyclical: $6.27 Billion
Communication Services: $5.22 Billion
Financial Services: $4.53 Billion
Healthcare: $741 Million
Industrials: $226 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$36.7 Billion 22.75% of portfolio
62,264
Q4 2024 New
$0
$29.7 Billion 18.45% of portfolio
58,162
Q4 2024 New
$3.97T
$22.5 Billion 13.94% of portfolio
89,690
Q4 2024 New
$325B
$11.2 Billion 6.96% of portfolio
83,564
Q4 2024 New
$458B
$10.1 Billion 6.29% of portfolio
11,062
Q4 2024 New
$0
$5.91 Billion 3.67% of portfolio
23,297
Q4 2024 New
$2.17T
$3.91 Billion 2.42% of portfolio
17,803
Q4 2024 New
$0
$3.67 Billion 2.27% of portfolio
36,823
Q4 2024 New
$572B
$3.64 Billion 2.26% of portfolio
11,533
Q4 2024 New
$84.2B
$3.18 Billion 1.97% of portfolio
13,705
Q4 2024 New
$0
$2.95 Billion 1.83% of portfolio
8,827
Q4 2024 New
$0
$2.86 Billion 1.77% of portfolio
32,303
Q4 2024 New
$3.01T
$2.49 Billion 1.55% of portfolio
5,916
Q4 2024 New
$1.1T
$2.27 Billion 1.41% of portfolio
11,942
Q4 2024 New
$1.48T
$2.01 Billion 1.24% of portfolio
3,426
Q4 2024 New
$1.04T
$1.75 Billion 1.08% of portfolio
4,324
Q4 2024 New
$0
$1.07 Billion 0.66% of portfolio
1,820
Q4 2024 New
$1.05T
$936 Million 0.58% of portfolio
4,944
Q4 2024 New
$0
$810 Million 0.5% of portfolio
1,303
Q4 2024 New
$837B
$741 Million 0.46% of portfolio
960
Q4 2024 New
$0
$748 Million 0.46% of portfolio
11,488
Q4 2024 New
$0
$699 Million 0.43% of portfolio
1,643
Q4 2024 New
$0
$689 Million 0.43% of portfolio
15,650
Q4 2024 New
$623B
$671 Million 0.42% of portfolio
1,480
Q4 2024 New
$0
$648 Million 0.4% of portfolio
2,452
Q4 2024 New
$104B
$631 Million 0.39% of portfolio
7,500
Q4 2024 New
$32.2B
$555 Million 0.34% of portfolio
2,235
Q4 2024 New
$0
$527 Million 0.33% of portfolio
1,954
Q4 2024 New
$0
$492 Million 0.31% of portfolio
4,273
Q4 2024 New
$0
$430 Million 0.27% of portfolio
15,735
Q4 2024 New
$0
$416 Million 0.26% of portfolio
5,141
Q4 2024 New
$112B
$383 Million 0.24% of portfolio
225
Q4 2024 New
$0
$363 Million 0.23% of portfolio
1,853
Q4 2024 New
$0
$347 Million 0.22% of portfolio
7,099
Q4 2024 New
$0
$317 Million 0.2% of portfolio
6,245
Q4 2024 New
$0
$324 Million 0.2% of portfolio
6,430
Q4 2024 New
$0
$306 Million 0.19% of portfolio
2,262
Q4 2024 New
$175B
$302 Million 0.19% of portfolio
2,500
Q4 2024 New
$0
$307 Million 0.19% of portfolio
5,342
Q4 2024 New
$0
$280 Million 0.17% of portfolio
1,733
Q4 2024 New
$0
$268 Million 0.17% of portfolio
11,916
Q4 2024 New
$0
$258 Million 0.16% of portfolio
10,474
Q4 2024 New
$226B
$239 Million 0.15% of portfolio
824
Q4 2024 New
$141B
$226 Million 0.14% of portfolio
1,000
Q4 2024 New
$0
$228 Million 0.14% of portfolio
2,564
Q4 2024 New
$0
$228 Million 0.14% of portfolio
2,455
Q4 2024 New
$767B
$215 Million 0.13% of portfolio
896
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $161 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 25, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 48 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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