Chokshi & Queen Wealth Advisors, Inc Purchases in Q2 2025

Chokshi & Queen Wealth Advisors, Inc

  • $175 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
2.13K
+ 3.69%
$416.06 - $551.64 $888K - $1.18M
59.9K $33.1B
IVV
Ishares Core S&P 500 ETF

ETFs
2.73K
+ 4.37%
$498.8 - $620.9 $1.36M - $1.69M
65.1K $40.4B
AMZN
Amazon Com Inc

Consumer Cyclical
7.7K
+ 38.28%
$167.32 - $223.3 $1.29M - $1.72M
27.8K $6.1B
COST
Costco Wholesale Corp

Consumer Defensive
563
+ 5.05%
$908.13 - $1056.85 $511K - $595K
11.7K $11.6B
GOOG
Alphabet Inc.

Communication Services
4.6K
+ 95.08%
$146.58 - $180.01 $674K - $828K
9.44K $1.67B
TSLA
Tesla, Inc.

Consumer Cyclical
740
+ 6.68%
$221.86 - $362.89 $164K - $269K
11.8K $3.75B
NFLX
Netflix Inc

Communication Services
607
New
$855.86 - $1339.13 $520K - $813K
607 $813M
META
Meta Platforms, Inc.

Communication Services
483
+ 23.27%
$484.66 - $738.09 $234K - $356K
2.56K $1.89B
Arista Networks Inc
3.67K
New
N/A
3.67K $376M
IWV
Ishares Russell 3000 ETF

ETFs
161
+ 1.84%
$281.67 - $351.0 $45.3K - $56.5K
8.92K $3.13B
V
Visa Inc.

Financial Services
720
+ 6.32%
$308.27 - $373.31 $222K - $269K
12.1K $4.3B
Cava Group Inc
3.5K
New
N/A
3.5K $295M
CRM
Salesforce, Inc.

Technology
1K
New
$236.26 - $291.15 $236K - $291K
1K $273M
MELI
Mercadolibre Inc

Consumer Cyclical
36
+ 14.81%
$1794.73 - $2613.63 $64.6K - $94.1K
279 $729M
PPA
Invesco Exchange Traded Fd Tr

ETFs
1.65K
New
$105.2 - $141.69 $174K - $234K
1.65K $234M
GOOGL
Alphabet Inc.

Communication Services
350
+ 7.08%
$144.7 - $178.6 $50.6K - $62.5K
5.29K $933M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
351
+ 23.72%
$483.48 - $539.8 $170K - $189K
1.83K $889M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
277
+ 12.12%
$108.87 - $133.04 $30.2K - $36.9K
2.56K $341M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
1.78K
+ 16.82%
$24.48 - $24.9 $43.6K - $44.3K
12.4K $308M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 2.23%
$210.28 - $289.91 $4.21K - $5.8K
916 $265M
LLY
Eli Lilly & CO

Healthcare
90
+ 9.51%
$713.71 - $898.95 $64.2K - $80.9K
1.04K $807M
VHT
Vanguard Health Care ETF

ETFs
287
+ 1.25%
$236.71 - $261.92 $67.9K - $75.2K
23.2K $5.75B
AAPL
Apple Inc.

Technology
3.91K
+ 4.35%
$172.42 - $223.89 $674K - $875K
93.8K $19.2B
Activity Summary
Buys All Purchases 24 New Holdings 5 Increased Positions 19 Sells All Sells 11 Reductions 11 Sold out 0 Options Calls 0 Puts 0
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