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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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