Chokshi & Queen Wealth Advisors, Inc Options Holdings

Chokshi & Queen Wealth Advisors, Inc

  • $164 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
PUT
$10.3 Billion
18.4K
Q1 2025
New holding
NVDA
Nvidia Corp

Technology
PUT
$2.71 Billion
25K
Q1 2025
New holding

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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