Chokshi & Queen Wealth Advisors, Inc Portfolio Holdings by Sector

Chokshi & Queen Wealth Advisors, Inc

$161 Billion
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IVV QQQ VHT NOBL IWV IWR IDEV SPY 28 stocks	$93.2 Million 57.82% of portfolio	28	-	28	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$22.5 Million 13.94% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO MU AMD 4 stocks	$15.3 Million 9.51% of portfolio	4	-	4	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST 1 stocks	$10.1 Million 6.29% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG META GOOGL 3 stocks	$5.22 Million 3.24% of portfolio	3	-	3	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN MELI 2 stocks	$4.29 Million 2.66% of portfolio	2	-	2	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$3.64 Million 2.26% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT 1 stocks	$2.49 Million 1.55% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA 1 stocks	$1.75 Million 1.08% of portfolio	1	-	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY 1 stocks	$741,367 0.46% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$670,854 0.42% of portfolio	1	-	1	-	0 Calls 0 Puts
Software—Application \| Technology COIN 1 stocks	$554,951 0.34% of portfolio	1	-	1	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD 1 stocks	$238,869 0.15% of portfolio	1	-	1	-	0 Calls 0 Puts
Conglomerates \| Industrials HON 1 stocks	$225,890 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$214,705 0.13% of portfolio	1	-	1	-	0 Calls 0 Puts

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