Chokshi & Queen Wealth Advisors, Inc
RIA/Wealth
Chokshi & Queen Wealth Advisors, Inc is a RIA/Wealth based in San Diego, CA led by Nimai Vrajesh Chokshi, reporting $226.1M in AUM as of Q3 2025 with 58% ETF concentration, 79% concentrated in top 10 holdings, and 24% allocation to IVV.
FounderNimai Vrajesh Chokshi
- Portfolio Value
- $188.8M
- Positions
- 60
- Top Holding
- IVV at 23.53%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Chokshi & Queen Wealth Advisors, Inc's portfolio (78.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $44.4M | 23.53% | +$864.1K Bought | — 66.4K shares | |
ETF ETF | $36.5M | 19.31% | +$481.5K Bought | — 60.7K shares | |
Consumer Electronics Technology | $23.3M | 12.36% | -$544.9K Sold | 0.00% 91.7K shares | |
Discount Stores Consumer Defensive | $10.6M | 5.62% | -$221.2K Sold | 0.00% 11.5K shares | |
Semiconductors Technology | $9.7M | 5.12% | -$2.6M Sold | 0.00% 51.8K shares | |
Specialty Retail Consumer Cyclical | $6.4M | 3.39% | +$287.6K Bought | 0.00% 29.1K shares | |
ETF ETF | $5.6M | 2.98% | -$392.3K Sold | — 21.7K shares | |
Financial - Credit Services Financial Services | $4.2M | 2.23% | +$78.5K Bought | 0.00% 12.3K shares | |
Internet Content & Information Communication Services | $4.2M | 2.20% | +$2.3M Bought | 0.00% 5.7K shares | |
ETF ETF | $3.4M | 1.82% | +$57.3K Bought | — 33.3K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Chokshi & Queen Wealth Advisors, Inc's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-51.0% | |
-49.58% |
Analytics
Portfolio insights and performance metrics for Chokshi & Queen Wealth Advisors, Inc
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