Chokshi & Queen Wealth Advisors, Inc Portfolio Holdings
Q3 2025•60 long positions•$188.8M portfolio value
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Holding63 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $44.4M 23.53% | +$864.1K Bought | — 66.4K shares | 65.1K → 66.4K +$864.1K | +1.98% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $36.5M 19.31% | +$481.5K Bought | — 60.7K shares | 59.9K → 60.7K +$481.5K | +1.34% | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $23.3M 12.36% | -$544.9K Sold | 0.001% 91.7K shares | 93.8K → 91.7K −$544.9K | -2.28% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $10.6M 5.62% | -$221.2K Sold | 0.003% 11.5K shares | 11.7K → 11.5K −$221.2K | -2.04% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $9.7M 5.12% | -$2.6M Sold | 0.0% 51.8K shares | 65.9K → 51.8K −$2.6M | -21.3% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $6.4M 3.39% | +$287.6K Bought | 0.0% 29.1K shares | 27.8K → 29.1K +$287.6K | +4.71% | $2.34T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $5.6M 2.98% | -$392.3K Sold | — 21.7K shares | 23.2K → 21.7K −$392.3K | -6.52% | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $4.2M 2.23% | +$78.5K Bought | 0.001% 12.3K shares | 12.1K → 12.3K +$78.5K | +1.9% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $4.2M 2.2% | +$2.3M Bought | 0.0% 5.7K shares | 2.6K → 5.7K +$2.3M | +121.38% | $1.84T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 1.82% | +$57.3K Bought | — 33.3K shares | 32.8K → 33.3K +$57.3K | +1.7% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 1.67% | -$234.6K Sold | — 8.3K shares | 8.9K → 8.3K −$234.6K | -6.94% | — — | Q4 2024 Held for 11 months | |
Auto - Manufacturers Consumer Cyclical | $3.0M 1.61% | -$2.2M Sold | 0.0% 6.8K shares | 11.8K → 6.8K −$2.2M | -42.31% | $1.48T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.7M 1.44% | -$167.3K Sold | — 28.2K shares | 30.0K → 28.2K −$167.3K | -5.78% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $2.5M 1.33% | +$30.6K Bought | 0.0% 4.9K shares | 4.8K → 4.9K +$30.6K | +1.23% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.1M 1.09% | — | — 25.7K shares | — | — | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.8M 0.969% | +$1.2M Bought | 0.0% 5.5K shares | 1.9K → 5.5K +$1.2M | +198.92% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Software - Application Technology | $1.7M 0.879% | +$386.7K Bought | 0.002% 5.2K shares | 4.0K → 5.2K +$386.7K | +30.38% | $91.4B Large Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $1.4M 0.721% | -$1.4M Sold | 0.002% 4.0K shares | 8.2K → 4.0K −$1.4M | -51.0% | $86.7B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.3M 0.709% | +$174.4K Bought | — 2.9K shares | 2.5K → 2.9K +$174.4K | +14.97% | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.3M 0.686% | +$7.3K Bought | 0.0% 5.3K shares | 5.3K → 5.3K +$7.3K | +0.57% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 0.642% | — | — 1.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.2M 0.614% | -$1.1M Sold | 0.0% 4.8K shares | 9.4K → 4.8K −$1.1M | -49.58% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $972.9K 0.515% | — | — 1.3K shares | — | — | — — | Q4 2024 Held for 11 months | |
Insurance - Diversified Financial Services | $920.5K 0.488% | — | 0.0% 1.8K shares | — | — | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $914.5K 0.484% | +$914.5K New | 0.0% 5.0K shares | 0 → 5.0K +$914.5K | New | $432.76B Mega Cap | Q3 2025 Held for 2 months | |
ETF ETF | $872.6K 0.462% | +$24.7K Bought | — 16.1K shares | 15.7K → 16.1K +$24.7K | +2.91% | — — | Q4 2024 Held for 11 months | |
Entertainment Communication Services | $852.4K 0.452% | +$124.7K Bought | 0.0% 711.0 shares | 607.0 → 711.0 +$124.7K | +17.13% | $509.45B Mega Cap | Q2 2025 Held for 5 months | |
Electrical Equipment & Parts Industrials | $829.7K 0.439% | -$60.3K Sold | 0.001% 5.5K shares | 5.9K → 5.5K −$60.3K | -6.78% | $57.6B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $786.5K 0.417% | — | — 11.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $720.3K 0.382% | — | — 2.5K shares | — | — | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $654.3K 0.347% | +$2.3K Bought | 0.001% 280.0 shares | 279.0 → 280.0 +$2.3K | +0.36% | $118.48B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $597.6K 0.317% | -$4.0K Sold | — 1.9K shares | 2.0K → 1.9K −$4.0K | -0.67% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $501.1K 0.265% | +$501.1K New | 0.0% 3.5K shares | 0 → 3.5K +$501.1K | New | $127.24B Large Cap | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $486.8K 0.258% | -$303.7K Sold | 0.0% 638.0 shares | 1.0K → 638.0 −$303.7K | -38.42% | $684.00B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $476.6K 0.252% | +$19.2K Bought | — 5.4K shares | 5.1K → 5.4K +$19.2K | +4.2% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $465.3K 0.246% | +$153.8K Bought | — 18.5K shares | 12.4K → 18.5K +$153.8K | +49.37% | — — | Q4 2024 Held for 11 months | |
Computer Hardware Technology | $462.5K 0.245% | -$72.9K Sold | 0.0% 3.2K shares | 3.7K → 3.2K −$72.9K | -13.61% | $183.14B Large Cap | Q2 2025 Held for 5 months | |
ETF ETF | $405.4K 0.215% | — | — 7.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $403.7K 0.214% | +$41.0K Bought | — 2.9K shares | 2.6K → 2.9K +$41.0K | +11.31% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $399.1K 0.211% | — | — 14.6K shares | — | — | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $395.3K 0.209% | — | — 1.8K shares | — | — | — — | Q4 2024 Held for 11 months | |
ETF ETF | $364.6K 0.193% | +$364.6K New | — 3.5K shares | 0 → 3.5K +$364.6K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $356.3K 0.189% | +$81.5K Bought | — 15.4K shares | 11.9K → 15.4K +$81.5K | +29.64% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $337.1K 0.179% | +$26.9K Bought | — 6.6K shares | 6.1K → 6.6K +$26.9K | +8.67% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $325.8K 0.173% | +$33.8K Bought | — 4.5K shares | 4.0K → 4.5K +$33.8K | +11.59% | — — | Q1 2025 Held for 8 months | |
Banks - Diversified Financial Services | $295.4K 0.156% | +$6.3K Bought | 0.0% 936.0 shares | 916.0 → 936.0 +$6.3K | +2.18% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $285.4K 0.151% | -$37.9K Sold | — 5.7K shares | 6.4K → 5.7K −$37.9K | -11.71% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $260.0K 0.138% | — | 0.001% 930.0 shares | — | — | $26.1B Large Cap | Q1 2025 Held for 8 months | |
ETF ETF | $257.3K 0.136% | +$257.3K New | — 3.6K shares | 0 → 3.6K +$257.3K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $256.8K 0.136% | — | — 1.7K shares | — | — | — — | Q2 2025 Held for 5 months |
