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Home > Institutional Investor > Chokshi & Queen Wealth Advisors, Inc > Profile

Instuitional Investor - Chokshi & Queen Wealth Advisors, Inc

Fund Profile
Filing Period:
Fund Name: Chokshi & Queen Wealth Advisors, Inc
Portfolio Value $174,551,705
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 65,080 $40,408,358 23.15%
2.
Invesco Qqq Tr
 59,920 $33,054,202 18.94%
3.
Apple Inc.
 AAPL 93,811 $19,247,254 11.03%
4.
Costco Wholesale Corp W
 COST 11,702 $11,583,787 6.64%
5.
Nvidia Corp
 NVDA 65,883 $10,408,885 5.96%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)