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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 $215,933,331
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 71,121 $53,262,143 24.67%
2.
Invesco Qqq Tr
 65,065 $47,914,216 22.19%
3.
Apple Inc.
 AAPL 95,107 $27,520,419 12.74%
4.
Nvidia Corp
 NVDA 58,150 $11,635,422 5.39%
5.
Costco Wholesale Corp W
 COST 11,485 $10,744,110 4.98%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.