Chokshi & Queen Wealth Advisors, Inc
Net buyer this quarter
$216M
35
+$3.33M
54.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 QQQ | $47.9M | 22.19% | Not reported | +4.3% | Q4 2024 |
 AAPL | $27.5M | 12.74% | 0.00% | +2.1% | Q4 2024 |
 NVDA | $11.6M | 5.39% | 0.00% | -2.3% | Q4 2024 |
 COST | $10.7M | 4.98% | 0.00% | +2.2% | Q4 2024 |
 AMZN | $4.37M | 2.03% | 0.00% | +3.7% | Q4 2024 |
 V | $4.25M | 1.97% | 0.00% | -1.8% | Q4 2024 |
 NOBL | $3.78M | 1.75% | Not reported | +7.3% | Q4 2024 |
 META | $3.66M | 1.70% | Not reported | -15.2% | Q4 2024 |
 MSFT | $2.2M | 1.02% | 0.00% | +7.3% | Q4 2024 |
 GOOGL | $2.12M | 0.98% | 0.00% | +12.3% | Q4 2024 |
| GOOG | $2.1M | 0.97% | Not reported | +12.6% | Q4 2024 |
 TSLA | $1.88M | 0.87% | 0.00% | +12.9% | Q4 2024 |
 AVGO | $1.7M | 0.79% | 0.00% | -49.4% | Q4 2024 |
 VRT | $1.49M | 0.69% | 0.00% | +256.0% | Q1 2025 |
 DIA | $1.42M | 0.66% | Not reported | -2.8% | Q4 2024 |
| SPY | $1.39M | 0.65% | Not reported | Not reported | Q4 2024 |
 LLY | $1.25M | 0.58% | 0.00% | +36.6% | Q4 2024 |
 MSTR | $1.2M | 0.56% | Not reported | -22.3% | Q1 2025 |
 BMNR | $1.1M | 0.51% | 0.01% | +84.1% | Q4 2025 |
 PLTR | $977K | 0.45% | 0.00% | +69.9% | Q3 2025 |
 TSM | $969K | 0.45% | 0.00% | New | Q2 2026 |
 SNDK | $967K | 0.45% | 0.00% | New | Q2 2026 |
 NFLX | $868K | 0.40% | 0.00% | -6.3% | Q2 2025 |
 BRK.B | $758K | 0.35% | Not reported | -18.8% | Q4 2024 |
 MU | $750K | 0.35% | 0.00% | Not reported | Q4 2024 |
 GLW | $664K | 0.31% | 0.00% | New | Q2 2026 |
 SPCX | $658K | 0.30% | Not reported | New | Q2 2026 |
 FLEX | $648K | 0.30% | 0.00% | Not reported | Q3 2025 |
 MARA | $506K | 0.23% | 0.01% | +233.0% | Q1 2026 |
 JPM | $463K | 0.21% | 0.00% | +48.4% | Q4 2024 |
 IAU | $357K | 0.17% | 0.00% | Not reported | Q1 2025 |
 NOW | $340K | 0.16% | 0.00% | -4.5% | Q4 2025 |
 VRSN | $242K | 0.11% | 0.00% | +3.6% | Q1 2025 |
 ANET | $227K | 0.11% | 0.00% | -68.7% | Q2 2025 |
 MCD | $226K | 0.10% | 0.00% | Not reported | Q4 2024 |
| Q1 2026 | |||||
| QQQ | $36M | 19.23% | Not reported | +1.3% | Q4 2024 |
| AAPL | $23.6M | 12.63% | 0.00% | +1.8% | Q4 2024 |
| COST | $11.2M | 5.98% | 0.00% | +3.2% | Q4 2024 |
| NVDA | $10.4M | 5.55% | 0.00% | -1.5% | Q4 2024 |
| META | $4.38M | 2.34% | Not reported | -6.4% | Q4 2024 |
| V | $3.81M | 2.04% | 0.00% | +2.2% | Q4 2024 |
| AMZN | $3.69M | 1.97% | 0.00% | +4.8% | Q4 2024 |
| NOBL | $3.33M | 1.78% | Not reported | -1.6% | Q4 2024 |
| AVGO | $2.75M | 1.47% | 0.00% | -6.4% | Q4 2024 |
| MSTR | $2.22M | 1.19% | Not reported | +24.2% | Q1 2025 |
| MSFT | $2.03M | 1.09% | 0.00% | +2.3% | Q4 2024 |
| GOOGL | $1.52M | 0.81% | 0.00% | +0.3% | Q4 2024 |
| GOOG | $1.52M | 0.81% | Not reported | +17.3% | Q4 2024 |
| TSLA | $1.47M | 0.79% | 0.00% | +0.6% | Q4 2024 |
| DIA | $1.29M | 0.69% | Not reported | -3.9% | Q4 2024 |
 HOOD | $1.27M | 0.68% | 0.01% | +21.4% | Q3 2025 |
| NFLX | $1.25M | 0.67% | 0.00% | +5.8% | Q2 2025 |
| SPY | $1.21M | 0.65% | Not reported | +6.6% | Q4 2024 |
 COIN | $1.07M | 0.57% | 0.00% | +10.4% | Q4 2024 |
| BRK.B | $894K | 0.48% | Not reported | +19.2% | Q4 2024 |
| BMNR | $884K | 0.47% | 0.01% | +231.1% | Q4 2025 |
| PLTR | $721K | 0.39% | 0.00% | +4.4% | Q3 2025 |
| LLY | $704K | 0.38% | 0.00% | +19.9% | Q4 2024 |
| ANET | $525K | 0.28% | 0.00% | -8.6% | Q2 2025 |
 MELI | $458K | 0.24% | 0.00% | Not reported | Q4 2024 |
| IAU | $417K | 0.22% | 0.00% | Not reported | Q1 2025 |
| NOW | $375K | 0.20% | 0.00% | -8.9% | Q4 2025 |
| VRT | $313K | 0.17% | 0.00% | -90.6% | Q1 2025 |
| JPM | $280K | 0.15% | 0.00% | +1.7% | Q4 2024 |
 CRM | $280K | 0.15% | 0.00% | Not reported | Q2 2025 |
| FLEX | $262K | 0.14% | 0.00% | Not reported | Q3 2025 |
| MCD | $260K | 0.14% | 0.00% | Not reported | Q4 2024 |
| VRSN | $231K | 0.12% | 0.00% | Not reported | Q1 2025 |
 HON | $226K | 0.12% | 0.00% | Not reported | Q4 2024 |
 FBYD | $152K | 0.08% | 90116.67% | Not reported | Q4 2025 |
| MARA | $89.2K | 0.05% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| QQQ | $37.8M | 19.77% | Not reported | +1.4% | Q4 2024 |
| AAPL | $24.9M | 13.00% | 0.00% | -0.2% | Q4 2024 |
| NVDA | $11.3M | 5.89% | 0.00% | +16.5% | Q4 2024 |
| COST | $9.39M | 4.91% | 0.00% | -5.0% | Q4 2024 |
| META | $5.4M | 2.82% | Not reported | +44.5% | Q4 2024 |
| V | $4.32M | 2.26% | 0.00% | -0.1% | Q4 2024 |
| AMZN | $3.9M | 2.04% | 0.00% | -42.0% | Q4 2024 |
| NOBL | $3.32M | 1.73% | Not reported | -4.4% | Q4 2024 |
| AVGO | $3.28M | 1.72% | 0.00% | +71.1% | Q4 2024 |
| MSFT | $2.6M | 1.36% | 0.00% | +10.4% | Q4 2024 |
| MSTR | $2.18M | 1.14% | Not reported | +178.6% | Q1 2025 |
| VRT | $2.15M | 1.13% | 0.00% | +141.8% | Q1 2025 |
| TSLA | $1.77M | 0.93% | 0.00% | -42.2% | Q4 2024 |
| HOOD | $1.71M | 0.89% | 0.01% | +332.6% | Q3 2025 |
| GOOGL | $1.65M | 0.86% | 0.00% | -1.1% | Q4 2024 |
| GOOG | $1.41M | 0.74% | Not reported | -5.4% | Q4 2024 |
| DIA | $1.39M | 0.73% | Not reported | +0.4% | Q4 2024 |
| COIN | $1.25M | 0.65% | 0.00% | +37.3% | Q4 2024 |
| SPY | $1.19M | 0.62% | Not reported | -3.7% | Q4 2024 |
| NFLX | $1.15M | 0.60% | 0.00% | +72.3% | Q2 2025 |
| PLTR | $839K | 0.44% | 0.00% | -5.8% | Q3 2025 |
| BRK.B | $787K | 0.41% | Not reported | -14.5% | Q4 2024 |
| LLY | $686K | 0.36% | 0.00% | Not reported | Q4 2024 |
| ANET | $612K | 0.32% | 0.00% | +47.3% | Q2 2025 |
| NOW | $603K | 0.31% | 0.00% | New | Q4 2025 |
| MELI | $534K | 0.28% | 0.00% | -5.4% | Q4 2024 |
| CRM | $397K | 0.21% | 0.00% | Not reported | Q2 2025 |
| BMNR | $367K | 0.19% | 0.00% | New | Q4 2025 |
| JPM | $302K | 0.16% | 0.00% | +0.1% | Q4 2024 |
| MCD | $255K | 0.13% | 0.00% | Not reported | Q4 2024 |
| FLEX | $242K | 0.13% | 0.00% | Not reported | Q3 2025 |
| VRSN | $226K | 0.12% | 0.00% | Not reported | Q1 2025 |
 SOFI | $202K | 0.11% | 0.00% | New | Q4 2025 |
| FBYD | $162K | 0.08% | 90116.67% | New | Q4 2025 |
| Q3 2025 | |||||
| QQQ | $36.5M | 19.30% | Not reported | +1.3% | Q4 2024 |
| AAPL | $23.3M | 12.36% | 0.00% | -2.3% | Q4 2024 |
| COST | $10.6M | 5.62% | 0.00% | -2.0% | Q4 2024 |
| NVDA | $9.67M | 5.12% | 0.00% | -21.3% | Q4 2024 |
| AMZN | $6.39M | 3.38% | 0.00% | +4.7% | Q4 2024 |
| V | $4.21M | 2.23% | 0.00% | +1.9% | Q4 2024 |
| META | $4.16M | 2.20% | Not reported | +121.4% | Q4 2024 |
| NOBL | $3.44M | 1.82% | Not reported | +1.7% | Q4 2024 |
| TSLA | $3.03M | 1.60% | 0.00% | -42.3% | Q4 2024 |
| MSFT | $2.52M | 1.33% | 0.00% | +1.2% | Q4 2024 |
| IDEV | $2.06M | 1.09% | Not reported | Not reported | Q4 2024 |
| AVGO | $1.83M | 0.97% | 0.00% | +198.9% | Q4 2024 |
| MSTR | $1.66M | 0.88% | Not reported | +30.4% | Q1 2025 |
| COIN | $1.36M | 0.72% | 0.00% | -51.0% | Q4 2024 |
| DIA | $1.34M | 0.71% | Not reported | +15.0% | Q4 2024 |
| GOOGL | $1.29M | 0.69% | 0.00% | +0.6% | Q4 2024 |
| SPY | $1.21M | 0.64% | Not reported | Not reported | Q4 2024 |
| GOOG | $1.16M | 0.61% | Not reported | -49.6% | Q4 2024 |
| BRK.B | $921K | 0.49% | Not reported | Not reported | Q4 2024 |
| PLTR | $914K | 0.48% | 0.00% | New | Q3 2025 |
| NFLX | $852K | 0.45% | 0.00% | +17.1% | Q2 2025 |
| VRT | $830K | 0.44% | 0.00% | -6.8% | Q1 2025 |
| MELI | $654K | 0.35% | 0.00% | +0.4% | Q4 2024 |
| HOOD | $501K | 0.27% | 0.00% | New | Q3 2025 |
| LLY | $487K | 0.26% | 0.00% | -38.4% | Q4 2024 |
| ANET | $462K | 0.24% | 0.00% | -13.6% | Q2 2025 |
| IAU | $326K | 0.17% | 0.00% | +11.6% | Q1 2025 |
| JPM | $295K | 0.16% | 0.00% | +2.2% | Q4 2024 |
| VRSN | $260K | 0.14% | 0.00% | Not reported | Q1 2025 |
| MCD | $254K | 0.13% | 0.00% | +1.3% | Q4 2024 |
| FLEX | $232K | 0.12% | 0.00% | New | Q3 2025 |
| HON | $211K | 0.11% | 0.00% | Not reported | Q4 2024 |