Chokshi & Queen Wealth Advisors, Inc Incresed Positions in Q3 2025

Chokshi & Queen Wealth Advisors, Inc

  • $189 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
1.29K
+ 1.98%
$620.67 - $670.08 $801K - $865K
66.4K $44.4B
QQQ
Invesco Qqq Trust, Series 1

ETFs
802
+ 1.34%
$546.99 - $602.2 $439K - $483K
60.7K $36.5B
META
Meta Platforms, Inc.

Communication Services
3.11K
+ 121.38%
$695.21 - $791.73 $2.16M - $2.46M
5.67K $4.16B
AVGO
Broadcom Inc.

Technology
3.69K
+ 198.92%
$264.74 - $369.57 $977K - $1.36M
5.55K $1.83B
GOOGL
Alphabet Inc.

Communication Services
30
+ 0.57%
$174.36 - $254.72 $5.23K - $7.64K
5.32K $1.29B
AMZN
Amazon Com Inc

Consumer Cyclical
1.31K
+ 4.71%
$211.65 - $238.24 $277K - $312K
29.1K $6.39B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
376
+ 14.97%
$435.72 - $463.74 $164K - $174K
2.89K $1.34B
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
6.11K
+ 49.37%
$24.73 - $25.29 $151K - $154K
18.5K $465M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
556
+ 1.7%
$101.12 - $106.18 $56.2K - $59K
33.3K $3.44B
MSFT
Microsoft Corp

Technology
59
+ 1.23%
$491.09 - $535.64 $29K - $31.6K
4.86K $2.52B
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
3.53K
+ 29.64%
$22.68 - $23.2 $80.1K - $81.9K
15.4K $356M
IAU
Ishares Gold Trust

ETFs
465
+ 11.59%
$61.62 - $72.77 $28.7K - $33.8K
4.48K $326M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
290
+ 11.31%
$131.47 - $143.64 $38.1K - $41.7K
2.85K $404M
MSTR
Microstrategy Inc

Technology
1.2K
+ 30.38%
$300.7 - $455.9 $361K - $547K
5.15K $1.66B
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
216
+ 4.2%
$84.28 - $89.46 $18.2K - $19.3K
5.36K $477M
NFLX
Netflix Inc

Communication Services
104
+ 17.13%
$1147.87 - $1297.18 $119K - $135K
711 $852M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 2.18%
$282.78 - $316.06 $5.66K - $6.32K
936 $295M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
527
+ 8.67%
$50.81 - $51.07 $26.8K - $26.9K
6.6K $337M
VEU
Vanguard Ftse All World Ex Us

ETFs
1
+ 0.03%
$66.38 - $71.68 $66.4 - $71.7
3.51K $250M
MCD
Mcdonalds Corp

Consumer Cyclical
11
+ 1.33%
$291.67 - $316.99 $3.21K - $3.49K
835 $254M
MELI
Mercadolibre Inc

Consumer Cyclical
1
+ 0.36%
$2292.04 - $2514.05 $2.29K - $2.51K
280 $654M
V
Visa Inc.

Financial Services
230
+ 1.9%
$332.09 - $358.86 $76.4K - $82.5K
12.3K $4.21B
Activity Summary
Buys All Purchases 33 New Holdings 10 Increased Positions 23 Sells All Sells 14 Reductions 14 Sold out 0 Options Calls 0 Puts 0
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