Chokshi & Queen Wealth Advisors, Inc New Holdings in Q4 2024

Chokshi & Queen Wealth Advisors, Inc

  • $161 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
62.3K
New
$570.51 - $610.59 $35.5M - $38M
62.3K $36.7B
QQQ
Invesco Qqq Trust, Series 1

ETFs
58.2K
New
$481.22 - $538.17 $28M - $31.3M
58.2K $29.7B
AAPL
Apple Inc.

Technology
89.7K
New
$221.69 - $259.02 $19.9M - $23.2M
89.7K $22.5B
NVDA
Nvidia Corp

Technology
83.6K
New
$117.0 - $148.88 $9.78M - $12.4M
83.6K $11.2B
COST
Costco Wholesale Corp

Consumer Defensive
11.1K
New
$873.59 - $994.69 $9.66M - $11M
11.1K $10.1B
VHT
Vanguard Health Care ETF

ETFs
23.3K
New
$250.81 - $283.3 $5.84M - $6.6M
23.3K $5.91B
AMZN
Amazon Com Inc

Consumer Cyclical
17.8K
New
$180.88 - $232.93 $3.22M - $4.15M
17.8K $3.91B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
36.8K
New
$99.2 - $108.47 $3.65M - $3.99M
36.8K $3.67B
V
Visa Inc.

Financial Services
11.5K
New
$273.87 - $320.91 $3.16M - $3.7M
11.5K $3.64B
AVGO
Broadcom Inc.

Technology
13.7K
New
$159.67 - $250.0 $2.19M - $3.43M
13.7K $3.18B
IWR
Ishares Russell Mid Cap ETF

ETFs
32.3K
New
$87.25 - $95.52 $2.82M - $3.09M
32.3K $2.86B
MSFT
Microsoft Corp

Technology
5.92K
New
$406.35 - $454.46 $2.4M - $2.69M
5.92K $2.49B
GOOG
Alphabet Inc.

Communication Services
11.9K
New
$163.08 - $198.16 $1.95M - $2.37M
11.9K $2.27B
META
Meta Platforms, Inc.

Communication Services
3.43K
New
$554.08 - $632.68 $1.9M - $2.17M
3.43K $2.01B
TSLA
Tesla, Inc.

Consumer Cyclical
4.32K
New
$213.65 - $479.86 $924K - $2.07M
4.32K $1.75B
IDEV
Ishares Core Msci Intl Develop

ETFs
25.7K
New
$64.18 - $70.42 $1.65M - $1.81M
25.7K $1.66B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.82K
New
$567.81 - $607.81 $1.03M - $1.11M
1.82K $1.07B
GOOGL
Alphabet Inc.

Communication Services
4.94K
New
$161.86 - $196.66 $800K - $972K
4.94K $936M
VGT
Vanguard Information Technolog

ETFs
1.3K
New
$571.78 - $647.97 $745K - $844K
1.3K $810M
DFAS
Dimensional ETF Tr U S Small C

ETFs
11.5K
New
$63.58 - $71.15 $730K - $817K
11.5K $748M
LLY
Eli Lilly & CO

Healthcare
960
New
$727.2 - $932.06 $698K - $895K
960 $741M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.64K
New
$417.69 - $450.94 $686K - $741K
1.64K $699M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
15.7K
New
$44.04 - $49.49 $689K - $775K
15.7K $689M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.48K
New
$442.29 - $483.08 $655K - $715K
1.48K $671M
VO
Vanguard Mid Cap ETF

ETFs
2.45K
New
$261.5 - $284.63 $641K - $698K
2.45K $648M
MU
Micron Technology Inc

Technology
7.5K
New
$84.16 - $113.41 $631K - $851K
7.5K $631M
COIN
Coinbase Global, Inc.

Technology
2.24K
New
$163.17 - $343.62 $365K - $768K
2.24K $555M
VV
Vanguard Large Cap ETF

ETFs
1.95K
New
$260.27 - $280.65 $509K - $548K
1.95K $527M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.27K
New
$113.92 - $127.38 $487K - $544K
4.27K $492M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
15.7K
New
$26.93 - $84.95 $424K - $1.34M
15.7K $430M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.14K
New
$80.93 - $85.66 $416K - $440K
5.14K $416M
MELI
Mercadolibre Inc

Consumer Cyclical
225
New
$1666.0 - $2117.3 $375K - $476K
225 $383M
VIG
Vanguard Dividend Appreciation

ETFs
1.85K
New
N/A
1.85K $363M
DGS
Wisdomtree Emerging Markets Sm

ETFs
7.1K
New
$48.87 - $53.53 $347K - $380K
7.1K $347M
USFR
Wisdomtree Floating Rate Treas

ETFs
6.43K
New
$50.23 - $50.46 $323K - $324K
6.43K $324M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
6.25K
New
$50.67 - $50.9 $316K - $318K
6.25K $317M
VEU
Vanguard Ftse All World Ex Us

ETFs
5.34K
New
$57.29 - $63.1 $306K - $337K
5.34K $307M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.26K
New
$134.53 - $150.65 $304K - $341K
2.26K $306M
AMD
Advanced Micro Devices Inc

Technology
2.5K
New
$118.88 - $172.8 $297K - $432K
2.5K $302M
VOE
Vanguard Mid Cap Value Index F

ETFs
1.73K
New
$160.89 - $176.18 $279K - $305K
1.73K $280M
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
11.9K
New
$22.43 - $23.09 $267K - $275K
11.9K $268M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
10.5K
New
$24.55 - $25.16 $257K - $264K
10.5K $258M
MCD
Mcdonalds Corp

Consumer Cyclical
824
New
$288.47 - $316.54 $238K - $261K
824 $239M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.56K
New
$88.59 - $94.57 $227K - $242K
2.56K $228M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.46K
New
N/A
2.46K $228M
HON
Honeywell International Inc

Industrials
1K
New
$202.84 - $236.0 $203K - $236K
1K $226M
JPM
Jpmorgan Chase & CO

Financial Services
896
New
$205.18 - $250.29 $184K - $224K
896 $215M
Activity Summary
Buys All Purchases 48 New Holdings 48 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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