Chokshi & Queen Wealth Advisors, Inc - Portfolio overview

Chokshi & Queen Wealth Advisors, Inc has 68 reported holdings in this dataset, with the latest filing dated 2026-05-18.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES TR, 23.71%
2. QQQ - INVESCO QQQ TR, 18.96%
3. AAPL - APPLE INC, 12.46%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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