Loading…
CIK 0002057199 • 6 13F filings • May 20, 2025 – Aug 14, 2026
Import this data to Google Sheets with:
=jivedata("chokshi-queen-wealth-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $1.5M | 0.8%Prev: 0.5% | 5,277 SH | Increased+333 SH |
| ALPHABET INC | CAP STK CL C | $1.5M | 0.8%Prev: 0.5% | 5,284 SH | Increased+445 SH |
| AMAZON COM INC | COM | $3.7M | 2.0%Prev: 2.3% | 17,704 SH | Decreased-2,399 SH |
| APPLE INC | COM | $23.6M | 12.6%Prev: 12.2% | 93,156 SH | Increased+3,254 SH |
| ARISTA NETWORKS INC | COM SHS | $525K | 0.3% | 4,274 SH | New |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $894K | 0.5%Prev: 0.5% | 1,866 SH | Increased+386 SH |
| BITMINE IMMERSION TECNOLOGIE | COM NEW | $884K | 0.5% | 44,700 SH | New |
| BLACKROCK ETF TRUST II | ISHARES FLEXIBLE | $265K | 0.1% | 5,100 SH | New |
| BROADCOM INC | COM | $2.7M | 1.5%Prev: 0.3% | 8,883 SH | Increased+5,678 SH |
| COINBASE GLOBAL INC | COM CL A | $1.1M | 0.6%Prev: 1.2% | 6,115 SH | Decreased-5,520 SH |
| COSTCO WHOLESALE CORPORATION | COM | $11.2M | 6.0% | 11,236 SH | New |
| DIMENSIONAL ETF TRUST | US SMALL CAP ETF | $817K | 0.4%Prev: 0.4% | 11,488 SH | Increased |
| ELI LILLY & CO | COM | $704K | 0.4%Prev: 0.5% | 765 SH | Decreased-181 SH |
| ETFIS SER TR I | VIRTUS NEWFLEET | $418K | 0.2%Prev: 0.2% | 18,362 SH | Increased+6,446 SH |
| FALCONS BEYOND GLOBAL INC | COM CL A | $152K | 0.1% | 10,814 SH | New |
| FIRST TR EXCHNG TRADED FD VI | SMITH UNCONSTRAI | $483K | 0.3% | 19,502 SH | New |
| FLEXTRONICS INTL LTD | ORD | $262K | 0.1% | 4,000 SH | New |
| HONEYWELL INTL INC | COM | $226K | 0.1%Prev: 0.1% | 1,000 SH | Increased |
| INVESCO EXCHANGE TRADED FD T | AEROSPACE DEFN | $253K | 0.1% | 1,527 SH | New |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | $214K | 0.1% | 2,841 SH | New |
| INVESCO QQQ TR | UNIT SER 1 | $36.0M | 19.2%Prev: 16.5% | 62,366 SH | Increased+4,580 SH |
| ISHARES GOLD TR | ISHARES NEW | $417K | 0.2%Prev: 0.1% | 4,729 SH | Increased+717 SH |
| ISHARES TR | 0-5 YR TIPS ETF | $365K | 0.2% | 3,527 SH | New |
| ISHARES TR | CORE S&P500 ETF | $45.0M | 24.0%Prev: 21.4% | 68,895 SH | Increased+6,540 SH |
| ISHARES TR | MSCI USA MIN VOL | $238K | 0.1%Prev: 0.1% | 2,564 SH | Decreased |
| ISHARES TR | RUS MID CAP ETF | $2.6M | 1.4%Prev: 1.6% | 26,479 SH | Decreased-3,964 SH |
| ISHARES TR | RUSSELL 3000 ETF | $3.0M | 1.6%Prev: 1.7% | 7,986 SH | Increased-771 SH |
| ISHARES TR | S&P SML 600 GWT | $314K | 0.2%Prev: 0.2% | 2,168 SH | Increased-118 SH |
| J P MORGAN EXCHANGE TRADED F | INCOME ETF | $228K | 0.1% | 4,954 SH | New |
| J P MORGAN EXCHANGE TRADED F | ULTRA SHT MUNCPL | $344K | 0.2%Prev: 0.2% | 6,751 SH | Increased+506 SH |
| JPMORGAN CHASE & CO | COM | $280K | 0.1% | 953 SH | New |
| MARA HOLDINGS INC | COM | $89K | 0.0% | 10,930 SH | New |
| MCDONALDS CORP | COM | $260K | 0.1%Prev: 0.2% | 835 SH | Increased+11 SH |
| MERCADOLIBRE INC | COM | $458K | 0.2%Prev: 0.3% | 265 SH | Decreased+22 SH |
| META PLATFORMS INC | CL A | $4.4M | 2.3%Prev: 0.7% | 7,664 SH | Increased+5,588 SH |
| MICROSOFT CORP | COM | $2.0M | 1.1%Prev: 1.1% | 5,492 SH | Increased+631 SH |
| MORGAN STANLEY ETF TRUST | EATON VANCE SHRT | $240K | 0.1% | 4,786 SH | New |
| NETFLIX INC. | COM | $1.2M | 0.7% | 12,960 SH | New |
| NVIDIA CORPORATION | COM | $10.4M | 5.5%Prev: 7.1% | 59,512 SH | Decreased-48,144 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $721K | 0.4% | 4,928 SH | New |
| PROSHARES TR | S&P 500 DV ARIST | $3.3M | 1.8%Prev: 2.1% | 31,381 SH | Decreased-2,691 SH |
| RBB FD INC | MOTLEY FOL ETF | $257K | 0.1% | 3,900 SH | New |
| ROBINHOOD MKTS INC | COM CL A | $1.3M | 0.7% | 18,372 SH | New |
| SALESFORCE INC | COM | $280K | 0.1% | 1,500 SH | New |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | $477K | 0.3%Prev: 0.2% | 15,555 SH | Increased+935 SH |
| SERVICENOW INC | COM | $375K | 0.2% | 3,585 SH | New |
| STATE STR SPDR DOW JONES IND | UT SER 1 | $1.3M | 0.7% | 2,788 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $1.2M | 0.6% | 1,867 SH | New |
| STRATEGY INC | CL A NEW | $2.2M | 1.2% | 17,825 SH | New |
| TESLA INC | COM | $1.5M | 0.8%Prev: 1.8% | 3,961 SH | Decreased-7,116 SH |
| VANECK ETF TRUST | MRNGSTR WDE MOAT | $234K | 0.1%Prev: 0.1% | 2,422 SH | Increased-33 SH |
| VANGUARD INDEX FDS | LARGE CAP ETF | $538K | 0.3%Prev: 0.3% | 1,800 SH | Increased-154 SH |
| VANGUARD INDEX FDS | MID CAP ETF | $704K | 0.4%Prev: 0.4% | 2,452 SH | Increased |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $229K | 0.1%Prev: 0.2% | 3,055 SH | Decreased-2,497 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $850K | 0.5%Prev: 0.4% | 15,723 SH | Increased+73 SH |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | $376K | 0.2%Prev: 0.2% | 1,748 SH | Increased-105 SH |
| VANGUARD WHITEHALL FDS | INTL HIGH ETF | $208K | 0.1% | 2,211 SH | New |
| VANGUARD WORLD FD | HEALTH CAR ETF | $5.7M | 3.0%Prev: 3.7% | 20,915 SH | Decreased-1,963 SH |
| VANGUARD WORLD FD | INF TECH ETF | $909K | 0.5%Prev: 0.4% | 1,303 SH | Increased |
| VERISIGN INC | COM | $231K | 0.1%Prev: 0.1% | 930 SH | Decreased |
| VERTIV HOLDINGS CO | COM CL A | $313K | 0.2%Prev: 0.3% | 1,250 SH | Decreased-5,530 SH |
| VISA INC | COM CL A | $3.8M | 2.0%Prev: 2.4% | 12,603 SH | Decreased+1,210 SH |
| WISDOMTREE TR | EMG MKTS SMCAP | $427K | 0.2%Prev: 0.2% | 7,099 SH | Increased |
| WISDOMTREE TR | US QTLY DIV GRT | $430K | 0.2%Prev: 0.3% | 4,900 SH | Increased-241 SH |
| 13F-HR |
| 0001172661-26-003523 |
| $215.9M |
| View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002805 | $174.6M | View |
| May 18, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002404 | $187.2M | View |
| May 20, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002421 | $164.0M | View |