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NIMAI CHOKSHI

Chokshi & Queen Wealth Advisors, Inc

Assets Managed
$187.151M
Holdings
64
Last Quarter
2026 - Q1
Filed Date
12d ago
Growth Rate
-2.22%(2Q avg: -0.44%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chokshi & Queen Wealth Advisors, Inc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 64 positions.

Assets under management

The assets under management (AUM) of Chokshi & Queen Wealth Advisors, Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 187.151M in assets, with a quarterly growth rate of -2.22% and a 2-quarter average growth rate of -0.44%. The portfolio is managed by NIMAI CHOKSHI, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Increased 1.57%
24.05%
$45.003M
68,895 shares@ $653.22 avg price
QQQ
Invesco Qqq Trust Series 1
Recent Activity
Increased 1.27%
19.24%
$35.997M
62,366 shares@ $577.19 avg price
AAPL
Apple Inc
Recent Activity
Increased 1.82%
12.64%
$23.642M
93,156 shares@ $253.8 avg price
COST
Costco Wholesale Corp
Recent Activity
Increased 3.18%
5.99%
$11.196M
11,236 shares@ $996.44 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.49%
5.55%
$10.379M
59,512 shares@ $174.41 avg price
VHT
Vanguard Health Care Etf
Recent Activity
Decreased -1.89%
3.05%
$5.696M
20,915 shares@ $272.34 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -6.36%
2.35%
$4.385M
7,664 shares@ $572.13 avg price
V
Visa Inc-class A Shares
Recent Activity
Increased 2.24%
2.04%
$3.809M
12,603 shares@ $302.25 avg price
AMZN
Amazon.com Inc
Recent Activity
Increased 4.84%
1.98%
$3.687M
17,704 shares@ $208.28 avg price
NOBL
Proshares S&p 500 Dividend A
Recent Activity
Decreased -1.58%
1.78%
$3.327M
31,381 shares@ $106.02 avg price

1-10 of 64