Long-term investor

Chokshi & Queen Wealth Advisors, Inc. @chokshiqueenwealthadviso

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002057199).

Record

  • Tracked since 2025-06-30 (431 days), 90 trades recorded
  • Returns: week n/a · month n/a · 90 days +12.7% · 6 months +8.5% · 1 year +18.2% · all +18.2%
  • Max drawdown -5.2% · Sharpe 0.79 · win rate 45% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 464287200 · 24.7% · long · since 2025-06-30
  • QQQ · 22.2% · long · since 2025-06-30
  • AAPL · 12.7% · long · since 2025-06-30
  • NVDA · 5.4% · long · since 2025-06-30
  • COST · 5.0% · long · since 2025-06-30
  • 92204A504 · 3.0% · long · since 2025-06-30
  • AMZN · 2.0% · long · since 2025-06-30
  • V · 2.0% · long · since 2025-06-30
  • 74348A467 · 1.8% · long · since 2025-06-30
  • META · 1.7% · long · since 2025-06-30
  • 464287689 · 1.6% · long · since 2025-06-30
  • 464287499 · 1.3% · long · since 2025-06-30

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