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 (441 days), 90 trades recorded
- Returns: week n/a · month n/a · 90 days +12.7% · 6 months n/a · 1 year +18.2% · all +18.2%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IVV · 24.7% · long · since 2025-06-30
- 46090E103 · 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
- VHT · 3.0% · long · since 2025-06-30
- AMZN · 2.0% · long · since 2025-06-30
- V · 2.0% · long · since 2025-06-30
- NOBL · 1.8% · long · since 2025-06-30
- META · 1.7% · long · since 2025-06-30
- IWV · 1.6% · long · since 2025-06-30
- IWR · 1.3% · long · since 2025-06-30