Chokshi & Queen Wealth Advisors Inc. Portfolio
Invests via Chokshi & Queen Wealth Advisors Inc. | Managed by Nimai Vrajesh Chokshi, Jennifer Ashley Queen
Invests via Chokshi & Queen Wealth Advisors Inc.
Managed by Nimai Vrajesh Chokshi, Jennifer Ashley Queen
Automatically Tracked
Company Profile
A boutique wealth management firm, Chokshi & Queen Wealth Advisors Inc. provides personalized advisory, retirement planning, fiduciary services and investment management for high-net-worth individuals and small institutions. The firm emphasizes multi-asset portfolios, financial planning-driven allocation and fee-based advisory relationships. Positioning targets affluent households seeking customized advice, tax-aware strategies and consolidated wealth oversight.
A boutique wealth management firm, Chokshi & Queen Wealth Advisors Inc. provides personalized advisory, retirement planning, fiduciary services and investment management for high-net-worth individuals and small institutions. The firm emphasizes multi-asset portfolios, financial planning-driven allocation and fee-based advisory relationships. Positioning targets affluent households seeking customized advice, tax-aware strategies and consolidated wealth oversight.
Investment Philosophy & Strategy
Boutique wealth manager emphasizing fiduciary, fee-based relationships and customized multi-asset portfolios anchored by financial-planning goals. Allocation prioritizes tax-aware, liability-driven solutions for affluent households and small institutions, blending active and low-cost passive strategies across equities, fixed income, alternatives and cash. Capital deployment favors risk budgeting, drawdown control and long-term wealth preservation with periodic rebalancing, scenario stress-testing, and integrated retirement and estate planning to align portfolio construction with life-stage objectives.
Boutique wealth manager emphasizing fiduciary, fee-based relationships and customized multi-asset portfolios anchored by financial-planning goals. Allocation prioritizes tax-aware, liability-driven solutions for affluent households and small institutions, blending active and low-cost passive strategies across equities, fixed income, alternatives and cash. Capital deployment favors risk budgeting, drawdown control and long-term wealth preservation with periodic rebalancing, scenario stress-testing, and integrated retirement and estate planning to align portfolio construction with life-stage objectives.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
30.83%
Gain +1.1%
Monthly
1.35%
Yearly
17.51%
Drawdown
21.54%
$222.39M
Equity
Holdings
$222.39M
Investment
$178.28M
$48.26M
Profit +$2.13M
Realized
$4.16M
Unrealized
$44.1M
Dividends
$2.26M
Goals
Avg. 83% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.1%
Profit
$2.13M
Win %
73%
This Week
Compared To Last Week
Gain
0.97%
Profit
$2.13M
Win %
73%
This Month
Compared to last month
Gain
4.72%
Profit
$10.02M
Win %
73%
This Year
Compared to last year
Gain
3.32%
Profit
$7.15M
Win %
71%
SNDK SanDisk Corporation
+7.39%
+$48,025 
GLW Corning Incorporated
+4.7%
+$19,370.05 
VRT Vertiv Holdings Co
+2.36%
+$30,126.47 
MU Micron Technology, Inc.
+2.3%
+$14,189.47 
FLEX Flex Ltd.
+1.5%
+$7,440 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.99%
+$2,547.99 
TSLA Tesla, Inc.
+0.68%
+$10,328.01 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.63%
+$2,392.32 
IAU iShares Gold Trust
+0.61%
+$2,364.5 
SCHD Schwab U.S. Dividend Equity ETF
+0.26%
+$1,453.95 
VO Vanguard Mid-Cap ETF
+0.26%
+$2,157.76 
AAPL Apple Inc.
+0.22%
+$63,721.69 
MCD McDonald's Corporation
+0.21%
+$484.29 
SPHQ Invesco S&P 500 Quality ETF
+0.17%
+$412.8 
IWR iShares Russell Mid-Cap ETF
+0.1%
+$2,888.27 
JPIE JPMorgan Income ETF
+0.02%
+$81.29 
VYMI Vanguard International High Dividend Yield Index Fund
+0.02%
+$43.12 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STIP iShares 0-5 Year TIPS Bond ETF
0%
$0 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
0%
$0 
AVGO Broadcom Inc.
-5.94%
-$111,685.43 
MSTR Strategy Inc.
-4.18%
-$56,230.96 
PLTR Palantir Technologies Inc.
-2.78%
-$41,618.79 
NOW ServiceNow, Inc.
-2.55%
-$11,131.25 
LLY Eli Lilly and Company
-2.38%
-$30,137.77 
ANET Arista Networks, Inc.
-2.36%
-$6,422.39 
BMNR Bitmine Immersion Technologies, Inc.
-1.15%
-$17,283 
VRSN Verisign Inc.
-1.01%
-$2,802.33 
AMZN Amazon.com Inc
-0.94%
-$45,518.1 
SPCX Space Exploration Technologies Corp. Class A
-0.91%
-$4,966.46 
META Meta Platforms Inc Class A
-0.86%
-$33,290.17 
MOAT VanEck Morningstar Wide Moat Fund
-0.59%
-$1,480.7 
BRK-B Berkshire Hathaway Inc.
-0.57%
-$4,393.5 
VIG Vanguard Dividend Appreciation ETF
-0.5%
-$2,150.04 
VHT Vanguard Health Care ETF
-0.48%
-$32,807.46 
V Visa Inc. Class A
-0.36%
-$16,086.45 
VGT Vanguard Information Technology ETF
-0.35%
-$4,484.04 
TMFC Motley Fool 100 Index ETF
-0.32%
-$984.88 
MSFT Microsoft Corp.
-0.3%
-$8,720.22 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.28%
-$1,322.44 
USMV iShares MSCI USA Min Vol Factor ETF
-0.24%
-$531.84 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.21%
-$3,006.94 
SPY SPDR S&P 500 ETF Trust
-0.2%
-$2,875.12 
IVV iShares Core S&P 500 ETF
-0.18%
-$101,702.46 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.18%
-$1,134.02 
QQQ Invesco QQQ Trust, Series 1
-0.14%
-$65,065 
GOOGL Alphabet Inc
-0.13%
-$2,726.42 
GOOG Alphabet Inc
-0.12%
-$2,379.94 
MARA MARA Holdings Inc
-0.11%
-$364 
NFLX Netflix, Inc.
-0.1%
-$972 
IWV ISHARES RUSSELL 3000 ETF
-0.1%
-$3,585.23 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.09%
-$367.24 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$369.88 
COST Costco Wholesale Corporation
-0.08%
-$8,613.8 
JPM JPMorgan Chase & Co.
-0.07%
-$381.77 
NVDA NVIDIA Corporation
-0.06%
-$8,141 
BINC iShares Flexible Income Active ETF
-0.06%
-$152.99 
VEU Vanguard FTSE All-World ex-US ETF
-0.04%
-$90.66 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$67.51 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.02%
-$673.32 Events
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Dividends
Dividend Analysis
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| Trades 300 | Longs Won 208/300 69% | Profit Factor 8.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.04M |
| Average Win $262,486.49 | Best Trade (Aug 15) $12.7M | Sharpe Ratio -10.32 |
| Average Loss -$68,850.44 | Worst Trade (Jun 30) -$728,499 | Z-Score 4.62 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $160,876.5 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.1% |
| Consecutive Losing Trades | 3,226 | 2,903 | 2,581 | 2,258 | 1,935 | 1,613 | 1,290 | 968 | 645 | 323 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 95,107 | $23.72M | $29.1M | - | $5.38M | 22.69% | +0.219% |
| AMZN Amazon.com Inc | 18,354 | $3.96M | $4.82M | - | $857,524.05 | 21.64% | -0.935% |
| ANET Arista Networks, Inc. | 1,338 | $175,318.08 | $266,021.17 | - | $90,703.09 | 51.74% | -2.357% |
| AVGO Broadcom Inc. | 4,498 | $1.55M | $1.77M | - | $219,896.54 | 14.21% | -5.943% |
| BINC iShares Flexible Income Active ETF | 5,100 | $264,843 | $265,506.01 | - | $663.01 | 0.25% | -0.058% |
| BMNR Bitmine Immersion Technologies, Inc. | 82,300 | $1.48M | $1.49M | - | $3,867 | 0.26% | -1.148% |
| BRK-B Berkshire Hathaway Inc. | 1,515 | $705,898.95 | $763,605.45 | - | $57,706.5 | 8.17% | -0.572% |
| COST Costco Wholesale Corporation | 11,485 | $10.6M | $11.04M | - | $438,473.63 | 4.14% | -0.078% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 4,723 | $414,868.32 | $472,488.92 | - | $57,620.6 | 13.89% | -0.279% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 2,709 | $1.18M | $1.45M | - | $277,460.74 | 23.58% | -0.206% |
| EVSM Eaton Vance Short Duration Municipal Opportunities Fund | 4,815 | $241,668 | $241,785.22 | - | $117.22 | 0.05% | 0.0 |
| FLEX Flex Ltd. | 4,000 | $231,880 | $504,640 | - | $272,760 | 117.63% | +1.496% |
| GLW Corning Incorporated | 2,600 | $664,118 | $431,574.03 | - | -$232,543.97 | -35.02% | +4.699% |
| GOOG Alphabet Inc | 5,950 | $1.26M | $2.04M | - | $785,915.66 | 62.47% | -0.116% |
| GOOGL Alphabet Inc | 5,927 | $1.23M | $2.05M | - | $820,605.93 | 66.74% | -0.133% |
| IAU iShares Gold Trust | 4,729 | $416,908 | $389,102.12 | - | -$27,805.88 | -6.67% | +0.611% |
| IJT iShares S&P Small-Cap 600 Growth ETF | 2,136 | $290,021.77 | $381,276 | - | $91,254.23 | 31.46% | +0.631% |
| IVV iShares Core S&P 500 ETF | 71,121 | $42.62M | $55.48M | - | $12.85M | 30.16% | -0.183% |
| IWR iShares Russell Mid-Cap ETF | 26,257 | $2.32M | $3.01M | - | $692,756.46 | 29.83% | +0.096% |
| IWV ISHARES RUSSELL 3000 ETF | 7,967 | $2.67M | $3.53M | - | $859,002.18 | 32.22% | -0.102% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Chokshi & Queen Wealth Advisors Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Vertiv Holdings Co - $1.64M, NVIDIA Corporation - $1.25M, Coinbase Global, Inc - $1.06M, Tesla, Inc - $850,825.74, and iShares Core S&P 500 ETF - $774,764.85. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Robinhood Markets, Inc - $768,411.67, Strategy Inc - $733,958.25, Broadcom Inc - $211,188.17, Salesforce Inc - $151,314, and Honeywell International Inc - $120,735. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Chokshi & Queen Wealth Advisors Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.26M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $774,764.85, Invesco QQQ Trust, Series 1 - $261,452.39, Apple Inc - $168,642.05, Vanguard Health Care ETF - $146,736.52, and ProShares S&P 500 Dividend Aristocrats ETF - $111,307.57. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Chokshi & Queen Wealth Advisors Inc.'s monthly returns?
Chokshi & Queen Wealth Advisors Inc.'s monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Chokshi & Queen Wealth Advisors Inc.'s strategy be considered aggressive or moderate?
Chokshi & Queen Wealth Advisors Inc.'s strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Chokshi & Queen Wealth Advisors Inc.'s strategy?
Chokshi & Queen Wealth Advisors Inc.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
