CQW

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

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Tracking: 0 Updated: 6 hours ago

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.

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.

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:

2.12%

Gain -0.89%

Monthly

0.12%

Yearly

1.48%

Drawdown

34.4%

$169.41M

Equity

Holdings

$169.41M

Investment

$169.38M

$3.74M

Profit -$1.71M

Realized

$3.71M

Unrealized

$31,676.28

Dividends

$1.7M

Goals

Avg. 0% completed goals

Today

Compared To Yesterday

Gain

-0.89%

Profit

-$1.71M

Win %

62%

This Week

Compared To Last Week

Gain

-0.61%

Profit

-$1.04M

Win %

62%

This Month

Compared to last month

Gain

-0.61%

Profit

-$1.04M

Win %

62%

This Year

Compared to last year

Gain

9.47%

Profit

$14.66M

Win %

62%

Gainers
Losers

META Meta Platforms Inc Class A

+4.24%

+$207,489.75

LLY Eli Lilly and Company

+1.76%

+$11,943.36

FLEX Flex Ltd.

+1.57%

+$10,040

BRK-B Berkshire Hathaway Inc.

+0.89%

+$6,592.86

VHT Vanguard Health Care ETF

+0.85%

+$49,457.55

COST Costco Wholesale Corporation

+0.79%

+$82,328.4

TSLA Tesla, Inc.

+$63.01

JPM JPMorgan Chase & Co.

QQQN VictoryShares Nasdaq Next 50 ETF

FBYD Falcon's Beyond Global Inc.

-8.51%

-$14,166.34

NOW ServiceNow, Inc.

-7.62%

-$38,287.55

PLTR Palantir Technologies Inc.

-6.53%

-$46,879.53

COIN Coinbase Global, Inc.

-6.19%

-$59,665.8

BMNR Bitmine Immersion Technologies, Inc.

-6.07%

-$14,715

HOOD Robinhood Markets, Inc.

-6.02%

-$80,393.4

SOFI SoFi Technologies, Inc.

-5.97%

-$8,162

CRM Salesforce Inc

-5.04%

-$15,195

NVDA NVIDIA Corporation

-3.55%

-$478,470.96

MSFT Microsoft Corp.

-3.11%

-$73,635.24

AMZN Amazon.com Inc

-2.53%

-$109,765.5

NFLX Netflix, Inc.

-2.17%

-$22,172.5

STRC Strategy Inc

-2.13%

-$29,561

MELI MercadoLibre, Inc.

-2.05%

-$9,086.85

AAPL Apple Inc.

-1.58%

-$455,646.01

VGT Vanguard Information Technology ETF

-1.49%

-$19,492.88

VWO Vanguard FTSE Emerging Markets ETF

-1.41%

-$13,521.78

DGS WisdomTree Emerging Markets SmallCap Dividend Fund

-1.29%

-$6,059.71

V Visa Inc. Class A

-1.16%

-$45,367.04

DIA SPDR Dow Jones Industrial Average ETF Trust

-1.14%

-$16,994

MCD McDonald's Corporation

-1.07%

-$2,471.61

VRT Vertiv Holdings Co.

-0.87%

-$38,902.5

GOOGL Alphabet Inc

-0.79%

-$15,055.04

DFAS Dimensional U.S. Small Cap ETF

-0.78%

-$7,065.12

GOOG Alphabet Inc

-0.76%

-$12,203.13

IWV ISHARES RUSSELL 3000 ETF

-0.73%

-$24,933.58

SPY SPDR S&P 500 ETF Trust

-0.72%

-$9,530.88

IVV iShares Core S&P 500 ETF

-0.71%

-$366,971.12

VV Vanguard Large-Cap Index Fund ETF Shares

-0.68%

-$3,083.82

IJT iShares S&P Small-Cap 600 Growth ETF

-0.58%

-$2,237.25

AVGO Broadcom Inc.

-0.49%

-$22,201.92

ANET Arista Networks, Inc.

-0.47%

-$3,879.42

VO Vanguard Mid-Cap ETF

-0.46%

-$3,628.96

IWR iShares Russell Mid-Cap ETF

-0.24%

-$6,856.46

VRSN Verisign Inc.

-0.16%

-$437.1

NOBL ProShares S&P 500 Dividend Aristocrats ETF

-0.13%

-$4,464.32

SCHD Schwab U.S. Dividend Equity ETF

-0.08%

-$388.87

Events

Dividends

Dividend Analysis

No Data

Trades 199	Longs Won 126/199 63%	Profit Factor 1.11
Profitability	Shorts Won 0/0 0%	Standard Deviation $2.18M
Average Win $306,951.72	Best Trade (Jun 02) $10.9M	Sharpe Ratio -11.72
Average Loss -$478,528.06	Worst Trade (May 19) -$27.71M	Z-Score 0.01 (0.71%)
Commissions $0	Avg. Trade Length 9m 1w 6d	Expectancy $18,810.89

Loss Size	100%	90%	80%	70%	60%	50%	40%	30%	20%	10%
Probability of Loss	<0.01%	4.61%	11.63%	20%	29.38%	39.59%	50.52%	62.08%	74.21%	86.86%
Consecutive Losing Trades	354	319	283	248	212	177	142	106	71	35