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:
33.68%
Gain 0%
Monthly
1.36%
Yearly
17.62%
Drawdown
21.54%
$226.75M
Equity
Holdings
$226.75M
Investment
$178.28M
$52.62M
Profit +$5,592.22
Realized
$4.16M
Unrealized
$48.46M
Dividends
$2.59M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.001%
Profit
$5,592.22
Win %
73%
This Week
Compared To Last Week
Gain
-1.1%
Profit
-$2.52M
Win %
73%
This Month
Compared to last month
Gain
0.73%
Profit
$1.65M
Win %
73%
This Year
Compared to last year
Gain
5.35%
Profit
$11.51M
Win %
71%
LLY Eli Lilly and Company
+5.22%
+$65,887.29 
NOW ServiceNow, Inc.
+4.84%
+$23,187.25 
MSTR Strategy Inc.
+3.82%
+$75,828.61 
NFLX Netflix, Inc.
+3.07%
+$26,312.04 
VHT Vanguard Health Care ETF
+2.49%
+$173,643.28 
MCD McDonald's Corporation
+2.25%
+$4,483.95 
V Visa Inc. Class A
+2.04%
+$98,992 
BMNR Bitmine Immersion Technologies, Inc.
+1.94%
+$35,553.6 
MOAT VanEck Morningstar Wide Moat Fund
+1.74%
+$4,199 
SCHD Schwab U.S. Dividend Equity ETF
+1.41%
+$7,673.62 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.29%
+$48,815.7 
MSFT Microsoft Corp.
+1.24%
+$38,946.12 
IAU iShares Gold Trust
+1.1%
+$4,019.65 
USMV iShares MSCI USA Min Vol Factor ETF
+0.93%
+$2,083.04 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.91%
+$12,732.3 
VIG Vanguard Dividend Appreciation ETF
+0.85%
+$3,583.4 
COST Costco Wholesale Corporation
+0.69%
+$77,282.57 
VYMI Vanguard International High Dividend Yield Index Fund
+0.63%
+$1,379.84 
IWR iShares Russell Mid-Cap ETF
+0.62%
+$17,723.47 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.59%
+$1,262.52 
IJT iShares S&P Small-Cap 600 Growth ETF
+0.58%
+$1,986.48 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.56%
+$2,597.65 
VO Vanguard Mid-Cap ETF
+0.44%
+$3,432.8 
VRSN Verisign Inc.
+0.44%
+$1,266.35 
AAPL Apple Inc.
+0.43%
+$139,065.46 
BRK-B Berkshire Hathaway Inc.
+0.42%
+$3,370.89 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.4%
+$1,756.93 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
+0.23%
+$553.73 
JPIE JPMorgan Income ETF
+0.21%
+$772.25 
STIP iShares 0-5 Year TIPS Bond ETF
+0.17%
+$617.23 
GOOGL Alphabet Inc
+0.17%
+$3,437.66 
GOOG Alphabet Inc
+0.12%
+$2,558.5 
IWV ISHARES RUSSELL 3000 ETF
+0.12%
+$4,302.18 
BINC iShares Flexible Income Active ETF
+0.11%
+$280.5 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$337.55 
SPY SPDR S&P 500 ETF Trust
+0.06%
+$840.15 
IVV iShares Core S&P 500 ETF
+0.05%
+$27,025.98 
NFLT Virtus Newfleet Multi-Sector Bond ETF
+0.05%
+$187.29 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.04%
+$261 
VEU Vanguard FTSE All-World ex-US ETF
+0.02%
+$45.33 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VRT Vertiv Holdings Co
-6.41%
-$63,546 
ANET Arista Networks, Inc.
-6.05%
-$15,828.54 
FLEX Flex Ltd.
-5.78%
-$23,200 
GLW Corning Incorporated
-4.07%
-$14,898 
SPCX Space Exploration Technologies Corp. Class A
-3.9%
-$22,869 
SNDK SanDisk Corporation
-3.6%
-$21,469.3 
MARA MARA Holdings Inc
-3.22%
-$9,646 
AVGO Broadcom Inc.
-2.38%
-$37,114.8 
TSLA Tesla, Inc.
-1.96%
-$32,213.51 
NVDA NVIDIA Corporation
-1.92%
-$247,027.02 
VGT Vanguard Information Technology ETF
-1.06%
-$13,608.54 
PLTR Palantir Technologies Inc.
-0.86%
-$14,399.93 
QQQ Invesco QQQ Trust, Series 1
-0.73%
-$347,707.36 
META Meta Platforms Inc Class A
-0.65%
-$30,915.71 
MU Micron Technology, Inc.
-0.58%
-$3,478.22 
AMZN Amazon.com Inc
-0.26%
-$12,297.18 
JPM JPMorgan Chase & Co.
-0.25%
-$1,165.83 
TMFC Motley Fool 100 Index ETF
-0.15%
-$454.56 
SPHQ Invesco S&P 500 Quality ETF
-0.01%
-$27.52 Events
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Dividends
Dividend Analysis
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No Data
| Trades 300 | Longs Won 209/300 69% | Profit Factor 9.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.12M |
| Average Win $280,233.07 | Best Trade (Oct 14) $12.94M | Sharpe Ratio -10.32 |
| Average Loss -$65,339.45 | Worst Trade (Jun 30) -$728,499 | Z-Score 5.44 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 4d | Expectancy $175,409.41 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.12% |
| Consecutive Losing Trades | 3,472 | 3,125 | 2,778 | 2,431 | 2,083 | 1,736 | 1,389 | 1,042 | 694 | 347 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 95,107 | $23.72M | $32.76M | - | $9.04M | 38.13% | +0.426% |
| AMZN Amazon.com Inc | 18,354 | $3.96M | $4.65M | - | $687,933.27 | 17.36% | -0.264% |
| ANET Arista Networks, Inc. | 1,338 | $175,318.08 | $245,643.42 | - | $70,325.34 | 40.11% | -6.054% |
| AVGO Broadcom Inc. | 4,498 | $1.55M | $1.52M | - | -$27,454.74 | -1.77% | -2.383% |
| BINC iShares Flexible Income Active ETF | 5,100 | $264,843 | $258,493.5 | - | -$6,349.5 | -2.4% | +0.109% |
| BMNR Bitmine Immersion Technologies, Inc. | 82,300 | $1.48M | $1.87M | - | $382,611.6 | 25.78% | +1.942% |
| BRK-B Berkshire Hathaway Inc. | 1,515 | $705,898.95 | $800,791.14 | - | $94,892.19 | 13.44% | +0.423% |
| COST Costco Wholesale Corporation | 11,485 | $10.6M | $11.36M | - | $755,792.97 | 7.13% | +0.685% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 4,723 | $414,868.32 | $469,891.27 | - | $55,022.95 | 13.26% | +0.556% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 2,709 | $1.18M | $1.41M | - | $232,843.54 | 19.79% | +0.912% |
| EVSM Eaton Vance Short Duration Municipal Opportunities Fund | 4,815 | $241,668 | $238,559.17 | - | -$3,108.83 | -1.29% | +0.233% |
| FLEX Flex Ltd. | 4,000 | $231,880 | $378,200 | - | $146,320 | 63.1% | -5.78% |
| GLW Corning Incorporated | 2,600 | $664,118 | $351,416 | - | -$312,702 | -47.09% | -4.067% |
| GOOG Alphabet Inc | 5,950 | $1.26M | $2.05M | - | $789,128.6 | 62.72% | +0.125% |
| GOOGL Alphabet Inc | 5,927 | $1.23M | $2.06M | - | $834,356.63 | 67.86% | +0.167% |
| IAU iShares Gold Trust | 4,729 | $416,908 | $368,483.68 | - | -$48,424.32 | -11.62% | +1.103% |
| IJT iShares S&P Small-Cap 600 Growth ETF | 2,136 | $290,021.77 | $341,973.6 | - | $51,951.83 | 17.91% | +0.584% |
| IVV iShares Core S&P 500 ETF | 71,121 | $42.62M | $55.01M | - | $12.39M | 29.06% | +0.049% |
| IWR iShares Russell Mid-Cap ETF | 26,257 | $2.32M | $2.86M | - | $537,183.73 | 23.13% | +0.624% |
| IWV ISHARES RUSSELL 3000 ETF | 7,967 | $2.67M | $3.47M | - | $803,551.86 | 30.14% | +0.124% |
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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 - $1.27M, Coinbase Global, Inc - $1.06M, iShares Core S&P 500 ETF - $931,416.68, and Tesla, Inc - $850,825.74. 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 - $208,264.47, 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 $2.59M earned over time. The largest contributors to dividend income include iShares Core S&P 500 ETF - $931,416.68, Invesco QQQ Trust, Series 1 - $310,344.18, Apple Inc - $168,642.05, Vanguard Health Care ETF - $167,640.62, and ProShares S&P 500 Dividend Aristocrats ETF - $130,330.88. 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.
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