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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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:
3.41%
Gain
Monthly
0.18%
Yearly
2.2%
Drawdown
21.67%
$215.82M
Equity
Holdings
$215.82M
Investment
$176.77M
$44.4M
Profit -$2.08M
Realized
$5.36M
Unrealized
$39.04M
Dividends
$2.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.08M
Win %
73%
This Week
Compared To Last Week
Gain
-0.88%
Profit
-$1.91M
Win %
73%
This Month
Compared to last month
Gain
1.14%
Profit
$2.43M
Win %
73%
This Year
Compared to last year
Gain
15.32%
Profit
$28.67M
Win %
74%
LLY Eli Lilly and Company
+1.56%
+$13,976.5 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.01%
+$2,611.17 
HON Honeywell International Inc.
+0.96%
+$1,085 
IAU iShares Gold Trust
+0.87%
+$3,073.85 
BRK-B Berkshire Hathaway Inc.
+0.8%
+$7,333.59 
JPM JPMorgan Chase & Co.
+0.64%
+$2,096.6 
VHT Vanguard Health Care ETF
+0.55%
+$34,823.47 
AAPL Apple Inc.
+0.4%
+$122,964.99 
SCHD Schwab U.S. Dividend Equity ETF
+0.3%
+$1,557.06 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.3%
+$10,669.54 
STIP iShares 0-5 Year TIPS Bond ETF
+0.13%
+$458.51 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$230.76 
COST Costco Wholesale Corporation
+0.07%
+$7,190.93 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.06%
+$292.53 
VRSN Verisign Inc.
+0.06%
+$148.8 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.05%
+$168.78 
JPIE JPMorgan Income ETF
+0.03%
+$74.31 
FBYD Falcon's Beyond Global Inc.
-14.22%
-$18,816.36 
NFLX Netflix, Inc.
-8.51%
-$82,036.8 
MARA MARA Holdings Inc
-6.22%
-$7,760.3 
HOOD Robinhood Markets, Inc.
-5.49%
-$106,924.98 
META Meta Platforms Inc Class A
-5.24%
-$267,090.48 
FLEX Flex Ltd.
-3.15%
-$15,240 
COIN Coinbase Global, Inc.
-3.07%
-$30,147.01 
TSLA Tesla, Inc.
-2.64%
-$40,917.13 
BMNR Bitmine Immersion Technologies, Inc.
-2.62%
-$18,103.5 
MELI MercadoLibre, Inc.
-2.51%
-$12,338.41 
MSFT Microsoft Corp.
-2.49%
-$54,810.11 
ANET Arista Networks, Inc.
-2.04%
-$14,702.56 
PLTR Palantir Technologies Inc.
-2.04%
-$13,502.72 
GOOGL Alphabet Inc
-2.03%
-$37,994.4 
GOOG Alphabet Inc
-2.02%
-$37,674.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.88%
-$17,373.92 
V Visa Inc. Class A
-1.81%
-$83,179.8 
VRT Vertiv Holdings Co
-1.73%
-$6,375 
NVDA NVIDIA Corporation
-1.65%
-$203,531.04 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-1.55%
-$6,957.02 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$670,122.67 
AVGO Broadcom Inc.
-1.45%
-$48,145.95 
VGT Vanguard Information Technology ETF
-1.3%
-$15,427.52 
CRM Salesforce Inc
-1.19%
-$3,074.99 
TMFC Motley Fool 100 Index ETF
-1.13%
-$3,432 
SPHQ Invesco S&P 500 Quality ETF
-1.03%
-$2,500.08 
IWV ISHARES RUSSELL 3000 ETF
-0.85%
-$28,989.26 
VEU Vanguard FTSE All-World ex-US ETF
-0.83%
-$2,077.4 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.76%
-$3,626 
IVV iShares Core S&P 500 ETF
-0.71%
-$370,655.1 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$9,672.93 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.69%
-$4,293 
MOAT VanEck Morningstar Wide Moat Fund
-0.66%
-$1,719.62 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.66%
-$2,471.52 
DFAS Dimensional U.S. Small Cap ETF
-0.6%
-$5,629.12 
NOW ServiceNow, Inc.
-0.58%
-$2,151 
MSTR Strategy Inc.
-0.48%
-$8,110.37 
AMZN Amazon.com Inc
-0.48%
-$21,067.76 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$10,591.6 
VYMI Vanguard International High Dividend Yield Index Fund
-0.16%
-$353.76 
VO Vanguard Mid-Cap ETF
-0.09%
-$686.56 
MCD McDonald's Corporation
-0.08%
-$192.05 
VIG Vanguard Dividend Appreciation ETF
-0.07%
-$288.42 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.06%
-$808.52 
NFLT Virtus Newfleet Multi-Sector Bond ETF
-0.04%
-$183.62 
EVSM Eaton Vance Short Duration Municipal Opportunities Fund
-0.03%
-$71.79 
BINC iShares Flexible Income Active ETF
-0.03%
-$76.5 Events
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Dividends
Dividend Analysis
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| Trades 251 | Longs Won 175/251 69% | Profit Factor 8.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $286,709.53 | Best Trade (Jul 13) $12.38M | Sharpe Ratio -11.08 |
| Average Loss -$75,993.16 | Worst Trade (Jul 17) -$769,045.75 | Z-Score 4.28 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4d | Expectancy $176,887.2 |
| 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% | 0.08% |
| Consecutive Losing Trades | 2,841 | 2,557 | 2,273 | 1,989 | 1,705 | 1,420 | 1,136 | 852 | 568 | 284 |
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