Chokshi & Queen Wealth Advisors, Inc
13F Portfolio Filings
Most recent 13F
Q1 2025
Location
San Diego, CA
CIK
0002057199
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q1 2025
53
163,953
IVV, QQQ, AAPL, COST
13F-HR
5/20/2025
000117266125002421
Q4 2024
48
161,140
IVV, QQQ, AAPL, NVDA
13F-HR
2/25/2025
000117266125001339