Institutional filer · SEC 13F · Q4 2024
Chokshi & Queen Wealth Advisors, Inc
The reported 13F portfolio of Chokshi & Queen Wealth Advisors, Inc (CIK 2057199) - top holdings, how concentrated the book is, and what changed last quarter.
- $161.1M
- Reported book
- 48
- Positions
- #240
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, Chokshi & Queen Wealth Advisors, Inc ranks #240 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q4 2024 the reported book is $161.1M across 48 positions, a concentrated portfolio led by a few core positions.
- $161.1M
- reported 13F value
- 48
- disclosed positions
- 22.8%
- in ISHARES TR
- #240
- of 360 filers
Top-5 share 68.4% → TOP-HEAVY book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, Chokshi & Queen Wealth Advisors, Inc ranks #240 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where Chokshi & Queen Wealth Advisors, Inc sits by disclosed position count
Chokshi & Queen Wealth Advisors, Inc reports 48 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
Chokshi & Queen Wealth Advisors, Inc vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
48 273rd of 360 higher than 87 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
Chokshi & Queen Wealth Advisors, Inc reports a book ($0.16B) concentrated across only 48 disclosed positions -- fewer than the 72-position median among similarly sized filers.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 2057199 · Q4 2024 $161M book
BOOK-LIGHT · POS-CORE · CONC-DOM · LEAD-DOM · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #240/360
- POS-CORE 48 names
- CONC-DOM 68% top-5
- LEAD-DOM 22.8% ISHARES TR
- PHOTO-FINISH Magnolia Wealth ,
- TREND-FLAT Book steady
- FY-SNAPSHOT Q4 2024
Photo-finish peer on reported book: Magnolia Wealth Management, LLC
Read with: Ownership concentration guide - Chokshi & Queen Wealth Advisors, Inc's top-five positions weigh 68% of its reported book — read concentration before inferring strategy.
Reported-book neighbourhood · Chokshi & Queen Wealth Advisors, Inc
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$161.1M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
| # | Security | Value | % of book |
|---|---|---|---|
| 1 | ISHARES TR | $36.7M | 22.8% |
| 2 | INVESCO QQQ TR | $29.7M | 18.4% |
| 3 | APPLE INC | $22.5M | 13.9% |
| 4 | NVIDIA CORPORATION | $11.2M | 7.0% |
| 5 | COSTCO WHSL CORP NEW | $10.1M | 6.3% |
| 6 | VANGUARD WORLD FD | $5.9M | 3.7% |
| 7 | AMAZON COM INC | $3.9M | 2.4% |
| 8 | PROSHARES TR | $3.7M | 2.3% |
| 9 | VISA INC | $3.6M | 2.3% |
| 10 | BROADCOM INC | $3.2M | 2.0% |
| 11 | ISHARES TR | $3.0M | 1.8% |
| 12 | ISHARES TR | $2.9M | 1.8% |
| 13 | MICROSOFT CORP | $2.5M | 1.6% |
| 14 | ALPHABET INC | $2.3M | 1.4% |
| 15 | META PLATFORMS INC | $2.0M | 1.2% |
| 16 | TESLA INC | $1.7M | 1.1% |
| 17 | ISHARES TR | $1.7M | 1.0% |
| 18 | SPDR S&P 500 ETF TR | $1.1M | 0.7% |
| 19 | ALPHABET INC | $936K | 0.6% |
| 20 | VANGUARD WORLD FD | $810K | 0.5% |
| 21 | DIMENSIONAL ETF TRUST | $748K | 0.5% |
| 22 | ELI LILLY & CO | $741K | 0.5% |
| 23 | SPDR DOW JONES INDL AVERAGE | $699K | 0.4% |
| 24 | VANGUARD INTL EQUITY INDEX F | $689K | 0.4% |
| 25 | BERKSHIRE HATHAWAY INC DEL | $671K | 0.4% |
Latest Quarter Trades · Q4 2024
New positions (48)
Frequently Asked Questions
- How big is Chokshi & Queen Wealth Advisors, Inc's 13F portfolio?
- Chokshi & Queen Wealth Advisors, Inc reports $161.1M of long US-equity positions across 48 securities as of Q4 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does Chokshi & Queen Wealth Advisors, Inc sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, Chokshi & Queen Wealth Advisors, Inc ranks #240 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is Chokshi & Queen Wealth Advisors, Inc's largest position?
- Chokshi & Queen Wealth Advisors, Inc's largest reported position is ISHARES TR at $36.7M, about 22.8% of its reported book as of Q4 2024.
- What did Chokshi & Queen Wealth Advisors, Inc trade last quarter?
- In its Q4 2024 filing, Chokshi & Queen Wealth Advisors, Inc opened 48 new positions. Each change is drawn from a line in the firm's 13F-HR filing and can be verified on SEC EDGAR.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for Chokshi & Queen Wealth Advisors, Inc: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($161.1M here).
Similar holding count
Nearest filers by number of disclosed positions (48 here).
Using this filing
- The rankings sort every tracked filer the same way Chokshi & Queen Wealth Advisors, Inc was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Magnolia Wealth Management, LLC reported the nearest book value ($161.6M) this quarter, a useful scale comparison for Chokshi & Queen Wealth Advisors, Inc. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.