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CQWA
Chokshi & Queen Wealth Advisors Portfolio holdings
AUM
$187M
1-Year Est. Return
19.63%
This Fund
S&P 500
1 Year Est. Return
+19.63%
AUM
$187M
AUM Growth
-$4.25M
(-2.2%)
Holding
65
Top Buys
| 1 | +$735K | |
| 2 | +$726K | |
| 3 | +$497K | |
| 4 |
First Trust Smith Unconstrained Bond ETF
UCON
|
+$490K |
| 5 |
Invesco QQQ Trust
QQQ
|
+$472K |
Top Sells
| 1 | +$2.67M | |
| 2 | +$334K | |
| 3 | +$202K | |
| 4 |
Broadcom
AVGO
|
+$199K |
| 5 |
NVIDIA
NVDA
|
+$165K |
Sector Composition
| 1 | Technology | 23.2% |
| 2 | Consumer Staples | 5.98% |
| 3 | Communication Services | 4.63% |
| 4 | Financials | 4.43% |
| 5 | Consumer Discretionary | 3.14% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
McDonald's
MCD
$201B
| $260K | 0.14% |
835
|
|
||
52
Motley Fool 100 Index ETF
TMFC
$1.97B
| $257K | 0.14% |
+3,900
|
|
||
53
Invesco Aerospace & Defense ETF
PPA
$8.1B
| $253K | 0.14% |
+1,527
|
|
||
54
Eaton Vance Short Duration Municipal Income ETF
EVSM
$719M
| $240K | 0.13% |
+4,786
|
|
||
55
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
| $238K | 0.13% |
+2,564
|
|
||
56
VanEck Morningstar Wide Moat ETF
MOAT
$11.5B
| $234K | 0.13% |
+2,422
|
|
||
57
VeriSign
VRSN
$25.7B
| $231K | 0.12% |
930
|
|
||
58
Vanguard FTSE All-World ex-US ETF
VEU
$64.9B
| $229K | 0.12% |
+3,055
|
|
||
59
JPMorgan Income ETF
JPIE
$9.33B
| $228K | 0.12% |
+4,954
|
|
||
60
Honeywell
HON
$134B
| $226K | 0.12% |
+1,000
|
|
||
61
Invesco S&P 500 Quality ETF
SPHQ
$18.9B
| $214K | 0.11% |
+2,841
|
|
||
62
Vanguard International High Dividend Yield ETF
VYMI
$19.3B
| $208K | 0.11% |
+2,211
|
|
||
63
Falcon's Beyond
FBYD
$702M
| $152K | 0.08% |
10,814
|
|
||
64
Marathon Digital Holdings
MARA
$4.96B
| $89.2K | 0.05% |
+10,930
|
|
||
65
SoFi Technologies
SOFI
$20.4B
| – | – |
-7,700
|
|