Chung Wu Investment Group, LLC Top Holdings and 13F Report (2025) About Chung Wu Investment Group, LLCInvestment ActivityChung Wu Investment Group, LLC has $95.95 million in total holdings as of June 30, 2025.Chung Wu Investment Group, LLC owns shares of 248 different stocks, but just 42 companies or ETFs make up 80% of its holdings.Approximately 18.58% of the portfolio was purchased this quarter.About 12.05% of the portfolio was sold this quarter.This quarter, Chung Wu Investment Group, LLC has purchased 68 new stocks and bought additional shares in 14 stocks.Chung Wu Investment Group, LLC sold shares of 36 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $9,897,146Microsoft $8,238,104SPDR Dow Jones Industrial Average ETF Trust $6,630,901JPMorgan Chase & Co. $4,440,551EATON VANCE ENHANCED EQUITY IN $4,000,218 Largest New Holdings this Quarter 92840M102 - Vistra $1,051,419 Holding21873S108 - COREWEAVE INCORPORATED COM CLASS A $754,968 Holding008073108 - AeroVironment $683,880 Holding74347R305 - ProShares Ultra Dow30 $509,756 Holding37954Y848 - Global X Silver Miners ETF $500,656 Holding Largest Purchases this Quarter Vistra 5,425 shares (about $1.05M)JPMorgan Equity Premium Income ETF 14,390 shares (about $818.07K)COREWEAVE INCORPORATED COM CLASS A 4,630 shares (about $754.97K)AeroVironment 2,400 shares (about $683.88K)ProShares Ultra Dow30 5,200 shares (about $509.76K) Largest Sales this Quarter iShares Core S&P 500 ETF 2,310 shares (about $1.43M)UnitedHealth Group 4,583 shares (about $1.43M)SPDR Dow Jones Industrial Average ETF Trust 2,902 shares (about $1.28M)Apple 5,385 shares (about $1.10M)Virtus InfraCap U.S. Preferred Stock ETF 23,500 shares (about $489.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofChung Wu Investment Group, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$9,897,146$1,434,279 ▼-12.7%15,94010.3%ETFMSFTMicrosoft$8,238,104$368,083 ▼-4.3%16,5628.6%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$6,630,901$1,278,766 ▼-16.2%15,0486.9%FinanceJPMJPMorgan Chase & Co.$4,440,5510.0%15,3174.6%FinanceEATON VANCE ENHANCED EQUITY IN$4,000,218$38,736 ▼-1.0%165,2304.2%COMAAPLApple$3,758,304$1,104,840 ▼-22.7%18,3183.9%Computer and TechnologyAMAntero Midstream$2,765,942$324,045 ▲13.3%145,9602.9%EnergyNVDANVIDIA$2,348,679$92,582 ▲4.1%14,8662.4%Computer and TechnologySPYSPDR S&P 500 ETF Trust$2,335,473$117,392 ▼-4.8%3,7802.4%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,120,838$117,504 ▼-5.2%38,9862.2%ETFJEPIJPMorgan Equity Premium Income ETF$2,042,166$818,072 ▲66.8%35,9222.1%ETFXOMExxon Mobil$1,646,8610.0%15,2771.7%EnergyVVisa$1,590,624$355 ▼0.0%4,4801.7%Business ServicesOKEONEOK$1,504,441$16,326 ▼-1.1%18,4301.6%EnergyMETAMeta Platforms$1,291,658$81,190 ▼-5.9%1,7501.3%Computer and TechnologyABBVAbbVie$1,274,281$438,063 ▼-25.6%6,8651.3%MedicalGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF$1,268,417$178,854 ▼-12.4%25,4601.3%S&P 500 CORE PREMAMastercard$1,247,5070.0%2,2201.3%Business ServicesHDHome Depot$1,233,010$31,164 ▼-2.5%3,3631.3%Retail/WholesaleSPGSimon Property Group$1,213,738$32,152 ▼-2.6%7,5501.3%FinanceVSTVistra$1,051,419$1,051,419 ▲New Holding5,4251.1%UtilitiesGE VERNOVA INCORPORATED$1,006,443$195,256 ▼-16.2%1,9021.0%COMMTZMasTec$946,739$345,121 ▲57.4%5,5551.0%ConstructionNFLXNetflix$937,391$73,652 ▲8.5%7001.0%Consumer DiscretionaryPFFAVirtus InfraCap U.S. Preferred Stock ETF$921,519$489,505 ▼-34.7%44,2401.0%ETFGEGE Aerospace$867,404$230,364 ▼-21.0%3,3700.9%AerospaceIYYiShares Dow Jones U.S. ETF$790,580$170,488 ▼-17.7%5,2400.8%ETFAMZNAmazon.com$766,987$175,512 ▼-18.6%3,4960.8%Retail/WholesaleCOREWEAVE INCORPORATED COM CLASS A$754,968$754,968 ▲New Holding4,6300.8%COM CL APAAPlains All American Pipeline$737,904$18,302 ▲2.5%40,2780.8%EnergyCVXChevron$690,176$274,925 ▲66.2%4,8200.7%EnergyGSThe Goldman Sachs Group$686,5180.0%9700.7%FinanceAVAVAeroVironment$683,880$683,880 ▲New Holding2,4000.7%AerospaceETEnergy Transfer$672,1150.0%37,0720.7%EnergyMSTRMicroStrategy$660,916$40,423 ▲6.5%1,6350.7%Computer and TechnologyUNHUnitedHealth Group$574,025$1,429,759 ▼-71.4%1,8400.6%MedicalEOGEOG Resources$571,4970.0%4,7780.6%EnergyBXBlackstone$566,908$74,790 ▲15.2%3,7900.6%FinanceFIFiserv$562,057$51,723 ▼-8.4%3,2600.6%Business ServicesCICigna Group$531,573$33,058 ▲6.6%1,6080.6%MedicalDDMProShares Ultra Dow30$509,756$509,756 ▲New Holding5,2000.5%ETFSILGlobal X Silver Miners ETF$500,656$500,656 ▲New Holding10,4000.5%ETFAZNAstraZeneca$492,654$20,964 ▼-4.1%7,0500.5%MedicalGDXJVanEck Junior Gold Miners ETF$483,269$361,607 ▼-42.8%7,1500.5%ETFALLYAlly Financial$467,400$467,400 ▲New Holding12,0000.5%FinanceUSDProShares Ultra Semiconductors$449,920$449,920 ▲New Holding6,0800.5%ETFTQQQProShares UltraPro QQQ$448,200$448,200 ▲New Holding5,4000.5%ETFCOSTCostco Wholesale$445,473$98,994 ▲28.6%4500.5%Retail/WholesaleMPLXMplx$437,835$15,453 ▼-3.4%8,5000.5%EnergyKMIKinder Morgan$413,0700.0%14,0500.4%EnergyDOORDASH INCORPORATED CLASS A$394,4160.0%1,6000.4%CL AVIKING HOLDINGS LIMITED ORD SHS (BERMUDA)$378,359$5,329 ▲1.4%7,1000.4%ORD SHSBACBank of America$376,1940.0%7,9500.4%FinancePALANTIR TECHNOLOGIES INCORPORATED CLASS A$365,338$109,056 ▼-23.0%2,6800.4%CL AAPPLOVIN CORPORATION COM CLASS A$357,082$357,082 ▲New Holding1,0200.4%COM CL AAXONAxon Enterprise$356,014$356,014 ▲New Holding4300.4%AerospaceVRTVertiv$345,423$345,423 ▲New Holding2,6900.4%Computer and TechnologyAAOIApplied Optoelectronics$344,246$344,246 ▲New Holding13,4000.4%Computer and TechnologyTTWOTake-Two Interactive Software$315,705$92,283 ▼-22.6%1,3000.3%Consumer DiscretionaryEEMiShares MSCI Emerging Markets ETF$308,736$308,736 ▲New Holding6,4000.3%FinanceWGSGeneDx$304,623$23,078 ▲8.2%3,3000.3%MedicalHWMHowmet Aerospace$297,8080.0%1,6000.3%AerospaceTSLLDirexion Daily TSLA Bull 2X Shares$289,345$289,345 ▲New Holding24,5000.3%ETFEXPEExpedia Group$286,756$33,736 ▲13.3%1,7000.3%Retail/WholesaleUBERUber Technologies$279,9000.0%3,0000.3%Computer and TechnologyHTGCHercules Capital$277,4540.0%15,1780.3%FinanceISRGIntuitive Surgical$271,705$271,705 ▲New Holding5000.3%MedicalWMTWalmart$267,3310.0%2,7340.3%Retail/WholesaleSSOProShares Ultra S&P500$265,798$265,798 ▲New Holding2,7200.3%ETFQQQInvesco QQQ$253,754$253,754 ▲New Holding4600.3%FinanceDUKDuke Energy$238,1240.0%2,0180.2%UtilitiesQLDProShares Ultra QQQ$235,420$235,420 ▲New Holding2,0000.2%ETFSKYYFirst Trust Cloud Computing ETF$234,765$234,765 ▲New Holding1,9300.2%ManufacturingAMENTUM HOLDINGS INCORPORATED$230,056$230,056 ▲New Holding9,7440.2%COMSMRNuScale Power$217,580$217,580 ▲New Holding5,5000.2%Computer and TechnologyGOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF$209,202$184,297 ▼-46.8%4,2000.2%NASDAQ 100 COREPANWPalo Alto Networks$204,640$204,640 ▲New Holding1,0000.2%Computer and TechnologyLOWLowe's Companies$194,1360.0%8750.2%Retail/WholesaleMSMorgan Stanley$183,118$183,118 ▲New Holding1,3000.2%FinanceLTHLife Time Group$181,980$181,980 ▲New Holding6,0000.2%Consumer DiscretionaryTSMTaiwan Semiconductor Manufacturing$181,192$181,192 ▲New Holding8000.2%Computer and TechnologyDKSDICK'S Sporting Goods$178,029$178,029 ▲New Holding9000.2%Retail/WholesaleINSMInsmed$173,101$173,101 ▲New Holding1,7200.2%MedicalZIMZIM Integrated Shipping Services$172,163$172,163 ▲New Holding10,7000.2%TransportationFLRFluor$171,549$171,549 ▲New Holding3,3460.2%ConstructionNTRANatera$168,940$168,940 ▲New Holding1,0000.2%MedicalEWHiShares MSCI Hong Kong ETF$168,810$168,810 ▲New Holding8,5000.2%FinanceNEENextEra Energy$166,608$166,608 ▲New Holding2,4000.2%UtilitiesVZVerizon Communications$159,234$86,540 ▼-35.2%3,6800.2%Computer and TechnologySELECT STOXX EUROPE AEROSPACE & DEFENSE ETF$155,340$155,340 ▲New Holding3,6000.2%SELECT STOXX EURRTXRTX$154,781$154,781 ▲New Holding1,0600.2%AerospaceGRANITESHARES 2X LONG TSLA DAILY ETF$151,280$151,280 ▲New Holding8,0000.2%2X LONG TSLA DAIELVElevance Health$147,805$147,805 ▲New Holding3800.2%MedicalBRK.BBerkshire Hathaway$145,731$340,039 ▼-70.0%3000.2%FinanceVCITVanguard Intermediate-Term Corporate Bond ETF$144,530$144,530 ▲New Holding1,7430.2%ETFMPMP Materials$136,407$136,407 ▲New Holding4,1000.1%Basic MaterialsGLDSPDR Gold Shares$109,129$109,129 ▲New Holding3580.1%FinanceSLFSun Life Financial$103,197$103,197 ▲New Holding1,5530.1%FinanceGOOGLAlphabet$102,213$102,213 ▲New Holding5800.1%Computer and TechnologyAPLDApplied Digital$101,908$101,908 ▲New Holding10,1200.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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