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Chung Wu Investment Group, LLC Top Holdings and 13F Report (2025)

About Chung Wu Investment Group, LLC

Investment Activity

  • Chung 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

Microsoft
$8,238,104
EATON VANCE ENHANCED EQUITY IN
$4,000,218

Largest New Holdings this Quarter

92840M102 - Vistra
$1,051,419 Holding
21873S108 - COREWEAVE INCORPORATED COM CLASS A
$754,968 Holding
008073108 - AeroVironment
$683,880 Holding
74347R305 - ProShares Ultra Dow30
$509,756 Holding
37954Y848 - 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)
Apple
5,385 shares (about $1.10M)
Virtus InfraCap U.S. Preferred Stock ETF
23,500 shares (about $489.50K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofChung Wu Investment Group, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$9,897,146$1,434,279 -12.7%15,94010.3%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$8,238,104$368,083 -4.3%16,5628.6%Computer and Technology
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$6,630,901$1,278,766 -16.2%15,0486.9%Finance
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,440,5510.0%15,3174.6%Finance
EATON VANCE ENHANCED EQUITY IN
$4,000,218$38,736 -1.0%165,2304.2%COM
Apple Inc. stock logo
AAPL
Apple
$3,758,304$1,104,840 -22.7%18,3183.9%Computer and Technology
Antero Midstream Corporation stock logo
AM
Antero Midstream
$2,765,942$324,045 13.3%145,9602.9%Energy
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,348,679$92,582 4.1%14,8662.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$2,335,473$117,392 -4.8%3,7802.4%Finance
JPMorgan Nasdaq Equity Premium Income ETF stock logo
JEPQ
JPMorgan Nasdaq Equity Premium Income ETF
$2,120,838$117,504 -5.2%38,9862.2%ETF
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$2,042,166$818,072 66.8%35,9222.1%ETF
Exxon Mobil Corporation stock logo
XOM
Exxon Mobil
$1,646,8610.0%15,2771.7%Energy
Visa Inc. stock logo
V
Visa
$1,590,624$355 0.0%4,4801.7%Business Services
ONEOK, Inc. stock logo
OKE
ONEOK
$1,504,441$16,326 -1.1%18,4301.6%Energy
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,291,658$81,190 -5.9%1,7501.3%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,274,281$438,063 -25.6%6,8651.3%Medical
GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF
$1,268,417$178,854 -12.4%25,4601.3%S&P 500 CORE PRE
Mastercard Incorporated stock logo
MA
Mastercard
$1,247,5070.0%2,2201.3%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$1,233,010$31,164 -2.5%3,3631.3%Retail/Wholesale
Simon Property Group, Inc. stock logo
SPG
Simon Property Group
$1,213,738$32,152 -2.6%7,5501.3%Finance
Vistra Corp. stock logo
VST
Vistra
$1,051,419$1,051,419 New Holding5,4251.1%Utilities
GE VERNOVA INCORPORATED
$1,006,443$195,256 -16.2%1,9021.0%COM
MasTec, Inc. stock logo
MTZ
MasTec
$946,739$345,121 57.4%5,5551.0%Construction
Netflix, Inc. stock logo
NFLX
Netflix
$937,391$73,652 8.5%7001.0%Consumer Discretionary
Virtus InfraCap U.S. Preferred Stock ETF stock logo
PFFA
Virtus InfraCap U.S. Preferred Stock ETF
$921,519$489,505 -34.7%44,2401.0%ETF
GE Aerospace stock logo
GE
GE Aerospace
$867,404$230,364 -21.0%3,3700.9%Aerospace
iShares Dow Jones U.S. ETF stock logo
IYY
iShares Dow Jones U.S. ETF
$790,580$170,488 -17.7%5,2400.8%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$766,987$175,512 -18.6%3,4960.8%Retail/Wholesale
COREWEAVE INCORPORATED COM CLASS A
$754,968$754,968 New Holding4,6300.8%COM CL A
Plains All American Pipeline, L.P. stock logo
PAA
Plains All American Pipeline
$737,904$18,302 2.5%40,2780.8%Energy
Chevron Corporation stock logo
CVX
Chevron
$690,176$274,925 66.2%4,8200.7%Energy
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$686,5180.0%9700.7%Finance
AeroVironment, Inc. stock logo
AVAV
AeroVironment
$683,880$683,880 New Holding2,4000.7%Aerospace
Energy Transfer LP stock logo
ET
Energy Transfer
$672,1150.0%37,0720.7%Energy
MicroStrategy Incorporated stock logo
MSTR
MicroStrategy
$660,916$40,423 6.5%1,6350.7%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$574,025$1,429,759 -71.4%1,8400.6%Medical
EOG Resources, Inc. stock logo
EOG
EOG Resources
$571,4970.0%4,7780.6%Energy
Blackstone Inc. stock logo
BX
Blackstone
$566,908$74,790 15.2%3,7900.6%Finance
Fiserv, Inc. stock logo
FI
Fiserv
$562,057$51,723 -8.4%3,2600.6%Business Services
Cigna Group stock logo
CI
Cigna Group
$531,573$33,058 6.6%1,6080.6%Medical
ProShares Ultra Dow30 stock logo
DDM
ProShares Ultra Dow30
$509,756$509,756 New Holding5,2000.5%ETF
Global X Silver Miners ETF stock logo
SIL
Global X Silver Miners ETF
$500,656$500,656 New Holding10,4000.5%ETF
AstraZeneca PLC stock logo
AZN
AstraZeneca
$492,654$20,964 -4.1%7,0500.5%Medical
VanEck Junior Gold Miners ETF stock logo
GDXJ
VanEck Junior Gold Miners ETF
$483,269$361,607 -42.8%7,1500.5%ETF
Ally Financial Inc. stock logo
ALLY
Ally Financial
$467,400$467,400 New Holding12,0000.5%Finance
ProShares Ultra Semiconductors stock logo
USD
ProShares Ultra Semiconductors
$449,920$449,920 New Holding6,0800.5%ETF
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$448,200$448,200 New Holding5,4000.5%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$445,473$98,994 28.6%4500.5%Retail/Wholesale
Mplx Lp stock logo
MPLX
Mplx
$437,835$15,453 -3.4%8,5000.5%Energy
Kinder Morgan, Inc. stock logo
KMI
Kinder Morgan
$413,0700.0%14,0500.4%Energy
DOORDASH INCORPORATED CLASS A
$394,4160.0%1,6000.4%CL A
VIKING HOLDINGS LIMITED ORD SHS (BERMUDA)
$378,359$5,329 1.4%7,1000.4%ORD SHS
Bank of America Corporation stock logo
BAC
Bank of America
$376,1940.0%7,9500.4%Finance
PALANTIR TECHNOLOGIES INCORPORATED CLASS A
$365,338$109,056 -23.0%2,6800.4%CL A
APPLOVIN CORPORATION COM CLASS A
$357,082$357,082 New Holding1,0200.4%COM CL A
Axon Enterprise, Inc stock logo
AXON
Axon Enterprise
$356,014$356,014 New Holding4300.4%Aerospace
Vertiv Holdings Co. stock logo
VRT
Vertiv
$345,423$345,423 New Holding2,6900.4%Computer and Technology
Applied Optoelectronics, Inc. stock logo
AAOI
Applied Optoelectronics
$344,246$344,246 New Holding13,4000.4%Computer and Technology
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$315,705$92,283 -22.6%1,3000.3%Consumer Discretionary
iShares MSCI Emerging Markets ETF stock logo
EEM
iShares MSCI Emerging Markets ETF
$308,736$308,736 New Holding6,4000.3%Finance
GeneDx Holdings Corp. stock logo
WGS
GeneDx
$304,623$23,078 8.2%3,3000.3%Medical
Howmet Aerospace Inc. stock logo
HWM
Howmet Aerospace
$297,8080.0%1,6000.3%Aerospace
Direxion Daily TSLA Bull 2X Shares stock logo
TSLL
Direxion Daily TSLA Bull 2X Shares
$289,345$289,345 New Holding24,5000.3%ETF
Expedia Group, Inc. stock logo
EXPE
Expedia Group
$286,756$33,736 13.3%1,7000.3%Retail/Wholesale
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$279,9000.0%3,0000.3%Computer and Technology
Hercules Capital, Inc. stock logo
HTGC
Hercules Capital
$277,4540.0%15,1780.3%Finance
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$271,705$271,705 New Holding5000.3%Medical
Walmart Inc. stock logo
WMT
Walmart
$267,3310.0%2,7340.3%Retail/Wholesale
ProShares Ultra S&P500 stock logo
SSO
ProShares Ultra S&P500
$265,798$265,798 New Holding2,7200.3%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$253,754$253,754 New Holding4600.3%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$238,1240.0%2,0180.2%Utilities
ProShares Ultra QQQ stock logo
QLD
ProShares Ultra QQQ
$235,420$235,420 New Holding2,0000.2%ETF
First Trust Cloud Computing ETF stock logo
SKYY
First Trust Cloud Computing ETF
$234,765$234,765 New Holding1,9300.2%Manufacturing
AMENTUM HOLDINGS INCORPORATED
$230,056$230,056 New Holding9,7440.2%COM
NuScale Power Corporation stock logo
SMR
NuScale Power
$217,580$217,580 New Holding5,5000.2%Computer and Technology
GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF
$209,202$184,297 -46.8%4,2000.2%NASDAQ 100 CORE
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$204,640$204,640 New Holding1,0000.2%Computer and Technology
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$194,1360.0%8750.2%Retail/Wholesale
Morgan Stanley stock logo
MS
Morgan Stanley
$183,118$183,118 New Holding1,3000.2%Finance
Life Time Group Holdings, Inc. stock logo
LTH
Life Time Group
$181,980$181,980 New Holding6,0000.2%Consumer Discretionary
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$181,192$181,192 New Holding8000.2%Computer and Technology
DICK'S Sporting Goods, Inc. stock logo
DKS
DICK'S Sporting Goods
$178,029$178,029 New Holding9000.2%Retail/Wholesale
Insmed, Inc. stock logo
INSM
Insmed
$173,101$173,101 New Holding1,7200.2%Medical
ZIM Integrated Shipping Services Ltd. stock logo
ZIM
ZIM Integrated Shipping Services
$172,163$172,163 New Holding10,7000.2%Transportation
Fluor Corporation stock logo
FLR
Fluor
$171,549$171,549 New Holding3,3460.2%Construction
Natera, Inc. stock logo
NTRA
Natera
$168,940$168,940 New Holding1,0000.2%Medical
iShares MSCI Hong Kong ETF stock logo
EWH
iShares MSCI Hong Kong ETF
$168,810$168,810 New Holding8,5000.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$166,608$166,608 New Holding2,4000.2%Utilities
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$159,234$86,540 -35.2%3,6800.2%Computer and Technology
SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF
$155,340$155,340 New Holding3,6000.2%SELECT STOXX EUR
RTX Corporation stock logo
RTX
RTX
$154,781$154,781 New Holding1,0600.2%Aerospace
GRANITESHARES 2X LONG TSLA DAILY ETF
$151,280$151,280 New Holding8,0000.2%2X LONG TSLA DAI
Elevance Health, Inc. stock logo
ELV
Elevance Health
$147,805$147,805 New Holding3800.2%Medical
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$145,731$340,039 -70.0%3000.2%Finance
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$144,530$144,530 New Holding1,7430.2%ETF
MP Materials Corp. stock logo
MP
MP Materials
$136,407$136,407 New Holding4,1000.1%Basic Materials
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$109,129$109,129 New Holding3580.1%Finance
Sun Life Financial Inc. stock logo
SLF
Sun Life Financial
$103,197$103,197 New Holding1,5530.1%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$102,213$102,213 New Holding5800.1%Computer and Technology
Applied Digital Corporation stock logo
APLD
Applied Digital
$101,908$101,908 New Holding10,1200.1%Finance

Showing largest 100 holdings. View all holdings.
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