Chung Wu Investment Group, LLC Top Holdings and 13F Report (2025) About Chung Wu Investment Group, LLCInvestment ActivityChung Wu Investment Group, LLC has $83.66 million in total holdings as of March 31, 2025.Chung Wu Investment Group, LLC owns shares of 68 different stocks, but just 25 companies or ETFs make up 80% of its holdings.Approximately 9.74% of the portfolio was purchased this quarter.About 24.22% of the portfolio was sold this quarter.This quarter, Chung Wu Investment Group, LLC has purchased 77 new stocks and bought additional shares in 13 stocks.Chung Wu Investment Group, LLC sold shares of 23 stocks and completely divested from 28 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $10,254,675SPDR Dow Jones Industrial Average ETF Trust $7,536,846Microsoft $6,494,998Apple $5,265,147JPMorgan Chase & Co. $3,757,260 Largest New Holdings this Quarter 92189F791 - VanEck Junior Gold Miners ETF $715,000 Holding084670702 - Berkshire Hathaway $532,580 Holding125523100 - The Cigna Group $496,132 Holding166764100 - Chevron $485,141 Holding363576109 - Arthur J. Gallagher & Co. $356,288 Holding Largest Purchases this Quarter VanEck Junior Gold Miners ETF 12,500 shares (about $715K)GOLDMAN SACHS ETF TR 13,210 shares (about $615.72K)Berkshire Hathaway 1,000 shares (about $532.58K)The Cigna Group 1,508 shares (about $496.13K)Chevron 2,900 shares (about $485.14K) Largest Sales this Quarter NVIDIA 39,963 shares (about $4.33M)Meta Platforms 4,301 shares (about $2.48M)Netflix 920 shares (about $857.93K)Apple 2,810 shares (about $624.19K)Strategy 1,400 shares (about $403.58K) 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$10,254,675$242,741 ▼-2.3%18,25012.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$7,536,846$56,684 ▲0.8%17,9509.0%FinanceMSFTMicrosoft$6,494,998$172,679 ▼-2.6%17,3027.8%Computer and TechnologyAAPLApple$5,265,147$624,185 ▼-10.6%23,7036.3%Computer and TechnologyJPMJPMorgan Chase & Co.$3,757,260$36,795 ▼-1.0%15,3174.5%FinanceEATON VANCE ENHANCED EQUITY$3,520,1130.0%166,8304.2%COMUNHUnitedHealth Group$3,364,046$26,187 ▼-0.8%6,4234.0%MedicalAMAntero Midstream$2,319,480$24,480 ▲1.1%128,8602.8%EnergySPYSPDR S&P 500 ETF Trust$2,220,778$279,695 ▲14.4%3,9702.7%FinanceJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,130,540$14,498 ▲0.7%41,1462.5%ETFABBVAbbVie$1,932,822$289,138 ▲17.6%9,2252.3%MedicalOKEONEOK$1,848,469$184,549 ▲11.1%18,6302.2%EnergyXOMExxon Mobil$1,816,8940.0%15,2772.2%EnergyVVisa$1,570,411$17,523 ▼-1.1%4,4811.9%Business ServicesNVDANVIDIA$1,547,666$4,331,189 ▼-73.7%14,2801.8%Computer and TechnologyPFFAVirtus InfraCap U.S. Preferred Stock ETF$1,436,765$159,075 ▲12.5%67,7401.7%ETFGOLDMAN SACHS ETF TR$1,354,021$615,718 ▲83.4%29,0501.6%S&P 500 CORE PRESPGSimon Property Group$1,287,1200.0%7,7501.5%FinanceHDHome Depot$1,263,658$119,109 ▼-8.6%3,4481.5%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$1,230,338$28,570 ▼-2.3%21,5321.5%ETFMAMastercard$1,216,8260.0%2,2201.5%Business ServicesMETAMeta Platforms$1,072,030$2,478,925 ▼-69.8%1,8601.3%Computer and TechnologyIYYiShares Dow Jones U.S. ETF$866,9570.0%6,3701.0%ETFGEGE Aerospace$853,640$100,075 ▼-10.5%4,2651.0%IndustrialsAMZNAmazon.com$817,357$123,669 ▼-13.1%4,2961.0%Retail/WholesaleFIFiserv$786,155$68,457 ▲9.5%3,5600.9%Business ServicesPAAPlains All American Pipeline$785,572$162,198 ▼-17.1%39,2790.9%EnergyGDXJVanEck Junior Gold Miners ETF$715,000$715,000 ▲New Holding12,5000.9%ETFGE VERNOVA INC$693,291$175,536 ▲33.9%2,2710.8%COMETEnergy Transfer$689,1680.0%37,0720.8%EnergyEOGEOG Resources$612,731$10,259 ▼-1.6%4,7780.7%EnergyNFLXNetflix$601,482$857,928 ▼-58.8%6450.7%Consumer DiscretionaryAZNAstraZeneca$540,2250.0%7,3500.6%MedicalBRK.BBerkshire Hathaway$532,580$532,580 ▲New Holding1,0000.6%FinanceGSThe Goldman Sachs Group$529,901$10,926 ▲2.1%9700.6%FinanceCIThe Cigna Group$496,132$496,132 ▲New Holding1,5080.6%MedicalCVXChevron$485,141$485,141 ▲New Holding2,9000.6%EnergyMPLXMplx$470,9760.0%8,8000.6%EnergyBXBlackstone$459,876$4,193 ▼-0.9%3,2900.5%FinanceMSTRStrategy$442,494$403,578 ▼-47.7%1,5350.5%Computer and TechnologyMTZMasTec$411,986$15,172 ▼-3.6%3,5300.5%ConstructionKMIKinder Morgan$400,8470.0%14,0500.5%EnergyAJGArthur J. Gallagher & Co.$356,288$356,288 ▲New Holding1,0320.4%FinanceGOLDMAN SACHS ETF TR$352,340$167,250 ▼-32.2%7,9000.4%NASDAQ 100 CORETTWOTake-Two Interactive Software$348,180$348,180 ▲New Holding1,6800.4%Consumer DiscretionaryBACBank of America$331,754$4,173 ▼-1.2%7,9500.4%FinanceCOSTCostco Wholesale$331,0230.0%3500.4%Retail/WholesaleTSLATesla$313,584$313,584 ▲New Holding1,2100.4%Auto/Tires/TrucksPALANTIR TECHNOLOGIES INC$293,712$77,648 ▼-20.9%3,4800.4%CL ADOORDASH INC$292,432$292,432 ▲New Holding1,6000.3%CL AHTGCHercules Capital$291,5690.0%15,1780.3%FinanceTRGPTarga Resources$280,658$280,658 ▲New Holding1,4000.3%EnergyVIKING HOLDINGS LTD$278,250$3,975 ▲1.4%7,0000.3%ORD SHSWGSGeneDx$270,123$270,123 ▲New Holding3,0500.3%MedicalTMUST-Mobile US$266,710$266,710 ▲New Holding1,0000.3%Computer and TechnologyBABAAlibaba Group$264,460$264,460 ▲New Holding2,0000.3%Retail/WholesaleVZVerizon Communications$257,645$257,645 ▲New Holding5,6800.3%Computer and TechnologyPMPhilip Morris International$253,968$253,968 ▲New Holding1,6000.3%Consumer StaplesEXPEExpedia Group$252,150$33,620 ▲15.4%1,5000.3%Retail/WholesaleDUKDuke Energy$246,1350.0%2,0180.3%UtilitiesWMTWalmart$240,018$154,159 ▼-39.1%2,7340.3%Retail/WholesaleIHFiShares U.S. Healthcare Providers ETF$237,600$237,600 ▲New Holding4,5000.3%ETFONONON$232,776$232,776 ▲New Holding5,3000.3%Retail/WholesaleUBERUber Technologies$218,580$218,580 ▲New Holding3,0000.3%Computer and TechnologyHWMHowmet Aerospace$207,568$207,568 ▲New Holding1,6000.2%AerospaceCTASCintas$205,530$205,530 ▲New Holding1,0000.2%Business ServicesLOWLowe's Companies$204,0760.0%8750.2%Retail/WholesaleGTLSChart Industries$202,104$66,406 ▼-24.7%1,4000.2%IndustrialsTQQQProShares UltraPro QQQ$0$982,795 ▼-100.0%00.0%ETFAPPLOVIN CORP$0$835,481 ▼-100.0%00.0%COM CL ADDMProShares Ultra Dow30$0$790,990 ▼-100.0%00.0%ETFVSTVistra$0$613,522 ▼-100.0%00.0%UtilitiesTSLLDirexion Daily TSLA Bull 2X Shares$0$399,185 ▼-100.0%00.0%ETFDUOLINGO INC$0$389,076 ▼-100.0%00.0%CL A COMCAVACAVA Group$0$372,240 ▼-100.0%00.0%Retail/WholesaleHOODRobinhood Markets$0$353,970 ▼-100.0%00.0%FinanceXLEEnergy Select Sector SPDR Fund$0$342,640 ▼-100.0%00.0%ETFEWBCEast West Bancorp$0$335,160 ▼-100.0%00.0%FinanceFOURShift4 Payments$0$330,020 ▼-100.0%00.0%Business ServicesREDDIT INC$0$326,880 ▼-100.0%00.0%CL AFLUTTER ENTMT PLC$0$323,063 ▼-100.0%00.0%SHSQQQInvesco QQQ$0$322,075 ▼-100.0%00.0%FinanceDELLDell Technologies$0$295,014 ▼-100.0%00.0%Computer and TechnologySPUUDirexion Daily S&P 500 Bull 2X Shares$0$264,956 ▼-100.0%00.0%ETFMSMorgan Stanley$0$264,012 ▼-100.0%00.0%FinanceAAOIApplied Optoelectronics$0$261,706 ▼-100.0%00.0%Computer and TechnologyAMDAdvanced Micro Devices$0$254,263 ▼-100.0%00.0%Computer and TechnologyGGLLDirexion Daily GOOGL Bull 2X Shares$0$242,369 ▼-100.0%00.0%ETFQLDProShares Ultra QQQ$0$238,128 ▼-100.0%00.0%ETFRACEFerrari$0$225,165 ▼-100.0%00.0%Auto/Tires/TrucksTOSTToast$0$222,345 ▼-100.0%00.0%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$0$220,112 ▼-100.0%00.0%ETFNOWServiceNow$0$218,385 ▼-100.0%00.0%Computer and TechnologyTTDTrade Desk$0$211,554 ▼-100.0%00.0%Computer and TechnologyDALDelta Air Lines$0$204,490 ▼-100.0%00.0%TransportationTIDAL TR II$0$200,200 ▼-100.0%00.0%YIELDMAX MAGNIFIShowing largest 100 holdings. 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