Chung Wu Investment Group, LLC Top Holdings and 13F Report (2025) About Chung Wu Investment Group, LLCInvestment ActivityChung Wu Investment Group, LLC has $99.29 million in total holdings as of December 31, 2024.Chung Wu Investment Group, LLC owns shares of 77 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Largest Holdings iShares Core S&P 500 ETF $10,997,720SPDR Dow Jones Industrial Average ETF Trust $7,580,283Microsoft $7,486,683NVIDIA $7,284,292Apple $6,639,385 Sector AllocationMap of 500 Largest Holdings ofChung Wu Investment Group, LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$10,997,72018,68211.1%ETFDIASPDR Dow Jones Industrial Average ETF Trust$7,580,28317,8157.6%FinanceMSFTMicrosoft$7,486,68317,7627.5%Computer and TechnologyNVDANVIDIA$7,284,29254,2437.3%Computer and TechnologyAAPLApple$6,639,38526,5136.7%Computer and TechnologyEATON VANCE ENHANCED EQUITY$3,995,579166,8304.0%COMJPMJPMorgan Chase & Co.$3,707,59515,4673.7%FinanceMETAMeta Platforms$3,607,3276,1613.6%Computer and TechnologyUNHUnitedHealth Group$3,274,4326,4733.3%MedicalJEPQJPMorgan Nasdaq Equity Premium Income ETF$2,304,02540,8662.3%ETFSPYSPDR S&P 500 ETF Trust$2,033,6983,4702.0%FinanceAMAntero Midstream$1,923,975127,5001.9%Oils/EnergyOKEONEOK$1,683,70816,7701.7%Oils/EnergyXOMExxon Mobil$1,643,34715,2771.7%Oils/EnergyHDHome Depot$1,467,6593,7731.5%Retail/WholesaleVVisa$1,431,9774,5311.4%Business ServicesNFLXNetflix$1,394,9161,5651.4%Consumer DiscretionaryABBVAbbVie$1,394,0577,8451.4%MedicalSPGSimon Property Group$1,334,6287,7501.3%FinancePFFAVirtus InfraCap U.S. Preferred Stock ETF$1,319,25660,2401.3%ETFJEPIJPMorgan Equity Premium Income ETF$1,267,50122,0321.3%ETFMAMastercard$1,168,9852,2201.2%Business ServicesAMZNAmazon.com$1,085,1034,9461.1%Retail/WholesaleTQQQProShares UltraPro QQQ$982,79512,4201.0%ETFIYYiShares Dow Jones U.S. ETF$911,4836,3700.9%ETFMSTRMicroStrategy$850,0352,9350.9%Computer and TechnologyAPPLOVIN CORP$835,4812,5800.8%COM CL APAAPlains All American Pipeline$809,39847,3890.8%Oils/EnergyGEGeneral Electric$794,7544,7650.8%TransportationDDMProShares Ultra Dow30$790,9908,3000.8%ETFGOLDMAN SACHS ETF TR$783,28815,8400.8%S&P 500 CORE PREETEnergy Transfer$726,24037,0720.7%Oils/EnergyFIFiserv$667,6153,2500.7%Business ServicesVSTVistra$613,5224,4500.6%UtilitiesEOGEOG Resources$595,4944,8580.6%Oils/EnergyBXBlackstone$572,4343,3200.6%FinanceGOLDMAN SACHS ETF TR$571,20011,6500.6%NASDAQ 100 COREGE VERNOVA INC$557,8651,6960.6%COMGSThe Goldman Sachs Group$543,9899500.5%FinanceMTZMasTec$498,2723,6600.5%ConstructionAZNAstraZeneca$481,5727,3500.5%MedicalMPLXMplx$421,1688,8000.4%Oils/EnergyWMTWalmart$405,6724,4900.4%Retail/WholesaleTSLLDirexion Daily TSLA Bull 2X Shares$399,18514,5000.4%ETFDUOLINGO INC$389,0761,2000.4%CL A COMKMIKinder Morgan$384,97014,0500.4%Oils/EnergyCAVACAVA Group$372,2403,3000.4%Retail/WholesaleGTLSChart Industries$354,9621,8600.4%Industrial ProductsHOODRobinhood Markets$353,9709,5000.4%FinanceBACBank of America$353,7988,0500.4%FinanceXLEEnergy Select Sector SPDR Fund$342,6404,0000.3%ETFEWBCEast West Bancorp$335,1603,5000.3%FinancePALANTIR TECHNOLOGIES INC$332,7724,4000.3%CL AFOURShift4 Payments$330,0203,1800.3%Business ServicesREDDIT INC$326,8802,0000.3%CL AFLUTTER ENTMT PLC$323,0631,2500.3%SHSQQQInvesco QQQ$322,0756300.3%FinanceCOSTCostco Wholesale$320,6953500.3%Retail/WholesaleHTGCHercules Capital$304,92615,1780.3%FinanceVIKING HOLDINGS LTD$304,0146,9000.3%ORD SHSDELLDell Technologies$295,0142,5600.3%Computer and TechnologySPUUDirexion Daily S&P 500 Bull 2X Shares$264,9561,7900.3%ETFMSMorgan Stanley$264,0122,1000.3%FinanceAAOIApplied Optoelectronics$261,7067,1000.3%Computer and TechnologyAMDAdvanced Micro Devices$254,2632,1050.3%Computer and TechnologyGGLLDirexion Daily GOOGL Bull 2X Shares$242,3695,3000.2%ETFEXPEExpedia Group$242,2291,3000.2%Retail/WholesaleQLDProShares Ultra QQQ$238,1282,2000.2%ETFRACEFerrari$225,1655300.2%Auto/Tires/TrucksTOSTToast$222,3456,1000.2%Computer and TechnologyXLVHealth Care Select Sector SPDR Fund$220,1121,6000.2%ETFNOWServiceNow$218,3852060.2%Computer and TechnologyDUKDuke Energy$217,4192,0180.2%UtilitiesLOWLowe's Companies$215,9508750.2%Retail/WholesaleTTDTrade Desk$211,5541,8000.2%Computer and TechnologyDALDelta Air Lines$204,4903,3800.2%TransportationTIDAL TR II$200,20010,4000.2%YIELDMAX MAGNIFIShowing 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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