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Chung Wu Investment Group

Latest statistics and disclosures from Chung Wu Investment Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, MSFT, DIA, QQQI, AAPL, and represent 30.99% of Chung Wu Investment Group's stock portfolio.
Added to shares of these 10 stocks: QQQI (+$5.4M), SPYI (+$5.1M), UNH, MU, MS, ALLY, GS, KTOS, CRDO, AAPL.
Started 44 new stock positions in PDD, NBIS, EOSE, WLDS, QQQI, SEI, CMCSA, WPM, USFR, HOOD.
Reduced shares in these 10 stocks: JEPI, JEPQ, GPIX, DDM, DASH, AXON, CI, VRT, FI, AM.
Sold out of its positions in ELV, AXON, CAVA, GTLS, CMG, DKS, QQQU, D, DASH, QBTS.
Chung Wu Investment Group was a net buyer of stock by $17M.
Chung Wu Investment Group has $120M in assets under management (AUM), dropping by 25.15%.
Central Index Key (CIK): 0002054278

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Portfolio Holdings for Chung Wu Investment Group

Chung Wu Investment Group holds 255 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)	9.0	$11M		16k	669.30	View chart
Microsoft Corporation (MSFT)	7.1	$8.6M		17k	517.95	View chart
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)	5.9	$7.1M	+2%	15k	463.74	View chart
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)	4.5	$5.4M	NEW	100k	54.20	View chart
Apple (AAPL)	4.4	$5.3M	+12%	21k	254.63	View chart
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)	4.3	$5.1M	+32643%	98k	52.30	View chart
JPMorgan Chase & Co. (JPM)	4.0	$4.8M		15k	315.43	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	3.2	$3.8M	-2%	161k	23.93	View chart
NVIDIA Corporation (NVDA)	2.5	$3.0M	+7%	16k	186.58	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	2.2	$2.6M	+2%	3.9k	666.18	View chart
Antero Midstream Corp antero midstream (AM)	2.1	$2.5M	-11%	129k	19.44	View chart
UnitedHealth (UNH)	2.0	$2.4M	+280%	7.0k	345.30	View chart
Exxon Mobil Corporation (XOM)	1.4	$1.7M		15k	112.75	View chart
Goldman Sachs (GS)	1.4	$1.7M	+114%	2.1k	796.35	View chart
Micron Technology (MU)	1.3	$1.6M	+9495%	9.6k	167.32	View chart
Abbvie (ABBV)	1.3	$1.6M		6.8k	231.54	View chart
Morgan Stanley Com New (MS)	1.3	$1.5M	+643%	9.7k	158.96	View chart
Visa Incorporated Com Class A Com Cl A (V)	1.3	$1.5M		4.5k	341.38	View chart
Ally Financial (ALLY)	1.3	$1.5M	+224%	39k	39.20	View chart
Vistra Energy (VST)	1.2	$1.5M	+39%	7.6k	195.92	View chart
Simon Property (SPG)	1.2	$1.4M		7.6k	187.67	View chart
MasTec (MTZ)	1.2	$1.4M	+19%	6.6k	212.81	View chart
Ge Vernova (GEV)	1.2	$1.4M	+18%	2.3k	614.90	View chart
Home Depot (HD)	1.1	$1.4M		3.4k	405.19	View chart
Meta Platforms Incorporated Class A Cl A (META)	1.1	$1.3M		1.8k	734.38	View chart
Mastercard Incorporated Class A Cl A (MA)	1.1	$1.3M		2.2k	568.81	View chart
Ge Aerospace Com New (GE)	0.9	$1.1M	+10%	3.7k	300.82	View chart
Oneok (OKE)	0.9	$1.0M	-22%	14k	72.97	View chart
Vaneck Junior Gold Miners Etf Junior Gold Mine (GDXJ)	0.8	$1.0M	+43%	10k	99.03	View chart
Netflix (NFLX)	0.7	$881k	+5%	735.00	1198.92	View chart
Ishares Tr Dow Jones Us Etf Dow Jones Us Etf (IYY)	0.7	$848k		5.2k	162.48	View chart
Virtus Infracap U.s. Preferred Stock Etf Virtus Infrcap (PFFA)	0.7	$841k	-12%	39k	21.71	View chart
Proshares Ultra Semiconductors Pshs Ult Semicdt (USD)	0.7	$832k	+38%	8.4k	99.02	View chart
Amazon (AMZN)	0.7	$823k	+7%	3.7k	219.57	View chart
Applovin Corporation Com Class A Com Cl A (APP)	0.7	$819k	+11%	1.1k	718.54	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Nasdaq Eqt Prem (JEPQ)	0.7	$818k	-63%	14k	57.52	View chart
Kratos Defense & Sec Solutions Com New (KTOS)	0.6	$755k	NEW	8.3k	91.37	View chart
Proshares Tr Ultrapro Qqq Ultrapro Qqq (TQQQ)	0.6	$729k	+30%	7.1k	103.40	View chart
Global X Silver Miners Etf Global X Silver (SIL)	0.6	$724k	-2%	10k	71.63	View chart
Direxion Daily Tsla Bull 2x Shares Daily Tsla 2x Sh (TSLL)	0.6	$676k	+30%	32k	21.11	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.5	$629k		37k	17.16	View chart
Chevron Corporation (CVX)	0.5	$617k	-17%	4.0k	155.29	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Unit Ltd Partn (PAA)	0.5	$602k	-12%	35k	17.06	View chart
Credo Technology Group Holding Ordinary Shares Ordinary Shares (CRDO)	0.5	$596k	NEW	4.1k	145.61	View chart
Applied Optoelectronics (AAOI)	0.5	$545k	+56%	21k	25.93	View chart
Astrazeneca Sponsored Adr (AZN)	0.5	$541k		7.1k	76.72	View chart
EOG Resources (EOG)	0.4	$519k	-3%	4.6k	112.12	View chart
Palantir Technologies Incorporated Class A Cl A (PLTR)	0.4	$483k		2.7k	182.42	View chart
Strategy Incorporated Class A Cl A New (MSTR)	0.4	$480k	-8%	1.5k	322.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.4	$477k	-26%	2.8k	170.85	View chart
AeroVironment (AVAV)	0.4	$472k	-37%	1.5k	314.89	View chart
Take-Two Interactive Software (TTWO)	0.4	$465k	+38%	1.8k	258.36	View chart
Norfolk Southern (NSC)	0.4	$451k	+650%	1.5k	300.41	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$450k	+63%	750.00	600.37	View chart
Viking Holdings Limited Ord Ord Shs (VIK)	0.4	$448k		7.2k	62.16	View chart
Entergy Corporation (ETR)	0.4	$438k	NEW	4.7k	93.19	View chart
Advanced Micro Devices (AMD)	0.4	$430k	+2555%	2.7k	161.79	View chart
Mplx Lp Com Unit Rep Com Unit Rep Ltd (MPLX)	0.4	$425k		8.5k	49.95	View chart
Lumentum Hldgs (LITE)	0.4	$423k	NEW	2.6k	162.71	View chart
Mp Materials Corporation Com Class A Com Cl A (MP)	0.3	$419k	+52%	6.3k	67.07	View chart
Bank of America Corporation (BAC)	0.3	$410k		8.0k	51.59	View chart
Snowflake Incorporated Cl A (SNOW)	0.3	$394k	+3390%	1.7k	225.55	View chart
Kinder Morgan (KMI)	0.3	$392k		14k	28.31	View chart
Genedx Holdings Corporation Com Class A Com Cl A (WGS)	0.3	$388k	+9%	3.6k	107.74	View chart
Coreweave Incorporated Com Class A Com Cl A (CRWV)	0.3	$376k	-40%	2.8k	136.85	View chart
Proshares Ultra S&p500 Pshs Ult S&p 500 (SSO)	0.3	$372k	+22%	3.3k	112.13	View chart
Oracle Corporation (ORCL)	0.3	$366k	NEW	1.3k	281.24	View chart
Expedia Group Incorporated Com New (EXPE)	0.3	$363k		1.7k	213.75	View chart
Oklo Incorporated Com Class A Com Cl A (OKLO)	0.3	$355k	NEW	3.2k	111.63	View chart
Palo Alto Networks (PANW)	0.3	$338k	+66%	1.7k	203.62	View chart
Costco Wholesale Corporation (COST)	0.3	$324k	-22%	350.00	925.63	View chart
Cameco Corporation (CCJ)	0.3	$319k	+280%	3.8k	83.86	View chart
Howmet Aerospace (HWM)	0.3	$314k		1.6k	196.23	View chart
Arthur J. Gallagher & Co. (AJG)	0.3	$314k	+1532%	1.0k	309.74	View chart
Iren Limited Ordinary Shares Ordinary Shares (IREN)	0.3	$307k	NEW	6.5k	46.93	View chart
Nebius Group N.v. Shs Class A Shs Class A (NBIS)	0.3	$303k	NEW	2.7k	112.27	View chart
Uber Technologies (UBER)	0.2	$294k		3.0k	97.97	View chart
Wal-Mart Stores (WMT)	0.2	$282k		2.7k	103.06	View chart
Carvana Company Class A Cl A (CVNA)	0.2	$272k	NEW	720.00	377.24	View chart
Ishares Tr 20 Yr Tr Bd Etf 20 Yr Tr Bd Etf (TLT)	0.2	$268k	NEW	3.0k	89.37	View chart
Duke Energy Corporation Com New (DUK)	0.2	$250k		2.0k	123.75	View chart
Insmed Incorporated Com Par $.01 Com Par $.01 (INSM)	0.2	$248k		1.7k	144.01	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$245k	-14%	13k	18.91	View chart
Pdd Holdings Incorporated Sponsored Ads (PDD)	0.2	$238k	NEW	1.8k	132.17	View chart
Boeing Company (BA)	0.2	$237k	NEW	1.1k	215.83	View chart
salesforce (CRM)	0.2	$237k	NEW	1.0k	237.00	View chart
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)	0.2	$235k	-31%	4.4k	53.40	View chart
Intel Corporation (INTC)	0.2	$235k	+3400%	7.0k	33.55	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$223k		800.00	279.29	View chart
Lowe's Companies (LOW)	0.2	$220k		875.00	251.31	View chart
Elf Beauty (ELF)	0.2	$199k	NEW	1.5k	132.48	View chart
Ishares Ethereum Tr SHS (ETHA)	0.2	$189k	NEW	6.0k	31.51	View chart
Nextera Energy (NEE)	0.2	$181k		2.4k	75.49	View chart
Raytheon Technologies Corp (RTX)	0.1	$177k		1.1k	167.33	View chart
Direxion Daily S&p 500 Bull 2x Shares Dly S&p500 2xs (SPUU)	0.1	$165k	+43%	920.00	179.81	View chart
Natera (NTRA)	0.1	$161k		1.0k	160.97	View chart
Verizon Communications (VZ)	0.1	$158k	-2%	3.6k	43.95	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.1	$151k		300.00	502.74	View chart
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)	0.1	$147k		1.7k	84.11	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.1	$141k		580.00	243.10	View chart
Fluor Corporation (FLR)	0.1	$141k		3.3k	42.07	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	0.1	$139k	NEW	570.00	243.55	View chart
Tesla Motors (TSLA)	0.1	$133k		300.00	444.72	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$127k		358.00	355.47	View chart
Vaneck Uranium And Nuclear Etf Uranium And Nucl (NLR)	0.1	$122k	+63%	900.00	135.65	View chart
Cigna Corp (CI)	0.1	$115k	-75%	400.00	288.25	View chart
Joby Aviation Incorporated Common Stock (JOBY)	0.1	$113k	+1300%	7.0k	16.14	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$111k	+66%	10k	11.08	View chart
Jacobs Engineering Group (J)	0.1	$105k		702.00	149.86	View chart
Leidos Holdings (LDOS)	0.1	$104k		550.00	188.96	View chart
TJX Companies (TJX)	0.1	$98k		680.00	144.54	View chart
Warner Bros Discovery Incorporated Com Ser A Com Ser A (WBD)	0.1	$94k	NEW	4.8k	19.53	View chart
Sun Life Financial (SLF)	0.1	$93k		1.6k	60.03	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$92k		150.00	612.38	View chart
Fiserv (FI)	0.1	$90k	-78%	700.00	128.93	View chart
Sunoco Lp/sunoco Fin Corporation Com Ut Rep Com Ut Rep Lp (SUN)	0.1	$90k		1.8k	50.01	View chart
Graniteshares 2x Long Nvda Daily Etf 2x Long Nvda Dai (NVDL)	0.1	$84k	+350%	900.00	93.62	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$82k		7.0k	11.65	View chart
Coca-Cola Company (KO)	0.1	$80k		1.2k	66.32	View chart
Enterprise Products Partners (EPD)	0.1	$78k		2.5k	31.27	View chart
Webtoon Entmt (WBTN)	0.1	$78k	NEW	4.0k	19.41	View chart
The Wisdomtree Trust Fltg Rate Treasury Fund Floatng Rat Trea (USFR)	0.1	$75k	NEW	1.5k	50.27	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$74k		6.0k	12.29	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$70k		6.0k	11.69	View chart
Fidelity Total Bond Etf Total Bd Etf (FBND)	0.1	$69k	NEW	1.5k	46.24	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$68k		6.0k	11.39	View chart
Invesco Ai And Next Gen Software Etf Ai And Next Gen (IGPT)	0.1	$67k		1.2k	54.03	View chart
TransDigm Group Incorporated (TDG)	0.1	$66k		50.00	1318.02	View chart
Cisco Systems (CSCO)	0.1	$64k		931.00	68.42	View chart
Grayscale Ethereum Trust Etf SHS (ETHE)	0.1	$62k	-62%	1.8k	34.27	View chart
Ferrari Nv Ord (RACE)	0.0	$58k		120.00	485.22	View chart
Southern Company (SO)	0.0	$57k		600.00	94.77	View chart
Delta Air Lines Incorporated Del Com New (DAL)	0.0	$57k		1.0k	56.75	View chart
Kinetik Holdings Incorporated Com New Class A Com New Cl A (KNTK)	0.0	$54k		1.3k	42.74	View chart
Cheniere Energy Partners Lp Com Unit Com Unit (CQP)	0.0	$54k		1.0k	53.82	View chart
Ishares Tr Us Home Cons Etf Us Home Cons Etf (ITB)	0.0	$54k	NEW	500.00	107.25	View chart
Fs Kkr Capital Corp (FSK)	0.0	$52k		3.5k	14.93	View chart
Solaris Energy Infras Incorporated Com Class A Com Cl A (SEI)	0.0	$52k	NEW	1.3k	39.97	View chart
American Express Company (AXP)	0.0	$50k	+31%	151.00	332.16	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$49k		2.3k	21.13	View chart
Spdr Technology Select Sector Fund Technology (XLK)	0.0	$45k		158.00	281.86	View chart
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY)	0.0	$44k	-82%	330.00	134.42	View chart
Proshares Ultra Dow30 Pshs Ultra Dow30 (DDM)	0.0	$43k	-92%	400.00	107.28	View chart
United Therapeutics Corporation (UTHR)	0.0	$42k		100.00	419.21	View chart
Ishares Tr China Lg-cap Etf China Lg-cap Etf (FXI)	0.0	$41k		1.0k	41.14	View chart
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD)	0.0	$39k	-32%	2.3k	17.01	View chart
Vale S A Sponsored Ads (VALE)	0.0	$38k		3.5k	10.86	View chart
Petroleo Brasileiro Sa Petrobr Sponsored Adr (PBR)	0.0	$38k	+20%	3.0k	12.66	View chart
Ishares Tr Us Aer Def Etf Us Aer Def Etf (ITA)	0.0	$38k	NEW	180.00	209.26	View chart
Ishares Incorporated Msci Hong Kg Etf Msci Hong Kg Etf (EWH)	0.0	$37k	-80%	1.7k	21.55	View chart
Robinhood Mkts Incorporated Com Class A Com Cl A (HOOD)	0.0	$34k	NEW	240.00	143.18	View chart
Qualcomm (QCOM)	0.0	$33k		200.00	166.36	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$33k		3.6k	9.11	View chart
East West Ban (EWBC)	0.0	$32k		300.00	106.45	View chart
CenterPoint Energy (CNP)	0.0	$31k		800.00	38.80	View chart
Spdr Industrial Select Sector Fund Indl (XLI)	0.0	$31k	NEW	200.00	154.23	View chart
Dyne Therapeutics (DYN)	0.0	$30k	NEW	2.4k	12.65	View chart
Eos Energy Enterprises Incorporated Com Class A Com Cl A (EOSE)	0.0	$30k	NEW	2.6k	11.39	View chart
Hca Holdings (HCA)	0.0	$30k		70.00	426.20	View chart
National Retail Properties (NNN)	0.0	$30k		700.00	42.57	View chart
Mesabi Tr Ctf Ben Int Ctf Ben Int (MSB)	0.0	$29k		1.0k	29.27	View chart
Ishares Tr Expanded Tech Expanded Tech (IGV)	0.0	$29k		250.00	115.01	View chart
Extra Space Storage (EXR)	0.0	$28k		200.00	140.94	View chart
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN)	0.0	$28k		100.00	279.84	View chart
Lpl Financial Holdings (LPLA)	0.0	$27k	NEW	80.00	332.69	View chart
Rli (RLI)	0.0	$26k		400.00	65.22	View chart
Merck & Co (MRK)	0.0	$25k	-47%	300.00	83.93	View chart
SYSCO Corporation (SYY)	0.0	$25k	-25%	300.00	82.34	View chart
Ishares Tr Us Hlthcr Pr Etf Us Hlthcr Pr Etf (IHF)	0.0	$25k		500.00	49.39	View chart
John Hancock Multifactor Mid Cap Etf Multifactor Mi (JHMM)	0.0	$24k		366.00	64.69	View chart
Newmont Mining Corporation (NEM)	0.0	$24k	NEW	280.00	84.31	View chart
Motorola Solutions Incorporated Com New (MSI)	0.0	$23k		50.00	457.30	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.0	$23k	-98%	400.00	57.10	View chart
Nxp Semiconductors N V (NXPI)	0.0	$23k		100.00	227.73	View chart
CVS Caremark Corporation (CVS)	0.0	$23k	NEW	300.00	75.39	View chart
Mach Natural Resources Lp Com Unit Ltd Par Com Unit Ltd Par (MNR)	0.0	$22k	-34%	1.7k	13.18	View chart
Graniteshares 2x Long Tsla Daily Etf 2x Long Tsla Dai (TSLR)	0.0	$22k	-91%	650.00	34.00	View chart
Marsh & McLennan Companies (MMC)	0.0	$21k		102.00	201.53	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.0	$20k		100.00	203.59	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$20k	-85%	1.5k	13.55	View chart
Nexstar Media Group Incorporated Common Stock (NXST)	0.0	$20k	NEW	100.00	197.74	View chart
AFLAC Incorporated (AFL)	0.0	$19k		170.00	111.70	View chart
Ishares Incorporated Msci Eurzone Etf Msci Eurzone Etf (EZU)	0.0	$19k		300.00	61.94	View chart
McDonald's Corporation (MCD)	0.0	$18k		60.00	303.88	View chart
Amentum Holdings (AMTM)	0.0	$18k	-92%	744.00	23.95	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$17k		30.00	562.27	View chart
Honeywell International (HON)	0.0	$16k	-31%	76.00	210.50	View chart
Goldman Sachs Nasdaq 100 Premium Income Etf Nasdaq-100 Premi (GPIQ)	0.0	$16k	-92%	300.00	52.46	View chart
Analog Devices (ADI)	0.0	$16k		63.00	245.70	View chart
Keurig Dr Pepper (KDP)	0.0	$15k	-25%	600.00	25.51	View chart
Bhp Group Sponsored Ads (BHP)	0.0	$15k		268.00	55.75	View chart
Trevi Therapeutics (TRVI)	0.0	$15k	-20%	1.6k	9.15	View chart
Wheaton Precious Metals Corp (WPM)	0.0	$15k	NEW	130.00	111.84	View chart
Abbott Laboratories (ABT)	0.0	$15k		108.00	133.94	View chart
Expeditors International of Washington (EXPD)	0.0	$14k		116.00	122.59	View chart
ConocoPhillips (COP)	0.0	$14k		150.00	94.59	View chart
Starwood Property Trust (STWD)	0.0	$14k		700.00	19.37	View chart
Bristol Myers Squibb (BMY)	0.0	$14k		300.00	45.10	View chart
Palvella Therapeutics Inc Ne (PVLA)	0.0	$13k	NEW	200.00	62.69	View chart
Progressive Corporation (PGR)	0.0	$12k	-66%	50.00	246.96	View chart
Wearable Devices SHS (WLDS)	0.0	$12k	NEW	2.4k	4.87	View chart
Shift4 Pmts Incorporated Class A Cl A (FOUR)	0.0	$12k	NEW	150.00	77.40	View chart
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)	0.0	$12k		200.00	57.52	View chart
Spdr Utilities Select Sector Fund Sbi Int-utils (XLU)	0.0	$11k		130.00	87.21	View chart
Travelers Companies (TRV)	0.0	$11k		40.00	279.23	View chart
Spdr S&p Homebuilders Etf S&p Homebuild (XHB)	0.0	$11k	NEW	100.00	110.80	View chart
Stag Industrial (STAG)	0.0	$11k	-62%	300.00	35.29	View chart
New York Mortgage Tr (ADAM)	0.0	$11k		1.5k	6.97	View chart
Iron Mountain (IRM)	0.0	$10k		100.00	101.94	View chart
Brookfield Infrast Partners Lp Lp Int Unit Lp Int Unit (BIP)	0.0	$9.9k		300.00	32.89	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$9.7k		40.00	241.95	View chart
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)	0.0	$9.6k		100.00	95.89	View chart
Spdr Consumer Discretionary Select Sector Fund Sbi Cons Discr (XLY)	0.0	$9.3k		39.00	239.64	View chart
Blackrock (BLK)	0.0	$9.3k		8.00	1165.88	View chart
Applied Digital Corporation Com New (APLD)	0.0	$9.2k	-96%	400.00	22.94	View chart
Carrier Global Corporation (CARR)	0.0	$9.0k		150.00	59.70	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$8.9k		719.00	12.37	View chart
Ishares Tr S&p Sml 600 Gwt S&P SML 600 GWT (IJT)	0.0	$8.8k		62.00	141.50	View chart
Ellington Financial Inc ellington financ (EFC)	0.0	$7.8k		600.00	12.98	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$7.4k		300.00	24.80	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.0	$7.1k		400.00	17.82	View chart
Occidental Petroleum Corporation (OXY)	0.0	$7.1k	-25%	150.00	47.25	View chart
Horizon Technology Fin (HRZN)	0.0	$6.7k		1.1k	6.10	View chart
Yieldmax Magnificient 7 Fund Of Option Income Etfs Yieldmax Magnifi (YMAG)	0.0	$6.3k		400.00	15.71	View chart
Ivanhoe Electric (IE)	0.0	$6.3k		500.00	12.55	View chart
Fs Credit Opportunities Corporation Common Stock (FSCO)	0.0	$6.2k		900.00	6.91	View chart
PNC Financial Services (PNC)	0.0	$6.0k		30.00	200.93	View chart
Procter & Gamble Company (PG)	0.0	$6.0k		39.00	153.64	View chart
Zillow Group Incorporated Class A Cl A (ZG)	0.0	$6.0k		80.00	74.44	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$5.9k		13.00	456.00	View chart
Stmicroelectronics N V Ny Registry Ny Registry (STM)	0.0	$5.7k		200.00	28.26	View chart
Servicenow (NOW)	0.0	$5.5k		6.00	920.33	View chart
Put: Comcast Corp New Class Mar 30 Exp 03/20/26 100 Cmcsa Put (CMCSA)	0.0	$5.3k	NEW	30.00	176.00	View chart
Direxion Daily Msft Bull 2x Shares Daily Msft 2x Sh (MSFU)	0.0	$5.2k		100.00	52.10	View chart
Invesco Dwa Industrials Momentum Etf Dorsey Wrgt Inds (PRN)	0.0	$5.2k		30.00	172.77	View chart
Pfizer (PFE)	0.0	$5.1k	NEW	200.00	25.48	View chart
Proshares Trust Ii Vix Mid Term Futures Etf Vix Mdtrm Futr N (VIXM)	0.0	$4.7k	NEW	300.00	15.82	View chart
Siriusxm Holdings Incorporated Common Stock (SIRI)	0.0	$4.7k	NEW	200.00	23.27	View chart
Kkr Real Estate Finance Trust (KREF)	0.0	$4.5k		500.00	9.00	View chart
Ishares Tr S&p Mc 400vl Etf S&p Mc 400vl Etf (IJJ)	0.0	$4.2k		32.00	129.72	View chart
Dynex Cap (DX)	0.0	$4.1k		333.00	12.29	View chart
Cubesmart (CUBE)	0.0	$4.1k		100.00	40.66	View chart
Two Hbrs Invt Corp (TWO)	0.0	$3.7k		375.00	9.87	View chart
Ford Motor Company (F)	0.0	$3.6k		300.00	11.96	View chart
Lumen Technologies (LUMN)	0.0	$3.1k		500.00	6.12	View chart
Rigetti Computing Incorporated Common Stock (RGTI)	0.0	$3.0k		100.00	29.79	View chart
Amcor Plc Ord Ord (AMCR)	0.0	$2.5k	NEW	300.00	8.18	View chart
Magna Intl Inc cl a (MGA)	0.0	$1.9k		40.00	47.38	View chart
Suro Capital Corporation Com New (SSSS)	0.0	$1.8k		200.00	9.00	View chart
Soundhound Ai Incorporated Class A Class A Com (SOUN)	0.0	$1.6k		100.00	16.08	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$1.5k		90.00	16.42	View chart
Put: Cheesecake Factory Apr 55 Exp 04/17/26 100 Cake Put (CAKE)	0.0	$1.2k	NEW	2.00	580.00	View chart
New Fortress Energy Incorporated Com Class A Com Cl A (NFE)	0.0	$1.1k		500.00	2.21	View chart
Granite Pt Mtg Tr Incorporated Com Stk Reit Com Stk (GPMT)	0.0	$852.000000		284.00	3.00	View chart
Ge Healthcare Technologies Incorporated Common Stock (GEHC)	0.0	$225.000000	NEW	3.00	75.00	View chart

Past Filings by Chung Wu Investment Group

SEC 13F filings are viewable for Chung Wu Investment Group going back to 2024

Chung Wu Investment Group 2025 Q3 filed Nov. 4, 2025
Chung Wu Investment Group 2025 Q2 filed July 22, 2025
Chung Wu Investment Group 2025 Q1 filed April 23, 2025
Chung Wu Investment Group 2024 Q4 filed Feb. 7, 2025

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