Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

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, MU, SPYI, QQQI, DIA, and represent 31.79% of Chung Wu Investment Group's stock portfolio.
Added to shares of these 10 stocks: SPCX, SNDK, QQQI, UNH, SPYI, AZN, ASML, GDXJ, AMAT, C.
Started 57 new stock positions in EQ, WYFI, VMO, SJM, ASTS, AZN, IEMG, SNXX, C, BUD.
Reduced shares in these 10 stocks: AAOI, VST, CVX, CCJ, Honeywell International, KRMN, ZIM, KGS, IYY, SPUU.
Sold out of its positions in SILJ, RONB, CF, EXE, DXYZ, DNTH, TSLL, EXPE, TSLR, Honeywell International.
Chung Wu Investment Group was a net buyer of stock by $12M.
Chung Wu Investment Group has $152M in assets under management (AUM), dropping by 31.00%.
Central Index Key (CIK): 0002054278

Tip: Access up to 7 years of quarterly data

Positions held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Chung Wu Investment Group

Chung Wu Investment Group holds 283 positions in its portfolio as reported in the June 2026 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)	7.8	$12M		16k	748.89	View chart
Micron Technology (MU)	7.7	$12M		10k	1154.29	View chart
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)	5.5	$8.3M	+9%	157k	53.09	View chart
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)	5.5	$8.3M	+18%	146k	56.79	View chart
State Street Spdr Dow Jones Industrial Average Etf Ut Ser 1 (DIA)	5.3	$8.1M	+2%	15k	522.39	View chart
Microsoft Corporation (MSFT)	3.9	$6.0M		16k	373.02	View chart
Apple (AAPL)	3.7	$5.6M	-4%	19k	289.36	View chart
JPMorgan Chase & Co. (JPM)	3.3	$5.1M		15k	327.33	View chart
NVIDIA Corporation (NVDA)	2.3	$3.4M	+2%	17k	200.09	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	2.1	$3.3M	-6%	148k	22.04	View chart
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)	1.9	$2.9M		3.9k	746.77	View chart
Ge Vernova (GEV)	1.9	$2.9M	+3%	2.5k	1174.86	View chart
MasTec (MTZ)	1.9	$2.8M		6.8k	416.06	View chart
Antero Midstream Corp antero midstream (AM)	1.8	$2.8M		123k	22.75	View chart
Space Exploration Techn Corporation Class A Com Stk Class A Com Stk (SPCX)	1.7	$2.6M	NEW	16k	170.86	View chart
UnitedHealth (UNH)	1.5	$2.2M	+52%	5.3k	415.63	View chart
Exxon Mobil Corporation (XOM)	1.4	$2.1M		15k	136.72	View chart
Sandisk Corp (SNDK)	1.3	$1.9M	+262%	851.00	2273.73	View chart
Morgan Stanley Com New (MS)	1.3	$1.9M		9.1k	209.04	View chart
Applied Optoelectronics (AAOI)	1.3	$1.9M	-31%	13k	148.16	View chart
Goldman Sachs (GS)	1.2	$1.8M	-4%	1.8k	1011.37	View chart
Abbvie (ABBV)	1.1	$1.7M	-3%	6.7k	251.64	View chart
Lumentum Hldgs (LITE)	1.0	$1.6M	-9%	1.8k	858.06	View chart
Bloom Energy Corporation Com Class A Com Cl A (BE)	1.0	$1.5M	+22%	5.1k	302.70	View chart
Proshares Ultra Semiconductors Pshs Ult Semicdt (USD)	1.0	$1.5M	+2%	14k	104.26	View chart
Visa Incorporated Com Class A Com Cl A (V)	1.0	$1.5M		4.3k	343.09	View chart
Ge Aerospace Com New (GE)	1.0	$1.5M	+3%	4.0k	373.73	View chart
Simon Property (SPG)	0.9	$1.4M	-16%	6.2k	223.65	View chart
Ally Financial (ALLY)	0.7	$1.1M	-3%	25k	45.95	View chart
Home Depot (HD)	0.7	$1.1M	-4%	3.1k	352.68	View chart
Mastercard Incorporated Class A Cl A (MA)	0.7	$1.1M		2.1k	513.60	View chart
Ishares Tr Dow Jones Us Etf Dow Jones Us Etf (IYY)	0.6	$952k	-27%	5.2k	182.28	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Nasdaq Eqt Prem (JEPQ)	0.6	$947k	+3%	15k	61.46	View chart
Invesco Qqq Trust Unit Ser 1 (QQQ)	0.6	$884k	+50%	1.2k	736.40	View chart
Yieldmax Nvda Option Income Strategy Etf Yieldmax Nvda (NVDY)	0.5	$837k	+184%	67k	12.44	View chart
Viking Holdings Limited Ord Ord Shs (VIK)	0.5	$827k	+2%	7.9k	104.67	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Unit Ltd Partn (PAA)	0.5	$785k	-10%	35k	22.26	View chart
Solstice Advanced Matls Incorporated Com Shs (SOLS)	0.5	$754k		8.5k	88.60	View chart
Steel Dynamics (STLD)	0.5	$744k	+29%	3.2k	229.46	View chart
Direxion Daily S&p 500 Bull 2x Shares Daily 500 2x Etf (SPUU)	0.5	$733k	-32%	3.4k	215.61	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	0.5	$731k	-12%	2.1k	353.33	View chart
Roundhill Tsla Weeklypay Etf Tsla Weekl Etf (TSLW)	0.4	$661k	+21%	28k	23.76	View chart
Astrazeneca Plc Ord Ord (AZN)	0.4	$659k	NEW	3.5k	189.62	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.4	$633k	-2%	33k	19.12	View chart
Vaneck Junior Gold Miners Etf Junior Gold Mine (GDXJ)	0.4	$597k	+12060%	6.1k	98.25	View chart
Asml Holding Nv N Y Registry Shs (ASML)	0.4	$597k	NEW	300.00	1989.44	View chart
Applied Materials (AMAT)	0.4	$578k	NEW	800.00	723.00	View chart
Citigroup Incorporated Com New (C)	0.4	$560k	NEW	4.0k	139.96	View chart
Dycom Industries (DY)	0.4	$556k	+25%	1.1k	505.59	View chart
Caterpillar (CAT)	0.4	$554k		520.00	1064.90	View chart
Ftai Aviation SHS (FTAI)	0.4	$547k	NEW	2.0k	270.53	View chart
EOG Resources (EOG)	0.4	$545k		4.2k	129.73	View chart
Entergy Corporation (ETR)	0.4	$540k		4.7k	114.86	View chart
Southern Copper Corporation (SCCO)	0.3	$522k	+2%	3.0k	174.26	View chart
State Street Spdr S&p Biotech Etf St Str Sp Biot (XBI)	0.3	$522k	NEW	3.3k	158.25	View chart
Celestica (CLS)	0.3	$503k	NEW	1.4k	364.80	View chart
Take-Two Interactive Software (TTWO)	0.3	$500k		2.0k	249.98	View chart
Tradr 2x Long Sndk Daily Etf Trad 2x Sndk Etf (SNXX)	0.3	$496k	NEW	12k	42.05	View chart
Solaris Energy Infras Incorporated Com Class A Com Cl A (SEI)	0.3	$491k	+22%	6.1k	80.46	View chart
Onto Innovation (ONTO)	0.3	$484k	NEW	1.3k	378.45	View chart
Eli Lilly & Co. (LLY)	0.3	$480k	NEW	400.00	1199.43	View chart
Mplx Lp Com Unit Rep Com Unit Rep Ltd (MPLX)	0.3	$479k		8.5k	56.33	View chart
Oneok (OKE)	0.3	$474k		5.5k	86.94	View chart
Howmet Aerospace (HWM)	0.3	$457k	+21%	1.7k	268.86	View chart
Bank of America Corporation (BAC)	0.3	$453k		8.0k	56.98	View chart
Ast Spacemobile Incorporated Com Class A Com Cl A (ASTS)	0.3	$443k	NEW	5.0k	88.86	View chart
Neos Boosted Nasdaq-100 High Income Etf Boosted Nasdaq (XQQI)	0.3	$436k	NEW	8.2k	53.20	View chart
Neos Boosted S&p 500 High Income Etf Boosted S&p 500	0.3	$428k	NEW	8.6k	49.73	View chart
Graniteshares 2x Long Tsm Daily Etf 2x Lo Tsm Da Etf (TSMU)	0.3	$424k	NEW	4.6k	92.21	View chart
Dell Technologies Incorporated Class C CL C (DELL)	0.3	$388k	NEW	900.00	431.46	View chart
Ishares Incorporated Msci Sth Kor Etf Msci Sth Kor Etf (EWY)	0.3	$384k	NEW	1.9k	201.90	View chart
Proshares Tr Ultrapro Qqq Ultrapro Qqq (TQQQ)	0.2	$369k	-45%	4.6k	81.00	View chart
Kinder Morgan (KMI)	0.2	$368k	-2%	12k	31.97	View chart
Taiwan Semiconductor Manufact Sponsored Ads (TSM)	0.2	$358k		750.00	477.57	View chart
Meta Platforms Incorporated Class A Cl A (META)	0.2	$355k	+18%	630.00	563.29	View chart
Stmicroelectronics N V Ny Registry Ny Registry (STM)	0.2	$352k	+2250%	4.7k	74.89	View chart
Boeing Company (BA)	0.2	$349k	+1510%	1.6k	216.47	View chart
Chevron Corporation (CVX)	0.2	$335k	-64%	2.0k	165.76	View chart
Advanced Micro Devices (AMD)	0.2	$334k	+53%	575.00	580.91	View chart
Corning Incorporated (GLW)	0.2	$330k	+17%	1.3k	255.43	View chart
Costco Wholesale Corporation (COST)	0.2	$327k		350.00	935.47	View chart
Honeywell Aerospace (HONA)	0.2	$319k	NEW	1.4k	221.08	View chart
Reddit Incorporated Class A Cl A (RDDT)	0.2	$312k	-28%	1.8k	173.58	View chart
Wal-Mart Stores (WMT)	0.2	$310k		2.7k	113.26	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$303k	NEW	2.7k	112.32	View chart
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)	0.2	$299k	+992%	4.4k	68.41	View chart
Revolution Medicines (RVMD)	0.2	$281k	NEW	1.5k	187.28	View chart
Virtus Infracap U.s. Preferred Stock Etf Virtus Infrcap (PFFA)	0.2	$272k	-13%	13k	20.57	View chart
Broadcom (AVGO)	0.2	$264k	NEW	700.00	377.75	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.2	$240k	+133%	350.00	686.81	View chart
Ishares Tr Us Aer Def Etf Us Aer Def Etf (ITA)	0.2	$235k	-13%	970.00	242.42	View chart
Roundhill Memory Etf Memory Etf	0.2	$235k	NEW	3.2k	73.85	View chart
Honeywell International (HON)	0.2	$234k	NEW	1.0k	223.90	View chart
Viavi Solutions Inc equities (VIAV)	0.2	$229k	NEW	4.8k	47.75	View chart
Duke Energy Corporation Com New (DUK)	0.1	$227k		1.8k	126.58	View chart
Ferrari Nv Ord (RACE)	0.1	$223k		600.00	372.29	View chart
Rockwell Automation (ROK)	0.1	$223k	-15%	450.00	495.08	View chart
Direxion Daily Mu Bull 2x Shares Dly Mu Bull 2x (MUU)	0.1	$220k	+16%	210.00	1048.73	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.1	$214k	+3%	600.00	357.37	View chart
Nextera Energy (NEE)	0.1	$211k		2.4k	87.77	View chart
Applovin Corporation Com Class A Com Cl A (APP)	0.1	$206k	NEW	400.00	515.23	View chart
Proshares Ultra S&p500 Pshs Ult S&p 500 (SSO)	0.1	$205k		3.0k	67.38	View chart
Hercules Technology Growth Capital (HTGC)	0.1	$205k		13k	15.77	View chart
Raytheon Technologies Corp (RTX)	0.1	$201k		1.1k	189.73	View chart
Vanguard Value Etf Value Etf (VTV)	0.1	$194k	NEW	890.00	217.93	View chart
Scholar Rock Hldg Corp (SRRK)	0.1	$193k	-16%	3.5k	55.00	View chart
Vanguard Growth Etf Growth Etf (VUG)	0.1	$187k	NEW	2.2k	86.14	View chart
Fluor Corporation (FLR)	0.1	$175k	-47%	3.3k	52.39	View chart
Proshares Ultrashort Bloomberg Crude Oil Ulsht Bloomb Oil	0.1	$175k	NEW	5.0k	35.02	View chart
Ishares High Yield Muni Active Etf Ish Hig Mun Etf (HIMU)	0.1	$174k	NEW	3.5k	49.80	View chart
Graniteshares 2x Long Amd Daily Etf Granite 2x Long (AMDL)	0.1	$174k	+200%	2.1k	82.75	View chart
Hewlett Packard Enterprise (HPE)	0.1	$171k	NEW	3.8k	45.11	View chart
Lowe's Companies (LOW)	0.1	$171k	-11%	775.00	220.49	View chart
Palvella Therapeutics Inc Ne (PVLA)	0.1	$168k	-52%	1.1k	152.82	View chart
Cameco Corporation (CCJ)	0.1	$163k	-76%	1.6k	101.86	View chart
Septerna (SEPN)	0.1	$161k	NEW	4.8k	33.49	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.1	$150k		300.00	500.39	View chart
Vaneck Rare Earth And Strategic Metals Rare Ear Str Etf (REMX)	0.1	$145k		1.6k	88.50	View chart
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)	0.1	$144k		1.7k	82.65	View chart
Vaneck Uranium And Nuclear Etf Urani Nucle Etf (NLR)	0.1	$143k		1.2k	115.98	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$132k		358.00	368.38	View chart
Invesco Ai And Next Gen Software Etf Ai And Next Gen (IGPT)	0.1	$129k		1.2k	104.10	View chart
Tesla Motors (TSLA)	0.1	$126k		300.00	420.60	View chart
Sun Life Financial (SLF)	0.1	$122k		1.6k	78.42	View chart
Sunoco Lp/sunoco Fin Corporation Com Ut Rep Com Ut Rep Lp (SUN)	0.1	$122k		1.8k	67.50	View chart
Amazon (AMZN)	0.1	$119k		500.00	238.34	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$114k	+56%	9.4k	12.12	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$111k		10k	11.11	View chart
Tradr 2x Long Aaoi Daily Etf Tradr 2x Long (AAOX)	0.1	$111k	NEW	3.5k	31.61	View chart
Cigna Corp (CI)	0.1	$110k		400.00	275.68	View chart
Cisco Systems (CSCO)	0.1	$109k		931.00	117.46	View chart
Proshares Ultra Dow30 Pshs Ultra Dow30 (DDM)	0.1	$105k	+6%	1.6k	65.53	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.1	$105k	-44%	1.9k	56.48	View chart
TJX Companies (TJX)	0.1	$103k		680.00	151.50	View chart
Enterprise Products Partners (EPD)	0.1	$92k		2.5k	36.76	View chart
Jacobs Engineering Group (J)	0.1	$89k		702.00	126.00	View chart
Merck & Co (MRK)	0.1	$84k	+8%	650.00	128.50	View chart
Ishares Russell 1000 Etf Rus 1000 Etf (IWB)	0.1	$82k	NEW	200.00	409.50	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$81k		7.0k	11.60	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$77k		6.0k	12.80	View chart
Coca-Cola Company (KO)	0.0	$73k	+50%	900.00	81.27	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.0	$70k		6.0k	11.74	View chart
American Express Company (AXP)	0.0	$68k		201.00	338.25	View chart
Ishares Tr Core Msci Eafe Core Msci Eafe (IEFA)	0.0	$68k	NEW	700.00	96.58	View chart
TransDigm Group Incorporated (TDG)	0.0	$67k		50.00	1332.04	View chart
Tyra Biosciences (TYRA)	0.0	$64k		2.0k	31.94	View chart
Norfolk Southern (NSC)	0.0	$63k		200.00	314.59	View chart
Cheniere Energy Partners L P Com Unit Com Unit (CQP)	0.0	$61k		1.0k	60.95	View chart
State Street Technology Select Sector Spdr Etf St Str Techn Etf (XLK)	0.0	$60k		316.00	190.52	View chart
Southern Company (SO)	0.0	$57k		600.00	95.71	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$57k	+375%	190.00	300.45	View chart
Leidos Holdings (LDOS)	0.0	$57k		550.00	102.97	View chart
Intel Corporation (INTC)	0.0	$56k		400.00	139.63	View chart
Verizon Communications (VZ)	0.0	$55k		1.3k	42.34	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$54k		2.3k	23.54	View chart
Equillium (EQ)	0.0	$53k	NEW	17k	3.20	View chart
Kinetik Holdings Incorporated Com New Class A Com New Cl A (KNTK)	0.0	$50k		1.0k	48.34	View chart
Bhp Billiton Sponsored Ads (BHP)	0.0	$50k		600.00	83.31	View chart
Whitefiber Incorporated SHS (WYFI)	0.0	$47k	NEW	1.2k	38.85	View chart
Fidelity Total Bond Etf Total Bd Etf (FBND)	0.0	$46k		1.0k	45.49	View chart
Dyne Therapeutics (DYN)	0.0	$44k		2.0k	22.21	View chart
Ishares Tr Russell 3000 Etf Russell 3000 Etf (IWV)	0.0	$43k	NEW	100.00	426.40	View chart
Lockheed Martin Corporation (LMT)	0.0	$41k		80.00	509.46	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$39k	-91%	1.5k	26.00	View chart
East West Ban (EWBC)	0.0	$39k		300.00	129.09	View chart
Newmont Mining Corporation (NEM)	0.0	$37k		400.00	93.40	View chart
Trevi Therapeutics (TRVI)	0.0	$37k		2.0k	18.65	View chart
Fs Kkr Capital Corp (FSK)	0.0	$37k		3.5k	10.50	View chart
CenterPoint Energy (CNP)	0.0	$35k		800.00	44.04	View chart
Vir Biotechnology (VIR)	0.0	$35k		3.4k	10.19	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$35k		3.6k	9.57	View chart
Tradr 2x Long Wdc Daily Etf Tradr 2x Wdc Etf (WDCX)	0.0	$34k	NEW	800.00	42.26	View chart
Ishares Incorporated Core Msci Emkt Core Msci Emkt (IEMG)	0.0	$33k	NEW	400.00	82.84	View chart
Kraneshares Global Humanoid And Embodied Intelligence Gbl Humanoid Rob (KOID)	0.0	$33k		800.00	41.22	View chart
National Retail Properties (NNN)	0.0	$33k		700.00	46.53	View chart
Ishares Incorporated Msci Hong Kg Etf Msci Hong Kg Etf (EWH)	0.0	$31k	-42%	1.5k	20.92	View chart
Invesco Van Kampen Muni Opp Trust (VMO)	0.0	$30k	NEW	3.0k	9.87	View chart
Extra Space Storage (EXR)	0.0	$29k		200.00	145.30	View chart
Defiance Quantum Etf Defia Quant Etf (QTUM)	0.0	$28k	+70%	170.00	165.38	View chart
Nxp Semiconductors N V (NXPI)	0.0	$28k		100.00	281.03	View chart
Ishares Tr Us Hlthcr Pr Etf Us Hlthcr Pr Etf (IHF)	0.0	$28k		500.00	55.33	View chart
Tectonic Therapeutic (TECX)	0.0	$28k	NEW	800.00	34.38	View chart
John Hancock Multifactor Mid Cap Etf Multifactor Mi (JHMM)	0.0	$27k		366.00	74.96	View chart
Hca Holdings (HCA)	0.0	$27k		70.00	389.89	View chart
Ishares Tr Expanded Tech Expanded Tech (IGV)	0.0	$27k	NEW	300.00	90.60	View chart
United Therapeutics Corporation (UTHR)	0.0	$27k		50.00	541.84	View chart
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN)	0.0	$27k		100.00	264.72	View chart
Putnam Focused Large Cap Value Etf Focused Lar Cap (PVAL)	0.0	$26k	NEW	510.00	50.95	View chart
The Wisdomtree Trust Fltg Rate Treasury Fund Floatng Rat Trea (USFR)	0.0	$25k		500.00	50.35	View chart
SYSCO Corporation (SYY)	0.0	$25k		300.00	83.58	View chart
Analog Devices (ADI)	0.0	$25k		63.00	397.17	View chart
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD)	0.0	$25k	NEW	300.00	82.40	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.0	$24k		100.00	242.43	View chart
Rli (RLI)	0.0	$24k		400.00	59.07	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$24k		200.00	117.67	View chart
BlackRock MuniHoldings Fund (MHD)	0.0	$22k	NEW	1.9k	11.90	View chart
Carrier Global Corporation (CARR)	0.0	$22k	+50%	300.00	73.35	View chart
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD)	0.0	$21k	-50%	1.2k	18.43	View chart
Ishares Incorporated Msci Eurzone Etf Msci Eurzone Etf (EZU)	0.0	$21k		300.00	69.50	View chart
Motorola Solutions Incorporated Com New (MSI)	0.0	$21k		50.00	415.30	View chart
CVS Caremark Corporation (CVS)	0.0	$21k		200.00	103.45	View chart
Invesco Van Kampen Municipal Trust (VKQ)	0.0	$20k	NEW	2.0k	10.04	View chart
Texas Capital Government Money Market Etf Govt Money Mkt (MMKT)	0.0	$20k	-75%	200.00	100.22	View chart
Keurig Dr Pepper (KDP)	0.0	$20k		600.00	32.73	View chart
Global X Data Center & Digital Infrastructure Etf Data Ctr Dig Etf (DTCR)	0.0	$19k	+90%	630.00	30.37	View chart
Expeditors International of Washington (EXPD)	0.0	$19k		116.00	162.98	View chart
Ambev Sa Sponsored Adr (ABEV)	0.0	$19k		6.0k	3.14	View chart
Applied Digital Corporation Com New (APLD)	0.0	$19k		500.00	37.30	View chart
Qualcomm (QCOM)	0.0	$19k	-50%	100.00	184.79	View chart
First Tr Exchange-traded Fd Indxx Aerospace & Defense Etf Indxx Aerospace (MISL)	0.0	$18k		400.00	45.77	View chart
Diamondback Energy (FANG)	0.0	$18k		100.00	175.78	View chart
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY)	0.0	$18k		130.00	134.56	View chart
Bristol Myers Squibb (BMY)	0.0	$17k		300.00	57.62	View chart
Smucker J M Company Com New (SJM)	0.0	$17k	NEW	150.00	112.50	View chart
McDonald's Corporation (MCD)	0.0	$16k		60.00	270.32	View chart
Pacer Fds Tr Data & Digital Revolution Etf Data & Digi Revo (TRFK)	0.0	$16k		150.00	106.70	View chart
ConocoPhillips (COP)	0.0	$16k		150.00	103.96	View chart
Amentum Holdings (AMTM)	0.0	$15k		744.00	20.67	View chart
Progressive Corporation (PGR)	0.0	$15k		70.00	218.46	View chart
Abrdn Asia Pacific Income Fund Com New (FAX)	0.0	$15k	NEW	1.0k	14.71	View chart
Fabrinet SHS (FN)	0.0	$14k		25.00	562.08	View chart
Taysha Gene Therapies Incorporated Com Shs (TSHA)	0.0	$14k		2.0k	6.81	View chart
Travelers Companies (TRV)	0.0	$13k		40.00	330.12	View chart
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)	0.0	$12k		200.00	61.23	View chart
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)	0.0	$12k		100.00	117.50	View chart
AFLAC Incorporated (AFL)	0.0	$12k		100.00	117.25	View chart
Palantir Technologies Cl A (PLTR)	0.0	$12k		100.00	116.67	View chart
Ishares Tr S&p Sml 600 Gwt S&P SML 600 GWT (IJT)	0.0	$11k		62.00	178.60	View chart
Brookfield Infrastructure Part Lp Int Unit Lp Int Unit (BIP)	0.0	$11k		300.00	36.49	View chart
Navitas Semiconductor Corp-a (NVTS)	0.0	$11k	NEW	600.00	17.92	View chart
Direxion Daily Magnificent 7 Bull 2x Shares Dail Ma 7 2x Etf (QQQU)	0.0	$10k		200.00	51.15	View chart
Hexcel Corporation (HXL)	0.0	$10k	NEW	100.00	100.06	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$9.9k		719.00	13.83	View chart
Carvana Company Class A Cl A (CVNA)	0.0	$9.9k	+400%	150.00	65.82	View chart
State Street Consumer Discretionary Select Sector St Str Discr Etf (XLY)	0.0	$9.1k		78.00	117.28	View chart
Amcor Com New (AMCR)	0.0	$8.7k	NEW	200.00	43.35	View chart
Marsh & McLennan Companies (MRSH)	0.0	$8.5k	-50%	51.00	166.67	View chart
Ellington Financial Inc ellington financ (EFC)	0.0	$8.2k		600.00	13.61	View chart
Invesco Dwa Industrials Momentum Etf Dorsey Wrgt Inds (PRN)	0.0	$7.8k		30.00	260.70	View chart
Rigetti Computing Incorporated Common Stock (RGTI)	0.0	$6.8k	+250%	350.00	19.32	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.0	$6.8k		400.00	16.90	View chart
Defiance Daily Target 2x Long Smci Etf Defi Da Smci Etf (SMCX)	0.0	$6.2k	NEW	700.00	8.92	View chart
Enovix Corp (ENVX)	0.0	$6.1k	NEW	1.0k	6.07	View chart
Siriusxm Holdings Incorporated Common Stock (SIRI)	0.0	$5.9k		200.00	29.54	View chart
Genuine Parts Company (GPC)	0.0	$5.9k		50.00	117.98	View chart
State Street Utilities Select Sector Spdr Etf St Str Util Etf (XLU)	0.0	$5.9k	-50%	130.00	45.34	View chart
Aar (AIR)	0.0	$5.7k		40.00	142.93	View chart
Stag Industrial (STAG)	0.0	$5.7k	-50%	150.00	38.06	View chart
Carlyle Credit Income Fund Shs Ben Int Shs Ben Int (CCIF)	0.0	$5.6k		2.0k	2.79	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$5.4k		300.00	18.15	View chart
Oklo Incorporated Com Class A Com Cl A (OKLO)	0.0	$5.2k		100.00	52.33	View chart
Horizon Technology Fin (HRZN)	0.0	$5.2k		1.1k	4.73	View chart
Abbott Laboratories (ABT)	0.0	$4.9k	-50%	54.00	90.74	View chart
Pfizer (PFE)	0.0	$4.8k		200.00	24.08	View chart
Ishares Tr S&p Mc 400vl Etf S&p Mc 400vl Etf (IJJ)	0.0	$4.7k		32.00	147.72	View chart
Lexeo Therapeutics (LXEO)	0.0	$4.7k	NEW	1.0k	4.66	View chart
Dynex Cap (DX)	0.0	$4.4k		333.00	13.11	View chart
Proshares Trust Ii Vix Mid Term Futures Etf Vix Mdtrm Futr N (VIXM)	0.0	$4.3k		300.00	14.35	View chart
Ford Motor Company (F)	0.0	$4.2k		300.00	13.90	View chart
Cubesmart (CUBE)	0.0	$4.0k		100.00	39.77	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$3.9k		13.00	301.00	View chart
Quantum Computing (QUBT)	0.0	$3.9k		400.00	9.70	View chart
Blackrock (BLK)	0.0	$3.8k		4.00	961.50	View chart
Alliancebernstein Hldg L P Unit Ltd Partn Unit Ltd Partn (AB)	0.0	$3.5k		100.00	35.22	View chart
8x8 (EGHT)	0.0	$3.4k	NEW	2.0k	1.71	View chart
Kkr Real Estate Finance Trust (KREF)	0.0	$3.4k		500.00	6.84	View chart
Veru Incorporated Com New (VERU)	0.0	$3.1k		1.0k	3.13	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$3.1k		400.00	7.74	View chart
Servicenow (NOW)	0.0	$3.0k		30.00	99.27	View chart
Realloys (ALOY)	0.0	$2.9k	NEW	200.00	14.45	View chart
Alexandria Real Estate Equities (ARE)	0.0	$2.6k		50.00	52.86	View chart
Magna Intl Inc cl a (MGA)	0.0	$2.6k		40.00	65.65	View chart
Strategy Incorporated Class A Cl A New (MSTR)	0.0	$2.6k	+100%	30.00	86.93	View chart
Occidental Petroleum Corporation (OXY)	0.0	$2.4k		50.00	48.58	View chart
Integra Res Corp (ITRG)	0.0	$2.3k		1.0k	2.27	View chart
Mobileye Global Incorporated Common Class A Common Class A (MBLY)	0.0	$1.9k		200.00	9.68	View chart
Joby Aviation Incorporated Common Stock (JOBY)	0.0	$1.8k		200.00	8.92	View chart
Defiance Daily Target 2x Long Mstr Etf De 2x Lo Ms Etf (MSTX)	0.0	$1.5k	NEW	200.00	7.44	View chart
Ramaco Res Incorporated Com Class A Com Cl A (METC)	0.0	$1.3k		100.00	13.23	View chart
Soundhound Ai Incorporated Class A Class A Com (SOUN)	0.0	$647.000000		100.00	6.47	View chart
Granite Pt Mtg Tr Incorporated Com Stk Reit Com Stk (GPMT)	0.0	$426.000000		284.00	1.50	View chart
Put: Kohls Corporation Jan 15 Exp 01/15/27 100 Kss Put (KSS)	0.0	$364.000000		2.00	182.00	View chart
New Fortress Energy Incorporated Com Class A Com Cl A (NFE)	0.0	$182.000000		500.00	0.36	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 2026 Q2 filed July 31, 2026
Chung Wu Investment Group 2026 Q1 filed May 12, 2026
Chung Wu Investment Group 2025 Q4 filed Feb. 2, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z