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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, SPYI, QQQI, and represent 31.89% of Chung Wu Investment Group's stock portfolio.
Added to shares of these 10 stocks: SPYI, QQQI, ROK, DAL, TQQQ, USD, NFLX, LLY, SOLS, DDM.
Started 33 new stock positions in AXGN, ITRG, VERU, ARE, SCCO, MDLN, GWRE, VLO, BBIO, TYRA.
Reduced shares in these 10 stocks: UNH, CRDO, PFFA, MP, SNOW, , AJG, IREN, UBER, CVNA.
Sold out of its positions in BA, CMCSA, ELF, FI, AJG, GPIQ, ETHE, TLT, ETHA, IE.
Chung Wu Investment Group was a net buyer of stock by $1.7M.
Chung Wu Investment Group has $122M in assets under management (AUM), dropping by 1.83%.
Central Index Key (CIK): 0002054278

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Portfolio Holdings for Chung Wu Investment Group

Chung Wu Investment Group holds 262 positions in its portfolio as reported in the December 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)	9.1	$11M		16k	684.94	View chart
Microsoft Corporation (MSFT)	6.6	$8.1M		17k	483.62	View chart
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)	6.0	$7.4M		15k	480.57	View chart
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)	5.1	$6.3M	+21%	120k	52.53	View chart
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)	5.0	$6.2M	+15%	115k	53.86	View chart
Apple (AAPL)	4.6	$5.7M		21k	271.86	View chart
JPMorgan Chase & Co. (JPM)	4.3	$5.3M	+6%	16k	322.22	View chart
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)	3.0	$3.7M		159k	23.41	View chart
NVIDIA Corporation (NVDA)	2.6	$3.1M	+5%	17k	186.50	View chart
Spdr S&p 500 Etf Tr Unit (SPY)	2.2	$2.6M		3.9k	681.92	View chart
Micron Technology (MU)	2.1	$2.6M	-4%	9.1k	285.41	View chart
Antero Midstream Corp antero midstream (AM)	1.8	$2.3M		127k	17.79	View chart
Abbvie (ABBV)	1.6	$1.9M	+21%	8.3k	228.49	View chart
Goldman Sachs (GS)	1.5	$1.9M	+2%	2.1k	879.00	View chart
Exxon Mobil Corporation (XOM)	1.5	$1.8M		15k	120.34	View chart
Morgan Stanley Com New (MS)	1.4	$1.7M		9.7k	177.53	View chart
UnitedHealth (UNH)	1.4	$1.7M	-27%	5.1k	330.11	View chart
Ge Vernova (GEV)	1.3	$1.6M	+11%	2.5k	653.57	View chart
Ally Financial (ALLY)	1.3	$1.6M	-10%	35k	45.29	View chart
Visa Incorporated Com Class A Com Cl A (V)	1.3	$1.6M		4.5k	350.71	View chart
MasTec (MTZ)	1.2	$1.5M	+5%	7.0k	217.37	View chart
Simon Property (SPG)	1.1	$1.4M		7.6k	185.11	View chart
Mastercard Incorporated Class A Cl A (MA)	1.0	$1.3M		2.2k	570.88	View chart
Ge Aerospace Com New (GE)	0.9	$1.1M		3.7k	308.03	View chart
Home Depot (HD)	0.9	$1.1M	-2%	3.3k	344.10	View chart
Vaneck Junior Gold Miners Etf Junior Gold Mine (GDXJ)	0.9	$1.0M	-10%	9.2k	113.78	View chart
Meta Platforms Incorporated Class A Cl A (META)	0.8	$1.0M	-12%	1.5k	660.09	View chart
Vistra Energy (VST)	0.8	$995k	-18%	6.2k	161.33	View chart
Proshares Ultra Semiconductors Pshs Ult Semicdt (USD)	0.8	$956k	+116%	18k	52.51	View chart
Proshares Tr Ultrapro Qqq Ultrapro Qqq (TQQQ)	0.7	$909k	+144%	17k	52.72	View chart
Lumentum Hldgs (LITE)	0.7	$885k	-7%	2.4k	368.59	View chart
Oneok (OKE)	0.7	$883k	-16%	12k	73.50	View chart
Global X Silver Miners Etf Global X Silver (SIL)	0.7	$869k	+2%	10k	83.52	View chart
Ishares Tr Dow Jones Us Etf Dow Jones Us Etf (IYY)	0.7	$866k		5.2k	165.81	View chart
Jpmorgan Nasdaq Equity Premium Income Etf Nasdaq Eqt Prem (JEPQ)	0.7	$815k		14k	58.12	View chart
Amazon (AMZN)	0.7	$803k	-7%	3.5k	230.82	View chart
Applied Optoelectronics (AAOI)	0.6	$764k	+4%	22k	34.86	View chart
Kratos Defense & Sec Solutions Com New (KTOS)	0.6	$741k	+18%	9.8k	75.91	View chart
Applovin Corporation Com Class A Com Cl A (APP)	0.6	$728k	-5%	1.1k	673.82	View chart
Plains All Amern Pipeline L P Unit Ltd Partn Unit Ltd Partn (PAA)	0.6	$709k	+11%	40k	17.96	View chart
Rockwell Automation (ROK)	0.5	$667k	NEW	1.7k	389.07	View chart
Astrazeneca Sponsored Adr	0.5	$639k		7.0k	91.93	View chart
Delta Air Lines Incorporated Del Com New (DAL)	0.5	$626k	+802%	9.0k	69.40	View chart
Cameco Corporation (CCJ)	0.5	$597k	+71%	6.5k	91.49	View chart
Viking Holdings Limited Ord Ord Shs (VIK)	0.5	$592k	+15%	8.3k	71.41	View chart
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET)	0.5	$586k	-2%	36k	16.49	View chart
Netflix (NFLX)	0.5	$553k	+702%	5.9k	93.76	View chart
Chevron Corporation (CVX)	0.5	$552k	-8%	3.6k	152.41	View chart
Direxion Daily Tsla Bull 2x Shares Daily Tsla 2x Sh (TSLL)	0.4	$497k	-18%	26k	19.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$491k	+6%	800.00	614.31	View chart
EOG Resources (EOG)	0.4	$486k		4.6k	105.01	View chart
Howmet Aerospace (HWM)	0.4	$472k	+43%	2.3k	205.02	View chart
Palantir Technologies Incorporated Class A Cl A (PLTR)	0.4	$462k		2.6k	177.75	View chart
Mplx Lp Com Unit Rep Com Unit Rep Ltd (MPLX)	0.4	$454k		8.5k	53.37	View chart
Bank of America Corporation (BAC)	0.4	$437k		8.0k	55.00	View chart
Entergy Corporation (ETR)	0.4	$435k		4.7k	92.43	View chart
Norfolk Southern (NSC)	0.4	$433k		1.5k	288.72	View chart
Eli Lilly & Co. (LLY)	0.4	$430k	NEW	400.00	1074.68	View chart
Genedx Holdings Corporation Com Class A Com Cl A (WGS)	0.4	$429k	-8%	3.3k	130.06	View chart
Expedia Group Incorporated Com New (EXPE)	0.3	$425k	-11%	1.5k	283.31	View chart
Take-Two Interactive Software (TTWO)	0.3	$410k	-11%	1.6k	256.03	View chart
Solstice Advanced Matls Incorporated Com Shs (SOLS)	0.3	$408k	NEW	8.4k	48.58	View chart
Proshares Ultra Dow30 Pshs Ultra Dow30 (DDM)	0.3	$381k	+1575%	6.7k	56.86	View chart
Virtus Infracap U.s. Preferred Stock Etf Virtus Infrcap (PFFA)	0.3	$377k	-54%	18k	21.55	View chart
Advanced Micro Devices (AMD)	0.3	$363k	-36%	1.7k	214.16	View chart
AeroVironment (AVAV)	0.3	$363k		1.5k	241.89	View chart
Kinder Morgan (KMI)	0.3	$331k	-12%	12k	27.49	View chart
Palo Alto Networks (PANW)	0.3	$306k		1.7k	184.20	View chart
Novo-nordisk A S Adr (NVO)	0.2	$305k	NEW	6.0k	50.88	View chart
Wal-Mart Stores (WMT)	0.2	$305k		2.7k	111.41	View chart
Costco Wholesale Corporation (COST)	0.2	$302k		350.00	862.34	View chart
Alphabet Incorporated Cap Stk Class C Cap Stk Cl C (GOOG)	0.2	$273k	+52%	870.00	313.80	View chart
Palvella Therapeutics Inc Ne (PVLA)	0.2	$272k	+1200%	2.6k	104.67	View chart
Direxion Daily S&p 500 Bull 2x Shares Dly S&p500 2xs (SPUU)	0.2	$269k	+58%	1.5k	184.10	View chart
Wheaton Precious Metals Corp (WPM)	0.2	$250k	+1538%	2.1k	117.52	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$244k		13k	18.82	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.2	$243k		800.00	303.89	View chart
Proshares Ultra S&p500 Pshs Ult S&p 500 (SSO)	0.2	$240k	+24%	4.1k	57.92	View chart
Duke Energy Corporation Com New (DUK)	0.2	$237k		2.0k	117.21	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$230k	-46%	1.5k	154.14	View chart
Natera (NTRA)	0.2	$229k		1.0k	229.09	View chart
Graniteshares 2x Long Nvda Daily Etf 2x Long Nvda Dai (NVDL)	0.2	$220k	+177%	2.5k	88.01	View chart
Honeywell International (HON)	0.2	$220k	+1381%	1.1k	195.09	View chart
Lowe's Companies (LOW)	0.2	$211k		875.00	241.16	View chart
Pdd Holdings Incorporated Sponsored Ads (PDD)	0.2	$204k		1.8k	113.39	View chart
Raytheon Technologies Corp (RTX)	0.2	$194k		1.1k	183.40	View chart
Nextera Energy (NEE)	0.2	$193k		2.4k	80.28	View chart
Solaris Energy Infras Incorporated Com Class A Com Cl A (SEI)	0.2	$184k	+207%	4.0k	45.97	View chart
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL)	0.1	$182k		580.00	313.00	View chart
Insmed Incorporated Com Par $.01 Com Par $.01 (INSM)	0.1	$178k	-40%	1.0k	174.04	View chart
Medline Incorporated Com Class A Com Cl A (MDLN)	0.1	$155k	NEW	3.7k	42.00	View chart
Vaneck Uranium And Nuclear Etf Uranium And Nucl (NLR)	0.1	$153k	+36%	1.2k	124.20	View chart
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B)	0.1	$151k		300.00	502.65	View chart
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT)	0.1	$146k		1.7k	83.75	View chart
Warner Bros Discovery Incorporated Com Ser A Com Ser A (WBD)	0.1	$144k	+4%	5.0k	28.82	View chart
Spdr Gold Shares Gold Shs (GLD)	0.1	$142k		358.00	396.31	View chart
Guidewire Software (GWRE)	0.1	$141k	NEW	700.00	201.01	View chart
Tesla Motors (TSLA)	0.1	$135k		300.00	449.72	View chart
Fluor Corporation (FLR)	0.1	$133k		3.3k	39.63	View chart
Axogen (AXGN)	0.1	$131k	NEW	4.0k	32.73	View chart
Valero Energy Corporation (VLO)	0.1	$129k	NEW	790.00	162.79	View chart
Rev	0.1	$122k	NEW	2.0k	60.81	View chart
Joby Aviation Incorporated Common Stock (JOBY)	0.1	$119k	+28%	9.0k	13.20	View chart
Cigna Corp (CI)	0.1	$110k		400.00	275.23	View chart
Blackrock Muniyield Insured Fund (MYI)	0.1	$109k		10k	10.87	View chart
Vor Biopharma Incorporated Com New (VOR)	0.1	$109k	NEW	8.3k	13.08	View chart
TJX Companies (TJX)	0.1	$105k		680.00	153.61	View chart
Vaneck Rare Earth And Strategic Metals Rare Earth And S (REMX)	0.1	$104k	NEW	1.4k	73.92	View chart
Texas Capital Government Money Market Etf Govt Money Mkt (MMKT)	0.1	$100k	NEW	1.0k	100.22	View chart
Leidos Holdings (LDOS)	0.1	$99k		550.00	180.40	View chart
Sun Life Financial (SLF)	0.1	$97k		1.6k	62.40	View chart
Sunoco Lp/sunoco Fin Corporation Com Ut Rep Com Ut Rep Lp (SUN)	0.1	$94k		1.8k	52.41	View chart
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO)	0.1	$94k		150.00	627.13	View chart
Jacobs Engineering Group (J)	0.1	$93k		702.00	132.46	View chart
Coca-Cola Company (KO)	0.1	$84k		1.2k	69.91	View chart
Enterprise Products Partners (EPD)	0.1	$80k		2.5k	32.06	View chart
Blackrock Muniyield Quality Fund (MQY)	0.1	$79k		7.0k	11.30	View chart
Strategy Incorporated Class A Cl A New (MSTR)	0.1	$78k	-65%	515.00	151.95	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$76k		6.0k	12.66	View chart
Invesco Ai And Next Gen Software Etf Ai And Next Gen (IGPT)	0.1	$74k		1.2k	59.47	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$72k		6.0k	12.02	View chart
Cisco Systems (CSCO)	0.1	$72k		931.00	77.03	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$70k		6.0k	11.63	View chart
Fidelity Total Bond Etf Total Bd Etf (FBND)	0.1	$69k		1.5k	46.04	View chart
TransDigm Group Incorporated (TDG)	0.1	$67k		50.00	1329.86	View chart
Verizon Communications (VZ)	0.1	$65k	-55%	1.6k	40.73	View chart
Merck & Co (MRK)	0.1	$63k	+100%	600.00	105.26	View chart
Marvell Technology (MRVL)	0.0	$60k	NEW	700.00	84.98	View chart
American Express Company (AXP)	0.0	$56k		151.00	369.95	View chart
Dyne Therapeutics (DYN)	0.0	$55k	+16%	2.8k	19.56	View chart
Cheniere Energy Partners Lp Com Unit Com Unit (CQP)	0.0	$54k		1.0k	53.48	View chart
Eaton Vance Tax-advntg Glbl Di (ETG)	0.0	$53k		2.3k	23.10	View chart
Newmont Mining Corporation (NEM)	0.0	$53k	+89%	530.00	99.85	View chart
Tyra Biosciences (TYRA)	0.0	$53k	NEW	2.0k	26.29	View chart
Southern Company (SO)	0.0	$52k		600.00	87.20	View chart
Fs Kkr Capital Corp (FSK)	0.0	$52k		3.5k	14.81	View chart
United Therapeutics Corporation (UTHR)	0.0	$49k		100.00	487.25	View chart
Ishares Tr Us Home Cons Etf Us Home Cons Etf (ITB)	0.0	$48k		500.00	96.30	View chart
Southern Copper Corporation (SCCO)	0.0	$47k	NEW	325.00	143.47	View chart
Vale S A Sponsored Ads (VALE)	0.0	$46k		3.5k	13.03	View chart
State Street Technology Select Sector Spdr Etf State Street Tec (XLK)	0.0	$46k	+100%	316.00	143.97	View chart
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY)	0.0	$43k		330.00	130.08	View chart
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD)	0.0	$41k		2.3k	17.67	View chart
Ishares Tr Us Aer Def Etf Us Aer Def Etf (ITA)	0.0	$39k		180.00	214.69	View chart
Mesabi Tr Ctf Ben Int Ctf Ben Int (MSB)	0.0	$39k		1.0k	38.52	View chart
Infinity Nat Res Incorporated Com Class A Com Cl A (INR)	0.0	$38k	NEW	2.6k	14.73	View chart
Ishares Tr China Lg-cap Etf China Lg-cap Etf (FXI)	0.0	$38k		1.0k	38.29	View chart
Kinetik Holdings Incorporated Com New Class A Com New Cl A (KNTK)	0.0	$38k	-17%	1.0k	36.05	View chart
Ishares Incorporated Msci Hong Kg Etf Msci Hong Kg Etf (EWH)	0.0	$36k		1.7k	21.25	View chart
Lpl Financial Holdings (LPLA)	0.0	$36k	+25%	100.00	357.17	View chart
Petroleo Brasileiro Sa Petrobr Sponsored Adr (PBR)	0.0	$36k		3.0k	11.85	View chart
Qualcomm (QCOM)	0.0	$34k		200.00	171.05	View chart
BlackRock Enhanced Dividend Achievers Tr (BDJ)	0.0	$34k		3.6k	9.48	View chart
East West Ban (EWBC)	0.0	$34k		300.00	112.39	View chart
Hca Holdings (HCA)	0.0	$33k		70.00	466.86	View chart
Zim Integrated Shipping Serv SHS (ZIM)	0.0	$32k		1.5k	21.23	View chart
CenterPoint Energy (CNP)	0.0	$31k		800.00	38.34	View chart
National Retail Properties (NNN)	0.0	$28k		700.00	39.63	View chart
Sandisk Corp (SNDK)	0.0	$27k	NEW	115.00	237.38	View chart
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN)	0.0	$27k		100.00	269.18	View chart
Ishares Tr Expanded Tech Expanded Tech (IGV)	0.0	$26k		250.00	105.69	View chart
Extra Space Storage (EXR)	0.0	$26k		200.00	130.22	View chart
Rli (RLI)	0.0	$26k		400.00	63.98	View chart
The Wisdomtree Trust Fltg Rate Treasury Fund Floatng Rat Trea (USFR)	0.0	$25k	-66%	500.00	50.32	View chart
Trevi Therapeutics (TRVI)	0.0	$25k	+25%	2.0k	12.52	View chart
Global X Fds Emerging Markets Great Cons Emerging Mkt Grt (EMC)	0.0	$25k	NEW	800.00	30.74	View chart
Ishares Tr Us Hlthcr Pr Etf Us Hlthcr Pr Etf (IHF)	0.0	$24k		500.00	47.94	View chart
John Hancock Multifactor Mid Cap Etf Multifactor Mi (JHMM)	0.0	$24k		366.00	65.48	View chart
CVS Caremark Corporation (CVS)	0.0	$24k		300.00	79.36	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$23k		30.00	771.87	View chart
Bridgebio Pharma (BBIO)	0.0	$23k	NEW	300.00	76.49	View chart
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)	0.0	$23k		400.00	57.24	View chart
SYSCO Corporation (SYY)	0.0	$22k		300.00	73.69	View chart
Taysha Gene Therapies Incorporated Com Shs (TSHA)	0.0	$22k	NEW	4.0k	5.50	View chart
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM)	0.0	$22k	-90%	400.00	54.71	View chart
Nxp Semiconductors N V (NXPI)	0.0	$22k		100.00	217.06	View chart
Amentum Holdings (AMTM)	0.0	$22k		744.00	29.00	View chart
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD)	0.0	$21k		100.00	210.34	View chart
Graniteshares 2x Long Tsla Daily Etf 2x Long Tsla Dai (TSLR)	0.0	$21k		650.00	32.02	View chart
Nexstar Media Group Incorporated Common Stock (NXST)	0.0	$20k		100.00	203.05	View chart
Applied Digital Corporation Com New (APLD)	0.0	$20k	+100%	800.00	24.52	View chart
Ishares Incorporated Msci Eurzone Etf Msci Eurzone Etf (EZU)	0.0	$19k		300.00	64.10	View chart
Motorola Solutions Incorporated Com New (MSI)	0.0	$19k		50.00	383.32	View chart
Marsh & McLennan Companies	0.0	$19k		102.00	185.52	View chart
Oklo Incorporated Com Class A Com Cl A (OKLO)	0.0	$19k	-91%	260.00	71.76	View chart
McDonald's Corporation (MCD)	0.0	$18k		60.00	305.63	View chart
Expeditors International of Washington (EXPD)	0.0	$17k		116.00	149.01	View chart
Western Digital (WDC)	0.0	$17k	NEW	100.00	172.27	View chart
First Tr Exchange-traded Fd Indxx Aerospace & Defense Etf Indxx Aerospace (MISL)	0.0	$17k	NEW	400.00	42.79	View chart
Analog Devices (ADI)	0.0	$17k		63.00	271.21	View chart
Keurig Dr Pepper (KDP)	0.0	$17k		600.00	28.01	View chart
Bristol Myers Squibb (BMY)	0.0	$16k		300.00	53.94	View chart
Bhp Group Sponsored Ads (BHP)	0.0	$16k		268.00	60.37	View chart
State Street Spdr S&p Homebuilders Etf State Street Spd (XHB)	0.0	$15k	+50%	150.00	102.96	View chart
Intel Corporation (INTC)	0.0	$15k	-94%	400.00	36.90	View chart
ConocoPhillips (COP)	0.0	$14k		150.00	93.61	View chart
Abbott Laboratories (ABT)	0.0	$14k		108.00	125.29	View chart
Carvana Company Class A Cl A (CVNA)	0.0	$13k	-95%	30.00	422.03	View chart
Starwood Property Trust (STWD)	0.0	$13k		700.00	18.01	View chart
Direxion Daily Mu Bull 2x Shares Daily Mu Bull (MUU)	0.0	$12k	NEW	120.00	100.74	View chart
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)	0.0	$12k		200.00	59.28	View chart
Travelers Companies (TRV)	0.0	$12k		40.00	290.05	View chart
Progressive Corporation (PGR)	0.0	$11k		50.00	227.72	View chart
Direxion Daily Magnificent 7 Bull 2x Shares Dly Mag 7 Bull 2 (QQQU)	0.0	$11k	NEW	200.00	56.32	View chart
State Street Utilities Select Sector Spdr Etf State Street Uti (XLU)	0.0	$11k	+100%	260.00	42.69	View chart
Stag Industrial (STAG)	0.0	$11k		300.00	36.76	View chart
AFLAC Incorporated (AFL)	0.0	$11k	-41%	100.00	110.27	View chart
New York Mortgage Tr (ADAM)	0.0	$11k		1.5k	7.30	View chart
Graniteshares 2x Long Amd Daily Etf Granite 2x Long (AMDL)	0.0	$11k	NEW	700.00	15.55	View chart
Brookfield Infrast Partners Lp Lp Int Unit Lp Int Unit (BIP)	0.0	$10k		300.00	34.74	View chart
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM)	0.0	$9.8k		40.00	246.15	View chart
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK)	0.0	$9.7k		100.00	96.88	View chart
Pacer Fds Tr Data & Digital Revolution Etf Data & Digi Revo (TRFK)	0.0	$9.6k	NEW	150.00	64.06	View chart
State Street Consumer Discretionary Select Sector State Street Con (XLY)	0.0	$9.3k	+100%	78.00	119.41	View chart
Inflarx Nv (IFRX)	0.0	$9.1k	NEW	9.0k	1.01	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$8.9k		719.00	12.38	View chart
Ishares Tr S&p Sml 600 Gwt S&P SML 600 GWT (IJT)	0.0	$8.8k		62.00	141.16	View chart
Blackrock (BLK)	0.0	$8.6k		8.00	1070.38	View chart
Nebius Group N.v. Shs Class A Shs Class A (NBIS)	0.0	$8.4k	-96%	100.00	83.71	View chart
Iron Mountain (IRM)	0.0	$8.3k		100.00	82.95	View chart
Ellington Financial Inc ellington financ (EFC)	0.0	$8.1k		600.00	13.58	View chart
Carrier Global Corporation (CARR)	0.0	$7.9k		150.00	52.84	View chart
Coreweave Incorporated Com Class A Com Cl A (CRWV)	0.0	$7.2k	-96%	100.00	71.61	View chart
Horizon Technology Fin (HRZN)	0.0	$7.1k		1.1k	6.45	View chart
Flaherty & Crumrine/Claymore Total Retur (FLC)	0.0	$7.0k		400.00	17.50	View chart
Northern Oil And Gas Inc Mn (NOG)	0.0	$6.4k		300.00	21.47	View chart
Veru Incorporated Com New (VERU)	0.0	$6.4k	NEW	3.0k	2.14	View chart
Viper Energy Incorporated Class A Cl A (VNOM)	0.0	$6.3k	NEW	164.00	38.63	View chart
Occidental Petroleum Corporation (OXY)	0.0	$6.2k		150.00	41.12	View chart
Fs Credit Opportunities Corporation Common Stock (FSCO)	0.0	$5.7k		900.00	6.30	View chart
Procter & Gamble Company (PG)	0.0	$5.6k		39.00	143.31	View chart
Digital World Acquisition Co Class A (DJT)	0.0	$5.6k	+366%	420.00	13.24	View chart
Zillow Group Incorporated Class A Cl A (ZG)	0.0	$5.5k		80.00	68.22	View chart
Invesco Dwa Industrials Momentum Etf Dorsey Wrgt Inds (PRN)	0.0	$5.2k		30.00	174.57	View chart
Stmicroelectronics N V Ny Registry Ny Registry (STM)	0.0	$5.2k		200.00	25.94	View chart
Alnylam Pharmaceuticals (ALNY)	0.0	$5.2k		13.00	397.62	View chart
Pfizer (PFE)	0.0	$5.0k		200.00	24.90	View chart
Dynex Cap (DX)	0.0	$4.7k		333.00	14.01	View chart
Servicenow (NOW)	0.0	$4.6k	+400%	30.00	153.20	View chart
Proshares Trust Ii Vix Mid Term Futures Etf Vix Mdtrm Futr N (VIXM)	0.0	$4.6k		300.00	15.27	View chart
Ishares Tr S&p Mc 400vl Etf S&p Mc 400vl Etf (IJJ)	0.0	$4.2k		32.00	131.59	View chart
Direxion Daily Msft Bull 2x Shares Daily Msft 2x Sh (MSFU)	0.0	$4.1k		100.00	41.45	View chart
Kkr Real Estate Finance Trust (KREF)	0.0	$4.1k		500.00	8.22	View chart
Integra Res Corp (ITRG)	0.0	$4.0k	NEW	1.0k	4.01	View chart
Siriusxm Holdings Incorporated Common Stock (SIRI)	0.0	$4.0k		200.00	20.00	View chart
Two Hbrs Invt Corp (TWO)	0.0	$3.9k		375.00	10.50	View chart
Ford Motor Company (F)	0.0	$3.9k		300.00	13.12	View chart
Lumen Technologies (LUMN)	0.0	$3.9k		500.00	7.77	View chart
Cubesmart (CUBE)	0.0	$3.6k		100.00	36.05	View chart
Eos Energy Enterprises Incorporated Com Class A Com Cl A (EOSE)	0.0	$2.6k	-91%	230.00	11.46	View chart
Amcor Plc Ord Ord	0.0	$2.5k		300.00	8.34	View chart
Alexandria Real Estate Equities (ARE)	0.0	$2.4k	NEW	50.00	48.94	View chart
Rigetti Computing Incorporated Common Stock (RGTI)	0.0	$2.2k		100.00	22.15	View chart
Magna Intl Inc cl a (MGA)	0.0	$2.1k		40.00	53.30	View chart
Suro Capital Corporation Com New (SSSS)	0.0	$1.9k		200.00	9.44	View chart
Put: Shake Shack Inc Class Jun 85 Exp 06/18/26 100 Shak Put (SHAK)	0.0	$1.2k	NEW	1.00	1200.00	View chart
Put: Cheesecake Factory Apr 55 Exp 04/17/26 100 Cake Put (CAKE)	0.0	$1.2k		2.00	580.00	View chart
Soundhound Ai Incorporated Class A Class A Com (SOUN)	0.0	$997.000000		100.00	9.97	View chart
Granite Pt Mtg Tr Incorporated Com Stk Reit Com Stk (GPMT)	0.0	$681.997600		284.00	2.40	View chart
New Fortress Energy Incorporated Com Class A Com Cl A (NFE)	0.0	$570.000000		500.00	1.14	View chart
Put: Kohls Corporation Jan 15 Exp 01/15/27 100 Kss Put (KSS)	0.0	$428.000000	NEW	2.00	214.00	View chart
Ge Healthcare Technologies Incorporated Common Stock (GEHC)	0.0	$246.000000		3.00	82.00	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 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

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