Chung Wu Investment Group

Chung Wu Investment Group as of June 30, 2025

Portfolio Holdings for Chung Wu Investment Group

Chung Wu Investment Group holds 248 positions in its portfolio as reported in the June 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) 10.3 $9.9M 16k 620.90
Microsoft Corporation (MSFT) 8.6 $8.2M 17k 497.41
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA) 6.9 $6.6M 15k 440.65
JPMorgan Chase & Co. (JPM) 4.6 $4.4M 15k 289.91
Eaton Vance Enhanced Equity Incm. Fd. II (EOS) 4.2 $4.0M 165k 24.21
Apple (AAPL) 3.9 $3.8M 18k 205.17
Antero Midstream Corp antero midstream (AM) 2.9 $2.8M 146k 18.95
NVIDIA Corporation (NVDA) 2.4 $2.3M 15k 157.99
Spdr S&p 500 Etf Tr Unit (SPY) 2.4 $2.3M 3.8k 617.85
Jpmorgan Nasdaq Equity Premium Income Etf Nasdaq Eqt Prem (JEPQ) 2.2 $2.1M 39k 54.40
Jpmorgan Equity Premium Income Etf Equity Premium (JEPI) 2.1 $2.0M 36k 56.85
Exxon Mobil Corporation (XOM) 1.7 $1.6M 15k 107.80
Visa Incorporated Com Class A Com Cl A (V) 1.7 $1.6M 4.5k 355.05
Oneok (OKE) 1.6 $1.5M 18k 81.63
Meta Platforms Incorporated Class A Cl A (META) 1.3 $1.3M 1.8k 738.09
Abbvie (ABBV) 1.3 $1.3M 6.9k 185.62
Goldman Sachs S&p 500 Premium Income Etf S&p 500 Core Pre (GPIX) 1.3 $1.3M 26k 49.82
Mastercard Incorporated Class A Cl A (MA) 1.3 $1.2M 2.2k 561.94
Home Depot (HD) 1.3 $1.2M 3.4k 366.64
Simon Property (SPG) 1.3 $1.2M 7.6k 160.76
Vistra Energy (VST) 1.1 $1.1M 5.4k 193.81
Ge Vernova (GEV) 1.0 $1.0M 1.9k 529.15
MasTec (MTZ) 1.0 $947k 5.6k 170.43
Netflix (NFLX) 1.0 $937k 700.00 1339.13
Virtus Infracap U.s. Preferred Stock Etf Virtus Infrcap (PFFA) 1.0 $922k 44k 20.83
Ge Aerospace Com New (GE) 0.9 $867k 3.4k 257.39
Ishares Tr Dow Jones Us Etf Dow Jones Us Etf (IYY) 0.8 $791k 5.2k 150.87
Amazon (AMZN) 0.8 $767k 3.5k 219.39
Coreweave Incorporated Com Class A Com Cl A (CRWV) 0.8 $755k 4.6k 163.06
Plains All Amern Pipeline L P Unit Ltd Partn Unit Ltd Partn (PAA) 0.8 $738k 40k 18.32
Chevron Corporation (CVX) 0.7 $690k 4.8k 143.19
Goldman Sachs (GS) 0.7 $687k 970.00 707.75
AeroVironment (AVAV) 0.7 $684k 2.4k 284.95
Energy Transfer L P Com Ut Ltd Ptn Com Ut Ltd Ptn (ET) 0.7 $672k 37k 18.13
Microstrategy Incorporated Class A Cl A New (MSTR) 0.7 $661k 1.6k 404.23
UnitedHealth (UNH) 0.6 $574k 1.8k 311.97
EOG Resources (EOG) 0.6 $572k 4.8k 119.61
Blackstone Group Inc Com Cl A (BX) 0.6 $567k 3.8k 149.58
Fiserv (FI) 0.6 $562k 3.3k 172.41
Cigna Corp (CI) 0.6 $532k 1.6k 330.58
Proshares Ultra Dow30 Pshs Ultra Dow30 (DDM) 0.5 $510k 5.2k 98.03
Global X Silver Miners Etf Global X Silver (SIL) 0.5 $501k 10k 48.14
Astrazeneca Sponsored Adr (AZN) 0.5 $493k 7.1k 69.88
Vaneck Junior Gold Miners Etf Junior Gold Mine (GDXJ) 0.5 $483k 7.2k 67.59
Ally Financial (ALLY) 0.5 $467k 12k 38.95
Proshares Ultra Semiconductors Pshs Ult Semicdt (USD) 0.5 $450k 6.1k 74.00
Proshares Tr Ultrapro Qqq Ultrapro Qqq (TQQQ) 0.5 $448k 5.4k 83.00
Costco Wholesale Corporation (COST) 0.5 $446k 450.00 989.94
Mplx Lp Com Unit Rep Com Unit Rep Ltd (MPLX) 0.5 $438k 8.5k 51.51
Kinder Morgan (KMI) 0.4 $413k 14k 29.40
Doordash Incorporated Class A Cl A (DASH) 0.4 $394k 1.6k 246.51
Viking Holdings Limited Ord Ord Shs (VIK) 0.4 $378k 7.1k 53.29
Bank of America Corporation (BAC) 0.4 $376k 8.0k 47.32
Palantir Technologies Incorporated Class A Cl A (PLTR) 0.4 $365k 2.7k 136.32
Applovin Corporation Com Class A Com Cl A (APP) 0.4 $357k 1.0k 350.08
Axon Enterprise (AXON) 0.4 $356k 430.00 827.94
Vertiv Holdings Company Com Class A Com Cl A (VRT) 0.4 $345k 2.7k 128.41
Applied Optoelectronics (AAOI) 0.4 $344k 13k 25.69
Take-Two Interactive Software (TTWO) 0.3 $316k 1.3k 242.85
Ishares Tr Msci Emg Mkt Etf Msci Emg Mkt Etf (EEM) 0.3 $309k 6.4k 48.24
Genedx Holdings Corporation Com Class A Com Cl A (WGS) 0.3 $305k 3.3k 92.31
Howmet Aerospace (HWM) 0.3 $298k 1.6k 186.13
Direxion Daily Tsla Bull 2x Shares Daily Tsla 2x Sh (TSLL) 0.3 $289k 25k 11.81
Expedia Group Incorporated Com New (EXPE) 0.3 $287k 1.7k 168.68
Uber Technologies (UBER) 0.3 $280k 3.0k 93.30
Hercules Technology Growth Capital (HTGC) 0.3 $278k 15k 18.28
Intuitive Surgical Incorporated Com New (ISRG) 0.3 $272k 500.00 543.41
Wal-Mart Stores (WMT) 0.3 $267k 2.7k 97.78
Proshares Ultra S&p500 Pshs Ult S&p 500 (SSO) 0.3 $266k 2.7k 97.72
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $254k 460.00 551.64
Duke Energy Corporation Com New (DUK) 0.2 $238k 2.0k 118.00
Proshares Ultra Qqq Pshs Ultra Qqq (QLD) 0.2 $235k 2.0k 117.71
First Trust Ise Cloud Computing Index Fund Cloud Computing (SKYY) 0.2 $235k 1.9k 121.64
Amentum Holdings (AMTM) 0.2 $230k 9.7k 23.61
Nuscale Pwr Corporation Class A Cl A Com (SMR) 0.2 $218k 5.5k 39.56
Goldman Sachs Nasdaq 100 Premium Income Etf Nasdaq 100 Core (GPIQ) 0.2 $209k 4.2k 49.81
Palo Alto Networks (PANW) 0.2 $205k 1.0k 204.64
Lowe's Companies (LOW) 0.2 $194k 875.00 221.87
Morgan Stanley Com New (MS) 0.2 $183k 1.3k 140.86
Life Time Group Holdings Incorporated Common Stock (LTH) 0.2 $182k 6.0k 30.33
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $181k 800.00 226.49
Dick's Sporting Goods (DKS) 0.2 $178k 900.00 197.81
Insmed Incorporated Com Par $.01 Com Par $.01 (INSM) 0.2 $173k 1.7k 100.64
Zim Integrated Shipping Serv SHS (ZIM) 0.2 $172k 11k 16.09
Fluor Corporation (FLR) 0.2 $172k 3.3k 51.27
Natera (NTRA) 0.2 $169k 1.0k 168.94
Ishares Incorporated Msci Hong Kg Etf Msci Hong Kg Etf (EWH) 0.2 $169k 8.5k 19.86
Nextera Energy (NEE) 0.2 $167k 2.4k 69.42
Verizon Communications (VZ) 0.2 $159k 3.7k 43.27
Select Stoxx Europe Aerospace & Defense Etf Select Stoxx Eur (EUAD) 0.2 $155k 3.6k 43.15
Raytheon Technologies Corp (RTX) 0.2 $155k 1.1k 146.02
Graniteshares 2x Long Tsla Daily Etf 2x Long Tsla Dai (TSLR) 0.2 $151k 8.0k 18.91
Anthem (ELV) 0.2 $148k 380.00 388.96
Berkshire Hathaway Incorporated Del Class B Cl B New (BRK.B) 0.2 $146k 300.00 485.77
Vanguard Intermediate-term Corporate Bond Etf Int-term Corp (VCIT) 0.2 $145k 1.7k 82.92
Mp Materials Corporation Com Class A Com Cl A (MP) 0.1 $136k 4.1k 33.27
Spdr Gold Shares Gold Shs (GLD) 0.1 $109k 358.00 304.83
Sun Life Financial (SLF) 0.1 $103k 1.6k 66.45
Alphabet Incorporated Cap Stk Class A Cap Stk Cl A (GOOGL) 0.1 $102k 580.00 176.23
Applied Digital Corporation Com New (APLD) 0.1 $102k 10k 10.07
Direxion Daily S&p 500 Bull 2x Shares Dly S&p500 2xs (SPUU) 0.1 $100k 640.00 156.51
Grayscale Ethereum Trust Etf SHS (ETHE) 0.1 $100k 4.8k 20.86
Sunoco Lp/sunoco Fin Corporation Com Ut Rep Com Ut Rep Lp (SUN) 0.1 $97k 1.8k 53.59
Tesla Motors (TSLA) 0.1 $95k 300.00 317.66
Jacobs Engineering Group (J) 0.1 $92k 702.00 131.45
Leidos Holdings (LDOS) 0.1 $87k 550.00 157.76
Vanguard Index Funds S&p 500 Etf S&p 500 Etf Shs (VOO) 0.1 $85k 150.00 568.03
Coca-Cola Company (KO) 0.1 $85k 1.2k 70.75
TJX Companies (TJX) 0.1 $84k 680.00 123.49
Blackrock Muniyield Quality Fund (MQY) 0.1 $78k 7.0k 11.11
Enterprise Products Partners (EPD) 0.1 $78k 2.5k 31.01
TransDigm Group Incorporated (TDG) 0.1 $76k 50.00 1520.64
Cameco Corporation (CCJ) 0.1 $74k 1.0k 74.23
Fs Kkr Capital Corp (FSK) 0.1 $73k 3.5k 20.75
Nuveen Insd Dividend Advantage (NVG) 0.1 $72k 6.0k 11.93
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $68k 6.0k 11.29
Nuveen Insured Tax-Free Adv Munici (NEA) 0.1 $66k 6.0k 10.92
Cisco Systems (CSCO) 0.1 $65k 931.00 69.38
Blackrock Muniyield Insured Fund (MYI) 0.1 $63k 6.0k 10.49
Vaneck Uranium And Nuclear Etf Uranium And Nucl (NLR) 0.1 $61k 550.00 111.18
Invesco Ai And Next Gen Software Etf Ai And Next Gen (IGPT) 0.1 $61k 1.2k 49.15
Ferrari Nv Ord (RACE) 0.1 $59k 120.00 490.74
Global X Nasdaq 100 Covered Call Etf Nasdaq 100 Cover (QYLD) 0.1 $57k 3.4k 16.72
Cheniere Energy Partners Lp Com Unit Com Unit (CQP) 0.1 $56k 1.0k 56.05
Kinetik Holdings Incorporated Com New Class A Com New Cl A (KNTK) 0.1 $56k 1.3k 44.05
Southern Company (SO) 0.1 $55k 600.00 91.83
Targa Res Corp (TRGP) 0.1 $52k 300.00 174.08
Norfolk Southern (NSC) 0.1 $51k 200.00 255.97
Delta Air Lines Incorporated Del Com New (DAL) 0.1 $49k 1.0k 49.18
Eaton Vance Tax-advntg Glbl Di (ETG) 0.1 $48k 2.3k 20.94
Ishares Tr Core High Dv Etf Core High Dv Etf (HDV) 0.0 $47k 400.00 117.17
Merck & Co (MRK) 0.0 $45k 573.00 79.16
Progressive Corporation (PGR) 0.0 $40k 150.00 266.86
Spdr Technology Select Sector Fund Technology (XLK) 0.0 $40k 158.00 253.23
Mach Natural Resources Lp Com Unit Ltd Par Com Unit Ltd Par (MNR) 0.0 $38k 2.6k 14.44
Ishares Tr China Lg-cap Etf China Lg-cap Etf (FXI) 0.0 $37k 1.0k 36.76
American Express Company (AXP) 0.0 $37k 115.00 318.98
Chart Industries (GTLS) 0.0 $36k 220.00 164.65
Tenet Healthcare Corporation Com New (THC) 0.0 $35k 200.00 176.00
Vale S A Sponsored Ads (VALE) 0.0 $34k 3.5k 9.71
BlackRock Enhanced Dividend Achievers Tr (BDJ) 0.0 $32k 3.6k 8.89
Qualcomm (QCOM) 0.0 $32k 200.00 159.26
Petroleo Brasileiro Sa Petrobr Sponsored Adr (PBR) 0.0 $31k 2.5k 12.51
SYSCO Corporation (SYY) 0.0 $30k 400.00 75.74
East West Ban (EWBC) 0.0 $30k 300.00 100.98
National Retail Properties (NNN) 0.0 $30k 700.00 43.18
Extra Space Storage (EXR) 0.0 $30k 200.00 147.44
CenterPoint Energy (CNP) 0.0 $29k 800.00 36.74
Stag Industrial (STAG) 0.0 $29k 800.00 36.28
Rli (RLI) 0.0 $29k 400.00 72.22
United Therapeutics Corporation (UTHR) 0.0 $29k 100.00 287.35
Ishares Tr Expanded Tech Expanded Tech (IGV) 0.0 $27k 250.00 109.50
First Trust Dow Jones Internet Index Fund Dj Internt Idx (FDN) 0.0 $27k 100.00 269.33
Hca Holdings (HCA) 0.0 $27k 70.00 383.10
Keurig Dr Pepper (KDP) 0.0 $26k 800.00 33.06
Hologic (HOLX) 0.0 $26k 400.00 65.16
Honeywell International (HON) 0.0 $26k 111.00 232.88
Louisiana-Pacific Corporation (LPX) 0.0 $26k 300.00 85.99
Ishares Tr Us Hlthcr Pr Etf Us Hlthcr Pr Etf (IHF) 0.0 $24k 500.00 48.65
Mesabi Tr Ctf Ben Int Ctf Ben Int (MSB) 0.0 $24k 1.0k 23.96
Metropcs Communications (TMUS) 0.0 $24k 100.00 238.26
D-wave Quantum (QBTS) 0.0 $23k 1.6k 14.64
John Hancock Multifactor Mid Cap Etf Multifactor Mi (JHMM) 0.0 $22k 366.00 61.13
Kimbell Rty Partners Lp Unit Unit (KRP) 0.0 $22k 1.6k 13.96
Marsh & McLennan Companies (MMC) 0.0 $22k 102.00 218.64
Nxp Semiconductors N V (NXPI) 0.0 $22k 100.00 218.49
Motorola Solutions Incorporated Com New (MSI) 0.0 $21k 50.00 420.46
On Hldg Ag Namen Akt A Namen Akt A (ONON) 0.0 $21k 400.00 52.05
Arthur J. Gallagher & Co. (AJG) 0.0 $20k 62.00 320.11
Ishares Tr Rus 1000 Val Etf Rus 1000 Val Etf (IWD) 0.0 $19k 100.00 194.23
AFLAC Incorporated (AFL) 0.0 $18k 170.00 105.46
Ishares Incorporated Msci Eurzone Etf Msci Eurzone Etf (EZU) 0.0 $18k 300.00 59.45
McDonald's Corporation (MCD) 0.0 $18k 60.00 292.17
Female Health (VERU) 0.0 $18k 30k 0.58
Chipotle Mexican Grill (CMG) 0.0 $17k 300.00 56.15
Grindr (GRND) 0.0 $16k 700.00 22.70
Regeneron Pharmaceuticals (REGN) 0.0 $16k 30.00 525.00
Johnson & Johnson (JNJ) 0.0 $15k 100.00 152.75
United Parcel Service Incorporated Class B CL B (UPS) 0.0 $15k 150.00 100.94
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI) 0.0 $15k 300.00 50.32
Analog Devices (ADI) 0.0 $15k 63.00 238.02
Abbott Laboratories (ABT) 0.0 $15k 108.00 136.01
Seagate Technology Hldngs Plc Ord Ord Shs (STX) 0.0 $14k 100.00 144.33
Advanced Micro Devices (AMD) 0.0 $14k 100.00 141.90
Graniteshares 2x Long Nvda Daily Etf 2x Long Nvda Dai (NVDL) 0.0 $14k 200.00 70.42
Starwood Property Trust (STWD) 0.0 $14k 700.00 20.07
Bristol Myers Squibb (BMY) 0.0 $14k 300.00 46.29
ConocoPhillips (COP) 0.0 $14k 150.00 89.74
Expeditors International of Washington (EXPD) 0.0 $13k 116.00 114.25
Bhp Group Sponsored Ads (BHP) 0.0 $13k 268.00 48.09
Cava Group Ord (CAVA) 0.0 $13k 150.00 84.23
Micron Technology (MU) 0.0 $12k 100.00 123.25
Schlumberger Limited Com Stk Com Stk (SLB) 0.0 $12k 356.00 33.80
Phillips 66 (PSX) 0.0 $12k 100.00 119.30
Snowflake Incorporated Class A Cl A (SNOW) 0.0 $11k 50.00 223.78
Carrier Global Corporation (CARR) 0.0 $11k 150.00 73.19
Trevi Therapeutics (TRVI) 0.0 $11k 2.0k 5.47
Travelers Companies (TRV) 0.0 $11k 40.00 267.55
Spdr Utilities Select Sector Fund Sbi Int-utils (XLU) 0.0 $11k 130.00 81.66
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG) 0.0 $10k 200.00 52.10
Kodiak Gas Svcs (KGS) 0.0 $10k 300.00 34.27
Iron Mountain (IRM) 0.0 $10k 100.00 102.57
Brookfield Infrast Partners Lp Lp Int Unit Lp Int Unit (BIP) 0.0 $10k 300.00 33.50
New York Mortgage Tr (ADAM) 0.0 $10k 1.5k 6.70
Starbucks Corporation (SBUX) 0.0 $9.2k 100.00 91.63
Kayne Anderson MLP Investment (KYN) 0.0 $9.1k 719.00 12.72
Ishares Tr S&p Mc 400gr Etf S&p Mc 400gr Etf (IJK) 0.0 $9.1k 100.00 90.98
Direxion Daily Magnificent 7 Bull 2x Shares Dly Mag 7 Bull 2 (QQQU) 0.0 $8.7k 200.00 43.41
Ishares Tr Russell 2000 Etf Russell 2000 Etf (IWM) 0.0 $8.6k 40.00 215.80
Northern Oil And Gas Inc Mn (NOG) 0.0 $8.5k 300.00 28.35
Spdr Consumer Discretionary Select Sector Fund Sbi Cons Discr (XLY) 0.0 $8.5k 39.00 217.33
Occidental Petroleum Corporation (OXY) 0.0 $8.4k 200.00 42.01
Blackrock (BLK) 0.0 $8.4k 8.00 1049.25
Ishares Tr S&p Sml 600 Gwt S&P SML 600 GWT (IJT) 0.0 $8.2k 62.00 133.03
Horizon Technology Fin (HRZN) 0.0 $7.9k 1.1k 7.20
Ellington Financial Inc ellington financ (EFC) 0.0 $7.8k 600.00 12.99
Flaherty & Crumrine/Claymore Total Retur (FLC) 0.0 $6.8k 400.00 17.00
Pepsi (PEP) 0.0 $6.6k 50.00 132.04
Fs Credit Opportunities Corporation Common Stock (FSCO) 0.0 $6.5k 900.00 7.26
Sitio Royalties Corporation Class A Class A Com (STR) 0.0 $6.2k 339.00 18.38
Procter & Gamble Company (PG) 0.0 $6.2k 39.00 159.31
Servicenow (NOW) 0.0 $6.2k 6.00 1028.00
Yieldmax Magnificient 7 Fund Of Option Income Etfs Yieldmax Magnifi (YMAG) 0.0 $6.1k 400.00 15.25
Stmicroelectronics Nv Ny Registry (STM) 0.0 $6.1k 200.00 30.41
Dominion Resources (D) 0.0 $5.7k 100.00 56.52
Rithm Capital Corporation Com New Reit Com New (RITM) 0.0 $5.6k 500.00 11.29
PNC Financial Services (PNC) 0.0 $5.6k 30.00 186.43
Zillow Group Incorporated Class A Cl A (ZG) 0.0 $5.5k 80.00 68.49
Joby Aviation Incorporated Common Stock (JOBY) 0.0 $5.3k 500.00 10.55
Direxion Daily Msft Bull 2x Shares Daily Msft 2x Sh (MSFU) 0.0 $5.0k 100.00 49.68
Invesco Dwa Industrials Momentum Etf Dorsey Wrgt Inds (PRN) 0.0 $4.7k 30.00 157.07
Ivanhoe Electric (IE) 0.0 $4.5k 500.00 9.07
Intel Corporation (INTC) 0.0 $4.5k 200.00 22.40
Kkr Real Estate Finance Trust (KREF) 0.0 $4.4k 500.00 8.77
Cubesmart (CUBE) 0.0 $4.3k 100.00 42.50
Alnylam Pharmaceuticals (ALNY) 0.0 $4.2k 13.00 326.08
Dynex Cap (DX) 0.0 $4.1k 333.00 12.22
Two Hbrs Invt Corp (TWO) 0.0 $4.0k 375.00 10.77
Ishares Tr S&p Mc 400vl Etf S&p Mc 400vl Etf (IJJ) 0.0 $4.0k 32.00 123.59
Ford Motor Company (F) 0.0 $3.3k 300.00 10.85
Lumen Technologies (LUMN) 0.0 $2.2k 500.00 4.38
New Fortress Energy Incorporated Com Class A Com Cl A (NFE) 0.0 $1.7k 500.00 3.32
Suro Capital Corporation Com New (SSSS) 0.0 $1.6k 200.00 8.21
Digital World Acquisition Co Class A (DJT) 0.0 $1.6k 90.00 18.04
Magna Intl Inc cl a (MGA) 0.0 $1.5k 40.00 38.60
Rigetti Computing Incorporated Common Stock (RGTI) 0.0 $1.2k 100.00 11.86
Soundhound Ai Incorporated Class A Class A Com (SOUN) 0.0 $1.1k 100.00 10.73
Granite Pt Mtg Tr Incorporated Com Stk Reit Com Stk (GPMT) 0.0 $700.997200 284.00 2.47