Institutions / Chung Wu Investment Group, LLC
Chung Wu Investment Group, LLC
CIK 2054278 · Institution · as of Dec 31, 2025
Portfolio value
$122.28M
Positions
262
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 262 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr Core S&P500 ETF | $11.07M | 9.1% |
| Microsoft Corp | $8.10M | 6.6% |
| SPDR Dow Jones Industrial Average ETF Trust | $7.38M | 6.0% |
| Neos S&P 500 High Income ETF | $6.28M | 5.1% |
| Neos Nasdaq 100 High Income ETF | $6.16M | 5.0% |
| Apple Inc. | $5.67M | 4.6% |
| JPMorgan Chase & Co | $5.26M | 4.3% |
| Eaton Vance Enhanced Equity in | $3.71M | 3.0% |
| NVIDIA Corp | $3.13M | 2.6% |
| SPDR S&P 500 ETF | $2.65M | 2.2% |
| Micron Technology Inc | $2.61M | 2.1% |
| Antero Midstream Corp | $2.26M | 1.8% |
| AbbVie Inc. | $1.91M | 1.6% |
| The Goldman Sachs Group, Inc. | $1.88M | 1.5% |
| Exxon Mobil Corp | $1.80M | 1.5% |
| Morgan Stanley | $1.72M | 1.4% |
| Unitedhealth Group Inc | $1.68M | 1.4% |
| GE Vernova Inc. | $1.65M | 1.3% |
| Ally Financial Inc. | $1.58M | 1.3% |
| Visa Inc | $1.57M | 1.3% |
| Mastec Inc | $1.52M | 1.2% |
| Simon Property Group Inc | $1.40M | 1.1% |
| Mastercard Inc | $1.25M | 1.0% |
| General Electric Co | $1.15M | 0.9% |
| Home Depot, Inc. | $1.13M | 0.9% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.