Chung Wu Investment Group, LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), Chung Wu Investment Group, LLC reported 77 stock positions worth $99.3 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 11.1% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 7.6%) and Microsoft (MSFT, 7.5%).
- Most Recent 13F
- Q2 2026
- Location
- SUGAR LAND, TX
- CIK
- 0002054278
- Portfolio Value
- $99.3M (Q4 2024)
- SEC Filing
- 0001085146-25-000872 ↗ filed Feb 7, 2025
Holdings Value
Holdings 77 stocks · $99.3M
| IVV iShares Core S&P 500 ETF | 11.08% | 18,682 | $11.0M | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 7.63% | 17,815 | $7.6M | — |
| MSFT Microsoft Corp. | 7.54% | 17,762 | $7.5M | — |
| NVDA Nvidia Corp. | 7.34% | 54,243 | $7.3M | — |
| AAPL Apple Inc. | 6.69% | 26,513 | $6.6M | — |
| EOS Eaton Vance Enh Eqt Inc. II | 4.02% | 166,830 | $4.0M | — |
| JPM JPMorgan Chase & Co. | 3.73% | 15,467 | $3.7M | — |
| META Meta Platforms Inc. Class A | 3.63% | 6,161 | $3.6M | — |
| UNH Unitedhealth Group Inc. | 3.30% | 6,473 | $3.3M | — |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.32% | 40,866 | $2.3M | — |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.05% | 3,470 | $2.0M | — |
| AM Antero Midstream Corp. | 1.94% | 127,500 | $1.9M | — |
| OKE Oneok Inc. | 1.70% | 16,770 | $1.7M | — |
| XOM Exxon Mobil Corp. | 1.66% | 15,277 | $1.6M | — |
| HD Home Depot Inc. | 1.48% | 3,773 | $1.5M | — |
| V Visa Inc. Class A | 1.44% | 4,531 | $1.4M | — |
| NFLX Netflix Inc. | 1.40% | 1,565 | $1.4M | — |
| ABBV Abbvie Inc. | 1.40% | 7,845 | $1.4M | — |
| SPG Simon Property Group Inc. | 1.34% | 7,750 | $1.3M | — |
| PFFA Virtus Infracap US Pref STCK | 1.33% | 60,240 | $1.3M | — |
| JEPI JPMorgan Equity Premium Inco | 1.28% | 22,032 | $1.3M | — |
| MA Mastercard Inc. Class A | 1.18% | 2,220 | $1.2M | — |
| AMZN Amazon.com Inc. | 1.09% | 4,946 | $1.1M | — |
| TQQQ Proshares Ultrapro QQQ | 0.99% | 12,420 | $983K | — |
| IYY iShares Dow Jones U.S. ETF | 0.92% | 6,370 | $911K | — |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.86% | 2,935 | $850K | — |
| APP AppLovin Corp. Class A | 0.84% | 2,580 | $835K | — |
| PAA Plains All Amer Pipeline LP | 0.82% | 47,389 | $809K | — |
| GE General Electric filed as GE AEROSPACE | 0.80% | 4,765 | $795K | — |
| DDM Proshares Ultra DOW30 | 0.80% | 8,300 | $791K | — |
| GPIX GLDM SA S&P 500 PR in ETF-US | 0.79% | 15,840 | $783K | — |
| ET Energy Transfer LP | 0.73% | 37,072 | $726K | — |
| FISV Fiserv Inc. | 0.67% | 3,250 | $668K | — |
| VST Vistra Corp. | 0.62% | 4,450 | $614K | — |
| EOG EOG Resources Inc. | 0.60% | 4,858 | $595K | — |
| BX Blackstone Inc. | 0.58% | 3,320 | $572K | — |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.58% | 11,650 | $571K | — |
| GEV GE Vernova Inc. | 0.56% | 1,696 | $558K | — |
| GS Goldman Sachs Group Inc. | 0.55% | 950 | $544K | — |
| MTZ Mastec Inc. | 0.50% | 3,660 | $498K | — |
| AZN Astrazeneca PLC-Spons ADR | 0.48% | 7,350 | $482K | — |
| MPLX MPLX LP | 0.42% | 8,800 | $421K | — |
| WMT Walmart Inc. | 0.41% | 4,490 | $406K | — |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | 0.40% | 14,500 | $399K | — |
| DUOL Duolingo | 0.39% | 1,200 | $389K | — |
| KMI Kinder Morgan Inc. | 0.39% | 14,050 | $385K | — |
| CAVA Cava Group Inc. | 0.37% | 3,300 | $372K | — |
| GTLS Chart Industries Inc. | 0.36% | 1,860 | $355K | — |
| HOOD Robinhood Markets Inc. Class A | 0.36% | 9,500 | $354K | — |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.36% | 8,050 | $354K | — |
| XLE SS Energy Select Sector | 0.35% | 4,000 | $343K | — |
| EWBC East West Bancorp Inc. | 0.34% | 3,500 | $335K | — |
| PLTR Palantir Technologies Inc. Class A | 0.34% | 4,400 | $333K | — |
| FOUR SHIFT4 Payments Inc. Class A | 0.33% | 3,180 | $330K | — |
| RDDT Reddit Inc. Class A | 0.33% | 2,000 | $327K | — |
| FLUT Flutter Entertainment PLC-Di | 0.33% | 1,250 | $323K | — |
| QQQ Invesco QQQ Trust Series 1 | 0.32% | 630 | $322K | — |
| COST Costco Wholesale Corp. | 0.32% | 350 | $321K | — |
| HTGC Hercules Capital Inc. | 0.31% | 15,178 | $305K | — |
| VIK Viking Holdings Ltd. | 0.31% | 6,900 | $304K | — |
| DELL Dell Technologies -C | 0.30% | 2,560 | $295K | — |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | 0.27% | 1,790 | $265K | — |
| MS Morgan Stanley | 0.27% | 2,100 | $264K | — |
| AAOI Applied Optoelectronics Inc. | 0.26% | 7,100 | $262K | — |
| AMD Advanced Micro Devices | 0.26% | 2,105 | $254K | — |
| GGLL Direxion Daily Googl Bull 2X | 0.24% | 5,300 | $242K | — |
| EXPE Expedia Group Inc. | 0.24% | 1,300 | $242K | — |
| QLD Proshares Ultra QQQ | 0.24% | 2,200 | $238K | — |
| RACE Ferrari NV | 0.23% | 530 | $225K | — |
| TOST Toast Inc. Class A | 0.22% | 6,100 | $222K | — |
| XLV SS Health Care Select Sector | 0.22% | 1,600 | $220K | — |
| NOW ServiceNow Inc. | 0.22% | 206 | $218K | — |
| DUK Duke Energy Corp. | 0.22% | 2,018 | $217K | — |
| LOW Lowe's Cos Inc. | 0.22% | 875 | $216K | — |
| TTD Trade Desk Inc./the Class A filed as THE TRADE DESK INC | 0.21% | 1,800 | $212K | — |
| DAL Delta Air Lines Inc. | 0.21% | 3,380 | $204K | — |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | 0.20% | 10,400 | $200K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 283 | $152.1M | IVV, MU, SPYI, QQQI, DIA |
| Q1 2026 | 259 | $116.1M | IVV, SPYI, DIA, QQQI, MSFT |
| Q4 2025 | 262 | $122.3M | IVV, MSFT, DIA, SPYI, QQQI |
| Q3 2025 | 255 | $120.1M | IVV, MSFT, DIA, QQQI, AAPL |
| Q2 2025 | 248 | $95.9M | IVV, MSFT, DIA, JPM, EOS |
| Q1 2025 | 68 | $83.7M | IVV, DIA, MSFT, AAPL, JPM |
| Q4 2024 | 77 | $99.3M | IVV, DIA, MSFT, NVDA, AAPL |