Chung Wu Investment Group, LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 23, 2025), Chung Wu Investment Group, LLC reported 68 stock positions worth $83.7 million. Its top holding was iShares Core S&P 500 ETF (IVV) at 12.3% of the portfolio, followed by SS SPDR Dow Jones Indus Avg (DIA, 9.0%) and Microsoft (MSFT, 7.8%). Compared with Q4 2024, it opened 19 new positions, sold out of 28, added to 13 and reduced 23. The biggest buy was SS SPDR Dow Jones Indus Avg (DIA, shares +1%) and the biggest sale Nvidia (NVDA, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- SUGAR LAND, TX
- CIK
- 0002054278
- Portfolio Value
- $83.7M (Q1 2025)
- SEC Filing
- 0001085146-25-002297 ↗ filed Apr 23, 2025
Holdings Value
Holdings 68 stocks · $83.7M
| IVV iShares Core S&P 500 ETF | 12.26% | 18,250 | $10.3M | Reduce -2.3% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 9.01% | 17,950 | $7.5M | Add +0.8% |
| MSFT Microsoft Corp. | 7.76% | 17,302 | $6.5M | Reduce -2.6% |
| AAPL Apple Inc. | 6.29% | 23,703 | $5.3M | Reduce -10.6% |
| JPM JPMorgan Chase & Co. | 4.49% | 15,317 | $3.8M | Reduce -1.0% |
| EOS Eaton Vance Enh Eqt Inc. II | 4.21% | 166,830 | $3.5M | No change |
| UNH Unitedhealth Group Inc. | 4.02% | 6,423 | $3.4M | Reduce -0.8% |
| AM Antero Midstream Corp. | 2.77% | 128,860 | $2.3M | Add +1.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.65% | 3,970 | $2.2M | Add +14.4% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 2.55% | 41,146 | $2.1M | Add +0.7% |
| ABBV Abbvie Inc. | 2.31% | 9,225 | $1.9M | Add +17.6% |
| OKE Oneok Inc. | 2.21% | 18,630 | $1.8M | Add +11.1% |
| XOM Exxon Mobil Corp. | 2.17% | 15,277 | $1.8M | No change |
| V Visa Inc. Class A | 1.88% | 4,481 | $1.6M | Reduce -1.1% |
| NVDA Nvidia Corp. | 1.85% | 14,280 | $1.5M | Reduce -73.7% |
| PFFA Virtus Infracap US Pref STCK | 1.72% | 67,740 | $1.4M | Add +12.4% |
| GPIX GLDM SA S&P 500 PR in ETF-US | 1.62% | 29,050 | $1.4M | Add +83.4% |
| SPG Simon Property Group Inc. | 1.54% | 7,750 | $1.3M | No change |
| HD Home Depot Inc. | 1.51% | 3,448 | $1.3M | Reduce -8.6% |
| JEPI JPMorgan Equity Premium Inco | 1.47% | 21,532 | $1.2M | Reduce -2.3% |
| MA Mastercard Inc. Class A | 1.45% | 2,220 | $1.2M | No change |
| META Meta Platforms Inc. Class A | 1.28% | 1,860 | $1.1M | Reduce -69.8% |
| IYY iShares Dow Jones U.S. ETF | 1.04% | 6,370 | $867K | No change |
| GE General Electric filed as GE AEROSPACE | 1.02% | 4,265 | $854K | Reduce -10.5% |
| AMZN Amazon.com Inc. | 0.98% | 4,296 | $817K | Reduce -13.1% |
| FISV Fiserv Inc. | 0.94% | 3,560 | $786K | Add +9.5% |
| PAA Plains All Amer Pipeline LP | 0.94% | 39,279 | $786K | Reduce -17.1% |
| GDXJ Vaneck Junior Gold Miners | 0.85% | 12,500 | $715K | New |
| GEV GE Vernova Inc. | 0.83% | 2,271 | $693K | Add +33.9% |
| ET Energy Transfer LP | 0.82% | 37,072 | $689K | No change |
| EOG EOG Resources Inc. | 0.73% | 4,778 | $613K | Reduce -1.6% |
| NFLX Netflix Inc. | 0.72% | 645 | $601K | Reduce -58.8% |
| AZN Astrazeneca PLC-Spons ADR | 0.65% | 7,350 | $540K | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.64% | 1,000 | $533K | New |
| GS Goldman Sachs Group Inc. | 0.63% | 970 | $530K | Add +2.1% |
| CI The Cigna Group | 0.59% | 1,508 | $496K | New |
| CVX Chevron Corp. | 0.58% | 2,900 | $485K | New |
| MPLX MPLX LP | 0.56% | 8,800 | $471K | No change |
| BX Blackstone Inc. | 0.55% | 3,290 | $460K | Reduce -0.9% |
| MSTR Strategy Inc. filed as MICROSTRATEGY INC | 0.53% | 1,535 | $442K | Reduce -47.7% |
| MTZ Mastec Inc. | 0.49% | 3,530 | $412K | Reduce -3.5% |
| KMI Kinder Morgan Inc. | 0.48% | 14,050 | $401K | No change |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.43% | 1,032 | $356K | New |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | 0.42% | 7,900 | $352K | Reduce -32.2% |
| TTWO Take-Two Interactive Softwre | 0.42% | 1,680 | $348K | New |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.40% | 7,950 | $332K | Reduce -1.2% |
| COST Costco Wholesale Corp. | 0.40% | 350 | $331K | No change |
| TSLA Tesla Inc. | 0.37% | 1,210 | $314K | New |
| PLTR Palantir Technologies Inc. Class A | 0.35% | 3,480 | $294K | Reduce -20.9% |
| DASH DoorDash Inc. Class A | 0.35% | 1,600 | $292K | New |
| HTGC Hercules Capital Inc. | 0.35% | 15,178 | $292K | No change |
| TRGP Targa Resources Corp. | 0.34% | 1,400 | $281K | New |
| VIK Viking Holdings Ltd. | 0.33% | 7,000 | $278K | Add +1.4% |
| WGS Genedx Holdings Corp. | 0.32% | 3,050 | $270K | New |
| TMUS T-Mobile US Inc. | 0.32% | 1,000 | $267K | New |
| BABA Alibaba Group Holding-SP ADR | 0.32% | 2,000 | $264K | New |
| VZ Verizon Communications Inc. | 0.31% | 5,680 | $258K | New |
| PM Philip Morris International | 0.30% | 1,600 | $254K | New |
| EXPE Expedia Group Inc. | 0.30% | 1,500 | $252K | Add +15.4% |
| DUK Duke Energy Corp. | 0.29% | 2,018 | $246K | No change |
| WMT Walmart Inc. | 0.29% | 2,734 | $240K | Reduce -39.1% |
| IHF iShares U.S. Healthcare Prov | 0.28% | 4,500 | $238K | New |
| ONON On Holding AG Class A filed as ON HLDG AG | 0.28% | 5,300 | $233K | New |
| UBER Uber Technologies Inc. | 0.26% | 3,000 | $219K | New |
| HWM Howmet Aerospace Inc. | 0.25% | 1,600 | $208K | New |
| CTAS Cintas Corp. | 0.25% | 1,000 | $206K | New |
| LOW Lowe's Cos Inc. | 0.24% | 875 | $204K | No change |
| GTLS Chart Industries Inc. | 0.24% | 1,400 | $202K | Reduce -24.7% |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -73.7% | 1.85% | −5.49 |
| META Meta Platforms Inc. Class A | Reduce -69.8% | 1.28% | −2.35 |
| TQQQ Proshares Ultrapro QQQ | Sold out | 0.00% | −0.99 |
| APP AppLovin Corp. Class A | Sold out | 0.00% | −0.84 |
| DDM Proshares Ultra DOW30 | Sold out | 0.00% | −0.80 |
| NFLX Netflix Inc. | Reduce -58.8% | 0.72% | −0.69 |
| VST Vistra Corp. | Sold out | 0.00% | −0.62 |
| TSLL Dirx DLY Tsla Bul 2X ETF-Aui | Sold out | 0.00% | −0.40 |
| AAPL Apple Inc. | Reduce -10.6% | 6.29% | −0.39 |
| DUOL Duolingo | Sold out | 0.00% | −0.39 |
| CAVA Cava Group Inc. | Sold out | 0.00% | −0.37 |
| HOOD Robinhood Markets Inc. Class A | Sold out | 0.00% | −0.36 |
| XLE SS Energy Select Sector | Sold out | 0.00% | −0.35 |
| EWBC East West Bancorp Inc. | Sold out | 0.00% | −0.34 |
| FOUR SHIFT4 Payments Inc. Class A | Sold out | 0.00% | −0.33 |
| RDDT Reddit Inc. Class A | Sold out | 0.00% | −0.33 |
| MSTR Strategy Inc. | Reduce -47.7% | 0.53% | −0.33 |
| FLUT Flutter Entertainment PLC-Di | Sold out | 0.00% | −0.33 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.32 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.30 |
| SPUU Dir Dai S&P 500 Bu 2X ETF-US | Sold out | 0.00% | −0.27 |
| MS Morgan Stanley | Sold out | 0.00% | −0.27 |
| AAOI Applied Optoelectronics Inc. | Sold out | 0.00% | −0.26 |
| AMD Advanced Micro Devices | Sold out | 0.00% | −0.26 |
| GGLL Direxion Daily Googl Bull 2X | Sold out | 0.00% | −0.24 |
| QLD Proshares Ultra QQQ | Sold out | 0.00% | −0.24 |
| RACE Ferrari NV | Sold out | 0.00% | −0.23 |
| TOST Toast Inc. Class A | Sold out | 0.00% | −0.22 |
| XLV SS Health Care Select Sector | Sold out | 0.00% | −0.22 |
| NOW ServiceNow Inc. | Sold out | 0.00% | −0.22 |
| TTD Trade Desk Inc./the Class A | Sold out | 0.00% | −0.21 |
| DAL Delta Air Lines Inc. | Sold out | 0.00% | −0.21 |
| YMAG Yieldmax MGNF 7 Fu Op in ETF | Sold out | 0.00% | −0.20 |
| GPIQ GS Nasdaq-100 PR Inc. ETF-Usd | Reduce -32.2% | 0.42% | −0.15 |
| WMT Walmart Inc. | Reduce -39.1% | 0.29% | −0.12 |
| AMZN Amazon.com Inc. | Reduce -13.1% | 0.98% | −0.12 |
| GTLS Chart Industries Inc. | Reduce -24.7% | 0.24% | −0.12 |
| BX Blackstone Inc. | Reduce -0.9% | 0.55% | −0.03 |
| MTZ Mastec Inc. | Reduce -3.5% | 0.49% | −0.01 |
| PLTR Palantir Technologies Inc. Class A | Reduce -20.9% | 0.35% | +0.02 |
| HD Home Depot Inc. | Reduce -8.6% | 1.51% | +0.03 |
| BAC Bank of America Corp. | Reduce -1.2% | 0.40% | +0.04 |
| PAA Plains All Amer Pipeline LP | Reduce -17.1% | 0.94% | +0.12 |
| EOG EOG Resources Inc. | Reduce -1.6% | 0.73% | +0.13 |
| JEPI JPMorgan Equity Premium Inco | Reduce -2.3% | 1.47% | +0.19 |
| GE General Electric | Reduce -10.5% | 1.02% | +0.22 |
| MSFT Microsoft Corp. | Reduce -2.6% | 7.76% | +0.22 |
| V Visa Inc. Class A | Reduce -1.1% | 1.88% | +0.43 |
| UNH Unitedhealth Group Inc. | Reduce -0.8% | 4.02% | +0.72 |
| JPM JPMorgan Chase & Co. | Reduce -1.0% | 4.49% | +0.76 |
Portfolio Buys Q4 2024 → Q1 2025
| DIA SS SPDR Dow Jones Indus Avg | Add +0.8% | 9.01% | +1.37 |
| ABBV Abbvie Inc. | Add +17.6% | 2.31% | +0.91 |
| GDXJ Vaneck Junior Gold Miners | New | 0.85% | +0.85 |
| AM Antero Midstream Corp. | Add +1.1% | 2.77% | +0.83 |
| GPIX GLDM SA S&P 500 PR in ETF-US | Add +83.4% | 1.62% | +0.83 |
| BRK.B Berkshire Hathaway Inc. Class B | New | 0.64% | +0.64 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +14.4% | 2.65% | +0.61 |
| CI The Cigna Group | New | 0.59% | +0.59 |
| CVX Chevron Corp. | New | 0.58% | +0.58 |
| OKE Oneok Inc. | Add +11.1% | 2.21% | +0.51 |
| AJG Arthur J Gallagher & Co. | New | 0.43% | +0.43 |
| TTWO Take-Two Interactive Softwre | New | 0.42% | +0.42 |
| PFFA Virtus Infracap US Pref STCK | Add +12.4% | 1.72% | +0.39 |
| TSLA Tesla Inc. | New | 0.37% | +0.37 |
| DASH DoorDash Inc. Class A | New | 0.35% | +0.35 |
| TRGP Targa Resources Corp. | New | 0.34% | +0.34 |
| WGS Genedx Holdings Corp. | New | 0.32% | +0.32 |
| TMUS T-Mobile US Inc. | New | 0.32% | +0.32 |
| BABA Alibaba Group Holding-SP ADR | New | 0.32% | +0.32 |
| VZ Verizon Communications Inc. | New | 0.31% | +0.31 |
| PM Philip Morris International | New | 0.30% | +0.30 |
| IHF iShares U.S. Healthcare Prov | New | 0.28% | +0.28 |
| ONON On Holding AG Class A | New | 0.28% | +0.28 |
| FISV Fiserv Inc. | Add +9.5% | 0.94% | +0.27 |
| GEV GE Vernova Inc. | Add +33.9% | 0.83% | +0.27 |
| UBER Uber Technologies Inc. | New | 0.26% | +0.26 |
| HWM Howmet Aerospace Inc. | New | 0.25% | +0.25 |
| CTAS Cintas Corp. | New | 0.25% | +0.25 |
| JEPQ JPM Nasdaq Equity Premium | Add +0.7% | 2.55% | +0.23 |
| GS Goldman Sachs Group Inc. | Add +2.1% | 0.63% | +0.09 |
| EXPE Expedia Group Inc. | Add +15.4% | 0.30% | +0.06 |
| VIK Viking Holdings Ltd. | Add +1.4% | 0.33% | +0.03 |
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 |