Chung Wu Investment Group, LLC
CIK: 0002054278SEC EDGAR →
Portfolio Value
$122.3M
Holdings
262
As of
Q4 2025
New Positions
263
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR CORE S&P500 ETF | 16,163 | $11.1M | 9.05% |
| 2 | MICROSOFT CORPORATION | 16,752 | $8.1M | 6.63% |
| 3 | SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 15,365 | $7.4M | 6.04% |
| 4 | NEOS S&P 500 HIGH INCOME ETF | 119,460 | $6.3M | 5.13% |
| 5 | NEOS NASDAQ 100 HIGH INCOME ETF | 114,456 | $6.2M | 5.04% |
| 6 | APPLE INCORPORATED | 20,864 | $5.7M | 4.64% |
| 7 | JPMORGAN CHASE & COMPANY. | 16,317 | $5.3M | 4.30% |
| 8 | EATON VANCE ENHANCED EQUITY IN | 158,610 | $3.7M | 3.04% |
| 9 | NVIDIA CORPORATION | 16,796 | $3.1M | 2.56% |
| 10 | SPDR S&P 500 ETF | 3,880 | $2.6M | 2.16% |
Quarterly Changes
New Positions (263)
$11.1M · 16K shares
$8.1M · 17K shares
$7.4M · 15K shares
$6.3M · 119K shares
$6.2M · 114K shares
$5.7M · 21K shares
$5.3M · 16K shares
$3.7M · 159K shares
$3.1M · 17K shares
$2.6M · 4K shares
$2.6M · 9K shares
$2.3M · 127K shares
$1.9M · 8K shares
$1.9M · 2K shares
$1.8M · 15K shares
$1.7M · 10K shares
$1.7M · 5K shares
$1.6M · 3K shares
$1.6M · 35K shares
$1.6M · 4K shares
$1.5M · 7K shares
$1.4M · 8K shares
$1.3M · 2K shares
$1.1M · 4K shares
$1.1M · 3K shares
$1.0M · 9K shares
$1.0M · 2K shares
$995K · 6K shares
$955K · 18K shares
$908K · 17K shares
$884K · 2K shares
$882K · 12K shares
$868K · 10K shares
$865K · 5K shares
$814K · 14K shares
$803K · 3K shares
$763K · 22K shares
$740K · 10K shares
$727K · 1K shares
$709K · 39K shares
$667K · 2K shares
$638K · 7K shares
$625K · 9K shares
$597K · 7K shares
$591K · 8K shares
$586K · 36K shares
$553K · 6K shares
$551K · 4K shares
$496K · 26K shares
$491K · 800 shares
$485K · 5K shares
$471K · 2K shares
$462K · 3K shares
$453K · 9K shares
$437K · 8K shares
$434K · 5K shares
$433K · 2K shares
$429K · 3K shares
$429K · 400 shares
$424K · 2K shares
$409K · 2K shares
$408K · 8K shares
$380K · 7K shares
$377K · 18K shares
$363K · 2K shares
$362K · 2K shares
$331K · 12K shares
$305K · 2K shares
$305K · 6K shares
$304K · 3K shares
$301K · 350 shares
$273K · 870 shares
$272K · 3K shares
$268K · 1K shares
$250K · 2K shares
$244K · 13K shares
$243K · 800 shares
$239K · 4K shares
$236K · 2K shares
$229K · 1K shares
$229K · 1K shares
$220K · 3K shares
$219K · 1K shares
$211K · 875 shares
$204K · 2K shares
$194K · 1K shares
$192K · 2K shares
$183K · 4K shares
$181K · 580 shares
$177K · 1K shares
$155K · 4K shares
$152K · 1K shares
$150K · 300 shares
$145K · 2K shares
$144K · 5K shares
$141K · 358 shares
$140K · 700 shares
$134K · 300 shares
$132K · 3K shares
$130K · 4K shares
$128K · 790 shares
$121K · 2K shares
$118K · 9K shares
$110K · 400 shares
$108K · 8K shares
$108K · 10K shares
$104K · 680 shares
$103K · 1K shares
$100K · 1K shares
$99K · 550 shares
$96K · 2K shares
$94K · 2K shares
$94K · 150 shares
$92K · 702 shares
$83K · 1K shares
$80K · 3K shares
$79K · 7K shares
$78K · 515 shares
$75K · 6K shares
$73K · 1K shares
$72K · 6K shares
$71K · 931 shares
$69K · 6K shares
$69K · 2K shares
$66K · 50 shares
$65K · 2K shares
$63K · 600 shares
$59K · 700 shares
$55K · 151 shares
$54K · 3K shares
$53K · 2K shares
$53K · 1K shares
$52K · 600 shares
$52K · 530 shares
$52K · 2K shares
$51K · 4K shares
$48K · 500 shares
$48K · 100 shares
$46K · 325 shares
$45K · 316 shares
$45K · 4K shares
$42K · 330 shares
$40K · 2K shares
$38K · 1K shares
$38K · 3K shares
$38K · 1K shares
$38K · 180 shares
$37K · 1K shares
$36K · 2K shares
$35K · 3K shares
$35K · 100 shares
$34K · 200 shares
$34K · 4K shares
$33K · 300 shares
$32K · 70 shares
$31K · 2K shares
$30K · 800 shares
$27K · 115 shares
$27K · 700 shares
$26K · 250 shares
$26K · 100 shares
$26K · 200 shares
$25K · 400 shares
$25K · 500 shares
$25K · 2K shares
$24K · 800 shares
$23K · 366 shares
$23K · 30 shares
$23K · 300 shares
$23K · 500 shares
$22K · 300 shares
$22K · 400 shares
$22K · 300 shares
$22K · 4K shares
$21K · 100 shares
$21K · 400 shares
$21K · 744 shares
$21K · 100 shares
$20K · 650 shares
$20K · 100 shares
$19K · 800 shares
$19K · 300 shares
$19K · 50 shares
$18K · 260 shares
$18K · 102 shares
$18K · 60 shares
$17K · 400 shares
$17K · 100 shares
$17K · 63 shares
$17K · 116 shares
$16K · 300 shares
$16K · 268 shares
$16K · 600 shares
$15K · 150 shares
$14K · 150 shares
$14K · 400 shares
$13K · 108 shares
$12K · 700 shares
$12K · 30 shares
$12K · 120 shares
$11K · 50 shares
$11K · 40 shares
$11K · 300 shares
$11K · 260 shares
$11K · 200 shares
$11K · 200 shares
$11K · 100 shares
$10K · 2K shares
$10K · 700 shares
$10K · 10 shares
$10K · 300 shares
$9K · 100 shares
$9K · 78 shares
$9K · 40 shares
$9K · 9K shares
$9K · 150 shares
$8K · 8 shares
$8K · 100 shares
$8K · 62 shares
$8K · 100 shares
$8K · 600 shares
$8K · 719 shares
$7K · 400 shares
$7K · 150 shares
$7K · 1K shares
$7K · 100 shares
$6K · 164 shares
$6K · 300 shares
$6K · 3K shares
$6K · 150 shares
$5K · 13 shares
$5K · 80 shares
$5K · 900 shares
$5K · 30 shares
$5K · 39 shares
$5K · 200 shares
$5K · 420 shares
$4K · 300 shares
$4K · 32 shares
$4K · 500 shares
$4K · 30 shares
$4K · 100 shares
$4K · 333 shares
$4K · 1K shares
$4K · 200 shares
$3K · 375 shares
$3K · 100 shares
$3K · 300 shares
$3K · 200 shares
$3K · 500 shares
$2K · 100 shares
$2K · 40 shares
$2K · 300 shares
$2K · 50 shares
$2K · 230 shares
$1K · 1 shares
$1K · 2 shares
$1K · 200 shares
$0 · 100 shares
$0 · 2 shares
$0 · 500 shares
$0 · 284 shares
$0 · 3 shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 78 | $54.3M | 44.5% |
| Technology | 37 | $27.9M | 22.8% |
| Energy | 21 | $8.7M | 7.1% |
| Healthcare | 28 | $6.8M | 5.5% |
| Industrials | 17 | $6.4M | 5.3% |
| Unknown | 17 | $4.5M | 3.6% |
| Consumer Cyclical | 16 | $3.6M | 3.0% |
| Utilities | 10 | $3.6M | 3.0% |
| Communication Services | 13 | $3.2M | 2.6% |
| Real Estate | 13 | $1.5M | 1.2% |
| Basic Materials | 7 | $855K | 0.7% |
| Consumer Defensive | 6 | $731K | 0.6% |