Chung Wu Investment Group, LLC Q1 2025 Filing
Filed April 23, 2025
Portfolio Value
$83.7B
Holdings
68
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (68 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 18,250 | $10.3B | 12.26% | |
| 2 | DONSPDR DOW JONES INDL AVERAGE | 17,950 | $7.5B | 9.01% | |
| 3 | MSFTMICROSOFT CORP | 17,302 | $6.5B | 7.76% | |
| 4 | AAPLAPPLE INC | 23,703 | $5.3B | 6.29% | |
| 5 | JPMJPMORGAN CHASE & CO. | 15,317 | $3.8B | 4.49% | |
| 6 | EOSEATON VANCE ENHANCED EQUITY | 166,830 | $3.5B | 4.21% | |
| 7 | UNHUNITEDHEALTH GROUP INC | 6,423 | $3.4B | 4.02% | |
| 8 | AMANTERO MIDSTREAM CORP | 128,860 | $2.3B | 2.77% | |
| 9 | SPYSPDR S&P 500 ETF TR | 3,970 | $2.2B | 2.65% | |
| 10 | JEPQJ P MORGAN EXCHANGE TRADED F | 41,146 | $2.1B | 2.55% | |
| 11 | ABBVABBVIE INC | 9,225 | $1.9B | 2.31% | |
| 12 | OKEONEOK INC NEW | 18,630 | $1.8B | 2.21% | |
| 13 | XOMEXXON MOBIL CORP | 15,277 | $1.8B | 2.17% | |
| 14 | VVISA INC | 4,481 | $1.6B | 1.88% | |
| 15 | NVDANVIDIA CORPORATION | 14,280 | $1.5B | 1.85% | |
| 16 | PFFAETFIS SER TR I | 67,740 | $1.4B | 1.72% | |
| 17 | GPIXGOLDMAN SACHS ETF TR | 29,050 | $1.4B | 1.62% | |
| 18 | SPGSIMON PPTY GROUP INC NEW | 7,750 | $1.3B | 1.54% | |
| 19 | HDHOME DEPOT INC | 3,448 | $1.3B | 1.51% | |
| 20 | JEPIJ P MORGAN EXCHANGE TRADED F | 21,532 | $1.2B | 1.47% | |
| 21 | MAMASTERCARD INCORPORATED | 2,220 | $1.2B | 1.45% | |
| 22 | METAMETA PLATFORMS INC | 1,860 | $1.1B | 1.28% | |
| 23 | IYY*ISHARES TR | 6,370 | $867.0M | 1.04% | |
| 24 | GEGE AEROSPACE | 4,265 | $853.6M | 1.02% | |
| 25 | AMZNAMAZON COM INC | 4,296 | $817.4M | 0.98% | |
| 26 | FISVFISERV INC | 3,560 | $786.2M | 0.94% | |
| 27 | PAAPLAINS ALL AMERN PIPELINE L | 39,279 | $785.6M | 0.94% | |
| 28 | GDXJVANECK ETF TRUST | 12,500 | $715.0M | 0.85% | |
| 29 | GEVGE VERNOVA INC | 2,271 | $693.3M | 0.83% | |
| 30 | ETENERGY TRANSFER L P | 37,072 | $689.2M | 0.82% | |
| 31 | EOGEOG RES INC | 4,778 | $612.7M | 0.73% | |
| 32 | NFLXNETFLIX INC | 645 | $601.5M | 0.72% | |
| 33 | AZNASTRAZENECA PLC | 7,350 | $540.2M | 0.65% | |
| 34 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,000 | $532.6M | 0.64% | |
| 35 | GSGOLDMAN SACHS GROUP INC | 970 | $529.9M | 0.63% | |
| 36 | CITHE CIGNA GROUP | 1,508 | $496.1M | 0.59% | |
| 37 | CVXCHEVRON CORP NEW | 2,900 | $485.1M | 0.58% | |
| 38 | MPLXMPLX LP | 8,800 | $471.0M | 0.56% | |
| 39 | BXBLACKSTONE INC | 3,290 | $459.9M | 0.55% | |
| 40 | MIGAMICROSTRATEGY INC | 1,535 | $442.5M | 0.53% | |
| 41 | MTZMASTEC INC | 3,530 | $412.0M | 0.49% | |
| 42 | KMIKINDER MORGAN INC DEL | 14,050 | $400.8M | 0.48% | |
| 43 | AJGGALLAGHER ARTHUR J & CO | 1,032 | $356.3M | 0.43% | |
| 44 | GPIQGOLDMAN SACHS ETF TR | 7,900 | $352.3M | 0.42% | |
| 45 | TTWOTAKE-TWO INTERACTIVE SOFTWAR | 1,680 | $348.2M | 0.42% | |
| 46 | BACBANK AMERICA CORP | 7,950 | $331.8M | 0.40% | |
| 47 | COSTCOSTCO WHSL CORP NEW | 350 | $331.0M | 0.40% | |
| 48 | TSLATESLA INC | 1,210 | $313.6M | 0.37% | |
| 49 | PLTRPALANTIR TECHNOLOGIES INC | 3,480 | $293.7M | 0.35% | |
| 50 | DASHDOORDASH INC | 1,600 | $292.4M | 0.35% | |
| 51 | HTGCHERCULES CAPITAL INC | 15,178 | $291.6M | 0.35% | |
| 52 | TRGPTARGA RES CORP | 1,400 | $280.7M | 0.34% | |
| 53 | VIKVIKING HOLDINGS LTD | 7,000 | $278.3M | 0.33% | |
| 54 | WGSGENEDX HOLDINGS CORP | 3,050 | $270.1M | 0.32% | |
| 55 | TMUST-MOBILE US INC | 1,000 | $266.7M | 0.32% | |
| 56 | BABAALIBABA GROUP HLDG LTD | 2,000 | $264.5M | 0.32% | |
| 57 | BACVERIZON COMMUNICATIONS INC | 5,680 | $257.6M | 0.31% | |
| 58 | 4I1PHILIP MORRIS INTL INC | 1,600 | $254.0M | 0.30% | |
| 59 | EXPEEXPEDIA GROUP INC | 1,500 | $252.2M | 0.30% | |
| 60 | DUKDUKE ENERGY CORP NEW | 2,018 | $246.1M | 0.29% | |
| 61 | WMTWALMART INC | 2,734 | $240.0M | 0.29% | |
| 62 | AQLTISHARES TR | 4,500 | $237.6M | 0.28% | |
| 63 | ONONON HLDG AG | 5,300 | $232.8M | 0.28% | |
| 64 | UBERUBER TECHNOLOGIES INC | 3,000 | $218.6M | 0.26% | |
| 65 | HWMHOWMET AEROSPACE INC | 1,600 | $207.6M | 0.25% | |
| 66 | CITCINTAS CORP | 1,000 | $205.5M | 0.25% | |
| 67 | LOWLOWES COS INC | 875 | $204.1M | 0.24% | |
| 68 | GTLSCHART INDS INC | 1,400 | $202.1M | 0.24% |