Chung Wu Investment Group, LLC Q2 2025 Filing
Filed July 22, 2025
Portfolio Value
$95.9B
Holdings
248
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (248 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR CORE S&P500 ETF | 15,940 | $9.9B | 10.32% | |
| 2 | MSFTMICROSOFT CORPORATION | 16,562 | $8.2B | 8.59% | |
| 3 | DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 15,048 | $6.6B | 6.91% | |
| 4 | JPMJPMORGAN CHASE & COMPANY. | 15,317 | $4.4B | 4.63% | |
| 5 | EOSEATON VANCE ENHANCED EQUITY IN | 165,230 | $4.0B | 4.17% | |
| 6 | AAPLAPPLE INCORPORATED | 18,318 | $3.8B | 3.92% | |
| 7 | AMANTERO MIDSTREAM CORPORATION | 145,960 | $2.8B | 2.88% | |
| 8 | NVDANVIDIA CORPORATION | 14,866 | $2.3B | 2.45% | |
| 9 | SPYSPDR S&P 500 ETF | 3,780 | $2.3B | 2.43% | |
| 10 | JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | 38,986 | $2.1B | 2.21% | |
| 11 | JEPIJPMORGAN EQUITY PREMIUM INCOME ETF | 35,922 | $2.0B | 2.13% | |
| 12 | XOMEXXON MOBIL CORPORATION | 15,277 | $1.6B | 1.72% | |
| 13 | VVISA INCORPORATED COM CLASS A | 4,480 | $1.6B | 1.66% | |
| 14 | OKEONEOK INCORPORATED NEW | 18,430 | $1.5B | 1.57% | |
| 15 | METAMETA PLATFORMS INCORPORATED CLASS A | 1,750 | $1.3B | 1.35% | |
| 16 | ABBVABBVIE INCORPORATED | 6,865 | $1.3B | 1.33% | |
| 17 | GPIXGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF | 25,460 | $1.3B | 1.32% | |
| 18 | MAMASTERCARD INCORPORATED CLASS A | 2,220 | $1.2B | 1.30% | |
| 19 | HDHOME DEPOT INCORPORATED | 3,363 | $1.2B | 1.29% | |
| 20 | SPGSIMON PROPERTY GROUP INCORPORATED NEW REIT | 7,550 | $1.2B | 1.27% | |
| 21 | VSTVISTRA CORPORATION | 5,425 | $1.1B | 1.10% | |
| 22 | GEVGE VERNOVA INCORPORATED | 1,902 | $1.0B | 1.05% | |
| 23 | MTZMASTEC INCORPORATED | 5,555 | $946.7M | 0.99% | |
| 24 | NFLXNETFLIX INCORPORATED | 700 | $937.4M | 0.98% | |
| 25 | PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF | 44,240 | $921.5M | 0.96% | |
| 26 | GEGE AEROSPACE COM NEW | 3,370 | $867.4M | 0.90% | |
| 27 | IYY*ISHARES TR DOW JONES US ETF | 5,240 | $790.6M | 0.82% | |
| 28 | AMZNAMAZON COM INCORPORATED | 3,496 | $767.0M | 0.80% | |
| 29 | CRWVCOREWEAVE INCORPORATED COM CLASS A | 4,630 | $755.0M | 0.79% | |
| 30 | PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | 40,278 | $737.9M | 0.77% | |
| 31 | CVXCHEVRON CORPORATION NEW | 4,820 | $690.2M | 0.72% | |
| 32 | GSGOLDMAN SACHS GROUP INCORPORATED | 970 | $686.5M | 0.72% | |
| 33 | JPXAEROVIRONMENT INCORPORATED | 2,400 | $683.9M | 0.71% | |
| 34 | ETENERGY TRANSFER L P COM UT LTD PTN | 37,072 | $672.1M | 0.70% | |
| 35 | MIGAMICROSTRATEGY INCORPORATED CLASS A NEW | 1,635 | $660.9M | 0.69% | |
| 36 | UNHUNITEDHEALTH GROUP INCORPORATED | 1,840 | $574.0M | 0.60% | |
| 37 | EOGEOG RES INCORPORATED | 4,778 | $571.5M | 0.60% | |
| 38 | BXBLACKSTONE INCORPORATED | 3,790 | $566.9M | 0.59% | |
| 39 | FISVFISERV INCORPORATED | 3,260 | $562.1M | 0.59% | |
| 40 | CITHE CIGNA GROUP | 1,608 | $531.6M | 0.55% | |
| 41 | DDMPROSHARES ULTRA DOW30 | 5,200 | $509.8M | 0.53% | |
| 42 | SILGLOBAL X SILVER MINERS ETF | 10,400 | $500.7M | 0.52% | |
| 43 | AZNASTRAZENECA PLC SPONSORED ADR | 7,050 | $492.7M | 0.51% | |
| 44 | GDXJVANECK JUNIOR GOLD MINERS ETF | 7,150 | $483.3M | 0.50% | |
| 45 | ALLYALLY FINL INCORPORATED | 12,000 | $467.4M | 0.49% | |
| 46 | USDPROSHARES ULTRA SEMICONDUCTORS | 6,080 | $449.9M | 0.47% | |
| 47 | TQQQPROSHARES TR ULTRAPRO QQQ | 5,400 | $448.2M | 0.47% | |
| 48 | COSTCOSTCO WHOLESALE CORPORATION NEW | 450 | $445.5M | 0.46% | |
| 49 | MPLXMPLX LP COM UNIT REP LTD | 8,500 | $437.8M | 0.46% | |
| 50 | KMIKINDER MORGAN INCORPORATED DEL | 14,050 | $413.1M | 0.43% | |
| 51 | DASHDOORDASH INCORPORATED CLASS A | 1,600 | $394.4M | 0.41% | |
| 52 | VIKVIKING HOLDINGS LIMITED ORD SHS (BERMUDA) | 7,100 | $378.4M | 0.39% | |
| 53 | BACBANK AMERICA CORPORATION | 7,950 | $376.2M | 0.39% | |
| 54 | PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A | 2,680 | $365.3M | 0.38% | |
| 55 | APPAPPLOVIN CORPORATION COM CLASS A | 1,020 | $357.1M | 0.37% | |
| 56 | AXONAXON ENTERPRISE INCORPORATED | 430 | $356.0M | 0.37% | |
| 57 | VRTVERTIV HOLDINGS COMPANY COM CLASS A | 2,690 | $345.4M | 0.36% | |
| 58 | AAOIAPPLIED OPTOELECTRONICS INCORPORATED | 13,400 | $344.2M | 0.36% | |
| 59 | TTWOTAKE-TWO INTERACTIVE SOFTWARE | 1,300 | $315.7M | 0.33% | |
| 60 | EEMISHARES TR MSCI EMG MKT ETF | 6,400 | $308.7M | 0.32% | |
| 61 | WGSGENEDX HOLDINGS CORPORATION COM CLASS A | 3,300 | $304.6M | 0.32% | |
| 62 | HWMHOWMET AEROSPACE INCORPORATED | 1,600 | $297.8M | 0.31% | |
| 63 | TSLLDIREXION DAILY TSLA BULL 2X SHARES | 24,500 | $289.3M | 0.30% | |
| 64 | EXPEEXPEDIA GROUP INCORPORATED COM NEW | 1,700 | $286.8M | 0.30% | |
| 65 | UBERUBER TECHNOLOGIES INCORPORATED | 3,000 | $279.9M | 0.29% | |
| 66 | HTGCHERCULES CAPITAL INCORPORATED | 15,178 | $277.5M | 0.29% | |
| 67 | ISRGINTUITIVE SURGICAL INCORPORATED COM NEW | 500 | $271.7M | 0.28% | |
| 68 | WMTWALMART INCORPORATED | 2,734 | $267.3M | 0.28% | |
| 69 | SSOPROSHARES ULTRA S&P500 | 2,720 | $265.8M | 0.28% | |
| 70 | NDQINVESCO QQQ TR | 460 | $253.8M | 0.26% | |
| 71 | DUKDUKE ENERGY CORPORATION NEW COM NEW | 2,018 | $238.1M | 0.25% | |
| 72 | QLDPROSHARES ULTRA QQQ | 2,000 | $235.4M | 0.25% | |
| 73 | SKYYFIRST TRUST ISE CLOUD COMPUTING INDEX FUND | 1,930 | $234.8M | 0.24% | |
| 74 | AMTMAMENTUM HOLDINGS INCORPORATED | 9,744 | $230.1M | 0.24% | |
| 75 | SMRNUSCALE PWR CORPORATION CLASS A COM | 5,500 | $217.6M | 0.23% | |
| 76 | GPIQGOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF | 4,200 | $209.2M | 0.22% | |
| 77 | PANWPALO ALTO NETWORKS INCORPORATED | 1,000 | $204.6M | 0.21% | |
| 78 | LOWLOWES COMPANIES INCORPORATED | 875 | $194.1M | 0.20% | |
| 79 | DWDMORGAN STANLEY COM NEW | 1,300 | $183.1M | 0.19% | |
| 80 | LTHLIFE TIME GROUP HOLDINGS INCORPORATED COMMON STOCK | 6,000 | $182.0M | 0.19% | |
| 81 | TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 800 | $181.2M | 0.19% | |
| 82 | DKSDICKS SPORTING GOODS INCORPORATED | 900 | $178.0M | 0.19% | |
| 83 | IM8NINSMED INCORPORATED COM PAR $.01 | 1,720 | $173.1M | 0.18% | |
| 84 | ZIMZIM INTEGRATED SHIPPING SERV SHS (ISRAEL) | 10,700 | $172.2M | 0.18% | |
| 85 | FLRFLUOR CORPORATION NEW | 3,346 | $171.5M | 0.18% | |
| 86 | NTRANATERA INCORPORATED | 1,000 | $168.9M | 0.18% | |
| 87 | EWHISHARES INCORPORATED MSCI HONG KG ETF | 8,500 | $168.8M | 0.18% | |
| 88 | NEENEXTERA ENERGY INCORPORATED | 2,400 | $166.6M | 0.17% | |
| 89 | BACVERIZON COMMUNICATIONS INCORPORATED | 3,680 | $159.2M | 0.17% | |
| 90 | EUADSELECT STOXX EUROPE AEROSPACE & DEFENSE ETF | 3,600 | $155.3M | 0.16% | |
| 91 | RTXRTX CORPORATION | 1,060 | $154.8M | 0.16% | |
| 92 | TSLRGRANITESHARES 2X LONG TSLA DAILY ETF | 8,000 | $151.3M | 0.16% | |
| 93 | ELVELEVANCE HEALTH INCORPORATED | 380 | $147.8M | 0.15% | |
| 94 | BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW | 300 | $145.7M | 0.15% | |
| 95 | VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | 1,743 | $144.5M | 0.15% | |
| 96 | MPMP MATERIALS CORPORATION COM CLASS A | 4,100 | $136.4M | 0.14% | |
| 97 | GQ9SPDR GOLD SHARES | 358 | $109.1M | 0.11% | |
| 98 | LIESUN LIFE FINANCIAL INCORPORATED. (CANADA) | 1,553 | $103.2M | 0.11% | |
| 99 | GOOGLALPHABET INCORPORATED CAP STK CLASS A | 580 | $102.2M | 0.11% | |
| 100 | APLDAPPLIED DIGITAL CORPORATION COM NEW | 10,120 | $101.9M | 0.11% |
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