Chung Wu Investment Group, LLC Q2 2025 Filing

Filed July 22, 2025

Portfolio Value

$95.9M

Holdings

248

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (248 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR CORE S&P500 ETF	15,940	$9.9M	10.32%
2	MSFTMICROSOFT CORPORATION	16,562	$8.2M	8.59%
3	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	15,048	$6.6M	6.91%
4	JPMJPMORGAN CHASE & COMPANY.	15,317	$4.4M	4.63%
5	EOSEATON VANCE ENHANCED EQUITY IN	165,230	$4.0M	4.17%
6	AAPLAPPLE INCORPORATED	18,318	$3.8M	3.92%
7	AMANTERO MIDSTREAM CORPORATION	145,960	$2.8M	2.88%
8	NVDANVIDIA CORPORATION	14,866	$2.3M	2.45%
9	SPYSPDR S&P 500 ETF	3,780	$2.3M	2.43%
10	JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	38,986	$2.1M	2.21%
11	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	35,922	$2.0M	2.13%
12	XOMEXXON MOBIL CORPORATION	15,277	$1.6M	1.72%
13	VVISA INCORPORATED COM CLASS A	4,480	$1.6M	1.66%
14	OKEONEOK INCORPORATED NEW	18,430	$1.5M	1.57%
15	METAMETA PLATFORMS INCORPORATED CLASS A	1,750	$1.3M	1.35%
16	ABBVABBVIE INCORPORATED	6,865	$1.3M	1.33%
17	GPIXGOLDMAN SACHS S&P 500 PREMIUM INCOME ETF	25,460	$1.3M	1.32%
18	MAMASTERCARD INCORPORATED CLASS A	2,220	$1.2M	1.30%
19	HDHOME DEPOT INCORPORATED	3,363	$1.2M	1.29%
20	SPGSIMON PROPERTY GROUP INCORPORATED NEW REIT	7,550	$1.2M	1.27%
21	VSTVISTRA CORPORATION	5,425	$1.1M	1.10%
22	GEVGE VERNOVA INCORPORATED	1,902	$1.0M	1.05%
23	MTZMASTEC INCORPORATED	5,555	$947K	0.99%
24	NFLXNETFLIX INCORPORATED	700	$937K	0.98%
25	PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF	44,240	$922K	0.96%
26	GEGE AEROSPACE COM NEW	3,370	$867K	0.90%
27	IYY*ISHARES TR DOW JONES US ETF	5,240	$791K	0.82%
28	AMZNAMAZON COM INCORPORATED	3,496	$767K	0.80%
29	CRWVCOREWEAVE INCORPORATED COM CLASS A	4,630	$755K	0.79%
30	PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN	40,278	$738K	0.77%
31	CVXCHEVRON CORPORATION NEW	4,820	$690K	0.72%
32	GSGOLDMAN SACHS GROUP INCORPORATED	970	$687K	0.72%
33	JPXAEROVIRONMENT INCORPORATED	2,400	$684K	0.71%
34	ETENERGY TRANSFER L P COM UT LTD PTN	37,072	$672K	0.70%
35	MIGAMICROSTRATEGY INCORPORATED CLASS A NEW	1,635	$661K	0.69%
36	UNHUNITEDHEALTH GROUP INCORPORATED	1,840	$574K	0.60%
37	EOGEOG RES INCORPORATED	4,778	$571K	0.60%
38	BXBLACKSTONE INCORPORATED	3,790	$567K	0.59%
39	FISVFISERV INCORPORATED	3,260	$562K	0.59%
40	CITHE CIGNA GROUP	1,608	$532K	0.55%
41	DDMPROSHARES ULTRA DOW30	5,200	$510K	0.53%
42	SILGLOBAL X SILVER MINERS ETF	10,400	$501K	0.52%
43	AZNASTRAZENECA PLC SPONSORED ADR	7,050	$493K	0.51%
44	GDXJVANECK JUNIOR GOLD MINERS ETF	7,150	$483K	0.50%
45	ALLYALLY FINL INCORPORATED	12,000	$467K	0.49%
46	USDPROSHARES ULTRA SEMICONDUCTORS	6,080	$450K	0.47%
47	TQQQPROSHARES TR ULTRAPRO QQQ	5,400	$448K	0.47%
48	COSTCOSTCO WHOLESALE CORPORATION NEW	450	$445K	0.46%
49	MPLXMPLX LP COM UNIT REP LTD	8,500	$438K	0.46%
50	KMIKINDER MORGAN INCORPORATED DEL	14,050	$413K	0.43%
51	DASHDOORDASH INCORPORATED CLASS A	1,600	$394K	0.41%
52	VIKVIKING HOLDINGS LIMITED ORD SHS (BERMUDA)	7,100	$378K	0.39%
53	BACBANK AMERICA CORPORATION	7,950	$376K	0.39%
54	PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A	2,680	$365K	0.38%
55	APPAPPLOVIN CORPORATION COM CLASS A	1,020	$357K	0.37%
56	AXONAXON ENTERPRISE INCORPORATED	430	$356K	0.37%
57	VRTVERTIV HOLDINGS COMPANY COM CLASS A	2,690	$345K	0.36%
58	AAOIAPPLIED OPTOELECTRONICS INCORPORATED	13,400	$344K	0.36%
59	TTWOTAKE-TWO INTERACTIVE SOFTWARE	1,300	$316K	0.33%
60	EEMISHARES TR MSCI EMG MKT ETF	6,400	$309K	0.32%
61	WGSGENEDX HOLDINGS CORPORATION COM CLASS A	3,300	$305K	0.32%
62	HWMHOWMET AEROSPACE INCORPORATED	1,600	$298K	0.31%
63	TSLLDIREXION DAILY TSLA BULL 2X SHARES	24,500	$289K	0.30%
64	EXPEEXPEDIA GROUP INCORPORATED COM NEW	1,700	$287K	0.30%
65	UBERUBER TECHNOLOGIES INCORPORATED	3,000	$280K	0.29%
66	HTGCHERCULES CAPITAL INCORPORATED	15,178	$277K	0.29%
67	ISRGINTUITIVE SURGICAL INCORPORATED COM NEW	500	$272K	0.28%
68	WMTWALMART INCORPORATED	2,734	$267K	0.28%
69	SSOPROSHARES ULTRA S&P500	2,720	$266K	0.28%
70	NDQINVESCO QQQ TR	460	$254K	0.26%
71	DUKDUKE ENERGY CORPORATION NEW COM NEW	2,018	$238K	0.25%
72	QLDPROSHARES ULTRA QQQ	2,000	$235K	0.25%
73	SKYYFIRST TRUST ISE CLOUD COMPUTING INDEX FUND	1,930	$235K	0.24%
74	AMTMAMENTUM HOLDINGS INCORPORATED	9,744	$230K	0.24%
75	SMRNUSCALE PWR CORPORATION CLASS A COM	5,500	$218K	0.23%
76	GPIQGOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETF	4,200	$209K	0.22%
77	PANWPALO ALTO NETWORKS INCORPORATED	1,000	$205K	0.21%
78	LOWLOWES COMPANIES INCORPORATED	875	$194K	0.20%
79	DWDMORGAN STANLEY COM NEW	1,300	$183K	0.19%
80	LTHLIFE TIME GROUP HOLDINGS INCORPORATED COMMON STOCK	6,000	$182K	0.19%
81	TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS	800	$181K	0.19%
82	DKSDICKS SPORTING GOODS INCORPORATED	900	$178K	0.19%
83	IM8NINSMED INCORPORATED COM PAR $.01	1,720	$173K	0.18%
84	ZIMZIM INTEGRATED SHIPPING SERV SHS (ISRAEL)	10,700	$172K	0.18%
85	FLRFLUOR CORPORATION NEW	3,346	$172K	0.18%
86	NTRANATERA INCORPORATED	1,000	$169K	0.18%
87	EWHISHARES INCORPORATED MSCI HONG KG ETF	8,500	$169K	0.18%
88	NEENEXTERA ENERGY INCORPORATED	2,400	$167K	0.17%
89	BACVERIZON COMMUNICATIONS INCORPORATED	3,680	$159K	0.17%
90	EUADSELECT STOXX EUROPE AEROSPACE & DEFENSE ETF	3,600	$155K	0.16%
91	RTXRTX CORPORATION	1,060	$155K	0.16%
92	TSLRGRANITESHARES 2X LONG TSLA DAILY ETF	8,000	$151K	0.16%
93	ELVELEVANCE HEALTH INCORPORATED	380	$148K	0.15%
94	BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	300	$146K	0.15%
95	VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	1,743	$145K	0.15%
96	MPMP MATERIALS CORPORATION COM CLASS A	4,100	$136K	0.14%
97	GQ9SPDR GOLD SHARES	358	$109K	0.11%
98	LIESUN LIFE FINANCIAL INCORPORATED. (CANADA)	1,553	$103K	0.11%
99	GOOGLALPHABET INCORPORATED CAP STK CLASS A	580	$102K	0.11%
100	APLDAPPLIED DIGITAL CORPORATION COM NEW	10,120	$102K	0.11%

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