Chung Wu Investment Group, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$122.3M

Holdings

262

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (262 positions)

#	Stock	Shares	Value	% Portfolio
1	IVVISHARES TR CORE S&P500 ETF	16,163	$11.1M	9.05%
2	MSFTMICROSOFT CORPORATION	16,752	$8.1M	6.63%
3	DONSPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	15,365	$7.4M	6.04%
4	SPYINEOS S&P 500 HIGH INCOME ETF	119,460	$6.3M	5.13%
5	QQQINEOS NASDAQ 100 HIGH INCOME ETF	114,456	$6.2M	5.04%
6	AAPLAPPLE INCORPORATED	20,864	$5.7M	4.64%
7	JPMJPMORGAN CHASE & COMPANY.	16,317	$5.3M	4.30%
8	EOSEATON VANCE ENHANCED EQUITY IN	158,610	$3.7M	3.04%
9	NVDANVIDIA CORPORATION	16,796	$3.1M	2.56%
10	SPYSPDR S&P 500 ETF	3,880	$2.6M	2.16%
11	MUMICRON TECHNOLOGY INCORPORATED	9,135	$2.6M	2.13%
12	AMANTERO MIDSTREAM CORPORATION	126,900	$2.3M	1.85%
13	ABBVABBVIE INCORPORATED	8,345	$1.9M	1.56%
14	GSGOLDMAN SACHS GROUP INCORPORATED	2,135	$1.9M	1.53%
15	XOMEXXON MOBIL CORPORATION	14,937	$1.8M	1.47%
16	DWDMORGAN STANLEY COM NEW	9,705	$1.7M	1.41%
17	UNHUNITEDHEALTH GROUP INCORPORATED	5,075	$1.7M	1.37%
18	GEVGE VERNOVA INCORPORATED	2,517	$1.6M	1.35%
19	ALLYALLY FINL INCORPORATED	34,840	$1.6M	1.29%
20	VVISA INCORPORATED COM CLASS A	4,480	$1.6M	1.28%
21	MTZMASTEC INCORPORATED	6,985	$1.5M	1.24%
22	SPGSIMON PROPERTY GROUP INCORPORATED NEW REIT	7,550	$1.4M	1.14%
23	MAMASTERCARD INCORPORATED CLASS A	2,190	$1.3M	1.02%
24	GEGE AEROSPACE COM NEW	3,729	$1.1M	0.94%
25	HDHOME DEPOT INCORPORATED	3,283	$1.1M	0.92%
26	GDXJVANECK JUNIOR GOLD MINERS ETF	9,150	$1.0M	0.85%
27	METAMETA PLATFORMS INCORPORATED CLASS A	1,530	$1.0M	0.83%
28	VSTVISTRA CORPORATION	6,170	$995K	0.81%
29	USDPROSHARES ULTRA SEMICONDUCTORS	18,200	$955K	0.78%
30	TQQQPROSHARES TR ULTRAPRO QQQ	17,240	$908K	0.74%
31	LITELUMENTUM HLDGS INCORPORATED	2,400	$884K	0.72%
32	OKEONEOK INCORPORATED NEW	12,010	$882K	0.72%
33	SILGLOBAL X SILVER MINERS ETF	10,400	$868K	0.71%
34	IYY*ISHARES TR DOW JONES US ETF	5,220	$865K	0.71%
35	JEPQJPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	14,015	$814K	0.67%
36	AMZNAMAZON COM INCORPORATED	3,480	$803K	0.66%
37	AAOIAPPLIED OPTOELECTRONICS INCORPORATED	21,900	$763K	0.62%
38	KTOSKRATOS DEFENSE & SEC SOLUTIONS COM NEW	9,760	$740K	0.61%
39	APPAPPLOVIN CORPORATION COM CLASS A	1,080	$727K	0.59%
40	PAAPLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN	39,479	$709K	0.58%
41	ROKROCKWELL AUTOMATION INCORPORATED	1,715	$667K	0.55%
42	AZNASTRAZENECA PLC SPONSORED ADR	6,950	$638K	0.52%
43	DALDELTA AIR LINES INCORPORATED DEL COM NEW	9,020	$625K	0.51%
44	CCOCAMECO CORPORATION (CANADA)	6,530	$597K	0.49%
45	VIKVIKING HOLDINGS LIMITED ORD SHS (BERMUDA)	8,290	$591K	0.48%
46	ETENERGY TRANSFER L P COM UT LTD PTN	35,561	$586K	0.48%
47	NFLXNETFLIX INCORPORATED	5,900	$553K	0.45%
48	CVXCHEVRON CORPORATION NEW	3,620	$551K	0.45%
49	TSLLDIREXION DAILY TSLA BULL 2X SHARES	26,000	$496K	0.41%
50	NDQINVESCO QQQ TR	800	$491K	0.40%
51	EOGEOG RES INCORPORATED	4,628	$485K	0.40%
52	HWMHOWMET AEROSPACE INCORPORATED	2,300	$471K	0.39%
53	PLTRPALANTIR TECHNOLOGIES INCORPORATED CLASS A	2,600	$462K	0.38%
54	MPLXMPLX LP COM UNIT REP LTD	8,500	$453K	0.37%
55	BACBANK AMERICA CORPORATION	7,950	$437K	0.36%
56	ETRENTERGY CORPORATION NEW	4,703	$434K	0.35%
57	NSCNORFOLK SOUTHN CORPORATION	1,500	$433K	0.35%
58	WGSGENEDX HOLDINGS CORPORATION COM CLASS A	3,300	$429K	0.35%
59	LLYELI LILLY & COMPANY	400	$429K	0.35%
60	EXPEEXPEDIA GROUP INCORPORATED COM NEW	1,500	$424K	0.35%
61	TTWOTAKE-TWO INTERACTIVE SOFTWARE	1,600	$409K	0.33%
62	SOLSSOLSTICE ADVANCED MATLS INCORPORATED COM SHS	8,406	$408K	0.33%
63	DDMPROSHARES ULTRA DOW30	6,700	$380K	0.31%
64	PFFAVIRTUS INFRACAP U.S. PREFERRED STOCK ETF	17,500	$377K	0.31%
65	AMDADVANCED MICRO DEVICES INCORPORATED	1,695	$363K	0.30%
66	JPXAEROVIRONMENT INCORPORATED	1,500	$362K	0.30%
67	KMIKINDER MORGAN INCORPORATED DEL	12,050	$331K	0.27%
68	PANWPALO ALTO NETWORKS INCORPORATED	1,660	$305K	0.25%
69	NVONOVO-NORDISK A S ADR (DENMARK)	6,000	$305K	0.25%
70	WMTWALMART INCORPORATED	2,734	$304K	0.25%
71	COSTCOSTCO WHOLESALE CORPORATION NEW	350	$301K	0.25%
72	GOOGALPHABET INCORPORATED CAP STK CLASS C	870	$273K	0.22%
73	PVLAPALVELLA THERAPEUTICS INCORPORATED NEW	2,600	$272K	0.22%
74	SPUUDIREXION DAILY S&P 500 BULL 2X SHARES	1,460	$268K	0.22%
75	WPMWHEATON PRECIOUS METALS CORPORATION (CANADA)	2,130	$250K	0.20%
76	HTGCHERCULES CAPITAL INCORPORATED	12,978	$244K	0.20%
77	TSMTAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS	800	$243K	0.20%
78	SSOPROSHARES ULTRA S&P500	4,140	$239K	0.20%
79	DUKDUKE ENERGY CORPORATION NEW COM NEW	2,018	$236K	0.19%
80	BXBLACKSTONE INCORPORATED	1,490	$229K	0.19%
81	NTRANATERA INCORPORATED	1,000	$229K	0.19%
82	NVDLGRANITESHARES 2X LONG NVDA DAILY ETF	2,500	$220K	0.18%
83	HONHONEYWELL INTERNATIONAL INCORPORATED	1,126	$219K	0.18%
84	LOWLOWES COMPANIES INCORPORATED	875	$211K	0.17%
85	PDDPDD HOLDINGS INCORPORATED SPONSORED ADS	1,800	$204K	0.17%
86	RTXRTX CORPORATION	1,060	$194K	0.16%
87	NEENEXTERA ENERGY INCORPORATED	2,400	$192K	0.16%
88	SEISOLARIS ENERGY INFRAS INCORPORATED COM CLASS A	4,000	$183K	0.15%
89	GOOGLALPHABET INCORPORATED CAP STK CLASS A	580	$181K	0.15%
90	IM8NINSMED INCORPORATED COM PAR $.01	1,020	$177K	0.14%
91	MDLNMEDLINE INCORPORATED COM CLASS A	3,700	$155K	0.13%
92	NLRVANECK URANIUM AND NUCLEAR ETF	1,230	$152K	0.12%
93	BRK/BBERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	300	$150K	0.12%
94	VCITVANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	1,743	$145K	0.12%
95	WBDWARNER BROS DISCOVERY INCORPORATED COM SER A	5,000	$144K	0.12%
96	GQ9SPDR GOLD SHARES	358	$141K	0.12%
97	GWREGUIDEWIRE SOFTWARE INCORPORATED	700	$140K	0.11%
98	TSLATESLA INCORPORATED	300	$134K	0.11%
99	FLRFLUOR CORPORATION NEW	3,346	$132K	0.11%
100	AXGNAXOGEN INCORPORATED	4,000	$130K	0.11%

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