Chung Wu Investment Group, LLC Q4 2025 Filing

Filed February 2, 2026

Portfolio Value

$100.0M

Holdings

262

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (262 positions)

#	Stock	Shares	Value	% Portfolio
101	SUNSUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP	1,800	$94K	0.09%
102	JJACOBS SOLUTIONS INCORPORATED	702	$92K	0.09%
103	KOCOCA COLA COMPANY	1,200	$83K	0.08%
104	EPDENTERPRISE PRODUCTS PARTNERS L P	2,500	$80K	0.08%
105	MQYBLACKROCK MUNIYILD QULT FD INCORPORATED	7,000	$79K	0.08%
106	MIGASTRATEGY INCORPORATED CLASS A NEW	515	$78K	0.08%
107	NVGNUVEEN AMT FREE MUN CR INCORPORATED FD	6,000	$75K	0.08%
108	IGPTINVESCO AI AND NEXT GEN SOFTWARE ETF	1,240	$73K	0.07%
109	NADNUVEEN QUALITY MUNCP INCOME FD	6,000	$72K	0.07%
110	CSCOCISCO SYSTEMS INCORPORATED	931	$71K	0.07%
111	XNEAXNUVEEN AMT FREE QLTY MUN INCME	6,000	$69K	0.07%
112	FBNDFIDELITY TOTAL BOND ETF	1,500	$69K	0.07%
113	BACVERIZON COMMUNICATIONS INCORPORATED	1,600	$65K	0.07%
114	MRKMERCK & COMPANY INCORPORATED	600	$63K	0.06%
115	MRVLMARVELL TECHNOLOGY INCORPORATED	700	$59K	0.06%
116	AXPAMERICAN EXPRESS COMPANY	151	$55K	0.06%
117	DYNDYNE THERAPEUTICS INCORPORATED	2,800	$54K	0.05%
118	CQPCHENIERE ENERGY PARTNERS LP COM UNIT	1,000	$53K	0.05%
119	ETGEATON VANCE TX ADV GLBL DIV FD	2,300	$53K	0.05%
120	NEMNEWMONT CORPORATION	530	$52K	0.05%
121	TYRATYRA BIOSCIENCES INCORPORATED	2,000	$52K	0.05%
122	SOSOUTHERN COMPANY	600	$52K	0.05%
123	FSKFS KKR CAP CORPORATION	3,500	$51K	0.05%
124	ITBISHARES TR US HOME CONS ETF	500	$48K	0.05%
125	SCCOSOUTHERN COPPER CORPORATION	325	$46K	0.05%
126	XLKSTATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	316	$45K	0.05%
127	VALEVALE S A SPONSORED ADS (BRAZIL)	3,500	$45K	0.05%
128	SKYYFIRST TRUST ISE CLOUD COMPUTING INDEX FUND	330	$42K	0.04%
129	QYLDGLOBAL X NASDAQ 100 COVERED CALL ETF	2,300	$40K	0.04%
130	MSBMESABI TR CTF BEN INT	1,000	$38K	0.04%
131	ITA*ISHARES TR US AER DEF ETF	180	$38K	0.04%
132	INRINFINITY NAT RES INCORPORATED COM CLASS A	2,600	$38K	0.04%
133	FXIISHARES TR CHINA LG-CAP ETF	1,000	$38K	0.04%
134	KNTKKINETIK HOLDINGS INCORPORATED COM NEW CLASS A	1,040	$37K	0.04%
135	EWHISHARES INCORPORATED MSCI HONG KG ETF	1,700	$36K	0.04%
136	PBRPETROLEO BRASILEIRO SA PETROBR SPONSORED ADR (BRAZIL)	3,000	$35K	0.04%
137	BDJBLACKROCK ENHANCED EQUITY DIVI	3,607	$34K	0.03%
138	QCOMQUALCOMM INCORPORATED	200	$34K	0.03%
139	EWBCEAST WEST BANCORP INCORPORATED	300	$33K	0.03%
140	ZIMZIM INTEGRATED SHIPPING SERV SHS (ISRAEL)	1,500	$31K	0.03%
141	CNPCENTERPOINT ENERGY INCORPORATED	800	$30K	0.03%
142	SNDKSANDISK CORPORATION	115	$27K	0.03%
143	NNNNNN REIT INCORPORATED REIT	700	$27K	0.03%
144	IGVISHARES TR EXPANDED TECH	250	$26K	0.03%
145	EXREXTRA SPACE STORAGE INCORPORATED REIT	200	$26K	0.03%
146	USFRTHE WISDOMTREE TRUST FLTG RATE TREASURY FUND	500	$25K	0.03%
147	RLIRLI CORPORATION	400	$25K	0.03%
148	TRVITREVI THERAPEUTICS INCORPORATED	2,000	$25K	0.03%
149	EMCGLOBAL X FDS EMERGING MARKETS GREAT CONS	800	$24K	0.02%
150	AQLTISHARES TR US HLTHCR PR ETF	500	$23K	0.02%
151	JHMMJOHN HANCOCK MULTIFACTOR MID CAP ETF	366	$23K	0.02%
152	CVSCVS HEALTH CORPORATION	300	$23K	0.02%
153	TSHATAYSHA GENE THERAPIES INCORPORATED COM SHS	4,000	$22K	0.02%
154	SYYSYSCO CORPORATION	300	$22K	0.02%
155	BBIOBRIDGEBIO PHARMA INCORPORATED	300	$22K	0.02%
156	JEPIJPMORGAN EQUITY PREMIUM INCOME ETF	400	$22K	0.02%
157	AMTMAMENTUM HOLDINGS INCORPORATED	744	$21K	0.02%
158	EEMISHARES TR MSCI EMG MKT ETF	400	$21K	0.02%
159	TSLRGRANITESHARES 2X LONG TSLA DAILY ETF	650	$20K	0.02%
160	EZUISHARES INCORPORATED MSCI EURZONE ETF	300	$19K	0.02%
161	APLDAPPLIED DIGITAL CORPORATION COM NEW	800	$19K	0.02%
162	OKLOOKLO INCORPORATED COM CLASS A	260	$18K	0.02%
163	MRSHMARSH & MCLENNAN COMPANIES INCORPORATED	102	$18K	0.02%
164	EXPDEXPEDITORS INTERNATIONAL WASH INCORPORATED	116	$17K	0.02%
165	MISLFIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE & DEFENSE ETF	400	$17K	0.02%
166	BMYBRISTOL-MYERS SQUIBB COMPANY	300	$16K	0.02%
167	KDPKEURIG DR PEPPER INCORPORATED	600	$16K	0.02%
168	BHPBHP GROUP LIMITED SPONSORED ADS (AUSTRALIA)	268	$16K	0.02%
169	XHBSTATE STREET SPDR S&P HOMEBUILDERS ETF	150	$15K	0.02%
170	COPCONOCOPHILLIPS	150	$14K	0.01%
171	INTCINTEL CORPORATION	400	$14K	0.01%
172	ABTABBOTT LABS	108	$13K	0.01%
173	STWDSTARWOOD PROPERTY TR INCORPORATED REIT	700	$12K	0.01%
174	MUUDIREXION DAILY MU BULL 2X SHARES	120	$12K	0.01%
175	IVVISHARES TR CORE S&P500 ETF	16,163	$11K	0.01%
176	XLGINVESCO S&P 500 TOP 50 ETF	200	$11K	0.01%
177	QQQUDIREXION DAILY MAGNIFICENT 7 BULL 2X SHARES	200	$11K	0.01%
178	STAGSTAG INDL INCORPORATED REIT	300	$11K	0.01%
179	XLUSTATE STREET UTILITIES SELECT SECTOR SPDR ETF	260	$11K	0.01%
180	BIPBROOKFIELD INFRAST PARTNERS LP LP INT UNIT (BERMUDA)	300	$10K	0.01%
181	AMDLGRANITESHARES 2X LONG AMD DAILY ETF	700	$10K	0.01%
182	ADAMADAMAS TRUST INCORPORATED. REIT	1,500	$10K	0.01%
183	IFRXINFLARX NV (NETHERLANDS)	9,000	$9K	0.01%
184	TRFKPACER FDS TR DATA & DIGITAL REVOLUTION ETF	150	$9K	0.01%
185	EFCELLINGTON FINANCIAL INCORPORATED REIT	600	$8K	0.01%
186	KYNKAYNE ANDERSON ENERGY INFRSTR	719	$8K	0.01%
187	CARRCARRIER GLOBAL CORPORATION	150	$7K	0.01%
188	HRZNHORIZON TECHNOLOGY FIN CORPORATION	1,100	$7K	0.01%
189	FLCFLAHERTY & CRUMRINE TOTAL RETU	400	$7K	0.01%
190	VERUVERU INCORPORATED COM NEW	3,000	$6K	0.01%
191	OXYOCCIDENTAL PETE CORPORATION	150	$6K	0.01%
192	VNOMVIPER ENERGY INCORPORATED CLASS A	164	$6K	0.01%
193	NOGNORTHERN OIL & GAS INCORPORATED	300	$6K	0.01%
194	FSCOFS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK	900	$5K	0.01%
195	DJTTRUMP MEDIA & TECHNOLOGY GROUP	420	$5K	0.01%
196	STMSTMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)	200	$5K	0.01%
197	ITRINTEGRA RES CORPORATION (CANADA)	1,000	$4K	0.00%
198	DYT1DYNEX CAP INCORPORATED REIT	333	$4K	0.00%
199	PFEPFIZER INCORPORATED	200	$4K	0.00%
200	VIXMPROSHARES TRUST II VIX MID TERM FUTURES ETF	300	$4K	0.00%

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