Chung Wu Investment Group, LLC 13F Holdings

CIK 0002054278 · SUGAR LAND, TX

As of Sep 30, 2025, Chung Wu Investment Group, LLC reported 255 positions worth 19.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES CORE S&P 500 ETFIVV—16,230 0.9M9.07%
MICROSOFT CORPMSFTTechnology16,562$8.6M7.16%
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUSTDIA—15,365$7.1M5.95%
NEOS ETF TRUST——99,516$5.4M4.50%
APPLE INCAAPLTechnology20,634$5.3M4.39%
NEOS S&P 500(R) HIGH INCOME ETFSPYI—98,230$5.1M4.29%
JPMORGAN CHASE & COJPMFinancial Services15,317$4.8M4.04%
EATON VANCE ENHANCED EQUITY INCOME FUND IIEOS—160,690$3.8M3.21%
NVIDIA CORPNVDATechnology15,976$3.0M2.49%
SPDR S&P 500 ETF TRUSTSPY—3,880$2.6M2.16%
ANTERO MIDSTREAM CORPAMEnergy129,400$2.5M2.10%
UNITEDHEALTH GROUP INCUNHHealthcare6,995$2.4M2.02%
EXXON MOBIL CORPXOMEnergy15,037 .7M1.42%
GOLDMAN SACHS GROUP INCGSFinancial Services2,080 .7M1.38%
MICRON TECHNOLOGY INCMUTechnology9,595 .6M1.34%
ABBVIE INCABBVEquity6,845 .6M1.32%
MORGAN STANLEYMSFinancial Services9,660 .5M1.28%
VISA INC-CLASS A SHARESVFinancial Services4,480 .5M1.28%
ALLY FINANCIAL INCALLYFinancial Services38,890 .5M1.27%
VISTRA CORPVSTUtilities7,565 .5M1.24%
SIMON PROPERTY GROUP INCSPGReal Estate7,550 .4M1.18%
MASTEC INCMTZIndustrials6,615 .4M1.18%
GE VERNOVA INCGEVUtilities2,263 .4M1.16%
HOME DEPOT INCHDConsumer Cyclical3,373 .4M1.14%
META PLATFORMS INCMETACommunication Services1,750 .3M1.07%