Chung Wu Investment Group, LLC - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 2, 2026, for the 2025 Q4 period, Chung Wu Investment Group, LLC held in its portfolio 263 assets valued at $122,278,477 (i.e. $122.28M).

The most valuable assets in the portfolio included: ISHARES TR CORE S&P500 ETF ($11.07M), MICROSOFT CORPORATION ($8.10M), and SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST ($7.38M).

The chart below shows the top 10 valuable assets, and the table below shows the top 263 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Chung Wu Investment Group, LLC Portfolio

ISHARES TR CORE S&P500 ETF

MICROSOFT CORPORATION

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

NEOS S&P 500 HIGH INCOME ETF

NEOS NASDAQ 100 HIGH INCOME ETF

APPLE INCORPORATED

JPMORGAN CHASE & COMPANY.

EATON VANCE ENHANCED EQUITY IN

NVIDIA CORPORATION

SPDR S&P 500 ETF

Chung Wu Investment Group, LLC - Stock Holdings in 13F Filings (SEC)

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Name of Issuer	No. of Shares	Value ($)	Class
ISHARES TR CORE S&P500 ETF	16163	11070685	CORE S&P500 ETF
MICROSOFT CORPORATION	16752	8101602	COM
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST	15365	7383958	UT SER 1
NEOS S&P 500 HIGH INCOME ETF	119460	6275234	NEOS S&P 500 HI
NEOS NASDAQ 100 HIGH INCOME ETF	114456	6164600	NASDAQ 100 HIGH
APPLE INCORPORATED	20864	5672087	COM
JPMORGAN CHASE & COMPANY.	16317	5257664	COM
EATON VANCE ENHANCED EQUITY IN	158610	3713060	COM
NVIDIA CORPORATION	16796	3132454	COM
SPDR S&P 500 ETF	3880	2645850	TR UNIT
MICRON TECHNOLOGY INCORPORATED	9135	2607220	COM
ANTERO MIDSTREAM CORPORATION	126900	2257551	COM
ABBVIE INCORPORATED	8345	1906749	COM
GOLDMAN SACHS GROUP INCORPORATED	2135	1876665	COM
EXXON MOBIL CORPORATION	14937	1797519	COM
MORGAN STANLEY COM NEW	9705	1722929	COM NEW
UNITEDHEALTH GROUP INCORPORATED	5075	1675308	COM
GE VERNOVA INCORPORATED	2517	1645036	COM
ALLY FINL INCORPORATED	34840	1577904	COM
VISA INCORPORATED COM CLASS A	4480	1571181	COM CL A
MASTEC INCORPORATED	6985	1518329	COM
SIMON PROPERTY GROUP INCORPORATED NEW REIT	7550	1397581	COM
MASTERCARD INCORPORATED CLASS A	2190	1250227	CL A
GE AEROSPACE COM NEW	3729	1148644	COM NEW
HOME DEPOT INCORPORATED	3283	1129680	COM
VANECK JUNIOR GOLD MINERS ETF	9150	1041087	JUNIOR GOLD MINE
META PLATFORMS INCORPORATED CLASS A	1530	1009938	CL A
VISTRA CORPORATION	6170	995406	COM
PROSHARES ULTRA SEMICONDUCTORS	18200	955682	PSHS ULT SEMICDT
PROSHARES TR ULTRAPRO QQQ	17240	908893	ULTRAPRO QQQ
LUMENTUM HLDGS INCORPORATED	2400	884616	COM
ONEOK INCORPORATED NEW	12010	882735	COM
GLOBAL X SILVER MINERS ETF	10400	868608	GLOBAL X SILVER
ISHARES TR DOW JONES US ETF	5220	865528	DOW JONES US ETF
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF	14015	814552	NASDAQ EQT PREM
AMAZON COM INCORPORATED	3480	803254	COM
APPLIED OPTOELECTRONICS INCORPORATED	21900	763434	COM
KRATOS DEFENSE & SEC SOLUTIONS COM NEW	9760	740882	COM NEW
APPLOVIN CORPORATION COM CLASS A	1080	727726	COM CL A
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN	39479	709036	UNIT LTD PARTN
ROCKWELL AUTOMATION INCORPORATED	1715	667255	COM
ASTRAZENECA PLC SPONSORED ADR	6950	638914	SPONSORED ADR
DELTA AIR LINES INCORPORATED DEL COM NEW	9020	625988	COM NEW
CAMECO CORPORATION (CANADA)	6530	597430	COM
VIKING HOLDINGS LIMITED ORD SHS (BERMUDA)	8290	591989	ORD SHS
ENERGY TRANSFER L P COM UT LTD PTN	35561	586401	COM UT LTD PTN
NETFLIX INCORPORATED	5900	553184	COM
CHEVRON CORPORATION NEW	3620	551724	COM
DIREXION DAILY TSLA BULL 2X SHARES	26000	496860	DAILY TSLA 2X SH
INVESCO QQQ TR	800	491448	UNIT SER 1
EOG RES INCORPORATED	4628	485986	COM
HOWMET AEROSPACE INCORPORATED	2300	471546	COM
PALANTIR TECHNOLOGIES INCORPORATED CLASS A	2600	462150	CL A
MPLX LP COM UNIT REP LTD	8500	453645	COM UNIT REP LTD
BANK AMERICA CORPORATION	7950	437250	COM
ENTERGY CORPORATION NEW	4703	434698	COM
NORFOLK SOUTHN CORPORATION	1500	433080	COM
ELI LILLY & COMPANY	400	429872	COM
GENEDX HOLDINGS CORPORATION COM CLASS A	3300	429198	COM CL A
EXPEDIA GROUP INCORPORATED COM NEW	1500	424965	COM NEW
TAKE-TWO INTERACTIVE SOFTWARE	1600	409648	COM
SOLSTICE ADVANCED MATLS INCORPORATED COM SHS	8406	408363	COM SHS
PROSHARES ULTRA DOW30	6700	380962	PSHS ULTRA DOW30
VIRTUS INFRACAP U.S. PREFERRED STOCK ETF	17500	377125	VIRTUS INFRCAP
ADVANCED MICRO DEVICES INCORPORATED	1695	363001	COM
AEROVIRONMENT INCORPORATED	1500	362835	COM
KINDER MORGAN INCORPORATED DEL	12050	331255	COM
PALO ALTO NETWORKS INCORPORATED	1660	305772	COM
NOVO-NORDISK A S ADR (DENMARK)	6000	305280	ADR
WALMART INCORPORATED	2734	304595	COM
COSTCO WHOLESALE CORPORATION NEW	350	301819	COM
ALPHABET INCORPORATED CAP STK CLASS C	870	273006	CAP STK CL C
PALVELLA THERAPEUTICS INCORPORATED NEW	2600	272142	COM
DIREXION DAILY S&P 500 BULL 2X SHARES	1460	268786	DLY S&P500 2XS
WHEATON PRECIOUS METALS CORPORATION (CANADA)	2130	250318	COM
HERCULES CAPITAL INCORPORATED	12978	244246	COM
TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS	800	243112	SPONSORED ADS
PROSHARES ULTRA S&P500	4140	239789	PSHS ULT S&P 500
DUKE ENERGY CORPORATION NEW COM NEW	2018	236530	COM NEW
BLACKSTONE INCORPORATED	1490	229669	COM
NATERA INCORPORATED	1000	229090	COM
GRANITESHARES 2X LONG NVDA DAILY ETF	2500	220025	2X LONG NVDA DAI
HONEYWELL INTERNATIONAL INCORPORATED	1126	219671	COM
LOWES COMPANIES INCORPORATED	875	211015	COM
PDD HOLDINGS INCORPORATED SPONSORED ADS	1800	204102	SPONSORED ADS
RTX CORPORATION	1060	194404	COM
NEXTERA ENERGY INCORPORATED	2400	192672	COM
SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A	4000	183880	COM CL A
ALPHABET INCORPORATED CAP STK CLASS A	580	181540	CAP STK CL A
INSMED INCORPORATED COM PAR $.01	1020	177521	COM PAR $.01
MEDLINE INCORPORATED COM CLASS A	3700	155400	COM CL A
VANECK URANIUM AND NUCLEAR ETF	1230	152766	URANIUM AND NUCL
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW	300	150795	CL B NEW
VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF	1743	145976	INT-TERM CORP
WARNER BROS DISCOVERY INCORPORATED COM SER A	5000	144100	COM SER A
SPDR GOLD SHARES	358	141879	GOLD SHS
GUIDEWIRE SOFTWARE INCORPORATED	700	140707	COM
TESLA INCORPORATED	300	134916	COM
FLUOR CORPORATION NEW	3346	132602	COM
AXOGEN INCORPORATED	4000	130920	COM
VALERO ENERGY CORPORATION	790	128604	COM
REV GROUP INCORPORATED	2000	121620	COM
JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS)	9000	118800	COMMON STOCK
THE CIGNA GROUP	400	110092	COM
BLACKROCK MUNIYIELD QUALITY FD	10000	108700	COM
VOR BIOPHARMA INCORPORATED COM NEW	8300	108564	COM NEW
TJX COMPANIES INCORPORATED NEW	680	104455	COM
VANECK RARE EARTH AND STRATEGIC METALS	1400	103488	RARE EARTH AND S
TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF	1000	100219	GOVT MONEY MKT
LEIDOS HOLDINGS INCORPORATED	550	99220	COM
SUN LIFE FINANCIAL INCORPORATED. (CANADA)	1553	96907	COM
SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP	1800	94338	COM UT REP LP
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW	150	94070	S&P 500 ETF SHS
JACOBS SOLUTIONS INCORPORATED	702	92987	COM
COCA COLA COMPANY	1200	83892	COM
ENTERPRISE PRODUCTS PARTNERS L P	2500	80150	COM
BLACKROCK MUNIYILD QULT FD INCORPORATED	7000	79100	COM
STRATEGY INCORPORATED CLASS A NEW	515	78254	CL A NEW
NUVEEN AMT FREE MUN CR INCORPORATED FD	6000	75960	COM
INVESCO AI AND NEXT GEN SOFTWARE ETF	1240	73743	AI AND NEXT GEN
NUVEEN QUALITY MUNCP INCOME FD	6000	72120	COM
CISCO SYSTEMS INCORPORATED	931	71715	COM
NUVEEN AMT FREE QLTY MUN INCME	6000	69780	COM
FIDELITY TOTAL BOND ETF	1500	69060	TOTAL BD ETF
TRANSDIGM GROUP INCORPORATED	50	66493	COM
VERIZON COMMUNICATIONS INCORPORATED	1600	65168	COM
MERCK & COMPANY INCORPORATED	600	63156	COM
MARVELL TECHNOLOGY INCORPORATED	700	59486	COM
AMERICAN EXPRESS COMPANY	151	55862	COM
DYNE THERAPEUTICS INCORPORATED	2800	54768	COM
CHENIERE ENERGY PARTNERS LP COM UNIT	1000	53480	COM UNIT
EATON VANCE TX ADV GLBL DIV FD	2300	53130	COM
NEWMONT CORPORATION	530	52921	COM
TYRA BIOSCIENCES INCORPORATED	2000	52580	COM
SOUTHERN COMPANY	600	52320	COM
FS KKR CAP CORPORATION	3500	51835	COM
UNITED THERAPEUTICS CORPORATION DEL	100	48725	COM
ISHARES TR US HOME CONS ETF	500	48150	US HOME CONS ETF
SOUTHERN COPPER CORPORATION	325	46628	COM
VALE S A SPONSORED ADS (BRAZIL)	3500	45605	SPONSORED ADS
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF	316	45495	STATE STREET TEC
FIRST TRUST ISE CLOUD COMPUTING INDEX FUND	330	42926	CLOUD COMPUTING
GLOBAL X NASDAQ 100 COVERED CALL ETF	2300	40641	NASDAQ 100 COVER
ISHARES TR US AER DEF ETF	180	38644	US AER DEF ETF
MESABI TR CTF BEN INT	1000	38520	CTF BEN INT
INFINITY NAT RES INCORPORATED COM CLASS A	2600	38298	COM CL A
ISHARES TR CHINA LG-CAP ETF	1000	38290	CHINA LG-CAP ETF
KINETIK HOLDINGS INCORPORATED COM NEW CLASS A	1040	37492	COM NEW CL A
ISHARES INCORPORATED MSCI HONG KG ETF	1700	36125	MSCI HONG KG ETF
LPL FINL HLDGS INCORPORATED	100	35717	COM
PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR (BRAZIL)	3000	35550	SPONSORED ADR
QUALCOMM INCORPORATED	200	34210	COM
BLACKROCK ENHANCED EQUITY DIVI	3607	34194	COM
EAST WEST BANCORP INCORPORATED	300	33717	COM
HCA HEALTHCARE INCORPORATED	70	32680	COM
ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL)	1500	31845	SHS
CENTERPOINT ENERGY INCORPORATED	800	30672	COM
NNN REIT INCORPORATED REIT	700	27741	COM
SANDISK CORPORATION	115	27299	COM
FIRST TRUST DOW JONES INTERNET INDEX FUND	100	26918	DJ INTERNT IDX
ISHARES TR EXPANDED TECH	250	26423	EXPANDED TECH
EXTRA SPACE STORAGE INCORPORATED REIT	200	26044	COM
RLI CORPORATION	400	25592	COM
THE WISDOMTREE TRUST FLTG RATE TREASURY FUND	500	25160	FLOATNG RAT TREA
TREVI THERAPEUTICS INCORPORATED	2000	25040	COM
GLOBAL X FDS EMERGING MARKETS GREAT CONS	800	24595	EMERGING MKT GRT
ISHARES TR US HLTHCR PR ETF	500	23971	US HLTHCR PR ETF
JOHN HANCOCK MULTIFACTOR MID CAP ETF	366	23966	MULTIFACTOR MI
CVS HEALTH CORPORATION	300	23808	COM
REGENERON PHARMACEUTICALS	30	23156	COM
BRIDGEBIO PHARMA INCORPORATED	300	22947	COM
JPMORGAN EQUITY PREMIUM INCOME ETF	400	22896	EQUITY PREMIUM
SYSCO CORPORATION	300	22107	COM
TAYSHA GENE THERAPIES INCORPORATED COM SHS	4000	22000	COM SHS
ISHARES TR MSCI EMG MKT ETF	400	21884	MSCI EMG MKT ETF
NXP SEMICONDUCTORS N V (NETHERLANDS)	100	21706	COM
AMENTUM HOLDINGS INCORPORATED	744	21576	COM
ISHARES TR RUS 1000 VAL ETF	100	21034	RUS 1000 VAL ETF
GRANITESHARES 2X LONG TSLA DAILY ETF	650	20813	2X LONG TSLA DAI
NEXSTAR MEDIA GROUP INCORPORATED COMMON STOCK	100	20305	COMMON STOCK
APPLIED DIGITAL CORPORATION COM NEW	800	19616	COM NEW
ISHARES INCORPORATED MSCI EURZONE ETF	300	19230	MSCI EURZONE ETF
MOTOROLA SOLUTIONS INCORPORATED COM NEW	50	19166	COM NEW
MARSH & MCLENNAN COMPANIES INCORPORATED	102	18923	COM
OKLO INCORPORATED COM CLASS A	260	18658	COM CL A
MCDONALDS CORPORATION	60	18338	COM
EXPEDITORS INTERNATIONAL WASH INCORPORATED	116	17285	COM
WESTERN DIGITAL CORPORATION	100	17227	COM
FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE & DEFENSE ETF	400	17116	INDXX AEROSPACE
ANALOG DEVICES INCORPORATED	63	17086	COM
KEURIG DR PEPPER INCORPORATED	600	16806	COM
BRISTOL-MYERS SQUIBB COMPANY	300	16182	COM
BHP GROUP LIMITED SPONSORED ADS (AUSTRALIA)	268	16179	SPONSORED ADS
STATE STREET SPDR S&P HOMEBUILDERS ETF	150	15444	STATE STREET SPD
INTEL CORPORATION	400	14760	COM
CONOCOPHILLIPS	150	14042	COM
ABBOTT LABS	108	13531	COM
CARVANA COMPANY CLASS A	30	12661	CL A
STARWOOD PROPERTY TR INCORPORATED REIT	700	12607	COM
DIREXION DAILY MU BULL 2X SHARES	120	12089	DAILY MU BULL
INVESCO S&P 500 TOP 50 ETF	200	11856	S&P 500 TOP 50
TRAVELERS COMPANIES INCORPORATED	40	11602	COM
PROGRESSIVE CORPORATION	50	11386	COM
DIREXION DAILY MAGNIFICENT 7 BULL 2X SHARES	200	11264	DLY MAG 7 BULL 2
STATE STREET UTILITIES SELECT SECTOR SPDR ETF	260	11099	STATE STREET UTI
STAG INDL INCORPORATED REIT	300	11028	COM
AFLAC INCORPORATED	100	11027	COM
ADAMAS TRUST INCORPORATED. REIT	1500	10950	COM
GRANITESHARES 2X LONG AMD DAILY ETF	700	10885	GRANITE 2X LONG
BROOKFIELD INFRAST PARTNERS LP LP INT UNIT (BERMUDA)	300	10422	LP INT UNIT
CALL: APPLIED OPTOELECTRONICS JUN 33 EXP 06/18/26 100 AAOI	10	10200	CALL
ISHARES TR RUSSELL 2000 ETF	40	9846	RUSSELL 2000 ETF
ISHARES TR S&P MC 400GR ETF	100	9688	S&P MC 400GR ETF
PACER FDS TR DATA & DIGITAL REVOLUTION ETF	150	9609	DATA & DIGI REVO
STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR	78	9314	STATE STREET CON
INFLARX NV (NETHERLANDS)	9000	9090	COM
KAYNE ANDERSON ENERGY INFRSTR	719	8901	COM
ISHARES TR S&P SML 600 GWT	62	8752	S&P SML 600 GWT
BLACKROCK INCORPORATED	8	8563	COM
NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS)	100	8371	SHS CLASS A
IRON MTN INCORPORATED DEL REIT	100	8295	COM
ELLINGTON FINANCIAL INCORPORATED REIT	600	8148	COM
CARRIER GLOBAL CORPORATION	150	7926	COM
COREWEAVE INCORPORATED COM CLASS A	100	7161	COM CL A
HORIZON TECHNOLOGY FIN CORPORATION	1100	7095	COM
FLAHERTY & CRUMRINE TOTAL RETU	400	7000	COM
NORTHERN OIL & GAS INCORPORATED	300	6441	COM
VERU INCORPORATED COM NEW	3000	6420	COM NEW
VIPER ENERGY INCORPORATED CLASS A	164	6335	CL A
OCCIDENTAL PETE CORPORATION	150	6168	COM
FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCK	900	5670	COMMON STOCK
PROCTER AND GAMBLE COMPANY	39	5589	COM
TRUMP MEDIA & TECHNOLOGY GROUP	420	5561	COM
ZILLOW GROUP INCORPORATED CLASS A	80	5458	CL A
INVESCO DWA INDUSTRIALS MOMENTUM ETF	30	5237	DORSEY WRGT INDS
STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)	200	5188	NY REGISTRY
ALNYLAM PHARMACEUTICALS INCORPORATED	13	5169	COM
PFIZER INCORPORATED	200	4980	COM
DYNEX CAP INCORPORATED REIT	333	4665	COM
SERVICENOW INCORPORATED	30	4596	COM
PROSHARES TRUST II VIX MID TERM FUTURES ETF	300	4581	VIX MDTRM FUTR N
ISHARES TR S&P MC 400VL ETF	32	4211	S&P MC 400VL ETF
DIREXION DAILY MSFT BULL 2X SHARES	100	4145	DAILY MSFT 2X SH
KKR REAL ESTATE FIN TR INCORPORATED REIT	500	4110	COM
INTEGRA RES CORPORATION (CANADA)	1000	4010	COM
SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK	200	3999	COMMON STOCK
TWO HBRS INVT CORPORATION REIT	375	3938	COM
FORD MTR COMPANY	300	3936	COM
LUMEN TECHNOLOGIES INCORPORATED	500	3885	COM
CUBESMART REIT	100	3605	COM
EOS ENERGY ENTERPRISES INCORPORATED COM CLASS A	230	2636	COM CL A
AMCOR PLC ORD (JERSEY)	300	2502	ORD
ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT	50	2447	COM
RIGETTI COMPUTING INCORPORATED COMMON STOCK	100	2215	COMMON STOCK
MAGNA INTERNATIONAL INCORPORATED (CANADA)	40	2132	COM
SURO CAPITAL CORPORATION COM NEW	200	1888	COM NEW
PUT: SHAKE SHACK INC CLASS JUN 85 EXP 06/18/26 100 SHAK	1	1200	PUT
PUT: CHEESECAKE FACTORY APR 55 EXP 04/17/26 100 CAKE	2	1160	PUT
SOUNDHOUND AI INCORPORATED CLASS A COM	100	997	CLASS A COM
GRANITE PT MTG TR INCORPORATED COM STK REIT	284	682	COM STK
NEW FORTRESS ENERGY INCORPORATED COM CLASS A	500	570	COM CL A
PUT: KOHLS CORPORATION JAN 15 EXP 01/15/27 100 KSS	2	428	PUT
GE HEALTHCARE TECHNOLOGIES INCORPORATED COMMON STOCK	3	246	COMMON STOCK