Chung Wu Investment Group, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
CW Chung Wu Investment Group, LLC | Institutional Filer | ▼ 5.06% | $116.1M | 259 |
Current Portfolio Holdings
Showing all 259 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | — | 16K | $10.4M | 8.96% |
| 2 | SPYI | NEOS S&P 500 HIGH INCOME ETF | — | 143K | $7.1M | 6.08% |
| 3 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 15K | $7.0M | 6.03% |
| 4 | QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | — | 124K | $6.1M | 5.30% |
| 5 | MSFT | Microsoft Corporation | Technology | 16K | $6.0M | 5.16% |
| 6 | AAPL | Apple Inc. | Technology | 20K | $5.1M | 4.43% |
| 7 | JPM | JPMorgan Chase & Co. | Financial Services | 15K | $4.5M | 3.91% |
| 8 | MU | Micron Technology, Inc. | Technology | 10K | $3.4M | 2.94% |
| 9 | EOS | EATON VANCE ENHANCED EQUITY IN | — | 157K | $3.2M | 2.77% |
| 10 | NVDA | NVIDIA Corporation | Technology | 17K | $2.9M | 2.52% |
| 11 | AM | Antero Midstream Corporation | Energy | 125K | $2.9M | 2.45% |
| 12 | XOM | Exxon Mobil Corporation | Energy | 15K | $2.6M | 2.25% |
| 13 | SPY | SPDR S&P 500 ETF Trust | — | 4K | $2.5M | 2.17% |
| 14 | MTZ | MasTec, Inc. | Industrials | 7K | $2.2M | 1.87% |
| 15 | GEV | GE Vernova Inc. | Utilities | 2K | $2.1M | 1.78% |
Showing 1 to 15 of 259 holdings