CW
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Chung Wu Investment Group, LLC13F | |
| Chung Wu Investment Group, LLC | |
| Last update 2025-07-22 | 248 Stocks (182 new) |
| Value $96.00 Mil | Turnover 18 % |
Chung Wu Investment Group, LLC... Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 15,940 | 9,897.1 | -12.66% | 10.320 | -1.55% | 0.000 | +16.64% | +9.16% | 643,488.9 | ||
MSFT | Microsoft Corp | 16,562 | 8,238.1 | -4.28% | 8.590 | -0.33% | 0.000 | +32.53% | +22.02% | 3,807,989.5 | Software | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 15,048 | 6,630.9 | -16.17% | 6.910 | -1.46% | 0.020 | +12.26% | +6.25% | 38,129.8 | ||
JPM | JPMorgan Chase & Co | 15,317 | 4,440.6 | 0% | 4.630 | 0% | 0.000 | +22.98% | +26.93% | 823,293.7 | Banks | |
EOS |
Eaton Vance Enhanced Equity Income Fund II
Eaton Vance Enhanced Equity Income Fund II
| 165,230 | 4,000.2 | -0.96% | 4.170 | -0.04% | 0.310 | +19.27% | +5.62% | 1,278.8 | Asset Management | |
AAPL | Apple Inc | 18,318 | 3,758.3 | -22.72% | 3.920 | -1.43% | 0.000 | +3.27% | -13.97% | 3,209,858.4 | Hardware | |
AM | Antero Midstream Corp | 145,960 | 2,765.9 | +13.27% | 2.880 | +0.34% | 0.030 | +2.28% | +18.35% | 8,213.8 | Oil & Gas | |
NVDA | NVIDIA Corp | 14,866 | 2,348.7 | +4.10% | 2.450 | +0.10% | 0.000 | +62.43% | +28.75% | 4,215,755.0 | Semiconductors | |
SPY | SPDR S&P 500 ETF Trust | 3,780 | 2,335.5 | -4.79% | 2.430 | -0.13% | 0.000 | +16.62% | +9.11% | 655,857.5 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 38,986 | 2,120.8 | -5.25% | 2.210 | -0.13% | 0.010 | +12.30% | +3.61% | 25,495.4 |
Chung Wu Investment Group, LLC's Historical Top Holdings Breakdowns
Chung Wu Investment Group, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
UNH | UnitedHealth Group Inc | 2025-06-30 | Reduce Reduce | -2.87% | 274.35 ($384.44) 599.47 | $282.34 | -26.56% | Reduce -71.35% | 1,840 | -4,583 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -1.55% | 498.8 ($573.99) 620.9 | $638.12 | 11.17% | Reduce -12.66% | 15,940 | -2,310 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-06-30 | Reduce Reduce | -1.46% | 376.48 ($415.03) 440.65 | $448.36 | 8.03% | Reduce -16.17% | 15,048 | -2,902 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -1.43% | 172.42 ($202.27) 223.89 | $214.91 | 6.25% | Reduce -22.72% | 18,318 | -5,385 | |
VST | Vistra Corp | 2025-06-30 | New Buy New Buy | +1.10% | 98.07 ($147.49) 195.04 | $198.00 | 34.25% | New holding | 5,425 | 5,425 | |
JEPI | JPMorgan Equity Premium Income ETF | 2025-06-30 | Add Add | +0.85% | 51.14 ($55.42) 57.14 | $57.21 | 3.23% | Add 66.83% | 35,922 | 14,390 | |
CRWV | CoreWeave Inc | 2025-06-30 | New Buy New Buy | +0.79% | 35.42 ($91.32) 183.58 | $122.86 | 34.54% | New holding | 4,630 | 4,630 | |
AVAV | AeroVironment Inc | 2025-06-30 | New Buy New Buy | +0.71% | 111.65 ($168.48) 284.95 | $271.99 | 61.44% | New holding | 2,400 | 2,400 | |
PFFA |
Virtus InfraCap U.S. Preferred Stock ETF
Virtus InfraCap U.S. Preferred Stock ETF
| 2025-06-30 | Reduce Reduce | -0.60% | 19.49 ($20.56) 21.31 | $21.29 | 3.55% | Reduce -34.69% | 44,240 | -23,500 | |
ABBV | AbbVie Inc | 2025-06-30 | Reduce Reduce | -0.59% | 170.16 ($186.22) 209.52 | $191.02 | 2.58% | Reduce -25.58% | 6,865 | -2,360 |
Chung Wu Investment Group, LLC Total Holding History ($B)
Chung Wu Investment Group, LLC's Asset Allocation
Chung Wu Investment Group, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Chung Wu Investment Group, LLC's Hypothetical Growth since 2025-06-30
Chung Wu Investment Group, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Chung Wu Investment Group, LLC's Holdings Heat Map
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Chung Wu Investment Group, LLC's Holdings Bubble Chart
Chung Wu Investment Group, LLC News
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