CW
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Chung Wu Investment Group, LLC13F | |
| Chung Wu Investment Group, LLC | |
| Last update 2025-04-24 | 68 Stocks (19 new) |
| Value $84.00 Mil | Turnover 10 % |
Chung Wu Investment Group, LLC... Top Holdings of 2025-03-31
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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 | 18,250 | 10,254.7 | -2.31% | 12.260 | -0.26% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 17,950 | 7,536.9 | +0.76% | 9.010 | +0.07% | 0.020 | +13.72% | +5.04% | 38,338.8 | ||
MSFT | Microsoft Corp | 17,302 | 6,495.0 | -2.59% | 7.760 | -0.20% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
AAPL | Apple Inc | 23,703 | 5,265.1 | -10.60% | 6.290 | -0.71% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
JPM | JPMorgan Chase & Co | 15,317 | 3,757.3 | -0.97% | 4.490 | -0.04% | 0.000 | +26.17% | +23.48% | 800,897.6 | Banks | |
EOS |
Eaton Vance Enhanced Equity Income Fund II
Eaton Vance Enhanced Equity Income Fund II
| 166,830 | 3,520.1 | 0% | 4.210 | 0% | 0.320 | +22.30% | +3.63% | 1,254.7 | Asset Management | |
UNH | UnitedHealth Group Inc | 6,423 | 3,364.1 | -0.77% | 4.020 | -0.03% | 0.000 | -37.32% | -43.49% | 256,403.2 | Healthcare Plans | |
AM | Antero Midstream Corp | 128,860 | 2,319.5 | +1.07% | 2.770 | +0.03% | 0.030 | +6.08% | +22.52% | 8,616.4 | Oil & Gas | |
SPY | SPDR S&P 500 ETF Trust | 3,970 | 2,220.8 | +14.41% | 2.650 | +0.33% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
JEPQ |
JPMorgan Nasdaq Equity Premium Income ETF
JPMorgan Nasdaq Equity Premium Income ETF
| 41,146 | 2,130.5 | +0.69% | 2.550 | +0.02% | 0.010 | +15.94% | +2.97% | 25,337.9 |
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -5.41% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -73.67% | 14,280 | -39,963 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -2.53% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Reduce -69.81% | 1,860 | -4,301 | |
TQQQ | PROSHARES TRUST | 2025-03-31 | Sold Out Sold Out | -0.99% | 57.3 ($75.89) 90.4 | $86.74 | 14.30% | Sold Out | 0 | -12,420 | |
GDXJ | VanEck Junior Gold Miners ETF | 2025-03-31 | New Buy New Buy | +0.85% | 43.79 ($50.42) 57.46 | $66.19 | 31.28% | New holding | 12,500 | 12,500 | |
APP | AppLovin Corp | 2025-03-31 | Sold Out Sold Out | -0.84% | 238.08 ($344.61) 510.13 | $364.46 | 5.76% | Sold Out | 0 | -2,580 | |
NFLX | Netflix Inc | 2025-03-31 | Reduce Reduce | -0.82% | 828.4 ($951.01) 1058.6 | $1,209.24 | 27.15% | Reduce -58.79% | 645 | -920 | |
DDM | ProShares Ultra Dow30 2x Shares | 2025-03-31 | Sold Out Sold Out | -0.80% | 86.94 ($97.82) 105.52 | $98.88 | 1.08% | Sold Out | 0 | -8,300 | |
GPIX |
Goldman Sachs S&P 500 Core Premium Income ETF
Goldman Sachs S&P 500 Core Premium Income ETF
| 2025-03-31 | Add Add | +0.74% | 45.8 ($48.96) 50.81 | $50.17 | 2.47% | Add 83.4% | 29,050 | 13,210 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.71% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -10.6% | 23,703 | -2,810 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | New Buy New Buy | +0.64% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | New holding | 1,000 | 1,000 |
Chung Wu Investment Group, LLC Total Holding History ($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 2025-03-31
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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