Chung Wu Investment Group, LLC
260 holdingsFiling period: 2026-03-31Current AUM: $135.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR CORE S&P500 ETF | 15.9K | $10.4M | $12.0M | 8.81% | -230 | 2026-03-31 |
| 2 | SPYI | NEOS S&P 500 HIGH INCOME ETF | 142.9K | $7.1M | $7.6M | 5.57% | +23.4K | 2026-03-31 |
| 3 | DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 15.1K | $7.0M | $7.9M | 5.84% | -260 | 2026-03-31 |
| 4 | QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 123.7K | $6.1M | $6.6M | 4.84% | +9.3K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORPORATION | 16.2K | $6.0M | $7.5M | 5.54% | -578 | 2026-03-31 |
| 6 | AAPL | APPLE INCORPORATED | 20.3K | $5.1M | $6.3M | 4.61% | -600 | 2026-03-31 |
| 7 | JPM | JPMORGAN CHASE & COMPANY | 15.4K | $4.5M | $5.4M | 4.00% | -880 | 2026-03-31 |
| 8 | MU | MICRON TECHNOLOGY INCORPORATED | 10.1K | $3.4M | $8.3M | 6.14% | +985 | 2026-03-31 |
| 9 | EOS | EATON VANCE ENHANCED EQUITY IN | 157.3K | $3.2M | $3.3M | 2.47% | -1,300 | 2026-03-31 |
| 10 | NVDA | NVIDIA CORPORATION | 16.7K | $2.9M | $3.4M | 2.48% | -50 | 2026-03-31 |
| 11 | AM | ANTERO MIDSTREAM CORPORATION | 125.0K | $2.9M | $2.7M | 2.02% | -1,900 | 2026-03-31 |
| 12 | XOM | EXXON MOBIL CORPORATION | 15.4K | $2.6M | $2.4M | 1.76% | +440 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORPORATION | 15.4K | $2.6M | $2.4M | 1.76% | +440 | 2026-03-31 |
| 14 | SPY | STATE STREET SPDR S&P 500 ETF TRUST | 3.9K | $2.5M | $2.9M | 2.14% | -- | 2026-03-31 |
| 15 | MTZ | MASTEC INCORPORATED | 6.7K | $2.2M | $1.8M | 1.31% | -250 | 2026-03-31 |
| 16 | GEV | GE VERNOVA INCORPORATED | 2.4K | $2.1M | $2.3M | 1.73% | -144 | 2026-03-31 |
| 17 | GS | GOLDMAN SACHS GROUP INCORPORATED | 1.9K | $1.6M | $1.9M | 1.41% | -260 | 2026-03-31 |
| 18 | AAOI | APPLIED OPTOELECTRONICS INCORPORATED | 18.7K | $1.6M | $1.8M | 1.30% | -3,210 | 2026-03-31 |
| 19 | ABBV | ABBVIE INCORPORATED | 6.9K | $1.5M | $1.7M | 1.28% | -1,400 | 2026-03-31 |
| 20 | MS | MORGAN STANLEY COM NEW | 9.0K | $1.5M | $1.9M | 1.39% | -730 | 2026-03-31 |
| 21 | LITE | LUMENTUM HLDGS INCORPORATED | 2.0K | $1.4M | $1.4M | 1.06% | -380 | 2026-03-31 |
| 22 | SPG | SIMON PROPERTY GROUP INCORPORATED NEW REIT | 7.5K | $1.4M | $1.7M | 1.26% | -100 | 2026-03-31 |
| 23 | V | VISA INCORPORATED COM CLASS A | 4.3K | $1.3M | $1.6M | 1.17% | -150 | 2026-03-31 |
| 24 | CVX | CHEVRON CORPORATION | 5.6K | $1.2M | $1.1M | 0.81% | +2.0K | 2026-03-31 |
| 25 | IYY | ISHARES TR DOW JONES US ETF | 7.2K | $1.1M | $1.3M | 0.97% | +2.0K | 2026-03-31 |
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