Chung Wu Investment Group, LLC
281 holdingsFiling period: 2026-06-30Current AUM: $148.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | IVV | iShares TR Core S&P500 ETF | 15.9K | $11.9M | $12.2M | 8.21% | -65 | 2026-06-30 |
| 2 | MU | Micron Technology Incorporated | 10.2K | $11.8M | $9.2M | 6.19% | +60 | 2026-06-30 |
| 3 | SPYI | Neos S&P 500 High Income ETF | 157.1K | $8.3M | $8.3M | 5.61% | +14.2K | 2026-06-30 |
| 4 | QQQI | Neos NASDAQ 100 High Income ETF | 146.3K | $8.3M | $7.8M | 5.24% | +22.6K | 2026-06-30 |
| 5 | DIA | State Street Spdr Dow Jones Industrial Average ETF | 15.4K | $8.1M | $8.1M | 5.44% | +330 | 2026-06-30 |
| 6 | MSFT | Microsoft Corporation | 16.1K | $6.0M | $8.5M | 5.76% | -120 | 2026-06-30 |
| 7 | AAPL | Apple Incorporated | 19.3K | $5.6M | $6.6M | 4.46% | -1,000 | 2026-06-30 |
| 8 | JPM | JPMorgan Chase & Company | 15.4K | $5.1M | $5.2M | 3.47% | -- | 2026-06-30 |
| 9 | NVDA | NVIDIA Corporation | 17.2K | $3.4M | $3.7M | 2.50% | +425 | 2026-06-30 |
| 10 | EOS | Eaton Vance Enhanced Equity in | 147.8K | $3.3M | $3.0M | 2.04% | -9,500 | 2026-06-30 |
| 11 | SPY | State Street Spdr S&P 500 ETF Trust | 3.9K | $2.9M | $3.0M | 2.00% | -- | 2026-06-30 |
| 12 | GEV | GE Vernova Incorporated | 2.5K | $2.9M | $2.1M | 1.41% | +78 | 2026-06-30 |
| 13 | MTZ | Mastec Incorporated | 6.8K | $2.8M | $1.2M | 0.79% | +30 | 2026-06-30 |
| 14 | AM | Antero Midstream Corporation | 122.9K | $2.8M | $2.6M | 1.72% | -2,100 | 2026-06-30 |
| 15 | SPCX | Space Exploration Techn Corporation Class A.com Stk | 15.5K | $2.6M | $2.3M | 1.53% | -- | 2026-06-30 |
| 16 | SPCX | Space Exploration Techn Corporation Class A.com Stk | 15.5K | $2.6M | $2.3M | 1.53% | -- | 2026-06-30 |
| 17 | UNH | Unitedhealth Group Incorporated | 5.3K | $2.2M | $2.2M | 1.48% | +1.8K | 2026-06-30 |
| 18 | XOM | Exxon Mobil Corporation | 15.2K | $2.1M | $2.8M | 1.88% | -200 | 2026-06-30 |
| 19 | XOM | Exxon Mobil Corporation | 15.2K | $2.1M | $2.8M | 1.88% | -200 | 2026-06-30 |
| 20 | SNDK | Sandisk Corporation | 851 | $1.9M | $1.1M | 0.72% | +616 | 2026-06-30 |
| 21 | MS | Morgan Stanley.com New | 9.1K | $1.9M | $1.7M | 1.12% | +130 | 2026-06-30 |
| 22 | AAOI | Applied Optoelectronics Incorporated | 12.8K | $1.9M | $924K | 0.62% | -5,860 | 2026-06-30 |
| 23 | GS | Goldman Sachs Group Incorporated | 1.8K | $1.8M | $1.6M | 1.07% | -90 | 2026-06-30 |
| 24 | ABBV | Abbvie Incorporated | 6.7K | $1.7M | $1.9M | 1.29% | -250 | 2026-06-30 |
| 25 | LITE | Lumentum Hldgs Incorporated | 1.8K | $1.6M | $1.5M | 1.00% | -200 | 2026-06-30 |
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