Filer Name: CHUNG WU INVESTMENT GROUP, LLC
CIK: 2054278
Period: 2024-12-31
Filed At: 2025-02-07
Number of Holdings: 77
Portfolio Value: $0.10B

Chung Wu Investment Group, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 18,682 $11M 11.08% - -
DIA US SPDR DJIA TRUST 17,815 $8M 7.63% - -
MSFT US MICROSOFT CORP 17,762 $7M 7.54% - -
NVDA US NVIDIA CORP 54,243 $7M 7.34% - -
AAPL US APPLE INC 26,513 $7M 6.69% - -
EOS US EATON VANCE ENH EQT INC II 166,830 $4M 4.02% - -
JPM US JPMORGAN CHASE & CO 15,467 $4M 3.73% - -
META US META PLATFORMS INC-CLASS A 6,161 $4M 3.63% - -
UNH US UNITEDHEALTH GROUP INC 6,473 $3M 3.30% - -
JEPQ US JPM NASDAQ EQUITY PREMIUM 40,866 $2M 2.32% - -
SPY US SPDR S&P 500 ETF TRUST 3,470 $2M 2.05% - -
AM US ANTERO MIDSTREAM CORP 127,500 $2M 1.94% - -
OKE US ONEOK INC 16,770 $2M 1.70% - -
XOM US EXXON MOBIL CORP 15,277 $2M 1.66% - -
HD US HOME DEPOT INC 3,773 $1M 1.48% - -
V US VISA INC-CLASS A SHARES 4,531 $1M 1.44% - -
ABBV US ABBVIE INC 7,845 $1M 1.40% - -
NFLX US NETFLIX INC 1,565 $1M 1.40% - -
SPG US SIMON PROPERTY GROUP INC 7,750 $1M 1.34% - -
PFFA US VIRTUS INFRACAP US PREF STCK 60,240 $1M 1.33% - -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us