13F-HR filed by Chung Wu Investment Group, LLC
Chung Wu Investment Group, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-07, with 77 holding rows worth $99,288,141.
- Accession
- 0001085146-25-000872
- Filer
- CIK 2054278
- Filed
- 2025-02-07
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 77 entries on the cover page, a total value of $99,288,141 stated on the cover page (in dollars after the unit check, H1), rows summing to $99,288,141 with VALUE read as dollars as filed, 13F file number 028-24801. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| ISHARES TR CORE S&P 500 ETF | 464287200 | SHS | 18,682 | $10,997,720 | dollars as filed | |
| STATE STR SPDR DOW JONES IND | 78467X109 | UT SER 1 | 17,815 | $7,580,283 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 17,762 | $7,486,683 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 54,243 | $7,284,292 | dollars as filed | |
| Apple Inc | 037833100 | COM | 26,513 | $6,639,385 | dollars as filed | |
| EATON VANCE ENHANCED EQUITY | 278277108 | COM | 166,830 | $3,995,579 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 15,467 | $3,707,595 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 6,161 | $3,607,327 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 6,473 | $3,274,432 | dollars as filed | |
| J P MORGAN EXCHANGE TRADED F | 46654Q203 | NASDAQ EQT PREM | 40,866 | $2,304,025 | dollars as filed | |
| SPY | 78462F103 | SHS | 3,470 | $2,033,698 | dollars as filed | |
| ANTERO MIDSTREAM CORP COM | 03676B102 | Stock | 127,500 | $1,923,975 | dollars as filed | |
| ONEOK INC NEW | 682680103 | COM | 16,770 | $1,683,708 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 15,277 | $1,643,347 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,773 | $1,467,659 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 4,531 | $1,431,977 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 1,565 | $1,394,916 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 7,845 | $1,394,057 | dollars as filed | |
| SIMON PPTY GROUP INC NEW COM | 828806109 | REIT | 7,750 | $1,334,628 | dollars as filed | |
| ETFIS SER TR I | 26923G822 | VIRTUS INFRCAP | 60,240 | $1,319,256 | dollars as filed | |
| JPMORGAN EQUITY PREMIUM INCOME ETF | 46641Q332 | ETF | 22,032 | $1,267,501 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,220 | $1,168,985 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 4,946 | $1,085,103 | dollars as filed | |
| PROSHARES TR | 74347X831 | ULTRAPRO QQQ | 12,420 | $982,795 | dollars as filed | |
| ISHARES TR | 464287846 | DOW JONES US ETF | 6,370 | $911,483 | dollars as filed | |
| STRATEGY INC CL A NEW | 594972408 | Stock | 2,935 | $850,035 | dollars as filed | |
| APPLOVIN CORP COM CL A | 03831W108 | Stock | 2,580 | $835,481 | dollars as filed | |
| PLAINS ALL AMERN PIPELINE L | 726503105 | UNIT LTD PARTN | 47,389 | $809,398 | dollars as filed | |
| General Electric Company | 369604301 | COM | 4,765 | $794,754 | dollars as filed | |
| PROSHARES TR PSHS ULTRA DOW30 | 74347r305 | INDX FD | 8,300 | $790,990 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W622 | S&P 500 PREMIUM | 15,840 | $783,288 | dollars as filed | |
| ENERGY TRANSFER L P | 29273V100 | COM UT LTD PTN | 37,072 | $726,240 | dollars as filed | |
| FISERV INC | 337738108 | COM | 3,250 | $667,615 | dollars as filed | |
| VISTRA CORP COM | 92840M102 | Stock | 4,450 | $613,522 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 4,858 | $595,494 | dollars as filed | |
| BLACKSTONE INC | 09260D107 | COM | 3,320 | $572,434 | dollars as filed | |
| GOLDMAN SACHS ETF TR | 38149W630 | NASDA 100 ETF | 11,650 | $571,200 | dollars as filed | |
| GE Vernova Inc. | 36828A101 | COM | 1,696 | $557,865 | dollars as filed | |
| Goldman Sachs Group,Inc. | 38141G104 | COM | 950 | $543,989 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 3,660 | $498,272 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 7,350 | $481,572 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 8,800 | $421,168 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 4,490 | $405,672 | dollars as filed | |
| DIREXION SHS ETF TR | 25460G286 | DAILY TSLA 2X SH | 14,500 | $399,185 | dollars as filed | |
| DUOLINGO INC CL A COM | 26603R106 | Stock | 1,200 | $389,076 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 14,050 | $384,970 | dollars as filed | |
| CAVAGROUPINC | 148929102 | STOK | 3,300 | $372,240 | dollars as filed | |
| CHART INDS INC | 16115Q308 | COM | 1,860 | $354,962 | dollars as filed | |
| ROBINHOOD MKTS INC | 770700102 | COM | 9,500 | $353,970 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 8,050 | $353,798 | dollars as filed | |
| Energy Select Sector SPDR Fund | 81369Y506 | SHS | 4,000 | $342,640 | dollars as filed | |
| EAST WEST BANCORP INC COM | 27579R104 | Stock | 3,500 | $335,160 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 4,400 | $332,772 | dollars as filed | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 3,180 | $330,020 | dollars as filed | |
| REDDIT INC CL A | 75734B100 | Stock | 2,000 | $326,880 | dollars as filed | |
| FLUTTER ENTMT PLC SHS | G3643J108 | Stock | 1,250 | $323,063 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 630 | $322,075 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 350 | $320,695 | dollars as filed | |
| HERCULES CAPITAL INC | 427096508 | COM | 15,178 | $304,926 | dollars as filed | |
| VIKING HOLDINGS LTD | G93A5A101 | ORD SHS | 6,900 | $304,014 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 2,560 | $295,014 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25459Y165 | DAILY 500 2X ETF | 1,790 | $264,956 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,100 | $264,012 | dollars as filed | |
| APPLIED OPTOELECTRONICS INC | 03823U102 | COM | 7,100 | $261,706 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 2,105 | $254,263 | dollars as filed | |
| DIREXION SHARES ETF TRUST | 25461A841 | DLY GOOGL BUL 2X | 5,300 | $242,369 | dollars as filed | |
| EXPEDIA GROUP INC COM NEW | 30212P303 | Stock | 1,300 | $242,229 | dollars as filed | |
| PROSHARES TR | 74347R206 | PSHS ULTRA QQQ | 2,200 | $238,128 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 530 | $225,165 | dollars as filed | |
| TOASTINCCLASSCLASSA | 888787108 | STOK | 6,100 | $222,345 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 1,600 | $220,112 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 206 | $218,385 | dollars as filed | |
| Duke Energy Corporation | 26441C204 | COM | 2,018 | $217,419 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 875 | $215,950 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 1,800 | $211,554 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 3,380 | $204,490 | dollars as filed | |
| TIDAL TR II | 88636J642 | YIELDMAX MAGNIFI | 10,400 | $200,200 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001085146-25-000872 | this filing | 2025-02-07 | acceptance time not in the bulk data set |