Skip to content
Disclosery

13F-HR filed by Chung Wu Investment Group, LLC

Chung Wu Investment Group, LLC filed this 13F-HR for the quarter ended 2025-03-31, filed 2025-04-23, with 68 holding rows worth $83,661,647.

Accession
0001085146-25-002297
Filer
CIK 2054278
Filed
2025-04-23
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2025

A holdings report, 68 entries on the cover page, a total value of $83,661,647 stated on the cover page (in dollars after the unit check, H1), rows summing to $83,661,647 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 filedCUSIPClassAmountValueValue read asType
ISHARES TR CORE S&P 500 ETF464287200SHS18,250$10,254,675dollars as filed
STATE STR SPDR DOW JONES IND78467X109UT SER 117,950$7,536,846dollars as filed
Microsoft Corp594918104COM17,302$6,494,998dollars as filed
Apple Inc037833100COM23,703$5,265,147dollars as filed
JPMorgan Chase & Co46625H100COM15,317$3,757,260dollars as filed
EATON VANCE ENHANCED EQUITY278277108COM166,830$3,520,113dollars as filed
UnitedHealth Group Inc91324P102COM6,423$3,364,046dollars as filed
ANTERO MIDSTREAM CORP COM03676B102Stock128,860$2,319,480dollars as filed
SPY78462F103SHS3,970$2,220,778dollars as filed
J P MORGAN EXCHANGE TRADED F46654Q203NASDAQ EQT PREM41,146$2,130,540dollars as filed
AbbVie,Inc.00287Y109COM9,225$1,932,822dollars as filed
ONEOK INC NEW682680103COM18,630$1,848,469dollars as filed
EXXON MOBIL CORP30231G102COM15,277$1,816,894dollars as filed
Visa Inc92826C839COM4,481$1,570,411dollars as filed
NVIDIA Corp67066G104COM14,280$1,547,666dollars as filed
ETFIS SER TR I26923G822VIRTUS INFRCAP67,740$1,436,765dollars as filed
GOLDMAN SACHS ETF TR38149W622S&P 500 PREMIUM29,050$1,354,021dollars as filed
SIMON PPTY GROUP INC NEW COM828806109REIT7,750$1,287,120dollars as filed
Home Depot, Inc437076102COM3,448$1,263,658dollars as filed
JPMORGAN EQUITY PREMIUM INCOME ETF46641Q332ETF21,532$1,230,338dollars as filed
MasterCard, Inc57636Q104COM2,220$1,216,826dollars as filed
META PLATFORMS INC CL A30303M102COM1,860$1,072,030dollars as filed
ISHARES TR464287846DOW JONES US ETF6,370$866,957dollars as filed
General Electric Company369604301COM4,265$853,640dollars as filed
Amazon.com, Inc023135106COM4,296$817,357dollars as filed
FISERV INC337738108COM3,560$786,155dollars as filed
PLAINS ALL AMERN PIPELINE L726503105UNIT LTD PARTN39,279$785,572dollars as filed
VANECK ETF TRUST92189F791JUNIOR GOLD MINE12,500$715,000dollars as filed
GE Vernova Inc.36828A101COM2,271$693,291dollars as filed
ENERGY TRANSFER L P29273V100COM UT LTD PTN37,072$689,168dollars as filed
EOG RES INC COM26875P101Stock4,778$612,731dollars as filed
Netflix, Inc64110L106COM645$601,482dollars as filed
ASTRAZENECA PLC SPONSORED ADR046353108ADR7,350$540,225dollars as filed
Berkshire Hathaway Inc084670702COM1,000$532,580dollars as filed
Goldman Sachs Group,Inc.38141G104COM970$529,901dollars as filed
Cigna Corporation125523100COM1,508$496,132dollars as filed
Chevron Corporation166764100COM2,900$485,141dollars as filed
MPLX LP55336V100COM UNIT REP LTD8,800$470,976dollars as filed
BLACKSTONE INC09260D107COM3,290$459,876dollars as filed
STRATEGY INC CL A NEW594972408Stock1,535$442,494dollars as filed
MASTEC INC COM576323109Stock3,530$411,986dollars as filed
KINDER MORGAN INC DEL COM49456B101Stock14,050$400,847dollars as filed
GALLAGHER ARTHUR J & CO COM363576109Stock1,032$356,288dollars as filed
GOLDMAN SACHS ETF TR38149W630NASDA 100 ETF7,900$352,340dollars as filed
TAKE-TWO INTERACTIVE SOFTWARE COM874054109Stock1,680$348,180dollars as filed
Bank of America Corp060505104COM7,950$331,754dollars as filed
Costco Wholesale Corporation22160K105COM350$331,023dollars as filed
Tesla Motors, Inc88160R101COM1,210$313,584dollars as filed
Palantir Technologies Inc. Class A69608A108COM3,480$293,712dollars as filed
DOORDASH INC CL A25809K105Stock1,600$292,432dollars as filed
HERCULES CAPITAL INC427096508COM15,178$291,569dollars as filed
TARGA RES CORP COM87612G101Stock1,400$280,658dollars as filed
VIKING HOLDINGS LTDG93A5A101ORD SHS7,000$278,250dollars as filed
GENEDX HOLDINGS CORP81663L200COM CL A3,050$270,123dollars as filed
T-Mobile US,Inc.872590104COM1,000$266,710dollars as filed
ALIBABA GROUP HLDG LTD01609W102SPONSORED ADS2,000$264,460dollars as filed
Verizon Communications Inc92343V104COM5,680$257,645dollars as filed
Philip Morris International Inc.718172109COM1,600$253,968dollars as filed
EXPEDIA GROUP INC COM NEW30212P303Stock1,500$252,150dollars as filed
Duke Energy Corporation26441C204COM2,018$246,135dollars as filed
Walmart Inc.931142103COM2,734$240,018dollars as filed
ISHARES TR464288828US HLTHCR PR ETF4,500$237,600dollars as filed
ON HLDG AG NAMEN AKT AH5919C104Stock5,300$232,776dollars as filed
Uber Technologies90353T100COM3,000$218,580dollars as filed
HOWMET AEROSPACE INC COM443201108Stock1,600$207,568dollars as filed
CINTAS CORP COM172908105Stock1,000$205,530dollars as filed
Lowes Companies,Inc.548661107COM875$204,076dollars as filed
CHART INDS INC16115Q308COM1,400$202,104dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001085146-25-002297this filing2025-04-23acceptance time not in the bulk data set