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Chung Wu

Chung Wu Investment Group, Llc

Assets Managed
$116.095M
Holdings
259
Last Quarter
2026 - Q1
Filed Date
1mo 3d ago
Growth Rate
-5.05%(2Q avg: -1.61%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Chung Wu Investment Group, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 259 positions.

Assets under management

The assets under management (AUM) of Chung Wu Investment Group, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 116.095M in assets, with a quarterly growth rate of -5.05% and a 2-quarter average growth rate of -1.61%. The portfolio is managed by Chung Wu, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -1.42%
8.97%
$10.408M
15,933 shares@ $653.22 avg price
SPYI
Neos S&p 500 High Income Etf
Recent Activity
Increased 19.62%
6.08%
$7.054M
142,890 shares@ $49.37 avg price
DIA
Spdr Djia Trust
Recent Activity
Decreased -1.69%
6.03%
$6.996M
15,105 shares@ $463.2 avg price
QQQI
Neos Nasdaq-100 High Inc Etf
Recent Activity
Increased 8.1%
5.3%
$6.147M
123,716 shares@ $49.69 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -3.45%
5.16%
$5.987M
16,174 shares@ $370.18 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.87%
4.43%
$5.143M
20,264 shares@ $253.8 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -5.39%
3.92%
$4.541M
15,437 shares@ $294.17 avg price
MU
Micron Technology Inc
Recent Activity
Increased 10.79%
2.95%
$3.419M
10,120 shares@ $337.85 avg price
EOS
Eaton Vance Enh Eqt Inc Ii
Recent Activity
Decreased -0.81%
2.78%
$3.219M
157,310 shares@ $20.47 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -0.29%
2.52%
$2.921M
16,746 shares@ $174.4 avg price

1-10 of 259