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CIK: 0002054278
Total reported value
$152.1M
$152.1M
77 檔
26.3%
The Q4 2024 SEC filing reveals that Chung Wu Investment Group, LLC held a total portfolio value of $152.1M, covering 77 public equity positions.
During Q4 2024, Chung Wu Investment Group, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.08% | -1.15% | — | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 7.63% | -0.73% | — | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.54% | -1.22% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 7.34% | -0.26% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 6.69% | -0.76% | — | |
| 6 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 4.02% | -0.63% | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.73% | -0.59% | — | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.63% | -0.03% | — | |
| 9 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 3.30% | +0.64% | — | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.32% | -0.09% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.05% | -0.26% | — | |
| 12 | AM | Antero Midstream CORP | Stock-Energy | 1.94% | -0.61% | — | |
| 13 | OKE | Oneok Inc | Stock-Energy | 1.70% | -0.12% | — | |
| 14 | XOM | Exxon Mobil CORP | Stock-Energy | 1.66% | -0.89% | — | |
| 15 | HD | Home Depot Inc | Stock-Consumer Disc | 1.48% | -0.20% | — | |
| 16 | V | Visa Inc-class A Shares | Stock-Financials | 1.44% | -0.15% | — | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.40% | -0.20% | EXIT | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.40% | -0.19% | — | |
| 19 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.34% | -0.29% | — | |
| 20 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 1.33% | -0.09% | — | |
| 21 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.28% | -0.09% | — | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 1.18% | -0.20% | — | |
| 23 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.09% | -0.01% | — | |
| 24 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.99% | -0.06% | — | |
| 25 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.92% | -0.36% | — | |
| 26 | MSTR | Strategy Inc | Stock-Tech | 0.86% | — | — | |
| 27 | APP | Applovin Corp-class A | Stock-Tech | 0.84% | +0.14% | NEW | |
| 28 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.82% | -0.24% | — | |
| 29 | GE | General Electric | Stock-Industrials | 0.80% | +0.04% | — | |
| 30 | DDM | Proshares Ultra Dow30 | ETF-Other | 0.80% | — | — | |
| 31 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 0.79% | — | — | |
| 32 | ET | Energy Transfer LP | Stock-Energy | 0.73% | -0.15% | — | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.67% | — | — | |
| 34 | VST | Vistra CORP | Stock-Utilities | 0.62% | -0.71% | EXIT | |
| 35 | EOG | Eog Resources Inc | Stock-Energy | 0.60% | -0.16% | — | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.58% | — | — | |
| 37 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.58% | — | — | |
| 38 | GEV | GE Vernova Inc | Stock-Industrials | 0.56% | +0.11% | — | |
| 39 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.55% | -0.18% | — | |
| 40 | MTZ | Mastec Inc | Stock-Industrials | 0.50% | -0.02% | — | |
| 41 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.49% | — | — | |
| 42 | MPLX | Mplx LP | Stock-Energy | 0.42% | -0.11% | — | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.09% | — | |
| 44 | TSLL | Dirx Dly Tsla Bul 2x Etf-aui | ETF-Other | 0.40% | -0.08% | EXIT | |
| 45 | DUOL | Duolingo | Stock-Tech | 0.39% | — | — | |
| 46 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.39% | -0.10% | — | |
| 47 | CAVA | Cava Group Inc | Stock-Consumer Disc | 0.37% | — | — | |
| 48 | GTLS | Chart Industries Inc | Stock-Industrials | 0.36% | — | — | |
| 49 | HOOD | Robinhood Markets Inc - A | Stock-Financials | 0.36% | — | — | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.36% | -0.03% | — |
According to official SEC Form 13F filings, Chung Wu Investment Group, LLC reported a total U.S. public equity portfolio value of $152.1M across 77 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DIA, MSFT) accounted for 26.3% of total reported equity market value during Q4 2024.
During Q4 2024, Chung Wu Investment Group, LLC's top holdings by market value included IVV (11.1%)、DIA (7.6%)、MSFT (7.5%). The largest single position, IVV, represented 11.1% of total portfolio value.
In Q4 2024, Chung Wu Investment Group, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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