13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002054278
Total reported value
$152.1M
$152.1M
68 檔
21.9%
In Q1 2025, Chung Wu Investment Group, LLC's U.S. equity holdings reached a combined market value of $152.1M, distributed across 68 disclosed stock positions.
In Q1 2025, Chung Wu Investment Group, LLC adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 28 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 12.26% | -1.15% | -2.31% | |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 9.01% | -0.73% | +0.76% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 7.76% | -1.22% | -2.59% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 6.29% | -0.76% | -10.60% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.49% | -0.59% | -0.97% | |
| 6 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 4.21% | -0.63% | — | |
| 7 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 4.02% | +0.64% | -0.77% | |
| 8 | AM | Antero Midstream CORP | Stock-Energy | 2.77% | -0.61% | +1.07% | |
| 9 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.65% | -0.26% | +14.41% | |
| 10 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 2.55% | -0.09% | +0.69% | |
| 11 | ABBV | Abbvie Inc | Stock-Healthcare | 2.31% | -0.19% | +17.59% | |
| 12 | OKE | Oneok Inc | Stock-Energy | 2.21% | -0.12% | +11.09% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.17% | -0.89% | — | |
| 14 | V | Visa Inc-class A Shares | Stock-Financials | 1.88% | -0.15% | -1.10% | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.85% | -0.26% | -73.67% | |
| 16 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 1.72% | -0.09% | +12.45% | |
| 17 | GPIX | Gldm SA S&p 500 Pr In Etf-us | ETF-Large Cap & Growth | 1.62% | — | +83.40% | |
| 18 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.54% | -0.29% | — | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.51% | -0.20% | -8.61% | |
| 20 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.47% | -0.09% | -2.27% | |
| 21 | MA | Mastercard Inc - A | Stock-Financials | 1.45% | -0.20% | — | |
| 22 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.28% | -0.03% | -69.81% | |
| 23 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 1.04% | -0.36% | — | |
| 24 | GE | General Electric | Stock-Industrials | 1.02% | +0.04% | -10.49% | |
| 25 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | -0.01% | -13.14% | |
| 26 | FISV | Fiserv Inc | Stock-Other | 0.94% | — | +9.54% | |
| 27 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.94% | -0.24% | -17.11% | |
| 28 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.85% | +0.38% | — | |
| 29 | GEV | GE Vernova Inc | Stock-Industrials | 0.83% | +0.11% | +33.90% | |
| 30 | ET | Energy Transfer LP | Stock-Energy | 0.82% | -0.15% | — | |
| 31 | EOG | Eog Resources Inc | Stock-Energy | 0.73% | -0.16% | -1.65% | |
| 32 | NFLX | Netflix Inc | Stock-Comm Services | 0.72% | -0.20% | EXIT | |
| 33 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.65% | — | — | |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.64% | -0.02% | — | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.63% | -0.18% | +2.11% | |
| 36 | CI | THE Cigna Group | Stock-Healthcare | 0.59% | -0.02% | — | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.58% | -0.78% | — | |
| 38 | MPLX | Mplx LP | Stock-Energy | 0.56% | -0.11% | — | |
| 39 | BX | Blackstone Inc | Stock-Financials | 0.55% | — | -0.90% | |
| 40 | MSTR | Strategy Inc | Stock-Tech | 0.53% | — | -47.70% | |
| 41 | MTZ | Mastec Inc | Stock-Industrials | 0.49% | -0.02% | -3.55% | |
| 42 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.48% | -0.10% | — | |
| 43 | AJG | Arthur J Gallagher & Co | Stock-Financials | 0.43% | — | — | |
| 44 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | ETF-Tech | 0.42% | — | -32.19% | |
| 45 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 0.42% | -0.01% | — | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.03% | -1.24% | |
| 47 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.40% | -0.08% | — | |
| 48 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.37% | -0.02% | — | |
| 49 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.35% | — | -20.91% | |
| 50 | DASH | Doordash Inc - A | Stock-Consumer Disc | 0.35% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DIA | Ss Spdr Dow Jones Indus Avg | +1.4% | +0.76% | Add |
| 2 | IVV | Ishares Core S&p 500 ETF | +1.2% | -2.31% | Trim |
| 3 | ABBV | Abbvie Inc | +0.9% | +17.59% | Add |
| 4 | GDXJ | Vaneck Junior Gold Miners | +0.9% | NEW | New buy |
| 5 | GPIX | Gldm SA S&p 500 Pr In Etf-us | +0.8% | +83.40% | Add |
| 6 | AM | Antero Midstream CORP | +0.8% | +1.07% | Add |
| 7 | JPM | Jpmorgan Chase & Co | +0.8% | -0.97% | Trim |
| 8 | UNH | Unitedhealth Group Inc | +0.7% | -0.77% | Trim |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | +0.6% | NEW | New buy |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.6% | +14.41% | Add |
| 11 | CI | THE Cigna Group | +0.6% | NEW | New buy |
| 12 | CVX | Chevron CORP | +0.6% | NEW | New buy |
| 13 | XOM | Exxon Mobil CORP | +0.5% | — | Unchanged |
| 14 | OKE | Oneok Inc | +0.5% | +11.09% | Add |
| 15 | V | Visa Inc-class A Shares | +0.4% | -1.10% | Trim |
| 16 | AJG | Arthur J Gallagher & Co | +0.4% | NEW | New buy |
| 17 | TTWO | Take-two Interactive Softwre | +0.4% | NEW | New buy |
| 18 | PFFA | Virtus Infracap US Pref Stck | +0.4% | +12.45% | Add |
| 19 | TSLA | Tesla Inc | +0.4% | NEW | New buy |
| 20 | DASH | Doordash Inc - A | +0.4% | NEW | New buy |
| 21 | TRGP | Targa Resources CORP | +0.3% | NEW | New buy |
| 22 | WGS | Genedx Holdings CORP | +0.3% | NEW | New buy |
| 23 | TMUS | T-mobile US Inc | +0.3% | NEW | New buy |
| 24 | BABA | Alibaba Group Holding-sp Adr | +0.3% | NEW | New buy |
| 25 | VZ | Verizon Communications Inc | +0.3% | NEW | New buy |
| 26 | PM | Philip Morris International | +0.3% | NEW | New buy |
| 27 | IHF | Ishares U.s. Healthcare Prov | +0.3% | NEW | New buy |
| 28 | ✓ | On Holding AG | +0.3% | NEW | New buy |
| 29 | GEV | GE Vernova Inc | +0.3% | +33.90% | Add |
| 30 | FISV | Fiserv Inc | +0.3% | +9.54% | Add |
| 31 | MA | Mastercard Inc - A | +0.3% | — | Unchanged |
| 32 | UBER | Uber Technologies Inc | +0.3% | NEW | New buy |
| 33 | HWM | Howmet Aerospace Inc | +0.3% | NEW | New buy |
| 34 | CTAS | Cintas CORP | +0.3% | NEW | New buy |
| 35 | JEPQ | JPM Nasdaq Equity Premium | +0.2% | +0.69% | Add |
| 36 | MSFT | Microsoft CORP | +0.2% | -2.59% | Trim |
| 37 | GE | General Electric | +0.2% | -10.49% | Trim |
| 38 | SPG | Simon Property Group Inc | +0.2% | — | Unchanged |
| 39 | EOS | Eaton Vance Enh Eqt Inc Ii | +0.2% | — | Unchanged |
| 40 | JEPI | Jpmorgan Equity Premium Inco | +0.2% | -2.27% | Trim |
| 41 | AZNN | Astrazeneca Plc-spons Adr | +0.2% | — | Unchanged |
| 42 | MPLX | Mplx LP | +0.1% | — | Unchanged |
| 43 | EOG | Eog Resources Inc | +0.1% | -1.65% | Trim |
| 44 | IYY | Ishares Dow Jones U.s. ETF | +0.1% | — | Unchanged |
| 45 | PAA | Plains All Amer Pipeline LP | +0.1% | -17.11% | Trim |
| 46 | ET | Energy Transfer LP | +0.1% | — | Unchanged |
| 47 | KMI | Kinder Morgan, Inc. | +0.1% | — | Unchanged |
| 48 | GS | Goldman Sachs Group Inc | +0.1% | +2.11% | Add |
| 49 | COST | Costco Wholesale CORP | +0.1% | — | Unchanged |
| 50 | DUK | Duke Energy CORP | +0.1% | — | Unchanged |
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 68 disclosed positions in Q1 2025.
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 21.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
GDXJ
市值: $715.0K
Top Position Liquidated / Trimmed
TQQQ
前期市值: $982.8K
During Q1 2025, Chung Wu Investment Group, LLC's top holdings by market value included IVV (12.3%)、DIA (9.0%)、MSFT (7.8%). The largest single position, IVV, represented 12.3% of total portfolio value.
In Q1 2025, Chung Wu Investment Group, LLC made 83 total portfolio adjustments, initiating 19 new buys, adding to 13 positions, trimming 23 holdings, and fully liquidating 28 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.