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
255 檔
24.5%
At the close of Q3 2025, Chung Wu Investment Group, LLC disclosed equity holdings valued at approximately $152.1M, spread across 255 reported holdings.
In Q3 2025, Chung Wu Investment Group, LLC displayed an active expansion posture, initiating 138 new positions and adding to 11 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 255 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 9.05% | -1.15% | +1.82% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 7.14% | -1.22% | — | |
| 3 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 5.93% | -0.73% | +2.11% | |
| 4 | QQQI | Neos Nasdaq-100 High Inc ETF | ETF-Tech | 4.49% | +0.16% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.38% | -0.76% | +12.64% | |
| 6 | SPYI | Neos S&p 500 High Income ETF | ETF-Large Cap & Growth | 4.28% | -0.60% | +32643.33% | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 4.02% | -0.59% | — | |
| 8 | EOS | Eaton Vance Enh Eqt Inc Ii | Stock-Other | 3.20% | -0.63% | -2.75% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.48% | -0.26% | +7.47% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.15% | -0.26% | +2.65% | |
| 11 | AM | Antero Midstream CORP | Stock-Energy | 2.09% | -0.61% | -11.35% | |
| 12 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.01% | +0.64% | +280.16% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.41% | -0.89% | -1.57% | |
| 14 | GS | Goldman Sachs Group Inc | Stock-Financials | 1.38% | -0.18% | +114.43% | |
| 15 | MU | Micron Technology Inc | Stock-Tech | 1.34% | +4.79% | +9495.00% | |
| 16 | ABBV | Abbvie Inc | Stock-Healthcare | 1.32% | -0.19% | -0.29% | |
| 17 | MS | Morgan Stanley | Stock-Financials | 1.28% | -0.02% | +643.08% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.27% | -0.15% | — | |
| 19 | ALLY | Ally Financial Inc | Stock-Financials | 1.27% | -0.12% | +224.08% | |
| 20 | VST | Vistra CORP | Stock-Utilities | 1.23% | -0.71% | EXIT | |
| 21 | SPG | Simon Property Group Inc | Stock-Real Estate | 1.18% | -0.29% | — | |
| 22 | MTZ | Mastec Inc | Stock-Industrials | 1.17% | -0.02% | +19.08% | |
| 23 | GEV | GE Vernova Inc | Stock-Industrials | 1.16% | +0.11% | +18.98% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.14% | -0.20% | +0.30% | |
| 25 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.07% | -0.03% | — | |
| 26 | MA | Mastercard Inc - A | Stock-Financials | 1.05% | -0.20% | — | |
| 27 | GE | General Electric | Stock-Industrials | 0.93% | +0.04% | +10.65% | |
| 28 | OKE | Oneok Inc | Stock-Energy | 0.87% | -0.12% | -22.08% | |
| 29 | GDXJ | Vaneck Junior Gold Miners | ETF-Commodities | 0.85% | +0.38% | +43.36% | |
| 30 | NFLX | Netflix Inc | Stock-Comm Services | 0.73% | -0.20% | EXIT | |
| 31 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.71% | -0.36% | -0.38% | |
| 32 | PFFA | Virtus Infracap US Pref Stck | ETF-Other | 0.70% | -0.09% | -12.43% | |
| 33 | USD | Proshares Ultra Semiconduct | ETF-Other | 0.69% | +0.41% | +38.16% | |
| 34 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.68% | -0.01% | +7.15% | |
| 35 | APP | Applovin Corp-class A | Stock-Tech | 0.68% | +0.14% | NEW | |
| 36 | JEPQ | JPM Nasdaq Equity Premium | ETF-Tech | 0.68% | -0.09% | -63.54% | |
| 37 | KTOS | Kratos Defense & Security | Stock-Industrials | 0.63% | — | — | |
| 38 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.61% | -0.06% | +30.56% | |
| 39 | SIL | Global X Silver Miners ETF | ETF-Commodities | 0.60% | — | -2.88% | |
| 40 | TSLL | Dirx Dly Tsla Bul 2x Etf-aui | ETF-Other | 0.56% | -0.08% | EXIT | |
| 41 | ET | Energy Transfer LP | Stock-Energy | 0.52% | -0.15% | -1.14% | |
| 42 | CVX | Chevron CORP | Stock-Energy | 0.51% | -0.78% | -17.63% | |
| 43 | PAA | Plains All Amer Pipeline LP | Stock-Energy | 0.50% | -0.24% | -12.41% | |
| 44 | CRDO | Credo Technology Group Holding Ltd | Stock-Tech | 0.50% | -0.20% | EXIT | |
| 45 | AAOI | Applied Optoelectronics Inc | Stock-Tech | 0.45% | -0.11% | +56.72% | |
| 46 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 0.45% | — | — | |
| 47 | EOG | Eog Resources Inc | Stock-Energy | 0.43% | -0.16% | -3.14% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.40% | — | -1.12% | |
| 49 | MSTR | Strategy Inc | Stock-Tech | 0.40% | — | -8.87% | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.40% | — | -26.39% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GS | Goldman Sachs Group Inc | +0.8% | +114.43% | Add |
| 2 | MTZ | Mastec Inc | +0.7% | +19.08% | Add |
| 3 | NVDA | Nvidia CORP | +0.6% | +7.47% | Add |
| 4 | GEV | GE Vernova Inc | +0.3% | +18.98% | Trim |
| 5 | PLTR | Palantir Technologies Inc-a | +0.1% | -1.12% | Trim |
| 6 | VIK | Viking Holdings Ltd | 0% | +1.41% | Add |
| 7 | NFLX | Netflix Inc | 0% | +5.00% | Add |
| 8 | HWM | Howmet Aerospace Inc | 0% | — | Unchanged |
| 9 | GDXJ | Vaneck Junior Gold Miners | — | +43.36% | Trim |
| 10 | WGS | Genedx Holdings CORP | — | +9.09% | Add |
| 11 | EXPE | Expedia Group Inc | — | — | Add |
| 12 | UBER | Uber Technologies Inc | 0% | — | Unchanged |
| 13 | TTWO | Take-two Interactive Softwre | 0% | +38.46% | Add |
| 14 | BAC | Bank Of America CORP | -0.1% | — | Unchanged |
| 15 | WMT | Walmart Inc | -0.1% | — | Unchanged |
| 16 | LOW | Lowe's Cos Inc | -0.1% | — | Unchanged |
| 17 | CVX | Chevron CORP | -0.1% | -17.63% | Add |
| 18 | GE | General Electric | -0.1% | +10.65% | Trim |
| 19 | MSTR | Strategy Inc | -0.1% | -8.87% | Trim |
| 20 | HTGC | Hercules Capital Inc | -0.2% | -14.49% | Trim |
| 21 | BX | Blackstone Inc | -0.2% | -26.39% | Trim |
| 22 | AJG | Arthur J Gallagher & Co | -0.2% | +1532.26% | Trim |
| 23 | VZ | Verizon Communications Inc | -0.2% | -2.17% | Trim |
| 24 | META | Meta Platforms Inc-class A | -0.2% | — | Trim |
| 25 | MPLX | Mplx LP | -0.2% | — | Trim |
| 26 | IHF | Ishares U.s. Healthcare Prov | -0.3% | — | Trim |
| 27 | TSLA | Tesla Inc | -0.3% | — | Trim |
| 28 | EOG | Eog Resources Inc | -0.3% | -3.14% | Trim |
| 29 | ET | Energy Transfer LP | -0.3% | -1.14% | Trim |
| 30 | IYY | Ishares Dow Jones U.s. ETF | -0.3% | -0.38% | Trim |
| 31 | SPG | Simon Property Group Inc | -0.4% | — | Trim |
| 32 | HD | Home Depot Inc | -0.4% | +0.30% | Trim |
| 33 | MA | Mastercard Inc - A | -0.4% | — | Unchanged |
| 34 | GPIQ | Gs Nasdaq-100 Pr Inc Etf-usd | -0.4% | -92.86% | Trim |
| 35 | PAA | Plains All Amer Pipeline LP | -0.4% | -12.41% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | -0.5% | — | Unchanged |
| 37 | CI | THE Cigna Group | -0.5% | -75.12% | Trim |
| 38 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.5% | +2.65% | Trim |
| 39 | BRK-B | Berkshire Hathaway Inc-cl B | -0.5% | — | Trim |
| 40 | V | Visa Inc-class A Shares | -0.6% | — | Trim |
| 41 | MSFT | Microsoft CORP | -0.6% | — | Trim |
| 42 | AM | Antero Midstream CORP | -0.7% | -11.35% | Add |
| 43 | XOM | Exxon Mobil CORP | -0.8% | -1.57% | Trim |
| 44 | FISV | Fiserv Inc | -0.9% | -78.53% | Trim |
| 45 | ABBV | Abbvie Inc | -1% | -0.29% | Trim |
| 46 | EOS | Eaton Vance Enh Eqt Inc Ii | -1% | -2.75% | Trim |
| 47 | PFFA | Virtus Infracap US Pref Stck | -1% | -12.43% | Trim |
| 48 | OKE | Oneok Inc | -1.3% | -22.08% | Trim |
| 49 | JEPI | Jpmorgan Equity Premium Inco | -1.5% | -98.89% | Trim |
| 50 | JEPQ | JPM Nasdaq Equity Premium | -1.9% | -63.54% | Trim |
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 255 disclosed positions in Q3 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, MSFT, DIA) accounted for 24.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
QQQI
市值: $5.4M
Top Position Liquidated / Trimmed
GPIX
前期市值: $1.4M
During Q3 2025, Chung Wu Investment Group, LLC's top holdings by market value included IVV (9.1%)、MSFT (7.1%)、DIA (5.9%). The largest single position, IVV, represented 9.1% of total portfolio value.
In Q3 2025, Chung Wu Investment Group, LLC made 193 total portfolio adjustments, initiating 138 new buys, adding to 11 positions, trimming 35 holdings, and fully liquidating 9 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.