Chung Wu Investment Group, LLC
Top Portfolio Positions
201 positions ·
$84,390,007 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
15,105 | $6,996,484 | 8.29% | |
| MSFT |
Microsoft Corp
Technology
|
16,174 | $5,987,129 | 7.09% | |
| AAPL |
Apple Inc.
Technology
|
20,264 | $5,142,800 | 6.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
15,437 | $4,540,947 | 5.38% | |
| MU |
Micron Technology Inc
Technology
|
10,120 | $3,418,940 | 4.05% | |
| EOS |
Eaton Vance Enhanced Equity Income Fund II
Financial Services
|
157,310 | $3,218,562 | 3.81% | |
| NVDA |
Nvidia Corp
Technology
|
16,746 | $2,920,502 | 3.46% | |
| AM |
Antero Midstream Corp
Energy
|
125,000 | $2,850,000 | 3.38% | |
| XOM |
Exxon Mobil Corp
Energy
|
15,377 | $2,608,861 | 3.09% | |
| SPY |
Spdr S&P 500 ETF Trust
|
3,880 | $2,523,319 | 2.99% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SUN
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,946 | 1,800 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $94,338 | 1,800 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $90,018 | 1,800 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $96,462 | 1,800 | Shares | Sole | 2025-07-22 | |
| No 13F history on record for this holder in this stock. | ||||||