Chung Wu Investment Group, LLC New Holdings in Q4 2024

Chung Wu Investment Group, LLC

  • $99.3 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
18.7K
New
$570.51 - $610.59 $10.7M - $11.4M
18.7K $11B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
17.8K
New
$417.69 - $450.94 $7.44M - $8.03M
17.8K $7.58B
MSFT
Microsoft Corp

Technology
17.8K
New
$406.35 - $454.46 $7.22M - $8.07M
17.8K $7.49B
NVDA
Nvidia Corp

Technology
54.2K
New
$117.0 - $148.88 $6.35M - $8.08M
54.2K $7.28B
AAPL
Apple Inc.

Technology
26.5K
New
$221.69 - $259.02 $5.88M - $6.87M
26.5K $6.64B
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
167K
New
$21.45 - $24.97 $3.58M - $4.17M
167K $4B
JPM
Jpmorgan Chase & CO

Financial Services
15.5K
New
$205.18 - $250.29 $3.17M - $3.87M
15.5K $3.71B
META
Meta Platforms, Inc.

Communication Services
6.16K
New
$554.08 - $632.68 $3.41M - $3.9M
6.16K $3.61B
UNH
Unitedhealth Group Inc

Healthcare
6.47K
New
$485.52 - $625.25 $3.14M - $4.05M
6.47K $3.27B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
40.9K
New
$53.94 - $58.15 $2.2M - $2.38M
40.9K $2.3B
AM
Antero Midstream Corp

Energy
128K
New
$14.22 - $15.97 $1.81M - $2.04M
128K $1.92B
OKE
Oneok Inc

Energy
16.8K
New
$92.28 - $117.05 $1.55M - $1.96M
16.8K $1.68B
XOM
Exxon Mobil Corp

Energy
15.3K
New
$105.51 - $125.37 $1.61M - $1.92M
15.3K $1.64B
HD
Home Depot, Inc.

Consumer Cyclical
3.77K
New
$385.02 - $431.37 $1.45M - $1.63M
3.77K $1.47B
V
Visa Inc.

Financial Services
4.53K
New
$273.87 - $320.91 $1.24M - $1.45M
4.53K $1.43B
NFLX
Netflix Inc

Communication Services
1.57K
New
$687.65 - $936.56 $1.08M - $1.47M
1.57K $1.39B
ABBV
Abb Vie Inc.

Healthcare
7.85K
New
$164.99 - $203.87 $1.29M - $1.6M
7.85K $1.39B
SPG
Simon Property Group Inc

Real Estate
7.75K
New
$167.23 - $183.84 $1.3M - $1.42M
7.75K $1.33B
PFFA
Etfis Ser Tr I

ETFs
60.2K
New
$21.82 - $23.21 $1.31M - $1.4M
60.2K $1.32B
JEPI
J P Morgan Exchange Traded Fd

ETFs
22K
New
$57.53 - $60.83 $1.27M - $1.34M
22K $1.27B
MA
Mastercard Inc

Financial Services
2.22K
New
$491.3 - $536.15 $1.09M - $1.19M
2.22K $1.17B
AMZN
Amazon Com Inc

Consumer Cyclical
4.95K
New
$180.88 - $232.93 $895K - $1.15M
4.95K $1.09B
TQQQ
Proshares Ultrapro Qqq

ETFs
12.4K
New
$69.42 - $93.29 $862K - $1.16M
12.4K $983M
IYY
Ishares Tr

ETFs
6.37K
New
$138.14 - $149.13 $880K - $950K
6.37K $911M
MSTR
Microstrategy Inc

Technology
2.94K
New
$162.69 - $473.83 $477K - $1.39M
2.94K $850M
APP
App Lovin Corp

Technology
2.58K
New
$130.67 - $401.5 $337K - $1.04M
2.58K $835M
PAA
Plains All American Pipeline LP

Energy
47.4K
New
$16.27 - $18.67 $771K - $885K
47.4K $809M
GE
General Electric CO

Industrials
4.77K
New
$159.95 - $194.23 $762K - $926K
4.77K $795M
DDM
Proshares Ultra Dow30

ETFs
8.3K
New
$92.63 - $107.31 $769K - $891K
8.3K $791M
Goldman Sachs ETF Tr
15.8K
New
N/A
15.8K $783M
ET
Energy Transfer LP

Energy
37.1K
New
$16.05 - $19.86 $595K - $736K
37.1K $726M
FISV
Fiserv Inc

Technology
3.25K
New
N/A
3.25K $668M
VST
Vistra Corp.

Utilities
4.45K
New
$115.74 - $166.61 $515K - $741K
4.45K $614M
EOG
Eog Resources Inc

Energy
4.86K
New
$118.22 - $136.54 $574K - $663K
4.86K $595M
BX
Blackstone Inc.

Financial Services
3.32K
New
$148.45 - $199.05 $493K - $661K
3.32K $572M
Goldman Sachs ETF Tr
11.7K
New
N/A
11.7K $571M
Ge Vernova Inc
1.7K
New
N/A
1.7K $558M
GS
Goldman Sachs Group Inc

Financial Services
950
New
$486.1 - $608.57 $462K - $578K
950 $544M
MTZ
Mastec Inc

Industrials
3.66K
New
$119.94 - $147.94 $439K - $541K
3.66K $498M
AZN
Astrazeneca PLC

Healthcare
7.35K
New
$63.2 - $79.58 $465K - $585K
7.35K $482M
MPLX
Mplx LP

Energy
8.8K
New
$43.77 - $51.66 $385K - $455K
8.8K $421M
WMT
Walmart Inc.

Consumer Defensive
4.49K
New
$79.1 - $95.7 $355K - $430K
4.49K $406M
TSLL
Direxion Shs ETF Tr Daily Tsla
14.5K
New
N/A
14.5K $399M
DUOL
Duolingo, Inc.

Technology
1.2K
New
$278.75 - $373.03 $335K - $448K
1.2K $389M
KMI
Kinder Morgan, Inc.

Energy
14.1K
New
$22.59 - $28.54 $317K - $401K
14.1K $385M
Cava Group Inc
3.3K
New
N/A
3.3K $372M
GTLS
Chart Industries Inc

Industrials
1.86K
New
$119.65 - $202.35 $223K - $376K
1.86K $355M
HOOD
Robinhood Markets, Inc.

Technology
9.5K
New
$22.33 - $43.2 $212K - $410K
9.5K $354M
BAC
Bank Of America Corp

Financial Services
8.05K
New
$39.22 - $47.77 $316K - $385K
8.05K $354M
Activity Summary
Buys All Purchases 77 New Holdings 77 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
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