Chung Wu Investment Group, LLC Reduced Holdings in Q3 2025

Chung Wu Investment Group, LLC

  • $120 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
JEPI
J P Morgan Exchange Traded Fd

ETFs
-35.5K
- 98.89%
$55.61 - $57.37 $1.98M - $2.04M
400 $22.8M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-24.8K
- 63.54%
$53.81 - $57.52 $1.33M - $1.42M
14.2K $818M
FISV
Fiserv Inc

Technology
-2.56K
- 78.53%
N/A
700 $90.3M
DDM
Proshares Ultra Dow30

ETFs
-4.8K
- 92.31%
$95.33 - $107.65 $458K - $517K
400 $42.9M
OKE
Oneok Inc

Energy
-4.07K
- 22.08%
$71.36 - $83.47 $290K - $340K
14.4K $1.05B
CI
Cigna Corp

Healthcare
-1.21K
- 75.12%
$262.23 - $334.39 $317K - $404K
400 $115M
Coreweave Incorporated Com Class A
-1.88K
- 40.6%
N/A
2.75K $376M
AM
Antero Midstream Corp

Energy
-16.6K
- 11.35%
$16.87 - $19.58 $279K - $324K
129K $2.52B
Amentum Holdings Incorporated
-9K
- 92.36%
N/A
744 $17.8M
AVAV
Aero Vironment Inc

Industrials
-900
- 37.5%
$226.08 - $314.89 $203K - $283K
1.5K $472M
SKYY
First Trust Cloud Computing Et

ETFs
-1.6K
- 82.9%
$118.24 - $138.53 $189K - $222K
330 $44.4M
MSTR
Microstrategy Inc

Technology
-145
- 8.87%
$300.7 - $455.9 $43.6K - $66.1K
1.49K $480M
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
-4.54K
- 2.75%
$23.48 - $24.44 $107K - $111K
161K $3.85B
ZIM
Zim Integrated Shipping Services Ltd.

Industrials
-9.2K
- 85.98%
$13.2 - $17.81 $121K - $164K
1.5K $20.3M
PAA
Plains All American Pipeline LP

Energy
-5K
- 12.41%
$16.88 - $18.93 $84.4K - $94.6K
35.3K $602M
EWH
Ishares Msci Hong Kong ETF

ETFs
-6.8K
- 80.0%
$19.82 - $22.04 $135K - $150K
1.7K $36.6M
Graniteshares 2 X Long Tsla Daily ETF
-7.35K
- 91.88%
N/A
650 $22.1M
COST
Costco Wholesale Corp

Consumer Defensive
-100
- 22.22%
$915.95 - $994.57 $91.6K - $99.5K
350 $324M
APLD
Applied Blockchain, Inc.

Financial Services
-9.72K
- 96.05%
$9.18 - $24.67 $89.2K - $240K
400 $9.18M
BX
Blackstone Inc.

Financial Services
-1K
- 26.39%
$152.77 - $188.68 $153K - $189K
2.79K $477M
PFFA
Etfis Ser Tr I

ETFs
-5.5K
- 12.43%
$20.94 - $22.43 $115K - $123K
38.7K $841M
EEM
Ishares Msci Emerging Markets

ETFs
-2K
- 31.25%
$48.07 - $53.4 $96.1K - $107K
4.4K $235M
CVX
Chevron Corp

Energy
-850
- 17.63%
$145.57 - $161.83 $124K - $138K
3.97K $617M
EOG
Eog Resources Inc

Energy
-150
- 3.14%
$112.12 - $126.1 $16.8K - $18.9K
4.63K $519M
ET
Energy Transfer LP

Energy
-423
- 1.14%
$17.11 - $18.16 $7.24K - $7.68K
36.6K $629M
Grayscale Ethereum Trust ETF
-3K
- 62.5%
N/A
1.8K $61.7M
HTGC
Hercules Capital, Inc.

Financial Services
-2.2K
- 14.49%
$18.34 - $19.53 $40.3K - $43K
13K $245M
PGR
Progressive Corp

Financial Services
-100
- 66.67%
$238.61 - $264.3 $23.9K - $26.4K
50 $12.3M
KMI
Kinder Morgan, Inc.

Energy
-200
- 1.42%
$26.23 - $28.5 $5.25K - $5.7K
13.9K $392M
MRK
Merck & Co., Inc.

Healthcare
-273
- 47.64%
$77.6 - $87.37 $21.2K - $23.9K
300 $25.2M
STAG
Stag Industrial, Inc.

Real Estate
-500
- 62.5%
$34.28 - $36.97 $17.1K - $18.5K
300 $10.6M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-1.1K
- 32.35%
$16.46 - $17.1 $18.1K - $18.8K
2.3K $39.1M
Mach Natural Resources LP Com Unit LTD Par
-900
- 34.62%
N/A
1.7K $22.4M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-200
- 25.0%
$25.5 - $35.2 $5.1K - $7.04K
600 $15.3M
HON
Honeywell International Inc

Industrials
-35
- 31.53%
$207.7 - $240.4 $7.27K - $8.41K
76 $16M
SYY
Sysco Corp

Consumer Defensive
-100
- 25.0%
$76.33 - $82.51 $7.63K - $8.25K
300 $24.7M
OXY
Occidental Petroleum Corp

Energy
-50
- 25.0%
$42.54 - $48.1 $2.13K - $2.41K
150 $7.09M
VZ
Verizon Communications Inc

Communication Services
-80
- 2.17%
$40.84 - $45.06 $3.27K - $3.6K
3.6K $158M
TRVI
Trevi Therapeutics, Inc.

Healthcare
-400
- 20.0%
$5.62 - $9.62 $2.25K - $3.85K
1.6K $14.6M
XOM
Exxon Mobil Corp

Energy
-240
- 1.57%
$105.83 - $117.22 $25.4K - $28.1K
15K $1.7B
IYY
Ishares Tr

ETFs
-20
- 0.38%
$150.75 - $162.82 $3.02K - $3.26K
5.22K $848M
PLTR
Palantir Technologies Inc.

Technology
-30
- 1.12%
$130.68 - $186.97 $3.92K - $5.61K
2.65K $483M
SIL
Global X Silver Miners ETF

ETFs
-300
- 2.88%
$47.34 - $71.63 $14.2K - $21.5K
10.1K $723M
ABBV
Abb Vie Inc.

Healthcare
-20
- 0.29%
$184.85 - $231.54 $3.7K - $4.63K
6.85K $1.58B
Activity Summary
Buys All Purchases 88 New Holdings 44 Increased Positions 44 Sells All Sells 45 Reductions 45 Sold out 0 Options Calls 0 Puts 0
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