Chung Wu Investment Group, LLC
Annual return '25
+17.8%
SPY '25
+17.7%
Alpha
+0.1ptsvs SPY
Invested
$116.1M
Holdings
259
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 98%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$IVV
ISHARES TR CORE S&P500 ETF
Q1 2025: Sold 2.3% (18.7k → 18.3k shares)
9.0%
02
$SPYI
NEOS S&P 500 HIGH INCOME ETF
Held since at least Q1 2024
6.1%
03
$DIA
STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
Q1 2025: Increased +0.8% (17.8k → 18.0k shares)
6.0%
04
$QQQI
NEOS NASDAQ 100 HIGH INCOME ETF
Held since at least Q1 2024
5.3%
05
$MSFT
MICROSOFT CORPORATION
Q1 2026: New position (1.8k shares)
5.2%
06
$AAPL
APPLE INCORPORATED
Q1 2025: Sold 10.6% (26.5k → 23.7k shares)
4.4%
07
$JPM
JPMORGAN CHASE & COMPANY
Q1 2025: Sold 1.0% (15.5k → 15.3k shares)
3.9%
08
$MU
MICRON TECHNOLOGY INCORPORATED
Held since at least Q1 2024
2.9%
09
$EOS
EATON VANCE ENHANCED EQUITY IN
Q4 2024: New position (166.8k shares)
2.8%
10
$NVDA
NVIDIA CORPORATION
Q1 2025: Sold 73.7% (54.2k → 14.3k shares)
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 13:20 UTC.