Chung Wu Investment Group, LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| NEOS S&P 500 HIGH INCOME ETF | 0 | 119,460 | +119,460 | 0 | 6,275,234 | +6,275,234 |
| MICRON TECHNOLOGY INCORPORATED | 0 | 9,135 | +9,135 | 0 | 2,607,220 | +2,607,220 |
| NEOS NASDAQ 100 HIGH INCOME ETF | 0 | 114,456 | +114,456 | 0 | 6,164,600 | +6,164,600 |
| ROCKWELL AUTOMATION INCORPORATED | 0 | 1,715 | +1,715 | 0 | 667,255 | +667,255 |
| DELTA AIR LINES INCORPORATED DEL COM NEW | 0 | 9,020 | +9,020 | 0 | 625,988 | +625,988 |
| LUMENTUM HLDGS INCORPORATED | 0 | 2,400 | +2,400 | 0 | 884,616 | +884,616 |
| ELI LILLY & COMPANY | 0 | 400 | +400 | 0 | 429,872 | +429,872 |
| JPMORGAN CHASE & COMPANY. | 0 | 16,317 | +16,317 | 0 | 5,257,664 | +5,257,664 |
| APPLE INCORPORATED | 0 | 20,864 | +20,864 | 0 | 5,672,087 | +5,672,087 |
| SOLSTICE ADVANCED MATLS INCORPORATED COM SHS | 0 | 8,406 | +8,406 | 0 | 408,363 | +408,363 |
| PROSHARES ULTRA DOW30 | 0 | 6,700 | +6,700 | 0 | 380,962 | +380,962 |
| ABBVIE INCORPORATED | 0 | 8,345 | +8,345 | 0 | 1,906,749 | +1,906,749 |
| NOVO-NORDISK A S ADR (DENMARK) | 0 | 6,000 | +6,000 | 0 | 305,280 | +305,280 |
| CAMECO CORPORATION (CANADA) | 0 | 6,530 | +6,530 | 0 | 597,430 | +597,430 |
| PALVELLA THERAPEUTICS INCORPORATED NEW | 0 | 2,600 | +2,600 | 0 | 272,142 | +272,142 |
| SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 0 | 15,365 | +15,365 | 0 | 7,383,958 | +7,383,958 |
| GE VERNOVA INCORPORATED | 0 | 2,517 | +2,517 | 0 | 1,645,036 | +1,645,036 |
| WHEATON PRECIOUS METALS CORPORATION (CANADA) | 0 | 2,130 | +2,130 | 0 | 250,318 | +250,318 |
| GOLDMAN SACHS GROUP INCORPORATED | 0 | 2,135 | +2,135 | 0 | 1,876,665 | +1,876,665 |
| APPLIED OPTOELECTRONICS INCORPORATED | 0 | 21,900 | +21,900 | 0 | 763,434 | +763,434 |
| ISHARES TR CORE S&P500 ETF | 0 | 16,163 | +16,163 | 0 | 11,070,685 | +11,070,685 |
| HONEYWELL INTERNATIONAL INCORPORATED | 0 | 1,126 | +1,126 | 0 | 219,671 | +219,671 |
| MORGAN STANLEY COM NEW | 0 | 9,705 | +9,705 | 0 | 1,722,929 | +1,722,929 |
| PROSHARES TR ULTRAPRO QQQ | 0 | 17,240 | +17,240 | 0 | 908,893 | +908,893 |
| HOWMET AEROSPACE INCORPORATED | 0 | 2,300 | +2,300 | 0 | 471,546 | +471,546 |
| MEDLINE INCORPORATED COM CLASS A | 0 | 3,700 | +3,700 | 0 | 155,400 | +155,400 |
| NVIDIA CORPORATION | 0 | 16,796 | +16,796 | 0 | 3,132,454 | +3,132,454 |
| GLOBAL X SILVER MINERS ETF | 0 | 10,400 | +10,400 | 0 | 868,608 | +868,608 |
| VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) | 0 | 8,290 | +8,290 | 0 | 591,989 | +591,989 |
| GUIDEWIRE SOFTWARE INCORPORATED | 0 | 700 | +700 | 0 | 140,707 | +140,707 |
| GRANITESHARES 2X LONG NVDA DAILY ETF | 0 | 2,500 | +2,500 | 0 | 220,025 | +220,025 |
| ALPHABET INCORPORATED CAP STK CLASS C | 0 | 870 | +870 | 0 | 273,006 | +273,006 |
| SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A | 0 | 4,000 | +4,000 | 0 | 183,880 | +183,880 |
| AXOGEN INCORPORATED | 0 | 4,000 | +4,000 | 0 | 130,920 | +130,920 |
| VALERO ENERGY CORPORATION | 0 | 790 | +790 | 0 | 128,604 | +128,604 |
| PROSHARES ULTRA SEMICONDUCTORS | 0 | 18,200 | +18,200 | 0 | 955,682 | +955,682 |
| REV GROUP INCORPORATED | 0 | 2,000 | +2,000 | 0 | 121,620 | +121,620 |
| MASTEC INCORPORATED | 0 | 6,985 | +6,985 | 0 | 1,518,329 | +1,518,329 |
| VOR BIOPHARMA INCORPORATED COM NEW | 0 | 8,300 | +8,300 | 0 | 108,564 | +108,564 |
| PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | 0 | 39,479 | +39,479 | 0 | 709,036 | +709,036 |
| VANECK RARE EARTH AND STRATEGIC METALS | 0 | 1,400 | +1,400 | 0 | 103,488 | +103,488 |
| DIREXION DAILY S&P 500 BULL 2X SHARES | 0 | 1,460 | +1,460 | 0 | 268,786 | +268,786 |
| EXXON MOBIL CORPORATION | 0 | 14,937 | +14,937 | 0 | 1,797,519 | +1,797,519 |
| TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF | 0 | 1,000 | +1,000 | 0 | 100,219 | +100,219 |
| ASTRAZENECA PLC SPONSORED ADR | 0 | 6,950 | +6,950 | 0 | 638,914 | +638,914 |
| NATERA INCORPORATED | 0 | 1,000 | +1,000 | 0 | 229,090 | +229,090 |
| EXPEDIA GROUP INCORPORATED COM NEW | 0 | 1,500 | +1,500 | 0 | 424,965 | +424,965 |
| SPDR S&P 500 ETF | 0 | 3,880 | +3,880 | 0 | 2,645,850 | +2,645,850 |
| MARVELL TECHNOLOGY INCORPORATED | 0 | 700 | +700 | 0 | 59,486 | +59,486 |
| ALLY FINL INCORPORATED | 0 | 34,840 | +34,840 | 0 | 1,577,904 | +1,577,904 |
| TYRA BIOSCIENCES INCORPORATED | 0 | 2,000 | +2,000 | 0 | 52,580 | +52,580 |
| WARNER BROS DISCOVERY INCORPORATED COM SER A | 0 | 5,000 | +5,000 | 0 | 144,100 | +144,100 |
| SOUTHERN COPPER CORPORATION | 0 | 325 | +325 | 0 | 46,628 | +46,628 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | 0 | 316 | +316 | 0 | 45,495 | +45,495 |
| VISA INCORPORATED COM CLASS A | 0 | 4,480 | +4,480 | 0 | 1,571,181 | +1,571,181 |
| GENEDX HOLDINGS CORPORATION COM CLASS A | 0 | 3,300 | +3,300 | 0 | 429,198 | +429,198 |
| INVESCO QQQ TR | 0 | 800 | +800 | 0 | 491,448 | +491,448 |
| ALPHABET INCORPORATED CAP STK CLASS A | 0 | 580 | +580 | 0 | 181,540 | +181,540 |
| INFINITY NAT RES INCORPORATED COM CLASS A | 0 | 2,600 | +2,600 | 0 | 38,298 | +38,298 |
| MERCK & COMPANY INCORPORATED | 0 | 600 | +600 | 0 | 63,156 | +63,156 |
| VANECK URANIUM AND NUCLEAR ETF | 0 | 1,230 | +1,230 | 0 | 152,766 | +152,766 |
| NEWMONT CORPORATION | 0 | 530 | +530 | 0 | 52,921 | +52,921 |
| MPLX LP COM UNIT REP LTD | 0 | 8,500 | +8,500 | 0 | 453,645 | +453,645 |
| SANDISK CORPORATION | 0 | 115 | +115 | 0 | 27,299 | +27,299 |
| BANK AMERICA CORPORATION | 0 | 7,950 | +7,950 | 0 | 437,250 | +437,250 |
| GE AEROSPACE COM NEW | 0 | 3,729 | +3,729 | 0 | 1,148,644 | +1,148,644 |
| VANECK JUNIOR GOLD MINERS ETF | 0 | 9,150 | +9,150 | 0 | 1,041,087 | +1,041,087 |
| GLOBAL X FDS EMERGING MARKETS GREAT CONS | 0 | 800 | +800 | 0 | 24,595 | +24,595 |
| DYNE THERAPEUTICS INCORPORATED | 0 | 2,800 | +2,800 | 0 | 54,768 | +54,768 |
| BRIDGEBIO PHARMA INCORPORATED | 0 | 300 | +300 | 0 | 22,947 | +22,947 |
| WALMART INCORPORATED | 0 | 2,734 | +2,734 | 0 | 304,595 | +304,595 |
| TAYSHA GENE THERAPIES INCORPORATED COM SHS | 0 | 4,000 | +4,000 | 0 | 22,000 | +22,000 |
| TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS | 0 | 800 | +800 | 0 | 243,112 | +243,112 |
| ISHARES TR DOW JONES US ETF | 0 | 5,220 | +5,220 | 0 | 865,528 | +865,528 |
| WESTERN DIGITAL CORPORATION | 0 | 100 | +100 | 0 | 17,227 | +17,227 |
| FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE & DEFENSE ETF | 0 | 400 | +400 | 0 | 17,116 | +17,116 |
| RTX CORPORATION | 0 | 1,060 | +1,060 | 0 | 194,404 | +194,404 |
| STATE STREET SPDR S&P HOMEBUILDERS ETF | 0 | 150 | +150 | 0 | 15,444 | +15,444 |
| SPDR GOLD SHARES | 0 | 358 | +358 | 0 | 141,879 | +141,879 |
| DIREXION DAILY MU BULL 2X SHARES | 0 | 120 | +120 | 0 | 12,089 | +12,089 |
| ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL) | 0 | 1,500 | +1,500 | 0 | 31,845 | +31,845 |
| NEXTERA ENERGY INCORPORATED | 0 | 2,400 | +2,400 | 0 | 192,672 | +192,672 |
| DIREXION DAILY MAGNIFICENT 7 BULL 2X SHARES | 0 | 200 | +200 | 0 | 11,264 | +11,264 |
| STATE STREET UTILITIES SELECT SECTOR SPDR ETF | 0 | 260 | +260 | 0 | 11,099 | +11,099 |
| GRANITESHARES 2X LONG AMD DAILY ETF | 0 | 700 | +700 | 0 | 10,885 | +10,885 |
| APPLIED DIGITAL CORPORATION COM NEW | 0 | 800 | +800 | 0 | 19,616 | +19,616 |
| TREVI THERAPEUTICS INCORPORATED | 0 | 2,000 | +2,000 | 0 | 25,040 | +25,040 |
| CALL: APPLIED OPTOELECTRONICS JUN 33 EXP 06/18/26 100 AAOI | 0 | 10 | +10 | 0 | 10,200 | +10,200 |
| PACER FDS TR DATA & DIGITAL REVOLUTION ETF | 0 | 150 | +150 | 0 | 9,609 | +9,609 |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | 0 | 78 | +78 | 0 | 9,314 | +9,314 |
| MESABI TR CTF BEN INT | 0 | 1,000 | +1,000 | 0 | 38,520 | +38,520 |
| LPL FINL HLDGS INCORPORATED | 0 | 100 | +100 | 0 | 35,717 | +35,717 |
| INFLARX NV (NETHERLANDS) | 0 | 9,000 | +9,000 | 0 | 9,090 | +9,090 |
| CISCO SYSTEMS INCORPORATED | 0 | 931 | +931 | 0 | 71,715 | +71,715 |
| VALE S A SPONSORED ADS (BRAZIL) | 0 | 3,500 | +3,500 | 0 | 45,605 | +45,605 |
| UNITED THERAPEUTICS CORPORATION DEL | 0 | 100 | +100 | 0 | 48,725 | +48,725 |
| INVESCO AI AND NEXT GEN SOFTWARE ETF | 0 | 1,240 | +1,240 | 0 | 73,743 | +73,743 |
| VERU INCORPORATED COM NEW | 0 | 3,000 | +3,000 | 0 | 6,420 | +6,420 |
| VIPER ENERGY INCORPORATED CLASS A | 0 | 164 | +164 | 0 | 6,335 | +6,335 |
| REGENERON PHARMACEUTICALS | 0 | 30 | +30 | 0 | 23,156 | +23,156 |