Chung-Wu-Investment-Group

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-23
Total Holdings
68
Total Value
83661647
Accession Number
0001085146-25-002297
Form Type
13F-HR
Manager Name
Chung-Wu-Investment-Group
Data Enrichment
90% identified
61 identified7 unidentified

Holdings

68 positions • $83.7M total value
Manager:
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Mastercard Inc
Shares:2.2K
Value:$1.2M
% of Portfolio:1.5% ($1.2M/$83.7M)
Meta Platforms, Inc.
Shares:1.9K
Value:$1.1M
% of Portfolio:1.3% ($1.1M/$83.7M)
464287846
Shares:6.4K
Value:$867.0K
% of Portfolio:1.0% ($867.0K/$83.7M)
GENERAL ELECTRIC CO
Shares:4.3K
Value:$853.6K
% of Portfolio:1.0% ($853.6K/$83.7M)
AMAZON COM INC
Shares:4.3K
Value:$817.4K
% of Portfolio:1.0% ($817.4K/$83.7M)
FISERV INC
Shares:3.6K
Value:$786.2K
% of Portfolio:0.9% ($786.2K/$83.7M)
PLAINS ALL AMERICAN PIPELINE LP
Shares:39.3K
Value:$785.6K
% of Portfolio:0.9% ($785.6K/$83.7M)
92189F791
Shares:12.5K
Value:$715.0K
% of Portfolio:0.9% ($715.0K/$83.7M)
GE Vernova Inc.
Shares:2.3K
Value:$693.3K
% of Portfolio:0.8% ($693.3K/$83.7M)
Energy Transfer LP
Shares:37.1K
Value:$689.2K
% of Portfolio:0.8% ($689.2K/$83.7M)
EOG RESOURCES INC
Shares:4.8K
Value:$612.7K
% of Portfolio:0.7% ($612.7K/$83.7M)
NETFLIX INC
Shares:645
Value:$601.5K
% of Portfolio:0.7% ($601.5K/$83.7M)
ASTRAZENECA PLC
Shares:7.3K
Value:$540.2K
% of Portfolio:0.6% ($540.2K/$83.7M)
BERKSHIRE HATHAWAY INC
Shares:1.0K
Value:$532.6K
% of Portfolio:0.6% ($532.6K/$83.7M)
GOLDMAN SACHS GROUP INC
Shares:970
Value:$529.9K
% of Portfolio:0.6% ($529.9K/$83.7M)
Cigna Group
Shares:1.5K
Value:$496.1K
% of Portfolio:0.6% ($496.1K/$83.7M)
CHEVRON CORP
Shares:2.9K
Value:$485.1K
% of Portfolio:0.6% ($485.1K/$83.7M)
Shares:8.8K
Value:$471.0K
% of Portfolio:0.6% ($471.0K/$83.7M)
Blackstone Inc.
Shares:3.3K
Value:$459.9K
% of Portfolio:0.5% ($459.9K/$83.7M)
MICROSTRATEGY Inc
Shares:1.5K
Value:$442.5K
% of Portfolio:0.5% ($442.5K/$83.7M)