Chung-Wu-Investment-Group
AI_NATIVE detailed information: This accession holds the following tickers:[ "WGS", "ONON", "MPLX", null, "ABBV", "BABA", "PAA", "GDXJ", "AM", "LOW", null, "DUK", "EOG", "EXPE", "VIK", "HD", "AZN", null, "HWM", "META", "KMI", "MA", "MSFT", "TMUS", "GE", "BX", "OKE", "EOS", "DASH", null, "HTGC", "IVV", "UNH", "AAPL", "SPY", "NVDA", "GS", "PLTR", "VZ", "MSTR", "SPG", "CI", "UBER", null, "TRGP", "FI", "AJG", "AMZN", "TTWO", null, "V", "WMT", "ET", "MTZ", "DIA", null, "GEV", "BAC", "BRK-B", "CVX", "GTLS", "CTAS", "COST", "XOM", "TSLA", "NFLX", "PM", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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% identified61 identified7 unidentified
Holdings
68 positions • $83.7M total value
Manager:
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38149W630
Shares:7.9K
Value:$352.3K
% of Portfolio:0.4% ($352.3K/$83.7M)
Shares:1.7K
Value:$348.2K
% of Portfolio:0.4% ($348.2K/$83.7M)
Shares:3.5K
Value:$293.7K
% of Portfolio:0.4% ($293.7K/$83.7M)
Shares:1.6K
Value:$254.0K
% of Portfolio:0.3% ($254.0K/$83.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
MASTEC INC(MTZcusip576323109) | 3.5K | QoQ -3.55% (-130)YoY- | All Managers (Combined) | $412.0K | 0.5% ($412.0K/$83.7M) | YoY- |
14.1K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $400.8K | 0.5% ($400.8K/$83.7M) | YoY- | |
1.0K | QoQ NEW(+1.0K) YoY- | All Managers (Combined) | $356.3K | 0.4% ($356.3K/$83.7M) | QoQ NEW(+$356.3K) YoY- | |
(cusip38149W630)✕ | 7.9K | YoY- | All Managers (Combined) | $352.3K | 0.4% ($352.3K/$83.7M) | YoY- |
1.7K | QoQ NEW(+1.7K) YoY- | All Managers (Combined) | $348.2K | 0.4% ($348.2K/$83.7M) | QoQ NEW(+$348.2K) YoY- | |
8.0K | QoQ -1.24% (-100)YoY- | All Managers (Combined) | $331.8K | 0.4% ($331.8K/$83.7M) | YoY- | |
350 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $331.0K | 0.4% ($331.0K/$83.7M) | YoY- | |
Tesla, Inc.(TSLAcusip88160R101) | 1.2K | QoQ NEW(+1.2K) YoY- | All Managers (Combined) | $313.6K | 0.4% ($313.6K/$83.7M) | QoQ NEW(+$313.6K) YoY- |
3.5K | YoY- | All Managers (Combined) | $293.7K | 0.4% ($293.7K/$83.7M) | YoY- | |
DoorDash, Inc.(DASHcusip25809K105) | 1.6K | QoQ NEW(+1.6K) YoY- | All Managers (Combined) | $292.4K | 0.3% ($292.4K/$83.7M) | QoQ NEW(+$292.4K) YoY- |
15.2K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $291.6K | 0.3% ($291.6K/$83.7M) | YoY- | |
1.4K | QoQ NEW(+1.4K) YoY- | All Managers (Combined) | $280.7K | 0.3% ($280.7K/$83.7M) | QoQ NEW(+$280.7K) YoY- | |
7.0K | QoQ +1.44% (-100)YoY- | All Managers (Combined) | $278.3K | 0.3% ($278.3K/$83.7M) | YoY- | |
3.0K | QoQ NEW(+3.0K) YoY- | All Managers (Combined) | $270.1K | 0.3% ($270.1K/$83.7M) | QoQ NEW(+$270.1K) YoY- | |
1.0K | QoQ NEW(+1.0K) YoY- | All Managers (Combined) | $266.7K | 0.3% ($266.7K/$83.7M) | QoQ NEW(+$266.7K) YoY- | |
2.0K | QoQ NEW(+2.0K) YoY- | All Managers (Combined) | $264.5K | 0.3% ($264.5K/$83.7M) | QoQ NEW(+$264.5K) YoY- | |
5.7K | QoQ NEW(+5.7K) YoY- | All Managers (Combined) | $257.6K | 0.3% ($257.6K/$83.7M) | QoQ NEW(+$257.6K) YoY- | |
1.6K | QoQ NEW(+1.6K) YoY- | All Managers (Combined) | $254.0K | 0.3% ($254.0K/$83.7M) | QoQ NEW(+$254.0K) YoY- | |
1.5K | YoY- | All Managers (Combined) | $252.2K | 0.3% ($252.2K/$83.7M) | YoY- | |
Duke Energy CORP(DUKcusip26441C204) | 2.0K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $246.1K | 0.3% ($246.1K/$83.7M) | YoY- |