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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464288828
Shares:4.5K
Value:$237.6K
% of Portfolio:0.3% ($237.6K/$83.7M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
Walmart Inc.(WMTcusip931142103) | 2.7K | YoY- | All Managers (Combined) | $240.0K | 0.3% ($240.0K/$83.7M) | YoY- |
(cusip464288828)✕ | 4.5K | QoQ NEW(+4.5K) YoY- | All Managers (Combined) | $237.6K | 0.3% ($237.6K/$83.7M) | QoQ NEW(+$237.6K) YoY- |
On Holding AG(ONONcusipH5919C104) | 5.3K | QoQ NEW(+5.3K) YoY- | All Managers (Combined) | $232.8K | 0.3% ($232.8K/$83.7M) | QoQ NEW(+$232.8K) YoY- |
3.0K | QoQ NEW(+3.0K) YoY- | All Managers (Combined) | $218.6K | 0.3% ($218.6K/$83.7M) | QoQ NEW(+$218.6K) YoY- | |
1.6K | QoQ NEW(+1.6K) YoY- | All Managers (Combined) | $207.6K | 0.2% ($207.6K/$83.7M) | QoQ NEW(+$207.6K) YoY- | |
CINTAS CORP(CTAScusip172908105) | 1.0K | QoQ NEW(+1.0K) YoY- | All Managers (Combined) | $205.5K | 0.2% ($205.5K/$83.7M) | QoQ NEW(+$205.5K) YoY- |
875 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $204.1K | 0.2% ($204.1K/$83.7M) | YoY- | |
1.4K | YoY- | All Managers (Combined) | $202.1K | 0.2% ($202.1K/$83.7M) | YoY- |