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Home > Institutional Investor > Chung Wu Investment Group, Llc > Profile

Instuitional Investor - Chung Wu Investment Group, Llc

Fund Profile
Filing Period:
Fund Name: Chung Wu Investment Group, Llc
Portfolio Value $122,278,477
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 16,163 $11,070,685 9.05%
2.
Microsoft Corp
 MSFT 16,752 $8,101,602 6.63%
3.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 15,365 $7,383,958 6.04%
4.
Neos S&P 500 High Income Etf - NEOS S&P 500 HI
 119,460 $6,275,234 5.13%
5.
Neos Nasdaq 100 High Income Etf
 114,456 $6,164,600 5.04%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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