Chung Wu Investment Group, LLC historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 6 quarters from 2024-12-31 to 2026-06-30, Chung Wu Investment Group, LLC opened 261 positions, added to 128, reduced 190 and sold out of 125.
- Q3 2025: Stock UNH; Country of operation United States; Class COM; Shares before 1,840.
- Q3 2025: Stock MU; Country of operation United States; Class COM; Shares before 100.
- Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 18,318.
- Q3 2025: Stock MS; Country of operation United States; Class COM NEW; Shares before 1,300.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 2054278), 6 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-12); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-02); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-04); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-22); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-23). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2024-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2025 | UNH
UNITEDHEALTH GROUP INCORPORATED | United States | COM | 1,840 | 6,995 | +5,155 | $574,025 | $2,415,374 | +$1,841,349 | 2025-11-04 |
|---|
| Q3 2025 | MU
MICRON TECHNOLOGY INCORPORATED | United States | COM | 100 | 9,595 | +9,495 | $12,325 | $1,605,435 | +$1,593,110 | 2025-11-04 |
|---|
| Q3 2025 | AAPL
APPLE INCORPORATED | United States | COM | 18,318 | 20,634 | +2,316 | $3,758,304 | $5,254,035 | +$1,495,731 | 2025-11-04 |
|---|
| Q3 2025 | MS
MORGAN STANLEY COM NEW | United States | COM NEW | 1,300 | 9,660 | +8,360 | $183,118 | $1,535,554 | +$1,352,436 | 2025-11-04 |
|---|
| Q3 2025 | ALLY
ALLY FINL INCORPORATED | United States | COM | 12,000 | 38,890 | +26,890 | $467,400 | $1,524,488 | +$1,057,088 | 2025-11-04 |
|---|
| Q3 2025 | GS
GOLDMAN SACHS GROUP INCORPORATED | United States | COM | 970 | 2,080 | +1,110 | $686,518 | $1,656,408 | +$969,890 | 2025-11-04 |
|---|
| Q3 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 14,866 | 15,976 | +1,110 | $2,348,679 | $2,980,802 | +$632,123 | 2025-11-04 |
|---|
| Q3 2025 | APP
APPLOVIN CORPORATION COM CLASS A | United States | COM CL A | 1,020 | 1,140 | +120 | $357,082 | $819,136 | +$462,054 | 2025-11-04 |
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| Q3 2025 | MTZ
MASTEC INCORPORATED | United States | COM | 5,555 | 6,615 | +1,060 | $946,739 | $1,407,738 | +$460,999 | 2025-11-04 |
|---|
| Q3 2025 | VST
VISTRA CORPORATION | United States | COM | 5,425 | 7,565 | +2,140 | $1,051,419 | $1,482,135 | +$430,716 | 2025-11-04 |
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| Q3 2025 | AMD
ADVANCED MICRO DEVICES INCORPORATED | United States | COM | 100 | 2,655 | +2,555 | $14,190 | $429,552 | +$415,362 | 2025-11-04 |
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| Q3 2025 | NSC
NORFOLK SOUTHN CORPORATION | United States | COM | 200 | 1,500 | +1,300 | $51,194 | $450,615 | +$399,421 | 2025-11-04 |
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| Q3 2025 | GEV
GE VERNOVA INCORPORATED | United States | COM | 1,902 | 2,263 | +361 | $1,006,443 | $1,391,519 | +$385,076 | 2025-11-04 |
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| Q3 2025 | SNOW
SNOWFLAKE INCORPORATED COM SHS | United States | CL A | 50 | 1,745 | +1,695 | $11,189 | $393,585 | +$382,396 | 2025-11-04 |
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| Q3 2025 | AJG
GALLAGHER ARTHUR J & COMPANY | United States | COM | 62 | 1,012 | +950 | $19,847 | $313,457 | +$293,610 | 2025-11-04 |
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| Q3 2025 | MP
MP MATERIALS CORPORATION COM CLASS A | United States | COM CL A | 4,100 | 6,250 | +2,150 | $136,407 | $419,188 | +$282,781 | 2025-11-04 |
|---|
| Q3 2025 | GE
GE AEROSPACE COM NEW | United States | COM NEW | 3,370 | 3,729 | +359 | $867,404 | $1,121,758 | +$254,354 | 2025-11-04 |
|---|
| Q3 2025 | CCJ
CAMECO CORPORATION (CANADA) | | COM | 1,000 | 3,800 | +2,800 | $74,230 | $318,668 | +$244,438 | 2025-11-04 |
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| Q3 2025 | INTC
INTEL CORPORATION | United States | COM | 200 | 7,000 | +6,800 | $4,480 | $234,850 | +$230,370 | 2025-11-04 |
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| Q3 2025 | AAOI
APPLIED OPTOELECTRONICS INCORPORATED | United States | COM | 13,400 | 21,000 | +7,600 | $344,246 | $544,530 | +$200,284 | 2025-11-04 |
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| Q3 2025 | TTWO
TAKE-TWO INTERACTIVE SOFTWARE | United States | COM | 1,300 | 1,800 | +500 | $315,705 | $465,048 | +$149,343 | 2025-11-04 |
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| Q3 2025 | HD
HOME DEPOT INCORPORATED | United States | COM | 3,363 | 3,373 | +10 | $1,233,010 | $1,366,706 | +$133,696 | 2025-11-04 |
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| Q3 2025 | PANW
PALO ALTO NETWORKS INCORPORATED | United States | COM | 1,000 | 1,660 | +660 | $204,640 | $338,009 | +$133,369 | 2025-11-04 |
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| Q3 2025 | JOBY
JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS) | United States | COMMON STOCK | 500 | 7,000 | +6,500 | $5,275 | $112,980 | +$107,705 | 2025-11-04 |
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| Q3 2025 | WGS
GENEDX HOLDINGS CORPORATION COM CLASS A | United States | COM CL A | 3,300 | 3,600 | +300 | $304,623 | $387,864 | +$83,241 | 2025-11-04 |
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| Q3 2025 | VIK
VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) | United States | ORD SHS | 7,100 | 7,200 | +100 | $378,359 | $447,552 | +$69,193 | 2025-11-04 |
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| Q3 2025 | NFLX
NETFLIX INCORPORATED | United States | COM | 700 | 735 | +35 | $937,391 | $881,206 | -$56,185 | 2025-11-04 |
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| Q3 2025 | AMZN
AMAZON COM INCORPORATED | United States | COM | 3,496 | 3,746 | +250 | $766,987 | $822,509 | +$55,522 | 2025-11-04 |
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| Q3 2025 | AXP
AMERICAN EXPRESS COMPANY | United States | COM | 115 | 151 | +36 | $36,683 | $50,156 | +$13,473 | 2025-11-04 |
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