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.
- Q4 2025: Stock DAL; Country of operation United States; Class COM NEW; Shares before 1,000.
- Q4 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 16,562.
- Q4 2025: Stock JPM; Country of operation United States; Class COM; Shares before 15,317.
- Q4 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 20,634.
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 |
|---|
| Q4 2025 | DAL
DELTA AIR LINES INCORPORATED DEL COM NEW | United States | COM NEW | 1,000 | 9,020 | +8,020 | $56,750 | $625,988 | +$569,238 | 2026-02-02 |
|---|
| Q4 2025 | MSFT
MICROSOFT CORPORATION | United States | COM | 16,562 | 16,752 | +190 | $8,578,288 | $8,101,602 | -$476,686 | 2026-02-02 |
|---|
| Q4 2025 | JPM
JPMORGAN CHASE & COMPANY. | United States | COM | 15,317 | 16,317 | +1,000 | $4,831,441 | $5,257,664 | +$426,223 | 2026-02-02 |
|---|
| Q4 2025 | AAPL
APPLE INCORPORATED | United States | COM | 20,634 | 20,864 | +230 | $5,254,035 | $5,672,087 | +$418,052 | 2026-02-02 |
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| Q4 2025 | NFLX
NETFLIX INCORPORATED | United States | COM | 735 | 5,900 | +5,165 | $881,206 | $553,184 | -$328,022 | 2026-02-02 |
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| Q4 2025 | ABBV
ABBVIE INCORPORATED | United States | COM | 6,845 | 8,345 | +1,500 | $1,584,891 | $1,906,749 | +$321,858 | 2026-02-02 |
|---|
| Q4 2025 | CCJ
CAMECO CORPORATION (CANADA) | | COM | 3,800 | 6,530 | +2,730 | $318,668 | $597,430 | +$278,762 | 2026-02-02 |
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| Q4 2025 | PVLA
PALVELLA THERAPEUTICS INCORPORATED NEW | United States | COM | 200 | 2,600 | +2,400 | $12,538 | $272,142 | +$259,604 | 2026-02-02 |
|---|
| Q4 2025 | GEV
GE VERNOVA INCORPORATED | United States | COM | 2,263 | 2,517 | +254 | $1,391,519 | $1,645,036 | +$253,517 | 2026-02-02 |
|---|
| Q4 2025 | WPM
WHEATON PRECIOUS METALS CORPORATION (CANADA) | | COM | 130 | 2,130 | +2,000 | $14,539 | $250,318 | +$235,779 | 2026-02-02 |
|---|
| Q4 2025 | GS
GOLDMAN SACHS GROUP INCORPORATED | United States | COM | 2,080 | 2,135 | +55 | $1,656,408 | $1,876,665 | +$220,257 | 2026-02-02 |
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| Q4 2025 | AAOI
APPLIED OPTOELECTRONICS INCORPORATED | United States | COM | 21,000 | 21,900 | +900 | $544,530 | $763,434 | +$218,904 | 2026-02-02 |
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| Q4 2025 | HONZZZZ
HONEYWELL INTERNATIONAL INCORPORATED | | COM | 76 | 1,126 | +1,050 | $15,998 | $219,671 | +$203,673 | 2026-02-02 |
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| Q4 2025 | MS
MORGAN STANLEY COM NEW | United States | COM NEW | 9,660 | 9,705 | +45 | $1,535,554 | $1,722,929 | +$187,375 | 2026-02-02 |
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| Q4 2025 | HWM
HOWMET AEROSPACE INCORPORATED | United States | COM | 1,600 | 2,300 | +700 | $313,968 | $471,546 | +$157,578 | 2026-02-02 |
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| Q4 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 15,976 | 16,796 | +820 | $2,980,802 | $3,132,454 | +$151,652 | 2026-02-02 |
|---|
| Q4 2025 | VIK
VIKING HOLDINGS LIMITED ORD SHS (BERMUDA) | United States | ORD SHS | 7,200 | 8,290 | +1,090 | $447,552 | $591,989 | +$144,437 | 2026-02-02 |
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| Q4 2025 | GOOG
ALPHABET INCORPORATED CAP STK CLASS C | United States | CAP STK CL C | 570 | 870 | +300 | $138,824 | $273,006 | +$134,182 | 2026-02-02 |
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| Q4 2025 | SEI
SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A | United States | COM CL A | 1,300 | 4,000 | +2,700 | $51,961 | $183,880 | +$131,919 | 2026-02-02 |
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| Q4 2025 | MTZ
MASTEC INCORPORATED | United States | COM | 6,615 | 6,985 | +370 | $1,407,738 | $1,518,329 | +$110,591 | 2026-02-02 |
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| Q4 2025 | PAA
PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN | United States | UNIT LTD PARTN | 35,279 | 39,479 | +4,200 | $601,853 | $709,036 | +$107,183 | 2026-02-02 |
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| Q4 2025 | WBD
WARNER BROS DISCOVERY INCORPORATED COM SER A | United States | COM SER A | 4,800 | 5,000 | +200 | $93,744 | $144,100 | +$50,356 | 2026-02-02 |
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| Q4 2025 | MRK
MERCK & COMPANY INCORPORATED | United States | COM | 300 | 600 | +300 | $25,179 | $63,156 | +$37,977 | 2026-02-02 |
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| Q4 2025 | NEM
NEWMONT CORPORATION | United States | COM | 280 | 530 | +250 | $23,607 | $52,921 | +$29,314 | 2026-02-02 |
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| Q4 2025 | DYN
DYNE THERAPEUTICS INCORPORATED | United States | COM | 2,400 | 2,800 | +400 | $30,360 | $54,768 | +$24,408 | 2026-02-02 |
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| Q4 2025 | KTOS
KRATOS DEFENSE & SEC SOLUTIONS COM NEW | United States | COM NEW | 8,260 | 9,760 | +1,500 | $754,716 | $740,882 | -$13,834 | 2026-02-02 |
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| Q4 2025 | APLD
APPLIED DIGITAL CORPORATION COM NEW | United States | COM NEW | 400 | 800 | +400 | $9,176 | $19,616 | +$10,440 | 2026-02-02 |
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| Q4 2025 | TRVI
TREVI THERAPEUTICS INCORPORATED | United States | COM | 1,600 | 2,000 | +400 | $14,640 | $25,040 | +$10,400 | 2026-02-02 |
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| Q4 2025 | LPLA
LPL FINL HLDGS INCORPORATED | United States | COM | 80 | 100 | +20 | $26,615 | $35,717 | +$9,102 | 2026-02-02 |
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| Q4 2025 | JOBY
JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS) | United States | COMMON STOCK | 7,000 | 9,000 | +2,000 | $112,980 | $118,800 | +$5,820 | 2026-02-02 |
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| Q4 2025 | DJT
TRUMP MEDIA & TECHNOLOGY GROUP | United States | COM | 90 | 420 | +330 | $1,478 | $5,561 | +$4,083 | 2026-02-02 |
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| Q4 2025 | NOW
SERVICENOW INCORPORATED | United States | COM | 6 | 30 | +24 | $5,522 | $4,596 | -$926 | 2026-02-02 |
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