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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 $83,661,647
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 18,250 $10,254,675 12.26%
2.
Spdr Dow Jones Ind Avg Etf Trust
 DIA 17,950 $7,536,846 9.01%
3.
Microsoft Corp
 MSFT 17,302 $6,494,998 7.76%
4.
Apple Inc.
 AAPL 23,703 $5,265,147 6.29%
5.
Jpmorgan Chase & Co
 JPM 15,317 $3,757,260 4.49%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)