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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

Chung Wu Investment Group, LLC

Quarter ended Q2 2025 · Filed July 22, 2025 · Accession 0002054278-25-000003

Total Value
$95.9M
Positions
248
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (248)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES TR CORE S&P500 ETF46428720015,940$9.9M10.32%
2MICROSOFT CORPORATIONMSFT16,562$8.2M8.59%
3SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST78467X10915,048$6.6M6.91%
4JPMORGAN CHASE & COMPANY.VYLD15,317$4.4M4.63%
5EATON VANCE ENHANCED EQUITY INETN165,230$4.0M4.17%
6APPLE INCORPORATEDAAPL18,318$3.8M3.92%
7ANTERO MIDSTREAM CORPORATIONAM145,960$2.8M2.88%
8NVIDIA CORPORATIONNVDA14,866$2.3M2.45%
9SPDR S&P 500 ETFSPY3,780$2.3M2.43%
10JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF46654Q20338,986$2.1M2.21%
11JPMORGAN EQUITY PREMIUM INCOME ETF46641Q33235,922$2.0M2.13%
12EXXON MOBIL CORPORATIONXOM15,277$1.6M1.72%
13VISA INCORPORATED COM CLASS AV4,480$1.6M1.66%
14ONEOK INCORPORATED NEWOKE18,430$1.5M1.57%
15META PLATFORMS INCORPORATED CLASS AMETA1,750$1.3M1.35%
16ABBVIE INCORPORATEDABBV6,865$1.3M1.33%
17GOLDMAN SACHS S&P 500 PREMIUM INCOME ETFNVGLF25,460$1.3M1.32%
18MASTERCARD INCORPORATED CLASS AMA2,220$1.2M1.30%
19HOME DEPOT INCORPORATEDHD3,363$1.2M1.29%
20SIMON PROPERTY GROUP INCORPORATED NEW REIT8288061097,550$1.2M1.27%
21VISTRA CORPORATIONVST5,425$1.1M1.10%
22GE VERNOVA INCORPORATEDGEV1,902$1.0M1.05%
23MASTEC INCORPORATEDMTZ5,555$946,7390.99%
24NETFLIX INCORPORATEDNFLX700$937,3910.98%
25VIRTUS INFRACAP U.S. PREFERRED STOCK ETF26923G82244,240$921,5190.96%
26GE AEROSPACE COM NEW3696043013,370$867,4040.90%
27ISHARES TR DOW JONES US ETF4642878465,240$790,5800.82%
28AMAZON COM INCORPORATEDAMZN3,496$766,9870.80%
29COREWEAVE INCORPORATED COM CLASS ACRWV4,630$754,9680.79%
30PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN72650310540,278$737,9040.77%
31CHEVRON CORPORATION NEWCVX4,820$690,1760.72%
32GOLDMAN SACHS GROUP INCORPORATEDGSCE970$686,5180.72%
33AEROVIRONMENT INCORPORATEDAVAV2,400$683,8800.71%
34ENERGY TRANSFER L P COM UT LTD PTNET-PI37,072$672,1150.70%
35MICROSTRATEGY INCORPORATED CLASS A NEWSTRK1,635$660,9160.69%
36UNITEDHEALTH GROUP INCORPORATEDUNH1,840$574,0250.60%
37EOG RES INCORPORATEDEOG4,778$571,4970.60%
38BLACKSTONE INCORPORATEDBX3,790$566,9080.59%
39FISERV INCORPORATEDFISV3,260$562,0570.59%
40THE CIGNA GROUP1255231001,608$531,5730.55%
41PROSHARES ULTRA DOW3074347R3055,200$509,7560.53%
42GLOBAL X SILVER MINERS ETF37954Y84810,400$500,6560.52%
43ASTRAZENECA PLC SPONSORED ADRAZN7,050$492,6540.51%
44VANECK JUNIOR GOLD MINERS ETF92189F7917,150$483,2690.50%
45ALLY FINL INCORPORATED02005N10012,000$467,4000.49%
46PROSHARES ULTRA SEMICONDUCTORS74347R6696,080$449,9200.47%
47PROSHARES TR ULTRAPRO QQQ74347X8315,400$448,2000.47%
48COSTCO WHOLESALE CORPORATION NEW22160K105450$445,4730.46%
49MPLX LP COM UNIT REP LTDMPLXP8,500$437,8350.46%
50KINDER MORGAN INCORPORATED DELEP-PC14,050$413,0700.43%
51DOORDASH INCORPORATED CLASS ADASH1,600$394,4160.41%
52VIKING HOLDINGS LIMITED ORD SHS (BERMUDA)VIK7,100$378,3590.39%
53BANK AMERICA CORPORATION0605051047,950$376,1940.39%
54PALANTIR TECHNOLOGIES INCORPORATED CLASS APLTR2,680$365,3380.38%
55APPLOVIN CORPORATION COM CLASS AAPP1,020$357,0820.37%
56AXON ENTERPRISE INCORPORATEDAXON430$356,0140.37%
57VERTIV HOLDINGS COMPANY COM CLASS AVRT2,690$345,4230.36%
58APPLIED OPTOELECTRONICS INCORPORATEDAAOI13,400$344,2460.36%
59TAKE-TWO INTERACTIVE SOFTWARETTWO1,300$315,7050.33%
60ISHARES TR MSCI EMG MKT ETF4642872346,400$308,7360.32%
61GENEDX HOLDINGS CORPORATION COM CLASS AWGSWW3,300$304,6230.32%
62HOWMET AEROSPACE INCORPORATEDHWM1,600$297,8080.31%
63DIREXION DAILY TSLA BULL 2X SHARES25460G28624,500$289,3450.30%
64EXPEDIA GROUP INCORPORATED COM NEWEXPE1,700$286,7560.30%
65UBER TECHNOLOGIES INCORPORATEDUBER3,000$279,9000.29%
66HERCULES CAPITAL INCORPORATEDHCXY15,178$277,4540.29%
67INTUITIVE SURGICAL INCORPORATED COM NEWISRG500$271,7050.28%
68WALMART INCORPORATEDWMT2,734$267,3310.28%
69PROSHARES ULTRA S&P50074347R1072,720$265,7980.28%
70INVESCO QQQ TRIVZ460$253,7540.26%
71DUKE ENERGY CORPORATION NEW COM NEWDUKB2,018$238,1240.25%
72PROSHARES ULTRA QQQ74347R2062,000$235,4200.25%
73FIRST TRUST ISE CLOUD COMPUTING INDEX FUND33734X1921,930$234,7650.24%
74AMENTUM HOLDINGS INCORPORATEDAMTM9,744$230,0560.24%
75NUSCALE PWR CORPORATION CLASS A COMNU5,500$217,5800.23%
76GOLDMAN SACHS NASDAQ 100 PREMIUM INCOME ETFNVGLF4,200$209,2020.22%
77PALO ALTO NETWORKS INCORPORATEDPANW1,000$204,6400.21%
78LOWES COMPANIES INCORPORATED548661107875$194,1360.20%
79MORGAN STANLEY COM NEWMS-PQ1,300$183,1180.19%
80LIFE TIME GROUP HOLDINGS INCORPORATED COMMON STOCKLTH6,000$181,9800.19%
81TAIWAN SEMICONDUCTOR MFG LIMITED SPONSORED ADS874039100800$181,1920.19%
82DICKS SPORTING GOODS INCORPORATED253393102900$178,0290.19%
83INSMED INCORPORATED COM PAR $.01INSM1,720$173,1010.18%
84ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL)ZIM10,700$172,1630.18%
85FLUOR CORPORATION NEWFLR3,346$171,5490.18%
86NATERA INCORPORATEDNTRA1,000$168,9400.18%
87ISHARES INCORPORATED MSCI HONG KG ETF4642868718,500$168,8100.18%
88NEXTERA ENERGY INCORPORATEDNEE-PW2,400$166,6080.17%
89VERIZON COMMUNICATIONS INCORPORATEDVZ3,680$159,2340.17%
90SELECT STOXX EUROPE AEROSPACE & DEFENSE ETF84858T7723,600$155,3400.16%
91RTX CORPORATIONRTX1,060$154,7810.16%
92GRANITESHARES 2X LONG TSLA DAILY ETF38747R7778,000$151,2800.16%
93ELEVANCE HEALTH INCORPORATEDELV380$147,8050.15%
94BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEWBRK-A300$145,7310.15%
95VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF92206C8701,743$144,5300.15%
96MP MATERIALS CORPORATION COM CLASS AMP4,100$136,4070.14%
97SPDR GOLD SHARESGLD358$109,1290.11%
98SUN LIFE FINANCIAL INCORPORATED. (CANADA)SUNFF1,553$103,1970.11%
99ALPHABET INCORPORATED CAP STK CLASS AGOOG580$102,2130.11%
100APPLIED DIGITAL CORPORATION COM NEWAPLD10,120$101,9080.11%
101DIREXION DAILY S&P 500 BULL 2X SHARES25459Y165640$100,1660.10%
102GRAYSCALE ETHEREUM TRUST ETF3896381074,800$100,1280.10%
103SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LPSUN1,800$96,4620.10%
104TESLA INCORPORATEDTSLA300$95,2980.10%
105JACOBS SOLUTIONS INCORPORATEDJ702$92,2780.10%
106LEIDOS HOLDINGS INCORPORATEDLDOS550$86,7680.09%
107VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW922908363150$85,2050.09%
108COCA COLA COMPANYKO1,200$84,9000.09%
109TJX COMPANIES INCORPORATED NEW872540109680$83,9730.09%
110BLACKROCK MUNIYILD QULT FD INCORPORATEDBLK7,000$77,7700.08%
111ENTERPRISE PRODUCTS PARTNERS L P2937921072,500$77,5250.08%
112TRANSDIGM GROUP INCORPORATEDTDG50$76,0320.08%
113CAMECO CORP (CANADA)CCJ1,000$74,2300.08%
114FS KKR CAP CORPORATIONFSK3,500$72,6250.08%
115NUVEEN AMT FREE MUN CR INCORPORATED FDNU6,000$71,5800.07%
116NUVEEN QUALITY MUNCP INCOME FDNU6,000$67,7400.07%
117NUVEEN AMT FREE QLTY MUN INCMENU6,000$65,5200.07%
118CISCO SYSTEMS INCORPORATEDCSCO931$64,5930.07%
119BLACKROCK MUNIYIELD QUALITY FDBLK6,000$62,9400.07%
120VANECK URANIUM AND NUCLEAR ETF92189F601550$61,1490.06%
121INVESCO AI AND NEXT GEN SOFTWARE ETFIVZ1,240$60,9400.06%
122FERRARI N V (NETHERLANDS)RACE120$58,8890.06%
123GLOBAL X NASDAQ 100 COVERED CALL ETF37954Y4833,400$56,8480.06%
124CHENIERE ENERGY PARTNERS LP COM UNITLNG1,000$56,0500.06%
125KINETIK HOLDINGS INCORPORATED COM NEW CLASS AKNTK1,260$55,5030.06%
126SOUTHERN COMPANYSOMN600$55,0980.06%
127TARGA RES CORPORATIONTRGP300$52,2240.05%
128NORFOLK SOUTHN CORPORATION655844108200$51,1940.05%
129DELTA AIR LINES INCORPORATED DEL COM NEWDAL1,000$49,1800.05%
130EATON VANCE TX ADV GLBL DIV FDETN2,300$48,1620.05%
131ISHARES TR CORE HIGH DV ETF46429B663400$46,8680.05%
132MERCK & COMPANY INCORPORATEDMRK573$45,3590.05%
133PROGRESSIVE CORPORATION743315103150$40,0290.04%
134SPDR TECHNOLOGY SELECT SECTOR FUND81369Y803158$40,0100.04%
135MACH NATURAL RESOURCES LP COM UNIT LTD PARMNR2,600$37,5440.04%
136ISHARES TR CHINA LG-CAP ETF4642871841,000$36,7600.04%
137AMERICAN EXPRESS COMPANYAXP115$36,6830.04%
138CHART INDUSTRIES INCORPORATED16115Q308220$36,2230.04%
139TENET HEALTHCARE CORPORATION COM NEWTHC200$35,2000.04%
140VALE S A SPONSORED ADS (BRAZIL)VALE3,500$33,9850.04%
141BLACKROCK ENHANCED EQUITY DIVIBLK3,607$32,0660.03%
142QUALCOMM INCORPORATEDQCOM200$31,8520.03%
143PETROLEO BRASILEIRO SA PETROBR SPONSORED ADR (BRAZIL)71654V4082,500$31,2750.03%
144SYSCO CORPORATIONSYY400$30,2960.03%
145EAST WEST BANCORP INCORPORATEDEWBC300$30,2940.03%
146NNN REIT INCORPORATED REITNNN700$30,2260.03%
147EXTRA SPACE STORAGE INCORPORATED REITEXR200$29,4880.03%
148CENTERPOINT ENERGY INCORPORATEDCNP800$29,3920.03%
149STAG INDL INCORPORATED REIT85254J102800$29,0240.03%
150RLI CORPORATIONRLI400$28,8880.03%
151UNITED THERAPEUTICS CORPORATION DELUTHR100$28,7350.03%
152ISHARES TR EXPANDED TECH464287515250$27,3750.03%
153FIRST TRUST DOW JONES INTERNET INDEX FUND33733E302100$26,9330.03%
154HCA HEALTHCARE INCORPORATEDHCA70$26,8170.03%
155KEURIG DR PEPPER INCORPORATEDKDP800$26,4480.03%
156HOLOGIC INCORPORATEDHOLX400$26,0640.03%
157HONEYWELL INTERNATIONAL INCORPORATED438516106111$25,8500.03%
158LOUISIANA PAC CORPORATIONLPX300$25,7970.03%
159ISHARES TR US HLTHCR PR ETF464288828500$24,3250.03%
160MESABI TR CTF BEN INTMSB1,000$23,9600.02%
161T-MOBILE US INCORPORATEDTMUSZ100$23,8260.02%
162D-WAVE QUANTUM INCORPORATEDQBTS1,600$23,4240.02%
163JOHN HANCOCK MULTIFACTOR MID CAP ETF47804J206366$22,3740.02%
164KIMBELL RTY PARTNERS LP UNIT49435R1021,600$22,3360.02%
165MARSH & MCLENNAN COMPANIES INCORPORATED571748102102$22,3010.02%
166NXP SEMICONDUCTORS N V (NETHERLANDS)NXPI100$21,8490.02%
167MOTOROLA SOLUTIONS INCORPORATED COM NEWMSI50$21,0230.02%
168ON HLDG AG NAMEN AKT A (SWITZERLAND)H5919C104400$20,8200.02%
169GALLAGHER ARTHUR J & COMPANY36357610962$19,8470.02%
170ISHARES TR RUS 1000 VAL ETF464287598100$19,4230.02%
171AFLAC INCORPORATEDAFL170$17,9280.02%
172ISHARES INCORPORATED MSCI EURZONE ETF464286608300$17,8350.02%
173MCDONALDS CORPORATIONMCD60$17,5300.02%
174VERU INCORPORATEDVERU30,000$17,4540.02%
175CHIPOTLE MEXICAN GRILL INCORPORATEDCMG300$16,8450.02%
176GRINDR INCORPORATEDGRND700$15,8900.02%
177REGENERON PHARMACEUTICALSREGN30$15,7500.02%
178JOHNSON & JOHNSONJNJ100$15,2750.02%
179UNITED PARCEL SERVICE INCORPORATED CLASS BUPS150$15,1410.02%
180NEOS S&P 500 HIGH INCOME ETF78433H303300$15,0960.02%
181ANALOG DEVICES INCORPORATEDADI63$14,9950.02%
182ABBOTT LABSABLZF108$14,6890.02%
183SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS (SINGAPORE)SE100$14,4330.02%
184ADVANCED MICRO DEVICES INCORPORATEDAMD100$14,1900.01%
185GRANITESHARES 2X LONG NVDA DAILY ETF38747R827200$14,0840.01%
186STARWOOD PROPERTY TR INCORPORATED REITSTHO700$14,0490.01%
187BRISTOL-MYERS SQUIBB COMPANYCELG-RI300$13,8870.01%
188CONOCOPHILLIPSCOP150$13,4610.01%
189EXPEDITORS INTERNATIONAL WASH INCORPORATED302130109116$13,2530.01%
190BHP GROUP LIMITED SPONSORED ADS (AUSTRALIA)BHPLF268$12,8880.01%
191CAVA GROUP INCORPORATEDCAVA150$12,6350.01%
192MICRON TECHNOLOGY INCORPORATEDMU100$12,3250.01%
193SCHLUMBERGER LIMITED COM STK (CURACAO)SLB356$12,0330.01%
194PHILLIPS 66PSX100$11,9300.01%
195SNOWFLAKE INCORPORATED CLASS ASNOW50$11,1890.01%
196CARRIER GLOBAL CORPORATIONCARR150$10,9790.01%
197TREVI THERAPEUTICS INCORPORATEDTRVI2,000$10,9400.01%
198TRAVELERS COMPANIES INCORPORATEDTRV40$10,7020.01%
199SPDR UTILITIES SELECT SECTOR FUND81369Y886130$10,6160.01%
200INVESCO S&P 500 TOP 50 ETFIVZ200$10,4200.01%
201KODIAK GAS SVCS INCORPORATED50012A108300$10,2810.01%
202IRON MTN INCORPORATED DEL REIT46284V101100$10,2570.01%
203NEW YORK MTG TR INCORPORATED REITADAMZ1,500$10,0500.01%
204BROOKFIELD INFRAST PARTNERS LP LP INT UNIT (BERMUDA)G16252101300$10,0500.01%
205STARBUCKS CORPORATIONSBUX100$9,1630.01%
206KAYNE ANDERSON ENERGY INFRSTR486606106719$9,1460.01%
207ISHARES TR S&P MC 400GR ETF464287606100$9,0980.01%
208DIREXION DAILY MAGNIFICENT 7 BULL 2X SHARES25461A650200$8,6820.01%
209ISHARES TR RUSSELL 2000 ETF46428765540$8,6320.01%
210NORTHERN OIL & GAS INCORPORATEDNOG300$8,5050.01%
211SPDR CONSUMER DISCRETIONARY SELECT SECTOR FUND81369Y40739$8,4760.01%
212OCCIDENTAL PETE CORPORATION674599105200$8,4020.01%
213BLACKROCK INCORPORATEDBLK8$8,3940.01%
214ISHARES TR S&P SML 600 GWT46428788762$8,2480.01%
215HORIZON TECHNOLOGY FIN CORPORATIONHTFC1,100$7,9200.01%
216ELLINGTON FINANCIAL INCORPORATED REITEFC-PD600$7,7940.01%
217FLAHERTY & CRUMRINE TOTAL RETUFLC400$6,8000.01%
218PEPSICO INCORPORATEDPEP50$6,6020.01%
219FS CREDIT OPPORTUNITIES CORPORATION COMMON STOCKFSCO900$6,5340.01%
220SITIO ROYALTIES CORPORATION CLASS A COM82983N108339$6,2310.01%
221PROCTER AND GAMBLE COMPANY74271810939$6,2130.01%
222SERVICENOW INCORPORATEDNOW6$6,1680.01%
223YIELDMAX MAGNIFICIENT 7 FUND OF OPTION INCOME ETFS88636J642400$6,1000.01%
224STMICROELECTRONICS NV (NETHERLANDS)STMEF200$6,0820.01%
225DOMINION ENERGY INCORPORATEDD100$5,6520.01%
226RITHM CAPITAL CORPORATION COM NEW REITRITM-PF500$5,6450.01%
227PNC FINL SVCS GROUP INCORPORATED69347510530$5,5930.01%
228ZILLOW GROUP INCORPORATED CLASS AZ80$5,4790.01%
229JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS)JOBY-WT500$5,2750.01%
230DIREXION DAILY MSFT BULL 2X SHARES25461A866100$4,9680.01%
231INVESCO DWA INDUSTRIALS MOMENTUM ETFIVZ30$4,7120.00%
232IVANHOE ELECTRIC INCORPORATEDIE500$4,5350.00%
233INTEL CORPORATIONINTC200$4,4800.00%
234KKR REAL ESTATE FIN TR INCORPORATED REITKKRT500$4,3850.00%
235CUBESMART REITCUBE100$4,2500.00%
236ALNYLAM PHARMACEUTICALS INCORPORATEDALNY13$4,2390.00%
237DYNEX CAP INCORPORATED REITDX-PC333$4,0690.00%
238TWO HBRS INVT CORPORATION REIT90187B804375$4,0390.00%
239ISHARES TR S&P MC 400VL ETF46428770532$3,9550.00%
240FORD MTR COMPANY345370860300$3,2550.00%
241LUMEN TECHNOLOGIES INCORPORATEDLUMN500$2,1900.00%
242NEW FORTRESS ENERGY INCORPORATED COM CLASS ANFE500$1,6600.00%
243SURO CAPITAL CORPORATION COM NEWSSSSL200$1,6420.00%
244TRUMP MEDIA & TECHNOLOGY GROUPDJTWW90$1,6240.00%
245MAGNA INTERNATIONAL INCORPORATED (CANADA)55922240140$1,5440.00%
246RIGETTI COMPUTING INCORPORATED COMMON STOCKRGTIW100$1,1860.00%
247SOUNDHOUND AI INCORPORATED CLASS A COMSOUNW100$1,0730.00%
248GRANITE PT MTG TR INCORPORATED COM STK REIT38741L107284$7010.00%