Investments: Chung Wu Investment Group, LLC

Absolutes institutionelles Investment pro Aktie über die letzten 4 Quartale (13F-Daten).
Details & Interpretation
Spalten: Investment ($) = Gesamtwert aller institutionellen Positionen in USD. QoQ Veränd. = Differenz zum Vorquartal. Anz. Fonds = Anzahl investierender Fonds.
Klick auf Aktie öffnet den Detail-Report mit allen einzelnen Fondsgesellschaften.
AktieTicker2025/Q42025/Q32025/Q2
Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)Investment ($)QoQ Veränd. ($)
104.656.296 $+932.231 $104.763.090 $+14.788.891 $90.763.770 $+90.763.770 $
BANK OF AMERICA CORP /DE/BAC53.721.307 $-110.016 $53.831.323 $+3.123.681 $50.707.642 $+50.707.642 $
MICROSOFT CORPMSFT8.101.602 $-476.686 $8.578.288 $+340.184 $8.238.104 $+8.238.104 $
APPFOLIO INCAPPF5.672.087 $+418.052 $5.254.035 $+1.495.731 $3.758.304 $+3.758.304 $
JPMORGAN CHASE & COJPM5.257.664 $+426.223 $4.831.441 $+390.890 $4.440.551 $+4.440.551 $
NVIDIA CORPNVDA3.132.454 $+151.652 $2.980.802 $+632.123 $2.348.679 $+2.348.679 $
Antero Midstream CorpAM2.257.551 $-257.985 $2.515.536 $-250.406 $2.765.942 $+2.765.942 $
MICRON TECHNOLOGY INCMU2.607.220 $+1.001.785 $1.605.435 $+1.593.110 $12.325 $+12.325 $
UNITEDHEALTH GROUP INCUNH1.675.308 $-740.066 $2.415.374 $+1.841.349 $574.025 $+574.025 $
MORGAN STANLEYMS2.124.649 $-258.234 $2.382.883 $+1.272.146 $1.110.737 $+1.110.737 $
AbbVie Inc.ABBV1.906.749 $+321.858 $1.584.891 $+310.610 $1.274.281 $+1.274.281 $
GOLDMAN SACHS GROUP INCGS1.876.665 $+220.257 $1.656.408 $+969.890 $686.518 $+686.518 $
EXXON MOBIL CORPXOM1.797.519 $+102.097 $1.695.422 $+48.561 $1.646.861 $+1.646.861 $
MASTEC INCMTZ1.518.329 $+110.591 $1.407.738 $+460.999 $946.739 $+946.739 $
Mastercard IncMA1.250.227 $-12.531 $1.262.758 $+15.251 $1.247.507 $+1.247.507 $
GENERAL ELECTRIC COGE1.148.644 $+26.886 $1.121.758 $+254.354 $867.404 $+867.404 $
NETFLIX INCNFLX553.184 $-328.022 $881.206 $-56.185 $937.391 $+937.391 $
AMAZON COM INCAMZN803.254 $-19.255 $822.509 $+55.522 $766.987 $+766.987 $
AppLovin CorpAPP727.726 $-91.410 $819.136 $+462.054 $357.082 $+357.082 $
CHEVRON CORPCVX551.724 $-64.777 $616.501 $-73.675 $690.176 $+690.176 $
AeroVironment IncAVAV362.835 $-109.500 $472.335 $-211.545 $683.880 $+683.880 $
Strategy IncMSTR78.254 $-401.839 $480.093 $-180.823 $660.916 $+660.916 $
ASTRAZENECA PLCAZN638.914 $+98.038 $540.876 $+48.222 $492.654 $+492.654 $
DELTA AIR LINES, INC.DAL625.988 $+569.238 $56.750 $+7.570 $49.180 $+49.180 $
CAMECO CORPCCJ597.430 $+278.762 $318.668 $+244.438 $74.230 $+74.230 $
Viking Holdings LtdVIK591.989 $+144.437 $447.552 $+69.193 $378.359 $+378.359 $
FISERV INCFISV90.251 $-471.806 $562.057 $+562.057 $
PALATIN TECHNOLOGIES INCPTNT462.150 $-21.263 $483.413 $+118.075 $365.338 $+365.338 $
ALPHA PRO TECH LTDAPT454.546 $+174.724 $279.822 $+177.609 $102.213 $+102.213 $
MPLX LPMPLX453.645 $+29.070 $424.575 $-13.260 $437.835 $+437.835 $
ELI LILLY & CoLLY429.872 $+429.872 $
ADVANCED MICRO DEVICES INCAMD363.001 $-66.551 $429.552 $+415.362 $14.190 $+14.190 $
ORACLE CORPORCL365.612 $+365.612 $
Vertiv Holdings CoVRT345.423 $+345.423 $
Palo Alto Networks IncPANW305.772 $-32.237 $338.009 $+133.369 $204.640 $+204.640 $
IREN LtdIREN306.453 $+306.453 $
Walmart Inc.WMT304.595 $+22.829 $281.766 $+14.435 $267.331 $+267.331 $
Nebius Group N.V.NBIS8.371 $-294.758 $303.129 $+303.129 $
INTUITIVE SURGICAL INCISRG271.705 $+271.705 $
Duke Energy CORPDUK236.530 $-13.198 $249.728 $+11.604 $238.124 $+238.124 $
INSMED IncINSM177.521 $-70.176 $247.697 $+74.596 $173.101 $+173.101 $
BOEING COBA237.413 $+237.413 $
INTEL CORPINTC14.760 $-220.090 $234.850 $+230.370 $4.480 $+4.480 $
BlackRock, Inc.BLK166.120 $-5.084 $171.204 $-39.766 $210.970 $+210.970 $
RTX CorpRTX194.404 $+17.034 $177.370 $+22.589 $154.781 $+154.781 $
NEXTERA ENERGY INCNEE192.672 $+11.496 $181.176 $+14.568 $166.608 $+166.608 $
FLUOR CORPFLR132.602 $-8.164 $140.766 $-30.783 $171.549 $+171.549 $
VERIZON COMMUNICATIONS INCVZ65.168 $-93.052 $158.220 $-1.014 $159.234 $+159.234 $
BERKSHIRE HATHAWAY INCBRK-B150.795 $-27 $150.822 $+5.091 $145.731 $+145.731 $
SPS COMMERCE INCSPSC141.879 $+14.621 $127.258 $+18.129 $109.129 $+109.129 $
SUN LIFE FINANCIAL INCSLF96.907 $+3.680 $93.227 $-9.970 $103.197 $+103.197 $
Sunoco LPSUN94.338 $+4.320 $90.018 $-6.444 $96.462 $+96.462 $
COCA COLA COKO83.892 $+4.308 $79.584 $-5.316 $84.900 $+84.900 $
TransDigm Group INCTDG66.493 $+592 $65.901 $-10.131 $76.032 $+76.032 $
SOUTHERN COSO52.320 $-4.542 $56.862 $+1.764 $55.098 $+55.098 $
AMERICAN EXPRESS COAXP55.862 $+5.706 $50.156 $+13.473 $36.683 $+36.683 $
UNITED THERAPEUTICS CorpUTHR48.725 $+6.804 $41.921 $+13.186 $28.735 $+28.735 $
MACH NATURAL RESOURCES LPMNR22.406 $-15.138 $37.544 $+37.544 $
CHART INDUSTRIES INCGTLS36.223 $+36.223 $
TENET HEALTHCARE CORPTHC35.200 $+35.200 $
EAST WEST BANCORP INCEWBC33.717 $+1.782 $31.935 $+1.641 $30.294 $+30.294 $
CENTERPOINT ENERGY INCCNP30.672 $-368 $31.040 $+1.648 $29.392 $+29.392 $
SYSCO CORPSYY22.107 $-2.595 $24.702 $-5.594 $30.296 $+30.296 $
NNN REIT, INC.NNN27.741 $-2.058 $29.799 $-427 $30.226 $+30.226 $
RLI CORPRLI25.592 $-496 $26.088 $-2.800 $28.888 $+28.888 $
Sandisk CorpSNDK27.299 $+27.299 $
HOLOGIC INCHOLX26.064 $+26.064 $
CVS HEALTH CorpCVS23.808 $+1.191 $22.617 $+22.617 $
AFLAC INCAFL11.027 $-7.962 $18.989 $+1.061 $17.928 $+17.928 $
MCDONALDS CORPMCD18.338 $+105 $18.233 $+703 $17.530 $+17.530 $
WESTERN DIGITAL CORPWDC17.227 $+17.227 $
ANALOG DEVICES INCADI17.086 $+1.607 $15.479 $+484 $14.995 $+14.995 $
CHIPOTLE MEXICAN GRILL INCCMG16.845 $+16.845 $
BHP Group LtdBHP16.179 $+1.238 $14.941 $+2.053 $12.888 $+12.888 $
JOHNSON & JOHNSONJNJ15.275 $+15.275 $
UNITED PARCEL SERVICE INCUPS15.141 $+15.141 $
CONOCOPHILLIPSCOP14.042 $-147 $14.189 $+728 $13.461 $+13.461 $
Phillips 66PSX11.930 $+11.930 $
Shift4 Payments, Inc.FOUR11.610 $+11.610 $
STARBUCKS CORPSBUX9.163 $+9.163 $
PEPSICO INCPEP6.602 $+6.602 $
FS Credit Opportunities Corp.FSCO5.670 $-549 $6.219 $-315 $6.534 $+6.534 $
PROCTER & GAMBLE CoPG5.589 $-403 $5.992 $-221 $6.213 $+6.213 $
COMCAST CORPCMCSA5.280 $+5.280 $
PFIZER INCPFE4.980 $-116 $5.096 $+5.096 $
ProShares Trust IIAGQ4.581 $-165 $4.746 $+4.746 $
DYNEX CAPITAL INCDX4.665 $+572 $4.093 $+24 $4.069 $+4.069 $
CubeSmartCUBE3.605 $-461 $4.066 $-184 $4.250 $+4.250 $
FORD MOTOR COF3.936 $+348 $3.588 $+333 $3.255 $+3.255 $
Amcor plcAMCR2.502 $+48 $2.454 $+2.454 $
MAGNA INTERNATIONAL INCMGA2.132 $+237 $1.895 $+351 $1.544 $+1.544 $
CHEESECAKE FACTORY INCCAKE1.160 $+0 $1.160 $+1.160 $
KOHLS CorpKSS428 $+428 $
104.656.296 $+932.231 $104.763.090 $+14.788.891 $90.763.770 $+90.763.770 $
Erweiterte Einstellungen ×