StockDriftsStockDriftsTop 50 Chung Wu Investment Group, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR CORE S&P500 ETF | 8.96% | 15.9K | $10.4M | -1.42%(-230) | $583.86(+28.72%) | 2026-03-31 | |
| SPYI | NEOS S&P 500 HIGH INCOME ETF | 6.08% | 142.9K | $7.1M | +19.61%(+23.43K) | $51.41(+4.88%) | 2026-03-31 | |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | 6.03% | 15.1K | $7.0M | -1.69%(-260) | $424.87(+17.87%) | 2026-03-31 | |
| QQQI | NEOS NASDAQ 100 HIGH INCOME ETF | 5.3% | 123.7K | $6.1M | +8.09%(+9.26K) | $53.12(+7.18%) | 2026-03-31 | |
| MSFT | MICROSOFT CORPORATION | 5.16% | 16.2K | $6.0M | -3.45%(-578) | $426.75(-4.06%) | 2026-03-31 | |
| AAPL | APPLE INCORPORATED | 4.43% | 20.3K | $5.1M | -2.88%(-600) | $232.92(+28.03%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & COMPANY | 3.91% | 15.4K | $4.5M | -5.39%(-880) | $231.02(+29.82%) | 2026-03-31 | |
| MU | MICRON TECHNOLOGY INCORPORATED | 2.94% | 10.1K | $3.4M | +10.78%(+985) | $161.10(+436.31%) | 2026-03-31 | |
| EOS | EATON VANCE ENHANCED EQUITY IN | 2.77% | 157.3K | $3.2M | -0.82%(-1.30K) | $22.83(+0.11%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.52% | 16.7K | $2.9M | -0.30%(-50) | $133.87(+76.09%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.88% | +32.67% |
| Top 20 Holdings Unweighted | +14.04% | +48.30% |
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