Chung Wu Investment Group, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2054278
Institutional-grade research for retail investors
13F Reported Value
ⓘ$116.1M
Holdings
259
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Chung Wu Investment Group, LLC disclosed 259 positions worth $116.1M in its Form 13F-HR for Q1 2026. During the quarter the fund opened 40 new positions and exited 43 — including a new stake in $BE. The portfolio is most concentrated in Other (38.7% of disclosed assets). All figures are sourced directly from Chung Wu Investment Group, LLC’s Form 13F-HR filing with the SEC under CIK 2054278.
AI Fund Analysis
StableISHARES TR CORE S&P500 ETF
9.0% weight
Held 6 quarters
NEOS S&P 500 HIGH INCOME E
6.1% weight
Held 4 quarters
STATE STREET SPDR DOW JONE
6.0% weight
Held 6 quarters
$MSFT5.2% weight
Held 6 quarters
$AAPL4.4% weight
Held 6 quarters
NEOS S&P 500 HIGH INCOME E
3 quarters accumulating
DIREXION DAILY S&P 500 BUL
3 quarters accumulating
$CCJ3 quarters accumulating
NEOS NASDAQ 100 HIGH INCOM
2 quarters accumulating
$GOOG2 quarters accumulating
Sector Allocation
OtherTechnologyEnergyFinancialsHealthcareIndustrials
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
AI Quality Scored
ISHARES TR CORE S&P500 ETF
—Quality
$10.4M15,933 shNEOS S&P 500 HIGH INCOME ETF
—Quality
$7.1M142,890 shSTATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
—Quality
$7.0M15,105 shNEOS NASDAQ 100 HIGH INCOME ETF
—Quality
$6.1M123,716 sh- 83.7
Quality
$6.0M16,174 sh - 76.1
Quality
$5.1M20,264 sh - 35.6
Quality
$4.5M15,437 sh - 88.4
Quality
$3.4M10,120 sh - $3.2M157,310 sh
- 90.2
Quality
$2.9M16,746 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| ISHARES TR CORE S&P500 ETF | — | $10.4M | 15,933 |
| NEOS S&P 500 HIGH INCOME ETF | — | $7.1M | 142,890 |
| STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | — | $7.0M | 15,105 |
| NEOS NASDAQ 100 HIGH INCOME ETF | — | $6.1M | 123,716 |
| MICROSOFT CORP$MSFT | 83.7 | $6.0M | 16,174 |
| Apple Inc.$AAPL | 76.1 | $5.1M | 20,264 |
 JPMORGAN CHASE & CO$JPM | 35.6 | $4.5M | 15,437 |
 MICRON TECHNOLOGY INC$MU | 88.4 | $3.4M | 10,120 |
 Eaton Vance Enhanced Equity Income Fund II$EOS | — | $3.2M | 157,310 |
 NVIDIA CORP$NVDA | 90.2 | $2.9M | 16,746 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Chung Wu Investment Group, LLC's 259 positions.
Showing top 10 of 259 holdings.
Sector Allocation
Other
$44.9M
Technology
$27.6M
Energy
$14.0M
Financials
$12.3M
Healthcare
$4.5M
Industrials
$3.8M
Materials
$2.6M
Consumer Discretionary
$2.6M
Full Holdings — Chung Wu Investment Group, LLC (Q1 2026)
All 259 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | — | ISHARES TR CORE S&P500 ETF | $10.4M | 9.0% | -1% | — |
| 2 | — | NEOS S&P 500 HIGH INCOME ETF | $7.1M | 6.1% | +20% | — |
| 3 | — | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF | $7.0M | 6.0% | -2% | — |
| 4 | — | NEOS NASDAQ 100 HIGH INCOME ETF | $6.1M | 5.3% | +8% | — |
| 5 | $MSFT | MICROSOFT CORP | $6.0M | 5.2% | -3% | 83.7 |
| 6 | $AAPL | Apple Inc. | $5.1M | 4.4% | -3% | 76.1 |
| 7 | $JPM | JPMORGAN CHASE & CO | $4.5M | 3.9% | -5% | 35.6 |
| 8 | $MU | MICRON TECHNOLOGY INC | $3.4M | 2.9% | +11% | 88.4 |
| 9 | $EOS | Eaton Vance Enhanced Equity Income Fund II | $3.2M | 2.8% | -1% | — |
| 10 | $NVDA | NVIDIA CORP | $2.9M | 2.5% | -0% | 90.2 |
| 11 |  $AM | Antero Midstream Corp | $2.9M | 2.5% | -1% | 71.6 |
| 12 |  $XOM | EXXON MOBIL CORP | $2.6M | 2.3% | +3% | 61.8 |
| 13 |  $SPY | SPDR S&P 500 ETF TRUST | $2.5M | 2.2% | +0% | — |
| 14 |  $MTZ | MASTEC INC | $2.2M | 1.9% | -4% | 59.7 |
| 15 |  $GEV | GE Vernova Inc. | $2.1M | 1.8% | -6% | 70.1 |
| 16 |  $GS | GOLDMAN SACHS GROUP INC | $1.6M | 1.4% | -12% | — |
| 17 |  $AAOI | APPLIED OPTOELECTRONICS, INC. | $1.6M | 1.4% | -15% | 40.6 |
| 18 |  $ABBV | AbbVie Inc. | $1.5M | 1.3% | -17% | 59.3 |
| 19 |  $MS | MORGAN STANLEY | $1.5M | 1.3% | -8% | — |
| 20 |  $LITE | Lumentum Holdings Inc. | $1.4M | 1.2% | -16% | 63.4 |
| 21 |  $SPG | SIMON PROPERTY GROUP INC. | $1.4M | 1.2% | -1% | 76.9 |
| 22 |  $V | VISA INC. | $1.3M | 1.1% | -3% | 83.5 |
| 23 |  $CVX | CHEVRON CORP | $1.2M | 1.0% | +55% | 54.7 |
| 24 | — | ISHARES TR DOW JONES US ETF | $1.1M | 1.0% | +38% | — |
| 25 |  $GE | GENERAL ELECTRIC CO | $1.1M | 0.9% | +3% | 74.8 |
| 26 |  $HD | HOME DEPOT, INC. | $1.1M | 0.9% | -1% | 69.2 |
| 27 |  $MA | Mastercard Inc | $1.0M | 0.9% | -4% | 81.7 |
| 28 |  $ALLY | Ally Financial Inc. | $1.0M | 0.9% | -27% | 69.3 |
| 29 |  $UNH | UNITEDHEALTH GROUP INC | $948,418 | 0.8% | -31% | 66.8 |
| 30 |  $PAA | PLAINS ALL AMERICAN PIPELINE LP | $881,558 | 0.8% | +0% | 57.4 |
| 31 | — | DIREXION DAILY S&P 500 BULL 2X SHARES | $836,671 | 0.7% | +247% | — |
| 32 | — | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $828,081 | 0.7% | +6% | — |
| 33 |  $VST | Vistra Corp. | $823,808 | 0.7% | -11% | 62.9 |
| 34 | $CCJ | CAMECO CORP | $730,945 | 0.6% | +3% | — |
| 35 |  $GOOGL | Alphabet Inc. | $679,858 | 0.6% | +172% | 80.2 |
| 36 | — | PROSHARES ULTRA SEMICONDUCTORS | $669,382 | 0.6% | -23% | — |
| 37 |  $ET | Energy Transfer LP | $657,763 | 0.6% | -4% | 64.5 |
| 38 |  $SOLS | Solstice Advanced Materials Inc. | $640,201 | 0.6% | +0% | — |
| 39 |  $EOG | EOG RESOURCES INC | $606,905 | 0.5% | -9% | 71.1 |
| 40 |  $VIK | Viking Holdings Ltd | $565,796 | 0.5% | -7% | — |
| 41 |  $BE | Bloom Energy Corp | $562,284 | 0.5% | NEW | 54.4 |
| 42 | — | ROUNDHILL TSLA WEEKLYPAY ETF | $537,234 | 0.5% | NEW | — |
| 43 |  $ETR | ENTERGY CORP /DE/ | $528,429 | 0.5% | +0% | 65.1 |
| 44 |  $SCCO | SOUTHERN COPPER CORP/ | $503,448 | 0.4% | +800% | 86.6 |
| 45 |  $OKE | ONEOK INC /NEW/ | $501,665 | 0.4% | -54% | 72 |
| 46 |  $HON | HONEYWELL INTERNATIONAL INC | $494,102 | 0.4% | +94% | 65.7 |
| 47 |  $MPLX | MPLX LP | $485,095 | 0.4% | +0% | 76.5 |
| 48 |  $KRMN | Karman Holdings Inc. | $466,692 | 0.4% | NEW | 56.1 |
| 49 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $461,744 | 0.4% | +0% | — |
| 50 |  $STLD | STEEL DYNAMICS INC | $450,000 | 0.4% | NEW | 56 |
| 51 |  $ZIM | ZIM Integrated Shipping Services Ltd. | $445,315 | 0.4% | +1027% | — |
| 52 |  $TTWO | TAKE TWO INTERACTIVE SOFTWARE INC | $395,000 | 0.3% | +25% | 47.2 |
| 53 |  $KMI | KINDER MORGAN, INC. | $393,978 | 0.3% | -2% | 74.6 |
| 54 |  $BAC | BANK OF AMERICA CORP /DE/ | $387,563 | 0.3% | +0% | 68.4 |
| 55 |  $KGS | Kodiak Gas Services, Inc. | $379,080 | 0.3% | NEW | 57.3 |
| 56 |  $CAT | CATERPILLAR INC | $368,399 | 0.3% | NEW | 67.8 |
| 57 |  $COST | COSTCO WHOLESALE CORP /NEW | $348,751 | 0.3% | +0% | 67 |
| 58 | — | PROSHARES TR ULTRAPRO QQQ | $348,028 | 0.3% | -52% | — |
| 59 |  $EXPE | Expedia Group, Inc. | $346,335 | 0.3% | +0% | 65.7 |
| 60 |  $WMT | Walmart Inc. | $339,782 | 0.3% | +0% | 63.2 |
| 61 |  $RDDT | Reddit, Inc. | $336,625 | 0.3% | NEW | 79.3 |
| 62 |  $HWM | Howmet Aerospace Inc. | $322,644 | 0.3% | -39% | 79.1 |
| 63 |  $CF | CF Industries Holdings, Inc. | $311,616 | 0.3% | NEW | 76.8 |
| 64 | — | VIRTUS INFRACAP U.S. PREFERRED STOCK ETF | $311,508 | 0.3% | -13% | — |
| 65 | — | YIELDMAX NVDA OPTION INCOME STRATEGY ETF | $306,328 | 0.3% | NEW | — |
| 66 |  $META | Meta Platforms, Inc. | $303,229 | 0.3% | -65% | 80.9 |
| 67 |  $DY | DYCOM INDUSTRIES INC | $298,162 | 0.3% | NEW | 62.1 |
| 68 |  $FLR | FLUOR CORP | $296,041 | 0.3% | +90% | 66.2 |
| 69 |  $PVLA | PALVELLA THERAPEUTICS, INC. | $286,695 | 0.3% | -12% | — |
| 70 |  $SEI | Solaris Energy Infrastructure, Inc. | $282,550 | 0.2% | +25% | 56.9 |
| 71 |  $SYM | Symbotic Inc. | $276,640 | 0.2% | NEW | 55.1 |
| 72 |  $TSM | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | $253,463 | 0.2% | -6% | — |
| 73 | — | ISHARES TR US AER DEF ETF | $245,000 | 0.2% | +522% | — |
| 74 |  $HUBS | HUBSPOT INC | $244,100 | 0.2% | NEW | 58.1 |
| 75 |  $CRDO | Credo Technology Group Holding Ltd | $234,675 | 0.2% | NEW | — |
| 76 |  $DUK | Duke Energy CORP | $234,383 | 0.2% | -11% | 64 |
| 77 |  $NFLX | NETFLIX INC | $230,760 | 0.2% | -59% | 86.7 |
| 78 |  $NEE | NEXTERA ENERGY INC | $222,912 | 0.2% | +0% | 71.7 |
| 79 |  $LOW | LOWES COMPANIES INC | $206,745 | 0.2% | +0% | 63.5 |
| 80 |  $SRRK | Scholar Rock Holding Corp | $206,472 | 0.2% | NEW | — |
| 81 |  $VLO | VALERO ENERGY CORP/TX | $205,076 | 0.2% | +5% | 51.4 |
| 82 |  $RTX | RTX Corp | $204,474 | 0.2% | +0% | 70 |
| 83 |  $RACE | Ferrari N.V. | $203,070 | 0.2% | NEW | — |
| 84 |  $LB | LandBridge Co LLC | $200,245 | 0.2% | NEW | 62.6 |
| 85 |  $NTRA | Natera, Inc. | $199,990 | 0.2% | +0% | 46.4 |
| 86 | — | ISHARES INCORPORATED MSCI GBL GOLD MN | $197,450 | 0.2% | NEW | — |
| 87 |  $DNTH | Dianthus Therapeutics, Inc. /DE/ | $193,016 | 0.2% | NEW | 26.8 |
| 88 |  $HCXY | Hercules Capital, Inc. | $191,685 | 0.2% | +0% | — |
| 89 |  $ROK | ROCKWELL AUTOMATION, INC | $190,206 | 0.2% | -69% | 68.2 |
| 90 | — | JPMORGAN EQUITY PREMIUM INCOME ETF | $189,878 | 0.2% | +738% | — |
| 91 | $GOOG | Alphabet Inc. | $166,785 | 0.1% | +0% | 80.2 |
| 92 | — | VANECK URANIUM AND NUCLEAR ETF | $163,824 | 0.1% | +0% | — |
| 93 | — | PROSHARES ULTRA S&P500 | $157,715 | 0.1% | -27% | — |
| 94 |  $GLD | SPDR GOLD TRUST | $154,044 | 0.1% | +0% | — |
| 95 |  $GLW | CORNING INC /NY | $149,567 | 0.1% | NEW | 72.7 |
| 96 |  $SNDK | Sandisk Corp | $149,305 | 0.1% | +104% | 88.8 |
| 97 | — | AMPLIFY JUNIOR SILVER MINERS ETF | $148,600 | 0.1% | NEW | — |
| 98 | — | VANECK RARE EARTH AND STRATEGIC METALS | $144,320 | 0.1% | +17% | — |
| 99 | — | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $144,233 | 0.1% | +0% | — |
| 100 |  $BRK.B | BERKSHIRE HATHAWAY INC | $143,760 | 0.1% | +0% | 64.5 |
| 101 |  $EXE | EXPAND ENERGY Corp | $131,736 | 0.1% | NEW | 83.9 |
| 102 |  $SUN | Sunoco LP | $116,946 | 0.1% | +0% | 64.8 |
| 103 |  $TSLA | Tesla, Inc. | $111,525 | 0.1% | +0% | 50.1 |
| 104 |  $TJX | TJX COMPANIES INC /DE/ | $108,596 | 0.1% | +0% | 70.7 |
| 105 |  $CI | Cigna Group | $106,700 | 0.1% | +0% | 66.8 |
| 106 |  $MYI | BLACKROCK MUNIYIELD QUALITY FUND III, INC. | $105,100 | 0.1% | +0% | — |
| 107 |  $AMZN | AMAZON COM INC | $104,135 | 0.1% | -86% | 74.6 |
| 108 | — | DIREXION DAILY TSLA BULL 2X SHARES | $97,200 | 0.1% | -69% | — |
| 109 |  $SLF | SUN LIFE FINANCIAL INC | $97,156 | 0.1% | +0% | — |
| 110 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $94,600 | 0.1% | +0% | 66.4 |
| 111 | — | VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW | $89,633 | 0.1% | +0% | — |
| 112 |  $J | JACOBS SOLUTIONS INC. | $89,351 | 0.1% | +0% | 47.7 |
| 113 |  $LDOS | Leidos Holdings, Inc. | $85,536 | 0.1% | +0% | 73.4 |
| 114 |  $DXYZ | Destiny Tech100 Inc. | $80,340 | 0.1% | NEW | — |
| 115 | — | TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF | $80,188 | 0.1% | -20% | — |
| 116 | — | PROSHARES ULTRA DOW30 | $78,075 | 0.1% | -78% | — |
| 117 |  $MQY | BLACKROCK MUNIYIELD QUALITY FUND, INC. | $76,860 | 0.1% | +0% | — |
| 118 |  $TYRA | Tyra Biosciences, Inc. | $76,600 | 0.1% | +0% | — |
| 119 |  $AMD | ADVANCED MICRO DEVICES INC | $76,286 | 0.1% | -78% | 78.8 |
| 120 |  $NVG | Nuveen AMT-Free Municipal Credit Income Fund | $73,980 | 0.1% | +0% | — |
| 121 |  $CSCO | CISCO SYSTEMS, INC. | $72,236 | 0.1% | +0% | 72.3 |
| 122 |  $MRK | Merck & Co., Inc. | $72,174 | 0.1% | +0% | 70.9 |
| 123 |  $IVZ | Invesco Ltd. | $71,999 | 0.1% | +0% | — |
| 124 |  $NAD | Nuveen Quality Municipal Income Fund | $69,000 | 0.1% | +0% | — |
| 125 | — | NUVEEN AMT FREE QLTY MUN INCME | $67,380 | 0.1% | +0% | — |
| 126 |  $VZ | VERIZON COMMUNICATIONS INC | $65,260 | 0.1% | -19% | 71.6 |
| 127 |  $CQP | Cheniere Energy Partners, L.P. | $64,630 | 0.1% | +0% | 74.1 |
| 128 |  $AXP | AMERICAN EXPRESS CO | $60,798 | 0.1% | +33% | 73.2 |
| 129 | — | ISHARES INCORPORATED MSCI HONG KG ETF | $60,034 | 0.1% | +53% | — |
| 130 |  $TDG | TransDigm Group INC | $57,948 | 0.1% | +0% | 75.4 |
| 131 |  $SO | SOUTHERN CO | $57,912 | 0.1% | +0% | 65.1 |
| 132 |  $NSC | NORFOLK SOUTHERN CORP | $57,400 | 0.1% | -87% | 70.8 |
| 133 |  $VALE | Vale S.A. | $55,685 | 0.1% | +0% | — |
| 134 | — | PROSHARES ULTRA BLOOMBERG CRUDE OIL | $51,090 | 0.0% | NEW | — |
| 135 |  $KNTK | Kinetik Holdings Inc. | $50,346 | 0.0% | +0% | 56.7 |
| 136 |  $LMT | LOCKHEED MARTIN CORP | $48,351 | 0.0% | NEW | 65 |
| 137 |  $NBIS | Nebius Group N.V. | $46,692 | 0.0% | +350% | — |
| 138 |  $ETG | Eaton Vance Tax-Advantaged Global Dividend Income Fund | $46,276 | 0.0% | +0% | — |
| 139 |  $KO | COCA COLA CO | $45,630 | 0.0% | -50% | 74 |
| 140 | — | FIDELITY TOTAL BOND ETF | $45,620 | 0.0% | -33% | — |
| 141 |  $BHP | BHP Group Ltd | $43,644 | 0.0% | +124% | — |
| 142 |  $NEM | NEWMONT Corp /DE/ | $43,300 | 0.0% | -25% | 88.3 |
| 143 | — | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $41,996 | 0.0% | +0% | — |
| 144 |  $PBR | PETROBRAS - PETROLEO BRASILEIRO SA | $41,500 | 0.0% | -33% | — |
| 145 | — | GLOBAL X NASDAQ 100 COVERED CALL ETF | $39,445 | 0.0% | +0% | — |
| 146 |  $DYN | Dyne Therapeutics, Inc. | $36,260 | 0.0% | -29% | — |
| 147 |  $FSK | FS KKR Capital Corp | $35,630 | 0.0% | +0% | — |
| 148 |  $CNP | CENTERPOINT ENERGY INC | $34,528 | 0.0% | +0% | 55.9 |
| 149 |  $HCA | HCA Healthcare, Inc. | $33,127 | 0.0% | +0% | 70.5 |
| 150 |  $EWBC | EAST WEST BANCORP INC | $32,028 | 0.0% | +0% | — |
| 151 |  $BDJ | BlackRock Enhanced Equity Dividend Trust | $31,092 | 0.0% | +0% | — |
| 152 |  $VIR | Vir Biotechnology, Inc. | $30,554 | 0.0% | NEW | 5.6 |
| 153 |  $LPLA | LPL Financial Holdings Inc. | $30,083 | 0.0% | +0% | 61.8 |
| 154 |  $UTHR | UNITED THERAPEUTICS Corp | $29,649 | 0.0% | -50% | 80.1 |
| 155 |  $NNN | NNN REIT, INC. | $29,421 | 0.0% | +0% | 67.9 |
| 156 |  $EXR | Extra Space Storage Inc. | $26,226 | 0.0% | +0% | 66.7 |
| 157 |  $QCOM | QUALCOMM INC/DE | $25,756 | 0.0% | +0% | 81.9 |
| 158 |  $WT | WisdomTree, Inc. | $25,170 | 0.0% | +0% | 62.9 |
| 159 | — | KRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE | $24,960 | 0.0% | NEW | — |
| 160 | — | JOHN HANCOCK MULTIFACTOR MID CAP ETF | $24,566 | 0.0% | +0% | — |
| 161 |  $TRVI | Trevi Therapeutics, Inc. | $23,860 | 0.0% | +0% | — |
| 162 | — | FIRST TRUST DOW JONES INTERNET INDEX FUND | $23,403 | 0.0% | +0% | — |
| 163 |  $REGN | REGENERON PHARMACEUTICALS, INC. | $23,179 | 0.0% | +0% | 75.1 |
| 164 |  $BX | Blackstone Inc. | $22,998 | 0.0% | -87% | 68 |
| 165 |  $RLI | RLI CORP | $22,816 | 0.0% | +0% | 73.8 |
| 166 | — | ISHARES TR MSCI EMG MKT ETF | $22,716 | 0.0% | +0% | — |
| 167 |  $MSI | Motorola Solutions, Inc. | $21,699 | 0.0% | +0% | 73.8 |
| 168 | — | DIREXION DAILY MU BULL 2X SHARES | $21,668 | 0.0% | +50% | — |
| 169 |  $SYY | SYSCO CORP | $21,399 | 0.0% | +0% | 58.4 |
| 170 | — | ISHARES TR RUS 1000 VAL ETF | $21,367 | 0.0% | +0% | — |
| 171 | — | ISHARES TR US HLTHCR PR ETF | $20,925 | 0.0% | +0% | — |
| 172 |  $ADI | ANALOG DEVICES INC | $20,043 | 0.0% | +0% | 76.2 |
| 173 |  $BA | BOEING CO | $19,903 | 0.0% | NEW | 51.8 |
| 174 |  $COP | CONOCOPHILLIPS | $19,800 | 0.0% | +0% | 74.8 |
| 175 |  $FANG | Diamondback Energy, Inc. | $19,779 | 0.0% | NEW | 81.4 |
| 176 |  $NXPI | NXP Semiconductors N.V. | $19,686 | 0.0% | +0% | — |
| 177 |  $AMTM | Amentum Holdings, Inc. | $19,404 | 0.0% | +0% | 55.6 |
| 178 | — | ISHARES INCORPORATED MSCI EURZONE ETF | $18,792 | 0.0% | +0% | — |
| 179 |  $MCD | MCDONALDS CORP | $18,647 | 0.0% | +0% | 73.9 |
| 180 |  $BMY | BRISTOL MYERS SQUIBB CO | $18,195 | 0.0% | +0% | 70.1 |
| 181 |  $NXST | NEXSTAR MEDIA GROUP, INC. | $18,083 | 0.0% | +0% | 57.5 |
| 182 | — | FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE & DEFENSE ETF | $17,884 | 0.0% | +0% | — |
| 183 |  $MRSH | MARSH & MCLENNAN COMPANIES, INC. | $17,692 | 0.0% | +0% | 71.5 |
| 184 |  $INTC | INTEL CORP | $17,652 | 0.0% | +0% | 41.5 |
| 185 |  $ABEV | AMBEV S.A. | $17,520 | 0.0% | NEW | — |
| 186 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $16,615 | 0.0% | +0% | 71.2 |
| 187 |  $KDP | Keurig Dr Pepper Inc. | $15,798 | 0.0% | +0% | 63.1 |
| 188 |  $PLTR | Palantir Technologies Inc. | $14,628 | 0.0% | -96% | 85.8 |
| 189 |  $CVS | CVS HEALTH Corp | $14,364 | 0.0% | -33% | 51.3 |
| 190 | — | FIRST TRUST ISE CLOUD COMPUTING INDEX FUND | $14,217 | 0.0% | -61% | — |
| 191 |  $PGR | PROGRESSIVE CORP/OH/ | $13,877 | 0.0% | +40% | 83.6 |
| 192 | — | GRANITESHARES 2X LONG TSLA DAILY ETF | $13,436 | 0.0% | +0% | — |
| 193 |  $FN | Fabrinet | $13,038 | 0.0% | NEW | 72.4 |
| 194 | — | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $11,931 | 0.0% | +0% | — |
| 195 |  $APLD | Applied Digital Corp. | $11,870 | 0.0% | -38% | 35.4 |
| 196 |  $TRV | TRAVELERS COMPANIES, INC. | $11,667 | 0.0% | +0% | 71.5 |
| 197 | — | BARON FIRST PRINCIPLES ETF | $11,435 | 0.0% | NEW | — |
| 198 |  $CARR | CARRIER GLOBAL Corp | $11,262 | 0.0% | +33% | 61.5 |
| 199 |  $ABT | ABBOTT LABORATORIES | $11,088 | 0.0% | +0% | 67 |
| 200 |  $AFL | AFLAC INC | $10,971 | 0.0% | +0% | 60.3 |
| 201 | $IVZ | Invesco Ltd. | $10,910 | 0.0% | +0% | — |
| 202 |  $BIP | Brookfield Infrastructure Partners L.P. | $10,836 | 0.0% | +0% | — |
| 203 |  $STAG | STAG Industrial, Inc. | $10,818 | 0.0% | +0% | 67.8 |
| 204 | — | DEFIANCE QUANTUM ETF | $10,730 | 0.0% | NEW | — |
| 205 |  $INR | INFINITY NATURAL RESOURCES, INC. | $10,566 | 0.0% | -77% | 56.2 |
| 206 |  $KYN | Kayne Anderson Energy Infrastructure Fund, Inc. | $10,267 | 0.0% | +0% | — |
| 207 |  $IRM | IRON MOUNTAIN INC | $10,214 | 0.0% | +0% | 50.7 |
| 208 | — | ISHARES TR S&P MC 400GR ETF | $10,062 | 0.0% | +0% | — |
| 209 | — | ISHARES TR RUSSELL 2000 ETF | $9,920 | 0.0% | +0% | — |
| 210 |  $PANW | Palo Alto Networks Inc | $9,619 | 0.0% | -96% | 66.5 |
| 211 |  $CVNA | CARVANA CO. | $9,431 | 0.0% | +0% | 69.2 |
| 212 | — | PACER FDS TR DATA & DIGITAL REVOLUTION ETF | $9,336 | 0.0% | +0% | — |
| 213 | — | ISHARES TR S&P SML 600 GWT | $8,972 | 0.0% | +0% | — |
| 214 |  $TSHA | Taysha Gene Therapies, Inc. | $8,940 | 0.0% | -50% | 4.1 |
| 215 |  $NOG | NORTHERN OIL & GAS, INC. | $8,769 | 0.0% | +0% | 45.3 |
| 216 | — | GRANITESHARES 2X LONG AMD DAILY ETF | $8,547 | 0.0% | +0% | — |
| 217 | — | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR | $8,500 | 0.0% | +0% | — |
| 218 | — | DIREXION DAILY MAGNIFICENT 7 BULL 2X SHARES | $8,478 | 0.0% | +0% | — |
| 219 | — | GLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF | $7,907 | 0.0% | NEW | — |
| 220 |  $EFC | Ellington Financial Inc. | $7,110 | 0.0% | +0% | — |
| 221 |  $STM | STMicroelectronics N.V. | $6,910 | 0.0% | +0% | — |
| 222 |  $FLC | FLAHERTY & CRUMRINE TOTAL RETURN FUND INC | $6,640 | 0.0% | +0% | — |
| 223 |  $CCID | Carlyle Credit Income Fund | $6,420 | 0.0% | NEW | — |
| 224 | — | VANECK JUNIOR GOLD MINERS ETF | $6,002 | 0.0% | -99% | — |
| 225 | $IVZ | Invesco Ltd. | $5,836 | 0.0% | +0% | — |
| 226 |  $PFE | PFIZER INC | $5,616 | 0.0% | +0% | 69 |
| 227 |  $GPC | GENUINE PARTS CO | $5,288 | 0.0% | NEW | 54.2 |
| 228 | — | PROSHARES TRUST II VIX MID TERM FUTURES ETF | $5,145 | 0.0% | +0% | — |
| 229 |  $OKLO | Oklo Inc. | $4,959 | 0.0% | -62% | — |
| 230 |  $HRZN | Horizon Technology Finance Corp | $4,631 | 0.0% | +0% | — |
| 231 |  $SIRI | SIRIUS XM HOLDINGS INC. | $4,616 | 0.0% | +0% | 37.7 |
| 232 |  $AIR | AAR CORP | $4,378 | 0.0% | NEW | 65.3 |
| 233 |  $ALNY | ALNYLAM PHARMACEUTICALS, INC. | $4,301 | 0.0% | +0% | 60.9 |
| 234 |  $DX | DYNEX CAPITAL INC | $4,249 | 0.0% | +0% | — |
| 235 | — | ISHARES TR S&P MC 400VL ETF | $4,240 | 0.0% | +0% | — |
| 236 |  $BLK | BlackRock, Inc. | $3,847 | 0.0% | -50% | 70.3 |
| 237 |  $AB | ALLIANCEBERNSTEIN HOLDING L.P. | $3,744 | 0.0% | NEW | — |
| 238 |  $DJT | Trump Media & Technology Group Corp. | $3,712 | 0.0% | -5% | 22.2 |
| 239 |  $CUBE | CubeSmart | $3,665 | 0.0% | +0% | 64.7 |
| 240 |  $LUMN | Lumen Technologies, Inc. | $3,475 | 0.0% | +0% | 39.8 |
| 241 |  $F | FORD MOTOR CO | $3,462 | 0.0% | +0% | 58.5 |
| 242 |  $ZG | ZILLOW GROUP, INC. | $3,311 | 0.0% | +0% | 57.3 |
| 243 |  $OXY | OCCIDENTAL PETROLEUM CORP /DE/ | $3,250 | 0.0% | -67% | 66.3 |
| 244 |  $NOW | ServiceNow, Inc. | $3,137 | 0.0% | +0% | 76 |
| 245 |  $KREF | KKR Real Estate Finance Trust Inc. | $3,060 | 0.0% | +0% | — |
| 246 |  $QUBT | Quantum Computing Inc. | $2,740 | 0.0% | NEW | 28.3 |
| 247 |  $ITRG | Integra Resources Corp. | $2,730 | 0.0% | +0% | — |
| 248 |  $ARE | ALEXANDRIA REAL ESTATE EQUITIES, INC. | $2,321 | 0.0% | +0% | 45.1 |
| 249 |  $MGA | MAGNA INTERNATIONAL INC | $2,232 | 0.0% | +0% | — |
| 250 |  $VERU | VERU INC. | $2,210 | 0.0% | -67% | — |
| 251 |  $MSTR | Strategy Inc | $1,872 | 0.0% | -97% | 25.4 |
| 252 |  $JOBY | Joby Aviation, Inc. | $1,652 | 0.0% | -98% | 28.7 |
| 253 |  $METC | Ramaco Resources, Inc. | $1,546 | 0.0% | NEW | 24.1 |
| 254 |  $RGTI | Rigetti Computing, Inc. | $1,404 | 0.0% | +0% | 8.1 |
| 255 |  $MBLY | Mobileye Global Inc. | $1,374 | 0.0% | NEW | 38.8 |
| 256 |  $KSS | KOHLS Corp | $870 | 0.0% | +0% | 47 |
| 257 |  $SOUN | SOUNDHOUND AI, INC. | $687 | 0.0% | +0% | 32.3 |
| 258 |  $GPMT | Granite Point Mortgage Trust Inc. | $412 | 0.0% | +0% | — |
| 259 |  $NFE | New Fortress Energy Inc. | $295 | 0.0% | +0% | 17.3 |
New Positions (40)
$BE Bloom Energy Corp$562,284 ROUNDHILL TSLA WEEKLYPAY ETF$537,234
$KRMN Karman Holdings Inc.$466,692$STLD STEEL DYNAMICS INC$450,000$KGS Kodiak Gas Services, Inc.$379,080$CAT CATERPILLAR INC$368,399$RDDT Reddit, Inc.$336,625$CF CF Industries Holdings, Inc.$311,616 YIELDMAX NVDA OPTION INCOME STRATEGY ETF$306,328
$DY DYCOM INDUSTRIES INC$298,162$SYM Symbotic Inc.$276,640$HUBS HUBSPOT INC$244,100$CRDO Credo Technology Group Holding Ltd$234,675$SRRK Scholar Rock Holding Corp$206,472$RACE Ferrari N.V.$203,070Exited Positions (43)
GLOBAL X SILVER MINERS ETF
$KTOS KRATOS DEFENSE & SECURITY SOLUTIONS, INC.
$APP AppLovin Corp
$AZN ASTRAZENECA PLC
$DAL DELTA AIR LINES, INC.
$LLY ELI LILLY & Co
$WGS GeneDx Holdings Corp.
$AVAV AeroVironment Inc
$NVO NOVO NORDISK A S
$WPM Wheaton Precious Metals Corp. GRANITESHARES 2X LONG NVDA DAILY ETF
$PDD PDD Holdings Inc.
$INSM INSMED Inc
$MDLN Medline Inc.
$WBD Warner Bros. Discovery, Inc.Browse Top Institutional Investors
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