Chung Wu Investment Group, LLC Portfolio Holdings

Chung Wu Investment Group, LLC

  • $83.7 Billion
  • Q1 2025

Chung Wu Investment Group, LLC has filed its 13F form on April 23, 2025 for Q1 2025 where it was disclosed a total value porftolio of $83.7 Billion distributed in 68 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $10.3B, Spdr Dow Jones Industrial Average ETF Trust with a value of $7.54B, Microsoft Corp with a value of $6.49B, Apple Inc. with a value of $5.27B, and Jpmorgan Chase & CO with a value of $3.76B.

Examining the 13F form we can see an decrease of $15.6B in the current position value, from $99.3B to 83.7B.

Chung Wu Investment Group, LLC is based out at Sugar Land, TX

Below you can find more details about Chung Wu Investment Group, LLC portfolio as well as his latest detailed transactions.

Portfolio value $83.7 Billion
ETFs: $26.6 Billion
Technology: $15 Billion
Financial Services: $12.6 Billion
Energy: $9.71 Billion
Healthcare: $6.33 Billion
Consumer Cyclical: $3.35 Billion
Communication Services: $2.84 Billion
Industrials: $1.88 Billion
Other: $2.36 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.52 Billion 4.21% of portfolio
166,830
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 68
  • Current Value $83.7 Billion
  • Prior Value $99.3 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 23, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 19 stocks
  • Additional Purchases 13 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 23 stocks
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