Chung Wu Investment Group, LLC Portfolio Holdings

Chung Wu Investment Group, LLC

  • $95.9 Billion
  • Q2 2025

Chung Wu Investment Group, LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $95.9 Billion distributed in 248 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 $9.9B, Microsoft Corp with a value of $8.24B, Spdr Dow Jones Industrial Average ETF Trust with a value of $6.63B, Jpmorgan Chase & CO with a value of $4.44B, and Eaton Vance Enhanced Equity Income Fund Ii with a value of $4B.

Examining the 13F form we can see an increase of $12.3B in the current position value, from $83.7B to 95.9B.

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 $95.9 Billion
ETFs: $29.5 Billion
Technology: $17.6 Billion
Financial Services: $14.9 Billion
Energy: $9.96 Billion
Industrials: $4.52 Billion
Healthcare: $3.89 Billion
Communication Services: $3.23 Billion
Consumer Cyclical: $3.15 Billion
Other: $3.99 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.83T
$8.24 Billion 8.59% of portfolio
16,562
Q2 2025 Reduced 4.28%
$876B
$4.44 Billion 4.63% of portfolio
15,317
Q1 2025 Reduced 0.97%
$0
$4 Billion 4.17% of portfolio
165,230
Q2 2025 Reduced 0.96%
$3.44T
$3.76 Billion 3.92% of portfolio
18,318
Q2 2025 Reduced 22.72%
$8.17B
$2.77 Billion 2.88% of portfolio
145,960
Q2 2025 Added 13.27%
$432B
$2.35 Billion 2.45% of portfolio
14,866
Q2 2025 Added 4.1%
$460B
$1.65 Billion 1.72% of portfolio
15,277
Q4 2024 New
$584B
$1.59 Billion 1.66% of portfolio
4,480
Q2 2025 Reduced 0.02%
$36.4B
$1.5 Billion 1.57% of portfolio
18,430
Q2 2025 Reduced 1.07%
$1.6T
$1.29 Billion 1.35% of portfolio
1,750
Q2 2025 Reduced 5.91%
$336B
$1.27 Billion 1.33% of portfolio
6,865
Q2 2025 Reduced 25.58%
$542B
$1.25 Billion 1.3% of portfolio
2,220
Q4 2024 New
$384B
$1.23 Billion 1.29% of portfolio
3,363
Q2 2025 Reduced 2.47%
$54.7B
$1.21 Billion 1.27% of portfolio
7,550
Q2 2025 Reduced 2.58%
$81.7B
$1.05 Billion 1.1% of portfolio
5,425
Q2 2025 New
$14.2B
$947 Million 0.99% of portfolio
5,555
Q2 2025 Added 57.37%
$297B
$867 Million 0.9% of portfolio
3,370
Q2 2025 Reduced 20.98%
$2.36T
$767 Million 0.8% of portfolio
3,496
Q2 2025 Reduced 18.62%
$13.2B
$738 Million 0.77% of portfolio
40,278
Q2 2025 Added 2.54%
$303B
$690 Million 0.72% of portfolio
4,820
Q2 2025 Added 66.21%
$249B
$687 Million 0.72% of portfolio
970
Q1 2025 Added 2.11%
$6.78B
$684 Million 0.71% of portfolio
2,400
Q2 2025 New
$54.7B
$672 Million 0.7% of portfolio
37,072
Q4 2024 New
$3.88B
$661 Million 0.69% of portfolio
1,635
Q2 2025 Added 6.51%
$263B
$574 Million 0.6% of portfolio
1,840
Q2 2025 Reduced 71.35%
$69.4B
$571 Million 0.6% of portfolio
4,778
Q1 2025 Reduced 1.65%
$79.5B
$562 Million 0.59% of portfolio
3,260
Q2 2025 Reduced 8.43%
$126B
$567 Million 0.59% of portfolio
3,790
Q2 2025 Added 15.2%
$90.4B
$532 Million 0.55% of portfolio
1,608
Q2 2025 Added 6.63%
$225B
$493 Million 0.51% of portfolio
7,050
Q2 2025 Reduced 4.08%
$11.5B
$467 Million 0.49% of portfolio
12,000
Q2 2025 New
$51.3B
$438 Million 0.46% of portfolio
8,500
Q2 2025 Reduced 3.41%
$414B
$445 Million 0.46% of portfolio
450
Q2 2025 Added 28.57%
$61.6B
$413 Million 0.43% of portfolio
14,050
Q4 2024 New
$89.5B
$394 Million 0.41% of portfolio
1,600
Q1 2025 New
$389B
$376 Million 0.39% of portfolio
7,950
Q1 2025 Reduced 1.24%
$312B
$365 Million 0.38% of portfolio
2,680
Q2 2025 Reduced 22.99%
$50.4B
$356 Million 0.37% of portfolio
430
Q2 2025 New
$106B
$357 Million 0.37% of portfolio
1,020
Q2 2025 New
$32.7B
$345 Million 0.36% of portfolio
2,690
Q2 2025 New
$727M
$344 Million 0.36% of portfolio
13,400
Q2 2025 New
$37.4B
$316 Million 0.33% of portfolio
1,300
Q2 2025 Reduced 22.62%
$78.7B
$298 Million 0.31% of portfolio
1,600
Q1 2025 New
-
$289 Million 0.3% of portfolio
-
Q2 2025 New
$28.5B
$287 Million 0.3% of portfolio
1,700
Q2 2025 Added 13.33%
$2.47B
$277 Million 0.29% of portfolio
15,178
Q4 2024 New
$181B
$280 Million 0.29% of portfolio
3,000
Q1 2025 New
$265B
$267 Million 0.28% of portfolio
2,734
Q1 2025 Reduced 39.11%
$175B
$272 Million 0.28% of portfolio
500
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 248
  • Current Value $95.9 Billion
  • Prior Value $83.7 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 183 stocks
  • Additional Purchases 14 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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