Chung Wu Investment Group, LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $120 Billion distributed in 255 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 $10.9B, Microsoft Corp with a value of $8.58B, Spdr Dow Jones Industrial Average ETF Trust with a value of $7.13B, Neos Nasdaq 100 High Income ETF with a value of $5.39B, and Apple Inc. with a value of $5.25B.
Examining the 13F form we can see an increase of $24.1B in the current position value, from $95.9B to 120B.
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
$120 Billion
ETFs: $29.2 Billion
Technology: $24.7 Billion
Financial Services: $19.3 Billion
Energy: $9.15 Billion
Industrials: $5.4 Billion
Healthcare: $5.29 Billion
Consumer Cyclical: $3.6 Billion
Communication Services: $3.2 Billion
Other: $5.46 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
