Chung Wu Investment Group, LLC Portfolio Holdings by Sector
Chung Wu Investment Group, LLC
- $120 Billion
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV DIA SPY GDXJ IYY PFFA USD JEPQ 46 stocks |
$28.9 Million
27.47% of portfolio
|
18
|
8
|
8
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL PANW HOOD FOUR 6 stocks |
$9.81 Million
9.32% of portfolio
|
4
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA MU AAOI AMD INTC TSM QCOM NXPI 10 stocks |
$6.1 Million
5.79% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
AM OKE ET PAA MPLX KMI EPD KNTK 9 stocks |
$5.8 Million
5.51% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC EWBC 3 stocks |
$5.27 Million
5.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.25 Million
4.99% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
EOS BX HTGC MYI MQY NVG NAD NEA 15 stocks |
$5.13 Million
4.87% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V ALLY MA AXP 4 stocks |
$4.37 Million
4.15% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS IREN LPLA APLD 5 stocks |
$3.53 Million
3.36% of portfolio
|
4
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI CVS 3 stocks |
$2.55 Million
2.42% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM CVX PBR 3 stocks |
$2.35 Million
2.23% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
APP MSTR SNOW UBER CRM NOW SOUN 7 stocks |
$2.23 Million
2.12% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AZN MRK BMY PFE 5 stocks |
$2.17 Million
2.06% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
KTOS AVAV HWM BA RTX TDG 6 stocks |
$2.02 Million
1.92% of portfolio
|
2
|
1
|
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1.59 Million
1.51% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL GOOG ZG 4 stocks |
$1.57 Million
1.49% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ FLR 2 stocks |
$1.55 Million
1.47% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$1.48 Million
1.41% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG NNN 2 stocks |
$1.45 Million
1.37% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN CVNA PDD 3 stocks |
$1.33 Million
1.27% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$1.12 Million
1.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CRDO LITE CSCO MSI 4 stocks |
$1.11 Million
1.05% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX WBD NXST 3 stocks |
$994,724
0.94% of portfolio
|
3
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR DUK NEE SO CNP 5 stocks |
$957,079
0.91% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$605,737
0.58% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG COP NOG OXY 4 stocks |
$547,608
0.52% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Other Industrial Metals & Mining | Basic Materials
MP VALE BHP 3 stocks |
$472,139
0.45% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$465,048
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Railroads | Industrials
NSC 1 stocks |
$450,615
0.43% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$363,375
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
INSM UTHR DYN REGN TRVI ALNY 6 stocks |
$357,414
0.34% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC DWAC 2 stocks |
$356,461
0.34% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance Brokers | Financial Services
AJG MMC 2 stocks |
$334,013
0.32% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Uranium | Energy
CCJ 1 stocks |
$318,668
0.3% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM EWH 2 stocks |
$271,595
0.26% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B SLF 2 stocks |
$244,049
0.23% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Household & Personal Products | Consumer Defensive
ELF PG 2 stocks |
$204,712
0.19% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA RACE F 3 stocks |
$195,230
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
LDOS FISV 2 stocks |
$194,179
0.18% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ CMCSA LUMN 3 stocks |
$166,560
0.16% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
NTRA 1 stocks |
$160,970
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airports & Air Services | Industrials
JOBY 1 stocks |
$112,980
0.11% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$98,287
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO KDP 2 stocks |
$94,890
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Refining & Marketing | Energy
SUN 1 stocks |
$90,018
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$56,750
0.05% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Equipment & Services | Energy
SOI 1 stocks |
$51,961
0.05% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
RLI PGR TRV 3 stocks |
$49,605
0.05% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
REIT—Industrial | Real Estate
EXR STAG CUBE 3 stocks |
$42,841
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Gold | Basic Materials
NEM WPM 2 stocks |
$38,146
0.04% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
REIT—Mortgage | Real Estate
STWD EFC KREF DX GPMT 5 stocks |
$30,792
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Electrical Equipment & Parts | Industrials
EOSE 1 stocks |
$30,127
0.03% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Medical Care Facilities | Healthcare
HCA 1 stocks |
$29,834
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Steel | Basic Materials
MSB 1 stocks |
$29,270
0.03% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Food Distribution | Consumer Defensive
SYY 1 stocks |
$24,702
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Marine Shipping | Industrials
ZIM 1 stocks |
$20,325
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD CAKE 2 stocks |
$19,393
0.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$18,989
0.02% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$15,998
0.02% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
ABT 1 stocks |
$14,466
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD 1 stocks |
$14,220
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
IRM 1 stocks |
$10,194
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
BIP 1 stocks |
$9,867
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
CARR 1 stocks |
$8,955
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Copper | Basic Materials
IE 1 stocks |
$6,275
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC 1 stocks |
$6,028
0.01% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
RGTI 1 stocks |
$2,979
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
AMCR 1 stocks |
$2,454
0.0% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Parts | Consumer Cyclical
MGA 1 stocks |
$1,895
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Gas | Utilities
NFE 1 stocks |
$1,105
0.0% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|