Chung Wu Investment Group, LLC Portfolio Holdings

Chung Wu Investment Group, LLC

  • $99.3 Billion
  • Q4 2024

Chung Wu Investment Group, LLC has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $99.3 Billion distributed in 77 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 $11B, Spdr Dow Jones Industrial Average ETF Trust with a value of $7.58B, Microsoft Corp with a value of $7.49B, Nvidia Corp with a value of $7.28B, and Apple Inc. with a value of $6.64B.

Examining the 13F form we can see an increase of $99.3B in the current position value.

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 $99.3 Billion
ETFs: $29.6 Billion
Technology: $26.6 Billion
Financial Services: $12.7 Billion
Energy: $8.19 Billion
Healthcare: $5.15 Billion
Communication Services: $5 Billion
Consumer Cyclical: $3.24 Billion
Industrials: $1.85 Billion
Other: $2.89 Billion

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.7B
$1.92 Billion 1.94% of portfolio
127,500
Q4 2024 New
$3.06B
$850 Million 0.86% of portfolio
2,935
Q4 2024 New
$7.2B
$355 Million 0.36% of portfolio
1,860
Q4 2024 New
$6.18B
$330 Million 0.33% of portfolio
3,180
Q4 2024 New
$2.65B
$305 Million 0.31% of portfolio
15,178
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 77
  • Current Value $99.3 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 77 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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