Chung Wu Investment Group, LLC Portfolio Holdings by Sector
Chung Wu Investment Group, LLC
- $99.3 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IVV DIA JEPQ SPY PFFA JEPI TQQQ IYY 14 stocks |
$29.6 Million
31.06% of portfolio
|
14
|
- |
14
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT HOOD PLTR FOUR TOST 5 stocks |
$8.73 Million
9.16% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AAOI AMD 3 stocks |
$7.8 Million
8.19% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.64 Million
6.97% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
AM OKE PAA ET MPLX KMI 6 stocks |
$5.95 Million
6.25% of portfolio
|
6
|
- |
6
|
- |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
EOS BX HTGC 3 stocks |
$4.87 Million
5.12% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC EWBC 3 stocks |
$4.4 Million
4.62% of portfolio
|
3
|
- |
3
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
META 1 stocks |
$3.61 Million
3.79% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$3.27 Million
3.44% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V MA 2 stocks |
$2.6 Million
2.73% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
MSTR APP DUOL NOW TTD 5 stocks |
$2.5 Million
2.63% of portfolio
|
5
|
- |
5
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
ABBV AZN 2 stocks |
$1.88 Million
1.97% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD LOW 2 stocks |
$1.68 Million
1.77% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$1.64 Million
1.73% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$1.39 Million
1.47% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Retail | Real Estate
SPG 1 stocks |
$1.33 Million
1.4% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE GTLS 2 stocks |
$1.15 Million
1.21% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1.09 Million
1.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS MS 2 stocks |
$808,001
0.85% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$726,367
0.76% of portfolio
|
2
|
- |
2
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV 1 stocks |
$667,615
0.7% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Independent Power Producers | Utilities
VST 1 stocks |
$613,522
0.64% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
EOG 1 stocks |
$595,494
0.63% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
MTZ 1 stocks |
$498,272
0.52% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
DELL 1 stocks |
$295,014
0.31% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
EXPE 1 stocks |
$242,229
0.25% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
RACE 1 stocks |
$225,165
0.24% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$217,419
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Airlines | Industrials
DAL 1 stocks |
$204,490
0.21% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|