Portfolio (Quarterly)
Guide ↗
Chung Wu Investment Group, LLC
· CIK 0002054278| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | UCO | PROSHARES ULTRA BLOOMBERG CRUDE OIL | Financial Services | 1,300 | $51K | 0.04% | SOLD |
| 22 | — | NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS) | — | 450 | $47K | 0.04% | SOLD |
| 23 | PBR | PETROLEO BRASILEIRO S A SPONSORED ADR (BRAZIL) | Energy | 2,000 | $42K | 0.04% | SOLD |
| 24 | LPLA | LPL FINL HLDGS INCORPORATED | Financial Services | 100 | $30K | 0.03% | SOLD |
| 25 | REGN | REGENERON PHARMACEUTICALS | Healthcare | 30 | $23K | 0.02% | SOLD |
| 26 | NXST | NEXSTAR MEDIA GROUP INCORPORATED COMMON STOCK | Communication Services | 100 | $18K | 0.02% | SOLD |
| 27 | TSLR | GRANITESHARES 2X LONG TSLA DAILY ETF | — | 650 | $13K | 0.01% | SOLD |
| 28 | — | BARON FIRST PRINCIPLES ETF | — | 500 | $11K | 0.01% | SOLD |
| 29 | — | INFINITY NAT RES INCORPORATED COM CLASS A | — | 600 | $11K | 0.01% | SOLD |
| 30 | IRM | IRON MTN INCORPORATED DEL REIT | Real Estate | 100 | $10K | 0.01% | SOLD |
| 31 | PANW | PALO ALTO NETWORKS INCORPORATED | Technology | 60 | $10K | 0.01% | SOLD |
| 32 | LUMN | LUMEN TECHNOLOGIES INCORPORATED | Communication Services | 500 | $3K | 0.00% | SOLD |
| 33 | ZG | ZILLOW GROUP INCORPORATED CLASS A | — | 80 | $3K | 0.00% | SOLD |
Sector Allocation
Technology
36.4%
Financial Services
28.8%
Energy
9.1%
Industrials
8.4%
Healthcare
6.2%
Utilities
3.3%
Basic Materials
2.3%
Consumer Cyclical
1.8%
Real Estate
1.4%
Communication Services
1.4%