World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

  • $350 Billion
  • Q1 2025

World Equity Group, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $350 Billion distributed in 300 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $24.7B, First Tr Long/Short Equity ETF with a value of $15.2B, Microsoft Corp with a value of $15.2B, Invesco Qqq Trust, Series 1 with a value of $9.73B, and Costco Wholesale Corp with a value of $9.1B.

Examining the 13F form we can see an decrease of $116B in the current position value, from $466B to 350B.

World Equity Group, Inc. is based out at Schaumburg, IL

Below you can find more details about World Equity Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $350 Billion
ETFs: $167 Billion
Technology: $63.2 Billion
Financial Services: $20.4 Billion
Consumer Defensive: $18 Billion
Consumer Cyclical: $15.4 Billion
Healthcare: $13 Billion
Communication Services: $12.8 Billion
Energy: $8.89 Billion
Other: $15.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.1T
$24.7 Billion 7.05% of portfolio
110,397
Q1 2025 Added 36.69%
$0
$15.2 Billion 4.35% of portfolio
237,346
Q1 2025 Added 9.56%
$2.68T
$15.2 Billion 4.33% of portfolio
38,102
Q1 2025 Reduced 38.14%
$0
$9.73 Billion 2.78% of portfolio
20,748
Q1 2025 Reduced 0.34%
$424B
$9.1 Billion 2.6% of portfolio
9,622
Q1 2025 Added 697.84%
$0
$8.49 Billion 2.42% of portfolio
285,788
Q1 2025 Added 3.75%
$0
$7.28 Billion 2.08% of portfolio
13,020
Q1 2025 Reduced 50.1%
$241B
$6.92 Billion 1.98% of portfolio
63,551
Q1 2025 Reduced 39.88%
$0
$6.22 Billion 1.78% of portfolio
11,069
Q1 2025 Added 21.38%
$0
$6.04 Billion 1.73% of portfolio
139,061
Q1 2025 Added 6.48%
$1.7T
$6.05 Billion 1.73% of portfolio
31,892
Q1 2025 Added 6.01%
$109B
$4.59 Billion 1.31% of portfolio
16,146
Q1 2025 Reduced 43.51%
$0
$4.51 Billion 1.29% of portfolio
134,511
Q1 2025 Added 11.12%
$0
$4.42 Billion 1.26% of portfolio
185,685
Q1 2025 Added 1.83%
$1.13T
$4.13 Billion 1.18% of portfolio
7,166
Q1 2025 Reduced 43.12%
$0
$3.98 Billion 1.14% of portfolio
67,548
Q1 2025 Added 7.26%
$9.63B
$3.57 Billion 1.02% of portfolio
2,693
Q1 2025 Reduced 49.23%
$0
$3.51 Billion 1.0% of portfolio
37,774
Q1 2025 Added 135.66%
$178B
$3.28 Billion 0.94% of portfolio
50,169
Q1 2025 Reduced 36.59%
$903B
$3.18 Billion 0.91% of portfolio
20,414
Q1 2025 Added 11.33%
$674B
$3.15 Billion 0.9% of portfolio
6,098
Q1 2025 Added 35.39%
$251B
$3.06 Billion 0.87% of portfolio
35,145
Q1 2025 Reduced 49.31%
$439B
$2.97 Billion 0.85% of portfolio
25,053
Q1 2025 Added 2.07%
$0
$2.92 Billion 0.83% of portfolio
57,353
Q1 2025 Reduced 50.39%
$0
$2.82 Billion 0.81% of portfolio
5,485
Q1 2025 Reduced 51.41%
$0
$2.72 Billion 0.78% of portfolio
74,287
Q1 2025 Added 9.23%
$0
$2.59 Billion 0.74% of portfolio
10,572
Q1 2025 Added 355.3%
$0
$2.51 Billion 0.72% of portfolio
42,801
Q1 2025 Added 9.47%
$0
$2.5 Billion 0.71% of portfolio
43,600
Q1 2025 Reduced 9.2%
$718B
$2.49 Billion 0.71% of portfolio
9,595
Q1 2025 Reduced 25.52%
$296B
$2.47 Billion 0.71% of portfolio
60,010
Q1 2025 Added 1.45%
$523B
$2.44 Billion 0.7% of portfolio
7,057
Q1 2025 Reduced 18.3%
$0
$2.21 Billion 0.63% of portfolio
43,293
Q1 2025 Reduced 46.86%
$355B
$2.18 Billion 0.62% of portfolio
5,860
Q1 2025 Added 39.72%
$410B
$2.12 Billion 0.6% of portfolio
12,786
Q1 2025 Reduced 48.59%
$0
$2.05 Billion 0.59% of portfolio
9,730
Q1 2025 Added 397.7%
$0
$1.98 Billion 0.57% of portfolio
18,862
Q1 2025 Reduced 50.61%
$227B
$1.91 Billion 0.55% of portfolio
6,146
Q1 2025 Reduced 46.19%
$393B
$1.91 Billion 0.54% of portfolio
11,201
Q1 2025 Reduced 46.14%
$0
$1.9 Billion 0.54% of portfolio
23,656
Q1 2025 Added 199.22%
$0
$1.82 Billion 0.52% of portfolio
4,916
Q1 2025 Reduced 47.9%
First Tr Exchng Traded Fd Vi
-
$1.81 Billion 0.52% of portfolio
-
Q1 2025 Added 7.57%
$301B
$1.82 Billion 0.52% of portfolio
8,766
Q1 2025 Reduced 15.1%
$0
$1.74 Billion 0.5% of portfolio
23,603
Q1 2025 Added 5.75%
$0
$1.71 Billion 0.49% of portfolio
37,020
Q1 2025 Added 4.39%
$672B
$1.61 Billion 0.46% of portfolio
6,616
Q1 2025 Reduced 50.24%
$0
$1.57 Billion 0.45% of portfolio
31,527
Q1 2025 Reduced 34.92%
$5.08B
$1.59 Billion 0.45% of portfolio
138,500
Q1 2025 Reduced 55.18%
$0
$1.54 Billion 0.44% of portfolio
55,190
Q1 2025 Reduced 49.48%

Summary

  • Portfolio
  • No. of Stocks 300
  • Current Value $350 Billion
  • Prior Value $466 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 38 stocks
  • Additional Purchases 97 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 163 stocks
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