World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

  • $466 Billion
  • Q4 2024

World Equity Group, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $466 Billion distributed in 391 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26B, Apple Inc. with a value of $20.2B, Spdr S&P 500 ETF Trust with a value of $15.3B, First Tr Long/Short Equity ETF with a value of $14.3B, and Nvidia Corp with a value of $14.2B.

Examining the 13F form we can see an increase of $190B in the current position value, from $277B to 466B.

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 $466 Billion
ETFs: $229 Billion
Technology: $82.2 Billion
Financial Services: $25.3 Billion
Consumer Cyclical: $22.3 Billion
Communication Services: $17.8 Billion
Healthcare: $16.3 Billion
Consumer Defensive: $15 Billion
Industrials: $14.9 Billion
Other: $20 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.04T
$26 Billion 5.57% of portfolio
61,594
Q4 2024 Added 96.53%
$3.93T
$20.2 Billion 4.34% of portfolio
80,766
Q4 2024 Reduced 3.7%
$346B
$14.2 Billion 3.04% of portfolio
105,708
Q4 2024 Added 110.53%
$1.64T
$7.38 Billion 1.58% of portfolio
12,598
Q4 2024 Added 113.89%
$2.33T
$6.6 Billion 1.42% of portfolio
30,084
Q4 2024 Added 1.04%
$282B
$6.26 Billion 1.34% of portfolio
69,330
Q4 2024 Added 98.42%
$234B
$5.98 Billion 1.28% of portfolio
79,124
Q4 2024 Added 53.5%
$10.6B
$5.87 Billion 1.26% of portfolio
5,304
Q4 2024 Added 92.03%
$1.12T
$5.2 Billion 1.12% of portfolio
12,882
Q4 2024 Added 101.44%
$408B
$3.58 Billion 0.77% of portfolio
24,872
Q4 2024 Added 99.17%
$386B
$3.49 Billion 0.75% of portfolio
20,796
Q4 2024 Added 186.53%
$1.11T
$3.47 Billion 0.74% of portfolio
18,336
Q3 2024 Reduced 47.28%
$5.08B
$3.35 Billion 0.72% of portfolio
309,000
Q4 2024 Added 87.39%
$227B
$3.31 Billion 0.71% of portfolio
11,422
Q4 2024 Added 92.61%
$811B
$3.19 Billion 0.68% of portfolio
13,296
Q4 2024 Added 99.7%
$578B
$2.73 Billion 0.59% of portfolio
8,638
Q4 2024 Added 110.43%
$377B
$2.6 Billion 0.56% of portfolio
59,151
Q4 2024 Added 0.41%
$143B
$2.37 Billion 0.51% of portfolio
89,682
Q4 2024 Added 35.98%
$624B
$2.04 Billion 0.44% of portfolio
4,504
Q4 2024 Reduced 11.06%
$341B
$1.84 Billion 0.39% of portfolio
10,325
Q4 2024 Added 34.09%
$0
$1.77 Billion 0.38% of portfolio
122,195
Q4 2024 Reduced 4.36%
$1.14T
$1.67 Billion 0.36% of portfolio
8,769
Q4 2024 Added 5.84%
$419B
$1.63 Billion 0.35% of portfolio
4,194
Q4 2024 Added 0.82%
$94.4B
$1.51 Billion 0.32% of portfolio
6,497
Q4 2024 Added 9.93%
$470B
$1.38 Billion 0.3% of portfolio
8,304
Q4 2024 Added 108.91%
$187B
$1.38 Billion 0.29% of portfolio
3,793
Q4 2024 Reduced 7.83%
$471B
$1.35 Billion 0.29% of portfolio
1,516
Q4 2024 Added 48.63%
$134B
$1.28 Billion 0.28% of portfolio
17,916
Q4 2024 Added 100.54%
$172B
$1.31 Billion 0.28% of portfolio
32,640
Q4 2024 Added 89.87%
$225B
$1.32 Billion 0.28% of portfolio
2,310
Q4 2024 Reduced 18.52%
$33.1B
$1.31 Billion 0.28% of portfolio
25,602
Q4 2024 Added 82.87%
$298B
$1.31 Billion 0.28% of portfolio
20,983
Q4 2024 Added 0.91%
$0
$1.28 Billion 0.27% of portfolio
190,616
Q4 2024 Added 108.14%
$304B
$1.2 Billion 0.26% of portfolio
8,309
Q4 2024 Added 6.8%
$234B
$1.22 Billion 0.26% of portfolio
5,541
Q4 2024 Reduced 10.27%
$0
$1.2 Billion 0.26% of portfolio
54,501
Q4 2024 Added 273.5%
$1.06T
$1.18 Billion 0.25% of portfolio
5,988
Q4 2024 Added 109.81%
$39.7B
$1.1 Billion 0.24% of portfolio
14,218
Q4 2024 New
$210B
$1.1 Billion 0.24% of portfolio
11,040
Q4 2024 Reduced 9.77%
$474B
$1.1 Billion 0.24% of portfolio
1,206
Q4 2024 Reduced 11.58%
$128B
$1.1 Billion 0.23% of portfolio
3,741
Q4 2024 Reduced 2.07%
$490B
$1.05 Billion 0.22% of portfolio
2,070
Q4 2024 Added 108.46%
$146B
$981 Million 0.21% of portfolio
2,726
Q4 2024 Added 168.57%
$153B
$964 Million 0.21% of portfolio
9,062
Q4 2024 Added 106.71%
$59.9B
$915 Million 0.2% of portfolio
5,030
Q4 2024 Added 309.61%
$90B
$953 Million 0.2% of portfolio
1,500
Q4 2024 New
$199B
$952 Million 0.2% of portfolio
898
Q4 2024 New
-
$907 Million 0.19% of portfolio
-
Q4 2024 Added 143.99%
$67.6B
$883 Million 0.19% of portfolio
3,112
Q4 2024 Added 4.61%

Summary

  • Portfolio
  • No. of Stocks 391
  • Current Value $466 Billion
  • Prior Value $277 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 04, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 144 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 34 stocks
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