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
-
$879 Million 0.19% of portfolio
-
Q4 2024 New
$125B
$894 Million 0.19% of portfolio
2,695
Q4 2024 Added 3.26%
$200B
$866 Million 0.19% of portfolio
7,778
Q4 2024 Added 37.74%
$97.8B
$824 Million 0.18% of portfolio
2,408
Q4 2024 Added 1.9%
$60.5B
$851 Million 0.18% of portfolio
22,200
Q4 2024 New
$164B
$843 Million 0.18% of portfolio
11,980
Q4 2024 Added 3.26%
$265B
$840 Million 0.18% of portfolio
14,184
Q4 2024 Reduced 5.12%
$93.6B
$773 Million 0.17% of portfolio
2,770
Q4 2024 Added 94.52%
$154B
$782 Million 0.17% of portfolio
3,430
Q4 2024 Added 82.84%
$182B
$782 Million 0.17% of portfolio
6,758
Q4 2024 Added 102.15%
$45.8B
$758 Million 0.16% of portfolio
1,264
Q4 2024 Added 106.2%
$35.5B
$739 Million 0.16% of portfolio
6,288
Q4 2024 Added 104.29%
$93.5B
$746 Million 0.16% of portfolio
9,054
Q4 2024 Added 101.29%
$9.07B
$766 Million 0.16% of portfolio
1,946
Q4 2024 Added 90.22%
$15.9B
$699 Million 0.15% of portfolio
6,950
Q4 2024 Added 100.06%
$46B
$704 Million 0.15% of portfolio
21,932
Q4 2024 Added 102.42%
$42.4B
$649 Million 0.14% of portfolio
17,252
Q4 2024 Added 10.95%
$0
$647 Million 0.14% of portfolio
72,492
Q4 2024 Added 119.37%
$160B
$661 Million 0.14% of portfolio
17,601
Q4 2024 Added 2.37%
$84.2B
$638 Million 0.14% of portfolio
5,062
Q4 2024 Added 87.83%
$93.7B
$609 Million 0.13% of portfolio
3,018
Q4 2024 Added 121.42%
$177B
$600 Million 0.13% of portfolio
3,200
Q4 2024 Added 105.79%
$228B
$608 Million 0.13% of portfolio
5,376
Q4 2024 Added 6.29%
$814B
$623 Million 0.13% of portfolio
807
Q4 2024 Added 6.75%
$184B
$629 Million 0.13% of portfolio
5,209
Q4 2024 Reduced 1.7%
$149B
$626 Million 0.13% of portfolio
2,726
Q4 2024 Added 5.99%
$83.9B
$570 Million 0.12% of portfolio
9,551
Q4 2024 Added 8.13%
$144B
$565 Million 0.12% of portfolio
4,676
Q4 2024 Added 124.38%
$30.3B
$561 Million 0.12% of portfolio
1,720
Q4 2024 New
$0
$565 Million 0.12% of portfolio
30,782
Q4 2024 Added 161.62%
$205B
$492 Million 0.11% of portfolio
944
Q4 2024 Added 103.89%
$0
$514 Million 0.11% of portfolio
58,232
Q4 2024 Added 14.32%
$60.7B
$520 Million 0.11% of portfolio
1,000
Q4 2024 Added 100.0%
$4.28B
$515 Million 0.11% of portfolio
28,834
Q4 2024 Added 94.27%
$73.4B
$494 Million 0.11% of portfolio
15,742
Q4 2024 New
$876M
$529 Million 0.11% of portfolio
17,794
Q4 2024 New
$23.1B
$500 Million 0.11% of portfolio
17,234
Q4 2024 Added 92.26%
$4.27B
$445 Million 0.1% of portfolio
11,872
Q4 2024 Added 100.0%
$91.8B
$453 Million 0.1% of portfolio
1,229
Q4 2024 Reduced 0.97%
$231B
$457 Million 0.1% of portfolio
3,800
Q4 2024 Added 108.11%
$26.6B
$466 Million 0.1% of portfolio
5,316
Q4 2024 New
$11.4B
$473 Million 0.1% of portfolio
6,940
Q4 2024 Added 100.0%
$84.1B
$473 Million 0.1% of portfolio
1,280
Q4 2024 Added 116.22%
$0
$485 Million 0.1% of portfolio
19,950
Q4 2024 Added 3.72%
$3.47B
$437 Million 0.09% of portfolio
25,114
Q4 2024 Reduced 6.87%
$329B
$426 Million 0.09% of portfolio
1,274
Q4 2024 New
$22.5B
$398 Million 0.09% of portfolio
654
Q4 2024 New
$90.9B
$421 Million 0.09% of portfolio
1,402
Q4 2024 Added 0.65%
$199B
$429 Million 0.09% of portfolio
2,822
Q4 2024 Added 82.89%

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
Track This Portfolio

Track World Equity Group, Inc. Portfolio

Follow World Equity Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email