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
$0
$1.55 Billion 0.44% of portfolio
9,028
Q1 2025 Added 47.42%
$320B
$1.56 Billion 0.44% of portfolio
21,709
Q1 2025 Added 3.46%
$0
$1.53 Billion 0.44% of portfolio
8,867
Q1 2025 Reduced 49.08%
$937B
$1.49 Billion 0.42% of portfolio
9,213
Q1 2025 Added 5.06%
First Tr Exchng Traded Fd Vi
-
$1.47 Billion 0.42% of portfolio
-
Q1 2025 New
$0
$1.42 Billion 0.41% of portfolio
29,774
Q1 2025 Reduced 21.95%
$0
$1.42 Billion 0.41% of portfolio
6,893
Q1 2025 Reduced 52.03%
$269B
$1.4 Billion 0.4% of portfolio
8,569
Q1 2025 Added 3.13%
$68.7B
$1.32 Billion 0.38% of portfolio
7,904
Q1 2025 Added 21.66%
$126B
$1.33 Billion 0.38% of portfolio
50,975
Q1 2025 Reduced 43.16%
$0
$1.31 Billion 0.37% of portfolio
90,593
Q1 2025 Reduced 25.86%
$154B
$1.31 Billion 0.37% of portfolio
3,871
Q1 2025 Added 2.06%
$0
$1.26 Billion 0.36% of portfolio
6,609
Q1 2025 Added 95.47%
$0
$1.26 Billion 0.36% of portfolio
25,803
Q1 2025 Added 38.33%
$178B
$1.27 Billion 0.36% of portfolio
2,330
Q1 2025 Added 0.87%
First Tr Exchng Traded Fd Vi
-
$1.24 Billion 0.36% of portfolio
-
Q1 2025 Reduced 6.59%
$0
$1.21 Billion 0.35% of portfolio
26,753
Q1 2025 Reduced 47.52%
$125B
$1.23 Billion 0.35% of portfolio
17,523
Q1 2025 Added 46.27%
$122B
$1.22 Billion 0.35% of portfolio
4,070
Q1 2025 Added 8.79%
$216B
$1.18 Billion 0.34% of portfolio
4,798
Q1 2025 Reduced 13.41%
$47.1B
$1.18 Billion 0.34% of portfolio
25,549
Q1 2025 Added 48.09%
$69.6B
$1.13 Billion 0.32% of portfolio
3,307
Q1 2025 Added 6.27%
$106B
$1.12 Billion 0.32% of portfolio
4,090
Q1 2025 Added 51.76%
$0
$1.13 Billion 0.32% of portfolio
16,524
Q1 2025 Reduced 70.94%
$231B
$1.1 Billion 0.32% of portfolio
8,501
Q1 2025 Added 58.13%
$0
$1.05 Billion 0.3% of portfolio
18,699
Q1 2025 Reduced 37.65%
$0
$1.02 Billion 0.29% of portfolio
48,106
Q1 2025 Added 13.12%
$226B
$932 Million 0.27% of portfolio
15,409
Q1 2025 Added 8.64%
$0
$958 Million 0.27% of portfolio
40,563
Q1 2025 Reduced 47.22%
-
$955 Million 0.27% of portfolio
-
Q1 2025 Added 7.97%
$140B
$951 Million 0.27% of portfolio
4,594
Q1 2025 Added 68.53%
$79.2B
$923 Million 0.26% of portfolio
2,619
Q1 2025 Added 8.76%
$0
$919 Million 0.26% of portfolio
3,342
Q1 2025 Reduced 36.78%
$786B
$919 Million 0.26% of portfolio
1,113
Q1 2025 Added 37.92%
$0
$920 Million 0.26% of portfolio
4,147
Q1 2025 Reduced 45.76%
$0
$889 Million 0.25% of portfolio
23,712
Q1 2025 Added 8.53%
$0
$866 Million 0.25% of portfolio
23,302
Q1 2025 Added 16.25%
$0
$886 Million 0.25% of portfolio
6,761
Q1 2025 Reduced 49.96%
$0
$841 Million 0.24% of portfolio
4,192
Q1 2025 Reduced 45.0%
$0
$852 Million 0.24% of portfolio
30,501
Q1 2025 Added 16.29%
$0
$790 Million 0.23% of portfolio
8,542
Q1 2025 Reduced 36.94%
$94.4B
$799 Million 0.23% of portfolio
3,483
Q1 2025 Added 15.41%
$131B
$816 Million 0.23% of portfolio
11,326
Q1 2025 Reduced 36.78%
$0
$797 Million 0.23% of portfolio
19,004
Q1 2025 Reduced 3.18%
$0
$820 Million 0.23% of portfolio
26,909
Q1 2025 Added 11.85%
Exchange Listed Fds Tr
-
$800 Million 0.23% of portfolio
-
Q1 2025 Added 78.22%
$0
$809 Million 0.23% of portfolio
15,809
Q1 2025 Added 37.03%
$105B
$810 Million 0.23% of portfolio
13,633
Q1 2025 Added 7.87%
$181B
$787 Million 0.22% of portfolio
17,390
Q1 2025 Reduced 46.72%

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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