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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$341B
$1.84 Billion 0.39% of portfolio
10,325
Q4 2024 Added 34.09%
$0
$1.82 Billion 0.39% of portfolio
76,846
Q4 2024 Added 496.82%
$0
$1.82 Billion 0.39% of portfolio
38,145
Q4 2024 Added 765.75%
Northern Lts Fd Tr Iii
-
$1.8 Billion 0.39% of portfolio
-
Q4 2024 Added 40.44%
$0
$1.75 Billion 0.38% of portfolio
22,320
Q4 2024 Reduced 27.39%
First Tr Exchng Traded Fd Vi
-
$1.77 Billion 0.38% of portfolio
-
Q4 2024 Added 235.88%
$0
$1.77 Billion 0.38% of portfolio
122,195
Q4 2024 Reduced 4.36%
$0
$1.78 Billion 0.38% of portfolio
13,512
Q4 2024 Added 105.57%
$0
$1.68 Billion 0.36% of portfolio
7,622
Q4 2024 Added 105.67%
$0
$1.69 Billion 0.36% of portfolio
29,990
Q4 2024 Added 118.44%
$1.14T
$1.67 Billion 0.36% of portfolio
8,769
Q4 2024 Added 5.84%
$0
$1.63 Billion 0.35% of portfolio
16,029
Q4 2024 Added 18.43%
$419B
$1.63 Billion 0.35% of portfolio
4,194
Q4 2024 Added 0.82%
$0
$1.6 Billion 0.34% of portfolio
35,464
Q4 2024 Added 20.23%
$0
$1.53 Billion 0.33% of portfolio
5,286
Q4 2024 Added 97.83%
$94.4B
$1.51 Billion 0.32% of portfolio
6,497
Q4 2024 Added 9.93%
$0
$1.39 Billion 0.3% of portfolio
29,992
Q4 2024 Added 109.84%
$470B
$1.38 Billion 0.3% of portfolio
8,304
Q4 2024 Added 108.91%
$0
$1.38 Billion 0.3% of portfolio
28,124
Q4 2024 Added 374.11%
$0
$1.41 Billion 0.3% of portfolio
8,844
Q4 2024 Added 29.98%
$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%
First Tr Exchng Traded Fd Vi
-
$1.35 Billion 0.29% of portfolio
-
Q4 2024 Reduced 44.83%
T Rowe Price ETF Inc
-
$1.37 Billion 0.29% of portfolio
-
Q4 2024 New
$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%
$0
$1.29 Billion 0.28% of portfolio
13,546
Q4 2024 New
$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%
First Tr Exchng Traded Fd Vi
-
$1.17 Billion 0.25% of portfolio
-
Q4 2024 New
$0
$1.17 Billion 0.25% of portfolio
9,445
Q4 2024 Added 110.22%
$39.7B
$1.1 Billion 0.24% of portfolio
14,218
Q4 2024 New
$0
$1.1 Billion 0.24% of portfolio
4,156
Q4 2024 Added 106.66%
$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%
$0
$1.08 Billion 0.23% of portfolio
19,152
Q4 2024 New
$0
$1.09 Billion 0.23% of portfolio
6,124
Q4 2024 Added 62.92%
$128B
$1.1 Billion 0.23% of portfolio
3,741
Q4 2024 Reduced 2.07%
$0
$1.06 Billion 0.23% of portfolio
15,310
Q4 2024 New
$0
$1.07 Billion 0.23% of portfolio
13,874
Q4 2024 New
Ishares Bitcoin Trust ETF
-
$1.09 Billion 0.23% of portfolio
-
Q4 2024 Added 128.43%
$490B
$1.05 Billion 0.22% of portfolio
2,070
Q4 2024 Added 108.46%
$0
$1.04 Billion 0.22% of portfolio
3,714
Q4 2024 Added 111.62%

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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