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
$136B
$343 Million 0.1% of portfolio
3,396
Q1 2025 New
$58.4B
$354 Million 0.1% of portfolio
600
Q1 2025 Reduced 40.0%
$0
$362 Million 0.1% of portfolio
3,316
Q1 2025 Reduced 45.87%
$0
$351 Million 0.1% of portfolio
8,779
Q1 2025 New
$0
$343 Million 0.1% of portfolio
3,579
Q1 2025 New
$0
$351 Million 0.1% of portfolio
3,852
Q1 2025 Added 56.59%
$70.2B
$357 Million 0.1% of portfolio
2,138
Q1 2025 Added 1.86%
$0
$348 Million 0.1% of portfolio
41,046
Q1 2025 Reduced 43.38%
$43.1B
$363 Million 0.1% of portfolio
642
Q1 2025 Reduced 49.21%
$68.2B
$334 Million 0.1% of portfolio
2,183
Q1 2025 New
$0
$320 Million 0.09% of portfolio
3,199
Q1 2025 New
$14.2B
$304 Million 0.09% of portfolio
3,474
Q1 2025 Reduced 50.01%
$0
$310 Million 0.09% of portfolio
2,992
Q1 2025 New
$146B
$310 Million 0.09% of portfolio
2,545
Q1 2025 Reduced 45.57%
$70.6B
$331 Million 0.09% of portfolio
2,810
Q1 2025 Reduced 44.49%
$0
$329 Million 0.09% of portfolio
4,292
Q1 2025 Reduced 45.42%
$67.5B
$309 Million 0.09% of portfolio
1,217
Q4 2024 Added 3.57%
$177B
$316 Million 0.09% of portfolio
1,664
Q1 2025 Reduced 48.0%
$0
$316 Million 0.09% of portfolio
1,680
Q1 2025 Reduced 46.9%
$0
$315 Million 0.09% of portfolio
6,235
Q1 2025 New
$25.9B
$327 Million 0.09% of portfolio
8,472
Q1 2025 Reduced 66.91%
$0
$327 Million 0.09% of portfolio
16,516
Q1 2025 Reduced 46.35%
$0
$306 Million 0.09% of portfolio
8,598
Q1 2025 Added 14.73%
-
$307 Million 0.09% of portfolio
-
Q1 2025 Reduced 62.88%
$132B
$319 Million 0.09% of portfolio
859
Q1 2025 Reduced 68.49%
$254B
$276 Million 0.08% of portfolio
1,845
Q1 2025 Reduced 51.45%
$198B
$264 Million 0.08% of portfolio
1,591
Q1 2025 Reduced 43.62%
$1.09B
$273 Million 0.08% of portfolio
4,960
Q1 2025 New
$69.4B
$286 Million 0.08% of portfolio
1,078
Q1 2025 New
$5.46B
$285 Million 0.08% of portfolio
14,772
Q1 2025 Reduced 48.77%
$0
$281 Million 0.08% of portfolio
3,994
Q1 2025 Reduced 46.0%
$17.1B
$276 Million 0.08% of portfolio
725
Q1 2025 Reduced 0.14%
$0
$279 Million 0.08% of portfolio
4,658
Q1 2025 Reduced 65.77%
$0
$291 Million 0.08% of portfolio
5,876
Q1 2025 Reduced 47.31%
First Tr Exchng Traded Fd Vi
-
$265 Million 0.08% of portfolio
-
Q1 2025 Reduced 7.64%
$155B
$268 Million 0.08% of portfolio
336
Q1 2025 Reduced 62.58%
$0
$293 Million 0.08% of portfolio
7,209
Q1 2025 Reduced 46.68%
$0
$285 Million 0.08% of portfolio
1,783
Q1 2025 Reduced 92.15%
$0
$274 Million 0.08% of portfolio
1,861
Q1 2025 Reduced 10.53%
$0
$291 Million 0.08% of portfolio
5,735
Q1 2025 Reduced 57.1%
$23.9B
$271 Million 0.08% of portfolio
829
Q1 2025 Reduced 51.8%
$14.5B
$278 Million 0.08% of portfolio
8,614
Q1 2025 Reduced 50.02%
Blackrock ETF Trust Ii
-
$280 Million 0.08% of portfolio
-
Q1 2025 Added 9.16%
$0
$270 Million 0.08% of portfolio
2,962
Q1 2025 Reduced 62.72%
$0
$284 Million 0.08% of portfolio
677
Q1 2025 Reduced 50.8%
$0
$291 Million 0.08% of portfolio
8,725
Q1 2025 Added 19.87%
$243B
$280 Million 0.08% of portfolio
1,041
Q1 2025 Reduced 18.29%
First Tr Exchng Traded Fd Vi
-
$258 Million 0.07% of portfolio
-
Q1 2025 Reduced 76.87%
$0
$251 Million 0.07% of portfolio
5,711
Q1 2025 Reduced 43.24%

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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