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
MSFT Microsoft Corp Technology	$3.05T	$26 Billion 5.57% of portfolio	61,594	Q4 2024 Added 96.53%
AAPL Apple Inc. Technology	$3.66T	$20.2 Billion 4.34% of portfolio	80,766	Q4 2024 Reduced 3.7%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$15.3 Billion 3.28% of portfolio	26,090	Q4 2024 Added 107.91%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$14.3 Billion 3.06% of portfolio	216,628	Q4 2024 Added 51.27%
NVDA Nvidia Corp Technology	$324B	$14.2 Billion 3.04% of portfolio	105,708	Q4 2024 Added 110.53%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$10.6 Billion 2.28% of portfolio	20,818	Q4 2024 Added 15.72%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$8.39 Billion 1.8% of portfolio	275,464	Q4 2024 Added 5.12%
META Meta Platforms, Inc. Communication Services	$1.61T	$7.38 Billion 1.58% of portfolio	12,598	Q4 2024 Added 113.89%
GLD Spdr Gold Trust ETFs	$91.1B	$6.92 Billion 1.48% of portfolio	28,582	Q4 2024 Added 107.3%
AMZN Amazon Com Inc Consumer Cyclical	$2.33T	$6.6 Billion 1.42% of portfolio	30,084	Q4 2024 Added 1.04%
WMT Walmart Inc. Consumer Defensive	$275B	$6.26 Billion 1.34% of portfolio	69,330	Q4 2024 Added 98.42%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$6.08 Billion 1.3% of portfolio	11,288	Q4 2024 Added 118.8%
PLTR Palantir Technologies Inc. Technology	$218B	$5.98 Billion 1.28% of portfolio	79,124	Q4 2024 Added 53.5%
TPL Texas Pacific Land Corp Energy	$10.4B	$5.87 Billion 1.26% of portfolio	5,304	Q4 2024 Added 92.03%
VEA Vanguard Ftse Developed Market ETFs	$0	$5.53 Billion 1.19% of portfolio	115,610	Q4 2024 Added 208.29%
IVV Ishares Core S&P 500 ETF ETFs	$0	$5.37 Billion 1.15% of portfolio	9,119	Q4 2024 Added 21.83%
FDL First Tr Morningstar Dividend ETFs	$0	$5.26 Billion 1.13% of portfolio	130,601	Q4 2024 Added 3.01%
TSLA Tesla, Inc. Consumer Cyclical	$1.14T	$5.2 Billion 1.12% of portfolio	12,882	Q4 2024 Added 101.44%
XLY Select Sector Spdr Consumer Di ETFs	$0	$4.52 Billion 0.97% of portfolio	20,144	Q4 2024 New
BUFG Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$4.47 Billion 0.96% of portfolio	182,356	Q4 2024 Added 5.61%
SECT Sector 10, Inc. ETFs	$0	$4.48 Billion 0.96% of portfolio	81,474	Q4 2024 Added 208.63%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$4.4 Billion 0.94% of portfolio	38,192	Q4 2024 Added 105.22%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$4.34 Billion 0.93% of portfolio	121,054	Q4 2024 Added 4.37%
VFH Vanguard Financial ETF ETFs	$0	$4.12 Billion 0.88% of portfolio	34,882	Q4 2024 New
IYF Ishares Tr ETFs	$0	$4.01 Billion 0.86% of portfolio	36,258	Q4 2024 New
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$3.97 Billion 0.85% of portfolio	126,308	Q4 2024 Reduced 8.77%
XITK Spdr Ser Tr Factset Innovative ETFs	$0	$3.95 Billion 0.85% of portfolio	22,726	Q4 2024 New
CFO Victory Portfolios Ii Shs Us 5 ETFs	$0	$3.92 Billion 0.84% of portfolio	56,853	Q4 2024 Added 186.02%
VUG Vanguard Growth ETF ETFs	$0	$3.87 Billion 0.83% of portfolio	9,436	Q4 2024 Added 407.04%
TQQQ Proshares Ultrapro Qqq ETFs	$0	$3.8 Billion 0.81% of portfolio	48,016	Q4 2024 Added 35.64%
JNJ Johnson & Johnson Healthcare	$400B	$3.58 Billion 0.77% of portfolio	24,872	Q4 2024 Added 99.17%
PG Procter & Gamble CO Consumer Defensive	$398B	$3.49 Billion 0.75% of portfolio	20,796	Q4 2024 Added 186.53%
GOOGL Alphabet Inc. Communication Services	$1.11T	$3.47 Billion 0.74% of portfolio	18,336	Q3 2024 Reduced 47.28%
XLK Technology Sector Spdr ETFs	$0	$3.34 Billion 0.72% of portfolio	14,368	Q4 2024 Added 73.95%
NRZ New Residential Investment Corp. Real Estate	$5.08B	$3.35 Billion 0.72% of portfolio	309,000	Q4 2024 Added 87.39%
EFV Msci Eafe Value ETF ETFs	$0	$3.3 Billion 0.71% of portfolio	62,977	Q4 2024 Added 17.9%
MCD Mcdonalds Corp Consumer Cyclical	$217B	$3.31 Billion 0.71% of portfolio	11,422	Q4 2024 Added 92.61%
JPM Jpmorgan Chase & CO Financial Services	$809B	$3.19 Billion 0.68% of portfolio	13,296	Q4 2024 Added 99.7%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$2.98 Billion 0.64% of portfolio	109,236	Q4 2024 Added 663.41%
VTV Vanguard Value ETF ETFs	$0	$2.95 Billion 0.63% of portfolio	17,414	Q4 2024 Added 403.59%
V Visa Inc. Financial Services	$569B	$2.73 Billion 0.59% of portfolio	8,638	Q4 2024 Added 110.43%
XOM Exxon Mobil Corp Energy	$454B	$2.64 Billion 0.57% of portfolio	24,546	Q4 2024 Added 3.6%
BAC Bank Of America Corp Financial Services	$380B	$2.6 Billion 0.56% of portfolio	59,151	Q4 2024 Added 0.41%
PFE Pfizer Inc Healthcare	$144B	$2.37 Billion 0.51% of portfolio	89,682	Q4 2024 Added 35.98%
RDVY First Trust Rising Dividend Ac ETFs	$0	$2.31 Billion 0.5% of portfolio	39,098	Q4 2024 Reduced 13.1%
XLF Financial Sector Spdr ETFs	$0	$2.34 Billion 0.5% of portfolio	48,440	Q4 2024 Added 108.1%
FICS First Tr Exchange Traded Fd Vi ETFs	$0	$2.31 Billion 0.5% of portfolio	68,009	Q4 2024 Added 6.27%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.25 Billion 0.48% of portfolio	50,976	Q4 2024 Added 190.63%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$614B	$2.04 Billion 0.44% of portfolio	4,504	Q4 2024 Reduced 11.06%
VB Vanguard Small Cap ETF ETFs	$0	$1.84 Billion 0.39% of portfolio	7,646	Q4 2024 Added 160.96%

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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World Equity Group, Inc. Portfolio Holdings