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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.22T
$24.7 Billion 7.05% of portfolio
110,397
Q1 2025 Added 36.69%
$3.43T
$15.2 Billion 4.33% of portfolio
38,102
Q1 2025 Reduced 38.14%
$450B
$9.1 Billion 2.6% of portfolio
9,622
Q1 2025 Added 697.84%
$338B
$6.92 Billion 1.98% of portfolio
63,551
Q1 2025 Reduced 39.88%
$2.1T
$6.05 Billion 1.73% of portfolio
31,892
Q1 2025 Added 6.01%
$1.44T
$4.13 Billion 1.18% of portfolio
7,166
Q1 2025 Reduced 43.12%
$9.81B
$3.57 Billion 1.02% of portfolio
2,693
Q1 2025 Reduced 49.23%
$242B
$3.28 Billion 0.94% of portfolio
50,169
Q1 2025 Reduced 36.59%
$1.01T
$3.18 Billion 0.91% of portfolio
20,414
Q1 2025 Added 11.33%
$655B
$3.15 Billion 0.9% of portfolio
6,098
Q1 2025 Added 35.39%
$265B
$3.06 Billion 0.87% of portfolio
35,145
Q1 2025 Reduced 49.31%
$431B
$2.97 Billion 0.85% of portfolio
25,053
Q1 2025 Added 2.07%
$1.15T
$2.49 Billion 0.71% of portfolio
9,595
Q1 2025 Reduced 25.52%
$355B
$2.47 Billion 0.71% of portfolio
60,010
Q1 2025 Added 1.45%
$587B
$2.44 Billion 0.7% of portfolio
7,057
Q1 2025 Reduced 18.3%
$379B
$2.18 Billion 0.62% of portfolio
5,860
Q1 2025 Added 39.72%
$232B
$1.91 Billion 0.55% of portfolio
6,146
Q1 2025 Reduced 46.19%
$398B
$1.91 Billion 0.54% of portfolio
11,201
Q1 2025 Reduced 46.14%
$328B
$1.82 Billion 0.52% of portfolio
8,766
Q1 2025 Reduced 15.1%
$778B
$1.61 Billion 0.46% of portfolio
6,616
Q1 2025 Reduced 50.24%
$5.08B
$1.59 Billion 0.45% of portfolio
138,500
Q1 2025 Reduced 55.18%
$310B
$1.56 Billion 0.44% of portfolio
21,709
Q1 2025 Added 3.46%
$1.06T
$1.49 Billion 0.42% of portfolio
9,213
Q1 2025 Added 5.06%
$270B
$1.4 Billion 0.4% of portfolio
8,569
Q1 2025 Added 3.13%
$95.4B
$1.32 Billion 0.38% of portfolio
7,904
Q1 2025 Added 21.66%
$133B
$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%
$186B
$1.31 Billion 0.37% of portfolio
3,871
Q1 2025 Added 2.06%
$210B
$1.27 Billion 0.36% of portfolio
2,330
Q1 2025 Added 0.87%
$146B
$1.23 Billion 0.35% of portfolio
17,523
Q1 2025 Added 46.27%
$135B
$1.22 Billion 0.35% of portfolio
4,070
Q1 2025 Added 8.79%
$236B
$1.18 Billion 0.34% of portfolio
4,798
Q1 2025 Reduced 13.41%
$43.6B
$1.18 Billion 0.34% of portfolio
25,549
Q1 2025 Added 48.09%
$72.1B
$1.13 Billion 0.32% of portfolio
3,307
Q1 2025 Added 6.27%
$131B
$1.12 Billion 0.32% of portfolio
4,090
Q1 2025 Added 51.76%
$233B
$1.1 Billion 0.32% of portfolio
8,501
Q1 2025 Added 58.13%
$262B
$932 Million 0.27% of portfolio
15,409
Q1 2025 Added 8.64%
-
$955 Million 0.27% of portfolio
-
Q1 2025 Added 7.97%
$138B
$951 Million 0.27% of portfolio
4,594
Q1 2025 Added 68.53%
$101B
$923 Million 0.26% of portfolio
2,619
Q1 2025 Added 8.76%
$689B
$919 Million 0.26% of portfolio
1,113
Q1 2025 Added 37.92%
$97.7B
$799 Million 0.23% of portfolio
3,483
Q1 2025 Added 15.41%
$134B
$816 Million 0.23% of portfolio
11,326
Q1 2025 Reduced 36.78%
$107B
$810 Million 0.23% of portfolio
13,633
Q1 2025 Added 7.87%
$183B
$787 Million 0.22% of portfolio
17,390
Q1 2025 Reduced 46.72%
$167B
$785 Million 0.22% of portfolio
5,074
Q1 2025 Added 118.71%
$49.8B
$685 Million 0.2% of portfolio
2,953
Q1 2025 New
$154B
$655 Million 0.19% of portfolio
17,582
Q1 2025 Reduced 0.11%
$0
$652 Million 0.19% of portfolio
91,581
Q1 2025 Reduced 51.96%

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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