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
$185B
$682 Million 0.19% of portfolio
2,187
Q1 2025 New
$24B
$665 Million 0.19% of portfolio
12,161
Q1 2025 Added 93.4%
$373B
$623 Million 0.18% of portfolio
4,299
Q1 2025 Reduced 48.23%
$89.9B
$640 Million 0.18% of portfolio
9,428
Q1 2025 Reduced 1.29%
$210B
$613 Million 0.18% of portfolio
6,295
Q1 2025 Reduced 42.98%
$116B
$635 Million 0.18% of portfolio
6,653
Q1 2025 Reduced 26.58%
$156B
$599 Million 0.17% of portfolio
5,474
Q1 2025 Added 5.09%
$3.2B
$581 Million 0.17% of portfolio
29,029
Q1 2025 Added 15.59%
$490B
$604 Million 0.17% of portfolio
722
Q1 2025 Reduced 52.37%
$0
$571 Million 0.16% of portfolio
57,786
Q1 2025 Reduced 0.77%
$76.8B
$547 Million 0.16% of portfolio
890
Q1 2025 Reduced 40.67%
$165B
$566 Million 0.16% of portfolio
5,776
Q1 2025 Reduced 25.74%
$856B
$567 Million 0.16% of portfolio
3,362
Q1 2025 Reduced 43.85%
$53.6B
$547 Million 0.16% of portfolio
3,153
Q1 2025 Reduced 37.32%
$171B
$531 Million 0.15% of portfolio
1,368
Q1 2025 Added 96.83%
$67.9B
$511 Million 0.15% of portfolio
15,840
Q1 2025 Added 0.62%
$45.1B
$528 Million 0.15% of portfolio
8,051
Q1 2025 New
$37B
$524 Million 0.15% of portfolio
6,909
Q1 2025 Reduced 51.41%
-
$504 Million 0.14% of portfolio
-
Q1 2025 Added 44.71%
$184B
$475 Million 0.14% of portfolio
3,745
Q1 2025 Reduced 44.58%
-
$496 Million 0.14% of portfolio
-
Q1 2025 New
$0
$475 Million 0.14% of portfolio
19,234
Q1 2025 Reduced 3.59%
$116B
$479 Million 0.14% of portfolio
1,591
Q1 2025 Added 3.31%
$48.9B
$438 Million 0.13% of portfolio
3,670
Q1 2025 Added 115.5%
$0
$463 Million 0.13% of portfolio
21,832
Q1 2025 New
$290B
$448 Million 0.13% of portfolio
1,679
Q1 2025 Added 27.0%
$68.3B
$457 Million 0.13% of portfolio
1,066
Q1 2025 Added 49.3%
$392B
$438 Million 0.13% of portfolio
816
Q1 2025 Reduced 60.58%
$92.3B
$456 Million 0.13% of portfolio
3,821
Q1 2025 Added 17.97%
$52.1B
$404 Million 0.12% of portfolio
1,952
Q1 2025 Added 30.22%
$217B
$405 Million 0.12% of portfolio
2,083
Q1 2025 Added 17.55%
$48.9B
$435 Million 0.12% of portfolio
10,400
Q1 2025 Reduced 53.15%
$48.7B
$405 Million 0.12% of portfolio
10,835
Q1 2025 Reduced 50.6%
$98.4B
$404 Million 0.12% of portfolio
4,449
Q1 2025 Reduced 50.86%
$269B
$386 Million 0.11% of portfolio
570
Q1 2025 New
$131B
$377 Million 0.11% of portfolio
1,592
Q1 2025 Reduced 53.59%
$0
$381 Million 0.11% of portfolio
19,042
Q1 2025 Reduced 65.06%
$166B
$384 Million 0.11% of portfolio
698
Q1 2025 Reduced 26.06%
$191B
$387 Million 0.11% of portfolio
14,856
Q1 2025 Added 28.9%
$73.6B
$394 Million 0.11% of portfolio
1,570
Q1 2025 Added 16.99%
$17.3B
$344 Million 0.1% of portfolio
5,290
Q1 2025 Reduced 0.02%
$76.7B
$352 Million 0.1% of portfolio
1,478
Q1 2025 Reduced 46.64%
$0
$347 Million 0.1% of portfolio
16,800
Q1 2025 Added 32.28%
$59.2B
$347 Million 0.1% of portfolio
1,175
Q1 2025 New
$146B
$343 Million 0.1% of portfolio
3,396
Q1 2025 New
$59.1B
$354 Million 0.1% of portfolio
600
Q1 2025 Reduced 40.0%
$71.8B
$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%
$42.8B
$363 Million 0.1% of portfolio
642
Q1 2025 Reduced 49.21%

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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