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.
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
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