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 Trade History
$148B
$981 Million 0.21% of portfolio
2,726
Q4 2024 Added 168.57%
Lam Research Corp
-
$995 Million 0.21% of portfolio
-
Q4 2024 New
$0
$1 Billion 0.21% of portfolio
19,864
Q4 2024 Added 160.99%
$0
$997 Million 0.21% of portfolio
26,304
Q4 2024 Added 167.89%
$137B
$964 Million 0.21% of portfolio
9,062
Q4 2024 Added 106.71%
$0
$956 Million 0.21% of portfolio
18,653
Q4 2024 Added 69.67%
$56.3B
$915 Million 0.2% of portfolio
5,030
Q4 2024 Added 309.61%
$84.7B
$953 Million 0.2% of portfolio
1,500
Q4 2024 New
$0
$931 Million 0.2% of portfolio
42,526
Q4 2024 Added 54.92%
$186B
$952 Million 0.2% of portfolio
898
Q4 2024 New
$0
$916 Million 0.2% of portfolio
12,104
Q4 2024 Added 220.81%
$0
$953 Million 0.2% of portfolio
2,372
Q4 2024 Added 91.91%
-
$907 Million 0.19% of portfolio
-
Q4 2024 Added 143.99%
$0
$907 Million 0.19% of portfolio
12,704
Q4 2024 New
$0
$886 Million 0.19% of portfolio
9,151
Q4 2024 Added 90.01%
$69.1B
$883 Million 0.19% of portfolio
3,112
Q4 2024 Added 4.61%
$115B
$894 Million 0.19% of portfolio
2,695
Q4 2024 Added 3.26%
$202B
$866 Million 0.19% of portfolio
7,778
Q4 2024 Added 37.74%
$84.2B
$824 Million 0.18% of portfolio
2,408
Q4 2024 Added 1.9%
$0
$828 Million 0.18% of portfolio
20,617
Q4 2024 Reduced -0.0%
$0
$835 Million 0.18% of portfolio
10,316
Q4 2024 Added 101.96%
$0
$841 Million 0.18% of portfolio
19,629
Q4 2024 Reduced 2.55%
$58.2B
$851 Million 0.18% of portfolio
22,200
Q4 2024 New
$0
$820 Million 0.18% of portfolio
13,162
Q4 2024 Added 62.86%
$151B
$843 Million 0.18% of portfolio
11,980
Q4 2024 Added 3.26%
$0
$842 Million 0.18% of portfolio
15,506
Q4 2024 Reduced 32.14%
$264B
$840 Million 0.18% of portfolio
14,184
Q4 2024 Reduced 5.12%
$90B
$773 Million 0.17% of portfolio
2,770
Q4 2024 Added 94.52%
$0
$779 Million 0.17% of portfolio
21,849
Q4 2024 New
$151B
$782 Million 0.17% of portfolio
3,430
Q4 2024 Added 82.84%
$187B
$782 Million 0.17% of portfolio
6,758
Q4 2024 Added 102.15%
$0
$813 Million 0.17% of portfolio
13,606
Q4 2024 Added 2.03%
$0
$802 Million 0.17% of portfolio
7,996
Q4 2024 Added 189.19%
$0
$789 Million 0.17% of portfolio
26,229
Q4 2024 Added 177.7%
$45.9B
$758 Million 0.16% of portfolio
1,264
Q4 2024 Added 106.2%
$0
$756 Million 0.16% of portfolio
20,045
Q4 2024 Added 7.18%
$32.9B
$739 Million 0.16% of portfolio
6,288
Q4 2024 Added 104.29%
$0
$760 Million 0.16% of portfolio
24,058
Q4 2024 Added 183.34%
$97.8B
$746 Million 0.16% of portfolio
9,054
Q4 2024 Added 101.29%
$8.21B
$766 Million 0.16% of portfolio
1,946
Q4 2024 Added 90.22%
Victory Portfolios Ii
-
$709 Million 0.15% of portfolio
-
Q4 2024 New
$0
$699 Million 0.15% of portfolio
15,414
Q4 2024 New
$0
$695 Million 0.15% of portfolio
7,906
Q4 2024 New
$0
$681 Million 0.15% of portfolio
7,946
Q4 2024 Added 166.29%
$15.2B
$699 Million 0.15% of portfolio
6,950
Q4 2024 Added 100.06%
$0
$678 Million 0.15% of portfolio
13,368
Q4 2024 New
$49.5B
$704 Million 0.15% of portfolio
21,932
Q4 2024 Added 102.42%
Listed Fd Tr
-
$668 Million 0.14% of portfolio
-
Q4 2024 Added 143.98%
$0
$646 Million 0.14% of portfolio
3,381
Q4 2024 Added 68.29%

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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