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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$481 Million 0.14% of portfolio
8,074
Q1 2025 Reduced 38.66%
$0
$490 Million 0.14% of portfolio
8,895
Q1 2025 Added 19.94%
$0
$505 Million 0.14% of portfolio
10,599
Q1 2025 Added 25.74%
$184B
$475 Million 0.14% of portfolio
3,745
Q1 2025 Reduced 44.58%
$0
$489 Million 0.14% of portfolio
10,760
Q1 2025 Added 23.91%
-
$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%
First Tr Exchng Traded Fd Vi
-
$453 Million 0.13% of portfolio
-
Q1 2025 Reduced 15.12%
Exchange Listed Fds Tr
-
$459 Million 0.13% of portfolio
-
Q1 2025 Added 55.51%
$0
$445 Million 0.13% of portfolio
10,476
Q1 2025 Reduced 3.14%
$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%
$0
$466 Million 0.13% of portfolio
8,628
Q1 2025 Added 91.44%
$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%
$0
$449 Million 0.13% of portfolio
1,784
Q1 2025 Reduced 51.97%
Ishares Bitcoin Trust ETF
-
$415 Million 0.12% of portfolio
-
Q1 2025 Reduced 57.03%
$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%
$0
$412 Million 0.12% of portfolio
5,925
Q1 2025 New
$48.9B
$435 Million 0.12% of portfolio
10,400
Q1 2025 Reduced 53.15%
$0
$413 Million 0.12% of portfolio
4,404
Q1 2025 Reduced 16.24%
Listed Fd Tr
-
$426 Million 0.12% of portfolio
-
Q1 2025 Reduced 24.35%
Lam Research Corp
-
$421 Million 0.12% of portfolio
-
Q1 2025 Reduced 57.98%
$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%
$0
$420 Million 0.12% of portfolio
11,427
Q1 2025 New
$0
$411 Million 0.12% of portfolio
5,108
Q1 2025 Reduced 50.48%
$0
$393 Million 0.11% of portfolio
9,819
Q1 2025 Reduced 62.67%
$0
$373 Million 0.11% of portfolio
5,480
Q1 2025 Reduced 56.86%
$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%
$0
$401 Million 0.11% of portfolio
8,657
Q1 2025 Reduced 43.84%
$191B
$387 Million 0.11% of portfolio
14,856
Q1 2025 Added 28.9%
First Tr Exchng Traded Fd Vi
-
$378 Million 0.11% of portfolio
-
Q1 2025 Reduced 9.34%
$0
$393 Million 0.11% of portfolio
23,303
Q1 2025 Added 33.83%
$73.6B
$394 Million 0.11% of portfolio
1,570
Q1 2025 Added 16.99%
$0
$357 Million 0.1% of portfolio
3,280
Q1 2025 Reduced 0.97%
$17.3B
$344 Million 0.1% of portfolio
5,290
Q1 2025 Reduced 0.02%
$15.8B
$339 Million 0.1% of portfolio
10,926
Q1 2025 New
$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%
$0
$345 Million 0.1% of portfolio
2,911
Q1 2025 Reduced 91.65%
$59.2B
$347 Million 0.1% of portfolio
1,175
Q1 2025 New

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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