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 Market Cap. of $10 Billions to $200 Billions
