World Equity Group, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $367 Billion distributed in 317 stocks.
Among their holdings, we can observe that their the top five positions include companies like: First Tr Long/Short Equity ETF with a value of $17.4B, Apple Inc. with a value of $17B, Microsoft Corp with a value of $14.6B, Invesco Qqq Trust, Series 1 with a value of $13.8B, and Meta Platforms, Inc. with a value of $11.8B.
Examining the 13F form we can see an increase of $16.6B in the current position value, from $350B to 367B.
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
$367 Billion
ETFs: $179 Billion
Technology: $59.4 Billion
Financial Services: $21.7 Billion
Communication Services: $21.4 Billion
Consumer Cyclical: $18.3 Billion
Industrials: $11.4 Billion
Healthcare: $10.7 Billion
Consumer Defensive: $10.3 Billion
Other: $14.8 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
