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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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
Track This Portfolio

Track World Equity Group, Inc. Portfolio

Follow World Equity Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.