World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

  • $277 Billion
  • Q3 2024

World Equity Group, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $277 Billion distributed in 256 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.5B, Microsoft Corp with a value of $13.5B, First Tr Long/Short Equity ETF with a value of $9.09B, Invesco Qqq Trust, Series 1 with a value of $8.78B, and First Tr Ex Td Viii Ft Cboe Ve with a value of $7.83B.

Examining the 13F form we can see an decrease of $58.2B in the current position value, from $335B to 277B.

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 $277 Billion
ETFs: $129 Billion
Technology: $50.3 Billion
Financial Services: $14.7 Billion
Consumer Cyclical: $13.4 Billion
Healthcare: $12.3 Billion
Communication Services: $11.3 Billion
Consumer Defensive: $9.72 Billion
Industrials: $7.39 Billion
Other: $13.2 Billion

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$1.93 Billion 0.7% of portfolio
127,763
Q3 2024 Reduced 1.7%
$0
$652 Million 0.24% of portfolio
91,581
Q3 2024 Added 0.92%
$0
$511 Million 0.18% of portfolio
50,936
Q3 2024 Added 0.43%
$0
$489 Million 0.18% of portfolio
19,234
Q3 2024 Added 11.35%
$0
$313 Million 0.11% of portfolio
14,592
Q3 2024 New
$0
$291 Million 0.11% of portfolio
33,046
Q3 2024 New
$0
$238 Million 0.09% of portfolio
11,766
Q3 2024 New
$0
$229 Million 0.08% of portfolio
10,350
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 256
  • Current Value $277 Billion
  • Prior Value $335 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 29, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 94 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 96 stocks
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