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
$760 Million 0.22% of portfolio
15,556
Q1 2025 Reduced 44.69%
$0
$758 Million 0.22% of portfolio
16,598
Q1 2025 New
$0
$787 Million 0.22% of portfolio
5,600
Q1 2025 Reduced 36.68%
$0
$782 Million 0.22% of portfolio
19,990
Q1 2025 Reduced 3.04%
$0
$759 Million 0.22% of portfolio
14,991
Q1 2025 Reduced 24.53%
$167B
$785 Million 0.22% of portfolio
5,074
Q1 2025 Added 118.71%
$0
$723 Million 0.21% of portfolio
6,640
Q1 2025 New
$0
$749 Million 0.21% of portfolio
7,490
Q1 2025 Reduced 18.15%
$0
$707 Million 0.2% of portfolio
9,236
Q1 2025 Added 11.22%
Vanguard Instl Index Fd
-
$702 Million 0.2% of portfolio
-
Q1 2025 New
$58.5B
$685 Million 0.2% of portfolio
2,953
Q1 2025 New
$149B
$655 Million 0.19% of portfolio
17,582
Q1 2025 Reduced 0.11%
$0
$652 Million 0.19% of portfolio
91,581
Q1 2025 Reduced 51.96%
$185B
$682 Million 0.19% of portfolio
2,187
Q1 2025 New
$24B
$665 Million 0.19% of portfolio
12,161
Q1 2025 Added 93.4%
$0
$668 Million 0.19% of portfolio
18,792
Q1 2025 Added 40.4%
$89.9B
$640 Million 0.18% of portfolio
9,428
Q1 2025 Reduced 1.29%
$210B
$613 Million 0.18% of portfolio
6,295
Q1 2025 Reduced 42.98%
$0
$613 Million 0.18% of portfolio
3,033
Q1 2025 Added 12.5%
$116B
$635 Million 0.18% of portfolio
6,653
Q1 2025 Reduced 26.58%
$0
$634 Million 0.18% of portfolio
14,074
Q1 2025 Reduced 53.07%
$0
$621 Million 0.18% of portfolio
6,375
Q1 2025 New
$156B
$599 Million 0.17% of portfolio
5,474
Q1 2025 Added 5.09%
$0
$598 Million 0.17% of portfolio
7,641
Q1 2025 Reduced 44.93%
$3.2B
$581 Million 0.17% of portfolio
29,029
Q1 2025 Added 15.59%
$0
$602 Million 0.17% of portfolio
5,984
Q1 2025 Reduced 25.16%
$0
$578 Million 0.17% of portfolio
10,904
Q1 2025 Reduced 29.68%
$490B
$604 Million 0.17% of portfolio
722
Q1 2025 Reduced 52.37%
$0
$571 Million 0.16% of portfolio
57,786
Q1 2025 Reduced 0.77%
$76.8B
$547 Million 0.16% of portfolio
890
Q1 2025 Reduced 40.67%
$52.9B
$543 Million 0.16% of portfolio
9,207
Q1 2025 Added 91.33%
$165B
$566 Million 0.16% of portfolio
5,776
Q1 2025 Reduced 25.74%
$856B
$567 Million 0.16% of portfolio
3,362
Q1 2025 Reduced 43.85%
$0
$562 Million 0.16% of portfolio
4,934
Q1 2025 Reduced 47.76%
$53.6B
$547 Million 0.16% of portfolio
3,153
Q1 2025 Reduced 37.32%
$171B
$531 Million 0.15% of portfolio
1,368
Q1 2025 Added 96.83%
$67.9B
$511 Million 0.15% of portfolio
15,840
Q1 2025 Added 0.62%
$0
$536 Million 0.15% of portfolio
10,741
Q1 2025 Added 26.45%
$0
$509 Million 0.15% of portfolio
1,878
Q1 2025 Added 157.26%
$94.1B
$531 Million 0.15% of portfolio
1,538
Q1 2025 Added 9.7%
$0
$537 Million 0.15% of portfolio
5,787
Q1 2025 Reduced 59.44%
$0
$529 Million 0.15% of portfolio
12,591
Q1 2025 New
$0
$539 Million 0.15% of portfolio
2,087
Q1 2025 Reduced 49.78%
$45.1B
$528 Million 0.15% of portfolio
8,051
Q1 2025 New
$37B
$524 Million 0.15% of portfolio
6,909
Q1 2025 Reduced 51.41%
$0
$500 Million 0.14% of portfolio
9,655
Q1 2025 Reduced 49.59%
-
$504 Million 0.14% of portfolio
-
Q1 2025 Added 44.71%
$0
$487 Million 0.14% of portfolio
1,347
Q1 2025 Reduced 43.21%
$0
$498 Million 0.14% of portfolio
11,468
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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