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CIK: 0000878770
Total reported value
$446.6M
$446.6M
308 檔
23.1%
In Q1 2024, World Equity Group, Inc.'s U.S. equity holdings reached a combined market value of $446.6M, distributed across 308 disclosed stock positions.
During Q1 2024, World Equity Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 6.75% | -0.38% | -14.93% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 6.23% | -0.18% | -26.65% | |
| 3 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.07% | +0.45% | -14.21% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.92% | +0.02% | +1.48% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.22% | -0.01% | -1.60% | |
| 6 | FTCS | First Trust Capital Strength | ETF-Other | 2.21% | — | +2.06% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.97% | +0.23% | -30.46% | |
| 8 | FTLS | First Trust Long/short Eqty | ETF-Other | 1.85% | — | — | |
| 9 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.55% | -0.06% | +2.50% | |
| 10 | BAC | Bank Of America CORP | Stock-Financials | 1.55% | — | -3.32% | |
| 11 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.54% | -0.02% | -9.99% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.31% | +2.17% | -5.94% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.13% | +0.11% | -4.01% | |
| 14 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.08% | -0.16% | -11.46% | |
| 15 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | — | +9.82% | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.01% | -0.36% | +14.72% | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.96% | -0.24% | +160.01% | |
| 18 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.91% | -0.05% | -16.98% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.89% | -0.04% | -1.52% | |
| 20 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.88% | -0.08% | -11.83% | |
| 21 | V | Visa Inc-class A Shares | Stock-Financials | 0.86% | — | -19.38% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.84% | +0.15% | -43.99% | |
| 23 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.82% | -0.04% | +10.56% | |
| 24 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.81% | +0.61% | +16.47% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.07% | -4.44% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.80% | -0.11% | -12.46% | |
| 27 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.77% | — | — | |
| 28 | ECL | Ecolab Inc | Stock-Materials | 0.77% | -0.01% | +231.78% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.75% | -0.01% | -30.69% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | -0.03% | +1.27% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.13% | -2.88% | |
| 32 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.67% | — | -0.11% | |
| 33 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.64% | — | -0.97% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.64% | -0.02% | -26.23% | |
| 35 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.63% | -0.05% | +5.11% | |
| 36 | ELV | Elevance Health Inc | Stock-Healthcare | 0.62% | — | -0.98% | |
| 37 | CAT | Caterpillar Inc | Stock-Industrials | 0.62% | -0.51% | -16.16% | |
| 38 | GD | General Dynamics CORP | Stock-Industrials | 0.62% | — | -0.54% | |
| 39 | ADI | Analog Devices Inc | Stock-Tech | 0.60% | — | -0.84% | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.59% | +0.72% | -9.86% | |
| 41 | PFE | Pfizer Inc | Stock-Healthcare | 0.58% | -0.02% | +26.12% | |
| 42 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 0.58% | — | -37.15% | |
| 43 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.58% | — | — | |
| 44 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.55% | +0.49% | +1.04% | |
| 45 | BDX | Becton Dickinson And Co | Stock-Healthcare | 0.54% | — | +0.72% | |
| 46 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.53% | -0.46% | +4.62% | |
| 47 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.53% | — | -0.69% | |
| 48 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.52% | +0.01% | -30.43% | |
| 49 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 0.50% | -0.03% | — | |
| 50 | RTX | Rtx CORP | Stock-Industrials | 0.48% | -0.03% | -5.29% |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $446.6M across 308 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, QQQ) accounted for 23.1% of total reported equity market value during Q1 2024.
During Q1 2024, World Equity Group, Inc.'s top holdings by market value included MSFT (6.8%)、AAPL (6.2%)、QQQ (3.1%). The largest single position, MSFT, represented 6.8% of total portfolio value.
In Q1 2024, World Equity Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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