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CIK: 0000878770
Total reported value
$446.6M
$446.6M
268 檔
13.5%
During the Q2 2024 filing period, World Equity Group, Inc. (CIK: 0000878770) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $446.6M across 268 reported positions.
During Q2 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 268 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.49% | -0.18% | -50.65% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 5.23% | -0.38% | -49.85% | |
| 3 | FTLS | First Trust Long/short Eqty | ETF-Other | 2.79% | — | +2.18% | |
| 4 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.27% | -0.06% | -2.77% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.27% | +0.02% | -50.13% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.91% | +2.17% | -3.92% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.89% | +0.11% | -4.38% | |
| 8 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 1.64% | — | +2417.75% | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.62% | +0.45% | -66.24% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.58% | +0.15% | +843.61% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.51% | -0.01% | -51.51% | |
| 12 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.40% | — | +68.46% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -0.36% | -7.50% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.29% | +0.23% | -56.72% | |
| 15 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.28% | -0.05% | -6.55% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.24% | -0.11% | +2.54% | |
| 17 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.19% | -0.04% | -3.40% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 1.17% | — | -0.33% | |
| 19 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.16% | -0.02% | -50.26% | |
| 20 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.08% | — | +0.39% | |
| 21 | BAC | Bank Of America CORP | Stock-Financials | 1.06% | — | -55.00% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | -0.03% | -20.97% | |
| 23 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 0.87% | +0.49% | +4.82% | |
| 24 | GLD | Spdr Gold Shares | ETF-Commodities | 0.83% | +0.72% | -7.66% | |
| 25 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.82% | — | +6.76% | |
| 26 | HON | Honeywell International Inc | Stock-Industrials | 0.79% | — | -48.21% | |
| 27 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.77% | +0.61% | -49.31% | |
| 28 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 0.75% | -0.03% | +0.62% | |
| 29 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.74% | -0.16% | -51.71% | |
| 30 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.74% | — | -12.95% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.72% | -0.24% | -54.28% | |
| 32 | ORCL | Oracle CORP | Stock-Tech | 0.71% | +0.07% | NEW | |
| 33 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 0.70% | +0.20% | -4.80% | |
| 34 | QCAP | Ft Nsdq100consbuffetf - Apr | ETF-Other | 0.66% | — | — | |
| 35 | ENB | Enbridge Inc | Stock-Energy | 0.65% | — | +2.62% | |
| 36 | FICS | Ft International Dev Cap Str | ETF-Other | 0.64% | — | +1.51% | |
| 37 | RDVY | First Trust Rising Dividend | ETF-Other | 0.64% | — | +0.02% | |
| 38 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.63% | -0.16% | -0.93% | |
| 39 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.61% | -0.08% | -51.52% | |
| 40 | ELV | Elevance Health Inc | Stock-Healthcare | 0.60% | — | -36.33% | |
| 41 | UBER | Uber Technologies Inc | Stock-Industrials | 0.59% | — | -0.50% | |
| 42 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.57% | — | -3.63% | |
| 43 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 0.56% | -0.01% | -4.25% | |
| 44 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.55% | +0.09% | +4.18% | |
| 45 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | -0.01% | -47.49% | |
| 46 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.55% | -0.01% | -2.25% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.55% | -0.07% | -49.45% | |
| 48 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 0.54% | — | -4.10% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.54% | +0.05% | NEW | |
| 50 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.53% | -0.04% | -56.29% |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $446.6M across 268 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, FTLS) accounted for 13.5% of total reported equity market value during Q2 2024.
During Q2 2024, World Equity Group, Inc.'s top holdings by market value included AAPL (5.5%)、MSFT (5.2%)、FTLS (2.8%). The largest single position, AAPL, represented 5.5% of total portfolio value.
In Q2 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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