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CIK: 0000878770
Total reported value
$242.2M
$242.2M
256 檔
24.2%
At the close of Q3 2024, World Equity Group, Inc. disclosed equity holdings valued at approximately $242.2M, spread across 256 reported holdings.
During Q3 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 256 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.06% | +1.45% | -3.89% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.87% | +2.08% | -20.00% | |
| 3 | FTLS | First Trust Long/short Eqty | ETF-Other | 3.28% | — | -4.22% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.17% | +1.74% | +58.36% | |
| 5 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.83% | -0.35% | -0.25% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.60% | -0.82% | +6.91% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 2.20% | +1.03% | +16.97% | |
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.00% | +0.59% | -24.24% | |
| 9 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.92% | — | +2.63% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.56% | +0.18% | -5.16% | |
| 11 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.52% | -0.15% | EXIT | |
| 12 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.52% | -0.35% | +2.24% | |
| 13 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.50% | -0.45% | -6.32% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.22% | +0.98% | -28.72% | |
| 15 | GLD | Spdr Gold Shares | ETF-Commodities | 1.21% | -0.81% | +6.27% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.11% | — | +14.37% | |
| 17 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.10% | +0.02% | -47.28% | |
| 18 | WMT | Walmart Inc | Stock-Consumer Staples | 1.02% | -0.10% | -2.02% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.00% | -0.77% | EXIT | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.98% | -0.44% | -33.61% | |
| 21 | RDVY | First Trust Rising Dividend | ETF-Other | 0.96% | -0.07% | EXIT | |
| 22 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.93% | -0.05% | EXIT | |
| 23 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.89% | — | +46.17% | |
| 24 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.88% | -0.46% | -4.40% | |
| 25 | BUFZ | Ft Vest Laddered Moderate Bu | ETF-Other | 0.87% | -0.11% | -7.29% | |
| 26 | FICS | Ft International Dev Cap Str | ETF-Other | 0.87% | — | +2.36% | |
| 27 | BAC | Bank Of America CORP | Stock-Financials | 0.84% | +0.53% | -34.24% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | +0.26% | -59.38% | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.79% | +0.35% | +7.06% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.11% | -0.26% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.72% | -0.07% | -9.72% | |
| 32 | FTHY | First Trust Hi Yld Opp 2027 | Stock-Other | 0.70% | -0.10% | EXIT | |
| 33 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | +1.82% | +12.19% | |
| 34 | PFE | Pfizer Inc | Stock-Healthcare | 0.69% | +0.09% | +14.18% | |
| 35 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.68% | -0.15% | -2.66% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.67% | +0.34% | +14.39% | |
| 37 | RSPR | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.67% | — | +41.02% | |
| 38 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.65% | -0.08% | -3.51% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.61% | +0.15% | +6.31% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.60% | -0.32% | +7.37% | |
| 41 | CAT | Caterpillar Inc | Stock-Industrials | 0.58% | +0.37% | -2.88% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.55% | +0.10% | -4.89% | |
| 43 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.54% | +0.17% | -8.28% | |
| 44 | SECT | Main Sector Rotation ETF | ETF-Other | 0.51% | -0.13% | +11.36% | |
| 45 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | +0.28% | -53.90% | |
| 46 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.51% | +0.27% | +34.04% | |
| 47 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.50% | -0.05% | +38.15% | |
| 48 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.50% | +0.24% | -2.05% | |
| 49 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.50% | +0.22% | +0.12% | |
| 50 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.03% | -18.08% |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $242.2M across 256 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, FTLS) accounted for 24.2% of total reported equity market value during Q3 2024.
During Q3 2024, World Equity Group, Inc.'s top holdings by market value included AAPL (7.1%)、MSFT (4.9%)、FTLS (3.3%). The largest single position, AAPL, represented 7.1% of total portfolio value.
In Q3 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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