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CIK: 0000878770
Total reported value
$446.6M
$446.6M
358 檔
20.1%
In Q4 2024, World Equity Group, Inc.'s U.S. equity holdings reached a combined market value of $446.6M, distributed across 358 disclosed stock positions.
During Q4 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 358 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 5.57% | -0.38% | +96.53% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.34% | -0.18% | -3.70% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.28% | +2.17% | +107.91% | |
| 4 | FTLS | First Trust Long/short Eqty | ETF-Other | 3.06% | — | +51.27% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.04% | +0.15% | +110.53% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.28% | +0.45% | +15.72% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 1.80% | -0.06% | +5.12% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.58% | -0.11% | +113.89% | |
| 9 | GLD | Spdr Gold Shares | ETF-Commodities | 1.48% | +0.72% | +107.30% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.42% | +0.02% | +1.04% | |
| 11 | WMT | Walmart Inc | Stock-Consumer Staples | 1.34% | -0.24% | +98.42% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.30% | -0.02% | +118.80% | |
| 13 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.28% | -0.40% | +53.50% | |
| 14 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.26% | -0.16% | +92.03% | |
| 15 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.19% | -0.08% | +208.29% | |
| 16 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.15% | +0.23% | +21.83% | |
| 17 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.13% | — | +3.01% | |
| 18 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.12% | +0.17% | +101.44% | |
| 19 | XLY | Ss Consumer Disc Select Sect | ETF-Other | 0.97% | — | — | |
| 20 | SECT | Main Sector Rotation ETF | ETF-Other | 0.96% | +0.15% | +208.63% | |
| 21 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 0.96% | -0.05% | +5.61% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.94% | -0.01% | +105.22% | |
| 23 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.93% | — | +4.37% | |
| 24 | VFH | Vanguard Financials ETF | ETF-Other | 0.88% | — | — | |
| 25 | IYF | Ishares US Financials ETF | ETF-Other | 0.86% | — | — | |
| 26 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 0.85% | -0.04% | -8.77% | |
| 27 | XITK | Ss Spdr F Inno Tech ETF | ETF-Tech | 0.85% | — | — | |
| 28 | CFO | Victoryshares US 500 Enhance | ETF-Other | 0.84% | -0.02% | +186.02% | |
| 29 | VUG | Vanguard Growth ETF | ETF-Other | 0.83% | -0.08% | +407.04% | |
| 30 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.81% | -0.03% | +35.64% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.77% | -0.07% | +99.17% | |
| 32 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.75% | -0.04% | +186.53% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.74% | +0.11% | — | |
| 34 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.72% | -0.01% | +87.39% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.72% | +0.16% | +73.95% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.71% | -0.13% | +92.61% | |
| 37 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.71% | -0.16% | +17.90% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.68% | -0.03% | +99.70% | |
| 39 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.64% | -0.05% | +663.41% | |
| 40 | VTV | Vanguard Value ETF | ETF-Other | 0.63% | -0.05% | +403.59% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.59% | — | +110.43% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.57% | -0.36% | +3.60% | |
| 43 | BAC | Bank Of America CORP | Stock-Financials | 0.56% | — | +0.41% | |
| 44 | PFE | Pfizer Inc | Stock-Healthcare | 0.51% | -0.02% | +35.98% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.50% | -0.01% | +108.10% | |
| 46 | RDVY | First Trust Rising Dividend | ETF-Other | 0.50% | — | -13.10% | |
| 47 | FICS | Ft International Dev Cap Str | ETF-Other | 0.50% | — | +6.27% | |
| 48 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.48% | -0.03% | +190.63% | |
| 49 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.44% | -0.01% | -11.06% | |
| 50 | VB | Vanguard Small-cap ETF | ETF-Other | 0.39% | +0.01% | +160.96% |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $446.6M across 358 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including MSFT, AAPL, SPY) accounted for 20.1% of total reported equity market value during Q4 2024.
During Q4 2024, World Equity Group, Inc.'s top holdings by market value included MSFT (5.6%)、AAPL (4.3%)、SPY (3.3%). The largest single position, MSFT, represented 5.6% of total portfolio value.
In Q4 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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