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CIK: 0000878770
Total reported value
$446.6M
$446.6M
300 檔
16.5%
The Q1 2025 SEC filing reveals that World Equity Group, Inc. held a total portfolio value of $446.6M, covering 300 public equity positions.
During Q1 2025, World Equity Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, FTLS, MSFT) accounted for 16.5% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 300 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 7.05% | -0.18% | +36.69% | |
| 2 | FTLS | First Trust Long/short Eqty | ETF-Other | 4.35% | — | +9.56% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | -0.38% | -38.14% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.78% | +0.45% | -0.34% | |
| 5 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.60% | -0.04% | +697.84% | |
| 6 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.42% | -0.06% | +3.75% | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.08% | +2.17% | -50.10% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 1.98% | +0.15% | -39.88% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.78% | +0.23% | +21.38% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.73% | +0.02% | +6.01% | |
| 11 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.73% | — | +6.48% | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 1.31% | +0.72% | -43.51% | |
| 13 | SDVY | First Trust Smid Cap Rising | ETF-Other | 1.29% | — | +11.12% | |
| 14 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.26% | -0.05% | +1.83% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.18% | -0.11% | -43.12% | |
| 16 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.14% | -0.16% | +7.26% | |
| 17 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.05% | -0.04% | -2.09% | |
| 18 | TPL | Texas Pacific Land CORP | Stock-Energy | 1.02% | -0.16% | -49.23% | |
| 19 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.00% | — | +135.66% | |
| 20 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.94% | -0.40% | -36.59% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.91% | +0.11% | +11.33% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.01% | +35.39% | |
| 23 | WMT | Walmart Inc | Stock-Consumer Staples | 0.87% | -0.24% | -49.31% | |
| 24 | XOM | Exxon Mobil CORP | Stock-Energy | 0.85% | -0.36% | +2.07% | |
| 25 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.83% | -0.08% | -50.39% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.81% | -0.02% | -51.41% | |
| 27 | FICS | Ft International Dev Cap Str | ETF-Other | 0.78% | — | +9.23% | |
| 28 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.74% | +0.02% | +355.30% | |
| 29 | RDVY | First Trust Rising Dividend | ETF-Other | 0.72% | — | +9.47% | |
| 30 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.71% | -0.03% | -9.20% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | +0.17% | -25.52% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 0.71% | — | +1.45% | |
| 33 | V | Visa Inc-class A Shares | Stock-Financials | 0.70% | — | -18.30% | |
| 34 | SECT | Main Sector Rotation ETF | ETF-Other | 0.63% | +0.15% | -46.86% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.62% | -0.02% | +39.72% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.60% | -0.07% | -48.59% | |
| 37 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.59% | — | +397.70% | |
| 38 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.57% | -0.01% | -50.61% | |
| 39 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.13% | -46.19% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.04% | -46.14% | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.54% | — | +199.22% | |
| 42 | VUG | Vanguard Growth ETF | ETF-Other | 0.52% | -0.08% | -47.90% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.52% | +0.01% | -15.10% | |
| 44 | BUFS | Ftvest Lddrdsmcpmod Buff ETF | ETF-Other | 0.52% | -0.02% | +7.57% | |
| 45 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.50% | — | +5.75% | |
| 46 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 0.49% | +0.09% | +4.39% | |
| 47 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.46% | -0.03% | -50.24% | |
| 48 | RITM | Rithm Capital CORP | Stock-Real Estate | 0.45% | -0.01% | -55.18% | |
| 49 | XLF | Ss Financial Select Sector | ETF-Other | 0.45% | -0.01% | -34.92% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.44% | -0.46% | +3.46% |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $446.6M across 300 disclosed positions in Q1 2025.
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During Q1 2025, World Equity Group, Inc.'s top holdings by market value included AAPL (7.0%)、FTLS (4.3%)、MSFT (4.3%). The largest single position, AAPL, represented 7.0% of total portfolio value.
In Q1 2025, 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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