World-Equity-Group

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  "PINS",
  null,
  "NVG",
  "ACN",
  null,
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "BABA",
  "VONG",
  "ALL",
  "GOOGL",
  null,
  "JFR",
  "SENS",
  "ASML",
  "T",
  "CAT",
  "AVGO",
  "APP",
  "ARCC",
  null,
  "BIDU",
  "BSX",
  "DUK",
  "PECO",
  "PSIX",
  "PDI",
  null,
  "THQ",
  "PNR",
  null,
  "SMMT",
  "HD",
  null,
  "CCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "UNP",
  "SCL",
  null,
  "QCOM",
  null,
  null,
  "EMXC",
  "ITW",
  "META",
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  null,
  "DBL",
  null,
  null,
  "MCN",
  null,
  null,
  "LRCX",
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "TMUS",
  "NDAQ",
  "EXC",
  null,
  null,
  null,
  "GE",
  null,
  null,
  "ODFL",
  null,
  null,
  null,
  "IJR",
  "EFG",
  "IWD",
  "ORCL",
  null,
  null,
  null,
  null,
  null,
  "IWF",
  "PANW",
  "PEP",
  null,
  "DNP",
  "IEMG",
  "IVV",
  null,
  "IYR",
  "DOW",
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "PG",
  "MRK",
  "VZ",
  null,
  "LPLA",
  "AMGN",
  null,
  "FNDX",
  null,
  null,
  null,
  "NOW",
  "SHOP",
  "SLB",
  "ROP",
  "RTX",
  "GLD",
  null,
  "RITM",
  "SPYG",
  "SPLG",
  "IBM",
  "SYK",
  "SBUX",
  "SNPS",
  "TXN",
  "TMO",
  "TJX",
  "UPS",
  "BIV",
  "VO",
  "VXF",
  "MKZR",
  "TLN",
  "VWO",
  "BXMX",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "DSL",
  "ARDX",
  null,
  "FTHY",
  "GDDY",
  "TSM",
  null,
  null,
  null,
  null,
  null,
  "TT",
  "RH",
  "ATO",
  "APH",
  "AMD",
  "F",
  "AJG",
  "WM",
  null,
  "IDXX",
  "FDS",
  "AMZN",
  "IVE",
  "HCA",
  null,
  null,
  null,
  "TPL",
  null,
  "VEU",
  "VGT",
  "VUG",
  "VFH",
  "VEA",
  "BLV",
  "VXUS",
  "VBK",
  "BNDX",
  "BND",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "V",
  null,
  "WMT",
  "WELL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "FNF",
  null,
  "SCHD",
  "MSCI",
  "LVS",
  "KDP",
  "SO",
  "TTD",
  "OKTA",
  "CRM",
  "DIA",
  null,
  "MTUM",
  null,
  null,
  null,
  null,
  "ADP",
  "BAC",
  "BRK-B",
  "BDX",
  null,
  null,
  "BXMT",
  "BLDR",
  "CASY",
  "CVX",
  "CB",
  "CSCO",
  "C",
  "CME",
  "KO",
  "COIN",
  "CMCSA",
  "COST",
  "CRWD",
  "DHR",
  "DE",
  "IJT",
  "EFA",
  "USMV",
  "NEE",
  "NKE",
  "MAR",
  "QQQ",
  "IWM",
  "EPD",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  null,
  "MO",
  "XLK",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 300
Total Value: 350036886
Accession Number: 0000878770-25-000003
Form Type: 13F-HR
CIK: world-equity-group
Manager Name: World-Equity-Group

Data Enrichment

64% identified

193 identified107 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

300 positions • $350.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 15

Sort by:

Alphabet Inc.

GOOGL|02079K305

Shares:20.4K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$350.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:6.1K

Value:$3.2M

% of Portfolio:0.9% ($3.2M/$350.0M)

Walmart Inc.

WMT|931142103

Shares:35.1K

Value:$3.1M

% of Portfolio:0.9% ($3.1M/$350.0M)

EXXON MOBIL CORP

XOM|30231G102

Shares:25.1K

Value:$3.0M

% of Portfolio:0.8% ($3.0M/$350.0M)

921943858

VEA|921943858

Shares:57.4K

Value:$2.9M

% of Portfolio:0.8% ($2.9M/$350.0M)

922908363

VOO|922908363

Shares:5.5K

Value:$2.8M

% of Portfolio:0.8% ($2.8M/$350.0M)

33738R662

Shares:74.3K

Value:$2.7M

% of Portfolio:0.8% ($2.7M/$350.0M)

922908538

VOT|922908538

Shares:10.6K

Value:$2.6M

% of Portfolio:0.7% ($2.6M/$350.0M)

33738R506

Shares:42.8K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$350.0M)

74347X831

Shares:43.6K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$350.0M)

Tesla, Inc.

TSLA|88160R101

Shares:9.6K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$350.0M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:60.0K

Value:$2.5M

% of Portfolio:0.7% ($2.5M/$350.0M)

VISA INC.

V|92826C839

Shares:7.1K

Value:$2.4M

% of Portfolio:0.7% ($2.4M/$350.0M)

66538H591

Shares:43.3K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$350.0M)

HOME DEPOT, INC.

HD|437076102

Shares:5.9K

Value:$2.2M

% of Portfolio:0.6% ($2.2M/$350.0M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:12.8K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$350.0M)

464289438

Shares:9.7K

Value:$2.1M

% of Portfolio:0.6% ($2.1M/$350.0M)

464287804

IJR|464287804

Shares:18.9K

Value:$2.0M

% of Portfolio:0.6% ($2.0M/$350.0M)

MCDONALDS CORP

MCD|580135101

Shares:6.1K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$350.0M)

PROCTER & GAMBLE Co

PG|742718109

Shares:11.2K

Value:$1.9M

% of Portfolio:0.5% ($1.9M/$350.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Alphabet Inc.(GOOGLcusip02079K305)	20.4K	QoQ +11.33% (-2.1K) YoY -43.88% (-16.0K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$350.0M)	QoQ -8.28% (-$287.6K) YoY -42.01% (-$2.3M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	6.1K	QoQ +35.39% (+1.6K) YoY -76.28% (-19.6K)	All Managers (Combined)	$3.2M	0.9% ($3.2M/$350.0M)	QoQ +54.40% (+$1.1M) YoY -70.84% (-$7.7M)
Walmart Inc.(WMTcusip931142103)	35.1K	QoQ -49.30% (-34.2K) YoY -54.94% (-42.9K)	All Managers (Combined)	$3.1M	0.9% ($3.1M/$350.0M)	QoQ -51.10% (-$3.2M) YoY -34.74% (-$1.6M)
EXXON MOBIL CORP(XOMcusip30231G102)	25.1K	QoQ +2.06% (+507) YoY -40.81% (-17.3K)	All Managers (Combined)	$3.0M	0.8% ($3.0M/$350.0M)	QoQ +12.62% (+$333.5K) YoY -39.58% (-$1.9M)
(VEAcusip921943858)	57.4K	QoQ -50.39% (-58.3K) YoY -33.05% (-28.3K)	All Managers (Combined)	$2.9M	0.8% ($2.9M/$350.0M)	QoQ -47.26% (-$2.6M) YoY -32.17% (-$1.4M)
(VOOcusip922908363)	5.5K	QoQ -51.40% (-5.8K) YoY -64.88% (-10.1K)	All Managers (Combined)	$2.8M	0.8% ($2.8M/$350.0M)	QoQ -53.65% (-$3.3M) YoY -62.46% (-$4.7M)
(cusip33738R662)✕	74.3K	QoQ +9.23% (+6.3K) YoY +20.59% (+12.7K)	All Managers (Combined)	$2.7M	0.8% ($2.7M/$350.0M)	QoQ +17.86% (+$412.6K) YoY +26.30% (+$566.9K)
(VOTcusip922908538)	10.6K	QoQ +355.29% (+8.3K) YoY NEW(+10.6K)	All Managers (Combined)	$2.6M	0.7% ($2.6M/$350.0M)	QoQ +338.94% (+$2.0M) YoY NEW(+$2.6M)
(cusip33738R506)✕	42.8K	QoQ +9.47% (+3.7K) YoY +10.04% (+3.9K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$350.0M)	QoQ +8.36% (+$193.4K) YoY +14.69% (+$321.0K)
(cusip74347X831)✕	43.6K	QoQ -9.19% (-4.4K) YoY +722.64% (+38.3K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$350.0M)	QoQ -34.24% (-$1.3M) YoY +665.71% (+$2.2M)
Tesla, Inc.(TSLAcusip88160R101)	9.6K	QoQ -25.51% (-3.3K) YoY +80.05% (+4.3K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$350.0M)	QoQ -52.15% (-$2.7M) YoY +165.69% (+$1.6M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	60.0K	QoQ +1.45% (-859) YoY -69.85% (-139.1K)	All Managers (Combined)	$2.5M	0.7% ($2.5M/$350.0M)	QoQ -5.05% (-$131.5K) YoY -67.32% (-$5.1M)
VISA INC.(Vcusip92826C839)	7.1K	QoQ -18.30% (-1.6K) YoY -52.94% (-7.9K)	All Managers (Combined)	$2.4M	0.7% ($2.4M/$350.0M)	QoQ -10.46% (-$285.7K) YoY -41.60% (-$1.7M)
(cusip66538H591)✕	43.3K	QoQ -46.86% (-38.2K) YoY +78.16% (+19.0K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$350.0M)	QoQ -50.63% (-$2.3M) YoY +80.57% (+$986.4K)
HOME DEPOT, INC.(HDcusip437076102)	5.9K	QoQ +39.72% (+1.7K) YoY -27.69% (-2.2K)	All Managers (Combined)	$2.2M	0.6% ($2.2M/$350.0M)	QoQ +33.58% (+$547.8K) YoY -29.90% (-$929.8K)
JOHNSON & JOHNSON(JNJcusip478160104)	12.8K	QoQ -48.59% (-12.1K) YoY -48.37% (-12.0K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$350.0M)	QoQ -40.95% (-$1.5M) YoY -46.01% (-$1.8M)
(cusip464289438)✕	9.7K	QoQ +397.69% (+7.8K) YoY +508.12% (+8.1K)	All Managers (Combined)	$2.1M	0.6% ($2.1M/$350.0M)	QoQ +346.23% (+$1.6M) YoY +557.48% (+$1.7M)
(IJRcusip464287804)	18.9K	QoQ -50.61% (-19.3K) YoY -43.02% (-14.2K)	All Managers (Combined)	$2.0M	0.6% ($2.0M/$350.0M)	QoQ -55.02% (-$2.4M) YoY -46.05% (-$1.7M)
MCDONALDS CORP(MCDcusip580135101)	6.1K	QoQ -46.19% (-5.3K) YoY -49.72% (-6.1K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$350.0M)	QoQ -42.25% (-$1.4M) YoY -44.53% (-$1.5M)
PROCTER & GAMBLE Co(PGcusip742718109)	11.2K	QoQ -46.13% (-9.6K) YoY -16.09% (-2.1K)	All Managers (Combined)	$1.9M	0.5% ($1.9M/$350.0M)	QoQ -45.29% (-$1.6M) YoY -11.95% (-$259.0K)