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

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DANAHER CORP /DE/

DHR|235851102

Shares:4.6K

Value:$950.5K

% of Portfolio:0.3% ($950.5K/$350.0M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:15.4K

Value:$932.5K

% of Portfolio:0.3% ($932.5K/$350.0M)

CrowdStrike Holdings, Inc.

CRWD|22788C105

Shares:2.6K

Value:$923.4K

% of Portfolio:0.3% ($923.4K/$350.0M)

922908751

VB|922908751

Shares:4.1K

Value:$919.6K

% of Portfolio:0.3% ($919.6K/$350.0M)

ELI LILLY & Co

LLY|532457108

Shares:1.1K

Value:$919.2K

% of Portfolio:0.3% ($919.2K/$350.0M)

922908769

VTI|922908769

Shares:3.3K

Value:$918.6K

% of Portfolio:0.3% ($918.6K/$350.0M)

33738D101

Shares:23.7K

Value:$889.0K

% of Portfolio:0.3% ($889.0K/$350.0M)

81369Y704

Shares:6.8K

Value:$886.1K

% of Portfolio:0.3% ($886.1K/$350.0M)

33737J307

Shares:23.3K

Value:$866.1K

% of Portfolio:0.2% ($866.1K/$350.0M)

33740F797

Shares:30.5K

Value:$852.4K

% of Portfolio:0.2% ($852.4K/$350.0M)

464287655

IWM|464287655

Shares:4.2K

Value:$841.2K

% of Portfolio:0.2% ($841.2K/$350.0M)

33740F813

Shares:26.9K

Value:$819.7K

% of Portfolio:0.2% ($819.7K/$350.0M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:11.3K

Value:$816.3K

% of Portfolio:0.2% ($816.3K/$350.0M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:13.6K

Value:$809.6K

% of Portfolio:0.2% ($809.6K/$350.0M)

30151E798

Shares:15.8K

Value:$808.9K

% of Portfolio:0.2% ($808.9K/$350.0M)

30151E780

Shares:21.2K

Value:$799.7K

% of Portfolio:0.2% ($799.7K/$350.0M)

WASTE MANAGEMENT INC

WM|94106L109

Shares:3.5K

Value:$799.0K

% of Portfolio:0.2% ($799.0K/$350.0M)

33740F839

Shares:19.0K

Value:$796.6K

% of Portfolio:0.2% ($796.6K/$350.0M)

46138E339

Shares:8.5K

Value:$790.4K

% of Portfolio:0.2% ($790.4K/$350.0M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:17.4K

Value:$786.6K

% of Portfolio:0.2% ($786.6K/$350.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
DANAHER CORP /DE/(DHRcusip235851102)	4.6K	QoQ +68.52% (+1.9K) YoY +2.31% (-104)	All Managers (Combined)	$950.5K	0.3% ($950.5K/$350.0M)	QoQ +51.92% (+$324.9K) YoY -15.23% (-$170.8K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	15.4K	QoQ +8.63% (+1.2K) YoY -4.24% (-683)	All Managers (Combined)	$932.5K	0.3% ($932.5K/$350.0M)	QoQ +11.04% (+$92.8K) YoY +16.10% (-$129.3K)
CrowdStrike Holdings, Inc.(CRWDcusip22788C105)	2.6K	QoQ +8.76% (+211) YoY -59.21% (-3.8K)	All Managers (Combined)	$923.4K	0.3% ($923.4K/$350.0M)	QoQ +12.07% (+$99.5K) YoY -55.14% (-$1.1M)
(VBcusip922908751)	4.1K	QoQ -45.76% (-3.5K) YoY -3.60% (-155)	All Managers (Combined)	$919.6K	0.3% ($919.6K/$350.0M)	QoQ -49.94% (-$917.6K) YoY -6.48% (-$63.7K)
ELI LILLY & Co(LLYcusip532457108)	1.1K	QoQ +37.91% (+306) YoY -38.37% (-693)	All Managers (Combined)	$919.2K	0.3% ($919.2K/$350.0M)	QoQ +47.54% (+$296.2K) YoY -34.57% (-$485.8K)
(VTIcusip922908769)	3.3K	QoQ -36.77% (-1.9K) YoY -30.25% (-1.4K)	All Managers (Combined)	$918.6K	0.3% ($918.6K/$350.0M)	QoQ -40.03% (-$613.4K) YoY -26.24% (-$326.9K)
(cusip33738D101)✕	23.7K	QoQ +8.52% (+1.9K) YoY NEW(+23.7K)	All Managers (Combined)	$889.0K	0.3% ($889.0K/$350.0M)	QoQ +14.12% (+$110.1K) YoY NEW(+$889.0K)
(cusip81369Y704)✕	6.8K	QoQ -49.96% (-6.8K) YoY -4.96% (-353)	All Managers (Combined)	$886.1K	0.3% ($886.1K/$350.0M)	QoQ -50.22% (-$894.1K) YoY -1.11% (-$10.0K)
(cusip33737J307)✕	23.3K	QoQ +16.24% (+3.3K) YoY +29.34% (+5.3K)	All Managers (Combined)	$866.1K	0.2% ($866.1K/$350.0M)	QoQ +14.53% (+$109.9K) YoY +24.20% (+$168.8K)
(cusip33740F797)✕	30.5K	QoQ +16.28% (+4.3K) YoY NEW(+30.5K)	All Managers (Combined)	$852.4K	0.2% ($852.4K/$350.0M)	QoQ +8.04% (+$63.4K) YoY NEW(+$852.4K)
(IWMcusip464287655)	4.2K	QoQ -45.00% (-3.4K) YoY -46.68% (-3.7K)	All Managers (Combined)	$841.2K	0.2% ($841.2K/$350.0M)	QoQ -50.04% (-$842.9K) YoY -49.11% (-$812.1K)
(cusip33740F813)✕	26.9K	QoQ +11.85% (+2.9K) YoY NEW(+26.9K)	All Managers (Combined)	$819.7K	0.2% ($819.7K/$350.0M)	QoQ +7.86% (+$59.8K) YoY NEW(+$819.7K)
NEXTERA ENERGY INC(NEEcusip65339F101)	11.3K	QoQ -36.78% (-6.6K) YoY +16.28% (+1.6K)	All Managers (Combined)	$816.3K	0.2% ($816.3K/$350.0M)	QoQ -36.44% (-$468.1K) YoY +31.13% (+$193.8K)
ALTRIA GROUP, INC.(MOcusip02209S103)	13.6K	QoQ +7.87% (+995) YoY -29.00% (-5.6K)	All Managers (Combined)	$809.6K	0.2% ($809.6K/$350.0M)	QoQ +22.51% (+$148.8K) YoY -3.34% (-$28.0K)
(cusip30151E798)✕	15.8K	QoQ +37.02% (+4.3K) YoY NEW(+15.8K)	All Managers (Combined)	$808.9K	0.2% ($808.9K/$350.0M)	QoQ +32.09% (+$196.6K) YoY NEW(+$808.9K)
(cusip30151E780)✕	21.2K	QoQ +78.21% (+9.3K) YoY NEW(+21.2K)	All Managers (Combined)	$799.7K	0.2% ($799.7K/$350.0M)	QoQ +48.71% (+$262.0K) YoY NEW(+$799.7K)
WASTE MANAGEMENT INC(WMcusip94106L109)	3.5K	QoQ +15.40% (+465) YoY +170.20% (+2.2K)	All Managers (Combined)	$799.0K	0.2% ($799.0K/$350.0M)	QoQ +31.22% (+$190.1K) YoY +190.73% (+$524.2K)
(cusip33740F839)✕	19.0K	QoQ -3.18% (-625) YoY -13.18% (-2.9K)	All Managers (Combined)	$796.6K	0.2% ($796.6K/$350.0M)	QoQ -5.32% (-$44.8K) YoY -9.90% (-$87.6K)
(cusip46138E339)✕	8.5K	QoQ -36.94% (-5.0K) YoY NEW(+8.5K)	All Managers (Combined)	$790.4K	0.2% ($790.4K/$350.0M)	QoQ -38.58% (-$496.6K) YoY NEW(+$790.4K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	17.4K	QoQ -46.72% (-15.3K) YoY -8.22% (-1.6K)	All Managers (Combined)	$786.6K	0.2% ($786.6K/$350.0M)	QoQ -39.72% (-$518.5K) YoY -1.06% (-$8.4K)