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 9 of 15

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30151E566

Shares:14.2K

Value:$459.5K

% of Portfolio:0.1% ($459.5K/$350.0M)

SYNOPSYS INC

SNPS|871607107

Shares:1.1K

Value:$457.2K

% of Portfolio:0.1% ($457.2K/$350.0M)

Duke Energy CORP

DUK|26441C204

Shares:3.8K

Value:$456.1K

% of Portfolio:0.1% ($456.1K/$350.0M)

33740U612

Shares:14.4K

Value:$453.0K

% of Portfolio:0.1% ($453.0K/$350.0M)

922908595

VBK|922908595

Shares:1.8K

Value:$449.2K

% of Portfolio:0.1% ($449.2K/$350.0M)

T-Mobile US, Inc.

TMUS|872590104

Shares:1.7K

Value:$447.8K

% of Portfolio:0.1% ($447.8K/$350.0M)

26922A289

Shares:10.5K

Value:$445.2K

% of Portfolio:0.1% ($445.2K/$350.0M)

78464A854

SPLG|78464A854

Shares:6.7K

Value:$441.0K

% of Portfolio:0.1% ($441.0K/$350.0M)

Airbnb, Inc.

ABNB|009066101

Shares:3.7K

Value:$438.4K

% of Portfolio:0.1% ($438.4K/$350.0M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:816

Value:$438.3K

% of Portfolio:0.1% ($438.3K/$350.0M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:10.4K

Value:$434.7K

% of Portfolio:0.1% ($434.7K/$350.0M)

53656G498

Shares:9.3K

Value:$425.7K

% of Portfolio:0.1% ($425.7K/$350.0M)

LAM RESEARCH CORP

LRCX|512807306

Shares:5.8K

Value:$420.9K

% of Portfolio:0.1% ($420.9K/$350.0M)

97717X263

Shares:11.4K

Value:$420.4K

% of Portfolio:0.1% ($420.4K/$350.0M)

46438F101

Shares:8.9K

Value:$414.8K

% of Portfolio:0.1% ($414.8K/$350.0M)

464288588

Shares:4.4K

Value:$413.0K

% of Portfolio:0.1% ($413.0K/$350.0M)

33737M300

Shares:5.9K

Value:$411.8K

% of Portfolio:0.1% ($411.8K/$350.0M)

97717X669

Shares:5.1K

Value:$411.0K

% of Portfolio:0.1% ($411.0K/$350.0M)

GENERAL ELECTRIC CO

GE|369604301

Shares:2.1K

Value:$405.1K

% of Portfolio:0.1% ($405.1K/$350.0M)

Keurig Dr Pepper Inc.

KDP|49271V100

Shares:10.8K

Value:$404.7K

% of Portfolio:0.1% ($404.7K/$350.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip30151E566)✕	14.2K	QoQ +55.51% (+5.1K) YoY NEW(+14.2K)	All Managers (Combined)	$459.5K	0.1% ($459.5K/$350.0M)	QoQ +44.69% (+$141.9K) YoY NEW(+$459.5K)
SYNOPSYS INC(SNPScusip871607107)	1.1K	QoQ +49.29% (+352) YoY NEW(+1.1K)	All Managers (Combined)	$457.2K	0.1% ($457.2K/$350.0M)	QoQ +31.91% (+$110.6K) YoY NEW(+$457.2K)
Duke Energy CORP(DUKcusip26441C204)	3.8K	QoQ +17.96% (+582) YoY -13.59% (-601)	All Managers (Combined)	$456.1K	0.1% ($456.1K/$350.0M)	QoQ +30.70% (+$107.2K) YoY +6.65% (-$28.5K)
(cusip33740U612)✕	14.4K	QoQ -15.11% (-2.6K) YoY NEW(+14.4K)	All Managers (Combined)	$453.0K	0.1% ($453.0K/$350.0M)	QoQ -13.79% (-$72.5K) YoY NEW(+$453.0K)
(VBKcusip922908595)	1.8K	QoQ -51.96% (-1.9K) YoY -59.49% (-2.6K)	All Managers (Combined)	$449.2K	0.1% ($449.2K/$350.0M)	QoQ -56.81% (-$591.0K) YoY -60.88% (-$699.1K)
T-Mobile US, Inc.(TMUScusip872590104)	1.7K	QoQ +27.00% (+357) YoY NEW(+1.7K)	All Managers (Combined)	$447.8K	0.1% ($447.8K/$350.0M)	QoQ +53.46% (+$156.0K) YoY NEW(+$447.8K)
(cusip26922A289)✕	10.5K	QoQ -3.14% (-340) YoY -21.38% (-2.8K)	All Managers (Combined)	$445.2K	0.1% ($445.2K/$350.0M)	QoQ -10.80% (-$53.9K) YoY -14.49% (-$75.5K)
(SPLGcusip78464A854)	6.7K	QoQ -56.19% (-8.6K) YoY -84.57% (-36.8K)	All Managers (Combined)	$441.0K	0.1% ($441.0K/$350.0M)	QoQ -58.21% (-$614.5K) YoY -83.51% (-$2.2M)
Airbnb, Inc.(ABNBcusip009066101)	3.7K	QoQ +115.50% (+2.0K) YoY -7.69% (-306)	All Managers (Combined)	$438.4K	0.1% ($438.4K/$350.0M)	QoQ +95.90% (+$214.6K) YoY -33.15% (-$217.5K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	816	QoQ -60.57% (-1.3K) YoY -20.85% (-215)	All Managers (Combined)	$438.3K	0.1% ($438.3K/$350.0M)	QoQ -58.11% (-$608.3K) YoY -14.01% (-$71.4K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	10.4K	QoQ -53.15% (-11.8K) YoY NEW(+10.4K)	All Managers (Combined)	$434.7K	0.1% ($434.7K/$350.0M)	QoQ -48.92% (-$416.4K) YoY NEW(+$434.7K)
(cusip53656G498)✕	9.3K	QoQ -24.35% (-3.0K) YoY NEW(+9.3K)	All Managers (Combined)	$425.7K	0.1% ($425.7K/$350.0M)	QoQ -36.25% (-$242.1K) YoY NEW(+$425.7K)
LAM RESEARCH CORP(LRCXcusip512807306)	5.8K	QoQ -57.98% (-8.0K) YoY NEW(+5.8K)	All Managers (Combined)	$420.9K	0.1% ($420.9K/$350.0M)	QoQ -57.70% (-$574.4K) YoY NEW(+$420.9K)
(cusip97717X263)✕	11.4K	QoQ NEW(+11.4K) YoY NEW(+11.4K)	All Managers (Combined)	$420.4K	0.1% ($420.4K/$350.0M)	QoQ NEW(+$420.4K) YoY NEW(+$420.4K)
(cusip46438F101)✕	8.9K	QoQ -57.02% (-11.8K) YoY +75.08% (+3.8K)	All Managers (Combined)	$414.8K	0.1% ($414.8K/$350.0M)	QoQ -62.08% (-$679.1K) YoY +102.51% (+$210.0K)
(cusip464288588)✕	4.4K	QoQ -16.24% (-854) YoY -25.85% (-1.5K)	All Managers (Combined)	$413.0K	0.1% ($413.0K/$350.0M)	QoQ -14.32% (-$69.0K) YoY -24.79% (-$136.1K)
(cusip33737M300)✕	5.9K	QoQ NEW(+5.9K) YoY NEW(+5.9K)	All Managers (Combined)	$411.8K	0.1% ($411.8K/$350.0M)	QoQ NEW(+$411.8K) YoY NEW(+$411.8K)
(cusip97717X669)✕	5.1K	QoQ -50.48% (-5.2K) YoY NEW(+5.1K)	All Managers (Combined)	$411.0K	0.1% ($411.0K/$350.0M)	QoQ -50.77% (-$423.9K) YoY NEW(+$411.0K)
GENERAL ELECTRIC CO(GEcusip369604301)	2.1K	QoQ +17.55% (+311) YoY -49.14% (-2.0K)	All Managers (Combined)	$405.1K	0.1% ($405.1K/$350.0M)	QoQ +37.03% (+$109.5K) YoY -43.66% (-$313.9K)
Keurig Dr Pepper Inc.(KDPcusip49271V100)	10.8K	QoQ -50.59% (-11.1K) YoY +0.89% (+96)	All Managers (Combined)	$404.7K	0.1% ($404.7K/$350.0M)	QoQ -42.55% (-$299.8K) YoY +22.86% (+$75.3K)