World Equity Group, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 300Value: $350.0MLatest: 2025Q1

WORLD EQUITY GROUP, INC. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 300 holdings worth $0.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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Page 1 of 15

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Apple Inc.

AAPL|037833100

Shares:110.4K

Value:$24.7M

% of Portfolio:7.0% ($24.7M/$350.0M)

33739P103

Shares:237.3K

Value:$15.2M

% of Portfolio:4.3% ($15.2M/$350.0M)

MICROSOFT CORP

MSFT|594918104

Shares:38.1K

Value:$15.2M

% of Portfolio:4.3% ($15.2M/$350.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:20.7K

Value:$9.7M

% of Portfolio:2.8% ($9.7M/$350.0M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:9.6K

Value:$9.1M

% of Portfolio:2.6% ($9.1M/$350.0M)

33740F755

Shares:285.8K

Value:$8.5M

% of Portfolio:2.4% ($8.5M/$350.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:13.0K

Value:$7.3M

% of Portfolio:2.1% ($7.3M/$350.0M)

NVIDIA CORP

NVDA|67066G104

Shares:63.6K

Value:$6.9M

% of Portfolio:2.0% ($6.9M/$350.0M)

464287200

IVV|464287200

Shares:11.1K

Value:$6.2M

% of Portfolio:1.8% ($6.2M/$350.0M)

AMAZON COM INC

AMZN|023135106

Shares:31.9K

Value:$6.1M

% of Portfolio:1.7% ($6.1M/$350.0M)

336917109

Shares:139.1K

Value:$6.0M

% of Portfolio:1.7% ($6.0M/$350.0M)

SPDR GOLD TRUST

GLD|78463V107

Shares:16.1K

Value:$4.6M

% of Portfolio:1.3% ($4.6M/$350.0M)

33741X102

Shares:134.5K

Value:$4.5M

% of Portfolio:1.3% ($4.5M/$350.0M)

33740U778

Shares:185.7K

Value:$4.4M

% of Portfolio:1.3% ($4.4M/$350.0M)

Meta Platforms, Inc.

META|30303M102

Shares:7.2K

Value:$4.1M

% of Portfolio:1.2% ($4.1M/$350.0M)

464288877

Shares:67.5K

Value:$4.0M

% of Portfolio:1.1% ($4.0M/$350.0M)

33740U752

Shares:123.7K

Value:$3.7M

% of Portfolio:1.1% ($3.7M/$350.0M)

Texas Pacific Land Corp

TPL|88262P102

Shares:2.7K

Value:$3.6M

% of Portfolio:1.0% ($3.6M/$350.0M)

464287309

IVW|464287309

Shares:37.8K

Value:$3.5M

% of Portfolio:1.0% ($3.5M/$350.0M)

Palantir Technologies Inc.

PLTR|69608A108

Shares:50.2K

Value:$3.3M

% of Portfolio:0.9% ($3.3M/$350.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Apple Inc.(AAPLcusip037833100)	110.4K	QoQ +36.68% (+29.6K) YoY -37.56% (-66.4K)	All Managers (Combined)	$24.7M	7.0% ($24.7M/$350.0M)	QoQ +21.94% (+$4.4M) YoY -18.66% (-$5.7M)
(cusip33739P103)✕	237.3K	QoQ +9.56% (+20.7K) YoY +62.19% (+91.0K)	All Managers (Combined)	$15.2M	4.3% ($15.2M/$350.0M)	QoQ +6.68% (+$952.9K) YoY +68.56% (+$6.2M)
MICROSOFT CORP(MSFTcusip594918104)	38.1K	QoQ -38.14% (-23.5K) YoY -51.22% (-40.0K)	All Managers (Combined)	$15.2M	4.3% ($15.2M/$350.0M)	QoQ -41.61% (-$10.8M) YoY -53.88% (-$17.7M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	20.7K	QoQ -0.33% (-70) YoY -38.34% (-12.9K)	All Managers (Combined)	$9.7M	2.8% ($9.7M/$350.0M)	QoQ -8.53% (-$908.8K) YoY -34.85% (-$5.2M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	9.6K	QoQ +697.84% (+8.4K) YoY +643.01% (+8.3K)	All Managers (Combined)	$9.1M	2.6% ($9.1M/$350.0M)	QoQ +723.33% (+$8.0M) YoY +858.61% (+$8.1M)
(cusip33740F755)✕	285.8K	QoQ +3.74% (+10.3K) YoY +5.77% (+15.6K)	All Managers (Combined)	$8.5M	2.4% ($8.5M/$350.0M)	QoQ +1.09% (+$91.7K) YoY +12.31% (+$930.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	13.0K	QoQ -50.09% (-13.1K) YoY +6.57% (+803)	All Managers (Combined)	$7.3M	2.1% ($7.3M/$350.0M)	QoQ -52.36% (-$8.0M) YoY +13.97% (+$892.9K)
NVIDIA CORP(NVDAcusip67066G104)	63.6K	QoQ -39.88% (-42.2K) YoY +1297.03% (+59.0K)	All Managers (Combined)	$6.9M	2.0% ($6.9M/$350.0M)	QoQ -51.24% (-$7.3M) YoY +68.39% (+$2.8M)
(IVVcusip464287200)	11.1K	QoQ +21.38% (+1.9K) YoY -39.30% (-7.2K)	All Managers (Combined)	$6.2M	1.8% ($6.2M/$350.0M)	QoQ +15.86% (+$851.8K) YoY -35.11% (-$3.4M)
AMAZON COM INC(AMZNcusip023135106)	31.9K	QoQ +6.00% (-1.8K) YoY -59.52% (-46.9K)	All Managers (Combined)	$6.1M	1.7% ($6.1M/$350.0M)	QoQ -8.30% (-$548.1K) YoY -57.42% (-$8.2M)
(cusip336917109)✕	139.1K	QoQ +6.47% (+8.5K) YoY +89.62% (+65.7K)	All Managers (Combined)	$6.0M	1.7% ($6.0M/$350.0M)	QoQ +14.88% (+$782.8K) YoY +114.07% (+$3.2M)
SPDR GOLD TRUST(GLDcusip78463V107)	16.1K	QoQ -43.50% (-12.4K) YoY +14.91% (+2.1K)	All Managers (Combined)	$4.6M	1.3% ($4.6M/$350.0M)	QoQ -33.70% (-$2.3M) YoY +58.73% (+$1.7M)
(cusip33741X102)✕	134.5K	QoQ +11.11% (+13.5K) YoY +24.46% (+26.4K)	All Managers (Combined)	$4.5M	1.3% ($4.5M/$350.0M)	QoQ +3.83% (+$166.4K) YoY +19.74% (+$743.0K)
(cusip33740U778)✕	185.7K	QoQ +1.82% (-3.3K) YoY -5.85% (-11.6K)	All Managers (Combined)	$4.4M	1.3% ($4.4M/$350.0M)	QoQ -1.13% (-$50.7K) YoY -0.55% (-$24.8K)
Meta Platforms, Inc.(METAcusip30303M102)	7.2K	QoQ -43.11% (-5.4K) YoY -11.06% (-892)	All Managers (Combined)	$4.1M	1.2% ($4.1M/$350.0M)	QoQ -44.05% (-$3.2M) YoY +5.45% (-$213.5K)
(cusip464288877)✕	67.5K	QoQ +7.25% (+4.6K) YoY -30.15% (-29.2K)	All Managers (Combined)	$4.0M	1.1% ($4.0M/$350.0M)	QoQ +20.48% (+$676.9K) YoY -24.32% (-$1.3M)
(cusip33740U752)✕	123.7K	QoQ -2.09% (-2.6K) YoY -11.78% (-16.5K)	All Managers (Combined)	$3.7M	1.1% ($3.7M/$350.0M)	QoQ -6.98% (-$277.2K) YoY -7.02% (-$278.9K)
Texas Pacific Land Corp(TPLcusip88262P102)	2.7K	QoQ -49.22% (-2.6K) YoY -7.64% (-223)	All Managers (Combined)	$3.6M	1.0% ($3.6M/$350.0M)	QoQ -39.17% (-$2.3M) YoY +111.51% (-$1.9M)
(IVWcusip464287309)	37.8K	QoQ +135.66% (+21.7K) YoY +193.04% (+24.9K)	All Managers (Combined)	$3.5M	1.0% ($3.5M/$350.0M)	QoQ +115.45% (+$1.9M) YoY +222.20% (+$2.4M)
Palantir Technologies Inc.(PLTRcusip69608A108)	50.2K	QoQ -36.59% (-29.0K) YoY +20.57% (+8.6K)	All Managers (Combined)	$3.3M	0.9% ($3.3M/$350.0M)	QoQ -45.16% (-$2.7M) YoY +233.92% (+$2.3M)