WORLD EQUITY GROUP, INC.
Top Portfolio Positions
174 positions ·
$231,116,461 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
78,611 | $19,950,685 | 8.63% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
23,898 | $13,793,447 | 5.97% | |
| MSFT |
Microsoft Corp
Technology
|
31,005 | $11,477,120 | 4.97% | |
| NVDA |
Nvidia Corp
Technology
|
59,354 | $10,351,337 | 4.48% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,089 | $7,861,960 | 3.40% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,002 | $7,498,136 | 3.24% | |
| GLD |
Spdr Gold Trust
|
13,877 | $5,971,134 | 2.58% | |
| AVGO |
Broadcom Inc.
Technology
|
19,274 | $5,965,495 | 2.58% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
40,679 | $5,950,524 | 2.57% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,173 | $5,800,947 | 2.51% |
Portfolio Trend
Holdings in CCD
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2022-03-31 | $229,208 | 8,936 | Shares | Sole | 2024-09-06 | |
| 2022-06-30 | $228,121 | 10,640 | Shares | Sole | 2024-09-06 | |
| 2022-09-30 | $217,225 | 10,845 | Shares | Sole | 2024-09-06 | |
| 2022-12-31 | $227,152 | 11,086 | Shares | Sole | 2024-09-06 | |
| 2023-03-31 | $6,129,607 | 287,775 | Shares | Sole | 2024-08-26 | |
| 2023-06-30 | $284,163 | 13,071 | Shares | Sole | 2024-08-26 | |
| 2023-09-30 | $249,384 | 13,379 | Shares | Sole | 2024-07-22 | |
| 2023-12-31 | $289,064 | 14,614 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $362,032 | 16,607 | Shares | Sole | 2024-07-18 | |
| 2024-06-30 | $387,606 | 17,273 | Shares | Sole | 2024-07-18 | |
| 2024-09-30 | $488,543 | 19,234 | Shares | Sole | 2024-10-30 | |
| 2024-12-31 | $484,884 | 19,950 | Shares | Sole | 2025-02-04 | |
| 2025-03-31 | $409,491 | 19,234 | Shares | Sole | 2025-04-22 | |
| 2025-06-30 | $445,364 | 22,086 | Shares | Sole | 2025-07-15 | |
| 2025-09-30 | $473,294 | 22,495 | Shares | Sole | 2025-10-24 | |
| 2025-12-31 | $466,930 | 22,384 | Shares | Sole | 2026-01-12 | |
| 2026-03-31 | $987,779 | 46,266 | Shares | Sole | 2026-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||