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 |
|---|---|---|---|---|
| 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 DNP
Shares Held
Position Value (USD)
16 of 16 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $530,450 | 51,500 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $506,712 | 50,722 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $505,014 | 50,451 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $493,670 | 50,426 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $571,503 | 57,786 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $513,606 | 58,232 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $511,397 | 50,936 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $416,885 | 50,716 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $455,078 | 50,174 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $424,381 | 50,045 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $307,667 | 32,318 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $330,654 | 31,551 | Shares | Sole | 2024-08-26 | |
| 2022-12-31 | $330,558 | 29,383 | Shares | Sole | 2024-09-06 | |
| 2022-09-30 | $301,859 | 29,137 | Shares | Sole | 2024-09-06 | |
| 2022-06-30 | $290,132 | 26,765 | Shares | Sole | 2024-09-06 | |
| 2022-03-31 | $314,612 | 26,617 | Shares | Sole | 2024-09-06 | |
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