WORLD EQUITY GROUP, INC.
CIK
878770
City
SCHAUMBURG
State / Country
IL
Top Portfolio Positions
175 positions ·
$233,301,572 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
78,611 | $19,950,685 | 8.55% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
23,898 | $13,793,447 | 5.91% | |
| MSFT |
Microsoft Corp
Technology
|
31,005 | $11,477,120 | 4.92% | |
| NVDA |
Nvidia Corp
Technology
|
59,354 | $10,351,337 | 4.44% | |
| SPY |
Spdr S&P 500 ETF Trust
|
12,089 | $7,861,960 | 3.37% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
36,002 | $7,498,136 | 3.21% | |
| GLD |
Spdr Gold Trust
|
13,877 | $5,971,134 | 2.56% | |
| AVGO |
Broadcom Inc.
Technology
|
19,274 | $5,965,495 | 2.56% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
40,679 | $5,950,524 | 2.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
20,173 | $5,800,947 | 2.49% |
Portfolio Trend
17 quarters · across all stocks
Holdings in FTHY
Shares Held
Position Value (USD)
17 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $437,587 | 32,342 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $548,124 | 38,957 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $638,835 | 44,088 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $712,547 | 47,983 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,309,068 | 90,593 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,769,383 | 122,195 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,931,776 | 127,763 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $1,861,170 | 129,970 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,973,717 | 135,744 | Shares | Sole | 2024-07-18 | |
| 2023-12-31 | $1,983,896 | 142,419 | Shares | Sole | 2024-07-22 | |
| 2023-09-30 | $1,918,239 | 144,012 | Shares | Sole | 2024-07-22 | |
| 2023-06-30 | $1,947,581 | 141,952 | Shares | Sole | 2024-08-26 | |
| 2023-03-31 | $802,602 | 57,493 | Shares | Sole | 2024-08-26 | |
| 2022-12-31 | $1,925,752 | 142,860 | Shares | Sole | 2024-09-06 | |
| 2022-09-30 | $2,096,039 | 155,608 | Shares | Sole | 2024-09-06 | |
| 2022-06-30 | $2,223,961 | 153,060 | Shares | Sole | 2024-09-06 | |
| 2022-03-31 | $2,630,320 | 151,081 | Shares | Sole | 2024-09-06 | |
| No 13F history on record for this holder in this stock. | ||||||