WORLD EQUITY GROUP, INC.
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 JFR
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $388,731 | 51,693 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $383,301 | 48,953 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $362,153 | 44,273 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $372,451 | 43,973 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $347,659 | 41,046 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $646,628 | 72,492 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $291,465 | 33,046 | Shares | Sole | 2024-10-30 | |
| No 13F history on record for this holder in this stock. | ||||||