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World Equity Group, Inc.

Portfolio Manager
World Equity Group, Inc.
Performance
-8.16% (2026 Q1)
AUM (13F)
$386.10M
# of Holdings
368
Performance Rank
Allocation (Top 20)
36.17%

World Equity Group, Inc. Holdings Map

Top 50 World Equity Group, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
AAPL
APPLE INC
5.17%78.6K$20.0M
-1.81%(-1.45K)
2025-Q1: 110.4K shares2025-Q2: 83.5K shares2025-Q3: 109.9K shares2025-Q4: 80.1K shares2026-Q1: 78.6K shares
$197.48(+56.28%)
2026-03-31
QQQ
INVESCO QQQ TR
3.57%23.9K$13.8M
-0.99%(-239)
2025-Q1: 20.7K shares2025-Q2: 25.0K shares2025-Q3: 24.7K shares2025-Q4: 24.1K shares2026-Q1: 23.9K shares
$421.83(+68.93%)
2026-03-31
MSFT
MICROSOFT CORP
2.97%31.0K$11.5M
+6.10%(+1.78K)
2025-Q1: 38.1K shares2025-Q2: 29.4K shares2025-Q3: 35.3K shares2025-Q4: 29.2K shares2026-Q1: 31.0K shares
$388.78(+0.44%)
2026-03-31
NVDA
NVIDIA CORPORATION
2.68%59.4K$10.4M
+4.99%(+2.82K)
2025-Q1: 63.6K shares2025-Q2: 56.5K shares2025-Q3: 72.9K shares2025-Q4: 56.5K shares2026-Q1: 59.4K shares
$108.38(+79.77%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
2.04%12.1K$7.9M
-1.93%(-238)
2025-Q1: 13.0K shares2025-Q2: 12.7K shares2025-Q3: 13.2K shares2025-Q4: 12.3K shares2026-Q1: 12.1K shares
$505.09(+47.46%)
2026-03-31
AMZN
AMAZON COM INC
1.94%36.0K$7.5M
+4.64%(+1.60K)
2025-Q1: 31.9K shares2025-Q2: 30.7K shares2025-Q3: 38.9K shares2025-Q4: 34.4K shares2026-Q1: 36.0K shares
$160.23(+51.45%)
2026-03-31
GLD
SPDR GOLD TR
1.55%13.9K$6.0M
-23.51%(-4.27K)
2025-Q1: 16.1K shares2025-Q2: 18.4K shares2025-Q3: 18.6K shares2025-Q4: 18.1K shares2026-Q1: 13.9K shares
$223.52(+69.17%)
2026-03-31
AVGO
BROADCOM INC
1.54%19.3K$6.0M
+105.13%(+9.88K)
2025-Q1: 7.9K shares2025-Q2: 8.2K shares2025-Q3: 9.5K shares2025-Q4: 9.4K shares2026-Q1: 19.3K shares
$232.58(+54.98%)
2026-03-31
PLTR
PALANTIR TECHNOLOGIES INC
1.54%40.7K$6.0M
+1.83%(+733)
2025-Q1: 50.2K shares2025-Q2: 39.7K shares2025-Q3: 40.7K shares2025-Q4: 39.9K shares2026-Q1: 40.7K shares
$35.69(+262.28%)
2026-03-31
GOOGL
ALPHABET INC
1.5%20.2K$5.8M
+3.77%(+733)
2025-Q1: 20.4K shares2025-Q2: 17.7K shares2025-Q3: 21.2K shares2025-Q4: 19.4K shares2026-Q1: 20.2K shares
$144.88(+148.41%)
2026-03-31

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