WORLD EQUITY GROUP, INC.
CIK: 0000878770SEC EDGAR →
Portfolio Value
$358.3M
Holdings
326
As of
Q4 2025
New Positions
326
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | APPLE INC | 80,059 | $21.8M | 6.08% |
| 2 | INVESCO QQQ TR | 24,137 | $14.8M | 4.14% |
| 3 | MICROSOFT CORP | 29,223 | $14.1M | 3.94% |
| 4 | NVIDIA CORPORATION | 56,533 | $10.5M | 2.94% |
| 5 | SPDR S&P 500 ETF TR | 12,327 | $8.4M | 2.35% |
| 6 | AMAZON COM INC | 34,405 | $7.9M | 2.22% |
| 7 | SPDR GOLD TR | 18,143 | $7.2M | 2.01% |
| 8 | PALANTIR TECHNOLOGIES INC | 39,946 | $7.1M | 1.98% |
| 9 | ALPHABET INC | 19,440 | $6.1M | 1.70% |
| 10 | META PLATFORMS INC | 8,740 | $5.8M | 1.61% |
Quarterly Changes
Top Sells
No sells this quarter
New Positions (326)
$21.8M · 80K shares
$14.8M · 24K shares
$14.1M · 29K shares
$10.5M · 57K shares
$8.4M · 12K shares
$7.9M · 34K shares
$7.2M · 18K shares
$7.1M · 40K shares
$6.1M · 19K shares
$5.8M · 9K shares
$5.4M · 8K shares
$4.6M · 168K shares
$4.6M · 7K shares
$4.3M · 10K shares
$4.2M · 124K shares
$4.1M · 113K shares
$4.0M · 74K shares
$3.5M · 56K shares
$3.3M · 11K shares
$3.3M · 9K shares
$3.2M · 121K shares
$3.2M · 6K shares
$3.1M · 26K shares
$3.0M · 27K shares
$2.7M · 8K shares
$2.6M · 107K shares
$2.6M · 40K shares
$2.4M · 8K shares
$2.4M · 5K shares
$2.4M · 17K shares
$2.2M · 19K shares
$2.1M · 2K shares
$2.1M · 78K shares
$2.1M · 4K shares
$2.1M · 2K shares
$1.9M · 69K shares
$1.8M · 6K shares
$1.8M · 8K shares
$1.7M · 14K shares
$1.7M · 15K shares
$1.7M · 9K shares
$1.7M · 11K shares
$1.7M · 28K shares
$1.6M · 5K shares
$1.5M · 21K shares
$1.5M · 70K shares
$1.5M · 31K shares
$1.5M · 5K shares
$1.5M · 24K shares
$1.4M · 7K shares
$1.4M · 27K shares
$1.4M · 4K shares
$1.4M · 5K shares
$1.4M · 4K shares
$1.4M · 128K shares
$1.4M · 25K shares
$1.3M · 6K shares
$1.3M · 24K shares
$1.3M · 30K shares
$1.3M · 55K shares
$1.2M · 9K shares
$1.2M · 4K shares
$1.2M · 4K shares
$1.2M · 16K shares
$1.2M · 3K shares
$1.2M · 8K shares
$1.2M · 36K shares
$1.2M · 21K shares
$1.2M · 17K shares
$1.2M · 54K shares
$1.1M · 7K shares
$1.1M · 33K shares
$1.1M · 31K shares
$1.1M · 41K shares
$1.1M · 15K shares
$1.1M · 12K shares
$1.1M · 5K shares
$1.1M · 63K shares
$1.1M · 10K shares
$1.1M · 14K shares
$1.0M · 3K shares
$1.0M · 4K shares
$980K · 4K shares
$969K · 11K shares
$968K · 6K shares
$957K · 6K shares
$955K · 8K shares
$920K · 8K shares
$899K · 16K shares
$899K · 3K shares
$894K · 3K shares
$892K · 11K shares
$891K · 18K shares
$883K · 4K shares
$883K · 20K shares
$880K · 3K shares
$880K · 3K shares
$836K · 3K shares
$829K · 10K shares
$826K · 4K shares
$816K · 3K shares
$813K · 21K shares
$802K · 18K shares
$800K · 22K shares
$791K · 7K shares
$788K · 16K shares
$787K · 15K shares
$785K · 30K shares
$776K · 36K shares
$775K · 36K shares
$765K · 15K shares
$764K · 12K shares
$759K · 13K shares
$757K · 3K shares
$756K · 50K shares
$746K · 2K shares
$743K · 20K shares
$732K · 15K shares
$731K · 16K shares
$730K · 5K shares
$725K · 13K shares
$719K · 4K shares
$718K · 5K shares
$711K · 2K shares
$707K · 37K shares
$699K · 812 shares
$697K · 7K shares
$689K · 1K shares
$679K · 21K shares
$679K · 13K shares
$672K · 14K shares
$667K · 111K shares
$663K · 4K shares
$662K · 1K shares
$657K · 14K shares
$652K · 4K shares
$651K · 13K shares
$644K · 34K shares
$636K · 8K shares
$632K · 13K shares
$623K · 2K shares
$612K · 4K shares
$611K · 12K shares
$601K · 11K shares
$600K · 6K shares
$592K · 6K shares
$582K · 6K shares
$572K · 10K shares
$569K · 3K shares
$557K · 1K shares
$556K · 22K shares
$552K · 14K shares
$548K · 39K shares
$548K · 13K shares
$544K · 2K shares
$540K · 7K shares
$540K · 16K shares
$539K · 14K shares
$536K · 30K shares
$518K · 22K shares
$513K · 14K shares
$510K · 5K shares
$506K · 5K shares
$506K · 51K shares
$506K · 29K shares
$505K · 13K shares
$505K · 1K shares
$502K · 6K shares
$496K · 2K shares
$492K · 34K shares
$490K · 26K shares
$488K · 10K shares
$482K · 5K shares
$481K · 7K shares
$473K · 10K shares
$466K · 22K shares
$460K · 11K shares
$458K · 12K shares
$457K · 2K shares
$456K · 2K shares
$453K · 2K shares
$453K · 7K shares
$444K · 4K shares
$444K · 3K shares
$443K · 9K shares
$441K · 5K shares
$433K · 23K shares
$432K · 5K shares
$432K · 642 shares
$432K · 3K shares
$427K · 4K shares
$423K · 16K shares
$420K · 1K shares
$415K · 6K shares
$413K · 2K shares
$410K · 2K shares
$405K · 733 shares
$403K · 2K shares
$403K · 432 shares
$402K · 5K shares
$402K · 1K shares
$401K · 533 shares
$399K · 3K shares
$395K · 10K shares
$395K · 4K shares
$392K · 6K shares
$390K · 7K shares
$384K · 588 shares
$383K · 49K shares
$378K · 5K shares
$378K · 7K shares
$376K · 15K shares
$375K · 11K shares
$375K · 10K shares
$375K · 427 shares
$370K · 2K shares
$369K · 4K shares
$368K · 15K shares
$367K · 19K shares
$360K · 18K shares
$360K · 5K shares
$359K · 3K shares
$359K · 5K shares
$357K · 19K shares
$356K · 2K shares
$355K · 2K shares
$355K · 5K shares
$353K · 3K shares
$352K · 12K shares
$348K · 7K shares
$347K · 3K shares
$347K · 724 shares
$344K · 7K shares
$340K · 8K shares
$340K · 3K shares
$333K · 10K shares
$333K · 5K shares
$331K · 6K shares
$331K · 3K shares
$331K · 1K shares
$329K · 12K shares
$328K · 3K shares
$326K · 4K shares
$325K · 1K shares
$320K · 1K shares
$320K · 4K shares
$315K · 2K shares
$313K · 6K shares
$313K · 6K shares
$312K · 9K shares
$311K · 700 shares
$311K · 8K shares
$309K · 2K shares
$308K · 4K shares
$307K · 21K shares
$307K · 7K shares
$306K · 6K shares
$306K · 15K shares
$306K · 7K shares
$302K · 2K shares
$302K · 7K shares
$302K · 8K shares
$300K · 4K shares
$300K · 2K shares
$300K · 6K shares
$297K · 10K shares
$297K · 11K shares
$296K · 4K shares
$296K · 1K shares
$294K · 6K shares
$294K · 2K shares
$290K · 887 shares
$287K · 13K shares
$287K · 501 shares
$283K · 2K shares
$279K · 1K shares
$278K · 10K shares
$278K · 1K shares
$274K · 7K shares
$272K · 9K shares
$272K · 8K shares
$271K · 9K shares
$270K · 2K shares
$268K · 3K shares
$266K · 756 shares
$263K · 3K shares
$263K · 567 shares
$262K · 4K shares
$259K · 4K shares
$257K · 4K shares
$254K · 6K shares
$252K · 6K shares
$252K · 5K shares
$250K · 3K shares
$250K · 1K shares
$248K · 911 shares
$248K · 11K shares
$245K · 423 shares
$244K · 2K shares
$235K · 5K shares
$230K · 3K shares
$228K · 8K shares
$225K · 933 shares
$224K · 5K shares
$224K · 18K shares
$224K · 17K shares
$218K · 5K shares
$218K · 8K shares
$216K · 3K shares
$215K · 2K shares
$215K · 4K shares
$213K · 3K shares
$212K · 372 shares
$212K · 4K shares
$209K · 1K shares
$209K · 10K shares
$208K · 7K shares
$205K · 4K shares
$200K · 6K shares
$184K · 16K shares
$175K · 11K shares
$175K · 11K shares
$174K · 11K shares
$169K · 11K shares
$157K · 29K shares
$139K · 14K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 181 | $158.0M | 44.1% |
| Technology | 36 | $74.9M | 20.9% |
| Unknown | 18 | $37.8M | 10.6% |
| Consumer Cyclical | 14 | $19.8M | 5.5% |
| Communication Services | 8 | $17.4M | 4.8% |
| Industrials | 22 | $13.2M | 3.7% |
| Healthcare | 14 | $12.0M | 3.3% |
| Consumer Defensive | 9 | $8.5M | 2.4% |
| Energy | 7 | $8.5M | 2.4% |
| Utilities | 8 | $3.1M | 0.9% |
| Real Estate | 4 | $2.7M | 0.8% |
| Basic Materials | 5 | $2.0M | 0.6% |