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WORLD EQUITY GROUP, INC. 13F portfolio summary

WORLD EQUITY GROUP, INC. of WORLD EQUITY GROUP, INC. has 375 current stock holdings with a reported portfolio value of $446.6M. The portfolio 1 year return is +16.58%. Top holdings include AAPL (4.99%), SPY (4.21%), QQQ (4.02%), NVDA (2.83%), MSFT (2.59%).

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WORLD EQUITY GROUP, INC.

WORLD EQUITY GROUP, INC.
Latest filing: 2026-06-30

WORLD EQUITY GROUP, INC. runs WORLD EQUITY GROUP, INC. and currently holds 375 stock positions, which is more than the average of 230 among the investors we track. The portfolio is valued at approximately $446.62M. Their top holdings are AAPL, SPY, QQQ, NVDA, MSFT. The top five represent 18.6% of reported portfolio weight. WORLD EQUITY GROUP, INC. ranks #636 out of 1000 investors tracked by Alpha Score. In the most recent quarter, WORLD EQUITY GROUP, INC. initiated 6 new positions. They added to 58 existing positions. They trimmed 34 positions. Their current best-performing preview position is MU with returns of +241.67%.

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Top 5 Holdings
AAPL5.0%
SPY4.2%
QQQ4.0%
NVDA2.8%
MSFT2.6%
Top 5: 18.6%
Portfolio Returns
1 Year
+16.58%
#824/1000
3 Year
+54.75%
#666/1000
5 Year
+69.95%
#553/1000

Portfolio Value

$446.62M

Alpha Score

48.8

#636 of 1000

Holdings

375

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375 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
AAPL
APPLE INC
4.99%$203.78$309.35+51.81%
Trimmed
-2.11%
SPY
STATE STR SPDR S&P 500 ETF T
4.21%$635.77$765.62+20.42%
Added
+108.45%
QQQ
INVESCO QQQ TR
4.02%$441.02$713.44+61.77%
Added
+1.97%
NVDA
NVIDIA CORPORATION
2.83%$120.47$214.76+78.27%
Added
+6.40%
MSFT
MICROSOFT CORP
2.59%$386.75$483.24+24.95%
Added
+0.06%
GLD
SPDR GOLD TR
2.27%$297.65$423.45+42.26%
Added
+98.57%
AMZN
AMAZON COM INC
1.96%$160.92$258.63+60.72%
Added
+1.92%
GOOGL
ALPHABET INC
1.61%$149.42$344.82+130.77%
Trimmed
-0.42%
IVV
ISHARES TR
1.51%$534.75$769.30+43.86%
Added
+19.62%
TSLA
TESLA INC
1.25%$356.83$362.86+1.69%
Added
+17.91%

Showing 1-10 of 375