Filer Name: WORLD EQUITY GROUP, INC.
CIK: 878770
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 358
Portfolio Value: $0.47B

World Equity Group, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
MSFT US MICROSOFT CORP 61,594 $26M 5.57% 96.5% -
AAPL US APPLE INC 80,766 $20M 4.34% -3.7% -
SPY US SPDR S&P 500 ETF TRUST 26,090 $15M 3.28% 107.9% -
FTLS US FIRST TRUST LONG/SHORT EQTY 216,628 $14M 3.06% 51.3% -
NVDA US NVIDIA CORP 105,708 $14M 3.04% 110.5% -
QQQ US INVESCO QQQ TRUST SERIES 1 20,818 $11M 2.28% 15.7% -
BUFR US FT VEST LAD BUFFERVETF-USD I 275,464 $8M 1.80% 5.1% -
META US META PLATFORMS INC-CLASS A 12,598 $7M 1.58% 113.9% -
GLD US SPDR GOLD SHARES 28,582 $7M 1.48% 107.3% -
AMZN US AMAZON.COM INC 30,084 $7M 1.42% 1.0% -
WMT US WALMART INC 69,330 $6M 1.34% 98.4% -
VOO US VANGUARD S&P 500 ETF 11,288 $6M 1.30% 118.8% -
PLTR US PALANTIR TECHNOLOGIES INC-A 79,124 $6M 1.28% 53.5% -
TPL US TEXAS PACIFIC LAND CORP 5,304 $6M 1.26% 92.0% -
VEA US VANGUARD FTSE DEVELOPED ETF 115,610 $6M 1.19% 208.3% -
IVV US ISHARES CORE S&P 500 ETF 9,119 $5M 1.15% 21.8% -
FDL US FIRST TRUST MORN DVD LEAD IN 130,601 $5M 1.13% 3.0% -
TSLA US TESLA INC 12,882 $5M 1.12% 101.4% -
XLY US CONSUMER DISCRETIONARY SELT 20,144 $5M 0.97% 100.0% -
BUFG US FT VEST BUFFERED ALLOCATION 182,356 $4M 0.96% 5.6% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us