WORLD EQUITY GROUP, INC. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
WE WORLD EQUITY GROUP, INC. | Institutional Filer | ▲ 7.77% | $386.1M | 368 |
Current Portfolio Holdings
Showing all 368 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | Technology | 79K | $20.0M | 5.17% |
| 2 | QQQ | Invesco QQQ Trust | — | 24K | $13.8M | 3.57% |
| 3 | MSFT | Microsoft Corporation | Technology | 31K | $11.5M | 2.97% |
| 4 | NVDA | NVIDIA Corporation | Technology | 59K | $10.4M | 2.68% |
| 5 | SPY | SPDR S&P 500 ETF Trust | — | 12K | $7.9M | 2.04% |
| 6 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 36K | $7.5M | 1.94% |
| 7 | GLD | SPDR GOLD TR | — | 14K | $6.0M | 1.55% |
| 8 | AVGO | Broadcom Inc. | Technology | 19K | $6.0M | 1.54% |
| 9 | PLTR | Palantir Technologies Inc. | Technology | 41K | $6.0M | 1.54% |
| 10 | GOOGL | Alphabet Inc. | Technology | 20K | $5.8M | 1.50% |
| 11 | META | Meta Platforms, Inc. | Technology | 9K | $5.2M | 1.35% |
| 12 | CAT | Caterpillar Inc. | Industrials | 7K | $5.0M | 1.29% |
| 13 | IVV | ISHARES TR | — | 8K | $4.9M | 1.28% |
| 14 | BUFG | FIRST TR EXCHNG TRADED FD VI | — | 169K | $4.5M | 1.17% |
| 15 | VOO | VANGUARD INDEX FDS | — | 7K | $4.4M | 1.13% |
Showing 1 to 15 of 368 holdings