Portfolio (Quarterly)
Guide ↗
WORLD EQUITY GROUP, INC.
· CIK 0000878770| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | MSFT | MICROSOFT CORP | Technology | 31,005.0 | $11.5M | 2.97% | +2K | +6.1% | $370.17 | +11.5% |
| 2 | NVDA | NVIDIA CORPORATION | Technology | 59,354.0 | $10.4M | 2.68% | +3K | +5.0% | $174.40 | +21.9% |
| 3 | AMZN | AMAZON COM INC | Consumer Cyclical | 36,002.0 | $7.5M | 1.94% | +2K | +4.6% | $208.27 | +30.5% |
| 4 | AVGO | BROADCOM INC | Technology | 19,274.0 | $6.0M | 1.54% | +10K | +105.1% | $309.48 | +36.3% |
| 5 | PLTR | PALANTIR TECHNOLOGIES INC | Technology | 40,679.0 | $6.0M | 1.54% | +733.0 | +1.8% | $146.28 | -9.4% |
| 6 | GOOGL | ALPHABET INC | Communication Services | 20,173.0 | $5.8M | 1.50% | +733.0 | +3.8% | $287.56 | +35.2% |
| 7 | META | META PLATFORMS INC | Communication Services | 9,092.0 | $5.2M | 1.35% | +352.0 | +4.0% | $572.12 | +11.0% |
| 8 | CAT | CATERPILLAR INC | Industrials | 7,008.0 | $5.0M | 1.29% | +3K | +93.6% | $708.38 | +28.5% |
| 9 | VOO | VANGUARD INDEX FDS | — | 7,320.0 | $4.4M | 1.13% | +38.0 | +0.5% | $597.71 | +15.4% |
| 10 | CVX | CHEVRON CORPORATION | Energy | 20,536.0 | $4.2M | 1.10% | +10K | +88.1% | $206.90 | -11.8% |
| 11 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 124,732.0 | $4.2M | 1.09% | +1K | +0.9% | $33.77 | +7.7% |
| 12 | TSLA | TESLA INC | Consumer Cyclical | 11,226.0 | $4.2M | 1.08% | +2K | +17.6% | $371.74 | +18.5% |
| 13 | BUFQ | FIRST TR EXCHNG TRADED FD VI | — | 114,910.0 | $4.1M | 1.05% | +2K | +1.4% | $35.32 | +10.8% |
| 14 | EZMO | LISTED FDS TR | — | 136,778.0 | $3.7M | 0.95% | +15K | +12.8% | $26.79 | -0.8% |
| 15 | EZRO | LISTED FDS TR | — | 132,403.0 | $3.4M | 0.88% | +25K | +23.3% | $25.69 | +2.9% |
| 16 | KO | COCA COLA CO | Consumer Defensive | 42,632.0 | $3.2M | 0.84% | +21K | +99.0% | $76.05 | +7.3% |
| 17 | GOOG | ALPHABET INC | Communication Services | 11,253.0 | $3.2M | 0.84% | +732.0 | +7.0% | $286.86 | +34.2% |
| 18 | C | CITIGROUP INC | Financial Services | 26,724.0 | $3.0M | 0.79% | +12K | +83.1% | $113.41 | +10.5% |
| 19 | JPM | JPMORGAN CHASE & CO | Financial Services | 9,116.0 | $2.7M | 0.69% | +667.0 | +7.9% | $294.15 | +1.7% |
| 20 | GS | GOLDMAN SACHS GROUP INC | Financial Services | 3,011.0 | $2.5M | 0.66% | +583.0 | +24.0% | $846.05 | +17.8% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
30.8%
Financial Services
23.0%
Consumer Cyclical
9.0%
Industrials
8.4%
Communication Services
7.6%
Energy
6.4%
Consumer Defensive
5.1%
Healthcare
4.9%
Utilities
2.0%
Basic Materials
1.4%