Portfolio (Quarterly)
Guide ↗
WORLD EQUITY GROUP, INC.
· CIK 0000878770| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 161 | AIQ | GLOBAL X FDS | — | 5,006.0 | $234K | 0.06% | +823.0 | +19.7% | $46.68 | +39.4% |
| 162 | SMCI | SUPER MICRO COMPUTER INC | Technology | 9,877.0 | $225K | 0.06% | +362.0 | +3.8% | $22.77 | +67.7% |
| 163 | GPIQ | GOLDMAN SACHS ETF TR | — | 4,487.0 | $222K | 0.06% | +415.0 | +10.2% | $49.49 | +19.0% |
| 164 | CEG | CONSTELLATION ENERGY CORP | Utilities | 776.0 | $217K | 0.06% | +20.0 | +2.6% | $279.52 | +3.3% |
| 165 | F | FORD MTR CO | Consumer Cyclical | 18,420.0 | $213K | 0.06% | +1K | +7.6% | $11.54 | +37.6% |
| 166 | IYRI | NEOS ETF TRUST | — | 4,275.0 | $202K | 0.05% | +38.0 | +0.9% | $47.29 | +4.4% |
| 167 | DSL | DOUBLELINE INCOME SOLUTIONS | Financial Services | 18,580.0 | $201K | 0.05% | +2K | +13.4% | $10.83 | +1.4% |
| 168 | YMAX | TIDAL TRUST II | — | 17,800.0 | $139K | 0.04% | +4K | +27.1% | $7.83 | +8.7% |
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%