WORLD EQUITY GROUP, INC.

13F Portfolio Filings

Latest 13F report
Q2 2024 - Jul 18, 2024
Value $
$335M
Signature - Title
William Dudley Webb Jr. - CCO
Location
425 N Martingale Road, Suite 1220, Schaumburg, IL
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 268 $335M +$28.3M -$192M -$163M AAPL, MSFT, FTLS, BUFR, AMZN 13F-HR 7/18/2024, 12:33 PM
Q1 2024 308 $487M +$58.9M -$99.7M -$40.8M MSFT, AAPL, QQQ, AMZN, BRKB 13F-HR 7/18/2024, 12:00 PM
Q4 2023 327 $498M +$45.1M -$72.5M -$27.4M AAPL, MSFT, QQQ, IVV, AMZN 13F-HR 7/22/2024, 01:14 PM
Q3 2023 334 $475M +$195M -$44.8M +$150M AAPL, MSFT, QQQ, IVV, AMZN 13F-HR 7/22/2024, 01:22 PM
Q2 2023 317 $339M +$52M -$57.3M -$5.29M AAPL, MSFT, FTCS, QQQ, SPY 13F-HR 8/26/2024, 02:34 PM
Q1 2023 509 $91.1M $0 $0 VWO, AAPL, BBAG, BSV, IJR 13F-HR 8/26/2024, 02:25 PM
Q4 2022 328 $421M +$52.2M -$47.6M +$4.6M AAPL, IVV, MSFT, VEA, SPY 13F-HR 9/6/2024, 03:14 PM
Q3 2022 319 $395M +$76.6M -$54.2M +$22.4M IVV, AAPL, MSFT, ESGU, VEA 13F-HR 9/6/2024, 03:01 PM
Q2 2022 332 $398M +$70.8M -$71.5M -$647K AAPL, IVV, MSFT, SPY, VEA 13F-HR 9/6/2024, 02:42 PM
Q1 2022 357 $464M $0 $0 AAPL, IVV, MSFT, SPY, VEA 13F-HR 9/6/2024, 02:33 PM