WORLD EQUITY GROUP, INC.
369 holdingsFiling period: 2026-03-31Current AUM: $430.2Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AAPL | APPLE INC | 78.6K | $19.9M | $24.3M | 5.64% | -1,448 | 2026-03-31 |
| 2 | QQQ | INVESCO QQQ TR | 23.9K | $13.8M | $16.4M | 3.82% | -239 | 2026-03-31 |
| 3 | MSFT | MICROSOFT CORP | 31.0K | $11.5M | $14.4M | 3.35% | +1.8K | 2026-03-31 |
| 4 | NVDA | NVIDIA CORPORATION | 59.4K | $10.4M | $11.9M | 2.77% | +2.8K | 2026-03-31 |
| 5 | SPY | STATE STR SPDR S&P 500 ETF T | 12.1K | $7.9M | $9.0M | 2.10% | -238 | 2026-03-31 |
| 6 | AMZN | AMAZON COM INC | 36.0K | $7.5M | $9.8M | 2.27% | +1.6K | 2026-03-31 |
| 7 | GLD | SPDR GOLD TR | 13.9K | $6.0M | $5.2M | 1.20% | -4,266 | 2026-03-31 |
| 8 | AVGO | BROADCOM INC | 19.3K | $6.0M | $7.5M | 1.74% | +9.9K | 2026-03-31 |
| 9 | PLTR | PALANTIR TECHNOLOGIES INC | 40.7K | $6.0M | $5.0M | 1.16% | +733 | 2026-03-31 |
| 10 | GOOGL | ALPHABET INC | 20.2K | $5.8M | $7.2M | 1.67% | +733 | 2026-03-31 |
| 11 | META | META PLATFORMS INC | 9.1K | $5.2M | $5.1M | 1.18% | +352 | 2026-03-31 |
| 12 | CAT | CATERPILLAR INC | 7.0K | $5.0M | $5.7M | 1.33% | +3.4K | 2026-03-31 |
| 13 | IVV | ISHARES TR | 7.5K | $4.9M | $5.7M | 1.31% | -290 | 2026-03-31 |
| 14 | BUFG | FIRST TR EXCHNG TRADED FD VI | 168.6K | $4.5M | $5.0M | 1.16% | +559 | 2026-03-31 |
| 15 | VOO | VANGUARD INDEX FDS | 7.3K | $4.4M | $5.0M | 1.17% | +38 | 2026-03-31 |
| 16 | XOM | EXXON MOBIL CORP | 25.6K | $4.3M | $4.0M | 0.93% | -143 | 2026-03-31 |
| 17 | XOM | EXXON MOBIL CORP | 25.6K | $4.3M | $4.0M | 0.93% | -143 | 2026-03-31 |
| 18 | CVX | CHEVRON CORPORATION | 20.5K | $4.2M | $4.0M | 0.94% | +9.6K | 2026-03-31 |
| 19 | BUFR | FIRST TR EXCHNG TRADED FD VI | 124.7K | $4.2M | $4.6M | 1.07% | +1.2K | 2026-03-31 |
| 20 | TSLA | TESLA INC | 11.2K | $4.2M | $3.5M | 0.81% | +1.7K | 2026-03-31 |
| 21 | BUFQ | FIRST TR EXCHNG TRADED FD VI | 114.9K | $4.1M | $4.4M | 1.03% | +1.6K | 2026-03-31 |
| 22 | EZMO | LISTED FDS TR | 136.8K | $3.7M | $3.5M | 0.81% | +15.5K | 2026-03-31 |
| 23 | EZRO | LISTED FDS TR | 132.4K | $3.4M | $3.1M | 0.72% | +25.0K | 2026-03-31 |
| 24 | VEA | VANGUARD TAX-MANAGED FDS | 53.9K | $3.4M | $3.7M | 0.86% | -2,118 | 2026-03-31 |
| 25 | TPL | TEXAS PACIFIC LAND CORPORATI | 6.8K | $3.2M | $2.8M | 0.64% | -1,636 | 2026-03-31 |
← Scroll →
Page 1 of 15