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Home > Institutional Investor > World Equity Group, Inc. > Profile

Instuitional Investor - World Equity Group, Inc.

Fund Profile
Filing Period:
Fund Name: World Equity Group, Inc.
Portfolio Value $350,036,886
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 110,397 $24,662,442 7.05%
2.
First Tr Exch Traded Fd Iii
 237,346 $15,209,151 4.35%
3.
Microsoft Corp
 MSFT 38,102 $15,157,935 4.33%
4.
Invesco Qqq Tr
 20,748 $9,733,783 2.78%
5.
Costco Wholesale Corp W
 COST 9,622 $9,097,124 2.6%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)