| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q2 2024 | 9.2% |
| MICROSOFT CORP | 4 | Q2 2024 | 6.9% |
| INVESCO QQQ TR | 4 | Q2 2024 | 3.7% |
| AMAZON COM INC | 4 | Q2 2024 | 2.9% |
| ISHARES TR | 4 | Q2 2024 | 2.5% |
| BERKSHIRE HATHAWAY INC DEL | 4 | Q2 2024 | 2.2% |
| FIRST TR EXCHNG TRADED FD VI | 4 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 4 | Q2 2024 | 1.5% |
| SPDR S&P 500 ETF TR | 4 | Q2 2024 | 1.9% |
| BANK AMERICA CORP | 4 | Q2 2024 | 1.6% |
View WORLD EQUITY GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-09-06 |
| 13F-HR | 2024-09-06 |
| 13F-HR | 2024-09-06 |
| 13F-HR | 2024-09-06 |
| 13F-HR | 2024-08-26 |
| 13F-HR | 2024-08-26 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-07-18 |
View WORLD EQUITY GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.