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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 $242,217,924
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 46,848 $15,601,423 6.44%
2.
Invesco Qqq Tr
 18,844 $13,961,643 5.76%
3.
Microsoft Corp
 MSFT 22,048 $11,314,120 4.67%
4.
Nvidia Corp
 NVDA 40,851 $9,355,477 3.86%
5.
Spdr S & P 500 Etf Trust
 SPY 10,763 $8,208,187 3.39%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.