WORLD EQUITY GROUP, INC. Top 13F Holdings
World Equity Group is a large advisory firm with 3109 clients and discretionary assets under management (AUM) of $775,775,868 (Form ADV from 2024-08-01). Their last reported 13F filing for Q3 2024 included $276,864,322 in managed 13F securities and a top 10 holdings …
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WORLD EQUITY GROUP, INC. Top 13F Holdings
2 weeks from now
World Equity Group is a large advisory firm with 3109 clients and discretionary assets under management (AUM) of $775,775,868 (Form ADV from 2024-08-01). Their last reported 13F filing for Q3 2024 included $276,864,322 in managed 13F securities and a top 10 holdings …
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World Equity Group, Inc. 13F Filings
2 weeks from now
Jul 18, 2024 · World Equity Group, Inc. reported 256 holdings with total value $277 M as of Q3 2024. Top holdings included AAPL, MSFT, FTLS, QQQ, and BUFR. WORLD EQUITY …
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World Equity Group, Inc. Q2 2024 13F Top Portfolio Holdings
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Jun 30, 2024 · World Equity Group, Inc. reported 268 holdings with total value $335 M as of Q2 2024. Top holdings included AAPL, MSFT, FTLS, BUFR, and AMZN. WORLD EQUITY …
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World Equity Group, Inc. Portfolio Holdings - TickerTracker.io
2 weeks from now
Oct 29, 2024 · World Equity Group, Inc. has filed its 13F form on October 29, 2024 for Q3 2024 where it was disclosed a total value porftolio of $277 Billion distributed in 256 stocks. Among …
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World Equity Group, Inc. Q1 2023 13F Top Portfolio Holdings
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World Equity Group, Inc. reported 509 holdings with total value $670 M as of Q1 2023. Top holdings included ORCL, VWO, V, IYW, and AAPL. WORLD EQUITY GROUP, INC. Q1 2023 …
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$487Million WORLD EQUITY GROUP, INC. Q1 2024 13F Holdings …
2 weeks from now
WORLD EQUITY GROUP, INC. reported 308 stock holdings with total value $487M as of Q1 2024. Top holdings included MSFT, AAPL, QQQ, AMZN, and BRKB. Open main menu. …
portfoliosavvy.com
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$277Million WORLD EQUITY GROUP, INC. Q3 2024 13F Holdings …
2 weeks from now
WORLD EQUITY GROUP, INC. reported 256 stock holdings with total value $277M as of Q3 2024. Top holdings included AAPL, MSFT, FTLS, QQQ, and BUFR. Open main menu. …
portfoliosavvy.com
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World Equity Group Inc 13F Portfolio - HedgeFollow
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Fund Portfolio Manager Performance 24Q3 AUM # of Holdings Performance Rank Allocation ; World Equity Group Inc: World Equity Group Inc: 3.32%: $276861000: 256
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Jefferies Financial Group Inc. (NYSE:JEF) Stock Holdings Increased …
2 weeks from now
20 hours ago · Assenagon Asset Management S.A. grew its position in shares of Jefferies Financial Group Inc. (NYSE:JEF - Free Report) by 157.2% during the fourth quarter, according …
marketbeat.com
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Merck & Co., Inc. (NYSE:MRK) Holdings Trimmed By ARS
2 weeks from now
20 hours ago · ARS Wealth Advisors Group LLC lowered its holdings in Merck & Co., Inc. (NYSE:MRK - Free Report) by 2.8% in the fourth quarter, according to its most recent Form …
marketbeat.com
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World Equity Group, Inc. Q4 2022 13F Top Portfolio Holdings
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Sep 6, 2024 · World Equity Group, Inc. reported 328 holdings with total value $421 M as of Q4 2022. Top holdings included AAPL, IVV, MSFT, VEA, and SPY. WORLD EQUITY GROUP, …
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Foresight Capital Management Advisors Inc. Has $6.44 Million …
2 weeks from now
20 hours ago · Foresight Capital Management Advisors Inc. grew its stake in Ares Capital Co. (NASDAQ:ARCC - Free Report) by 4.8% during the 4th quarter, according to its most recent …
marketbeat.com
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World Equity Group, Inc. Q3 2022 13F Top Portfolio Holdings
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Sep 6, 2024 · World Equity Group, Inc. reported 319 holdings with total value $395 M as of Q3 2022. Top holdings included IVV, AAPL, MSFT, ESGU, and VEA. WORLD EQUITY GROUP, …
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Burney Co. Raises Stock Holdings In CBRE Group, Inc. (NYSE
2 weeks from now
20 hours ago · Burney Co. boosted its stake in CBRE Group, Inc. (NYSE:CBRE - Free Report) by 398.3% during the fourth quarter, according to its most recent Form 13F filing with the …
marketbeat.com
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World Equity Group, Inc. Q2 2022 13F Top Portfolio Holdings
2 weeks from now
Sep 6, 2024 · World Equity Group, Inc. reported 332 holdings with total value $398 M as of Q2 2022. Top holdings included AAPL, IVV, MSFT, SPY, and VEA. WORLD EQUITY GROUP, …
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Fiduciary Financial Group LLC Trims Stock Holdings In The
2 weeks from now
20 hours ago · Fiduciary Financial Group LLC trimmed its position in The Walt Disney Company (NYSE:DIS - Free Report) by 49.5% during the 4th quarter, according to the company in its …
marketbeat.com
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World Equity Group, Inc. Q1 2022 13F Top Portfolio Holdings
2 weeks from now
Sep 6, 2024 · World Equity Group, Inc. reported 357 holdings with total value $464 M as of Q1 2022. Top holdings included AAPL, IVV, MSFT, SPY, and VEA. WORLD EQUITY GROUP, …
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1,323 Shares In Analog Devices, Inc. (NASDAQ:ADI ... - MarketBeat
2 weeks from now
20 hours ago · Franklin Resources Inc. now owns 9,176,877 shares of the semiconductor company's stock valued at $2,169,689,000 after buying an additional 1,189,940 shares during …
marketbeat.com
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Wedmont Private Capital Acquires New Holdings In Upwork
2 weeks from now
20 hours ago · Finally, Citizens Financial Group Inc. RI lifted its position in shares of Upwork by 18.4% in the third quarter. Citizens Financial Group Inc. RI now owns 13,719 shares of the …
marketbeat.com
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