Titelia

Holdings of WORLD EQUITY GROUP, INC.

291 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 29.1 % of the equity sleeve

Sector breakdown

  • Technology 20.7 %
  • Funds 8.0 %
  • Consumer discretionary 6.0 %
  • Financials 5.6 %
  • Communication 5.2 %
  • Industrials 4.3 %
  • Health care 3.6 %
  • Consumer staples 3.3 %
  • Energy 1.5 %
  • Utilities 0.9 %
  • Materials 0.6 %
  • Real estate 0.2 %
  • Unattributed 40.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.4 %
  • TW 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US290322.8M $99.43 %
2TW11.8M $0.57 %

Positions

RankCompanySharesValueWeight
1Apple Inc 78,61120M $
2Invesco QQQ Trust Series 1 23,89813.8M $
3Microsoft Corp 31,00511.5M $
4NVIDIA Corp 59,35410.4M $
5State Street SPDR S&P 500 ETF Trust 12,0897.9M $
6Amazon.com Inc 36,0027.5M $
7SPDR Gold Shares 13,8776M $
8Broadcom Inc 19,2746M $
9Palantir Technologies Inc 40,6796M $
10Alphabet Inc 20,1735.8M $
11Meta Platforms Inc 9,0925.2M $
12Caterpillar Inc 7,0085M $
13iShares Core S&P 500 ETF 7,5394.9M $
14Vanguard S&P 500 ETF 7,3204.4M $
15Exxon Mobil Corp 25,6274.3M $
16Chevron Corp 20,5364.2M $
17FT Vest Laddered Buffer ETF 124,7324.2M $
18Tesla Inc 11,2264.2M $
19Vanguard FTSE Developed Markets ETF 53,9363.4M $
20Texas Pacific Land Corp 6,8453.2M $
21Coca-Cola Co/The 42,6323.2M $
22Alphabet Inc 11,2533.2M $
23Citigroup Inc 26,7243M $
24Walmart Inc 23,8753M $
25Berkshire Hathaway Inc 6,0932.9M $
26Bank of America Corp 59,8642.9M $
27JPMorgan Chase & Co 9,1162.7M $
28Goldman Sachs Group Inc/The 3,0112.5M $
29Schwab Fundamental U.S. Large Company ETF 84,2882.3M $
30iShares Core S&P Small-Cap ETF 18,5062.3M $
31Cisco Systems, Inc. 28,1962.2M $
32Bluerock Total Incom 125,0082.1M $
33Vanguard Growth ETF 4,3931.9M $
34McDonald's Corp. 6,1061.9M $
35SELECT SECTOR SPDR TRUST (THE) 14,0211.9M $
36Taiwan Semiconductor Manufacturing Co Ltd 5,4401.8M $
37Schwab US Dividend Equity ETF 59,5691.8M $
38Eli Lilly & Co 1,8841.7M $
39AbbVie Inc 7,8791.7M $
40iShares Trust 14,5061.6M $
41BNY Mellon ETF Trust 33,9841.6M $
42Johnson & Johnson 6,4861.6M $
43iShares Trust 33,7731.6M $
44Vanguard Small-Cap ETF 5,6401.5M $
45CME Group Inc 4,9741.5M $
46Pacer Funds Trust 22,8441.4M $
47Vanguard Value ETF 7,1281.4M $
48AST SpaceMobile Inc 16,7701.4M $
49Home Depot Inc/The 4,0121.3M $
50Vanguard International Equity Index Funds 24,5751.3M $
51iShares Trust 6,1231.3M $
52Invesco S&P MidCap Momentum ET 8,8941.3M $
53iShares Trust 17,1351.3M $
54Procter & Gamble Co/The 8,8141.3M $
55Merck & Co Inc 10,2961.2M $
56Lam Research Corp 5,5471.2M $
57BlackRock ETF Trust 20,0191.2M $
58International Business Machines Corp. 4,7661.2M $
59Rithm Capital Corp 121,8001.2M $
60Visa Inc 3,8111.2M $
61State Street Health Care Select Sector SPDR ETF 7,8491.2M $
62TJX Cos Inc/The 7,1411.1M $
63iShares Core MSCI Emerging Markets ETF 15,7811.1M $
64Power Solutions International Inc 17,8081.1M $
65Casey's General Stores Inc 1,4821.1M $
66First Trust WCM International Equity ETF 64,1261.1M $
67BlackRock ETF Trust 28,9481M $
68Select Sector Spdr Trust 21,2351M $
69Advanced Micro Devices Inc 5,1251M $
70Goldman Sachs MarketBeta US Equity ETF 11,5261M $
71Lumentum Holdings Inc 1,421998.6K $
72Blackstone Mortgage Trust Inc 51,448985.2K $
73SPDR Series Trust 12,826981.7K $
74Crowdstrike Holdings Inc 2,509979.5K $
75iShares Core 80/20 Aggressive 10,909965.3K $
76Costco Wholesale Corp 955951.4K $
77Select Sector Spdr Trust 5,647913.3K $
78Vanguard Total Stock Market ETF 2,816903.6K $
79AT&T Inc 31,166903.6K $
80Exelon Corp 18,401902K $
81Voyager Technologies Inc 38,033889.6K $
82Vanguard Mid-Cap ETF 3,091887.7K $
83Danaher Corp 4,484850.3K $
84Swan Hedged Equity US Large Cap ETF 34,297847.1K $
85First Trust Exchange-Traded Fund VIII 19,090845.3K $
86Waste Management Inc 3,673844K $
87iShares Russell 2000 ETF 3,385839.5K $
88Parker-Hannifin Corp 935836.4K $
89NextEra Energy Inc 8,962832.4K $
90DBX ETF Trust 22,823825.3K $
91iShares MSCI USA Momentum Factor ETF 3,354805.2K $
92Fidelity Total Bond ETF 17,434795.3K $
93iShares Bitcoin Trust ETF 20,530788.8K $
94BlackRock ETF Trust 18,934777.4K $
95iShares Trust 3,915751.5K $
96Vanguard Mid-Cap Growth ETF 2,910748.9K $
97Carvana Co 2,362742.6K $
98PIMCO ETF TR 7,693737.1K $
99Netflix Inc 7,628733.4K $
100Abbott Laboratories 7,061725K $