World Equity Group, Inc. Incresed Positions in Q2 2025

World Equity Group, Inc.

  • $367 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
8.83K
+ 123.19%
$484.66 - $738.09 $4.28M - $6.52M
16K $11.8B
AFMC
First Tr Exchange Traded Fd Vi

ETFs
136K
+ 506.07%
$26.97 - $32.13 $3.67M - $4.38M
163K $5.24B
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.26K
+ 20.52%
$416.06 - $551.64 $1.77M - $2.35M
25K $13.8B
FTLS
First Tr Long/Short Equity ETF

ETFs
24.6K
+ 10.37%
$60.06 - $66.28 $1.48M - $1.63M
262K $17.4B
MCD
Mcdonalds Corp

Consumer Cyclical
5.9K
+ 96.0%
$285.55 - $321.23 $1.68M - $1.9M
12K $3.52B
GLD
Spdr Gold Trust

ETFs
2.26K
+ 13.99%
$273.71 - $316.29 $618K - $714K
18.4K $5.61B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.26K
+ 22.9%
$456.74 - $568.03 $574K - $713K
6.74K $3.83B
AVGO
Broadcom Inc.

Technology
309
+ 3.91%
$146.29 - $275.65 $45.2K - $85.2K
8.21K $2.26B
FNDX
Schwab Fundamental U S Large C

ETFs
31.2K
+ 76.91%
$20.84 - $24.54 $650K - $766K
71.8K $1.76B
PSIX
Power Solutions International, Inc.

Industrials
4.86K
+ 51.7%
$18.7 - $68.01 $90.8K - $330K
14.3K $922M
XLU
Utilities Sector Spdr

ETFs
6.72K
+ 241.03%
$73.09 - $82.77 $491K - $556K
9.51K $776M
TDIV
First Trust Nasdaq Technology

ETFs
1.69K
+ 7.17%
$64.41 - $90.17 $109K - $153K
25.3K $2.28B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.5K
+ 44.62%
$141.37 - $228.57 $212K - $343K
4.86K $1.1B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.18K
+ 174.15%
$376.48 - $440.65 $444K - $520K
1.86K $818M
XLK
Technology Sector Spdr

ETFs
543
+ 7.88%
$179.73 - $253.23 $97.6K - $138K
7.44K $1.88B
SYK
Stryker Corp

Healthcare
1.1K
+ 127.71%
$337.37 - $395.63 $370K - $434K
1.96K $774M
SPYI
Shp ETF Tr Neos S&P 500 High I
8.52K
+ 132.76%
N/A
14.9K $752M
GS
Goldman Sachs Group Inc

Financial Services
90
+ 3.86%
$462.22 - $707.75 $41.6K - $63.7K
2.42K $1.71B
MAR
Marriott International Inc

Consumer Cyclical
1.4K
+ 94.59%
$211.12 - $274.14 $295K - $383K
2.88K $786M
EFV
Msci Eafe Value ETF

ETFs
1.87K
+ 2.77%
$52.4 - $64.65 $97.9K - $121K
69.4K $4.41B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
2.65K
+ 53.71%
$101.93 - $128.63 $270K - $341K
7.58K $976M
ETN
Eaton Corp PLC

Industrials
186
+ 4.55%
$246.52 - $356.99 $45.9K - $66.4K
4.28K $1.53B
NFLX
Netflix Inc

Communication Services
33
+ 4.57%
$855.86 - $1339.13 $28.2K - $44.2K
755 $1.01B
RDVY
First Trust Rising Dividend Ac

ETFs
3.62K
+ 8.46%
$51.6 - $62.74 $187K - $227K
46.4K $2.91B
VEA
Vanguard Ftse Developed Market

ETFs
527
+ 0.92%
$45.65 - $57.01 $24.1K - $30K
57.9K $3.3B
BAC
Bank Of America Corp

Financial Services
59
+ 0.1%
$34.39 - $47.46 $2.03K - $2.8K
60.1K $2.84B
GOOG
Alphabet Inc.

Communication Services
1.26K
+ 13.63%
$146.58 - $180.01 $184K - $226K
10.5K $1.86B
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
6.95K
+ 37.18%
$47.46 - $55.3 $330K - $384K
25.7K $1.41B
VB
Vanguard Small Cap ETF

ETFs
1.24K
+ 29.95%
$193.73 - $237.37 $241K - $295K
5.39K $1.28B
MRK
Merck & Co., Inc.

Healthcare
5.82K
+ 92.44%
$73.47 - $87.12 $428K - $507K
12.1K $959M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
6.08K
+ 55.8%
$46.92 - $55.01 $285K - $335K
17K $923M
T
At&T Inc.

Communication Services
10.3K
+ 69.53%
$26.33 - $28.94 $272K - $299K
25.2K $729M
VUG
Vanguard Growth ETF

ETFs
14
+ 0.28%
$329.49 - $438.4 $4.61K - $6.14K
4.93K $2.16B
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.92%
$210.28 - $289.91 $12.8K - $17.7K
6.68K $1.94B
LPLA
Lpl Financial Holdings Inc.

Financial Services
723
+ 87.21%
$283.31 - $388.96 $205K - $281K
1.55K $582M
AOA
Ishares Tr Core Aggressive All

ETFs
2.8K
+ 30.26%
$69.46 - $83.4 $194K - $233K
12K $1B
IEMG
Ishares Inc

ETFs
4.04K
+ 46.84%
N/A
12.7K $761M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
3.27K
+ 48.7%
$58.41 - $72.69 $191K - $237K
9.97K $725M
FICS
First Tr Exchange Traded Fd Vi

ETFs
2.06K
+ 2.77%
$33.47 - $40.22 $68.9K - $82.8K
76.3K $3B
Listed Fds Tr
3.43K
+ 36.91%
N/A
12.7K $705M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.62K
+ 28.06%
$82.51 - $109.2 $134K - $177K
7.41K $809M
VO
Vanguard Mid Cap ETF

ETFs
695
+ 33.3%
$228.54 - $279.83 $159K - $194K
2.78K $778M
IBM
International Business Machines Corp

Technology
2
+ 0.04%
$221.03 - $294.78 $442 - $590
4.8K $1.41B
Lam Research Corp
950
+ 16.41%
N/A
6.74K $656M
First Tr Exchng Traded Fd Vi
1.67K
+ 3.15%
N/A
54.7K $1.69B
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
6.95K
+ 36.5%
$17.41 - $22.89 $121K - $159K
26K $595M
Talen Energy Corp
212
+ 15.94%
N/A
1.54K $448M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
13.6K
+ 102.65%
$11.71 - $13.88 $159K - $188K
26.8K $371M
FDL
First Tr Morningstar Dividend

ETFs
9.73K
+ 7.0%
$38.19 - $43.19 $372K - $420K
149K $6.23B
Activity Summary
Buys All Purchases 188 New Holdings 62 Increased Positions 126 Sells All Sells 125 Reductions 125 Sold out 0 Options Calls 0 Puts 0
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