World Equity Group, Inc. Incresed Positions in Q1 2025

World Equity Group, Inc.

  • $350 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
8.42K
+ 697.84%
$890.62 - $1076.86 $7.5M - $9.06M
9.62K $9.1B
AAPL
Apple Inc.

Technology
29.6K
+ 36.69%
$209.68 - $247.1 $6.21M - $7.32M
110K $24.7B
VOT
Vanguard Mid Cap Growth Index

ETFs
8.25K
+ 355.3%
$237.72 - $276.98 $1.96M - $2.29M
10.6K $2.59B
IVW
Ishares S&P 500 Growth ETF

ETFs
21.7K
+ 135.66%
$92.45 - $106.69 $2.01M - $2.32M
37.8K $3.51B
IWY
Ishares Tr Russell 200 Growth

ETFs
7.78K
+ 397.7%
$210.19 - $243.33 $1.63M - $1.89M
9.73K $2.05B
SPYG
Spdr Portfolio

ETFs
15.8K
+ 199.22%
$80.05 - $92.39 $1.26M - $1.46M
23.7K $1.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.59K
+ 35.39%
$442.66 - $534.52 $706K - $852K
6.1K $3.15B
FTLS
First Tr Long/Short Equity ETF

ETFs
20.7K
+ 9.56%
$63.42 - $68.17 $1.31M - $1.41M
237K $15.2B
IVV
Ishares Core S&P 500 ETF

ETFs
1.95K
+ 21.38%
$554.06 - $615.85 $1.08M - $1.2M
11.1K $6.22B
FDL
First Tr Morningstar Dividend

ETFs
8.46K
+ 6.48%
$39.69 - $43.83 $336K - $371K
139K $6.04B
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.2K
+ 94.91%
$74.85 - $84.89 $539K - $612K
14.8K $1.21B
IVE
Ishares S&P 500 Value ETF

ETFs
3.23K
+ 95.47%
$185.78 - $198.58 $600K - $641K
6.61K $1.26B
HD
Home Depot, Inc.

Consumer Cyclical
1.67K
+ 39.72%
$347.25 - $424.87 $579K - $708K
5.86K $2.18B
EXC
Exelon Corp

Utilities
8.3K
+ 48.09%
$37.3 - $46.08 $309K - $382K
25.5K $1.18B
ABT
Abbott Laboratories

Healthcare
3.13K
+ 58.13%
$111.1 - $140.22 $347K - $438K
8.5K $1.1B
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.9K
+ 47.42%
$168.16 - $186.21 $488K - $541K
9.03K $1.55B
QCOM
Qualcomm Inc

Technology
2.75K
+ 118.71%
$151.94 - $175.86 $418K - $484K
5.07K $785M
FICS
First Tr Exchange Traded Fd Vi

ETFs
6.28K
+ 9.23%
$33.49 - $37.82 $210K - $237K
74.3K $2.72B
C
Citigroup Inc

Financial Services
5.54K
+ 46.27%
$67.23 - $84.63 $373K - $469K
17.5K $1.23B
XOM
Exxon Mobil Corp

Energy
507
+ 2.07%
$105.44 - $118.93 $53.5K - $60.3K
25.1K $2.97B
DHR
Danaher Corp

Healthcare
1.87K
+ 68.53%
$201.62 - $250.59 $377K - $468K
4.59K $951M
IAU
Ishares Gold Trust

ETFs
4.4K
+ 91.33%
$49.74 - $58.96 $219K - $259K
9.21K $543M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.15K
+ 38.33%
$48.06 - $53.73 $344K - $384K
25.8K $1.26B
OEF
Ishares S&P 100 ETF

ETFs
1.15K
+ 157.26%
N/A
1.88K $509M
LLY
Eli Lilly & CO

Healthcare
306
+ 37.92%
$725.72 - $929.72 $222K - $284K
1.11K $919M
Exchange Listed Fds Tr
9.31K
+ 78.22%
N/A
21.2K $800M
AJG
Arthur J. Gallagher & Co.

Financial Services
195
+ 6.27%
$275.89 - $345.24 $53.8K - $67.3K
3.31K $1.13B
KO
Coca Cola CO

Consumer Defensive
726
+ 3.46%
$60.81 - $72.32 $44.1K - $52.5K
21.7K $1.56B
IEMG
Ishares Inc

ETFs
4.12K
+ 91.44%
N/A
8.63K $466M
ADBE
Adobe Inc.

Technology
673
+ 96.83%
$377.84 - $464.11 $254K - $312K
1.37K $531M
ETN
Eaton Corp PLC

Industrials
1.4K
+ 51.76%
$271.83 - $371.23 $379K - $518K
4.09K $1.12B
ABNB
Airbnb, Inc.

Consumer Cyclical
1.97K
+ 115.5%
$119.38 - $161.42 $235K - $318K
3.67K $438M
CVX
Chevron Corp

Energy
260
+ 3.13%
$146.71 - $167.97 $38.1K - $43.7K
8.57K $1.4B
QRFT
Qraft Ai Enhanced U S Large Ca

ETFs
4.27K
+ 37.03%
$50.27 - $56.84 $215K - $243K
15.8K $809M
RDVY
First Trust Rising Dividend Ac

ETFs
3.7K
+ 9.47%
$57.22 - $63.39 $212K - $235K
42.8K $2.51B
WM
Waste Management Inc

Industrials
465
+ 15.41%
$200.54 - $233.78 $93.3K - $109K
3.48K $799M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
5.41K
+ 40.4%
$34.83 - $38.02 $188K - $206K
18.8K $668M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
13.5K
+ 11.12%
$32.49 - $37.99 $437K - $511K
135K $4.51B
TMUS
T Mobile Us, Inc.

Communication Services
357
+ 27.0%
$211.3 - $272.83 $75.4K - $97.4K
1.68K $448M
MO
Altria Group, Inc.

Consumer Defensive
995
+ 7.87%
$50.81 - $60.02 $50.6K - $59.7K
13.6K $810M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
3.19K
+ 44.71%
N/A
10.3K $504M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3.92K
+ 15.59%
$17.15 - $21.07 $67.1K - $82.5K
29K $581M
Exchange Listed Fds Tr
5.07K
+ 55.51%
N/A
14.2K $459M
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.39K
+ 56.59%
$85.29 - $92.57 $119K - $129K
3.85K $351M
ADP
Automatic Data Processing Inc

Industrials
329
+ 8.79%
$286.85 - $318.64 $94.4K - $105K
4.07K $1.22B
T
At&T Inc.

Communication Services
3.33K
+ 28.9%
$21.56 - $28.28 $71.8K - $94.2K
14.9K $387M
ALL
Allstate Corp

Financial Services
453
+ 30.22%
$180.99 - $210.18 $82K - $95.2K
1.95K $404M
HCA
Hca Healthcare, Inc.

Healthcare
136
+ 9.7%
$296.7 - $345.55 $40.4K - $47K
1.54K $531M
SNPS
Synopsys Inc

Technology
352
+ 49.3%
$428.58 - $551.54 $151K - $194K
1.07K $457M
Activity Summary
Buys All Purchases 135 New Holdings 38 Increased Positions 97 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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