World Equity Group, Inc. New Holdings in Q4 2024

World Equity Group, Inc.

  • $466 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
XLY
Select Sector Spdr Consumer Di

ETFs
20.1K
New
$194.8 - $239.43 $3.92M - $4.82M
20.1K $4.52B
VFH
Vanguard Financial ETF

ETFs
34.9K
New
$108.87 - $126.2 $3.8M - $4.4M
34.9K $4.12B
IYF
Ishares Tr

ETFs
36.3K
New
$102.7 - $119.05 $3.72M - $4.32M
36.3K $4.01B
XITK
Spdr Ser Tr Factset Innovative

ETFs
22.7K
New
$151.89 - $190.48 $3.45M - $4.33M
22.7K $3.95B
T Rowe Price ETF Inc
41.1K
New
N/A
41.1K $1.37B
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
13.5K
New
$89.97 - $98.59 $1.22M - $1.34M
13.5K $1.29B
First Tr Exchng Traded Fd Vi
38.7K
New
N/A
38.7K $1.17B
NDAQ
Nasdaq, Inc.

Financial Services
14.2K
New
$70.87 - $83.05 $1.01M - $1.18M
14.2K $1.1B
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
19.2K
New
$53.94 - $58.15 $1.03M - $1.11M
19.2K $1.08B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
13.9K
New
$77.02 - $78.58 $1.07M - $1.09M
13.9K $1.07B
Lam Research Corp
13.8K
New
N/A
13.8K $995M
PH
Parker Hannifin Corp

Industrials
1.5K
New
$621.74 - $709.46 $933K - $1.06M
1.5K $953M
NOW
Service Now, Inc.

Technology
898
New
$867.18 - $1148.42 $779K - $1.03M
898 $952M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
12.7K
New
$69.3 - $74.3 $880K - $944K
12.7K $907M
SPYI
Shp ETF Tr Neos S&P 500 High I
17.3K
New
N/A
17.3K $879M
SLB
Schlumberger Limited

Energy
22.2K
New
$36.83 - $45.59 $818K - $1.01M
22.2K $851M
EMLP
First Tr Exchange Traded Iv

ETFs
21.8K
New
$33.69 - $38.24 $736K - $836K
21.8K $779M
Victory Portfolios Ii
20.8K
New
N/A
20.8K $709M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
15.4K
New
$45.17 - $47.23 $696K - $728K
15.4K $699M
SPYG
Spdr Portfolio

ETFs
7.91K
New
$81.74 - $91.38 $646K - $722K
7.91K $695M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
13.4K
New
$50.62 - $50.97 $677K - $681K
13.4K $678M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
6.71K
New
$91.29 - $91.8 $613K - $616K
6.71K $614M
QRFT
Qraft Ai Enhanced U S Large Ca

ETFs
11.5K
New
$52.72 - $55.6 $608K - $641K
11.5K $612M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
7.86K
New
$74.5 - $78.37 $586K - $616K
7.86K $588M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
2.68K
New
$198.04 - $221.51 $532K - $595K
2.68K $565M
LPLA
Lpl Financial Holdings Inc.

Financial Services
1.72K
New
$229.85 - $335.91 $395K - $578K
1.72K $561M
XLRE
Select Sector Spdr Tr Real Est

ETFs
13.7K
New
$40.06 - $45.21 $549K - $620K
13.7K $557M
Exchange Listed Fds Tr
11.9K
New
N/A
11.9K $538M
PSIX
Power Solutions International, Inc.

Industrials
17.8K
New
$17.3 - $33.35 $308K - $593K
17.8K $529M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
7.4K
New
$68.25 - $75.42 $505K - $558K
7.4K $506M
EPD
Enterprise Products Partners L.P.

Energy
15.7K
New
$28.66 - $34.43 $451K - $542K
15.7K $494M
SRE
Sempra Energy

Utilities
5.32K
New
$80.81 - $94.77 $430K - $504K
5.32K $466M
IHDG
Wisdomtree Tr

ETFs
10.1K
New
$43.38 - $46.0 $436K - $463K
10.1K $437M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.49K
New
$50.07 - $52.35 $425K - $445K
8.49K $436M
CRM
Salesforce, Inc.

Technology
1.27K
New
$270.87 - $367.87 $345K - $469K
1.27K $426M
CB
Chubb LTD

Financial Services
1.54K
New
$271.57 - $301.89 $418K - $465K
1.54K $426M
Pimco ETF Tr
16K
New
N/A
16K $414M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
8.43K
New
$47.71 - $49.76 $402K - $419K
8.43K $413M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.1K
New
$131.66 - $144.0 $409K - $447K
3.1K $410M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
8.89K
New
$44.57 - $46.43 $396K - $413K
8.89K $406M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
8.68K
New
$45.35 - $47.21 $394K - $410K
8.68K $404M
LII
Lennox International Inc

Industrials
654
New
$589.36 - $678.43 $385K - $444K
654 $398M
VBR
Vanguard Small Cap Value ETF

ETFs
2K
New
$197.36 - $217.3 $394K - $434K
2K $396M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
8.28K
New
$46.18 - $48.09 $382K - $398K
8.28K $392M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.19K
New
N/A
4.19K $389M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
21.1K
New
$18.28 - $18.87 $386K - $399K
21.1K $387M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
8.91K
New
$41.96 - $43.69 $374K - $389K
8.91K $385M
SMR
Nuscale Power Corp

Industrials
20.7K
New
$11.69 - $30.21 $242K - $626K
20.7K $371M
PAYX
Paychex Inc

Industrials
2.64K
New
$135.86 - $148.73 $359K - $393K
2.64K $371M
Activity Summary
Buys All Purchases 318 New Holdings 144 Increased Positions 174 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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