World Equity Group, Inc. Reduced Holdings in Q3 2024

World Equity Group, Inc.

  • $277 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-7.84K
- 20.0%
$395.15 - $467.56 $3.1M - $3.66M
31.3K $13.5B
GOOGL
Alphabet Inc.

Communication Services
-16.4K
- 47.28%
$148.65 - $191.18 $2.44M - $3.14M
18.3K $3.04B
V
Visa Inc.

Financial Services
-10.8K
- 72.54%
$253.74 - $291.56 $2.75M - $3.16M
4.11K $1.13B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-7.4K
- 59.38%
$405.19 - $478.57 $3M - $3.54M
5.06K $2.33B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-11.9K
- 80.67%
$147.95 - $191.05 $1.76M - $2.28M
2.85K $496M
AMZN
Amazon Com Inc

Consumer Cyclical
-9.53K
- 24.24%
$161.02 - $200.0 $1.53M - $1.91M
29.8K $5.55B
CMCSA
Comcast Corp

Communication Services
-45.8K
- 72.71%
$37.33 - $41.78 $1.71M - $1.91M
17.2K $718M
XOM
Exxon Mobil Corp

Energy
-15.5K
- 39.49%
$109.72 - $119.0 $1.7M - $1.84M
23.7K $2.78B
ORCL
Oracle Corp

Technology
-12.8K
- 76.36%
$125.9 - $170.35 $1.62M - $2.19M
3.98K $677M
CRWD
Crowd Strike Holdings, Inc.

Technology
-3.75K
- 61.34%
$217.89 - $392.15 $817K - $1.47M
2.36K $663M
JPM
Jpmorgan Chase & CO

Financial Services
-7.78K
- 53.9%
$194.9 - $224.8 $1.52M - $1.75M
6.66K $1.4B
ELV
Elevance Health, Inc.

Healthcare
-2.49K
- 66.7%
$500.12 - $562.29 $1.24M - $1.4M
1.24K $645M
BAC
Bank Of America Corp

Financial Services
-30.7K
- 34.24%
$36.65 - $44.13 $1.12M - $1.35M
58.9K $2.34B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-2.61K
- 33.61%
$475.2 - $527.7 $1.24M - $1.38M
5.16K $2.72B
META
Meta Platforms, Inc.

Communication Services
-2.37K
- 28.72%
$453.41 - $572.44 $1.08M - $1.36M
5.89K $3.37B
RTX
Raytheon Technologies Corp

Industrials
-8.1K
- 70.79%
$99.55 - $123.34 $807K - $999K
3.34K $405M
ECL
Ecolab Inc.

Basic Materials
-2.81K
- 70.52%
$228.86 - $255.76 $643K - $719K
1.18K $300M
FNDX
Schwab Fundamental U S Large C

ETFs
-10.5K
- 45.02%
$65.36 - $71.76 $689K - $756K
12.9K $924M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-3.15K
- 71.27%
$169.92 - $205.38 $536K - $648K
1.27K $243M
DIS
Walt Disney CO

Communication Services
-5.05K
- 47.22%
$85.6 - $98.61 $432K - $498K
5.65K $543M
DOW
Dow Inc.

Basic Materials
-9.35K
- 70.23%
$50.15 - $55.41 $469K - $518K
3.96K $216M
GOOG
Alphabet Inc.

Communication Services
-1.83K
- 18.08%
$149.54 - $192.66 $274K - $352K
8.29K $1.39B
TECL
Direxion Daily Technology Bull

ETFs
-4.08K
- 51.16%
$61.27 - $112.11 $250K - $457K
3.89K $340M
FTA
First Tr Large Cap Value

ETFs
-6.56K
- 40.04%
$72.76 - $79.13 $477K - $519K
9.82K $777M
TNA
Direxion Daily Small Cap Bull

ETFs
-12.3K
- 60.26%
$34.86 - $49.09 $428K - $603K
8.1K $359M
FTLS
First Tr Long/Short Equity ETF

ETFs
-6.32K
- 4.22%
$60.73 - $63.8 $384K - $403K
143K $9.09B
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-4.44K
- 23.66%
$77.02 - $85.06 $342K - $377K
14.3K $1.21B
AMGN
Amgen Inc

Healthcare
-684
- 45.45%
$309.38 - $337.38 $212K - $231K
821 $265M
MRK
Merck & Co., Inc.

Healthcare
-256
- 2.05%
$111.15 - $128.97 $28.5K - $33K
12.2K $1.39B
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-2.65K
- 16.57%
$59.61 - $60.15 $158K - $159K
13.3K $798M
AOA
Ishares Tr Core Aggressive All

ETFs
-2.39K
- 25.41%
$72.11 - $79.05 $173K - $189K
7.02K $554M
VO
Vanguard Mid Cap ETF

ETFs
-795
- 28.33%
$237.84 - $263.83 $189K - $210K
2.01K $530M
MO
Altria Group, Inc.

Consumer Defensive
-4.94K
- 26.26%
$45.95 - $54.71 $227K - $270K
13.9K $707M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-2.34K
- 24.96%
$75.32 - $84.37 $176K - $197K
7.03K $588M
First Tr Exchng Traded Fd Vi
-10K
- 15.58%
N/A
54.4K $1.16B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-1.3K
- 32.03%
$100.09 - $100.69 $130K - $131K
2.77K $278M
XLE
Energy Sector Spdr

ETFs
-1.25K
- 29.57%
$84.35 - $93.39 $106K - $117K
2.98K $262M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.41K
- 21.98%
$85.48 - $98.39 $120K - $138K
4.99K $482M
PULS
Pgim ETF Tr

ETFs
-2.33K
- 26.96%
$49.47 - $49.8 $115K - $116K
6.32K $315M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-11.7K
- 6.32%
$22.43 - $24.11 $261K - $281K
173K $4.16B
VBK
Vanguard Small Cap Growth ETF

ETFs
-563
- 24.29%
$240.48 - $267.94 $135K - $151K
1.76K $469M
First Tr Exchng Traded Fd Vi
-8.07K
- 7.29%
N/A
103K $2.42B
NFLX
Netflix Inc

Communication Services
-209
- 17.01%
$598.55 - $722.26 $125K - $151K
1.02K $723M
PINS
Pinterest, Inc.

Communication Services
-7
- 0.08%
$28.66 - $43.51 $201 - $305
8.96K $290M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-1.89K
- 19.93%
$50.25 - $50.74 $95.2K - $96.1K
7.61K $386M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-3.26K
- 32.25%
$39.15 - $46.02 $128K - $150K
6.85K $313M
VEA
Vanguard Ftse Developed Market

ETFs
-4.04K
- 9.72%
$47.6 - $53.31 $192K - $215K
37.5K $1.98B
XSEP
Frst Tr Ex Trd Viii Cboe Vest
-1.88K
- 20.09%
N/A
7.47K $286M
PM
Philip Morris International Inc.

Consumer Defensive
-1K
- 35.43%
$101.25 - $127.45 $101K - $128K
1.83K $222M
Activity Summary
Buys All Purchases 150 New Holdings 56 Increased Positions 94 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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