World Equity Group, Inc. Reduced Holdings in Q3 2025

World Equity Group, Inc.

  • $441 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
-7.26K
- 45.38%
$695.21 - $791.73 $5.05M - $5.75M
8.74K $6.41B
AFMC
First Tr Exchange Traded Fd Vi

ETFs
-151K
- 92.7%
$31.86 - $34.58 $4.82M - $5.23M
11.9K $408M
MCD
Mcdonalds Corp

Consumer Cyclical
-6.17K
- 51.22%
$291.67 - $316.99 $1.8M - $1.96M
5.88K $1.79B
First Tr Exchng Traded Fd Vi
-20.3K
- 37.04%
N/A
34.5K $1.16B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.13K
- 60.94%
$435.72 - $463.74 $493K - $524K
725 $336M
MAR
Marriott International Inc

Consumer Cyclical
-1.49K
- 51.84%
$255.35 - $282.87 $381K - $422K
1.39K $361M
XLU
Utilities Sector Spdr

ETFs
-5.42K
- 57.02%
$81.14 - $87.32 $440K - $473K
4.09K $356M
MRVL
Marvell Technology, Inc.

Technology
-4.9K
- 57.38%
$62.31 - $84.07 $305K - $412K
3.64K $306M
JNJ
Johnson & Johnson

Healthcare
-3.76K
- 35.64%
$155.17 - $185.42 $583K - $696K
6.78K $1.26B
TPL
Texas Pacific Land Corp

Energy
-21
- 0.79%
$854.83 - $1075.97 $18K - $22.6K
2.65K $2.47B
PFE
Pfizer Inc

Healthcare
-15.1K
- 34.48%
$23.29 - $25.88 $352K - $391K
28.7K $731M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-772
- 49.74%
$332.69 - $399.0 $257K - $308K
780 $259M
T
At&T Inc.

Communication Services
-9.28K
- 36.86%
$26.94 - $29.62 $250K - $275K
15.9K $449M
Listed Fds Tr
-5.1K
- 40.09%
N/A
7.61K $494M
IAU
Ishares Gold Trust

ETFs
-3.99K
- 37.91%
$61.62 - $72.77 $246K - $290K
6.53K $475M
MA
Mastercard Inc

Financial Services
-322
- 46.13%
$550.18 - $598.96 $177K - $193K
376 $214M
KO
Coca Cola CO

Consumer Defensive
-721
- 3.32%
$65.67 - $71.67 $47.3K - $51.7K
21K $1.39B
VZ
Verizon Communications Inc

Communication Services
-3.31K
- 18.02%
$40.84 - $45.06 $135K - $149K
15.1K $662M
SPYI
Shp ETF Tr Neos S&P 500 High I
-2.9K
- 19.38%
N/A
12K $630M
CSCO
Cisco Systems, Inc.

Technology
-1.55K
- 10.05%
$66.2 - $71.79 $103K - $111K
13.9K $949M
IBM
International Business Machines Corp

Technology
-167
- 3.48%
$234.77 - $292.47 $39.2K - $48.8K
4.63K $1.31B
ADP
Automatic Data Processing Inc

Industrials
-183
- 5.17%
$288.69 - $310.94 $52.8K - $56.9K
3.36K $986M
ABT
Abbott Laboratories

Healthcare
-500
- 5.84%
$120.51 - $136.62 $60.3K - $68.3K
8.06K $1.08B
MRK
Merck & Co., Inc.

Healthcare
-1.75K
- 14.46%
$77.6 - $87.37 $136K - $153K
10.4K $876M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-206
- 2.04%
$25.5 - $35.2 $5.25K - $7.25K
9.88K $252M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-3.9K
- 8.12%
$14.49 - $14.86 $56.4K - $57.9K
44.1K $639M
UPS
United Parcel Service Inc

Industrials
-293
- 10.4%
$82.58 - $105.54 $24.2K - $30.9K
2.52K $211M
ALL
Allstate Corp

Financial Services
-453
- 22.29%
$192.0 - $214.65 $87K - $97.2K
1.58K $339M
CRM
Salesforce, Inc.

Technology
-127
- 12.62%
$231.66 - $273.65 $29.4K - $34.8K
879 $208M
NEE
Nextera Energy Inc

Utilities
-1.75K
- 15.99%
$69.77 - $77.54 $122K - $135K
9.18K $693M
NRZ
New Residential Investment Corp.

Real Estate
-6.7K
- 4.84%
N/A
132K $1.5B
DUK
Duke Energy Corp

Utilities
-502
- 15.11%
$116.31 - $125.93 $58.4K - $63.2K
2.82K $349M
SPYG
Spdr Portfolio

ETFs
-1.82K
- 11.01%
$94.33 - $105.31 $172K - $192K
14.7K $1.54B
PINS
Pinterest, Inc.

Communication Services
-166
- 1.9%
$32.17 - $39.17 $5.34K - $6.5K
8.55K $275M
DE
Deere & CO

Industrials
-2
- 0.35%
$457.26 - $524.37 $915 - $1.05K
568 $259M
MBB
Ishares Tr

ETFs
-372
- 7.58%
$92.46 - $95.73 $34.4K - $35.6K
4.54K $432M
CGUS
Capital Group Core Equity ETF
-957
- 12.67%
$36.89 - $39.72 $35.3K - $38K
6.6K $261M
LDUR
Pimco Enhanced Low Duration Ac

ETFs
-187
- 7.22%
$95.22 - $96.21 $17.8K - $18K
2.4K $231M
PECO
Phillips Edison & Company, Inc.

Real Estate
-357
- 5.67%
$33.04 - $36.15 $11.8K - $12.9K
5.94K $204M
Pimco ETF Tr
-621
- 7.42%
N/A
7.74K $208M
VTV
Vanguard Value ETF

ETFs
-485
- 5.93%
$175.51 - $186.57 $85.1K - $90.5K
7.69K $1.43B
ADSK
Autodesk, Inc.

Technology
-46
- 6.57%
N/A
654 $208M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-268
- 3.52%
$45.72 - $47.27 $12.3K - $12.7K
7.35K $345M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-376
- 9.18%
$74.93 - $80.73 $28.2K - $30.4K
3.72K $300M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-276
- 1.61%
$47.83 - $48.77 $13.2K - $13.5K
16.8K $821M
First Tr Exchng Traded Fd Vi
-210
- 1.71%
N/A
12K $366M
First Tr Exchng Traded Fd Vi
-135
- 1.84%
N/A
7.21K $218M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-78
- 1.16%
$78.11 - $79.07 $6.09K - $6.17K
6.65K $524M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-47
- 0.94%
$59.81 - $60.11 $2.81K - $2.83K
4.94K $296M
Activity Summary
Buys All Purchases 234 New Holdings 60 Increased Positions 174 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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