World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

  • $367 Billion
  • Q2 2025

World Equity Group, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $367 Billion distributed in 317 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Long/Short Equity ETF with a value of $17.4B, Apple Inc. with a value of $17B, Microsoft Corp with a value of $14.6B, Invesco Qqq Trust, Series 1 with a value of $13.8B, and Meta Platforms, Inc. with a value of $11.8B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $350B to 367B.

World Equity Group, Inc. is based out at Schaumburg, IL

Below you can find more details about World Equity Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $367 Billion
ETFs: $179 Billion
Technology: $59.4 Billion
Financial Services: $21.7 Billion
Communication Services: $21.4 Billion
Consumer Cyclical: $18.3 Billion
Industrials: $11.4 Billion
Healthcare: $10.7 Billion
Consumer Defensive: $10.3 Billion
Other: $14.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$88.1B
$786 Million 0.21% of portfolio
2,876
Q2 2025 Added 94.59%
$192B
$729 Million 0.2% of portfolio
25,186
Q2 2025 Added 69.53%
$259B
$751 Million 0.2% of portfolio
5,296
Q2 2025 Reduced 3.25%
$0
$713 Million 0.19% of portfolio
47,983
Q2 2025 Reduced 47.03%
$13.8B
$706 Million 0.19% of portfolio
4,142
Q2 2025 New
$61.4B
$661 Million 0.18% of portfolio
8,534
Q2 2025 New
$153B
$666 Million 0.18% of portfolio
18,662
Q2 2025 Added 6.14%
$0
$620 Million 0.17% of portfolio
99,263
Q2 2025 Added 8.39%
$0
$595 Million 0.16% of portfolio
25,992
Q2 2025 Added 36.5%
$104B
$573 Million 0.16% of portfolio
1,495
Q2 2025 Reduced 2.8%
-
$574 Million 0.16% of portfolio
-
Q2 2025 Added 5.99%
$44.2B
$600 Million 0.16% of portfolio
6,709
Q2 2025 Reduced 2.89%
$30.2B
$582 Million 0.16% of portfolio
1,552
Q2 2025 Added 87.21%
$284B
$568 Million 0.15% of portfolio
2,205
Q2 2025 Added 5.86%
-
$550 Million 0.15% of portfolio
-
Q2 2025 Added 3.25%
$95.7B
$535 Million 0.15% of portfolio
7,939
Q2 2025 Reduced 15.79%
$104B
$562 Million 0.15% of portfolio
9,580
Q2 2025 Reduced 29.73%
$223B
$523 Million 0.14% of portfolio
3,581
Q2 2025 Reduced 4.38%
$55.6B
$497 Million 0.14% of portfolio
3,758
Q2 2025 Added 2.4%
$0
$494 Million 0.13% of portfolio
50,426
Q2 2025 Reduced 12.74%
$58.2B
$468 Million 0.13% of portfolio
1,335
Q2 2025 Reduced 0.74%
$3.33B
$489 Million 0.13% of portfolio
25,416
Q2 2025 Reduced 12.45%
$58.7B
$493 Million 0.13% of portfolio
2,407
Q2 2025 Reduced 23.66%
$35.7B
$443 Million 0.12% of portfolio
4,415
Q2 2025 New
$151B
$427 Million 0.12% of portfolio
3,700
Q2 2025 Reduced 44.39%
$114B
$457 Million 0.12% of portfolio
1,578
Q2 2025 Reduced 0.82%
$0
$456 Million 0.12% of portfolio
24,041
Q2 2025 Added 45.56%
$0
$445 Million 0.12% of portfolio
22,086
Q2 2025 Added 14.83%
$46B
$388 Million 0.11% of portfolio
6,653
Q2 2025 New
$73B
$396 Million 0.11% of portfolio
2,578
Q2 2025 Added 18.09%
$0
$390 Million 0.11% of portfolio
6,963
Q2 2025 New
$66.6B
$393 Million 0.11% of portfolio
3,737
Q2 2025 New
$57.9B
$397 Million 0.11% of portfolio
700
Q2 2025 Added 16.67%
$52.2B
$409 Million 0.11% of portfolio
2,032
Q2 2025 Added 4.1%
$142B
$397 Million 0.11% of portfolio
3,212
Q2 2025 Added 26.21%
$150B
$415 Million 0.11% of portfolio
3,861
Q2 2025 Added 13.69%
$90.4B
$392 Million 0.11% of portfolio
3,323
Q2 2025 Reduced 13.03%
$530B
$392 Million 0.11% of portfolio
698
Q2 2025 New
$75B
$390 Million 0.11% of portfolio
3,691
Q2 2025 New
$79.2B
$408 Million 0.11% of portfolio
1,649
Q2 2025 Added 5.03%
$141B
$350 Million 0.1% of portfolio
4,564
Q2 2025 New
$278B
$372 Million 0.1% of portfolio
2,042
Q2 2025 Added 10.68%
$19.2B
$350 Million 0.1% of portfolio
685
Q2 2025 Reduced 5.52%
$37.4B
$377 Million 0.1% of portfolio
8,662
Q2 2025 Added 2.24%
$61.8B
$352 Million 0.1% of portfolio
11,987
Q2 2025 New
$102B
$370 Million 0.1% of portfolio
4,029
Q2 2025 Reduced 9.44%
$177B
$379 Million 0.1% of portfolio
1,824
Q2 2025 Added 9.62%
$140B
$351 Million 0.1% of portfolio
1,523
Q2 2025 Reduced 4.33%
$17.6B
$354 Million 0.1% of portfolio
3,448
Q2 2025 Reduced 0.75%

Summary

  • Portfolio
  • No. of Stocks 317
  • Current Value $367 Billion
  • Prior Value $350 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 62 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
Track This Portfolio

Track World Equity Group, Inc. Portfolio

Follow World Equity Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email