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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
FTLS First Tr Long/Short Equity ETF ETFs	$0	$17.4 Billion 4.74% of portfolio	261,966	Q2 2025 Added 10.37%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$13.8 Billion 3.76% of portfolio	25,005	Q2 2025 Added 20.52%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$8.31 Billion 2.27% of portfolio	261,244	Q2 2025 Reduced 8.59%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$7.84 Billion 2.14% of portfolio	12,687	Q2 2025 Reduced 2.56%
FDL First Tr Morningstar Dividend ETFs	$0	$6.23 Billion 1.7% of portfolio	148,794	Q2 2025 Added 7.0%
GLD Spdr Gold Trust ETFs	$106B	$5.61 Billion 1.53% of portfolio	18,405	Q2 2025 Added 13.99%
AFMC First Tr Exchange Traded Fd Vi ETFs	$0	$5.24 Billion 1.43% of portfolio	163,088	Q2 2025 Added 506.07%
IVV Ishares Core S&P 500 ETF ETFs	$0	$4.97 Billion 1.36% of portfolio	8,007	Q2 2025 Reduced 27.66%
EFV Msci Eafe Value ETF ETFs	$0	$4.41 Billion 1.2% of portfolio	69,417	Q2 2025 Added 2.77%
BUFG Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$4.33 Billion 1.18% of portfolio	169,675	Q2 2025 Reduced 8.62%
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$3.85 Billion 1.05% of portfolio	115,927	Q2 2025 Reduced 6.26%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$3.83 Billion 1.04% of portfolio	6,741	Q2 2025 Added 22.9%
TQQQ Proshares Ultrapro Qqq ETFs	$0	$3.41 Billion 0.93% of portfolio	41,100	Q2 2025 Reduced 5.73%
VEA Vanguard Ftse Developed Market ETFs	$0	$3.3 Billion 0.9% of portfolio	57,880	Q2 2025 Added 0.92%
FICS First Tr Exchange Traded Fd Vi ETFs	$0	$3 Billion 0.82% of portfolio	76,345	Q2 2025 Added 2.77%
RDVY First Trust Rising Dividend Ac ETFs	$0	$2.91 Billion 0.79% of portfolio	46,420	Q2 2025 Added 8.46%
TDIV First Trust Nasdaq Technology ETFs	$0	$2.28 Billion 0.62% of portfolio	25,296	Q2 2025 Added 7.17%
SECT Sector 10, Inc. ETFs	$0	$2.23 Billion 0.61% of portfolio	38,325	Q2 2025 Reduced 11.48%
VUG Vanguard Growth ETF ETFs	$0	$2.16 Billion 0.59% of portfolio	4,930	Q2 2025 Added 0.28%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$2.07 Billion 0.56% of portfolio	18,900	Q2 2025 Added 0.2%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$1.86 Billion 0.51% of portfolio	16,891	Q2 2025 Reduced 55.28%
XLK Technology Sector Spdr ETFs	$0	$1.88 Billion 0.51% of portfolio	7,436	Q2 2025 Added 7.88%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.76 Billion 0.48% of portfolio	71,761	Q2 2025 Added 76.91%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$1.71 Billion 0.47% of portfolio	64,655	Q2 2025 Added 17.15%
VOT Vanguard Mid Cap Growth Index ETFs	$0	$1.69 Billion 0.46% of portfolio	5,946	Q2 2025 Reduced 43.76%
SPYG Spdr Portfolio ETFs	$0	$1.58 Billion 0.43% of portfolio	16,551	Q2 2025 Reduced 30.03%
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.42 Billion 0.39% of portfolio	7,745	Q2 2025 Reduced 14.21%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.41 Billion 0.39% of portfolio	25,651	Q2 2025 Added 37.18%
VTV Vanguard Value ETF ETFs	$0	$1.44 Billion 0.39% of portfolio	8,173	Q2 2025 Reduced 7.83%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$1.39 Billion 0.38% of portfolio	30,099	Q2 2025 Reduced 18.7%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$1.28 Billion 0.35% of portfolio	25,940	Q2 2025 Reduced 3.04%
VB Vanguard Small Cap ETF ETFs	$0	$1.28 Billion 0.35% of portfolio	5,389	Q2 2025 Added 29.95%
CFO Victory Portfolios Ii Shs Us 5 ETFs	$0	$1.16 Billion 0.32% of portfolio	16,334	Q2 2025 Reduced 1.15%
XLF Financial Sector Spdr ETFs	$0	$1.18 Billion 0.32% of portfolio	22,449	Q2 2025 Reduced 28.79%
DYNF Blackrock ETF Tr U S Equity Fa ETFs	$0	$1.07 Billion 0.29% of portfolio	19,639	Q2 2025 Reduced 23.89%
PFFA Etfis Ser Tr I ETFs	$0	$1.08 Billion 0.29% of portfolio	51,808	Q2 2025 Added 7.7%
EMLP First Tr Exchange Traded Iv ETFs	$0	$985 Million 0.27% of portfolio	26,261	Q2 2025 Added 10.75%
FEMS First Trust Emerging Markets S ETFs	$0	$1 Billion 0.27% of portfolio	24,634	Q2 2025 Added 5.72%
IVE Ishares S&P 500 Value ETF ETFs	$0	$990 Million 0.27% of portfolio	5,062	Q2 2025 Reduced 23.41%
AOA Ishares Tr Core Aggressive All ETFs	$0	$1 Billion 0.27% of portfolio	12,031	Q2 2025 Added 30.26%
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$976 Million 0.27% of portfolio	7,584	Q2 2025 Added 53.71%
FEM First Trust Emerging Markets A ETFs	$0	$992 Million 0.27% of portfolio	40,410	Q2 2025 New
FLQM Franklin Templeton ETF Tr Libe ETFs	$0	$923 Million 0.25% of portfolio	16,988	Q2 2025 Added 55.8%
VTI Vanguard Total Stock Market Et ETFs	$0	$863 Million 0.24% of portfolio	2,839	Q2 2025 Reduced 15.05%
XLI Industrial Sector Spdr ETFs	$0	$895 Million 0.24% of portfolio	6,067	Q2 2025 Reduced 10.26%
BKHY Bny Mellon ETF Tr High Yield B ETFs	$0	$827 Million 0.23% of portfolio	17,125	Q2 2025 Reduced 42.48%
DDEC First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$818 Million 0.22% of portfolio	19,590	Q2 2025 Reduced 2.0%
IWM Ishares Russell 2000 ETF ETFs	$0	$792 Million 0.22% of portfolio	3,669	Q2 2025 Reduced 12.48%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$809 Million 0.22% of portfolio	7,411	Q2 2025 Added 28.06%
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	$0	$818 Million 0.22% of portfolio	1,856	Q2 2025 Added 174.15%

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

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World Equity Group, Inc. Portfolio Holdings