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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.4 Billion 4.74% of portfolio
261,966
Q2 2025 Added 10.37%
$3.38T
$17 Billion 4.65% of portfolio
83,511
Q2 2025 Reduced 24.35%
$3.81T
$14.6 Billion 3.98% of portfolio
29,363
Q2 2025 Reduced 22.94%
$0
$13.8 Billion 3.76% of portfolio
25,005
Q2 2025 Added 20.52%
$1.62T
$11.8 Billion 3.22% of portfolio
15,994
Q2 2025 Added 123.19%
$431B
$8.93 Billion 2.44% of portfolio
56,522
Q2 2025 Reduced 11.06%
$0
$8.31 Billion 2.27% of portfolio
261,244
Q2 2025 Reduced 8.59%
$0
$7.84 Billion 2.14% of portfolio
12,687
Q2 2025 Reduced 2.56%
$2.28T
$6.74 Billion 1.84% of portfolio
30,700
Q2 2025 Reduced 3.74%
$0
$6.23 Billion 1.7% of portfolio
148,794
Q2 2025 Added 7.0%
$106B
$5.61 Billion 1.53% of portfolio
18,405
Q2 2025 Added 13.99%
$302B
$5.41 Billion 1.48% of portfolio
39,705
Q2 2025 Reduced 20.86%
$0
$5.24 Billion 1.43% of portfolio
163,088
Q2 2025 Added 506.07%
$0
$4.97 Billion 1.36% of portfolio
8,007
Q2 2025 Reduced 27.66%
$0
$4.41 Billion 1.2% of portfolio
69,417
Q2 2025 Added 2.77%
$0
$4.33 Billion 1.18% of portfolio
169,675
Q2 2025 Reduced 8.62%
$0
$3.83 Billion 1.04% of portfolio
6,741
Q2 2025 Added 22.9%
$221B
$3.52 Billion 0.96% of portfolio
12,046
Q2 2025 Added 96.0%
$0
$3.41 Billion 0.93% of portfolio
41,100
Q2 2025 Reduced 5.73%
$0
$3.3 Billion 0.9% of portfolio
57,880
Q2 2025 Added 0.92%
$631B
$3.17 Billion 0.86% of portfolio
6,521
Q2 2025 Added 6.94%
$1.07T
$3.12 Billion 0.85% of portfolio
17,718
Q2 2025 Reduced 13.21%
$258B
$3.05 Billion 0.83% of portfolio
31,180
Q2 2025 Reduced 11.28%
$0
$3 Billion 0.82% of portfolio
76,345
Q2 2025 Added 2.77%
$0
$2.91 Billion 0.79% of portfolio
46,420
Q2 2025 Added 8.46%
$377B
$2.84 Billion 0.78% of portfolio
60,069
Q2 2025 Added 0.1%
$1.01T
$2.88 Billion 0.78% of portfolio
9,052
Q2 2025 Reduced 5.66%
$7.65B
$2.82 Billion 0.77% of portfolio
2,669
Q2 2025 Reduced 0.89%
$465B
$2.79 Billion 0.76% of portfolio
25,871
Q2 2025 Added 3.27%
$116B
$2.26 Billion 0.62% of portfolio
8,213
Q2 2025 Added 3.91%
$0
$2.28 Billion 0.62% of portfolio
25,296
Q2 2025 Added 7.17%
$0
$2.23 Billion 0.61% of portfolio
38,325
Q2 2025 Reduced 11.48%
$0
$2.16 Billion 0.59% of portfolio
4,930
Q2 2025 Added 0.28%
$0
$2.07 Billion 0.56% of portfolio
18,900
Q2 2025 Added 0.2%
$850B
$1.94 Billion 0.53% of portfolio
6,677
Q2 2025 Added 0.92%
$0
$1.86 Billion 0.51% of portfolio
16,891
Q2 2025 Reduced 55.28%
$1.12T
$1.86 Billion 0.51% of portfolio
10,469
Q2 2025 Added 13.63%
$0
$1.88 Billion 0.51% of portfolio
7,436
Q2 2025 Added 7.88%
$369B
$1.82 Billion 0.5% of portfolio
11,433
Q2 2025 Added 2.07%
$0
$1.76 Billion 0.48% of portfolio
71,761
Q2 2025 Added 76.91%
$0
$1.71 Billion 0.47% of portfolio
64,655
Q2 2025 Added 17.15%
$241B
$1.71 Billion 0.47% of portfolio
2,420
Q2 2025 Added 3.86%
First Tr Exchng Traded Fd Vi
-
$1.69 Billion 0.46% of portfolio
-
Q2 2025 Added 3.15%
$0
$1.69 Billion 0.46% of portfolio
5,946
Q2 2025 Reduced 43.76%
$368B
$1.61 Billion 0.44% of portfolio
4,403
Q2 2025 Reduced 24.86%
$572B
$1.6 Billion 0.44% of portfolio
4,505
Q2 2025 Reduced 36.16%
$426B
$1.61 Billion 0.44% of portfolio
10,540
Q2 2025 Reduced 17.57%
$5.08B
$1.56 Billion 0.43% of portfolio
138,300
Q2 2025 Reduced 0.14%
$0
$1.58 Billion 0.43% of portfolio
16,551
Q2 2025 Reduced 30.03%

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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