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
$338B
$1.56 Billion 0.43% of portfolio
8,415
Q2 2025 Reduced 4.0%
$305B
$1.54 Billion 0.42% of portfolio
21,700
Q2 2025 Reduced 0.04%
$152B
$1.53 Billion 0.42% of portfolio
4,276
Q2 2025 Added 4.55%
$253B
$1.41 Billion 0.39% of portfolio
4,800
Q2 2025 Added 0.04%
$0
$1.42 Billion 0.39% of portfolio
7,745
Q2 2025 Reduced 14.21%
$0
$1.41 Billion 0.39% of portfolio
25,651
Q2 2025 Added 37.18%
$0
$1.44 Billion 0.39% of portfolio
8,173
Q2 2025 Reduced 7.83%
$221B
$1.43 Billion 0.39% of portfolio
3,690
Q2 2025 Reduced 4.68%
$0
$1.39 Billion 0.38% of portfolio
30,099
Q2 2025 Reduced 18.7%
$422B
$1.4 Billion 0.38% of portfolio
1,418
Q2 2025 Reduced 85.26%
$0
$1.28 Billion 0.35% of portfolio
25,940
Q2 2025 Reduced 3.04%
$0
$1.28 Billion 0.35% of portfolio
5,389
Q2 2025 Added 29.95%
First Tr Exchng Traded Fd Vi
-
$1.23 Billion 0.34% of portfolio
-
Q2 2025 Reduced 6.75%
$180B
$1.2 Billion 0.33% of portfolio
14,094
Q2 2025 Reduced 19.57%
$296B
$1.21 Billion 0.33% of portfolio
8,475
Q2 2025 Reduced 1.1%
$0
$1.16 Billion 0.32% of portfolio
16,334
Q2 2025 Reduced 1.15%
$0
$1.18 Billion 0.32% of portfolio
22,449
Q2 2025 Reduced 28.79%
$101B
$1.17 Billion 0.32% of portfolio
2,301
Q2 2025 Reduced 12.14%
$1.27T
$1.1 Billion 0.3% of portfolio
4,862
Q2 2025 Added 44.62%
$125B
$1.09 Billion 0.3% of portfolio
3,541
Q2 2025 Reduced 13.0%
$280B
$1.07 Billion 0.29% of portfolio
15,427
Q2 2025 Added 0.12%
$0
$1.07 Billion 0.29% of portfolio
19,639
Q2 2025 Reduced 23.89%
$0
$1.08 Billion 0.29% of portfolio
51,808
Q2 2025 Added 7.7%
First Tr Exchng Traded Fd Vi
-
$1.06 Billion 0.29% of portfolio
-
Q2 2025 Reduced 43.61%
$138B
$1.06 Billion 0.29% of portfolio
43,815
Q2 2025 Reduced 14.05%
$567B
$1.01 Billion 0.28% of portfolio
755
Q2 2025 Added 4.57%
$66B
$1.02 Billion 0.28% of portfolio
3,196
Q2 2025 Reduced 3.36%
$0
$985 Million 0.27% of portfolio
26,261
Q2 2025 Added 10.75%
$0
$1 Billion 0.27% of portfolio
24,634
Q2 2025 Added 5.72%
$0
$990 Million 0.27% of portfolio
5,062
Q2 2025 Reduced 23.41%
$0
$1 Billion 0.27% of portfolio
12,031
Q2 2025 Added 30.26%
$0
$976 Million 0.27% of portfolio
7,584
Q2 2025 Added 53.71%
$0
$992 Million 0.27% of portfolio
40,410
Q2 2025 New
$207B
$959 Million 0.26% of portfolio
12,114
Q2 2025 Added 92.44%
$2.02B
$922 Million 0.25% of portfolio
14,252
Q2 2025 Added 51.7%
$0
$923 Million 0.25% of portfolio
16,988
Q2 2025 Added 55.8%
First Tr Exchng Traded Fd Vi
-
$918 Million 0.25% of portfolio
-
Q2 2025 Added 220.16%
$0
$863 Million 0.24% of portfolio
2,839
Q2 2025 Reduced 15.05%
$0
$895 Million 0.24% of portfolio
6,067
Q2 2025 Reduced 10.26%
$724B
$871 Million 0.24% of portfolio
1,117
Q2 2025 Added 0.36%
$0
$827 Million 0.23% of portfolio
17,125
Q2 2025 Reduced 42.48%
$86.8B
$832 Million 0.23% of portfolio
5,008
Q2 2025 New
$142B
$845 Million 0.23% of portfolio
4,276
Q2 2025 Reduced 6.92%
$0
$818 Million 0.22% of portfolio
19,590
Q2 2025 Reduced 2.0%
$0
$792 Million 0.22% of portfolio
3,669
Q2 2025 Reduced 12.48%
$0
$809 Million 0.22% of portfolio
7,411
Q2 2025 Added 28.06%
$0
$818 Million 0.22% of portfolio
1,856
Q2 2025 Added 174.15%
$172B
$795 Million 0.22% of portfolio
18,377
Q2 2025 Added 5.68%
$0
$795 Million 0.22% of portfolio
3,501
Q2 2025 New

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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