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
$42.7B
$758 Million 0.21% of portfolio
17,451
Q2 2025 Reduced 31.7%
$148B
$758 Million 0.21% of portfolio
10,923
Q2 2025 Reduced 3.56%
First Tr Exchng Traded Fd Vi
-
$784 Million 0.21% of portfolio
-
Q2 2025 New
$0
$776 Million 0.21% of portfolio
9,508
Q2 2025 Added 241.03%
$147B
$774 Million 0.21% of portfolio
1,956
Q2 2025 Added 127.71%
$223B
$753 Million 0.21% of portfolio
6,075
Q2 2025 Added 5.18%
$0
$778 Million 0.21% of portfolio
2,782
Q2 2025 Added 33.3%
$0
$761 Million 0.21% of portfolio
12,669
Q2 2025 Added 46.84%
-
$752 Million 0.21% of portfolio
-
Q2 2025 Added 132.76%
$88.1B
$786 Million 0.21% of portfolio
2,876
Q2 2025 Added 94.59%
First Tr Exchange Traded Fd
-
$761 Million 0.21% of portfolio
-
Q2 2025 New
$0
$719 Million 0.2% of portfolio
15,712
Q2 2025 Reduced 5.34%
$192B
$729 Million 0.2% of portfolio
25,186
Q2 2025 Added 69.53%
$0
$746 Million 0.2% of portfolio
21,004
Q2 2025 Added 11.77%
$0
$745 Million 0.2% of portfolio
15,139
Q2 2025 Added 7.57%
$259B
$751 Million 0.2% of portfolio
5,296
Q2 2025 Reduced 3.25%
$0
$696 Million 0.19% of portfolio
14,065
Q2 2025 Reduced 9.58%
Listed Fds Tr
-
$705 Million 0.19% of portfolio
-
Q2 2025 Added 36.91%
$0
$713 Million 0.19% of portfolio
47,983
Q2 2025 Reduced 47.03%
$0
$698 Million 0.19% of portfolio
7,812
Q2 2025 Reduced 47.19%
$0
$695 Million 0.19% of portfolio
2,893
Q2 2025 Reduced 4.62%
$13.8B
$706 Million 0.19% of portfolio
4,142
Q2 2025 New
$0
$684 Million 0.19% of portfolio
2,246
Q2 2025 Added 19.6%
Lam Research Corp
-
$656 Million 0.18% of portfolio
-
Q2 2025 Added 16.41%
$61.4B
$661 Million 0.18% of portfolio
8,534
Q2 2025 New
$53.4B
$656 Million 0.18% of portfolio
10,519
Q2 2025 Added 14.25%
$0
$652 Million 0.18% of portfolio
17,659
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
$620 Million 0.17% of portfolio
2,239
Q2 2025 Added 25.5%
$0
$638 Million 0.17% of portfolio
12,723
Q2 2025 New
$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%
$0
$585 Million 0.16% of portfolio
5,219
Q2 2025 Reduced 30.32%
$0
$600 Million 0.16% of portfolio
1,412
Q2 2025 Added 4.83%
$0
$594 Million 0.16% of portfolio
13,297
Q2 2025 Reduced 30.03%
$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%
$0
$560 Million 0.15% of portfolio
11,659
Q2 2025 New
$0
$556 Million 0.15% of portfolio
12,428
Q2 2025 New
$0
$557 Million 0.15% of portfolio
11,943
Q2 2025 Added 4.14%
$95.7B
$535 Million 0.15% of portfolio
7,939
Q2 2025 Reduced 15.79%
$0
$547 Million 0.15% of portfolio
13,790
Q2 2025 Added 20.68%
-
$532 Million 0.15% of portfolio
-
Q2 2025 Reduced 48.36%
$0
$554 Million 0.15% of portfolio
10,498
Q2 2025 Added 0.21%
Ishares Bitcoin Trust ETF
-
$536 Million 0.15% of portfolio
-
Q2 2025 Reduced 1.18%

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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