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
$413 Million 0.11% of portfolio
13,806
Q2 2025 Reduced 54.74%
$0
$421 Million 0.11% of portfolio
2,167
Q2 2025 Added 28.99%
$0
$405 Million 0.11% of portfolio
21,648
Q2 2025 Added 55.99%
$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
$0
$374 Million 0.1% of portfolio
564
Q2 2025 Added 29.66%
$278B
$372 Million 0.1% of portfolio
2,042
Q2 2025 Added 10.68%
American Healthcare Reit Inc
-
$354 Million 0.1% of portfolio
-
Q2 2025 New
$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%
First Tr Exchng Traded Fd Vi
-
$371 Million 0.1% of portfolio
-
Q2 2025 Reduced 2.99%
$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%
$0
$370 Million 0.1% of portfolio
3,413
Q2 2025 Added 2.93%
$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%
$0
$371 Million 0.1% of portfolio
26,750
Q2 2025 Added 102.65%
$0
$372 Million 0.1% of portfolio
43,973
Q2 2025 Added 7.13%
$92.6B
$368 Million 0.1% of portfolio
1,609
Q2 2025 Reduced 53.8%
$1.52B
$374 Million 0.1% of portfolio
9,444
Q2 2025 New
$0
$329 Million 0.09% of portfolio
1,336
Q2 2025 Reduced 86.27%
$0
$313 Million 0.09% of portfolio
7,935
Q2 2025 Reduced 7.71%
$160B
$312 Million 0.09% of portfolio
1,117
Q2 2025 Added 37.56%
$0
$346 Million 0.09% of portfolio
3,404
Q2 2025 Added 13.77%
Neos ETF Trust
-
$340 Million 0.09% of portfolio
-
Q2 2025 New
$0
$335 Million 0.09% of portfolio
6,607
Q2 2025 Reduced 55.93%
$48B
$333 Million 0.09% of portfolio
10,088
Q2 2025 Reduced 6.89%
$76.7B
$329 Million 0.09% of portfolio
1,220
Q2 2025 Added 0.25%
$9.94B
$339 Million 0.09% of portfolio
6,806
Q2 2025 New
$137B
$330 Million 0.09% of portfolio
4,799
Q2 2025 New
$0
$312 Million 0.09% of portfolio
3,087
Q2 2025 New
$0
$317 Million 0.09% of portfolio
16,125
Q2 2025 Added 42.66%
$21.2B
$313 Million 0.09% of portfolio
8,717
Q2 2025 Added 1.2%
$85.4B
$339 Million 0.09% of portfolio
2,544
Q2 2025 New
Celestica Inc
-
$347 Million 0.09% of portfolio
-
Q2 2025 New
$15.1B
$297 Million 0.08% of portfolio
5,290
Q1 2025 Reduced 0.02%
$0
$307 Million 0.08% of portfolio
4,097
Q2 2025 Reduced 25.24%
$0
$279 Million 0.08% of portfolio
7,553
Q2 2025 Reduced 13.43%
Ge Vernova Inc
-
$285 Million 0.08% of portfolio
-
Q2 2025 New
$72.6B
$284 Million 0.08% of portfolio
2,816
Q2 2025 Added 0.21%
$0
$275 Million 0.08% of portfolio
5,370
Q2 2025 New
$0
$293 Million 0.08% of portfolio
5,751
Q2 2025 Reduced 2.13%
$0
$294 Million 0.08% of portfolio
3,995
Q2 2025 Added 13.79%
$0
$289 Million 0.08% of portfolio
3,734
Q2 2025 Reduced 13.0%
$5.6B
$310 Million 0.08% of portfolio
14,567
Q2 2025 Reduced 1.39%
$0
$281 Million 0.08% of portfolio
6,494
Q2 2025 Added 12.96%
$0
$286 Million 0.08% of portfolio
6,602
Q2 2025 Reduced 8.42%
$0
$278 Million 0.08% of portfolio
7,023
Q2 2025 Added 20.71%

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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