World Equity Group, Inc. Purchases in Q1 2025

World Equity Group, Inc.

  • $350 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
8.42K
+ 697.84%
$890.62 - $1076.86 $7.5M - $9.06M
9.62K $9.1B
AAPL
Apple Inc.

Technology
29.6K
+ 36.69%
$209.68 - $247.1 $6.21M - $7.32M
110K $24.7B
VOT
Vanguard Mid Cap Growth Index

ETFs
8.25K
+ 355.3%
$237.72 - $276.98 $1.96M - $2.29M
10.6K $2.59B
IVW
Ishares S&P 500 Growth ETF

ETFs
21.7K
+ 135.66%
$92.45 - $106.69 $2.01M - $2.32M
37.8K $3.51B
IWY
Ishares Tr Russell 200 Growth

ETFs
7.78K
+ 397.7%
$210.19 - $243.33 $1.63M - $1.89M
9.73K $2.05B
First Tr Exchng Traded Fd Vi
53.1K
New
N/A
53.1K $1.47B
SPYG
Spdr Portfolio

ETFs
15.8K
+ 199.22%
$80.05 - $92.39 $1.26M - $1.46M
23.7K $1.9B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.59K
+ 35.39%
$442.66 - $534.52 $706K - $852K
6.1K $3.15B
FTLS
First Tr Long/Short Equity ETF

ETFs
20.7K
+ 9.56%
$63.42 - $68.17 $1.31M - $1.41M
237K $15.2B
IVV
Ishares Core S&P 500 ETF

ETFs
1.95K
+ 21.38%
$554.06 - $615.85 $1.08M - $1.2M
11.1K $6.22B
FBND
Fidelity Merrimack Str Tr Tota

ETFs
16.6K
New
$44.41 - $45.98 $737K - $763K
16.6K $758M
LQD
Ishares Iboxx $ Investment Gra

ETFs
6.64K
New
$105.1 - $109.61 $698K - $728K
6.64K $723M
Vanguard Instl Index Fd
9.31K
New
N/A
9.31K $702M
BDX
Becton Dickinson & CO

Healthcare
2.95K
New
$222.79 - $249.08 $658K - $736K
2.95K $685M
ACN
Accenture PLC

Technology
2.19K
New
$300.91 - $398.25 $658K - $871K
2.19K $682M
EFV
Msci Eafe Value ETF

ETFs
4.57K
+ 7.26%
$51.88 - $60.73 $237K - $278K
67.5K $3.98B
EFA
Ishares Tr Msci Eafe ETF

ETFs
7.2K
+ 94.91%
$74.85 - $84.89 $539K - $612K
14.8K $1.21B
IJS
Ishares S&P Smallcap 600 Value

ETFs
6.38K
New
$96.3 - $112.23 $614K - $715K
6.38K $621M
IVE
Ishares S&P 500 Value ETF

ETFs
3.23K
+ 95.47%
$185.78 - $198.58 $600K - $641K
6.61K $1.26B
HD
Home Depot, Inc.

Consumer Cyclical
1.67K
+ 39.72%
$347.25 - $424.87 $579K - $708K
5.86K $2.18B
DJUN
First Tr Ex Trd Viii Cboe Vest

Technology
12.6K
New
$41.51 - $44.56 $523K - $561K
12.6K $529M
APH
Amphenol Corp

Technology
8.05K
New
$61.62 - $78.55 $496K - $632K
8.05K $528M
EXC
Exelon Corp

Utilities
8.3K
+ 48.09%
$37.3 - $46.08 $309K - $382K
25.5K $1.18B
FDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
11.5K
New
$42.86 - $45.92 $492K - $527K
11.5K $498M
FJAN
First Exc Trd Viii Cboe Vest U
11.2K
New
N/A
11.2K $496M
ABT
Abbott Laboratories

Healthcare
3.13K
+ 58.13%
$111.1 - $140.22 $347K - $438K
8.5K $1.1B
ARCC
Ares Capital Corp

Financial Services
21.8K
New
$21.28 - $23.81 $465K - $520K
21.8K $463M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.9K
+ 47.42%
$168.16 - $186.21 $488K - $541K
9.03K $1.55B
QCOM
Qualcomm Inc

Technology
2.75K
+ 118.71%
$151.94 - $175.86 $418K - $484K
5.07K $785M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
11.4K
New
$34.25 - $37.6 $391K - $430K
11.4K $420M
FICS
First Tr Exchange Traded Fd Vi

ETFs
6.28K
+ 9.23%
$33.49 - $37.82 $210K - $237K
74.3K $2.72B
FYC
First Trust Small Cap Growth A

ETFs
5.93K
New
$68.13 - $80.57 $404K - $477K
5.93K $412M
C
Citigroup Inc

Financial Services
5.54K
+ 46.27%
$67.23 - $84.63 $373K - $469K
17.5K $1.23B
ASML
Asml Holding Nv

Technology
570
New
$662.63 - $776.99 $378K - $443K
570 $386M
IMTM
Ishares Msci Intl Momentum Fac

ETFs
8.78K
New
$37.06 - $41.11 $325K - $361K
8.78K $351M
APD
Air Products & Chemicals, Inc.

Basic Materials
1.18K
New
$283.24 - $338.07 $333K - $397K
1.18K $347M
IYR
Ishares Tr

ETFs
3.58K
New
$89.49 - $98.98 $320K - $354K
3.58K $343M
BSX
Boston Scientific Corp

Healthcare
3.4K
New
$89.38 - $106.18 $304K - $361K
3.4K $343M
SLV
I Shares Silver Trust

ETFs
10.9K
New
$26.93 - $31.32 $294K - $342K
10.9K $339M
WELL
Welltower Inc.

Real Estate
2.18K
New
$124.05 - $156.86 $271K - $342K
2.18K $334M
XOM
Exxon Mobil Corp

Energy
507
+ 2.07%
$105.44 - $118.93 $53.5K - $60.3K
25.1K $2.97B
DHR
Danaher Corp

Healthcare
1.87K
+ 68.53%
$201.62 - $250.59 $377K - $468K
4.59K $951M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
2.58K
New
$121.0 - $142.28 $313K - $368K
2.58K $322M
PDP
Invesco Exchange Traded Fd Tr

ETFs
3.2K
New
$96.95 - $116.13 $310K - $371K
3.2K $320M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
6.24K
New
$50.24 - $50.57 $313K - $315K
6.24K $315M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.99K
New
$97.25 - $104.79 $291K - $314K
2.99K $310M
IAU
Ishares Gold Trust

ETFs
4.4K
+ 91.33%
$49.74 - $58.96 $219K - $259K
9.21K $543M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.15K
+ 38.33%
$48.06 - $53.73 $344K - $384K
25.8K $1.26B
OEF
Ishares S&P 100 ETF

ETFs
1.15K
+ 157.26%
N/A
1.88K $509M
Activity Summary
Buys All Purchases 135 New Holdings 38 Increased Positions 97 Sells All Sells 163 Reductions 163 Sold out 0 Options Calls 0 Puts 0
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