World Equity Group, Inc. Purchases in Q4 2024

World Equity Group, Inc.

  • $466 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
UNH
Unitedhealth Group Inc

Healthcare
1.08K
+ 108.46%
$485.52 - $625.25 $523K - $673K
2.07K $1.05B
SRE
Sempra Energy

Utilities
5.32K
New
$80.81 - $94.77 $430K - $504K
5.32K $466M
PFE
Pfizer Inc

Healthcare
23.7K
+ 35.98%
$24.8 - $30.19 $588K - $716K
89.7K $2.37B
IHDG
Wisdomtree Tr

ETFs
10.1K
New
$43.38 - $46.0 $436K - $463K
10.1K $437M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
8.49K
New
$50.07 - $52.35 $425K - $445K
8.49K $436M
Listed Fd Tr
7.24K
+ 143.98%
N/A
12.3K $668M
CRM
Salesforce, Inc.

Technology
1.27K
New
$270.87 - $367.87 $345K - $469K
1.27K $426M
CB
Chubb LTD

Financial Services
1.54K
New
$271.57 - $301.89 $418K - $465K
1.54K $426M
Talen Energy Corp
1.95K
+ 146.92%
N/A
3.28K $662M
RH
Rh

Consumer Cyclical
923
+ 90.22%
$311.9 - $446.04 $288K - $412K
1.95K $766M
MAR
Marriott International Inc

Consumer Cyclical
1.35K
+ 94.52%
$246.06 - $292.59 $331K - $394K
2.77K $773M
QUAL
Ishares Msci Usa Quality Facto

ETFs
2.37K
+ 62.92%
$176.42 - $186.91 $417K - $442K
6.12K $1.09B
Pimco ETF Tr
16K
New
N/A
16K $414M
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
8.43K
New
$47.71 - $49.76 $402K - $419K
8.43K $413M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.66K
+ 69.67%
$49.03 - $53.35 $376K - $409K
18.7K $956M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.1K
New
$131.66 - $144.0 $409K - $447K
3.1K $410M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.21K
+ 101.96%
$80.93 - $85.66 $421K - $446K
10.3K $835M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
8.89K
New
$44.57 - $46.43 $396K - $413K
8.89K $406M
FAUG
First Tr ETF Viii Cboe Vest Us

ETFs
8.68K
New
$45.35 - $47.21 $394K - $410K
8.68K $404M
TTD
Trade Desk, Inc.

Technology
3.21K
+ 104.29%
$108.7 - $139.51 $349K - $448K
6.29K $739M
MSCI
Msci Inc.

Financial Services
651
+ 106.2%
$569.09 - $635.99 $370K - $414K
1.26K $758M
LII
Lennox International Inc

Industrials
654
New
$589.36 - $678.43 $385K - $444K
654 $398M
VBR
Vanguard Small Cap Value ETF

ETFs
2K
New
$197.36 - $217.3 $394K - $434K
2K $396M
FMAY
First Tr Exch Tr Fd Viii Cboe

Technology
8.28K
New
$46.18 - $48.09 $382K - $398K
8.28K $392M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.19K
New
N/A
4.19K $389M
VOT
Vanguard Mid Cap Growth Index

ETFs
1.5K
+ 181.8%
$241.48 - $274.89 $362K - $412K
2.32K $589M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
21.1K
New
$18.28 - $18.87 $386K - $399K
21.1K $387M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
8.91K
New
$41.96 - $43.69 $374K - $389K
8.91K $385M
IYW
Ishares Dj Us Tech ETF

ETFs
2.04K
+ 29.98%
$148.14 - $166.23 $302K - $339K
8.84K $1.41B
RTX
Raytheon Technologies Corp

Industrials
3.42K
+ 102.15%
$114.45 - $127.21 $391K - $434K
6.76K $782M
SMR
Nuscale Power Corp

Industrials
20.7K
New
$11.69 - $30.21 $242K - $626K
20.7K $371M
PAYX
Paychex Inc

Industrials
2.64K
New
$135.86 - $148.73 $359K - $393K
2.64K $371M
EFG
Msci Eafe Growth ETF

ETFs
4.34K
+ 90.01%
$96.83 - $106.88 $420K - $463K
9.15K $886M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
6.7K
+ 150.55%
$51.33 - $58.78 $344K - $394K
11.2K $602M
IBKR
Interactive Brokers Group, Inc.

Financial Services
2.07K
New
$138.3 - $192.95 $287K - $400K
2.07K $366M
MA
Mastercard Inc

Financial Services
688
New
$491.3 - $536.15 $338K - $369K
688 $362M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
7.19K
New
$50.02 - $51.24 $360K - $369K
7.19K $361M
PNR
Pentair PLC

Industrials
3.48K
+ 100.06%
$95.0 - $109.21 $330K - $380K
6.95K $699M
QCOM
Qualcomm Inc

Technology
2.32K
New
$150.4 - $178.04 $349K - $413K
2.32K $356M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
7.14K
New
N/A
7.14K $355M
LONZ
Pimco ETF Tr Sr Ln Active Exch

ETFs
6.95K
New
$50.81 - $51.59 $353K - $359K
6.95K $355M
JFR
Nuveen Floating Rate Income Fund

Financial Services
39.4K
+ 119.37%
$8.74 - $9.22 $345K - $364K
72.5K $647M
WSO
Watsco Inc

Industrials
738
New
$466.57 - $568.78 $344K - $420K
738 $350M
SNPS
Synopsys Inc

Technology
714
New
$485.36 - $588.0 $347K - $420K
714 $347M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
6.96K
New
$48.43 - $52.86 $337K - $368K
6.96K $346M
ZTS
Zoetis Inc.

Healthcare
2.1K
New
$162.24 - $194.42 $341K - $408K
2.1K $342M
FTCS
First Trust Capital Strength E

ETFs
3.88K
New
$87.62 - $94.03 $340K - $365K
3.88K $341M
ITW
Illinois Tool Works Inc

Industrials
1.34K
New
$253.56 - $278.5 $340K - $374K
1.34K $340M
SO
Southern CO

Utilities
4.56K
+ 101.29%
$81.5 - $94.15 $371K - $429K
9.05K $746M
Activity Summary
Buys All Purchases 318 New Holdings 144 Increased Positions 174 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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