World Equity Group, Inc. Incresed Positions in Q3 2024

World Equity Group, Inc.

  • $277 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AJG
Arthur J. Gallagher & Co.

Financial Services
115
+ 4.02%
$259.22 - $299.75 $29.8K - $34.5K
2.98K $837M
DNP
Dnp Select Income Fund Inc

Financial Services
220
+ 0.43%
$8.21 - $10.03 $1.81K - $2.21K
50.9K $511M
Ishares Bitcoin Trust ETF
2.15K
+ 31.28%
N/A
9.03K $326M
MBB
Ishares Tr

ETFs
813
+ 26.5%
$90.85 - $96.66 $73.9K - $78.6K
3.88K $372M
VTI
Vanguard Total Stock Market Et

ETFs
175
+ 7.01%
$255.18 - $283.2 $44.7K - $49.6K
2.67K $757M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
1.27K
+ 13.05%
$44.24 - $49.47 $56.1K - $62.8K
11K $544M
IFRA
Ishares Tr

ETFs
347
+ 2.49%
$41.55 - $46.97 $14.4K - $16.3K
14.3K $671M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
534
+ 21.16%
$102.5 - $112.27 $54.7K - $60K
3.06K $343M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
441
+ 10.88%
$110.22 - $120.89 $48.6K - $53.3K
4.49K $541M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
542
+ 4.11%
$53.41 - $57.9 $28.9K - $31.4K
13.7K $794M
VUG
Vanguard Growth ETF

ETFs
144
+ 8.39%
$341.08 - $391.94 $49.1K - $56.4K
1.86K $715M
XLU
Utilities Sector Spdr

ETFs
316
+ 9.14%
$67.67 - $80.78 $21.4K - $25.5K
3.77K $305M
MSCI
Msci Inc.

Financial Services
13
+ 2.17%
$479.31 - $584.91 $6.23K - $7.6K
613 $357M
FNF
Fidelity National Financial, Inc.

Financial Services
17
+ 0.33%
$48.08 - $62.04 $817 - $1.05K
5.12K $318M
IWD
Ishares Russell 1000 Val ETF

ETFs
197
+ 14.22%
$173.36 - $189.8 $34.2K - $37.4K
1.58K $300M
SO
Southern CO

Utilities
17
+ 0.38%
$77.0 - $90.52 $1.31K - $1.54K
4.5K $406M
ABT
Abbott Laboratories

Healthcare
54
+ 1.08%
$100.07 - $118.13 $5.4K - $6.38K
5.06K $577M
HSY
Hershey CO

Consumer Defensive
145
+ 4.19%
$182.45 - $203.25 $26.5K - $29.5K
3.6K $691M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
316
+ 4.07%
$57.32 - $62.65 $18.1K - $19.8K
8.08K $504M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
180
+ 0.67%
$17.09 - $20.23 $3.08K - $3.64K
27K $513M
KMI
Kinder Morgan, Inc.

Energy
69
+ 0.35%
$19.72 - $22.22 $1.36K - $1.53K
19.6K $434M
UNP
Union Pacific Corp

Industrials
29
+ 1.57%
$221.78 - $256.09 $6.43K - $7.43K
1.88K $462M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
576
+ 9.05%
$33.88 - $36.77 $19.5K - $21.2K
6.94K $253M
DDWM
Wisdomtree Tr Currency Hedged

ETFs
708
+ 10.66%
$32.7 - $36.14 $23.2K - $25.6K
7.35K $264M
EFG
Msci Eafe Growth ETF

ETFs
73
+ 1.54%
$96.84 - $108.77 $7.07K - $7.94K
4.82K $519M
CGUS
Capital Group Core Equity ETF
530
+ 7.79%
$31.19 - $34.33 $16.5K - $18.2K
7.33K $251M
FEMS
First Trust Emerging Markets S

ETFs
458
+ 2.51%
$37.85 - $42.19 $17.3K - $19.3K
18.7K $768M
SYK
Stryker Corp

Healthcare
5
+ 0.5%
$315.94 - $371.96 $1.58K - $1.86K
1.02K $367M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
120
+ 1.12%
$37.19 - $44.15 $4.46K - $5.3K
10.8K $469M
TXN
Texas Instruments Inc

Technology
15
+ 0.97%
$194.6 - $194.6 $2.92K - $2.92K
1.56K $321M
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
291
+ 2.21%
$31.4 - $36.67 $9.14K - $10.7K
13.5K $482M
C
Citigroup Inc

Financial Services
387
+ 3.45%
$56.11 - $67.61 $21.7K - $26.2K
11.6K $726M
DFHY
Donoghue Forlines Tactical Hig

ETFs
7
+ 0.07%
$20.78 - $21.88 $145 - $153
10.5K $226M
WM
Waste Management Inc

Industrials
50
+ 3.81%
$196.96 - $223.45 $9.85K - $11.2K
1.36K $283M
CASY
Caseys General Stores Inc

Consumer Cyclical
11
+ 1.65%
$354.52 - $391.16 $3.9K - $4.3K
679 $255M
COIN
Coinbase Global, Inc.

Technology
285
+ 22.35%
$147.09 - $265.15 $41.9K - $75.6K
1.56K $278M
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
962
+ 3.78%
$24.59 - $27.83 $23.7K - $26.8K
26.4K $685M
ADBE
Adobe Inc.

Technology
20
+ 2.83%
$508.13 - $586.55 $10.2K - $11.7K
726 $376M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
835
+ 0.92%
$7.07 - $7.41 $5.9K - $6.19K
91.6K $652M
ASML
Asml Holding Nv

Technology
13
+ 4.59%
$749.82 - $1098.95 $9.75K - $14.3K
296 $247M
AVGO
Broadcom Inc.

Technology
5.24K
+ 787.39%
$136.27 - $1745.86 $715K - $9.16M
5.91K $1.02B
CVX
Chevron Corp

Energy
50
+ 0.65%
$137.88 - $161.97 $6.89K - $8.1K
7.78K $1.15B
LRCX
Lam Research Corp

Technology
30
+ 4.65%
$731.56 - $1127.3 $21.9K - $33.8K
675 $551M
Activity Summary
Buys All Purchases 150 New Holdings 56 Increased Positions 94 Sells All Sells 96 Reductions 96 Sold out 0 Options Calls 0 Puts 0
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