World Equity Group, Inc. Incresed Positions in Q4 2024

World Equity Group, Inc.

  • $466 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
12.3K
+ 160.99%
$50.37 - $50.6 $617K - $620K
19.9K $1B
SHOP
Shopify Inc.

Technology
4.68K
+ 106.71%
$78.14 - $119.49 $366K - $559K
9.06K $964M
XLU
Utilities Sector Spdr

ETFs
8.33K
+ 220.81%
$74.89 - $82.93 $624K - $691K
12.1K $916M
LVS
Las Vegas Sands Corp

Consumer Cyclical
11.6K
+ 82.87%
$47.96 - $55.17 $556K - $640K
25.6K $1.31B
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
16.5K
+ 167.89%
$37.83 - $40.57 $624K - $669K
26.3K $997M
VBK
Vanguard Small Cap Growth ETF

ETFs
1.96K
+ 111.62%
$264.18 - $304.19 $518K - $596K
3.71K $1.04B
VO
Vanguard Mid Cap ETF

ETFs
2.15K
+ 106.66%
$261.5 - $284.63 $561K - $611K
4.16K $1.1B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
13.4K
+ 5.12%
$29.73 - $30.81 $399K - $413K
275K $8.39B
AFLG
First Tr Exchange Traded Fd Vi
15.5K
+ 143.99%
N/A
26.3K $907M
VZ
Verizon Communications Inc

Communication Services
15.4K
+ 89.87%
$39.6 - $45.21 $612K - $698K
32.6K $1.31B
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
5.23K
+ 189.19%
$100.22 - $100.73 $524K - $527K
8K $802M
AFSM
First Tr Exchange Traded Fd Vi

ETFs
16.8K
+ 177.7%
$30.04 - $33.26 $504K - $558K
26.2K $789M
PANW
Palo Alto Networks Inc

Technology
3.8K
+ 309.61%
$181.96 - $405.9 $692K - $1.54M
5.03K $915M
Northern Lts Fd Tr Iii
23.8K
+ 40.44%
N/A
82.8K $1.8B
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.14K
+ 91.91%
$370.24 - $418.94 $421K - $476K
2.37K $953M
AVGO
Broadcom Inc.

Technology
587
+ 9.93%
$159.67 - $250.0 $93.7K - $147K
6.5K $1.51B
AFMC
First Tr Exchange Traded Fd Vi

ETFs
15.6K
+ 183.34%
$31.57 - $34.79 $491K - $542K
24.1K $760M
UNH
Unitedhealth Group Inc

Healthcare
1.08K
+ 108.46%
$485.52 - $625.25 $523K - $673K
2.07K $1.05B
PFE
Pfizer Inc

Healthcare
23.7K
+ 35.98%
$24.8 - $30.19 $588K - $716K
89.7K $2.37B
Listed Fd Tr
7.24K
+ 143.98%
N/A
12.3K $668M
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
XLE
Energy Sector Spdr

ETFs
4.96K
+ 166.29%
$83.32 - $97.27 $413K - $483K
7.95K $681M
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
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.66K
+ 69.67%
$49.03 - $53.35 $376K - $409K
18.7K $956M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
5.21K
+ 101.96%
$80.93 - $85.66 $421K - $446K
10.3K $835M
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
VOT
Vanguard Mid Cap Growth Index

ETFs
1.5K
+ 181.8%
$241.48 - $274.89 $362K - $412K
2.32K $589M
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
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
PNR
Pentair PLC

Industrials
3.48K
+ 100.06%
$95.0 - $109.21 $330K - $380K
6.95K $699M
JFR
Nuveen Floating Rate Income Fund

Financial Services
39.4K
+ 119.37%
$8.74 - $9.22 $345K - $364K
72.5K $647M
SO
Southern CO

Utilities
4.56K
+ 101.29%
$81.5 - $94.15 $371K - $429K
9.05K $746M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.49K
+ 18.43%
$94.43 - $105.47 $236K - $263K
16K $1.63B
PDI
Pimco Dynamic Income Fund

Financial Services
19K
+ 161.62%
$18.33 - $20.85 $349K - $396K
30.8K $565M
WM
Waste Management Inc

Industrials
1.66K
+ 121.42%
$201.79 - $228.46 $334K - $378K
3.02K $609M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
3.07K
+ 100.33%
$108.28 - $117.54 $332K - $361K
6.13K $667M
DIS
Walt Disney CO

Communication Services
2.13K
+ 37.74%
$92.39 - $117.6 $197K - $251K
7.78K $866M
TJX
Tjx Companies Inc

Consumer Cyclical
2.59K
+ 124.38%
$112.15 - $127.2 $291K - $330K
4.68K $565M
UNP
Union Pacific Corp

Industrials
1.55K
+ 82.84%
$223.15 - $249.32 $347K - $387K
3.43K $782M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.08K
+ 62.86%
$61.68 - $67.87 $313K - $345K
13.2K $820M
ABBV
Abb Vie Inc.

Healthcare
2.63K
+ 34.09%
$164.99 - $203.87 $433K - $535K
10.3K $1.84B
VGT
Vanguard Information Technolog

ETFs
477
+ 104.38%
$571.78 - $647.97 $273K - $309K
934 $581M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
6.67K
+ 97.43%
$44.2 - $49.46 $295K - $330K
13.5K $619M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
9.69K
+ 5.61%
$23.92 - $24.89 $232K - $241K
182K $4.47B
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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