World Equity Group, Inc. Reduced Holdings in Q3 2024

World Equity Group, Inc.

  • $277 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UPS
United Parcel Service Inc

Industrials
-461
- 14.61%
$123.32 - $147.38 $56.9K - $67.9K
2.7K $368M
BNDX
Vanguard Total International B

ETFs
-1.39K
- 18.93%
$48.42 - $50.35 $67.1K - $69.7K
5.93K $298M
ETN
Eaton Corp PLC

Industrials
-324
- 11.04%
$272.52 - $333.02 $88.3K - $108K
2.61K $865M
SBUX
Starbucks Corp

Consumer Cyclical
-1.27K
- 35.74%
$72.51 - $98.6 $92.2K - $125K
2.29K $223M
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-2.78K
- 6.71%
$26.36 - $28.69 $73.3K - $79.8K
38.7K $1.11B
LLY
Eli Lilly & CO

Healthcare
-36
- 4.55%
$772.14 - $960.02 $27.8K - $34.6K
756 $670M
F
Ford Motor CO

Consumer Cyclical
-534
- 3.63%
$9.71 - $14.55 $5.19K - $7.77K
14.2K $150M
ADSK
Autodesk, Inc.

Technology
-216
- 22.04%
$245.83 - $245.83 $53.1K - $53.1K
764 $210M
First Tr Exchng Traded Fd Vi
-843
- 4.12%
N/A
19.6K $596M
NVT
N Vent Electric PLC

Industrials
-2
- 0.06%
$60.72 - $81.19 $121 - $162
3.47K $244M
DE
Deere & CO

Industrials
-103
- 16.67%
$344.84 - $418.0 $35.5K - $43.1K
515 $215M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-898
- 4.17%
$37.64 - $39.51 $33.8K - $35.5K
20.6K $814M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-393
- 8.19%
$46.88 - $48.92 $18.4K - $19.2K
4.41K $215M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-271
- 7.75%
$71.45 - $75.64 $19.4K - $20.5K
3.23K $242M
ROP
Roper Technologies Inc

Industrials
-3
- 0.6%
$515.25 - $576.55 $1.55K - $1.73K
500 $278M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-308
- 8.63%
$106.85 - $117.19 $32.9K - $36.1K
3.26K $382M
PANW
Palo Alto Networks Inc

Technology
-25
- 2.0%
$294.18 - $368.01 $7.35K - $9.2K
1.23K $420M
IVV
Ishares Core S&P 500 ETF

ETFs
-407
- 5.16%
$520.18 - $576.82 $212K - $235K
7.49K $4.32B
MAR
Marriott International Inc

Consumer Cyclical
-49
- 3.33%
$211.35 - $255.11 $10.4K - $12.5K
1.42K $354M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-294
- 7.47%
$58.03 - $65.37 $17.1K - $19.2K
3.64K $236M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-54
- 7.23%
$386.81 - $423.12 $20.9K - $22.8K
693 $293M
T
At&T Inc.

Communication Services
-1.38K
- 11.79%
$18.21 - $22.28 $25.2K - $30.8K
10.4K $228M
VZ
Verizon Communications Inc

Communication Services
-1.44K
- 7.71%
$38.89 - $45.0 $55.9K - $64.7K
17.2K $772M
DUK
Duke Energy Corp

Utilities
-504
- 12.06%
$99.35 - $117.71 $50.1K - $59.3K
3.68K $424M
CARR
Carrier Global Corp

Industrials
-902
- 17.44%
$61.9 - $80.88 $55.8K - $73K
4.27K $344M
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-16
- 0.76%
$110.06 - $128.44 $1.76K - $2.06K
2.1K $267M
NRZ
New Residential Investment Corp.

Real Estate
-4.5K
- 2.66%
N/A
165K $1.87B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-6
- 1.28%
$531.86 - $624.21 $3.19K - $3.75K
463 $287M
TTD
Trade Desk, Inc.

Technology
-13
- 0.42%
$83.08 - $110.79 $1.08K - $1.44K
3.08K $338M
CSCO
Cisco Systems, Inc.

Technology
-1.03K
- 6.42%
$44.74 - $53.22 $45.9K - $54.6K
15K $796M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-715
- 3.92%
$41.9 - $48.26 $30K - $34.5K
17.5K $839M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-33
- 0.3%
$31.95 - $38.02 $1.05K - $1.25K
10.8K $406M
GE
General Electric CO

Industrials
-80
- 3.91%
$156.66 - $189.66 $12.5K - $15.2K
1.97K $371M
KO
Coca Cola CO

Consumer Defensive
-1.88K
- 8.28%
$62.69 - $73.01 $118K - $137K
20.8K $1.49B
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-2.21K
- 1.7%
$14.2 - $15.12 $31.3K - $33.4K
128K $1.93B
NEE
Nextera Energy Inc

Utilities
-598
- 6.27%
$69.9 - $84.97 $41.8K - $50.8K
8.93K $755M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-226
- 0.98%
$50.64 - $55.7 $11.4K - $12.6K
22.9K $1.27B
ABBV
Abb Vie Inc.

Healthcare
-396
- 4.89%
$163.84 - $199.33 $64.9K - $78.9K
7.7K $1.52B
JNJ
Johnson & Johnson

Healthcare
-33
- 0.26%
$145.48 - $167.38 $4.8K - $5.52K
12.5K $2.02B
CAT
Caterpillar Inc

Industrials
-122
- 2.88%
$316.8 - $391.12 $38.6K - $47.7K
4.12K $1.61B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-655
- 0.25%
$28.1 - $29.89 $18.4K - $19.6K
262K $7.83B
MCD
Mcdonalds Corp

Consumer Cyclical
-216
- 3.51%
$245.82 - $304.51 $53.1K - $65.8K
5.93K $1.81B
TPL
Texas Pacific Land Corp

Energy
-127
- 4.4%
$724.86 - $952.13 $92.1K - $121K
2.76K $2.44B
WMT
Walmart Inc.

Consumer Defensive
-720
- 2.02%
$66.91 - $81.4 $48.2K - $58.6K
34.9K $2.82B
AAPL
Apple Inc.

Technology
-3.4K
- 3.89%
$207.23 - $234.82 $704K - $797K
83.9K $19.5B
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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