World Equity Group, Inc. Reduced Holdings in Q1 2025

World Equity Group, Inc.

  • $350 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-8.6K
- 56.2%
$64.88 - $72.1 $558K - $620K
6.71K $441M
VTI
Vanguard Total Stock Market Et

ETFs
-1.94K
- 36.78%
$271.18 - $303.12 $527K - $589K
3.34K $919M
UNH
Unitedhealth Group Inc

Healthcare
-1.25K
- 60.58%
$461.52 - $548.18 $579K - $687K
816 $438M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-4.51K
- 47.76%
$110.9 - $132.93 $500K - $600K
4.93K $562M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
-16.5K
- 62.67%
$37.11 - $39.53 $612K - $652K
9.82K $393M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.93K
- 51.97%
$247.97 - $296.33 $479K - $572K
1.78K $449M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-9.5K
- 49.59%
$51.45 - $58.51 $489K - $556K
9.66K $500M
NDAQ
Nasdaq, Inc.

Financial Services
-7.31K
- 51.41%
$72.17 - $83.76 $527K - $612K
6.91K $524M
Lam Research Corp
-7.99K
- 57.98%
N/A
5.79K $421M
SPYI
Shp ETF Tr Neos S&P 500 High I
-10.9K
- 62.88%
N/A
6.42K $307M
RH
Rh

Consumer Cyclical
-973
- 50.0%
$216.63 - $454.52 $211K - $442K
973 $228M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-7.22K
- 56.86%
$67.03 - $74.61 $484K - $539K
5.48K $373M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-8.95K
- 65.77%
$59.78 - $60.03 $535K - $537K
4.66K $279M
VZ
Verizon Communications Inc

Communication Services
-15.3K
- 46.72%
$37.81 - $46.49 $577K - $709K
17.4K $787M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-5K
- 36.94%
$91.76 - $103.26 $459K - $517K
8.54K $790M
MRK
Merck & Co., Inc.

Healthcare
-4.75K
- 42.98%
$83.01 - $101.02 $394K - $479K
6.3K $613M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-6.23K
- 44.93%
$76.94 - $78.28 $480K - $488K
7.64K $598M
NEE
Nextera Energy Inc

Utilities
-6.59K
- 36.78%
$66.96 - $76.16 $441K - $502K
11.3K $816M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-1.03K
- 43.21%
$360.07 - $417.26 $369K - $428K
1.35K $487M
FTHY
First Trust High Yield Opportunities 2027 Term Fund

Technology
-31.6K
- 25.86%
$14.31 - $14.8 $452K - $468K
90.6K $1.31B
Victory Portfolios Ii
-13.5K
- 64.87%
N/A
7.31K $251M
Talen Energy Corp
-1.95K
- 59.5%
N/A
1.33K $237M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-5.21K
- 50.48%
$78.0 - $84.37 $406K - $439K
5.11K $411M
MAR
Marriott International Inc

Consumer Cyclical
-1.29K
- 46.64%
$237.01 - $304.45 $306K - $393K
1.48K $352M
SLB
Schlumberger Limited

Energy
-11.8K
- 53.15%
$38.4 - $43.74 $453K - $516K
10.4K $435M
XLE
Energy Sector Spdr

ETFs
-4.98K
- 62.72%
$85.7 - $93.96 $427K - $468K
2.96K $270M
PH
Parker Hannifin Corp

Industrials
-610
- 40.67%
$591.65 - $707.05 $361K - $431K
890 $547M
UNP
Union Pacific Corp

Industrials
-1.84K
- 53.59%
$225.21 - $254.42 $414K - $468K
1.59K $377M
BKHY
Bny Mellon ETF Tr High Yield B

ETFs
-8.37K
- 21.95%
$47.41 - $48.44 $397K - $405K
29.8K $1.42B
MSCI
Msci Inc.

Financial Services
-622
- 49.21%
$541.46 - $628.34 $337K - $391K
642 $363M
PNR
Pentair PLC

Industrials
-3.48K
- 50.01%
$84.0 - $105.35 $292K - $366K
3.47K $304M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
-7.63K
- 57.1%
$50.48 - $51.04 $385K - $390K
5.74K $291M
PANW
Palo Alto Networks Inc

Technology
-1.88K
- 37.32%
$167.82 - $208.28 $315K - $391K
3.15K $547M
XLRE
Select Sector Spdr Tr Real Est

ETFs
-8.66K
- 63.16%
$39.18 - $43.52 $339K - $377K
5.05K $212M
VGT
Vanguard Information Technolog

ETFs
-499
- 53.43%
$542.38 - $646.34 $271K - $323K
435 $236M
SO
Southern CO

Utilities
-4.61K
- 50.86%
$80.96 - $92.96 $373K - $428K
4.45K $404M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-5.09K
- 38.66%
$57.21 - $65.8 $291K - $335K
8.07K $481M
SHOP
Shopify Inc.

Technology
-2.41K
- 26.58%
$90.59 - $129.31 $218K - $312K
6.65K $635M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
-6.31K
- 46.68%
$40.15 - $47.73 $253K - $301K
7.21K $293M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
-5.28K
- 47.31%
$48.37 - $55.84 $255K - $295K
5.88K $291M
UPS
United Parcel Service Inc

Industrials
-2.25K
- 44.49%
$109.66 - $136.26 $247K - $307K
2.81K $331M
RTX
Raytheon Technologies Corp

Industrials
-3.01K
- 44.58%
$114.1 - $135.66 $344K - $409K
3.75K $475M
VXF
Vanguard Extended Market ETF

ETFs
-1.49K
- 53.33%
$170.36 - $201.04 $254K - $300K
1.31K $225M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
-2.81K
- 45.87%
$106.44 - $113.12 $299K - $318K
3.32K $362M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-699
- 50.8%
$408.78 - $448.82 $286K - $314K
677 $284M
DIS
Walt Disney CO

Communication Services
-2K
- 25.74%
$96.87 - $114.0 $194K - $228K
5.78K $566M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-11.1K
- 50.6%
$30.38 - $34.94 $337K - $388K
10.8K $405M
JFR
Nuveen Floating Rate Income Fund

Financial Services
-31.4K
- 43.38%
$8.41 - $9.05 $264K - $285K
41K $348M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-6.76K
- 43.84%
$44.68 - $46.49 $302K - $314K
8.66K $401M
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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