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
PSIX
Power Solutions International, Inc.

Industrials
-8.4K
- 47.2%
$25.28 - $43.7 $212K - $367K
9.4K $238M
LPLA
Lpl Financial Holdings Inc.

Financial Services
-891
- 51.8%
$308.87 - $383.33 $275K - $342K
829 $271M
V
Visa Inc.

Financial Services
-1.58K
- 18.3%
$306.92 - $362.71 $485K - $573K
7.06K $2.44B
TXN
Texas Instruments Inc

Technology
-1.54K
- 48.0%
N/A
1.66K $316M
BUFQ
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-2.64K
- 2.09%
$29.68 - $32.59 $78.4K - $86.1K
124K $3.69B
IWD
Ishares Russell 1000 Val ETF

ETFs
-1.48K
- 46.9%
$182.82 - $196.21 $271K - $291K
1.68K $316M
FLQM
Franklin Templeton ETF Tr Libe

ETFs
-4.6K
- 29.68%
$51.3 - $56.76 $236K - $261K
10.9K $578M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-3.57K
- 45.42%
$73.78 - $76.59 $264K - $274K
4.29K $329M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.13K
- 45.57%
$112.81 - $126.16 $240K - $269K
2.55K $310M
TT
Trane Technologies PLC

Industrials
-674
- 52.66%
$332.0 - $400.86 $224K - $270K
606 $229M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-4.87K
- 24.53%
$50.39 - $50.66 $246K - $247K
15K $759M
PDI
Pimco Dynamic Income Fund

Financial Services
-14.3K
- 46.35%
$18.51 - $20.05 $264K - $286K
16.5K $327M
SMMT
Summit Therapeutics Inc.

Healthcare
-14.1K
- 48.77%
$16.65 - $23.76 $234K - $334K
14.8K $285M
PECO
Phillips Edison & Company, Inc.

Real Estate
-5.94K
- 50.0%
$34.43 - $37.49 $204K - $223K
5.94K $217M
ELV
Elevance Health, Inc.

Healthcare
-786
- 63.95%
$365.9 - $436.25 $288K - $343K
443 $226M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
-3.4K
- 46.0%
$66.9 - $71.57 $228K - $243K
3.99K $281M
PINS
Pinterest, Inc.

Communication Services
-8.62K
- 50.02%
$29.79 - $40.0 $257K - $345K
8.61K $278M
GCOW
Pacer Fds Tr Global Cash Cows

ETFs
-6.94K
- 50.0%
$33.63 - $37.64 $233K - $261K
6.94K $254M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-2.01K
- 25.16%
$100.32 - $100.76 $202K - $203K
5.98K $602M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-2.84K
- 44.67%
$71.17 - $73.66 $202K - $209K
3.51K $258M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.64K
- 50.0%
$56.51 - $62.98 $206K - $229K
3.64K $221M
SBUX
Starbucks Corp

Consumer Cyclical
-2.29K
- 48.81%
$91.75 - $115.81 $210K - $266K
2.41K $235M
IHDG
Wisdomtree Tr

ETFs
-4.35K
- 43.24%
$43.4 - $47.51 $189K - $207K
5.71K $251M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-3.35K
- 44.43%
$58.01 - $64.46 $194K - $216K
4.19K $260M
PM
Philip Morris International Inc.

Consumer Defensive
-1.96K
- 51.45%
$117.15 - $158.79 $229K - $310K
1.85K $276M
ROP
Roper Technologies Inc

Industrials
-400
- 40.0%
$502.71 - $593.81 $201K - $238K
600 $354M
PEP
Pepsico Inc

Consumer Defensive
-1.23K
- 43.62%
$142.64 - $156.42 $176K - $193K
1.59K $264M
Pimco ETF Tr
-6.11K
- 38.23%
N/A
9.87K $260M
CRM
Salesforce, Inc.

Technology
-233
- 18.29%
$268.36 - $359.95 $62.5K - $83.9K
1.04K $280M
EFG
Msci Eafe Growth ETF

ETFs
-1.66K
- 18.15%
$96.1 - $106.37 $160K - $177K
7.49K $749M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
-8.5K
- 39.17%
$12.94 - $14.29 $110K - $121K
13.2K $173M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-7.25K
- 34.31%
$18.18 - $18.58 $132K - $135K
13.9K $259M
First Tr Exchng Traded Fd Vi
-3.73K
- 6.59%
N/A
52.9K $1.24B
TMO
Thermo Fisher Scientific Inc.

Healthcare
-246
- 26.06%
$497.6 - $606.74 $122K - $149K
698 $384M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
-8.69K
- 36.82%
$12.18 - $12.91 $106K - $112K
14.9K $185M
FTCS
First Trust Capital Strength E

ETFs
-1.22K
- 31.32%
$86.39 - $91.35 $105K - $111K
2.66K $239M
OKTA
Okta, Inc.

Technology
-1.99K
- 47.15%
$78.83 - $116.72 $156K - $232K
2.23K $234M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
-5.08K
- 31.01%
$19.43 - $19.62 $98.7K - $99.7K
11.3K $222M
Volatility Shs Tr
-205
- 1.67%
N/A
12.1K $22.1M
First Tr Exchng Traded Fd Vi
-2.57K
- 15.12%
N/A
14.4K $453M
MBB
Ishares Tr

ETFs
-854
- 16.24%
$90.37 - $94.08 $77.2K - $80.3K
4.4K $413M
Bny Mellon ETF Trust
-666
- 7.56%
N/A
8.14K $252M
FIVG
ETF Ser Solutions Defiance Nex

ETFs
-340
- 3.14%
N/A
10.5K $445M
DDEC
First Tr Ex Tr Fd Viii Ft Cboe

ETFs
-627
- 3.04%
$38.92 - $41.1 $24.4K - $25.8K
20K $782M
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-625
- 3.18%
$41.55 - $43.98 $26K - $27.5K
19K $797M
IBM
International Business Machines Corp

Technology
-743
- 13.41%
$217.4 - $264.74 $162K - $197K
4.8K $1.18B
First Tr Exchng Traded Fd Vi
-1.3K
- 9.34%
N/A
12.6K $378M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-32
- 0.97%
$105.28 - $121.93 $3.37K - $3.9K
3.28K $357M
First Tr Exchng Traded Fd Vi
-730
- 7.64%
N/A
8.83K $265M
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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