World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

  • $367 Billion
  • Q2 2025

World Equity Group, Inc. has filed its 13F form on July 15, 2025 for Q2 2025 where it was disclosed a total value porftolio of $367 Billion distributed in 317 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr Long/Short Equity ETF with a value of $17.4B, Apple Inc. with a value of $17B, Microsoft Corp with a value of $14.6B, Invesco Qqq Trust, Series 1 with a value of $13.8B, and Meta Platforms, Inc. with a value of $11.8B.

Examining the 13F form we can see an increase of $16.6B in the current position value, from $350B to 367B.

World Equity Group, Inc. is based out at Schaumburg, IL

Below you can find more details about World Equity Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $367 Billion
ETFs: $179 Billion
Technology: $59.4 Billion
Financial Services: $21.7 Billion
Communication Services: $21.4 Billion
Consumer Cyclical: $18.3 Billion
Industrials: $11.4 Billion
Healthcare: $10.7 Billion
Consumer Defensive: $10.3 Billion
Other: $14.8 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$17 Billion 4.65% of portfolio
83,511
Q2 2025 Reduced 24.35%
$3.81T
$14.6 Billion 3.98% of portfolio
29,363
Q2 2025 Reduced 22.94%
$1.62T
$11.8 Billion 3.22% of portfolio
15,994
Q2 2025 Added 123.19%
$431B
$8.93 Billion 2.44% of portfolio
56,522
Q2 2025 Reduced 11.06%
$2.28T
$6.74 Billion 1.84% of portfolio
30,700
Q2 2025 Reduced 3.74%
$302B
$5.41 Billion 1.48% of portfolio
39,705
Q2 2025 Reduced 20.86%
$221B
$3.52 Billion 0.96% of portfolio
12,046
Q2 2025 Added 96.0%
$631B
$3.17 Billion 0.86% of portfolio
6,521
Q2 2025 Added 6.94%
$1.07T
$3.12 Billion 0.85% of portfolio
17,718
Q2 2025 Reduced 13.21%
$258B
$3.05 Billion 0.83% of portfolio
31,180
Q2 2025 Reduced 11.28%
$377B
$2.84 Billion 0.78% of portfolio
60,069
Q2 2025 Added 0.1%
$1.01T
$2.88 Billion 0.78% of portfolio
9,052
Q2 2025 Reduced 5.66%
$7.65B
$2.82 Billion 0.77% of portfolio
2,669
Q2 2025 Reduced 0.89%
$465B
$2.79 Billion 0.76% of portfolio
25,871
Q2 2025 Added 3.27%
$116B
$2.26 Billion 0.62% of portfolio
8,213
Q2 2025 Added 3.91%
$850B
$1.94 Billion 0.53% of portfolio
6,677
Q2 2025 Added 0.92%
$369B
$1.82 Billion 0.5% of portfolio
11,433
Q2 2025 Added 2.07%
$241B
$1.71 Billion 0.47% of portfolio
2,420
Q2 2025 Added 3.86%
$368B
$1.61 Billion 0.44% of portfolio
4,403
Q2 2025 Reduced 24.86%
$572B
$1.6 Billion 0.44% of portfolio
4,505
Q2 2025 Reduced 36.16%
$426B
$1.61 Billion 0.44% of portfolio
10,540
Q2 2025 Reduced 17.57%
$5.08B
$1.56 Billion 0.43% of portfolio
138,300
Q2 2025 Reduced 0.14%
$338B
$1.56 Billion 0.43% of portfolio
8,415
Q2 2025 Reduced 4.0%
$305B
$1.54 Billion 0.42% of portfolio
21,700
Q2 2025 Reduced 0.04%
$152B
$1.53 Billion 0.42% of portfolio
4,276
Q2 2025 Added 4.55%
$253B
$1.41 Billion 0.39% of portfolio
4,800
Q2 2025 Added 0.04%
$221B
$1.43 Billion 0.39% of portfolio
3,690
Q2 2025 Reduced 4.68%
$422B
$1.4 Billion 0.38% of portfolio
1,418
Q2 2025 Reduced 85.26%
$180B
$1.2 Billion 0.33% of portfolio
14,094
Q2 2025 Reduced 19.57%
$296B
$1.21 Billion 0.33% of portfolio
8,475
Q2 2025 Reduced 1.1%
$211B
$1.16 Billion 0.32% of portfolio
8,561
Q2 2025 Added 0.71%
$101B
$1.17 Billion 0.32% of portfolio
2,301
Q2 2025 Reduced 12.14%
$1.27T
$1.1 Billion 0.3% of portfolio
4,862
Q2 2025 Added 44.62%
$125B
$1.09 Billion 0.3% of portfolio
3,541
Q2 2025 Reduced 13.0%
$280B
$1.07 Billion 0.29% of portfolio
15,427
Q2 2025 Added 0.12%
$138B
$1.06 Billion 0.29% of portfolio
43,815
Q2 2025 Reduced 14.05%
$567B
$1.01 Billion 0.28% of portfolio
755
Q2 2025 Added 4.57%
$66B
$1.02 Billion 0.28% of portfolio
3,196
Q2 2025 Reduced 3.36%
$207B
$959 Million 0.26% of portfolio
12,114
Q2 2025 Added 92.44%
$2.02B
$922 Million 0.25% of portfolio
14,252
Q2 2025 Added 51.7%
$724B
$871 Million 0.24% of portfolio
1,117
Q2 2025 Added 0.36%
$86.8B
$832 Million 0.23% of portfolio
5,008
Q2 2025 New
$142B
$845 Million 0.23% of portfolio
4,276
Q2 2025 Reduced 6.92%
$172B
$795 Million 0.22% of portfolio
18,377
Q2 2025 Added 5.68%
$42.7B
$758 Million 0.21% of portfolio
17,451
Q2 2025 Reduced 31.7%
$148B
$758 Million 0.21% of portfolio
10,923
Q2 2025 Reduced 3.56%
$147B
$774 Million 0.21% of portfolio
1,956
Q2 2025 Added 127.71%
$223B
$753 Million 0.21% of portfolio
6,075
Q2 2025 Added 5.18%
-
$752 Million 0.21% of portfolio
-
Q2 2025 Added 132.76%

Summary

  • Portfolio
  • No. of Stocks 317
  • Current Value $367 Billion
  • Prior Value $350 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 15, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 62 stocks
  • Additional Purchases 126 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 125 stocks
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