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
$0
$371 Million 0.1% of portfolio
26,750
Q2 2025 Added 102.65%
$0
$372 Million 0.1% of portfolio
43,973
Q2 2025 Added 7.13%
$92.6B
$368 Million 0.1% of portfolio
1,609
Q2 2025 Reduced 53.8%
$1.52B
$374 Million 0.1% of portfolio
9,444
Q2 2025 New
$160B
$312 Million 0.09% of portfolio
1,117
Q2 2025 Added 37.56%
$48B
$333 Million 0.09% of portfolio
10,088
Q2 2025 Reduced 6.89%
$76.7B
$329 Million 0.09% of portfolio
1,220
Q2 2025 Added 0.25%
$9.94B
$339 Million 0.09% of portfolio
6,806
Q2 2025 New
$137B
$330 Million 0.09% of portfolio
4,799
Q2 2025 New
$21.2B
$313 Million 0.09% of portfolio
8,717
Q2 2025 Added 1.2%
$85.4B
$339 Million 0.09% of portfolio
2,544
Q2 2025 New
$15.1B
$297 Million 0.08% of portfolio
5,290
Q1 2025 Reduced 0.02%
$72.6B
$284 Million 0.08% of portfolio
2,816
Q2 2025 Added 0.21%
$5.6B
$310 Million 0.08% of portfolio
14,567
Q2 2025 Reduced 1.39%
$0
$309 Million 0.08% of portfolio
16,800
Q1 2025 Added 32.28%
$46.4B
$290 Million 0.08% of portfolio
502
Q2 2025 Reduced 21.81%
$136B
$303 Million 0.08% of portfolio
1,366
Q2 2025 New
$92.9B
$308 Million 0.08% of portfolio
441
Q2 2025 Reduced 50.45%
$32.7B
$287 Million 0.08% of portfolio
2,235
Q2 2025 New
$1.85B
$302 Million 0.08% of portfolio
20,610
Q2 2025 New
$311B
$239 Million 0.07% of portfolio
2,112
Q2 2025 Added 4.4%
$104B
$253 Million 0.07% of portfolio
579
Q2 2025 Reduced 4.46%
$60.6B
$274 Million 0.07% of portfolio
2,773
Q2 2025 Reduced 65.56%
$106B
$248 Million 0.07% of portfolio
709
Q2 2025 Reduced 34.23%
$194B
$239 Million 0.07% of portfolio
232
Q2 2025 Reduced 30.95%
$260B
$274 Million 0.07% of portfolio
1,006
Q2 2025 Reduced 3.36%
$671B
$259 Million 0.07% of portfolio
1,186
Q2 2025 Reduced 72.41%
$12.9B
$252 Million 0.07% of portfolio
3,443
Q2 2025 New
$119B
$251 Million 0.07% of portfolio
2,882
Q2 2025 New
$1.28B
$271 Million 0.07% of portfolio
4,960
Q1 2025 New
$36.2B
$243 Million 0.07% of portfolio
3,372
Q2 2025 Reduced 72.27%
$4.22B
$260 Million 0.07% of portfolio
644
Q2 2025 New
$93.6B
$203 Million 0.06% of portfolio
9,055
Q2 2025 New
$179B
$204 Million 0.06% of portfolio
2,186
Q2 2025 New
$90.1B
$204 Million 0.06% of portfolio
398
Q2 2025 Reduced 62.66%
$108B
$223 Million 0.06% of portfolio
2,435
Q2 2025 Added 1.21%
$53.1B
$217 Million 0.06% of portfolio
700
Q2 2025 New
$21.7B
$230 Million 0.06% of portfolio
1,495
Q2 2025 Added 0.13%
$226B
$208 Million 0.06% of portfolio
36
Q2 2025 New
$296B
$217 Million 0.06% of portfolio
271
Q2 2025 Reduced 52.46%
$4.09B
$220 Million 0.06% of portfolio
6,293
Q2 2025 Added 6.01%
$99.9B
$238 Million 0.06% of portfolio
863
Q2 2025 Added 0.23%
$44B
$181 Million 0.05% of portfolio
16,699
Q2 2025 Added 10.6%
$0
$193 Million 0.05% of portfolio
16,200
Q2 2025 Added 8.65%
$0
$169 Million 0.05% of portfolio
13,830
Q2 2025 Added 16.91%
$54.1B
$190 Million 0.05% of portfolio
10,464
Q2 2025 New
$0
$159 Million 0.04% of portfolio
10,350
Q2 2025 Reduced 12.66%
$1.04B
$67.9 Million 0.02% of portfolio
10,000
Q2 2025 New
$261M
$9.53 Million 0.0% of portfolio
20,000
Q3 2022 Reduced 25.0%

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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