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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.7B
$329 Million 0.09% of portfolio
1,220
Q2 2025 Added 0.25%
$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%
$46.4B
$290 Million 0.08% of portfolio
502
Q2 2025 Reduced 21.81%
$151B
$290 Million 0.08% of portfolio
570
Q2 2025 Added 3.26%
$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
$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%
$12.9B
$252 Million 0.07% of portfolio
3,443
Q2 2025 New
$36.2B
$243 Million 0.07% of portfolio
3,372
Q2 2025 Reduced 72.27%
$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%
$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%
$54.1B
$190 Million 0.05% of portfolio
10,464
Q2 2025 New

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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