World Equity Group, Inc. Portfolio Holdings by Sector

World Equity Group, Inc.

$367 Billion
Q2 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FTLS QQQ BUFR SPY FDL GLD AFMC IVV 133 stocks	$178 Million 51.24% of portfolio	80	53	21	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR CRWD PANW ORCL SNPS 6 stocks	$22.1 Million 6.38% of portfolio	-	6	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG PINS 4 stocks	$17.1 Million 4.92% of portfolio	3	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$17 Million 4.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM AMD MRVL TXN INTC 7 stocks	$14.3 Million 4.11% of portfolio	5	2	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$6.97 Million 2.01% of portfolio	1	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ ABBV PFE MRK LLY AMGN 6 stocks	$6.38 Million 1.84% of portfolio	3	3	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM C 3 stocks	$5.98 Million 1.72% of portfolio	2	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN PSIX GE ITW ROP SMR PNR EMR 9 stocks	$5.2 Million 1.5% of portfolio	7	2	2	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT COST 2 stocks	$4.45 Million 1.28% of portfolio	-	2	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MCN ACV DNP PDI CCD JFR BXMX THQ 11 stocks	$4.18 Million 1.2% of portfolio	8	2	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$4 Million 1.15% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$3.74 Million 1.08% of portfolio	2	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.17 Million 0.91% of portfolio	1	-	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$3.06 Million 0.88% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy TPL 1 stocks	$2.82 Million 0.81% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities NEE EXC ED DUK SO 5 stocks	$2.72 Million 0.78% of portfolio	1	4	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT SYK BSX MDT SENS 5 stocks	$2.61 Million 0.75% of portfolio	4	-	1	-	0 Calls 0 Puts
Software—Application \| Technology COIN SHOP CRM MSTR APP TTD NOW ADSK 9 stocks	$2.58 Million 0.74% of portfolio	3	6	3	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS LPLA 2 stocks	$2.29 Million 0.66% of portfolio	2	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ T CMCSA 3 stocks	$2.19 Million 0.63% of portfolio	3	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG HIMS 2 stocks	$2.16 Million 0.62% of portfolio	2	-	1	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate NRZ BXMT 2 stocks	$2.05 Million 0.59% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$1.99 Million 0.57% of portfolio	1	1	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$1.92 Million 0.55% of portfolio	1	1	1	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO KDP 2 stocks	$1.87 Million 0.54% of portfolio	-	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1.76 Million 0.51% of portfolio	2	-	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$1.72 Million 0.5% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM BBAI 2 stocks	$1.48 Million 0.43% of portfolio	2	-	1	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYR 2 stocks	$1.33 Million 0.38% of portfolio	1	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services NDAQ MSCI CME 3 stocks	$1.13 Million 0.32% of portfolio	1	2	-	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$1.09 Million 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$1.07 Million 0.31% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$1.02 Million 0.29% of portfolio	-	1	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$933,587 0.27% of portfolio	1	1	-	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB ALL 2 stocks	$866,317 0.25% of portfolio	1	1	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR 1 stocks	$844,667 0.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Refining & Marketing \| Energy MPC 1 stocks	$831,736 0.24% of portfolio	1	-	1	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$785,752 0.23% of portfolio	1	-	-	-	0 Calls 0 Puts
Engineering & Construction \| Industrials MTZ 1 stocks	$705,918 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB BKNG 2 stocks	$705,740 0.2% of portfolio	2	-	1	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials JCI TT 2 stocks	$643,260 0.19% of portfolio	1	1	1	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL SCL 2 stocks	$599,436 0.17% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$572,569 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy KMI ET 2 stocks	$542,126 0.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials VRT NVT 2 stocks	$539,199 0.16% of portfolio	2	-	2	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$535,414 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$522,926 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$396,640 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$396,315 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Gaming & Multimedia \| Communication Services RBLX 1 stocks	$393,131 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Shell Companies \| Financial Services ALCC 1 stocks	$389,870 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Gold \| Basic Materials NEM 1 stocks	$387,602 0.11% of portfolio	1	-	1	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS 1 stocks	$376,887 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$368,070 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$350,512 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HDB 1 stocks	$349,919 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CASY 1 stocks	$349,735 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Brewers \| Consumer Defensive BUD 1 stocks	$329,788 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare SMMT 1 stocks	$309,987 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Computer Hardware \| Technology QBTS 1 stocks	$301,731 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$296,574 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$284,248 0.08% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$273,839 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities ATO 1 stocks	$230,310 0.07% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate PECO 1 stocks	$220,444 0.06% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$217,274 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of World Equity Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on World Equity Group, Inc. with notifications on news.

Account

World Equity Group, Inc. Portfolio Holdings by Sector

World Equity Group, Inc.

Track World Equity Group, Inc. Portfolio

Portfolio Update

News