World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

  • $441 Billion
  • Q3 2025

World Equity Group, Inc. has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $441 Billion distributed in 347 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28B, First Tr Long/Short Equity ETF with a value of $20.1B, Microsoft Corp with a value of $18.3B, Invesco Qqq Trust, Series 1 with a value of $14.8B, and Nvidia Corp with a value of $13.6B.

Examining the 13F form we can see an increase of $74B in the current position value, from $367B to 441B.

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 $441 Billion
ETFs: $204 Billion
Technology: $88.6 Billion
Financial Services: $25.3 Billion
Consumer Cyclical: $20.5 Billion
Communication Services: $18.2 Billion
Consumer Defensive: $17.2 Billion
Industrials: $12.6 Billion
Healthcare: $12.5 Billion
Other: $15.7 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$300B
$954 Million 0.22% of portfolio
2,755
Q3 2025 New
Lam Research Corp
-
$907 Million 0.21% of portfolio
-
Q3 2025 Added 0.45%
$160B
$929 Million 0.21% of portfolio
4,686
Q3 2025 Added 9.59%
$0
$921 Million 0.21% of portfolio
11,760
Q3 2025 Added 17.93%
$0
$870 Million 0.2% of portfolio
2,961
Q3 2025 Added 6.43%
$235B
$876 Million 0.2% of portfolio
10,362
Q3 2025 Reduced 14.46%
$0
$871 Million 0.2% of portfolio
7,228
Q3 2025 Reduced 2.47%
$0
$889 Million 0.2% of portfolio
4,250
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$827 Million 0.19% of portfolio
-
Q3 2025 Reduced 2.84%
$405B
$835 Million 0.19% of portfolio
862
Q3 2025 Added 218.08%
$0
$857 Million 0.19% of portfolio
19,590
Q2 2025 Reduced 2.0%
$0
$821 Million 0.19% of portfolio
16,849
Q3 2025 Reduced 1.61%
$98.6B
$778 Million 0.18% of portfolio
8,204
Q3 2025 Added 103.62%
$45.6B
$785 Million 0.18% of portfolio
17,449
Q3 2025 Reduced 0.01%
$0
$782 Million 0.18% of portfolio
3,051
Q3 2025 Added 5.46%
$0
$811 Million 0.18% of portfolio
21,858
Q3 2025 Added 23.78%
$141B
$731 Million 0.17% of portfolio
28,708
Q3 2025 Reduced 34.48%
$61.4B
$730 Million 0.17% of portfolio
3,584
Q3 2025 Added 48.9%
$136B
$732 Million 0.17% of portfolio
1,979
Q3 2025 Added 1.18%
$0
$735 Million 0.17% of portfolio
15,890
Q3 2025 Added 1.13%
$0
$748 Million 0.17% of portfolio
20,724
Q3 2025 Reduced 1.33%
Blackrock ETF Trust
-
$732 Million 0.17% of portfolio
-
Q3 2025 Added 57.94%
Blackrock ETF Trust
-
$740 Million 0.17% of portfolio
-
Q3 2025 New
$193B
$760 Million 0.17% of portfolio
6,636
Q3 2025 Added 9.23%
Wedbush Ser Tr
-
$689 Million 0.16% of portfolio
-
Q3 2025 New
$0
$688 Million 0.16% of portfolio
4,946
Q3 2025 New
$0
$684 Million 0.16% of portfolio
13,526
Q3 2025 Added 16.01%
$168B
$693 Million 0.16% of portfolio
9,176
Q3 2025 Reduced 15.99%
$21.2B
$706 Million 0.16% of portfolio
4,847
Q3 2025 New
$187B
$719 Million 0.16% of portfolio
4,323
Q3 2025 New
$328B
$689 Million 0.16% of portfolio
2,291
Q3 2025 Added 3.9%
$0
$701 Million 0.16% of portfolio
14,177
Q3 2025 Added 0.8%
$0
$724 Million 0.16% of portfolio
7,757
Q3 2025 Reduced 0.7%
$0
$643 Million 0.15% of portfolio
104,173
Q3 2025 Added 4.95%
$172B
$662 Million 0.15% of portfolio
15,065
Q3 2025 Reduced 18.02%
$0
$665 Million 0.15% of portfolio
2,236
Q3 2025 Reduced 0.13%
$0
$669 Million 0.15% of portfolio
1,428
Q3 2025 Added 1.13%
$0
$644 Million 0.15% of portfolio
26,742
Q3 2025 Added 2.89%
$0
$645 Million 0.15% of portfolio
12,423
Q3 2025 New
$0
$639 Million 0.15% of portfolio
44,088
Q3 2025 Reduced 8.12%
$46.9B
$677 Million 0.15% of portfolio
5,579
Q3 2025 Added 48.46%
$136B
$641 Million 0.15% of portfolio
1,505
Q3 2025 Added 0.67%
$104B
$631 Million 0.14% of portfolio
9,556
Q3 2025 Reduced 0.25%
$0
$615 Million 0.14% of portfolio
11,245
Q3 2025 New
$0
$623 Million 0.14% of portfolio
13,297
Q2 2025 Reduced 30.03%
Talen Energy Corp
-
$632 Million 0.14% of portfolio
-
Q3 2025 Reduced 3.63%
$0
$603 Million 0.14% of portfolio
12,596
Q3 2025 Added 23.93%
$174B
$625 Million 0.14% of portfolio
4,206
Q3 2025 Added 13.68%
$258B
$601 Million 0.14% of portfolio
3,590
Q3 2025 Added 0.25%

Summary

  • Portfolio
  • No. of Stocks 347
  • Current Value $441 Billion
  • Prior Value $367 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 60 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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