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
$102B
$598 Million 0.14% of portfolio
4,177
Q3 2025 New
Neos ETF Trust
-
$609 Million 0.14% of portfolio
-
Q3 2025 Added 34.6%
-
$630 Million 0.14% of portfolio
-
Q3 2025 Reduced 19.38%
Exchange Listed Fds Tr
-
$609 Million 0.14% of portfolio
-
Q3 2025 Added 10.98%
$69.1B
$559 Million 0.13% of portfolio
6,631
Q3 2025 Reduced 0.33%
$0
$588 Million 0.13% of portfolio
11,940
Q3 2025 Reduced 0.03%
Celestica Inc
-
$558 Million 0.13% of portfolio
-
Q3 2025 Added 1.71%
-
$584 Million 0.13% of portfolio
-
Q3 2025 Reduced 3.21%
-
$568 Million 0.13% of portfolio
-
Q3 2025 Reduced 1.93%
$0
$563 Million 0.13% of portfolio
6,201
Q3 2025 Reduced 2.42%
$18.6B
$592 Million 0.13% of portfolio
12,069
Q3 2025 Added 257.92%
$170B
$580 Million 0.13% of portfolio
4,010
Q3 2025 Added 24.84%
$0
$565 Million 0.13% of portfolio
5,486
Q3 2025 Added 61.16%
-
$592 Million 0.13% of portfolio
-
Q3 2025 Added 4.21%
Wisdomtree Tr
-
$523 Million 0.12% of portfolio
-
Q3 2025 New
$0
$548 Million 0.12% of portfolio
4,910
Q3 2025 Reduced 29.48%
$0
$541 Million 0.12% of portfolio
14,234
Q3 2025 Added 1.51%
$0
$526 Million 0.12% of portfolio
16,310
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$537 Million 0.12% of portfolio
-
Q3 2025 New
$163B
$545 Million 0.12% of portfolio
758
Q3 2025 Added 6.91%
$40.3B
$518 Million 0.12% of portfolio
1,534
Q3 2025 Added 14.91%
$76.2B
$517 Million 0.12% of portfolio
8,271
Q3 2025 Added 4.18%
$0
$524 Million 0.12% of portfolio
6,645
Q3 2025 Reduced 1.16%
$59.7B
$549 Million 0.12% of portfolio
1,112
Q3 2025 Added 179.4%
$0
$514 Million 0.12% of portfolio
8,415
Q3 2025 New
$3.16B
$530 Million 0.12% of portfolio
28,780
Q3 2025 Added 13.24%
China Yuchai Intl LTD
-
$517 Million 0.12% of portfolio
-
Q3 2025 Reduced 32.13%
$0
$506 Million 0.11% of portfolio
25,541
Q3 2025 Added 6.24%
Listed Fds Tr
-
$494 Million 0.11% of portfolio
-
Q3 2025 Reduced 40.09%
$0
$473 Million 0.11% of portfolio
22,495
Q3 2025 Added 1.85%
$32.7B
$476 Million 0.11% of portfolio
3,157
Q3 2025 Added 41.25%
$0
$505 Million 0.11% of portfolio
50,451
Q3 2025 Added 0.05%
$0
$493 Million 0.11% of portfolio
28,993
Q3 2025 Added 5.28%
$74.9B
$481 Million 0.11% of portfolio
1,845
Q3 2025 Added 11.89%
$0
$504 Million 0.11% of portfolio
7,727
Q3 2025 Reduced 4.52%
$3.44B
$480 Million 0.11% of portfolio
1,549
Q3 2025 New
$65.3B
$475 Million 0.11% of portfolio
6,531
Q3 2025 Reduced 37.91%
$81.8B
$469 Million 0.11% of portfolio
4,268
Q3 2025 Added 15.63%
$0
$445 Million 0.1% of portfolio
3,547
Q3 2025 Added 2.28%
$0
$420 Million 0.1% of portfolio
9,111
Q3 2025 Added 2.24%
$0
$439 Million 0.1% of portfolio
4,933
Q3 2025 Reduced 1.99%
$0
$431 Million 0.1% of portfolio
11,373
Q3 2025 Added 66.27%
$0
$426 Million 0.1% of portfolio
6,989
Q3 2025 Reduced 1.19%
$181B
$449 Million 0.1% of portfolio
15,903
Q3 2025 Reduced 36.86%
Vanguard Instl Index Fd
-
$450 Million 0.1% of portfolio
-
Q3 2025 New
$1.45B
$432 Million 0.1% of portfolio
37,785
Q3 2025 New
American Healthcare Reit Inc
-
$428 Million 0.1% of portfolio
-
Q3 2025 Added 5.58%
$0
$447 Million 0.1% of portfolio
4,031
Q3 2025 New
$27.7B
$430 Million 0.1% of portfolio
5,096
Q3 2025 New

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
Track This Portfolio

Track World Equity Group, Inc. Portfolio

Follow World Equity Group, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email