World Equity Group, Inc. Purchases in Q4 2024

World Equity Group, Inc.

  • $466 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ZBRA
Zebra Technologies Corp

Technology
876
New
$360.09 - $411.94 $315K - $361K
876 $338M
UWM
Proshares Ultra Russell 2000

ETFs
8K
New
$41.07 - $50.82 $329K - $407K
8K $335M
OKTA
Okta, Inc.

Technology
4.21K
New
$71.81 - $86.11 $302K - $363K
4.21K $332M
IVW
Ishares S&P 500 Growth ETF

ETFs
2.49K
+ 18.43%
$94.43 - $105.47 $236K - $263K
16K $1.63B
LULU
Lululemon Athletica Inc.

Consumer Cyclical
860
New
$260.53 - $404.79 $224K - $348K
860 $329M
PDI
Pimco Dynamic Income Fund

Financial Services
19K
+ 161.62%
$18.33 - $20.85 $349K - $396K
30.8K $565M
WM
Waste Management Inc

Industrials
1.66K
+ 121.42%
$201.79 - $228.46 $334K - $378K
3.02K $609M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
3.07K
+ 100.33%
$108.28 - $117.54 $332K - $361K
6.13K $667M
DIS
Walt Disney CO

Communication Services
2.13K
+ 37.74%
$92.39 - $117.6 $197K - $251K
7.78K $866M
MSI
Motorola Solutions, Inc.

Technology
698
New
$449.08 - $504.6 $313K - $352K
698 $323M
UNP
Union Pacific Corp

Industrials
1.55K
+ 82.84%
$223.15 - $249.32 $347K - $387K
3.43K $782M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
16.4K
New
$19.42 - $19.76 $318K - $324K
16.4K $319M
Exchange Listed Fds Tr
9.13K
New
N/A
9.13K $318M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.08K
+ 62.86%
$61.68 - $67.87 $313K - $345K
13.2K $820M
MS
Morgan Stanley

Financial Services
2.52K
New
$104.42 - $134.99 $264K - $341K
2.52K $316M
ABBV
Abb Vie Inc.

Healthcare
2.63K
+ 34.09%
$164.99 - $203.87 $433K - $535K
10.3K $1.84B
VGT
Vanguard Information Technolog

ETFs
477
+ 104.38%
$571.78 - $647.97 $273K - $309K
934 $581M
CTA
Simplify Exch Traded Fds Simpl

ETFs
11.2K
New
$25.8 - $28.97 $288K - $323K
11.2K $311M
SOXX
Ishares Semiconductor ETF

ETFs
1.43K
New
$211.27 - $239.8 $303K - $344K
1.43K $309M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
6.67K
+ 97.43%
$44.2 - $49.46 $295K - $330K
13.5K $619M
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
9.69K
+ 5.61%
$23.92 - $24.89 $232K - $241K
182K $4.47B
PFFA
Etfis Ser Tr I

ETFs
15.1K
+ 54.92%
$21.82 - $23.21 $329K - $350K
42.5K $931M
XLP
Consumer Staples Sector Spdr

ETFs
3.87K
New
N/A
3.87K $305M
SPGI
S&P Global Inc.

Financial Services
610
New
$480.36 - $529.17 $293K - $323K
610 $304M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
21.7K
New
$13.54 - $14.25 $294K - $309K
21.7K $304M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
11.1K
+ 102.42%
$31.24 - $37.15 $347K - $412K
21.9K $704M
JAGG
Jpmorgan Tr Us Aggregate Bond

ETFs
6.6K
New
N/A
6.6K $298M
LOW
Lowes Companies Inc

Consumer Cyclical
1.21K
New
$244.52 - $284.07 $295K - $343K
1.21K $298M
DBMF
Litman Gregory Fds Tr Imgp Dbi

ETFs
11.2K
New
$26.01 - $28.19 $291K - $315K
11.2K $293M
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
8.63K
New
$33.77 - $44.09 $291K - $380K
8.63K $293M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
683
+ 98.56%
$417.69 - $450.94 $285K - $308K
1.38K $585M
TMUS
T Mobile Us, Inc.

Communication Services
1.32K
New
$206.1 - $246.94 $272K - $326K
1.32K $292M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
23.6K
New
$12.1 - $13.52 $286K - $319K
23.6K $289M
BX
Blackstone Inc.

Financial Services
1.68K
New
$148.45 - $199.05 $249K - $334K
1.68K $289M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.58K
+ 100.0%
$183.23 - $199.79 $290K - $316K
3.16K $586M
GOOG
Alphabet Inc.

Communication Services
484
+ 5.84%
$163.08 - $198.16 $78.9K - $95.9K
8.77K $1.67B
LMT
Lockheed Martin Corp

Industrials
582
New
$479.66 - $614.62 $279K - $358K
582 $283M
Linde PLC
672
New
N/A
672 $281M
HIGH
Simplify Exchange Traded Fds E
12.2K
New
N/A
12.2K $280M
TXN
Texas Instruments Inc

Technology
1.65K
+ 105.79%
N/A
3.2K $600M
VXF
Vanguard Extended Market ETF

ETFs
1.38K
+ 97.04%
$179.17 - $207.15 $247K - $285K
2.8K $531M
POOL
Pool Corp

Industrials
798
New
$339.32 - $390.03 $271K - $311K
798 $272M
ZWS
Zurn Water Solutions Corp

Industrials
7.28K
New
$35.79 - $40.92 $261K - $298K
7.28K $272M
UPS
United Parcel Service Inc

Industrials
2.37K
+ 87.83%
$122.65 - $138.35 $290K - $327K
5.06K $638M
VIOO
Vanguard S&P Small Cap 600 ETF

ETFs
2.53K
New
$105.45 - $117.99 $267K - $299K
2.53K $268M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.24K
+ 85.67%
$201.32 - $217.44 $250K - $270K
2.7K $558M
BAC
Bank Of America Corp

Financial Services
240
+ 0.41%
$39.22 - $47.77 $9.41K - $11.5K
59.2K $2.6B
OKE
Oneok Inc

Energy
2.6K
New
$92.28 - $117.05 $240K - $304K
2.6K $261M
Super Micro Computer Inc
8.54K
New
N/A
8.54K $260M
Activity Summary
Buys All Purchases 318 New Holdings 144 Increased Positions 174 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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