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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$193B
$760 Million 0.17% of portfolio
6,636
Q3 2025 Added 9.23%
$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
$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
$644 Million 0.15% of portfolio
26,742
Q3 2025 Added 2.89%
$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%
$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%
-
$630 Million 0.14% of portfolio
-
Q3 2025 Reduced 19.38%
$69.1B
$559 Million 0.13% of portfolio
6,631
Q3 2025 Reduced 0.33%
-
$584 Million 0.13% of portfolio
-
Q3 2025 Reduced 3.21%
-
$568 Million 0.13% of portfolio
-
Q3 2025 Reduced 1.93%
$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%
-
$592 Million 0.13% of portfolio
-
Q3 2025 Added 4.21%
$0
$548 Million 0.12% of portfolio
4,910
Q3 2025 Reduced 29.48%
$152B
$512 Million 0.12% of portfolio
2,078
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%
$59.7B
$549 Million 0.12% of portfolio
1,112
Q3 2025 Added 179.4%
$3.16B
$530 Million 0.12% of portfolio
28,780
Q3 2025 Added 13.24%
$0
$506 Million 0.11% of portfolio
25,541
Q3 2025 Added 6.24%
$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%
$74.9B
$481 Million 0.11% of portfolio
1,845
Q3 2025 Added 11.89%
$3.44B
$480 Million 0.11% of portfolio
1,549
Q3 2025 New
$81.8B
$469 Million 0.11% of portfolio
4,268
Q3 2025 Added 15.63%
$181B
$449 Million 0.1% of portfolio
15,903
Q3 2025 Reduced 36.86%
$1.45B
$432 Million 0.1% of portfolio
37,785
Q3 2025 New
$27.7B
$430 Million 0.1% of portfolio
5,096
Q3 2025 New
$123B
$451 Million 0.1% of portfolio
1,599
Q3 2025 Added 1.33%
$67.3B
$438 Million 0.1% of portfolio
12,527
Q3 2025 New
$50B
$430 Million 0.1% of portfolio
7,985
Q3 2025 Reduced 7.82%
$19.9B
$420 Million 0.1% of portfolio
4,766
Q3 2025 New
$3.67B
$390 Million 0.09% of portfolio
18,854
Q3 2025 Added 29.43%
$17.2B
$382 Million 0.09% of portfolio
3,448
Q2 2025 Reduced 0.75%
$20.1B
$395 Million 0.09% of portfolio
697
Q3 2025 Added 1.75%
$55.8B
$409 Million 0.09% of portfolio
2,952
Q3 2025 Reduced 21.01%
$147B
$408 Million 0.09% of portfolio
4,179
Q3 2025 Added 8.24%

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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