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
$418B
$378 Million 0.09% of portfolio
2,114
Q3 2025 Added 0.09%
$0
$397 Million 0.09% of portfolio
27,500
Q3 2025 Added 2.8%
$10.4B
$352 Million 0.08% of portfolio
5,253
Q3 2025 New
$47.7B
$349 Million 0.08% of portfolio
700
Q2 2025 Added 16.67%
$45.2B
$355 Million 0.08% of portfolio
626
Q3 2025 Added 24.7%
$96.4B
$349 Million 0.08% of portfolio
2,821
Q3 2025 Reduced 15.11%
$73.7B
$335 Million 0.08% of portfolio
1,222
Q3 2025 Added 0.16%
$136B
$367 Million 0.08% of portfolio
1,553
Q3 2025 Added 1.97%
$82.2B
$353 Million 0.08% of portfolio
1,564
Q3 2025 New
$177B
$335 Million 0.08% of portfolio
1,826
Q3 2025 Added 0.11%
$593B
$341 Million 0.08% of portfolio
1,214
Q3 2025 Added 2.36%
$92.7B
$361 Million 0.08% of portfolio
1,385
Q3 2025 Reduced 51.84%
$17.7B
$340 Million 0.08% of portfolio
3,443
Q2 2025 New
$107B
$339 Million 0.08% of portfolio
447
Q3 2025 Added 1.36%
$57.9B
$339 Million 0.08% of portfolio
1,579
Q3 2025 Reduced 22.29%
$954M
$340 Million 0.08% of portfolio
9,454
Q3 2025 Added 0.11%
$0
$362 Million 0.08% of portfolio
44,273
Q3 2025 Added 0.68%
$183B
$363 Million 0.08% of portfolio
1,288
Q3 2025 Added 15.31%
$237B
$355 Million 0.08% of portfolio
2,190
Q3 2025 Added 7.25%
$61.6B
$339 Million 0.08% of portfolio
11,987
Q2 2025 New
$1.87B
$293 Million 0.07% of portfolio
910
Q3 2025 Added 41.3%
$57.4B
$311 Million 0.07% of portfolio
487
Q3 2025 New
$0
$305 Million 0.07% of portfolio
17,650
Q3 2025 Added 5.06%
$40.1B
$303 Million 0.07% of portfolio
2,296
Q3 2025 New
$73.7B
$306 Million 0.07% of portfolio
3,637
Q3 2025 Reduced 57.38%
$319M
$287 Million 0.07% of portfolio
13,969
Q3 2025 New
$32.5B
$302 Million 0.07% of portfolio
366
Q3 2025 New
$16.1B
$315 Million 0.07% of portfolio
5,211
Q3 2025 Reduced 1.49%
$38.4B
$252 Million 0.06% of portfolio
9,882
Q3 2025 Reduced 2.04%
$15.6B
$275 Million 0.06% of portfolio
8,551
Q3 2025 Reduced 1.9%
$53.3B
$269 Million 0.06% of portfolio
1,139
Q3 2025 New
$29.6B
$259 Million 0.06% of portfolio
780
Q3 2025 Reduced 49.74%
$191B
$248 Million 0.06% of portfolio
46
Q3 2025 Added 27.78%
$144B
$259 Million 0.06% of portfolio
568
Q3 2025 Reduced 0.35%
$181B
$258 Million 0.06% of portfolio
2,630
Q3 2025 Added 20.31%
$4.44B
$284 Million 0.06% of portfolio
11,614
Q3 2025 New
$100B
$254 Million 0.06% of portfolio
941
Q3 2025 Added 9.04%
$169B
$286 Million 0.06% of portfolio
311
Q3 2025 Added 34.05%
$143B
$281 Million 0.06% of portfolio
8,370
Q3 2025 Reduced 7.56%
$96.9B
$246 Million 0.06% of portfolio
584
Q3 2025 Added 0.86%
$222B
$264 Million 0.06% of portfolio
544
Q3 2025 New
$0
$218 Million 0.05% of portfolio
10,701
Q3 2025 New
$4.04B
$204 Million 0.05% of portfolio
5,936
Q3 2025 Reduced 5.67%
$512B
$214 Million 0.05% of portfolio
376
Q3 2025 Reduced 46.13%
$270B
$212 Million 0.05% of portfolio
1,342
Q3 2025 New
$0
$213 Million 0.05% of portfolio
17,310
Q3 2025 Added 6.85%
$1.57B
$236 Million 0.05% of portfolio
3,057
Q3 2025 New
$2.24B
$214 Million 0.05% of portfolio
11,333
Q3 2025 New
$68.7B
$211 Million 0.05% of portfolio
2,523
Q3 2025 Reduced 10.4%

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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