World Equity Group, Inc. Portfolio Holdings by Sector

World Equity Group, Inc.

$350 Billion
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs FTLS QQQ BUFR SPY IVV FDL GLD SDVY 126 stocks	$165 Million 49.52% of portfolio	52	74	14	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$24.7 Million 7.38% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR CRWD ORCL PANW ADBE SNPS OKTA 9 stocks	$22 Million 6.57% of portfolio	3	6	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive COST WMT 2 stocks	$12.2 Million 3.64% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO QCOM AMD TSM TXN 6 stocks	$10.5 Million 3.15% of portfolio	3	3	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG PINS BIDU 5 stocks	$9.32 Million 2.79% of portfolio	3	2	1	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare JNJ ABBV PFE LLY MRK AMGN 6 stocks	$7.05 Million 2.11% of portfolio	1	5	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN BABA 2 stocks	$6.27 Million 1.88% of portfolio	2	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services BAC JPM C 3 stocks	$5.31 Million 1.59% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$4.38 Million 1.31% of portfolio	2	-	-	-	0 Calls 0 Puts
Asset Management \| Financial Services MCN DNP CCD ARCC ACV JFR THQ PDI 12 stocks	$4.26 Million 1.27% of portfolio	4	8	1	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy TPL 1 stocks	$3.57 Million 1.07% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials ETN PH GE ITW ROP PNR PSIX 7 stocks	$3.36 Million 1.0% of portfolio	3	4	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$3.15 Million 0.94% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities EXC NEE DUK SO 4 stocks	$2.85 Million 0.85% of portfolio	2	2	-	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA F 2 stocks	$2.65 Million 0.79% of portfolio	-	2	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V 1 stocks	$2.44 Million 0.73% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Application \| Technology TTD SHOP APP CRM NOW COIN 6 stocks	$2.37 Million 0.71% of portfolio	3	3	1	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ CMCSA TMUS T 4 stocks	$2.28 Million 0.68% of portfolio	2	2	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO KDP PEP 3 stocks	$2.22 Million 0.67% of portfolio	1	2	-	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD 1 stocks	$2.18 Million 0.65% of portfolio	1	-	-	-	0 Calls 0 Puts
REIT—Mortgage \| Real Estate NRZ BXMT 2 stocks	$2.17 Million 0.65% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical MCD SBUX 2 stocks	$2.15 Million 0.64% of portfolio	-	2	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$1.91 Million 0.57% of portfolio	-	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM ACN 2 stocks	$1.86 Million 0.56% of portfolio	1	1	1	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT BSX SYK SENS 4 stocks	$1.78 Million 0.53% of portfolio	2	1	1	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR TMO IDXX 3 stocks	$1.58 Million 0.47% of portfolio	2	1	1	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT DE 2 stocks	$1.55 Million 0.46% of portfolio	2	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services GS LPLA 2 stocks	$1.54 Million 0.46% of portfolio	1	1	-	-	0 Calls 0 Puts
Financial Data & Stock Exchanges \| Financial Services NDAQ MSCI CME FDS 4 stocks	$1.33 Million 0.4% of portfolio	2	2	2	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI IYR 2 stocks	$1.26 Million 0.38% of portfolio	1	1	1	-	0 Calls 0 Puts
Staffing & Employment Services \| Industrials ADP 1 stocks	$1.22 Million 0.37% of portfolio	1	-	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX DIS 2 stocks	$1.17 Million 0.35% of portfolio	-	2	-	-	0 Calls 0 Puts
Insurance Brokers \| Financial Services AJG 1 stocks	$1.13 Million 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$1.09 Million 0.32% of portfolio	1	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology CSCO 1 stocks	$932,457 0.28% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials APD ECL SCL 3 stocks	$928,270 0.28% of portfolio	2	-	2	-	0 Calls 0 Puts
Insurance—Property & Casualty \| Financial Services CB ALL 2 stocks	$882,855 0.26% of portfolio	2	-	-	-	0 Calls 0 Puts
Waste Management \| Industrials WM 1 stocks	$799,016 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare BDX 1 stocks	$684,764 0.2% of portfolio	1	-	1	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH ELV 2 stocks	$664,192 0.2% of portfolio	-	2	-	-	0 Calls 0 Puts
Confectioners \| Consumer Defensive MDLZ 1 stocks	$639,661 0.19% of portfolio	-	1	-	-	0 Calls 0 Puts
Medical Care Facilities \| Healthcare HCA 1 stocks	$531,404 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Electronic Components \| Technology APH 1 stocks	$528,071 0.16% of portfolio	1	-	1	-	0 Calls 0 Puts
Oil & Gas Midstream \| Energy EPD 1 stocks	$510,939 0.15% of portfolio	1	-	-	-	0 Calls 0 Puts
Specialty Retail \| Consumer Cyclical CASY RH 2 stocks	$504,281 0.15% of portfolio	-	2	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials RTX 1 stocks	$474,968 0.14% of portfolio	-	1	-	-	0 Calls 0 Puts
Travel Services \| Consumer Cyclical ABNB 1 stocks	$438,423 0.13% of portfolio	1	-	-	-	0 Calls 0 Puts
Building Products & Equipment \| Industrials TT BLDR 2 stocks	$435,847 0.13% of portfolio	1	1	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$434,720 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$386,364 0.12% of portfolio	1	-	1	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$376,686 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare SMMT ARDX 2 stocks	$370,387 0.11% of portfolio	1	1	1	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare ZTS 1 stocks	$356,636 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Lodging \| Consumer Cyclical MAR 1 stocks	$352,060 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Specialty \| Financial Services FNF 1 stocks	$344,290 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
REIT—Healthcare Facilities \| Real Estate WELL 1 stocks	$334,457 0.1% of portfolio	1	-	1	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials UPS 1 stocks	$331,199 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical LVS 1 stocks	$327,278 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Apparel Retail \| Consumer Cyclical TJX 1 stocks	$309,979 0.09% of portfolio	-	1	-	-	0 Calls 0 Puts
Footwear & Accessories \| Consumer Cyclical NKE 1 stocks	$248,858 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
Utilities—Regulated Gas \| Utilities ATO 1 stocks	$228,486 0.07% of portfolio	1	-	1	-	0 Calls 0 Puts
REIT—Retail \| Real Estate PECO 1 stocks	$216,604 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Trucking \| Industrials ODFL 1 stocks	$214,260 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Chemicals \| Basic Materials DOW 1 stocks	$204,149 0.06% of portfolio	1	-	1	-	0 Calls 0 Puts

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World Equity Group, Inc. Portfolio Holdings by Sector

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