World Equity Group, Inc. Purchases in Q3 2025

World Equity Group, Inc.

  • $441 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
1.18K
+ 48.9%
$167.06 - $208.19 $197K - $245K
3.58K $730M
INOD
Innodata Inc

Technology
3.06K
New
$36.68 - $75.94 $112K - $232K
3.06K $236M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.4K
New
$22.36 - $22.52 $232K - $234K
10.4K $234M
DT
Dynatrace, Inc.

Technology
4.83K
New
$46.04 - $56.64 $222K - $273K
4.83K $234M
FNDX
Schwab Fundamental U S Large C

ETFs
3.99K
+ 5.56%
$24.38 - $26.34 $97.2K - $105K
75.7K $1.99B
IWM
Ishares Russell 2000 ETF

ETFs
541
+ 14.75%
$214.92 - $244.84 $116K - $132K
4.21K $1.02B
XMMO
Invesco Exchange Traded Fd Tr

ETFs
1.3K
+ 17.19%
$128.6 - $136.01 $168K - $177K
8.89K $1.2B
SYM
Symbotic Inc.

Financial Services
4.18K
New
$39.68 - $63.21 $166K - $264K
4.18K $225M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
2.08K
+ 61.16%
$98.52 - $103.93 $205K - $216K
5.49K $565M
ARCC
Ares Capital Corp

Financial Services
10.7K
New
$20.41 - $23.25 $218K - $249K
10.7K $218M
HTGC
Hercules Capital, Inc.

Financial Services
11.3K
New
$18.34 - $19.53 $208K - $221K
11.3K $214M
URI
United Rentals, Inc.

Industrials
223
New
$774.14 - $975.23 $173K - $217K
223 $213M
Neos ETF Trust
3.57K
New
N/A
3.57K $212M
MS
Morgan Stanley

Financial Services
1.34K
New
$139.09 - $161.16 $187K - $216K
1.34K $212M
Celestica Inc
38
+ 1.71%
N/A
2.26K $558M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.21K
New
$92.18 - $95.14 $204K - $210K
2.21K $210M
TMUS
T Mobile Us, Inc.

Communication Services
875
New
$226.02 - $259.01 $198K - $227K
875 $209M
Capital Group Global Equity
6.78K
New
N/A
6.78K $209M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.66K
New
$40.2 - $44.58 $187K - $208K
4.66K $205M
AMD
Advanced Micro Devices Inc

Technology
614
+ 11.59%
$134.8 - $184.42 $82.8K - $113K
5.91K $956M
VV
Vanguard Large Cap ETF

ETFs
662
New
$285.05 - $309.14 $189K - $205K
662 $204M
QUAL
Ishares Msci Usa Quality Facto

ETFs
560
+ 7.23%
$182.33 - $194.5 $102K - $109K
8.31K $1.62B
SHOP
Shopify Inc.

Technology
506
+ 13.68%
$112.11 - $157.12 $56.7K - $79.5K
4.21K $625M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
1.79K
+ 17.93%
$72.65 - $78.68 $130K - $141K
11.8K $921M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
4.53K
+ 66.27%
$34.31 - $38.09 $156K - $173K
11.4K $431M
VTI
Vanguard Total Stock Market Et

ETFs
374
+ 13.17%
$303.93 - $329.86 $114K - $123K
3.21K $1.05B
CRWD
Crowd Strike Holdings, Inc.

Technology
475
+ 20.64%
$412.46 - $514.1 $196K - $244K
2.78K $1.36B
VRT
Vertiv Holdings CO

Industrials
922
+ 41.25%
N/A
3.16K $476M
TJX
Tjx Companies Inc

Consumer Cyclical
798
+ 24.84%
$121.35 - $144.54 $96.8K - $115K
4.01K $580M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.82K
+ 48.46%
$118.3 - $142.16 $215K - $259K
5.58K $677M
Neos ETF Trust
2.89K
+ 34.6%
N/A
11.2K $609M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
127
+ 1.95%
$459.11 - $506.91 $58.3K - $64.4K
6.65K $3.34B
HYLB
Xtrackers Usd High Yield Corp

ETFs
4.2K
+ 23.78%
$36.55 - $37.16 $153K - $156K
21.9K $811M
FEM
First Trust Emerging Markets A

ETFs
2.08K
+ 5.15%
$24.52 - $27.41 $51K - $57K
42.5K $1.15B
FICS
First Tr Exchange Traded Fd Vi

ETFs
6.56K
+ 8.59%
$37.37 - $39.97 $245K - $262K
82.9K $3.16B
GNL
Global Net Lease, Inc.

Real Estate
19K
New
$6.85 - $8.33 $130K - $158K
19K $155M
First Tr Exchng Traded Fd Vi
2.99K
+ 5.95%
N/A
53.3K $1.2B
IMTM
Ishares Msci Intl Momentum Fac

ETFs
2.43K
+ 23.93%
$44.58 - $48.01 $108K - $117K
12.6K $603M
FEMS
First Trust Emerging Markets S

ETFs
1.14K
+ 4.64%
$40.83 - $44.87 $46.7K - $51.3K
25.8K $1.14B
BABA
Alibaba Group Holding LTD

Consumer Cyclical
2
+ 0.09%
$103.83 - $179.9 $208 - $360
2.11K $378M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.19K
+ 4.64%
$55.15 - $58.11 $65.6K - $69.1K
26.8K $1.54B
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1.87K
+ 16.01%
$47.96 - $50.54 $89.5K - $94.4K
13.5K $684M
XLI
Industrial Sector Spdr

ETFs
538
+ 8.87%
$147.94 - $154.99 $79.6K - $83.4K
6.61K $1.02B
GE
General Electric CO

Industrials
86
+ 3.9%
$244.75 - $305.63 $21K - $26.3K
2.29K $689M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
2.37K
+ 3.66%
$26.38 - $27.95 $62.4K - $66.1K
67K $1.83B
IAGG
Ishares Tr Core Intl Aggregate

ETFs
2.17K
+ 51.27%
$50.85 - $51.35 $110K - $112K
6.41K $328M
First Tr Exchng Traded Fd Vi
2.45K
+ 4.96%
N/A
51.8K $1.34B
SLV
I Shares Silver Trust

ETFs
1.05K
+ 17.07%
$32.73 - $42.5 $34.2K - $44.4K
7.17K $304M
VO
Vanguard Mid Cap ETF

ETFs
179
+ 6.43%
$279.83 - $293.74 $50.1K - $52.6K
2.96K $870M
Activity Summary
Buys All Purchases 234 New Holdings 60 Increased Positions 174 Sells All Sells 101 Reductions 101 Sold out 0 Options Calls 0 Puts 0
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