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
Exchange Listed Fds Tr
1.25K
+ 10.98%
N/A
12.6K $609M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
158
+ 5.46%
$236.25 - $257.69 $37.3K - $40.7K
3.05K $782M
DHR
Danaher Corp

Healthcare
410
+ 9.59%
$181.46 - $212.2 $74.4K - $87K
4.69K $929M
AOA
Ishares Tr Core Aggressive All

ETFs
310
+ 2.58%
$82.71 - $88.14 $25.6K - $27.3K
12.3K $1.09B
ORCL
Oracle Corp

Technology
28
+ 2.36%
$218.96 - $328.33 $6.13K - $9.19K
1.21K $341M
SMMT
Summit Therapeutics Inc.

Healthcare
4.29K
+ 29.43%
$17.61 - $30.02 $75.5K - $129K
18.9K $390M
JCI
Johnson Controls International PLC

Industrials
577
+ 15.63%
$103.24 - $111.73 $59.6K - $64.5K
4.27K $469M
VOT
Vanguard Mid Cap Growth Index

ETFs
78
+ 1.31%
$282.75 - $294.19 $22.1K - $22.9K
6.02K $1.77B
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
1.93K
+ 27.52%
$37.5 - $40.3 $72.5K - $77.9K
8.96K $357M
RTX
Raytheon Technologies Corp

Industrials
9
+ 0.25%
$144.19 - $167.33 $1.3K - $1.51K
3.59K $601M
American Healthcare Reit Inc
538
+ 5.58%
N/A
10.2K $428M
IWF
Ishares Russell 1000 Gr ETF

ETFs
16
+ 1.13%
$420.11 - $472.68 $6.72K - $7.56K
1.43K $669M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
11K
+ 110.0%
$4.73 - $8.22 $52K - $90.4K
21K $137M
HCA
Hca Healthcare, Inc.

Healthcare
10
+ 0.67%
$334.32 - $426.2 $3.34K - $4.26K
1.51K $641M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
1.33K
+ 26.38%
$50.53 - $50.82 $67.4K - $67.7K
6.39K $324M
MSCI
Msci Inc.

Financial Services
124
+ 24.7%
$526.48 - $588.0 $65.3K - $72.9K
626 $355M
PFFA
Etfis Ser Tr I

ETFs
798
+ 1.54%
$20.94 - $22.43 $16.7K - $17.9K
52.6K $1.14B
Ge Vernova Inc
26
+ 4.83%
N/A
564 $347M
AFLG
First Tr Exchange Traded Fd Vi
616
+ 4.21%
N/A
15.3K $592M
Neos ETF Trust
675
+ 9.03%
N/A
8.15K $396M
AJG
Arthur J. Gallagher & Co.

Financial Services
285
+ 8.92%
$284.17 - $319.49 $81K - $91.1K
3.48K $1.08B
UBER
Uber Technologies, Inc

Technology
444
+ 20.31%
$86.91 - $99.57 $38.6K - $44.2K
2.63K $258M
AMGN
Amgen Inc

Healthcare
171
+ 15.31%
$271.18 - $309.22 $46.4K - $52.9K
1.29K $363M
COIN
Coinbase Global, Inc.

Technology
199
+ 14.91%
$297.99 - $419.78 $59.3K - $83.5K
1.53K $518M
PDI
Pimco Dynamic Income Fund

Financial Services
1.5K
+ 6.24%
$18.85 - $20.07 $28.3K - $30.1K
25.5K $506M
ACV
Virtus Allianz Gi Diversified Income & Convertible Fund

Financial Services
750
+ 2.89%
$22.32 - $24.46 $16.7K - $18.3K
26.7K $644M
NOW
Service Now, Inc.

Technology
79
+ 34.05%
$850.86 - $1044.69 $67.2K - $82.5K
311 $286M
XLC
Select Sector Spdr Tr Communic

ETFs
215
+ 9.78%
$105.99 - $119.41 $22.8K - $25.7K
2.41K $286M
FNX
First Tr Mid Cap Core Alphadex

ETFs
79
+ 2.28%
$115.08 - $126.88 $9.09K - $10K
3.55K $445M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
212
+ 1.51%
$35.42 - $38.65 $7.51K - $8.19K
14.2K $541M
CASY
Caseys General Stores Inc

Consumer Cyclical
12
+ 1.75%
$494.52 - $565.32 $5.93K - $6.78K
697 $395M
Blackrock ETF Trust Ii
781
+ 16.23%
N/A
5.59K $298M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
2.05K
+ 13.33%
$19.49 - $19.61 $39.9K - $40.2K
17.4K $341M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
3.36K
+ 13.24%
$18.41 - $20.12 $61.9K - $67.7K
28.8K $530M
BKNG
Booking Holdings Inc.

Consumer Cyclical
10
+ 27.78%
$5364.25 - $5815.92 $53.6K - $58.2K
46 $248M
Neos ETF Trust
730
+ 15.08%
N/A
5.57K $282M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
188
+ 5.51%
$108.77 - $115.6 $20.4K - $21.7K
3.6K $407M
IWD
Ishares Russell 1000 Val ETF

ETFs
62
+ 2.86%
$192.76 - $203.86 $12K - $12.6K
2.23K $454M
MSTR
Microstrategy Inc

Technology
266
+ 41.3%
$300.7 - $455.9 $80K - $121K
910 $293M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
1.46K
+ 5.28%
$16.46 - $17.1 $23.9K - $24.9K
29K $493M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
50
+ 0.87%
$50.48 - $57.12 $2.52K - $2.86K
5.8K $324M
PH
Parker Hannifin Corp

Industrials
6
+ 1.36%
$697.13 - $769.67 $4.18K - $4.62K
447 $339M
VXF
Vanguard Extended Market ETF

ETFs
43
+ 3.4%
$193.58 - $213.07 $8.32K - $9.16K
1.31K $274M
HERD
Pacer Fds Tr Cash Cows Fd Fds

ETFs
40
+ 0.38%
$39.89 - $42.76 $1.6K - $1.71K
10.6K $449M
CCD
Calamos Dynamic Convertible & Income Fund

Financial Services
409
+ 1.85%
$20.12 - $21.74 $8.23K - $8.89K
22.5K $473M
BXMX
Nuveen S&P 500 Buy Write Income Fund

Financial Services
750
+ 2.8%
$13.87 - $14.46 $10.4K - $10.8K
27.5K $397M
VBR
Vanguard Small Cap Value ETF

ETFs
48
+ 4.35%
$195.41 - $212.37 $9.38K - $10.2K
1.15K $240M
F
Ford Motor CO

Consumer Cyclical
476
+ 2.85%
$10.82 - $12.09 $5.15K - $5.75K
17.2K $205M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
4.91K
+ 4.95%
$6.1 - $6.35 $30K - $31.2K
104K $643M
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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