World Equity Group, Inc. Incresed Positions in Q4 2025

World Equity Group, Inc.

  • $358 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
T Rowe Price ETF Inc
1.01K
+ 11.47%
N/A
9.83K $376M
UPS
United Parcel Service Inc

Industrials
5
+ 0.2%
$82.87 - $97.4 $414 - $487
2.53K $251M
VBR
Vanguard Small Cap Value ETF

ETFs
168
+ 14.6%
$201.42 - $211.15 $33.8K - $35.5K
1.32K $279M
UBER
Uber Technologies, Inc

Technology
995
+ 37.83%
$91.62 - $100.1 $91.2K - $99.6K
3.63K $296M
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
112
+ 12.44%
$309.99 - $353.65 $34.7K - $39.6K
1.01K $325M
IQDG
Wisdomtree Tr Intl Quality Div

ETFs
569
+ 6.35%
$39.19 - $40.92 $22.3K - $23.3K
9.53K $395M
Ge Vernova Inc
24
+ 4.26%
N/A
588 $384M
BNDX
Vanguard Total International B

ETFs
987
+ 6.96%
$49.3 - $49.91 $48.7K - $49.3K
15.2K $733M
PDI
Pimco Dynamic Income Fund

Financial Services
4.77K
+ 18.66%
$18.04 - $19.91 $86K - $94.9K
30.3K $537M
DLS
Wisdomtree Tr Intl Small Cap D

ETFs
322
+ 10.77%
$76.99 - $79.92 $24.8K - $25.7K
3.31K $268M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.37K
+ 8.09%
$19.7 - $19.78 $26.9K - $27K
18.3K $360M
XSOE
Wisdomtree Tr Emerging Mkts Ex

ETFs
388
+ 3.41%
$37.0 - $39.93 $14.4K - $15.5K
11.8K $459M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
1.36K
+ 7.83%
$19.54 - $19.6 $26.7K - $26.7K
18.8K $368M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
550
+ 7.94%
$50.57 - $50.77 $27.8K - $27.9K
7.48K $378M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
1.37K
+ 6.33%
$18.77 - $18.93 $25.7K - $25.9K
23K $434M
MCN
Madison Covered Call & Equity Strategy Fund

Financial Services
7.06K
+ 6.77%
$5.9 - $6.33 $41.6K - $44.7K
111K $667M
JFR
Nuveen Floating Rate Income Fund

Financial Services
4.68K
+ 10.57%
$7.77 - $8.15 $36.4K - $38.1K
49K $383M
BBAI
Big Bear.Ai Holdings, Inc.

Technology
8.2K
+ 39.05%
$5.66 - $8.91 $46.4K - $73.1K
29.2K $158M
MRVL
Marvell Technology, Inc.

Technology
202
+ 5.55%
$81.05 - $93.74 $16.4K - $18.9K
3.84K $326M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
163
+ 4.53%
$109.53 - $114.14 $17.9K - $18.6K
3.76K $427M
EXC
Exelon Corp

Utilities
951
+ 5.45%
$44.97 - $48.24 $42.8K - $45.9K
18.4K $802M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
212
+ 3.19%
$78.65 - $79.19 $16.7K - $16.8K
6.86K $540M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
400
+ 7.31%
$50.48 - $52.12 $20.2K - $20.8K
5.87K $301M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
668
+ 6.43%
$22.43 - $22.55 $15K - $15.1K
11.1K $249M
NVT
N Vent Electric PLC

Industrials
28
+ 0.81%
$95.98 - $114.35 $2.69K - $3.2K
3.47K $354M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
656
+ 5.5%
$22.88 - $22.95 $15K - $15.1K
12.6K $288M
PFFA
Etfis Ser Tr I

ETFs
1K
+ 1.91%
$21.31 - $21.96 $21.4K - $22K
53.6K $1.16B
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
192
+ 1.35%
$36.47 - $38.19 $7K - $7.33K
14.4K $553M
NVG
Nuveen Amt Free Municipal Credit Income Fund

Financial Services
390
+ 2.25%
$12.23 - $12.72 $4.77K - $4.96K
17.7K $224M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
226
+ 6.46%
$70.19 - $72.57 $15.9K - $16.4K
3.73K $259M
CASY
Caseys General Stores Inc

Consumer Cyclical
36
+ 5.16%
$513.19 - $567.48 $18.5K - $20.4K
733 $405M
VO
Vanguard Mid Cap ETF

ETFs
72
+ 2.43%
$286.27 - $296.23 $20.6K - $21.3K
3.03K $880M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
138
+ 3.71%
$77.73 - $78.84 $10.7K - $10.9K
3.85K $300M
IQLT
Ishares Msci Intl Quality Fact

ETFs
22
+ 0.33%
$43.84 - $45.35 $964 - $998
6.76K $307M
SSO
Proshares Ultra S&P 500

ETFs
2.23K
+ 100.45%
$107.49 - $118.65 $240K - $265K
4.45K $258M
MARB
First Tr Exchange Traded Fd Ii

ETFs
181
+ 1.23%
$20.21 - $20.69 $3.66K - $3.74K
14.9K $307M
EES
Wisdomtree U.S. Smallcap Fund

ETFs
25
+ 0.43%
$53.25 - $56.36 $1.33K - $1.41K
5.83K $332M
VXF
Vanguard Extended Market ETF

ETFs
25
+ 1.91%
$204.22 - $215.05 $5.11K - $5.38K
1.33K $278M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
63
+ 0.86%
$46.85 - $47.44 $2.95K - $2.99K
7.41K $349M
RWJ
Invesco Exchange Traded Fd Tr

ETFs
17
+ 0.27%
$46.23 - $49.22 $786 - $837
6.43K $313M
RYLD
Global X Fds Russell 2000 Cove

ETFs
25
+ 0.22%
$14.94 - $15.49 $374 - $387
11.5K $176M
DNP
Dnp Select Income Fund Inc

Financial Services
271
+ 0.54%
$9.93 - $10.23 $2.69K - $2.77K
50.7K $507M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
1
+ 0.01%
$71.89 - $74.08 $71.9 - $74.1
16.2K $1.2B
PM
Philip Morris International Inc.

Consumer Defensive
30
+ 1.37%
$144.33 - $160.86 $4.33K - $4.83K
2.22K $356M
TMUS
T Mobile Us, Inc.

Communication Services
156
+ 17.83%
$201.01 - $233.26 $31.4K - $36.4K
1.03K $209M
DSL
Double Line Income Solutions Fund

Financial Services
1.16K
+ 7.63%
$11.49 - $12.36 $13.3K - $14.3K
16.4K $185M
BIDU
Baidu, Inc.

Communication Services
2
+ 0.09%
$116.0 - $144.91 $232 - $290
2.3K $300M
FBND
Fidelity Merrimack Str Tr Tota

ETFs
1
+ 0.01%
$46.2 - $46.85 $46.2 - $46.9
15.9K $732M
ET
Energy Transfer LP

Energy
35
+ 0.33%
$16.29 - $17.01 $570 - $595
10.6K $174M
Activity Summary
Buys All Purchases 162 New Holdings 47 Increased Positions 115 Sells All Sells 151 Reductions 151 Sold out 0 Options Calls 0 Puts 0
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