World Equity Group, Inc. Reduced Holdings in Q4 2025

World Equity Group, Inc.

  • $358 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
COST
Costco Wholesale Corp

Consumer Defensive
-8.33K
- 91.12%
$910.94 - $954.99 $7.59M - $7.96M
812 $700M
AAPL
Apple Inc.

Technology
-29.9K
- 27.17%
$245.27 - $275.25 $7.33M - $8.22M
80.1K $21.8B
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-146K
- 54.09%
$33.05 - $33.87 $4.81M - $4.93M
124K $4.23B
MSFT
Microsoft Corp

Technology
-6.12K
- 17.31%
$496.82 - $542.07 $3.04M - $3.32M
29.2K $14.1B
EFV
Msci Eafe Value ETF

ETFs
-59.2K
- 79.53%
$66.73 - $70.99 $3.95M - $4.2M
15.2K $1.09B
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-33.9K
- 93.16%
$93.79 - $100.35 $3.18M - $3.41M
2.49K $245M
NVDA
Nvidia Corp

Technology
-16.3K
- 22.42%
$179.83 - $207.04 $2.94M - $3.38M
56.5K $10.5B
TQQQ
Proshares Ultrapro Qqq

ETFs
-11K
- 28.7%
$97.07 - $120.61 $1.07M - $1.33M
27.3K $1.44B
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
-14K
- 87.91%
$149.52 - $158.91 $2.09M - $2.22M
1.92K $294M
SPYG
Spdr Portfolio

ETFs
-11K
- 74.85%
$102.4 - $109.39 $1.13M - $1.21M
3.7K $395M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-4K
- 49.59%
$242.67 - $261.79 $972K - $1.05M
4.07K $1.03B
V
Visa Inc.

Financial Services
-2.78K
- 43.97%
$325.75 - $352.42 $904K - $978K
3.54K $1.24B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-4.68K
- 56.35%
$191.01 - $199.18 $894K - $932K
3.63K $720M
HD
Home Depot, Inc.

Consumer Cyclical
-1.42K
- 25.88%
$358.03 - $397.02 $508K - $564K
4.07K $1.4B
APH
Amphenol Corp

Technology
-5.63K
- 65.56%
$121.7 - $143.85 $685K - $810K
2.96K $400M
PG
Procter & Gamble CO

Consumer Defensive
-3.48K
- 29.52%
$145.5 - $153.18 $507K - $534K
8.32K $1.19B
AMZN
Amazon Com Inc

Consumer Cyclical
-4.49K
- 11.53%
$213.04 - $254.0 $955K - $1.14M
34.4K $7.94B
IVV
Ishares Core S&P 500 ETF

ETFs
-956
- 10.88%
$656.2 - $690.71 $627K - $660K
7.83K $5.36B
XLF
Financial Sector Spdr

ETFs
-9.47K
- 30.61%
$51.76 - $53.77 $490K - $509K
21.5K $1.18B
WM
Waste Management Inc

Industrials
-2.2K
- 65.93%
$196.77 - $219.98 $434K - $485K
1.14K $250M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-8.66K
- 26.62%
$57.9 - $61.26 $501K - $531K
23.9K $1.45B
SO
Southern CO

Utilities
-4.67K
- 56.92%
$90.58 - $99.72 $423K - $466K
3.53K $308M
DIS
Walt Disney CO

Communication Services
-3.75K
- 56.56%
$105.69 - $116.65 $397K - $438K
2.88K $328M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.75K
- 21.22%
$118.29 - $126.28 $443K - $473K
13.9K $1.72B
SPY
Spdr S&P 500 ETF Trust

ETFs
-899
- 6.8%
$653.02 - $687.39 $587K - $618K
12.3K $8.41B
TSLA
Tesla, Inc.

Consumer Cyclical
-947
- 9.03%
$401.99 - $468.37 $381K - $444K
9.55K $4.29B
PFE
Pfizer Inc

Healthcare
-13.6K
- 47.38%
$24.23 - $27.37 $330K - $372K
15.1K $376M
OEF
Ishares S&P 100 ETF

ETFs
-1.09K
- 23.25%
N/A
3.58K $1.23B
PLTR
Palantir Technologies Inc.

Technology
-749
- 1.84%
$172.14 - $207.18 $129K - $155K
39.9K $7.1B
Exchange Listed Fds Tr
-6.3K
- 49.98%
N/A
6.3K $306M
ABBV
Abb Vie Inc.

Healthcare
-1.12K
- 12.61%
$211.96 - $244.38 $238K - $275K
7.79K $1.78B
PANW
Palo Alto Networks Inc

Technology
-1.1K
- 30.69%
$204.77 - $221.38 $225K - $244K
2.48K $458M
First Tr Exchng Traded Fd Vi
-10.7K
- 20.58%
N/A
41.1K $1.09B
MO
Altria Group, Inc.

Consumer Defensive
-2.78K
- 29.08%
$56.38 - $66.65 $157K - $185K
6.78K $391M
Celestica Inc
-1.14K
- 50.46%
N/A
1.12K $331M
SYK
Stryker Corp

Healthcare
-541
- 27.34%
$353.81 - $388.35 $191K - $210K
1.44K $505M
Blackrock ETF Trust
-5.45K
- 25.14%
N/A
16.2K $540M
AJG
Arthur J. Gallagher & Co.

Financial Services
-78
- 2.24%
$242.98 - $310.48 $19K - $24.2K
3.4K $881M
Blackrock ETF Trust
-5.36K
- 27.72%
N/A
14K $539M
C
Citigroup Inc

Financial Services
-3.89K
- 21.04%
$93.93 - $102.87 $365K - $400K
14.6K $1.7B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-337
- 5.07%
$475.68 - $513.11 $160K - $173K
6.31K $3.17B
CRWD
Crowd Strike Holdings, Inc.

Technology
-231
- 8.32%
$482.23 - $557.53 $111K - $129K
2.55K $1.19B
QRFT
Qraft Ai Enhanced U S Large Ca

ETFs
-2.79K
- 39.93%
$59.73 - $62.88 $167K - $175K
4.2K $262M
AFMC
First Tr Exchange Traded Fd Vi

ETFs
-3.99K
- 33.55%
$32.83 - $34.38 $131K - $137K
7.91K $273M
IWM
Ishares Russell 2000 ETF

ETFs
-619
- 14.7%
$236.79 - $250.33 $147K - $155K
3.59K $884M
ABT
Abbott Laboratories

Healthcare
-435
- 5.4%
$123.62 - $134.59 $53.8K - $58.5K
7.63K $955M
AOA
Ishares Tr Core Aggressive All

ETFs
-1.52K
- 12.29%
$86.51 - $90.12 $131K - $137K
10.8K $969M
VZ
Verizon Communications Inc

Communication Services
-1.6K
- 10.63%
$38.4 - $43.83 $61.5K - $70.2K
13.5K $548M
APP
App Lovin Corp

Technology
-116
- 15.3%
$552.64 - $704.09 $64.1K - $81.7K
642 $433M
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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