World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

  • $441 Billion
  • Q3 2025

World Equity Group, Inc. has filed its 13F form on October 24, 2025 for Q3 2025 where it was disclosed a total value porftolio of $441 Billion distributed in 347 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $28B, First Tr Long/Short Equity ETF with a value of $20.1B, Microsoft Corp with a value of $18.3B, Invesco Qqq Trust, Series 1 with a value of $14.8B, and Nvidia Corp with a value of $13.6B.

Examining the 13F form we can see an increase of $74B in the current position value, from $367B to 441B.

World Equity Group, Inc. is based out at Schaumburg, IL

Below you can find more details about World Equity Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $441 Billion
ETFs: $204 Billion
Technology: $88.6 Billion
Financial Services: $25.3 Billion
Consumer Cyclical: $20.5 Billion
Communication Services: $18.2 Billion
Consumer Defensive: $17.2 Billion
Industrials: $12.6 Billion
Healthcare: $12.5 Billion
Other: $15.7 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$28 Billion 6.35% of portfolio
109,933
Q3 2025 Added 31.64%
$3.78T
$18.3 Billion 4.15% of portfolio
35,339
Q3 2025 Added 20.35%
$465B
$13.6 Billion 3.09% of portfolio
72,870
Q3 2025 Added 28.92%
$2.39T
$8.54 Billion 1.94% of portfolio
38,890
Q3 2025 Added 26.68%
$404B
$8.47 Billion 1.92% of portfolio
9,145
Q3 2025 Added 544.92%
$342B
$7.42 Billion 1.69% of portfolio
40,695
Q3 2025 Added 2.49%
$1.37T
$6.41 Billion 1.46% of portfolio
8,736
Q3 2025 Reduced 45.38%
$1.65T
$5.15 Billion 1.17% of portfolio
21,158
Q3 2025 Added 19.42%
$1.29T
$4.67 Billion 1.06% of portfolio
10,493
Q3 2025 Added 15.92%
$413B
$3.78 Billion 0.86% of portfolio
73,188
Q3 2025 Added 21.84%
$662B
$3.34 Billion 0.76% of portfolio
6,648
Q3 2025 Added 1.95%
$139B
$3.13 Billion 0.71% of portfolio
9,482
Q3 2025 Added 15.45%
$279B
$3.1 Billion 0.7% of portfolio
30,098
Q3 2025 Reduced 3.47%
$490B
$2.87 Billion 0.65% of portfolio
25,451
Q3 2025 Reduced 1.62%
$881B
$2.67 Billion 0.61% of portfolio
8,472
Q3 2025 Added 26.88%
$1.74T
$2.62 Billion 0.59% of portfolio
10,749
Q3 2025 Added 2.67%
$367B
$2.22 Billion 0.5% of portfolio
5,487
Q3 2025 Added 24.62%
$533B
$2.15 Billion 0.49% of portfolio
6,311
Q3 2025 Added 40.09%
$414B
$2.06 Billion 0.47% of portfolio
8,912
Q3 2025 Added 5.91%
$265B
$1.98 Billion 0.45% of portfolio
2,481
Q3 2025 Added 2.52%
$190B
$1.88 Billion 0.43% of portfolio
18,489
Q3 2025 Added 31.18%
$346B
$1.81 Billion 0.41% of portfolio
11,801
Q3 2025 Added 3.22%
$224B
$1.79 Billion 0.41% of portfolio
5,876
Q3 2025 Reduced 51.22%
$291B
$1.81 Billion 0.41% of portfolio
3,794
Q3 2025 Added 2.82%
$303B
$1.77 Billion 0.4% of portfolio
11,356
Q3 2025 Added 33.99%
$140B
$1.59 Billion 0.36% of portfolio
4,255
Q3 2025 Reduced 0.49%
$1.46T
$1.52 Billion 0.35% of portfolio
5,459
Q3 2025 Added 12.28%
$971B
$1.51 Billion 0.34% of portfolio
1,973
Q3 2025 Added 76.63%
$5.08B
$1.5 Billion 0.34% of portfolio
131,600
Q3 2025 Reduced 4.84%
$1.33B
$1.44 Billion 0.33% of portfolio
14,688
Q3 2025 Added 3.06%
$306B
$1.39 Billion 0.32% of portfolio
20,979
Q3 2025 Reduced 3.32%
$115B
$1.36 Billion 0.31% of portfolio
2,776
Q3 2025 Added 20.64%
$266B
$1.31 Billion 0.3% of portfolio
4,633
Q3 2025 Reduced 3.48%
$522B
$1.26 Billion 0.29% of portfolio
6,784
Q3 2025 Reduced 35.64%
$228B
$1.08 Billion 0.25% of portfolio
8,061
Q3 2025 Reduced 5.84%
$79.6B
$1.06 Billion 0.24% of portfolio
8,591
Q3 2025 Added 209.81%
$54.4B
$1.08 Billion 0.24% of portfolio
3,481
Q3 2025 Added 8.92%
$49.1B
$1 Billion 0.23% of portfolio
835
Q3 2025 Added 10.6%
$319B
$949 Million 0.22% of portfolio
13,876
Q3 2025 Reduced 10.05%
$104B
$986 Million 0.22% of portfolio
3,358
Q3 2025 Reduced 5.17%
$388B
$956 Million 0.22% of portfolio
5,910
Q3 2025 Added 11.59%
$300B
$954 Million 0.22% of portfolio
2,755
Q3 2025 New
$160B
$929 Million 0.21% of portfolio
4,686
Q3 2025 Added 9.59%
$235B
$876 Million 0.2% of portfolio
10,362
Q3 2025 Reduced 14.46%
$405B
$835 Million 0.19% of portfolio
862
Q3 2025 Added 218.08%
$98.6B
$778 Million 0.18% of portfolio
8,204
Q3 2025 Added 103.62%
$45.6B
$785 Million 0.18% of portfolio
17,449
Q3 2025 Reduced 0.01%
$85.9B
$738 Million 0.17% of portfolio
3,343
Q3 2025 Added 107.77%
$141B
$731 Million 0.17% of portfolio
28,708
Q3 2025 Reduced 34.48%

Summary

  • Portfolio
  • No. of Stocks 347
  • Current Value $441 Billion
  • Prior Value $367 Billion
  • Filing
  • Period Q3 2025
  • Filing Date October 24, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 60 stocks
  • Additional Purchases 174 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 101 stocks
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