World Equity Group, Inc. Portfolio Holdings

World Equity Group, Inc.

$466 Billion
Q4 2024

World Equity Group, Inc. has filed its 13F form on February 04, 2025 for Q4 2024 where it was disclosed a total value porftolio of $466 Billion distributed in 391 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $26B, Apple Inc. with a value of $20.2B, Spdr S&P 500 ETF Trust with a value of $15.3B, First Tr Long/Short Equity ETF with a value of $14.3B, and Nvidia Corp with a value of $14.2B.

Examining the 13F form we can see an increase of $190B in the current position value, from $277B to 466B.

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 $466 Billion

ETFs: $229 Billion

Technology: $82.2 Billion

Financial Services: $25.3 Billion

Consumer Cyclical: $22.3 Billion

Communication Services: $17.8 Billion

Healthcare: $16.3 Billion

Consumer Defensive: $15 Billion

Industrials: $14.9 Billion

Other: $20 Billion

Stock Holdings Table ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPY Spdr S&P 500 ETF Trust ETFs	$0	$15.3 Billion 3.28% of portfolio	26,090	Q4 2024 Added 107.91%
FTLS First Tr Long/Short Equity ETF ETFs	$0	$14.3 Billion 3.06% of portfolio	216,628	Q4 2024 Added 51.27%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$10.6 Billion 2.28% of portfolio	20,818	Q4 2024 Added 15.72%
BUFR First Tr Ex Td Viii Ft Cboe Ve ETFs	$0	$8.39 Billion 1.8% of portfolio	275,464	Q4 2024 Added 5.12%
GLD Spdr Gold Trust ETFs	$91.4B	$6.92 Billion 1.48% of portfolio	28,582	Q4 2024 Added 107.3%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$6.08 Billion 1.3% of portfolio	11,288	Q4 2024 Added 118.8%
VEA Vanguard Ftse Developed Market ETFs	$0	$5.53 Billion 1.19% of portfolio	115,610	Q4 2024 Added 208.29%
IVV Ishares Core S&P 500 ETF ETFs	$0	$5.37 Billion 1.15% of portfolio	9,119	Q4 2024 Added 21.83%
FDL First Tr Morningstar Dividend ETFs	$0	$5.26 Billion 1.13% of portfolio	130,601	Q4 2024 Added 3.01%
XLY Select Sector Spdr Consumer Di ETFs	$0	$4.52 Billion 0.97% of portfolio	20,144	Q4 2024 New
BUFG Ft Exch Trd Fd Viii Cboe Vest ETFs	$0	$4.47 Billion 0.96% of portfolio	182,356	Q4 2024 Added 5.61%
SECT Sector 10, Inc. ETFs	$0	$4.48 Billion 0.96% of portfolio	81,474	Q4 2024 Added 208.63%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$4.4 Billion 0.94% of portfolio	38,192	Q4 2024 Added 105.22%
SDVY First Tr ETF Vi Smid Cap Risin ETFs	$0	$4.34 Billion 0.93% of portfolio	121,054	Q4 2024 Added 4.37%
VFH Vanguard Financial ETF ETFs	$0	$4.12 Billion 0.88% of portfolio	34,882	Q4 2024 New
IYF Ishares Tr ETFs	$0	$4.01 Billion 0.86% of portfolio	36,258	Q4 2024 New
BUFQ First Tr Ex Tr Fd Viii Ft Cboe ETFs	$0	$3.97 Billion 0.85% of portfolio	126,308	Q4 2024 Reduced 8.77%
XITK Spdr Ser Tr Factset Innovative ETFs	$0	$3.95 Billion 0.85% of portfolio	22,726	Q4 2024 New
CFO Victory Portfolios Ii Shs Us 5 ETFs	$0	$3.92 Billion 0.84% of portfolio	56,853	Q4 2024 Added 186.02%
VUG Vanguard Growth ETF ETFs	$0	$3.87 Billion 0.83% of portfolio	9,436	Q4 2024 Added 407.04%
TQQQ Proshares Ultrapro Qqq ETFs	$0	$3.8 Billion 0.81% of portfolio	48,016	Q4 2024 Added 35.64%
XLK Technology Sector Spdr ETFs	$0	$3.34 Billion 0.72% of portfolio	14,368	Q4 2024 Added 73.95%
EFV Msci Eafe Value ETF ETFs	$0	$3.3 Billion 0.71% of portfolio	62,977	Q4 2024 Added 17.9%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$2.98 Billion 0.64% of portfolio	109,236	Q4 2024 Added 663.41%
VTV Vanguard Value ETF ETFs	$0	$2.95 Billion 0.63% of portfolio	17,414	Q4 2024 Added 403.59%
RDVY First Trust Rising Dividend Ac ETFs	$0	$2.31 Billion 0.5% of portfolio	39,098	Q4 2024 Reduced 13.1%
XLF Financial Sector Spdr ETFs	$0	$2.34 Billion 0.5% of portfolio	48,440	Q4 2024 Added 108.1%
FICS First Tr Exchange Traded Fd Vi ETFs	$0	$2.31 Billion 0.5% of portfolio	68,009	Q4 2024 Added 6.27%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$2.25 Billion 0.48% of portfolio	50,976	Q4 2024 Added 190.63%
VB Vanguard Small Cap ETF ETFs	$0	$1.84 Billion 0.39% of portfolio	7,646	Q4 2024 Added 160.96%
FNDX Schwab Fundamental U S Large C ETFs	$0	$1.82 Billion 0.39% of portfolio	76,846	Q4 2024 Added 496.82%
BKHY Bny Mellon ETF Tr High Yield B ETFs	$0	$1.82 Billion 0.39% of portfolio	38,145	Q4 2024 Added 765.75%
TDIV First Trust Nasdaq Technology ETFs	$0	$1.75 Billion 0.38% of portfolio	22,320	Q4 2024 Reduced 27.39%
XLI Industrial Sector Spdr ETFs	$0	$1.78 Billion 0.38% of portfolio	13,512	Q4 2024 Added 105.57%
IWM Ishares Russell 2000 ETF ETFs	$0	$1.68 Billion 0.36% of portfolio	7,622	Q4 2024 Added 105.67%
COWZ Pacer Fds Tr Us Cash Cows 100 ETFs	$0	$1.69 Billion 0.36% of portfolio	29,990	Q4 2024 Added 118.44%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$1.63 Billion 0.35% of portfolio	16,029	Q4 2024 Added 18.43%
IUSB Ishares Core Total Usd Bond Ma ETFs	$0	$1.6 Billion 0.34% of portfolio	35,464	Q4 2024 Added 20.23%
VTI Vanguard Total Stock Market Et ETFs	$0	$1.53 Billion 0.33% of portfolio	5,286	Q4 2024 Added 97.83%
VONG Vanguard Russell 1000 Growth E ETFs	$0	$1.47 Billion 0.32% of portfolio	14,266	Q4 2024 Added 185.83%
IFRA Ishares Tr ETFs	$0	$1.39 Billion 0.3% of portfolio	29,992	Q4 2024 Added 109.84%
BNDX Vanguard Total International B ETFs	$0	$1.38 Billion 0.3% of portfolio	28,124	Q4 2024 Added 374.11%
IYW Ishares Dj Us Tech ETF ETFs	$0	$1.41 Billion 0.3% of portfolio	8,844	Q4 2024 Added 29.98%
SPMO Invesco ETF Tr Ii S&P 500 Mome ETFs	$0	$1.29 Billion 0.28% of portfolio	13,546	Q4 2024 New
XMMO Invesco Exchange Traded Fd Tr ETFs	$0	$1.17 Billion 0.25% of portfolio	9,445	Q4 2024 Added 110.22%
VO Vanguard Mid Cap ETF ETFs	$0	$1.1 Billion 0.24% of portfolio	4,156	Q4 2024 Added 106.66%
JEPQ J P Morgan ETF Tr Nasdaq Equit ETFs	$0	$1.08 Billion 0.23% of portfolio	19,152	Q4 2024 New
QUAL Ishares Msci Usa Quality Facto ETFs	$0	$1.09 Billion 0.23% of portfolio	6,124	Q4 2024 Added 62.92%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$1.06 Billion 0.23% of portfolio	15,310	Q4 2024 New
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$1.07 Billion 0.23% of portfolio	13,874	Q4 2024 New

Summary

Portfolio
No. of Stocks 391
Current Value $466 Billion
Prior Value $277 Billion
Filing
Period Q4 2024
Filing Date February 04, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 144 stocks
Additional Purchases 174 stocks
Sold out of 0 stocks
Reduced holdings in 34 stocks

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World Equity Group, Inc. Portfolio Holdings