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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$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%
$0
$1.77 Billion 0.4% of portfolio
6,024
Q3 2025 Added 1.31%
$303B
$1.77 Billion 0.4% of portfolio
11,356
Q3 2025 Added 33.99%
$0
$1.67 Billion 0.38% of portfolio
30,943
Q3 2025 Added 37.84%
$0
$1.62 Billion 0.37% of portfolio
8,305
Q3 2025 Added 7.23%
$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%
$0
$1.54 Billion 0.35% of portfolio
26,840
Q3 2025 Added 4.64%
$0
$1.54 Billion 0.35% of portfolio
14,728
Q3 2025 Reduced 11.01%
$0
$1.55 Billion 0.35% of portfolio
4,670
Q3 2025 Added 107.93%
$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%
$0
$1.43 Billion 0.33% of portfolio
7,688
Q3 2025 Reduced 5.93%
$0
$1.42 Billion 0.32% of portfolio
6,888
Q3 2025 Added 36.07%
$0
$1.39 Billion 0.32% of portfolio
29,778
Q3 2025 Reduced 1.07%
$0
$1.36 Billion 0.31% of portfolio
24,141
Q3 2025 Added 42.11%
$115B
$1.36 Billion 0.31% of portfolio
2,776
Q3 2025 Added 20.64%
$0
$1.38 Billion 0.31% of portfolio
25,399
Q3 2025 Reduced 2.09%
First Tr Exchng Traded Fd Vi
-
$1.34 Billion 0.3% of portfolio
-
Q3 2025 Added 4.96%
$0
$1.34 Billion 0.3% of portfolio
5,279
Q3 2025 Reduced 2.04%
$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%
$0
$1.24 Billion 0.28% of portfolio
18,882
Q3 2025 Added 49.04%
First Tr Exchng Traded Fd Vi
-
$1.2 Billion 0.27% of portfolio
-
Q3 2025 Added 5.95%
$0
$1.2 Billion 0.27% of portfolio
8,888
Q3 2025 Added 17.19%
$0
$1.2 Billion 0.27% of portfolio
16,229
Q3 2025 Reduced 0.64%
$0
$1.2 Billion 0.27% of portfolio
28,639
Q3 2025 Added 107.68%
First Tr Exchng Traded Fd Vi
-
$1.21 Billion 0.27% of portfolio
-
Q3 2025 New
$0
$1.14 Billion 0.26% of portfolio
52,606
Q3 2025 Added 1.54%
$0
$1.14 Billion 0.26% of portfolio
25,778
Q3 2025 Added 4.64%
$0
$1.15 Billion 0.26% of portfolio
42,491
Q3 2025 Added 5.15%
First Tr Exchng Traded Fd Vi
-
$1.16 Billion 0.26% of portfolio
-
Q3 2025 Reduced 37.04%
$228B
$1.08 Billion 0.25% of portfolio
8,061
Q3 2025 Reduced 5.84%
First Tr Exchange Traded Fd
-
$1.11 Billion 0.25% of portfolio
-
Q3 2025 Added 37.72%
$0
$1.09 Billion 0.25% of portfolio
12,341
Q3 2025 Added 2.58%
$79.6B
$1.06 Billion 0.24% of portfolio
8,591
Q3 2025 Added 209.81%
Ishares Bitcoin Trust ETF
-
$1.07 Billion 0.24% of portfolio
-
Q3 2025 Added 79.97%
$54.4B
$1.08 Billion 0.24% of portfolio
3,481
Q3 2025 Added 8.92%
$0
$1.05 Billion 0.24% of portfolio
3,213
Q3 2025 Added 13.17%
$49.1B
$1 Billion 0.23% of portfolio
835
Q3 2025 Added 10.6%
$0
$1.02 Billion 0.23% of portfolio
4,210
Q3 2025 Added 14.75%
$0
$1.02 Billion 0.23% of portfolio
6,605
Q3 2025 Added 8.87%
$319B
$949 Million 0.22% of portfolio
13,876
Q3 2025 Reduced 10.05%
First Tr Exchng Traded Fd Vi
-
$971 Million 0.22% of portfolio
-
Q3 2025 Reduced 2.84%
$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%

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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