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
Super Micro Computer Inc
-
$446 Million 0.1% of portfolio
-
Q3 2025 Added 1.33%
$123B
$451 Million 0.1% of portfolio
1,599
Q3 2025 Added 1.33%
$67.3B
$438 Million 0.1% of portfolio
12,527
Q3 2025 New
$0
$449 Million 0.1% of portfolio
10,605
Q3 2025 Added 0.38%
$0
$420 Million 0.1% of portfolio
20,290
Q3 2025 Added 5.0%
$50B
$430 Million 0.1% of portfolio
7,985
Q3 2025 Reduced 7.82%
$0
$432 Million 0.1% of portfolio
13,223
Q3 2025 Reduced 4.22%
$19.9B
$420 Million 0.1% of portfolio
4,766
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$421 Million 0.1% of portfolio
-
Q3 2025 Reduced 1.19%
$0
$454 Million 0.1% of portfolio
2,229
Q3 2025 Added 2.86%
$0
$432 Million 0.1% of portfolio
4,538
Q3 2025 Reduced 7.58%
$3.67B
$390 Million 0.09% of portfolio
18,854
Q3 2025 Added 29.43%
$0
$404 Million 0.09% of portfolio
541
Q3 2025 Reduced 4.08%
$0
$407 Million 0.09% of portfolio
3,601
Q3 2025 Added 5.51%
$17.2B
$382 Million 0.09% of portfolio
3,448
Q2 2025 Reduced 0.75%
$20.1B
$395 Million 0.09% of portfolio
697
Q3 2025 Added 1.75%
$55.8B
$409 Million 0.09% of portfolio
2,952
Q3 2025 Reduced 21.01%
$147B
$408 Million 0.09% of portfolio
4,179
Q3 2025 Added 8.24%
$418B
$378 Million 0.09% of portfolio
2,114
Q3 2025 Added 0.09%
Neos ETF Trust
-
$396 Million 0.09% of portfolio
-
Q3 2025 Added 9.03%
$0
$397 Million 0.09% of portfolio
27,500
Q3 2025 Added 2.8%
$0
$407 Million 0.09% of portfolio
21,648
Q2 2025 Added 55.99%
$10.4B
$352 Million 0.08% of portfolio
5,253
Q3 2025 New
Ge Vernova Inc
-
$347 Million 0.08% of portfolio
-
Q3 2025 Added 4.83%
$47.7B
$349 Million 0.08% of portfolio
700
Q2 2025 Added 16.67%
$45.2B
$355 Million 0.08% of portfolio
626
Q3 2025 Added 24.7%
$96.4B
$349 Million 0.08% of portfolio
2,821
Q3 2025 Reduced 15.11%
$73.7B
$335 Million 0.08% of portfolio
1,222
Q3 2025 Added 0.16%
$0
$339 Million 0.08% of portfolio
3,067
Q3 2025 Reduced 0.65%
$136B
$367 Million 0.08% of portfolio
1,553
Q3 2025 Added 1.97%
$0
$336 Million 0.08% of portfolio
725
Q3 2025 Reduced 60.94%
$82.2B
$353 Million 0.08% of portfolio
1,564
Q3 2025 New
Innovator Etfs Trust
-
$350 Million 0.08% of portfolio
-
Q3 2025 New
$0
$357 Million 0.08% of portfolio
8,956
Q3 2025 Added 27.52%
T Rowe Price ETF Inc
-
$332 Million 0.08% of portfolio
-
Q3 2025 New
$177B
$335 Million 0.08% of portfolio
1,826
Q3 2025 Added 0.11%
$0
$356 Million 0.08% of portfolio
4,087
Q3 2025 Reduced 57.02%
First Tr Exchng Traded Fd Vi
-
$366 Million 0.08% of portfolio
-
Q3 2025 Reduced 1.71%
$0
$352 Million 0.08% of portfolio
6,931
Q3 2025 Added 4.9%
$0
$341 Million 0.08% of portfolio
17,412
Q3 2025 Added 13.33%
$593B
$341 Million 0.08% of portfolio
1,214
Q3 2025 Added 2.36%
$0
$345 Million 0.08% of portfolio
2,924
Q3 2025 New
$0
$333 Million 0.08% of portfolio
16,889
Q3 2025 Added 4.74%
$92.7B
$361 Million 0.08% of portfolio
1,385
Q3 2025 Reduced 51.84%
$17.7B
$340 Million 0.08% of portfolio
3,443
Q2 2025 New
$107B
$339 Million 0.08% of portfolio
447
Q3 2025 Added 1.36%
$57.9B
$339 Million 0.08% of portfolio
1,579
Q3 2025 Reduced 22.29%
$954M
$340 Million 0.08% of portfolio
9,454
Q3 2025 Added 0.11%
$151B
$357 Million 0.08% of portfolio
1,013
Q3 2025 New

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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