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CIK: 0000878770
Total reported value
$446.6M
$446.6M
317 檔
16.7%
According to the latest 13F quarterly dataset, World Equity Group, Inc. managed an equity portfolio of $446.6M at the end of Q2 2025, spanning 317 distinct U.S. exchange-listed positions.
During Q2 2025, World Equity Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 317 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FTLS | First Trust Long/short Eqty | ETF-Other | 4.74% | — | +10.37% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 4.65% | -0.18% | -24.35% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.98% | -0.38% | -22.94% | |
| 4 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.76% | +0.45% | +20.52% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.22% | -0.11% | +123.19% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.15% | -11.06% | |
| 7 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 2.27% | -0.06% | -8.59% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.14% | +2.17% | -2.56% | |
| 9 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.84% | +0.02% | -3.74% | |
| 10 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.70% | — | +7.00% | |
| 11 | GLD | Spdr Gold Shares | ETF-Commodities | 1.53% | +0.72% | +13.99% | |
| 12 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 1.48% | -0.40% | -20.86% | |
| 13 | AFMC | First Trust Active Factor Mi | ETF-Other | 1.43% | — | +506.07% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 1.36% | +0.23% | -27.66% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.20% | -0.16% | +2.77% | |
| 16 | BUFG | Ft Vest Buffered Allocation | ETF-Other | 1.18% | -0.05% | -8.62% | |
| 17 | BUFQ | Ft Vst Lad Nsdq Buf Etf-usdi | ETF-Other | 1.05% | -0.04% | -6.26% | |
| 18 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.04% | -0.02% | +22.90% | |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | -0.13% | +96.00% | |
| 20 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.93% | -0.03% | -5.73% | |
| 21 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.90% | -0.08% | +0.92% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.86% | -0.01% | +6.94% | |
| 23 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | +0.11% | -13.21% | |
| 24 | WMT | Walmart Inc | Stock-Consumer Staples | 0.83% | -0.24% | -11.28% | |
| 25 | FICS | Ft International Dev Cap Str | ETF-Other | 0.82% | — | +2.77% | |
| 26 | RDVY | First Trust Rising Dividend | ETF-Other | 0.79% | — | +8.46% | |
| 27 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.78% | +0.17% | -5.66% | |
| 28 | BAC | Bank Of America CORP | Stock-Financials | 0.78% | — | +0.10% | |
| 29 | TPL | Texas Pacific Land CORP | Stock-Energy | 0.77% | -0.16% | -0.89% | |
| 30 | XOM | Exxon Mobil CORP | Stock-Energy | 0.76% | -0.36% | +3.27% | |
| 31 | TDIV | Ft Nasdaq Tech Dvd Index Fd | ETF-Tech | 0.62% | — | +7.17% | |
| 32 | AVGO | Broadcom Inc | Stock-Tech | 0.62% | -0.72% | +3.91% | |
| 33 | SECT | Main Sector Rotation ETF | ETF-Other | 0.61% | +0.15% | -11.48% | |
| 34 | VUG | Vanguard Growth ETF | ETF-Other | 0.59% | -0.08% | +0.28% | |
| 35 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.56% | -0.01% | +0.20% | |
| 36 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.03% | +0.92% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.51% | +0.16% | +7.88% | |
| 38 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.51% | — | -55.28% | |
| 39 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.51% | +0.09% | +13.63% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.04% | +2.07% | |
| 41 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-Other | 0.48% | — | +76.91% | |
| 42 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.47% | -0.05% | +17.15% | |
| 43 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.47% | -0.10% | +3.86% | |
| 44 | UXJA | Ft Useq Uncppdaccl ETF - Jan | ETF-Other | 0.46% | +0.35% | +3.15% | |
| 45 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.46% | +0.02% | -43.76% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.44% | -0.02% | -24.86% | |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.44% | -0.07% | -17.57% | |
| 48 | V | Visa Inc-class A Shares | Stock-Financials | 0.44% | — | -36.16% | |
| 49 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | — | -30.03% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.43% | +0.01% | -4.00% |
According to official SEC Form 13F filings, World Equity Group, Inc. reported a total U.S. public equity portfolio value of $446.6M across 317 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including FTLS, AAPL, MSFT) accounted for 16.7% of total reported equity market value during Q2 2025.
During Q2 2025, World Equity Group, Inc.'s top holdings by market value included FTLS (4.7%)、AAPL (4.7%)、MSFT (4.0%). The largest single position, FTLS, represented 4.7% of total portfolio value.
In Q2 2025, World Equity Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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