WE
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WORLD EQUITY GROUP, INC.13F | |
| WORLD EQUITY GROUP, INC. | |
| Last update 2025-07-15 | 317 Stocks (62 new) |
| Value $367.00 Mil | Turnover 15 % |
WORLD EQUITY GROUP, INC. Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FTLS | First Trust Long/Short Equity ETF | 261,966 | 17,363.1 | +10.37% | 4.740 | +0.45% | 0.860 | +6.72% | +1.48% | 1,962.1 | ||
AAPL | Apple Inc | 83,511 | 17,031.2 | -24.35% | 4.650 | -1.72% | 0.000 | +4.98% | -14.13% | 3,203,884.0 | Hardware | |
MSFT | Microsoft Corp | 29,363 | 14,605.1 | -22.94% | 3.980 | -0.99% | 0.000 | +35.27% | +20.39% | 3,757,150.9 | Software | |
QQQ | INVESCO QQQ Trust | 25,005 | 13,793.8 | +20.52% | 3.760 | +0.64% | 0.000 | +24.12% | +10.52% | 359,319.5 | ||
META | Meta Platforms Inc | 15,994 | 11,804.1 | +123.19% | 3.220 | +1.78% | 0.000 | +37.23% | +22.05% | 1,793,796.5 | Interactive Media | |
NVDA | NVIDIA Corp | 56,522 | 8,929.9 | -11.06% | 2.440 | -0.22% | 0.000 | +66.56% | +27.41% | 4,171,850.1 | Semiconductors | |
BUFR | FT Vest Laddered Buffer ETF | 261,244 | 8,307.5 | -8.59% | 2.270 | -0.21% | 0.120 | +12.30% | +6.04% | 7,072.7 | ||
SPY | SPDR S&P 500 ETF Trust | 12,687 | 7,838.7 | -2.56% | 2.140 | -0.05% | 0.000 | +18.65% | +8.72% | 653,520.5 | ||
AMZN | Amazon.com Inc | 30,700 | 6,735.3 | -3.74% | 1.840 | -0.06% | 0.000 | +26.48% | +4.12% | 2,424,987.2 | Retail - Cyclical | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 148,794 | 6,230.0 | +7.00% | 1.700 | +0.11% | 0.110 | +9.04% | +10.05% | 5,649.8 |
WORLD EQUITY GROUP, INC.'s Historical Top Holdings Breakdowns
WORLD EQUITY GROUP, INC.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
COST | Costco Wholesale Corp | 2025-06-30 | Reduce Reduce | -2.22% | 908.13 ($993.18) 1056.85 | $942.90 | -5.06% | Reduce -85.26% | 1,418 | -8,204 | |
META | Meta Platforms Inc | 2025-06-30 | Add Add | +1.78% | 484.66 ($617.26) 738.09 | $713.43 | 15.58% | Add 123.19% | 15,994 | 8,828 | |
AAPL | Apple Inc | 2025-06-30 | Reduce Reduce | -1.72% | 172.42 ($202.27) 223.89 | $214.51 | 6.05% | Reduce -24.35% | 83,511 | -26,886 | |
AFMC |
First Trust Active Factor Mid Cap ETF
First Trust Active Factor Mid Cap ETF
| 2025-06-30 | Add Add | +1.19% | 26.97 ($30.6) 32.13 | $32.94 | 7.65% | Add 506.07% | 163,088 | 136,179 | |
SDVY |
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
| 2025-06-30 | Reduce Reduce | -1.16% | 29.52 ($33.55) 35.31 | $36.58 | 9.02% | Reduce -89.58% | 14,022 | -120,489 | |
MSFT | Microsoft Corp | 2025-06-30 | Reduce Reduce | -0.99% | 354.56 ($433.34) 497.45 | $505.50 | 16.65% | Reduce -22.94% | 29,363 | -8,739 | |
QQQ | INVESCO QQQ Trust | 2025-06-30 | Add Add | +0.64% | 416.06 ($496.89) 551.64 | $563.55 | 13.42% | Add 20.52% | 25,005 | 4,257 | |
IVW | iShares S&P 500 Growth ETF | 2025-06-30 | Reduce Reduce | -0.55% | 82.96 ($98.88) 110.1 | $112.98 | 14.26% | Reduce -55.28% | 16,891 | -20,883 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-06-30 | Reduce Reduce | -0.51% | 187.5 ($222.41) 246.51 | $252.81 | 13.67% | Reduce -86.27% | 1,336 | -8,394 | |
IVV | iShares Core S&P 500 ETF | 2025-06-30 | Reduce Reduce | -0.49% | 498.8 ($573.99) 620.9 | $636.61 | 10.91% | Reduce -27.66% | 8,007 | -3,062 |
WORLD EQUITY GROUP, INC. Total Holding History ($B)
WORLD EQUITY GROUP, INC.'s Asset Allocation
WORLD EQUITY GROUP, INC. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WORLD EQUITY GROUP, INC.'s Hypothetical Growth since 2025-06-30
WORLD EQUITY GROUP, INC.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WORLD EQUITY GROUP, INC.'s Holdings Heat Map
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WORLD EQUITY GROUP, INC.'s Holdings Bubble Chart
WORLD EQUITY GROUP, INC. News
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