WORLD EQUITY GROUP, INC.

RIA/Wealth

WORLD EQUITY GROUP, INC. is a RIA/Wealth based in Schaumburg, IL led by Craig Michael Gould, reporting $944.8M in AUM as of Q3 2025 with 48% ETF concentration.

CEOCraig Michael Gould

Portfolio Value: $433.4M
Positions: 336
Top Holding: AAPL at 6.46%
Last Reported: Q3 2025

Address425 N Martingale Rd, Suite 1220, Schaumburg, IL, 60173, United States

Top Holdings

Largest long holdings in WORLD EQUITY GROUP, INC.'s portfolio (31.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$28.0M	6.46%	+$6.7M Bought	0.00% 109.9K shares	Q1 2022 Held for 3y 8m
2 First Trust Long/Short Equity ETF FTLS	ETF ETF	$20.1M	4.64%	+$1.8M Bought	— 287.7K shares	Q1 2024 Held for 1y 8m
3 Microsoft MSFT	Software - Infrastructure Technology	$18.3M	4.22%	+$3.1M Bought	0.00% 35.3K shares	Q1 2022 Held for 3y 8m
4 Invesco QQQ Trust QQQ	ETF ETF	$14.8M	3.42%	-$184.3K Sold	— 24.7K shares	Q1 2022 Held for 3y 8m
5 Nvidia NVDA	Semiconductors Technology	$13.6M	3.14%	+$3.1M Bought	0.00% 72.9K shares	Q1 2022 Held for 3y 8m
6 FT Vest Laddered Buffer BUFR	ETF ETF	$9.0M	2.08%	+$263.6K Bought	— 269.1K shares	Q2 2022 Held for 3y 5m
7 SPDR S&P 500 ETF Trust SPY	ETF ETF	$8.8M	2.03%	+$359.1K Bought	— 13.2K shares	Q1 2022 Held for 3y 8m
8 Amazon AMZN	Specialty Retail Consumer Cyclical	$8.5M	1.97%	+$1.8M Bought	0.00% 38.9K shares	Q1 2022 Held for 3y 8m
9 Costco Wholesale COST	Discount Stores Consumer Defensive	$8.5M	1.95%	+$7.2M Bought	0.00% 9.1K shares	Q1 2022 Held for 3y 8m
10 Palantir Technologies Inc. PLTR	Software - Infrastructure Technology	$7.4M	1.71%	+$180.6K Bought	0.00% 40.7K shares	Q1 2022 Held for 3y 8m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WORLD EQUITY GROUP, INC.'s latest filing

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Market Value

$433.4M

Prior: $362.9M

Q/Q Change

+19.44%

+$70.6M

Net Flows % of MV

+6.78%

Turnover Ratio

12.36%

New Purchases

31 stocks

$11.2M

Added To

171 stocks

+$53.7M

Sold Out Of

30 stocks

$14.8M

Reduced Holdings

99 stocks

-$20.7M

Increased Positions

Position	Shares Δ	Change
1 iShares U.S. Aerospace & Defense ITA	New	0 → 4.3K +$889.4K
2 Credo Technology Group Holding Ltd CRDO	New	0 → 4.8K +$705.8K
3 Amplify Global Cloud Technology IVES	New	0 → 21.5K +$689.4K
4 Robinhood Markets, Inc. HOOD	New	0 → 4.2K +$598.1K
5 FT Vest U.S. Equity Moderate Buffer ETF GSEP	New	0 → 14.1K +$537.0K

Decreased Positions

Position	Shares Δ	Change
1 First Trust NASDAQ Technology Dividend Index Fund TDIV	Sold	25.3K → 0 −$2.3M
2 Marathon Petroleum MPC	Sold	5.0K → 0 −$831.7K
3 IFRA iShares U.S. Infrastructure IFRA	Sold	15.1K → 0 −$744.8K
4 MasTec MTZ	Sold	4.1K → 0 −$705.9K
5 Comcast CMCSA	Sold	18.7K → 0 −$666.1K

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Analytics

Portfolio insights and performance metrics for WORLD EQUITY GROUP, INC.

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Sector Allocation

ETF

47.60%

Technology

20.80%

Financial Services

4.80%

Consumer Cyclical

4.60%

Communication Services

4.00%

Consumer Defensive

4.00%

Healthcare

2.90%

Industrials

2.60%

Energy

1.90%

Utilities

0.90%

Real Estate

0.70%

Basic Materials

0.40%

Market Cap Distribution

Mega Cap (> $200B)

35.48%

Large Cap ($10B - $200B)

10.51%

Mid Cap ($2B - $10B)

1.49%

Small Cap ($300M - $2B)

0.34%

Micro Cap ($50M - $300M)

0.07%

N/A (ETF or Unknown)

52.12%

Portfolio Concentration

Top 10 Holdings %

31.63%

Top 20 Holdings %

43.99%

Top 50 Holdings %

61.9%

Top 100 Holdings %

76.9%