WORLD EQUITY GROUP, INC. Portfolio Holdings
Q3 2025•336 long positions•$433.4M portfolio value
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Holding366 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Consumer Electronics Technology | $28.0M 6.46% | +$6.7M Bought | 0.001% 109.9K shares | 83.5K → 109.9K +$6.7M | +31.64% | $3.78T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $20.1M 4.64% | +$1.8M Bought | — 287.7K shares | 262.0K → 287.7K +$1.8M | +9.83% | — — | Q1 2024 Held for 1y 8m | |
Software - Infrastructure Technology | $18.3M 4.22% | +$3.1M Bought | 0.0% 35.3K shares | 29.4K → 35.3K +$3.1M | +20.35% | $3.85T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $14.8M 3.42% | -$184.3K Sold | — 24.7K shares | 25.0K → 24.7K −$184.3K | -1.23% | — — | Q1 2022 Held for 3y 8m | |
Semiconductors Technology | $13.6M 3.14% | +$3.1M Bought | 0.0% 72.9K shares | 56.5K → 72.9K +$3.1M | +28.92% | $4.54T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $9.0M 2.08% | +$263.6K Bought | — 269.1K shares | 261.2K → 269.1K +$263.6K | +3.02% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $8.8M 2.03% | +$359.1K Bought | — 13.2K shares | 12.7K → 13.2K +$359.1K | +4.25% | — — | Q1 2022 Held for 3y 8m | |
Specialty Retail Consumer Cyclical | $8.5M 1.97% | +$1.8M Bought | 0.0% 38.9K shares | 30.7K → 38.9K +$1.8M | +26.68% | $2.34T Mega Cap | Q1 2022 Held for 3y 8m | |
Discount Stores Consumer Defensive | $8.5M 1.95% | +$7.2M Bought | 0.002% 9.1K shares | 1.4K → 9.1K +$7.2M | +544.92% | $410.27B Mega Cap | Q1 2022 Held for 3y 8m | |
Software - Infrastructure Technology | $7.4M 1.71% | +$180.6K Bought | 0.002% 40.7K shares | 39.7K → 40.7K +$180.6K | +2.49% | $432.76B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $7.0M 1.61% | +$515.3K Bought | — 160.7K shares | 148.8K → 160.7K +$515.3K | +7.98% | — — | Q1 2022 Held for 3y 8m | |
Unknown Unknown | $6.7M 1.54% | +$67.0K Bought | — 18.6K shares | 18.4K → 18.6K +$67.0K | +1.02% | — — | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $6.4M 1.48% | -$5.3M Sold | 0.0% 8.7K shares | 16.0K → 8.7K −$5.3M | -45.38% | $1.84T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.9M 1.36% | +$520.8K Bought | — 8.8K shares | 8.0K → 8.8K +$520.8K | +9.72% | — — | Q1 2022 Held for 3y 8m | |
Internet Content & Information Communication Services | $5.1M 1.19% | +$836.7K Bought | 0.0% 21.2K shares | 17.7K → 21.2K +$836.7K | +19.42% | $2.95T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $5.1M 1.17% | +$342.9K Bought | — 74.5K shares | 69.4K → 74.5K +$342.9K | +7.28% | — — | Q1 2022 Held for 3y 8m | |
Auto - Manufacturers Consumer Cyclical | $4.7M 1.08% | +$640.8K Bought | 0.0% 10.5K shares | 9.1K → 10.5K +$640.8K | +15.92% | $1.48T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.6M 1.06% | +$19.8K Bought | — 170.4K shares | 169.7K → 170.4K +$19.8K | +0.43% | — — | Q3 2022 Held for 3y 2m | |
ETF ETF | $4.2M 0.967% | +$63.7K Bought | — 6.8K shares | 6.7K → 6.8K +$63.7K | +1.54% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $4.0M 0.923% | -$38.3K Sold | — 114.8K shares | 115.9K → 114.8K −$38.3K | -0.95% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.0M 0.913% | -$290.5K Sold | — 38.3K shares | 41.1K → 38.3K −$290.5K | -6.83% | — — | Q4 2023 Held for 1y 11m | |
Banks - Diversified Financial Services | $3.8M 0.872% | +$677.3K Bought | 0.001% 73.2K shares | 60.1K → 73.2K +$677.3K | +21.84% | $382.12B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.5M 0.812% | +$3.2M Bought | — 36.4K shares | 2.9K → 36.4K +$3.2M | +1,148.32% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 0.781% | -$81.6K Sold | — 56.5K shares | 57.9K → 56.5K −$81.6K | -2.35% | — — | Q1 2022 Held for 3y 8m | |
Insurance - Diversified Financial Services | $3.3M 0.771% | +$63.8K Bought | 0.0% 6.6K shares | 6.5K → 6.6K +$63.8K | +1.95% | $1.08T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $3.3M 0.754% | +$144.1K Bought | — 48.6K shares | 46.4K → 48.6K +$144.1K | +4.62% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $3.2M 0.73% | +$250.1K Bought | — 82.9K shares | 76.3K → 82.9K +$250.1K | +8.59% | — — | Q2 2023 Held for 2y 5m | |
Semiconductors Technology | $3.1M 0.722% | +$418.6K Bought | 0.0% 9.5K shares | 8.2K → 9.5K +$418.6K | +15.45% | $1.56T Mega Cap | Q1 2022 Held for 3y 8m | |
Discount Stores Consumer Defensive | $3.1M 0.716% | -$111.5K Sold | 0.0% 30.1K shares | 31.2K → 30.1K −$111.5K | -3.47% | $821.68B Mega Cap | Q1 2022 Held for 3y 8m | |
Oil & Gas Integrated Energy | $2.9M 0.662% | -$47.4K Sold | 0.001% 25.5K shares | 25.9K → 25.5K −$47.4K | -1.62% | $480.68B Mega Cap | Q1 2022 Held for 3y 8m | |
Banks - Diversified Financial Services | $2.7M 0.617% | +$566.2K Bought | 0.0% 8.5K shares | 6.7K → 8.5K +$566.2K | +26.88% | $867.35B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.6M 0.607% | +$2.6M Bought | — 34.6K shares | — | — | — — | Q3 2025 Held for 2 months | |
Internet Content & Information Communication Services | $2.6M 0.604% | +$68.2K Bought | 0.0% 10.7K shares | 10.5K → 10.7K +$68.2K | +2.67% | $2.95T Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.6M 0.595% | +$165.9K Bought | — 41.0K shares | 38.3K → 41.0K +$165.9K | +6.87% | — — | Q4 2022 Held for 2y 11m | |
Oil & Gas Exploration & Production Energy | $2.5M 0.57% | -$19.6K Sold | 0.012% 2.6K shares | 2.7K → 2.6K −$19.6K | -0.79% | $21.5B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.4M 0.555% | +$2.1M Bought | — 15.9K shares | 1.9K → 15.9K +$2.1M | +719.78% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $2.3M 0.524% | -$91.1K Sold | — 4.7K shares | 4.9K → 4.7K −$91.1K | -3.85% | — — | Q1 2022 Held for 3y 8m | |
Home Improvement Consumer Cyclical | $2.2M 0.513% | +$439.1K Bought | 0.001% 5.5K shares | 4.4K → 5.5K +$439.1K | +24.62% | $403.32B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.2M 0.5% | -$78.0K Sold | — 18.2K shares | 18.9K → 18.2K −$78.0K | -3.47% | — — | Q1 2022 Held for 3y 8m | |
Financial - Credit Services Financial Services | $2.2M 0.497% | +$616.5K Bought | 0.0% 6.3K shares | 4.5K → 6.3K +$616.5K | +40.09% | $662.60B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.1M 0.492% | +$93.7K Bought | — 17.7K shares | 16.9K → 17.7K +$93.7K | +4.59% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.1M 0.479% | -$18.0K Sold | — 7.4K shares | 7.4K → 7.4K −$18.0K | -0.86% | — — | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.1M 0.477% | +$1.1M Bought | — 54.0K shares | 26.3K → 54.0K +$1.1M | +105.52% | — — | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $2.1M 0.476% | +$115.1K Bought | 0.001% 8.9K shares | 8.4K → 8.9K +$115.1K | +5.91% | $409.03B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $2.0M 0.46% | +$1.1M Bought | — 8.1K shares | 3.5K → 8.1K +$1.1M | +130.62% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 0.46% | +$104.9K Bought | — 75.7K shares | 71.8K → 75.7K +$104.9K | +5.56% | — — | Q1 2024 Held for 1y 8m | |
Financial - Capital Markets Financial Services | $2.0M 0.456% | +$48.6K Bought | 0.001% 2.5K shares | 2.4K → 2.5K +$48.6K | +2.52% | $241.07B Mega Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.9M 0.444% | +$763.0K Bought | — 32.5K shares | 19.6K → 32.5K +$763.0K | +65.62% | — — | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $1.9M 0.434% | +$446.8K Bought | 0.001% 18.5K shares | 14.1K → 18.5K +$446.8K | +31.18% | $186.85B Large Cap | Q1 2022 Held for 3y 8m | |
ETF ETF | $1.8M 0.422% | +$64.6K Bought | — 67.0K shares | 64.7K → 67.0K +$64.6K | +3.66% | — — | Q1 2022 Held for 3y 8m |
