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World Equity Group

Latest statistics and disclosures from World Equity Group's latest quarterly 13F-HR filing:

Top 5 stock holdings are AAPL, QQQ, MSFT, NVDA, SPY, and represent 16.43% of World Equity Group's stock portfolio.
Added to shares of these 10 stocks: AVGO, CAT, CVX, KO, C, BPRE, CME, ASTS, CSCO, CB.
Started 70 new stock positions in CGGE, VOOG, CARZ, PHYS, CNI, UUUU, JPIE, CGGO, UXRP, FLNC.
Reduced shares in these 10 stocks: GLD, OEF, QQQM, SECT, AJG, TQQQ, TPL, BAC, FAUG, NEM.
Sold out of its positions in OKLO, AXP, LEU, CIFR, Comerica Incorporated, QRFT, XISE, FAUG, FJUL, GDEC.
World Equity Group was a net buyer of stock by $38M.
World Equity Group has $386M in assets under management (AUM), dropping by 7.77%.
Central Index Key (CIK): 0000878770

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Portfolio Holdings for World Equity Group

World Equity Group holds 368 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.2	$20M		79k	253.79	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.6	$14M		24k	577.16	View chart
Microsoft Corporation (MSFT)	3.0	$12M	+6%	31k	370.17	View chart
NVIDIA Corporation (NVDA)	2.7	$10M	+4%	59k	174.40	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	2.0	$7.9M		12k	650.34	View chart
Amazon (AMZN)	1.9	$7.5M	+4%	36k	208.27	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$6.0M	-23%	14k	430.29	View chart
Broadcom (AVGO)	1.5	$6.0M	+105%	19k	309.48	View chart
Palantir Technologies Cl A (PLTR)	1.5	$6.0M		41k	146.28	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.5	$5.8M	+3%	20k	287.56	View chart
Meta Platforms Cl A (META)	1.3	$5.2M	+4%	9.1k	572.12	View chart
Caterpillar (CAT)	1.3	$5.0M	+93%	7.0k	708.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.3	$4.9M	-3%	7.5k	653.35	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	1.2	$4.5M		169k	26.86	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$4.4M		7.3k	597.71	View chart
Exxon Mobil Corporation (XOM)	1.1	$4.3M		26k	169.66	View chart
Chevron Corporation (CVX)	1.1	$4.2M	+88%	21k	206.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	1.1	$4.2M		125k	33.77	View chart
Tesla Motors (TSLA)	1.1	$4.2M	+17%	11k	371.74	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)	1.1	$4.1M		115k	35.32	View chart
Listed Fds Tr Alphadroid Broad (EZMO)	0.9	$3.7M	+12%	137k	26.79	View chart
Listed Fds Tr Alphadroid Defn (EZRO)	0.9	$3.4M	+23%	132k	25.69	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.9	$3.4M	-3%	54k	62.42	View chart
Texas Pacific Land Corp (TPL)	0.8	$3.2M	-19%	6.8k	474.56	View chart
Coca-Cola Company (KO)	0.8	$3.2M	+99%	43k	76.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$3.2M	+6%	11k	286.86	View chart
Citigroup Com New (C)	0.8	$3.0M	+83%	27k	113.41	View chart
Wal-Mart Stores (WMT)	0.8	$3.0M	-12%	24k	124.28	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$2.9M	-3%	6.1k	479.20	View chart
Bank of America Corporation (BAC)	0.8	$2.9M	-18%	60k	48.75	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.7M	+7%	9.1k	294.15	View chart
Goldman Sachs (GS)	0.7	$2.5M	+24%	3.0k	846.05	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$2.3M	+7%	84k	27.85	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.3M		19k	124.31	View chart
Cisco Systems (CSCO)	0.6	$2.2M	+102%	28k	77.59	View chart
Bluerock Pvt Real Estate (BPRE)	0.5	$2.1M	+148%	125k	16.61	View chart
Vanguard Index Fds Growth Etf (VUG)	0.5	$1.9M	-11%	4.4k	436.79	View chart
McDonald's Corporation (MCD)	0.5	$1.9M	+4%	6.1k	310.78	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.5	$1.9M	-15%	14k	132.90	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Un (UXJA)	0.5	$1.8M	+70%	56k	32.69	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	0.5	$1.8M	+4%	5.4k	337.96	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.5	$1.8M	-14%	60k	30.68	View chart
Eli Lilly & Co. (LLY)	0.4	$1.7M		1.9k	919.77	View chart
Abbvie (ABBV)	0.4	$1.7M		7.9k	217.49	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.6M	+4%	15k	113.16	View chart
Bny Mellon Etf Trust High Yield Etf (BKHY)	0.4	$1.6M	+107%	34k	47.41	View chart
Eaton Corp SHS (ETN)	0.4	$1.6M		4.5k	357.67	View chart
Johnson & Johnson (JNJ)	0.4	$1.6M		6.5k	244.46	View chart
Chubb (CB)	0.4	$1.6M	+201%	4.8k	325.93	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.4	$1.6M	+7%	34k	46.19	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.4	$1.5M	+6%	75k	20.68	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.5M	+2%	5.6k	261.93	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.4	$1.5M	-39%	24k	60.39	View chart
Cme (CME)	0.4	$1.5M	+445%	5.0k	295.35	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.4	$1.4M	-17%	23k	62.56	View chart
Vanguard Index Fds Value Etf (VTV)	0.4	$1.4M	-18%	7.1k	196.21	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.4	$1.4M	+4%	32k	44.11	View chart
Ast Spacemobile Com Cl A (ASTS)	0.4	$1.4M	+427%	17k	82.87	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.4	$1.4M	+26%	68k	20.36	View chart
Franklin Templeton Etf Tr Us Mid Cp Mltfct (FLQM)	0.4	$1.4M	+5%	25k	54.93	View chart
First Tr Exchng Traded Fd Vi Vest Laddered Sm (BUFS)	0.3	$1.3M	+4%	58k	23.06	View chart
Home Depot (HD)	0.3	$1.3M		4.0k	328.87	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.3M	-2%	25k	52.73	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.3	$1.3M	-9%	6.1k	211.15	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$1.3M		8.9k	144.99	View chart
Ishares Tr Eafe Value Etf (EFV)	0.3	$1.3M	+12%	17k	74.35	View chart
Procter & Gamble Company (PG)	0.3	$1.3M	+5%	8.8k	144.43	View chart
Merck & Co (MRK)	0.3	$1.2M		10k	120.29	View chart
Lam Research Corp Com New (LRCX)	0.3	$1.2M	-17%	5.5k	213.66	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.3	$1.2M	-2%	16k	74.15	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.2M	-16%	20k	58.19	View chart
International Business Machines (IBM)	0.3	$1.2M	-2%	4.8k	242.37	View chart
Rithm Capital Corp Com New (RITM)	0.3	$1.2M	-4%	122k	9.48	View chart
Visa Com Cl A (V)	0.3	$1.2M	+7%	3.8k	302.24	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.3	$1.2M	+69%	7.8k	146.61	View chart
TJX Companies (TJX)	0.3	$1.1M	+14%	7.1k	159.70	View chart
Blackrock Etf Trust Ishares A I Inno (BAI)	0.3	$1.1M	+110%	34k	32.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equt (UXJL)	0.3	$1.1M		36k	31.07	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$1.1M	-8%	16k	69.76	View chart
Power Solutions Intl Com New (PSIX)	0.3	$1.1M	+13%	18k	60.88	View chart
Casey's General Stores (CASY)	0.3	$1.1M	+102%	1.5k	728.43	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$1.1M		64k	16.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.3	$1.1M		41k	26.27	View chart
Blackrock Etf Trust Ishares Us Thema (THRO)	0.3	$1.0M	+107%	29k	36.23	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.3	$1.0M		21k	49.37	View chart
Advanced Micro Devices (AMD)	0.3	$1.0M	+2%	5.1k	203.41	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.3	$1.0M	+86%	12k	89.59	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equit (UXOC)	0.3	$1.0M		30k	33.67	View chart
First Tr Exchange-traded S Netwrk Fut Veh (CARZ)	0.3	$1.0M	NEW	12k	80.82	View chart
Lumentum Hldgs (LITE)	0.3	$999k	NEW	1.4k	702.76	View chart
Calamos (CCD)	0.3	$988k	+106%	46k	21.35	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.3	$985k	+100%	51k	19.15	View chart
Spdr Series Trust State Street Spd (SPYM)	0.3	$982k	+15%	13k	76.54	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.3	$980k		2.5k	390.41	View chart
Ishares Tr Core 80/20 Aggre (AOA)	0.3	$965k		11k	88.49	View chart
Costco Wholesale Corporation (COST)	0.2	$951k	+17%	955.00	996.19	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.2	$913k	-9%	5.6k	161.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$904k	-9%	2.8k	320.87	View chart
At&t (T)	0.2	$904k	+110%	31k	28.99	View chart
Exelon Corporation (EXC)	0.2	$902k		18k	49.02	View chart
Voyager Technologies Com Cl A (VOYG)	0.2	$890k	+134%	38k	23.39	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$888k		3.1k	287.19	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$880k	+21%	18k	49.69	View chart
Danaher Corporation (DHR)	0.2	$850k	+4%	4.5k	189.62	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.2	$847k	+55%	34k	24.70	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$845k	-2%	19k	44.28	View chart
Waste Management (WM)	0.2	$844k	+222%	3.7k	229.79	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$840k	-5%	3.4k	248.01	View chart
Parker-Hannifin Corporation (PH)	0.2	$836k	+118%	935.00	894.59	View chart
Virtus Allianzgi Diversified (ACV)	0.2	$836k	+15%	34k	24.30	View chart
Nextera Energy (NEE)	0.2	$832k	+13%	9.0k	92.88	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$825k	+4%	23k	36.16	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$805k		3.4k	240.07	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$795k	+9%	17k	45.62	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$789k	+14%	21k	38.42	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$780k	+8%	16k	49.37	View chart
Blackrock Etf Trust Ishares Large Ca (BLCR)	0.2	$777k	NEW	19k	41.06	View chart
Innovator Etfs Trust Equity Dual Dire (DDFO)	0.2	$767k		36k	21.45	View chart
Celestica (CLS)	0.2	$763k	+141%	2.7k	281.68	View chart
Innovator Etfs Trust Equity Dual Dirc (DDTS)	0.2	$757k		36k	21.02	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$752k	+8%	3.9k	191.96	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$749k	+7%	2.9k	257.35	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Unca (UXAP)	0.2	$745k	-3%	20k	36.76	View chart
Carvana Cl A (CVNA)	0.2	$743k	NEW	2.4k	314.39	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.2	$737k	NEW	7.7k	95.82	View chart
Netflix (NFLX)	0.2	$733k	-33%	7.6k	96.15	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.2	$732k	NEW	21k	35.44	View chart
Abbott Laboratories (ABT)	0.2	$725k	-7%	7.1k	102.67	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$712k	+3%	2.8k	250.58	View chart
Hca Holdings (HCA)	0.2	$707k		1.5k	473.10	View chart
Talen Energy Corp (TLN)	0.2	$707k	+48%	2.2k	319.23	View chart
Pepsi (PEP)	0.2	$701k	+5%	4.5k	155.30	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.2	$697k		37k	19.00	View chart
Ge Aerospace Com New (GE)	0.2	$694k		2.4k	283.77	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$690k	+4%	14k	48.02	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.2	$690k	-8%	12k	59.78	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.2	$685k		15k	45.42	View chart
UnitedHealth (UNH)	0.2	$678k	-7%	2.5k	270.54	View chart
Suncor Energy (SU)	0.2	$676k	NEW	10k	66.11	View chart
Trane Technologies SHS (TT)	0.2	$674k		1.6k	416.65	View chart
Coinbase Global Com Cl A (COIN)	0.2	$674k	+110%	3.9k	174.61	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$671k	-5%	2.2k	302.25	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$671k	-25%	7.6k	88.16	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$669k	-5%	6.9k	97.13	View chart
Madison Covered Call Eq Strat (MCN)	0.2	$664k	+2%	114k	5.83	View chart
Comfort Systems USA (FIX)	0.2	$663k	+11%	481.00	1379.00	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$654k	+26%	38k	17.11	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$651k	NEW	28k	22.91	View chart
Raytheon Technologies Corp (RTX)	0.2	$649k	-5%	3.4k	192.92	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$647k	-21%	5.9k	109.69	View chart
Hecla Mining Company (HL)	0.2	$645k	+3%	35k	18.63	View chart
Verizon Communications (VZ)	0.2	$642k	-5%	13k	50.20	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.2	$641k	+5%	13k	49.79	View chart
Applied Materials (AMAT)	0.2	$633k	+15%	1.9k	341.79	View chart
Albemarle Corporation (ALB)	0.2	$630k	NEW	3.5k	179.53	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.2	$617k		12k	52.85	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.2	$615k	NEW	11k	55.85	View chart
Wedbush Ser Tr Dan Ives Wedbush (IVES)	0.2	$611k		22k	28.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.2	$610k	-7%	13k	47.91	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.2	$609k	+103%	14k	42.54	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$605k	+28%	15k	40.10	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$601k	+22%	35k	17.15	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$594k	NEW	5.3k	111.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.2	$594k	NEW	12k	50.41	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$594k		1.4k	426.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)	0.2	$593k	-10%	12k	49.72	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$593k	+14%	3.3k	181.45	View chart
First Tr Exchange Traded Dorsey Wright (FVC)	0.2	$593k	-16%	17k	34.83	View chart
Philip Morris International (PM)	0.2	$592k	+61%	3.6k	165.34	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.2	$588k	-16%	11k	53.40	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$579k	-3%	6.0k	96.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)	0.1	$577k	-6%	12k	47.68	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	0.1	$573k	+69%	11k	51.94	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAR)	0.1	$572k	NEW	12k	48.49	View chart
American Healthcare Reit Com Shs (AHR)	0.1	$572k	+20%	12k	47.16	View chart
American Centy Etf Tr Avantis Shfxdinc (AVSF)	0.1	$565k	NEW	12k	46.80	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)	0.1	$565k	-11%	11k	50.33	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$562k	+10%	5.9k	94.96	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.1	$561k		14k	39.43	View chart
Ge Vernova (GEV)	0.1	$550k	+7%	630.00	872.90	View chart
Welltower Inc Com reit (WELL)	0.1	$544k	+37%	2.8k	197.71	View chart
Laureate Ed Common Stock (LAUR)	0.1	$540k	NEW	16k	34.84	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$532k	+5%	5.3k	100.72	View chart
DNP Select Income Fund (DNP)	0.1	$530k		52k	10.30	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.1	$528k	NEW	33k	16.07	View chart
Xcel Energy (XEL)	0.1	$521k	+36%	6.6k	79.44	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$519k	+4%	14k	38.58	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$508k		7.0k	72.96	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.1	$507k	+3%	4.3k	118.62	View chart
Energy Fuels Com New (UUUU)	0.1	$505k	NEW	28k	18.25	View chart
Johnson Controls Internation SHS (JCI)	0.1	$499k	-42%	3.8k	130.94	View chart
CVS Caremark Corporation (CVS)	0.1	$498k	+27%	6.9k	71.83	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$497k	+9%	3.9k	128.23	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.1	$496k	+2%	11k	45.74	View chart
Rocket Lab Corp (RKLB)	0.1	$490k	NEW	7.6k	64.22	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$485k	NEW	9.7k	50.12	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$485k		7.1k	68.14	View chart
Illinois Tool Works (ITW)	0.1	$482k		1.9k	260.26	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$482k		10k	48.15	View chart
Stryker Corporation (SYK)	0.1	$479k		1.5k	328.59	View chart
Micron Technology (MU)	0.1	$478k	-50%	1.4k	337.84	View chart
Pacer Fds Tr Swan Sos Flex Ju (PSFJ)	0.1	$475k	+54%	15k	32.66	View chart
Pacer Fds Tr Swan Sos Flx Jan (PSFD)	0.1	$473k	+55%	13k	36.50	View chart
Managed Portfolio Series Leuthold Select (LST)	0.1	$470k	NEW	12k	40.45	View chart
Sprott Asset Management Physical Silver (PSLV)	0.1	$468k	-12%	19k	24.39	View chart
Listed Fds Tr Roundhill Magnif (MAGS)	0.1	$468k	+10%	8.1k	57.94	View chart
Neos Etf Trust Russell 2000 Hig (IWMI)	0.1	$468k	+8%	9.9k	47.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$468k		2.2k	213.67	View chart
Marriott Intl Cl A (MAR)	0.1	$461k	+3%	1.4k	327.07	View chart
Woodward Governor Company (WWD)	0.1	$458k	-28%	1.3k	357.80	View chart
Capital Group Growth Etf Shs Creation Uni (CGGR)	0.1	$455k	NEW	11k	40.19	View chart
Spdr Series Trust State Street Spd (ONEY)	0.1	$449k		3.7k	120.05	View chart
Brinker International (EAT)	0.1	$449k	NEW	3.1k	142.77	View chart
Palo Alto Networks (PANW)	0.1	$444k	+11%	2.8k	160.32	View chart
Colgate-Palmolive Company (CL)	0.1	$444k	NEW	5.2k	85.23	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$438k	-16%	32k	13.53	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$437k	+113%	23k	19.30	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$433k		4.9k	87.84	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$430k		23k	18.66	View chart
Pfizer (PFE)	0.1	$427k		15k	28.08	View chart
Coeur Mng Com New (CDE)	0.1	$425k	NEW	23k	18.77	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.1	$424k	-49%	1.9k	218.77	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.1	$418k		1.1k	391.76	View chart
Capital Group Core Equity Et Shs Creation Uni (CGUS)	0.1	$417k	+100%	11k	38.42	View chart
Intel Corporation (INTC)	0.1	$414k	+14%	9.4k	44.13	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$414k	+8%	10k	40.14	View chart
Guardant Health (GH)	0.1	$413k	+31%	4.5k	92.37	View chart
Kinder Morgan (KMI)	0.1	$412k	+2%	12k	33.53	View chart
Nvent Elec SHS (NVT)	0.1	$411k		3.5k	118.28	View chart
Carnival Corp Common Stock (CCL)	0.1	$409k	NEW	16k	25.88	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$409k		6.0k	67.53	View chart
Airbnb Com Cl A (ABNB)	0.1	$399k	-41%	3.2k	126.28	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$396k	+62%	8.6k	46.19	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.1	$396k	+48%	14k	28.28	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$396k	+67%	9.2k	43.13	View chart
Amphenol Corp Cl A (APH)	0.1	$393k	+5%	3.1k	126.35	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.1	$392k	+37%	14k	29.00	View chart
Roper Industries (ROP)	0.1	$389k	+57%	1.1k	353.86	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$389k	+5%	52k	7.52	View chart
Lauder Estee Cos Cl A (EL)	0.1	$389k	+17%	5.4k	71.77	View chart
Marvell Technology (MRVL)	0.1	$388k	+2%	3.9k	99.05	View chart
Managed Portfolio Series Kensington Hedge (KHPI)	0.1	$388k	NEW	16k	24.21	View chart
Freeport Mcmoran CL B (FCX)	0.1	$376k	NEW	6.4k	58.78	View chart
Aim Etf Products Trust Allianzim Us (SIXF)	0.1	$375k	+40%	12k	31.40	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$372k		533.00	697.90	View chart
Innovator Etfs Trust Equity Dual Dire (DDFM)	0.1	$372k	NEW	20k	18.77	View chart
Ishares Tr Core Intl Aggr (IAGG)	0.1	$371k	+18%	7.4k	50.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$367k		19k	19.53	View chart
Union Pacific Corporation (UNP)	0.1	$366k		1.5k	242.62	View chart
Altria (MO)	0.1	$366k	-18%	5.5k	65.99	View chart
Select Sector Spdr Tr State Street Uti (XLU)	0.1	$366k		8.0k	45.89	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$365k	+4%	10k	35.59	View chart
Ssr Mining (SSRM)	0.1	$364k	+29%	12k	29.37	View chart
Capital Group Global Equity SHS (CGGE)	0.1	$363k	NEW	12k	30.50	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$363k	-4%	11k	33.48	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.1	$361k	+16%	7.9k	45.65	View chart
United Parcel Svcs CL B (UPS)	0.1	$359k	+44%	3.7k	98.37	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$358k		18k	19.63	View chart
Ecolab (ECL)	0.1	$356k	+9%	1.3k	266.02	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$355k	-6%	7.0k	50.61	View chart
Amgen (AMGN)	0.1	$355k	+13%	1.0k	351.85	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$354k	-11%	4.8k	73.65	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$348k	+10%	2.1k	163.59	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$347k		3.0k	114.83	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$345k	+4%	7.7k	44.56	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$340k		4.5k	75.10	View chart
Bny Mellon Etf Trust Concentrated Int (BKCI)	0.1	$339k	NEW	6.9k	49.47	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)	0.1	$338k		10k	32.86	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$337k		5.8k	58.05	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.1	$336k	NEW	3.4k	99.27	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.1	$331k		715.00	463.33	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$330k	-14%	4.3k	77.11	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$329k	NEW	10k	32.73	View chart
First Tr Exch Traded Fd Iii Merger Arbitra (MARB)	0.1	$327k	+6%	16k	20.70	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$321k		6.4k	50.48	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$320k	NEW	2.6k	125.13	View chart
Uber Technologies (UBER)	0.1	$317k	+21%	4.4k	71.93	View chart
SLB Com Stk (SLB)	0.1	$316k	NEW	6.1k	51.39	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$316k		6.8k	46.23	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$315k	NEW	12k	27.15	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.1	$314k		19k	16.80	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$312k	-9%	3.4k	91.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$307k	-11%	10k	29.69	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.1	$304k	-73%	7.3k	41.68	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$301k	+3%	6.1k	49.38	View chart
Pentair SHS (PNR)	0.1	$300k		3.4k	87.11	View chart
Southern Company (SO)	0.1	$296k	-13%	3.1k	96.49	View chart
Sterling Construction Company (STRL)	0.1	$295k	NEW	723.00	407.27	View chart
Spdr Series Trust State Street Spd (XSD)	0.1	$294k	-11%	900.00	326.12	View chart
Autodesk (ADSK)	0.1	$292k	NEW	1.2k	239.39	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.1	$290k	+3%	8.2k	35.51	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$289k	+32%	24k	12.33	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$289k		13k	22.92	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$284k	-17%	4.6k	61.27	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.1	$284k	NEW	2.8k	100.68	View chart
Cadence Design Systems (CDNS)	0.1	$284k	NEW	1.0k	277.86	View chart
Kinross Gold Corp (KGC)	0.1	$283k	+14%	9.3k	30.52	View chart
Keurig Dr Pepper (KDP)	0.1	$281k		11k	26.34	View chart
Capital Grp Fixed Incm Etf T Municipal High I (CGHM)	0.1	$281k	NEW	11k	25.32	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$280k	+3%	3.4k	81.51	View chart
Corning Incorporated (GLW)	0.1	$280k	NEW	2.1k	135.96	View chart
Clean Harbors (CLH)	0.1	$276k	NEW	962.00	286.73	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$275k		3.8k	72.31	View chart
Texas Instruments Incorporated (TXN)	0.1	$274k	-22%	1.4k	194.13	View chart
Victory Portfolios Ii Shares Free Cash (VFLO)	0.1	$273k		6.9k	39.48	View chart
Builders FirstSource (BLDR)	0.1	$272k	NEW	3.3k	82.33	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$271k	NEW	4.0k	68.29	View chart
Automatic Data Processing (ADP)	0.1	$271k	-61%	1.3k	203.18	View chart
Msci (MSCI)	0.1	$271k		502.00	539.01	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$267k	+4%	1.4k	191.16	View chart
Select Sector Spdr Tr State Street Com (XLC)	0.1	$266k		2.4k	110.85	View chart
Fifth Third Ban (FITB)	0.1	$263k	NEW	5.7k	46.46	View chart
Carrier Global Corporation (CARR)	0.1	$263k	NEW	4.7k	56.31	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$262k	NEW	642.00	407.75	View chart
Fluence Energy Com Cl A (FLNC)	0.1	$261k	NEW	19k	13.76	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.1	$261k	+8%	4.1k	64.36	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.1	$259k	NEW	3.5k	74.94	View chart
Duke Energy Corp Com New (DUK)	0.1	$259k	-14%	2.0k	130.93	View chart
Lowe's Companies (LOW)	0.1	$258k	+17%	1.1k	236.28	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$258k	+4%	12k	22.43	View chart
Blackrock (BLK)	0.1	$258k	NEW	268.00	961.72	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.1	$255k	-3%	2.0k	125.43	View chart
Enterprise Products Partners (EPD)	0.1	$253k	NEW	6.7k	37.84	View chart
Northern Lts Fd Tr Iii Cp High Yild Trd (HYTR)	0.1	$250k	NEW	12k	21.29	View chart
Ingersoll Rand (IR)	0.1	$250k	NEW	3.1k	80.12	View chart
Walt Disney Company (DIS)	0.1	$249k	-10%	2.6k	96.37	View chart
J P Morgan Exchange Traded F Income Etf (JPIE)	0.1	$247k	NEW	5.4k	46.07	View chart
Oneok (OKE)	0.1	$246k	NEW	2.7k	90.40	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$245k	+5%	4.7k	51.89	View chart
Metropcs Communications (TMUS)	0.1	$245k	+12%	1.2k	210.02	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$244k	-14%	1.1k	217.26	View chart
Adtalem Global Ed (CVSA)	0.1	$244k	NEW	2.1k	115.25	View chart
Northern Lights Fd Tr Df Tactical 30 E (DFTT)	0.1	$243k	NEW	9.9k	24.48	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$239k		4.8k	50.04	View chart
Applovin Corp Com Cl A (APP)	0.1	$235k	-8%	590.00	398.00	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$234k	+19%	5.0k	46.68	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$233k	-37%	2.6k	90.53	View chart
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)	0.1	$230k	NEW	6.9k	33.37	View chart
TTM Technologies (TTMI)	0.1	$228k	NEW	2.3k	97.42	View chart
Canadian Natl Ry (CNI)	0.1	$227k	NEW	2.2k	102.97	View chart
Baidu Spon Adr Rep A (BIDU)	0.1	$226k	-11%	2.0k	111.42	View chart
Super Micro Computer Com New (SMCI)	0.1	$225k	+3%	9.9k	22.77	View chart
Goldman Sachs Etf Tr Nasdaq-100 Premi (GPIQ)	0.1	$222k	+10%	4.5k	49.49	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$218k	-20%	2.0k	110.78	View chart
Constellation Energy (CEG)	0.1	$217k	+2%	776.00	279.52	View chart
Neos Etf Trust Enhanced Income (HYBI)	0.1	$217k	NEW	4.4k	49.48	View chart
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM)	0.1	$216k	-27%	4.6k	47.15	View chart
Pimco Etf Tr Multisector Bd (PYLD)	0.1	$214k	NEW	8.2k	26.20	View chart
Las Vegas Sands (LVS)	0.1	$213k	-38%	4.0k	53.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$213k		2.7k	79.27	View chart
Ford Motor Company (F)	0.1	$213k	+7%	18k	11.54	View chart
Spdr Series Trust State Street Spd (SPTM)	0.1	$212k	-16%	2.7k	79.05	View chart
Schwab Strategic Tr Fundamental Emer (FNDE)	0.1	$211k	NEW	5.5k	38.26	View chart
Deere & Company (DE)	0.1	$209k	-34%	371.00	563.17	View chart
Ishares Tr Core Msci Intl (IDEV)	0.1	$207k	NEW	2.5k	83.57	View chart
Cintas Corporation (CTAS)	0.1	$206k	NEW	1.2k	169.14	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$205k	NEW	1.6k	124.46	View chart
Barrick Mng Corp Com Shs (B)	0.1	$205k	NEW	5.0k	40.79	View chart
Neos Etf Trust Real Estate High (IYRI)	0.1	$202k		4.3k	47.29	View chart
Doubleline Income Solutions (DSL)	0.1	$201k	+13%	19k	10.83	View chart
Vanguard World Utilities Etf (VPU)	0.1	$201k	NEW	1.0k	198.06	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$173k		11k	16.46	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$172k		12k	14.95	View chart
Doubleline Opportunistic Cr (DBL)	0.0	$162k		11k	14.60	View chart
Tidal Trust Ii Yieldmax Univers (YMAX)	0.0	$139k	+27%	18k	7.83	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$103k		29k	3.52	View chart
Proshares Tr Ultra Xrp Etf (UXRP)	0.0	$72k	NEW	20k	3.69	View chart
Tidal Trust Ii Yieldmax Smci (SMCY)	0.0	$62k	NEW	11k	5.48	View chart

Past Filings by World Equity Group

SEC 13F filings are viewable for World Equity Group going back to 2024

World Equity Group 2026 Q1 filed May 6, 2026
World Equity Group 2025 Q4 filed Jan. 12, 2026
World Equity Group 2025 Q3 filed Oct. 24, 2025
World Equity Group 2025 Q2 filed July 15, 2025
World Equity Group 2025 Q1 filed April 22, 2025
World Equity Group 2024 Q4 filed Feb. 4, 2025
World Equity Group 2024 Q3 filed Oct. 30, 2024
World Equity Group 2022 Q1 filed Sept. 6, 2024
World Equity Group 2022 Q2 filed Sept. 6, 2024
World Equity Group 2022 Q3 filed Sept. 6, 2024
World Equity Group 2022 Q4 filed Sept. 6, 2024
World Equity Group 2023 Q1 filed Aug. 26, 2024
World Equity Group 2023 Q2 filed Aug. 26, 2024
World Equity Group 2023 Q4 filed July 22, 2024
World Equity Group 2023 Q3 filed July 22, 2024
World Equity Group 2024 Q1 filed July 18, 2024

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