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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, SPY, QQQ, NVDA, MSFT, and represent 18.64% of World Equity Group's stock portfolio.
Added to shares of these 10 stocks: SPY (+$9.8M), GLD (+$5.0M), TSM, SPYM, SNDK, HEGD, SPTM, UXJA, BIL, VUG.
Started 63 new stock positions in MA, SPYV, CLOI, IEI, SOXX, DOW, DGRE, E, NBIS, SPSM.
Reduced shares in these 10 stocks: CAT, AVGO, CVX, KO, BKHY, FLQM, CSCO, C, ASTS, AMAT.
Sold out of its positions in ABNB, ALB, BABA, AVSF, ADSK, ADP, BIDU, B, BINC, BLK.
World Equity Group was a net buyer of stock by $19M.
World Equity Group has $447M in assets under management (AUM), dropping by 15.67%.
Central Index Key (CIK): 0000878770

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Portfolio Holdings for World Equity Group

World Equity Group holds 375 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	5.0	$22M	-2%	77k	289.36	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.2	$19M	+108%	25k	746.77	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.0	$18M		24k	736.38	View chart
NVIDIA Corporation (NVDA)	2.8	$13M	+6%	63k	200.10	View chart
Microsoft Corporation (MSFT)	2.6	$12M		31k	373.04	View chart
Spdr Gold Tr Gold Shs (GLD)	2.3	$10M	+98%	28k	368.03	View chart
Amazon (AMZN)	2.0	$8.7M		37k	238.34	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.6	$7.2M		20k	357.38	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.5	$6.8M	+19%	9.0k	749.03	View chart
Tesla Motors (TSLA)	1.2	$5.6M	+17%	13k	420.59	View chart
Meta Platforms Cl A (META)	1.2	$5.5M	+7%	9.8k	563.26	View chart
Palantir Technologies Cl A (PLTR)	1.1	$5.1M	+7%	44k	116.67	View chart
First Tr Exchng Traded Fd Vi Vest Buffered (BUFG)	1.1	$5.0M		171k	29.32	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.1	$4.9M		7.2k	686.79	View chart
Taiwan Semiconductor Manufac Sponsored Ads (TSM)	1.1	$4.9M	+88%	10k	477.49	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	1.0	$4.6M		126k	36.53	View chart
First Tr Exchng Traded Fd Vi Ft Vest Nasd Etf (BUFQ)	1.0	$4.5M		115k	39.27	View chart
Alphabet Cap Stk Cl C (GOOG)	0.9	$4.2M	+4%	12k	353.33	View chart
Listed Fds Tr Alph Broa Ma Etf (EZMO)	0.9	$3.9M	+7%	147k	26.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eq Un (UXJA)	0.8	$3.7M	+73%	98k	38.02	View chart
Listed Fds Tr Alphadroid Defn (EZRO)	0.8	$3.7M	+9%	145k	25.59	View chart
Broadcom (AVGO)	0.8	$3.6M	-49%	9.7k	377.77	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.8	$3.5M	-8%	50k	71.25	View chart
Caterpillar (CAT)	0.8	$3.5M	-53%	3.3k	1064.77	View chart
Exxon Mobil Corporation (XOM)	0.8	$3.4M	-2%	25k	136.72	View chart
Bank of America Corporation (BAC)	0.8	$3.4M		59k	56.98	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.8	$3.4M	+10%	6.7k	500.39	View chart
Advanced Micro Devices (AMD)	0.8	$3.4M	+13%	5.8k	580.86	View chart
Spdr Series Trust St Str P500etf (SPYM)	0.7	$3.3M	+193%	38k	87.88	View chart
Texas Pacific Land Corp (TPL)	0.7	$3.0M		7.0k	437.64	View chart
JPMorgan Chase & Co. (JPM)	0.7	$2.9M		9.0k	327.34	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	0.6	$2.9M	+7%	15k	190.51	View chart
Listed Fds Tr Swan Hedged Eqty (HEGD)	0.6	$2.7M	+200%	103k	26.66	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.6	$2.7M	+3%	87k	31.10	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.6	$2.7M	-3%	18k	148.31	View chart
Goldman Sachs (GS)	0.6	$2.5M	-17%	2.5k	1011.60	View chart
Citigroup Com New (C)	0.6	$2.5M	-33%	18k	139.80	View chart
Lam Research Corp Com New (LRCX)	0.5	$2.4M		5.6k	433.33	View chart
Wal-Mart Stores (WMT)	0.5	$2.4M	-11%	21k	113.27	View chart
Northern Lts Fd Tr Iv Main Sectr Rotn (SECT)	0.5	$2.4M	+35%	33k	72.06	View chart
Eli Lilly & Co. (LLY)	0.5	$2.4M	+4%	2.0k	1199.51	View chart
Ishares Tr Core Univrsl Usd (IUSB)	0.5	$2.2M	+39%	47k	46.15	View chart
Cisco Systems (CSCO)	0.5	$2.0M	-38%	17k	117.46	View chart
Crowdstrike Hldgs Cl A (CRWD)	0.5	$2.0M	+4%	2.6k	763.14	View chart
Abbvie (ABBV)	0.4	$2.0M		8.0k	251.66	View chart
Innovator Etfs Trust Equity Dual Dirt (DDTL)	0.4	$2.0M	+18%	89k	22.00	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$1.9M	-3%	14k	137.57	View chart
Spdr Series Trust ST STR PR SP1500 (SPTM)	0.4	$1.9M	+674%	21k	90.79	View chart
Vanguard Index Fds Growth Etf (VUG)	0.4	$1.9M	+396%	22k	86.14	View chart
Sandisk Corp (SNDK)	0.4	$1.9M	NEW	820.00	2273.72	View chart
Eaton Corp SHS (ETN)	0.4	$1.9M	-2%	4.4k	426.12	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.4	$1.9M		59k	31.71	View chart
Merck & Co (MRK)	0.4	$1.8M	+36%	14k	128.50	View chart
First Tr Exchng Traded Fd Vi Vest Us Equ Unca (UXAP)	0.4	$1.8M	+107%	42k	42.97	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.4	$1.7M		5.7k	303.14	View chart
Coca-Cola Company (KO)	0.4	$1.7M	-50%	21k	81.27	View chart
Etfis Ser Tr I Virtus Infrcap (PFFA)	0.4	$1.6M	+17%	80k	20.57	View chart
McDonald's Corporation (MCD)	0.4	$1.6M	-2%	5.9k	270.31	View chart
Wisdomtree Tr Dynamic Intl Eqt (DDWM)	0.3	$1.5M	+5%	33k	46.18	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	0.3	$1.5M	NEW	17k	91.64	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	-7%	6.0k	254.00	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$1.5M	+4%	24k	62.20	View chart
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)	0.3	$1.5M	+22%	14k	103.10	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.3	$1.5M	+265%	29k	50.39	View chart
First Tr Exchng Traded Fd Vi Vest Lad Cap Etf (BUFS)	0.3	$1.4M		58k	25.09	View chart
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)	0.3	$1.4M	-4%	8.5k	170.24	View chart
Home Depot (HD)	0.3	$1.4M		4.1k	352.72	View chart
Chevron Corporation (CVX)	0.3	$1.4M	-57%	8.6k	165.76	View chart
Vanguard Index Fds Value Etf (VTV)	0.3	$1.4M	-9%	6.4k	217.94	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$1.4M	-4%	23k	59.69	View chart
American Centy Etf Tr Avan Us Valu Etf (AVMV)	0.3	$1.4M	NEW	17k	80.58	View chart
Asml Hldg Nv N Y Registry Shs (ASML)	0.3	$1.4M	NEW	690.00	1990.32	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Equt (UXJL)	0.3	$1.4M	+4%	37k	36.42	View chart
Visa Com Cl A (V)	0.3	$1.3M	+2%	3.9k	341.65	View chart
Spdr Series Trust St Str Rate Etf (FLRN)	0.3	$1.3M	NEW	43k	30.85	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	0.3	$1.3M	-2%	20k	68.02	View chart
International Business Machines (IBM)	0.3	$1.3M		4.7k	281.23	View chart
Procter & Gamble Company (PG)	0.3	$1.3M		8.9k	146.63	View chart
Micron Technology (MU)	0.3	$1.3M	-19%	1.1k	1154.29	View chart
Rithm Capital Corp Com New (RITM)	0.3	$1.3M	+13%	138k	9.39	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.3	$1.3M	+2%	66k	19.57	View chart
Victory Portfolios Ii Vcshs Us 500 Enh (CFO)	0.3	$1.3M		16k	80.08	View chart
Voyager Technologies Com Cl A (VOYG)	0.3	$1.2M		38k	32.25	View chart
First Tr Exchng Traded Fd Vi Ft Ve Us Eq Octo (UXOC)	0.3	$1.2M		31k	39.16	View chart
Virtus Allianzgi Diversified (ACV)	0.3	$1.2M	+21%	42k	28.34	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.3	$1.2M	+2%	22k	53.61	View chart
UnitedHealth (UNH)	0.2	$1.1M	+6%	2.7k	415.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest Lad (BUFZ)	0.2	$1.1M	-2%	40k	27.93	View chart
Neos Etf Trust Nasdaq 100 High (QQQI)	0.2	$1.1M	+10%	20k	56.79	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.2	$1.1M	-22%	4.8k	227.06	View chart
Ishares Tr Core 80 20 Etf (AOA)	0.2	$1.1M		11k	97.60	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.2	$1.1M	+2%	5.8k	185.23	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$1.1M		2.8k	370.02	View chart
Marvell Technology (MRVL)	0.2	$1.1M	-10%	3.5k	297.89	View chart
First Tr Exchange-traded Vest Laddered (ACYN)	0.2	$1.0M	NEW	49k	20.79	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.2	$1.0M	+308%	13k	80.57	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.2	$996k	-2%	3.3k	300.48	View chart
Spdr Series Trust St Str R1k Yld (ONEY)	0.2	$964k	+101%	7.5k	128.10	View chart
Ishares Tr Msci Usa Mmentm (MTUM)	0.2	$964k	-16%	2.8k	342.83	View chart
Vertiv Holdings Com Cl A (VRT)	0.2	$958k		2.9k	334.82	View chart
Comfort Systems USA (FIX)	0.2	$953k		481.00	1981.96	View chart
Intel Corporation (INTC)	0.2	$950k	-27%	6.8k	139.64	View chart
Neos Etf Trust Neos S&p 500 Hi (SPYI)	0.2	$946k	+12%	18k	53.09	View chart
Costco Wholesale Corporation (COST)	0.2	$946k	+5%	1.0k	935.43	View chart
Ge Aerospace Com New (GE)	0.2	$938k	+2%	2.5k	373.73	View chart
Palo Alto Networks (PANW)	0.2	$928k		2.7k	341.02	View chart
Stryker Corporation (SYK)	0.2	$918k	+100%	2.9k	314.84	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$917k	+2%	3.0k	306.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DDEC)	0.2	$904k		19k	47.38	View chart
Dbx Etf Tr Xtrack Usd High (HYLB)	0.2	$885k	+6%	24k	36.52	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.2	$866k	+9%	19k	45.49	View chart
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)	0.2	$858k	+25%	26k	33.29	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.2	$854k	+3%	3.4k	252.27	View chart
T Rowe Price Exchange-traded Cap Appreciation (TCAF)	0.2	$844k	+100%	21k	41.10	View chart
Waste Management (WM)	0.2	$843k	+2%	3.8k	222.85	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.2	$841k	-32%	5.3k	158.65	View chart
Talen Energy Corp (TLN)	0.2	$840k		2.2k	384.26	View chart
Danaher Corporation (DHR)	0.2	$840k		4.4k	190.47	View chart
Exelon Corporation (EXC)	0.2	$825k	-3%	18k	46.62	View chart
Pimco Dynamic Income SHS (PDI)	0.2	$816k	+27%	49k	16.70	View chart
Pacer Fds Tr Swan Sos Flx Jan (PSFD)	0.2	$814k	+57%	20k	39.84	View chart
Pacer Fds Tr Swan Sos Flex Ju (PSFJ)	0.2	$811k	+58%	23k	35.17	View chart
First Tr Exchange-traded A Sml Cp Grw Alp (FYC)	0.2	$811k	+6%	6.4k	127.35	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.2	$809k		2.2k	365.71	View chart
Chubb (CB)	0.2	$808k	-50%	2.4k	340.74	View chart
Power Solutions Intl Com New (PSIX)	0.2	$804k	+16%	21k	38.89	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$795k	-39%	9.6k	82.84	View chart
Ge Vernova (GEV)	0.2	$794k	+7%	676.00	1174.86	View chart
Trane Technologies SHS (TT)	0.2	$793k		1.6k	491.06	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$787k	-23%	815.00	965.00	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$780k	+59%	6.8k	114.18	View chart
Wedbush Ser Tr Dan Ive Revo Etf (IVES)	0.2	$779k	-5%	20k	38.10	View chart
Space Exploration Techn Corp Class A Com Stk (SPCX)	0.2	$776k	NEW	4.5k	170.86	View chart
Nextera Energy (NEE)	0.2	$776k		8.8k	87.77	View chart
Ishares Tr Msci Intl Moment (IMTM)	0.2	$774k		15k	53.35	View chart
Global X Fds Nasdaq 100 Cover (QYLD)	0.2	$765k	+18%	42k	18.43	View chart
Ishares Tr Us Treas Bd Etf (GOVT)	0.2	$761k	+17%	33k	22.78	View chart
First Tr Exchange Traded Dorsey Wright (FVC)	0.2	$745k		17k	43.80	View chart
Ishares Tr Eafe Value Etf (EFV)	0.2	$739k	-43%	9.7k	76.54	View chart
Solv Energy Com Shs Cl A (MWH)	0.2	$739k	NEW	22k	34.05	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.2	$735k	+2%	7.1k	103.88	View chart
Ford Motor Company (F)	0.2	$735k	+187%	53k	13.90	View chart
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)	0.2	$725k	-3%	5.7k	127.81	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.2	$718k	+52%	3.0k	242.42	View chart
Blackrock Etf Trust Isha I In Te Etf (BAI)	0.2	$715k	-60%	14k	52.72	View chart
Spdr Index Shs Fds St Port Mark Etf (SPEM)	0.2	$714k	NEW	14k	51.78	View chart
Wisdomtree Tr Em Ex St-owned (XSOE)	0.2	$703k	-5%	14k	49.20	View chart
Brightsphere Investment Group (AAMI)	0.2	$701k	NEW	9.8k	71.52	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.2	$698k	+13%	37k	18.64	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$687k	+297%	5.5k	124.17	View chart
First Tr Exchange Traded Smid Risng Etf (SDVY)	0.2	$678k	+10%	16k	43.14	View chart
Innovator Etfs Trust Equity Dual Dirc (DDTS)	0.2	$677k	-16%	30k	22.51	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 (DIA)	0.2	$674k	+80%	1.3k	522.60	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$672k	NEW	2.2k	303.34	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.2	$670k		5.4k	124.42	View chart
Innovator Etfs Trust Equi Du Di Octo (DDFO)	0.1	$670k	-16%	30k	22.51	View chart
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)	0.1	$661k	-9%	14k	48.43	View chart
Bluerock Pvt Real Estate (BPRE)	0.1	$657k	-59%	51k	13.01	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$654k		13k	51.35	View chart
Ishares Tr Mbs Etf (MBB)	0.1	$652k	+16%	6.9k	94.53	View chart
Philip Morris International (PM)	0.1	$651k		3.6k	180.91	View chart
Ishares Gold Tr Ishares New (IAU)	0.1	$648k	+12%	8.6k	75.52	View chart
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)	0.1	$644k	+32%	13k	50.15	View chart
Vanguard Bd Index Fds Vanguard Ultra (VUSB)	0.1	$641k		13k	49.78	View chart
Abbott Laboratories (ABT)	0.1	$641k		7.1k	90.74	View chart
Innovator Etfs Trust Equi Dua 15 Marc (DDFM)	0.1	$637k	+62%	32k	19.75	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$634k	+11%	4.3k	146.35	View chart
Aim Etf Products Trust Allianzim Us Eqt (SIXD)	0.1	$633k	+46%	21k	30.84	View chart
Madison Covered Call Eq Strat (MCN)	0.1	$632k		114k	5.52	View chart
Union Pacific Corporation (UNP)	0.1	$628k	+52%	2.3k	272.00	View chart
TJX Companies (TJX)	0.1	$626k	-42%	4.1k	151.51	View chart
Raytheon Technologies Corp (RTX)	0.1	$625k	-2%	3.3k	189.74	View chart
Aim Etf Products Trust Allianzim Us (SIXF)	0.1	$624k	+53%	18k	34.07	View chart
Aim Etf Products Trust Allianzim Us Equ (SIXZ)	0.1	$624k	+46%	20k	31.53	View chart
Profesionally Managed Portfo Akre Focus Etf (AKRE)	0.1	$621k		12k	53.19	View chart
Pepsi (PEP)	0.1	$620k		4.6k	135.42	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FMAY)	0.1	$619k	NEW	11k	56.20	View chart
Sterling Construction Company (STRL)	0.1	$616k		734.00	839.37	View chart
TTM Technologies (TTMI)	0.1	$614k	+40%	3.3k	187.01	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Lgcp (AFLG)	0.1	$613k	+4%	14k	43.42	View chart
Innovator Etfs Trust Equity Dual Nov (DDFN)	0.1	$603k	-18%	30k	20.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)	0.1	$598k	NEW	10k	59.95	View chart
Calamos (CCD)	0.1	$596k	-50%	23k	25.77	View chart
Southern Company (SO)	0.1	$592k	+101%	6.2k	95.82	View chart
Listed Fds Tr Roun Ma Seve Etf (MAGS)	0.1	$591k	+13%	9.2k	64.30	View chart
Hca Holdings (HCA)	0.1	$587k		1.5k	390.01	View chart
Nvent Elec SHS (NVT)	0.1	$584k		3.4k	169.61	View chart
Amphenol Corp Cl A (APH)	0.1	$584k	+6%	3.3k	176.32	View chart
Cme (CME)	0.1	$580k	-47%	2.6k	220.83	View chart
Ssr Mining (SSRM)	0.1	$577k	+64%	20k	28.28	View chart
Neos Etf Trust Russ 2000 Hi Etf (IWMI)	0.1	$567k	+7%	11k	53.53	View chart
Spdr Series Trust St Str Sp Semi (XSD)	0.1	$561k		900.00	623.70	View chart
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)	0.1	$561k	+7%	11k	52.38	View chart
Vanguard World Utilities Etf (VPU)	0.1	$556k	+179%	2.8k	195.79	View chart
Nebius Group Shs Class A (NBIS)	0.1	$555k	NEW	2.0k	276.18	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.1	$552k	+3%	2.3k	242.43	View chart
DNP Select Income Fund (DNP)	0.1	$551k		51k	10.79	View chart
CSX Corporation (CSX)	0.1	$544k	NEW	12k	47.53	View chart
Woodward Governor Company (WWD)	0.1	$544k		1.3k	425.35	View chart
Dominion Resources (D)	0.1	$544k	NEW	8.0k	68.29	View chart
Goldman Sachs Etf Tr Activebeta Int (GSIE)	0.1	$543k	+29%	12k	45.70	View chart
Casey's General Stores (CASY)	0.1	$542k	-53%	683.00	793.62	View chart
Anheuser Busch Inbev Sa Nv Sponsored Adr (BUD)	0.1	$536k	NEW	6.5k	82.40	View chart
Centene Corporation (CNC)	0.1	$535k	NEW	8.3k	64.19	View chart
Netflix (NFLX)	0.1	$534k		7.5k	71.40	View chart
Amgen (AMGN)	0.1	$533k	+46%	1.5k	362.12	View chart
Marriott Intl Cl A (MAR)	0.1	$533k		1.4k	370.59	View chart
Verizon Communications (VZ)	0.1	$528k	-2%	13k	42.33	View chart
Pacer Fds Tr Cash Cows Etf (HERD)	0.1	$521k	+2%	11k	47.06	View chart
Vanguard World Inf Tech Etf (VGT)	0.1	$517k	+711%	4.3k	119.52	View chart
Deere & Company (DE)	0.1	$512k	+117%	807.00	634.48	View chart
Blackrock Etf Trust Isha In Ctry Etf (CORO)	0.1	$510k	NEW	14k	36.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)	0.1	$509k	NEW	11k	46.74	View chart
Msci (MSCI)	0.1	$505k	+79%	902.00	560.04	View chart
Johnson Controls Internation SHS (JCI)	0.1	$505k	-9%	3.5k	146.10	View chart
Illinois Tool Works (ITW)	0.1	$502k		1.9k	270.48	View chart
Spdr Series Trust St Lon Treas Etf (SPTL)	0.1	$496k	NEW	19k	26.23	View chart
Digital Realty Trust (DLR)	0.1	$494k	NEW	2.8k	179.58	View chart
Blackrock Etf Trust Isha La Core Etf (BLCR)	0.1	$494k	-48%	9.8k	50.37	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$491k	-26%	8.0k	60.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJAN)	0.1	$479k	-26%	8.7k	55.09	View chart
Credo Technology Group Holdi Ordinary Shares (CRDO)	0.1	$478k	NEW	1.8k	271.95	View chart
Texas Instruments Incorporated (TXN)	0.1	$476k	+13%	1.6k	298.15	View chart
Dow (DOW)	0.1	$475k	NEW	17k	27.36	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.1	$469k		6.1k	77.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAY)	0.1	$469k	NEW	11k	43.04	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GJUN)	0.1	$465k	NEW	11k	41.19	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$464k	-14%	6.0k	77.93	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$464k		4.9k	95.62	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.1	$461k	+3%	11k	43.11	View chart
Vaneck Etf Trust Clo Etf (CLOI)	0.1	$460k	NEW	8.7k	52.95	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$457k	+25%	3.2k	141.89	View chart
Corning Incorporated (GLW)	0.1	$449k	-14%	1.8k	255.41	View chart
Vanguard World Energy Etf (VDE)	0.1	$448k	NEW	3.0k	150.25	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Smcp (AFSM)	0.1	$447k	+5%	11k	41.10	View chart
Parker-Hannifin Corporation (PH)	0.1	$443k	-51%	453.00	977.13	View chart
Eni Spa Sponsored Adr (E)	0.1	$441k	NEW	9.4k	46.86	View chart
Celestica (CLS)	0.1	$440k	-55%	1.2k	364.80	View chart
Nuveen Floating Rate Income Fund (JFR)	0.1	$440k	+10%	57k	7.67	View chart
Rocket Lab Corp (RKLB)	0.1	$438k	-43%	4.3k	101.65	View chart
Blackstone Mortgage Trust In Com Cl A (BXMT)	0.1	$438k	-49%	26k	16.95	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$434k		23k	19.12	View chart
Ishares Tr 10-20 Yr Trs Etf (TLH)	0.1	$431k	-18%	4.3k	100.35	View chart
Blackrock Etf Trust Isha Syst Al Etf (IALT)	0.1	$431k	NEW	15k	28.05	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.1	$428k		23k	18.58	View chart
Ishares Silver Tr Ishares (SLV)	0.1	$424k	+11%	7.9k	53.47	View chart
First Tr High Yield Opprt 20 (FTHY)	0.1	$424k	-4%	31k	13.70	View chart
Spdr Series Trust St Str Aggre Etf (SPAB)	0.1	$423k	NEW	17k	25.52	View chart
Applovin Corp Com Cl A (APP)	0.1	$422k	+38%	819.00	515.22	View chart
Spdr Series Trust ST STR SP600 SML (SPSM)	0.1	$418k	NEW	7.3k	57.67	View chart
United Parcel Svcs CL B (UPS)	0.1	$416k	+6%	3.9k	107.47	View chart
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)	0.1	$416k		3.0k	137.54	View chart
Ishares Tr 0-3 Mth Treasury (SGOV)	0.1	$415k	+46%	4.1k	100.67	View chart
General Motors Company (GM)	0.1	$410k	NEW	5.3k	77.08	View chart
Spdr Series Trust St Str Sp600grwo (SLYG)	0.1	$407k	NEW	3.4k	119.13	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.1	$405k	-41%	6.8k	59.73	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$398k	NEW	607.00	655.89	View chart
Wisdomtree Tr Us Smallcap Fund (EES)	0.1	$394k		5.8k	67.79	View chart
Vanguard Bd Index Fds Total Bnd Mrkt (BND)	0.1	$390k	+10%	5.3k	73.42	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.1	$389k	NEW	607.00	640.76	View chart
Blackrock Etf Trust Isha Us Them Etf (THRO)	0.1	$386k	-69%	9.0k	43.11	View chart
Pfizer (PFE)	0.1	$386k	+5%	16k	24.08	View chart
Pulte (PHM)	0.1	$383k	NEW	2.8k	137.21	View chart
Abrdn Healthcare Opportuniti SHS (THQ)	0.1	$381k	+8%	20k	18.73	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.1	$379k		4.5k	83.75	View chart
Kinder Morgan (KMI)	0.1	$377k	-3%	12k	31.97	View chart
Ecolab (ECL)	0.1	$375k		1.3k	278.61	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.1	$374k	+2%	4.4k	85.49	View chart
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)	0.1	$374k		6.3k	59.50	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.1	$373k	+8%	1.5k	246.35	View chart
Roper Industries (ROP)	0.1	$372k		1.1k	338.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.1	$367k		19k	19.52	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	0.1	$365k	-10%	1.9k	191.80	View chart
Select Sector Spdr Tr St Str Util Etf (XLU)	0.1	$364k		8.0k	45.34	View chart
Altria (MO)	0.1	$364k	-8%	5.1k	71.95	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	0.1	$363k	+2%	7.2k	50.57	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.1	$359k	+6%	7.2k	49.55	View chart
First Tr Exchng Traded Fd Vi Actv Fctr Mdcp (AFMC)	0.1	$358k	+7%	8.7k	40.98	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.1	$358k		18k	19.61	View chart
Blackrock Etf Trust Ishares Defense (IDEF)	0.1	$357k	+11%	11k	31.78	View chart
Capital Group Dividend Value Shs Creat Unit (CGDV)	0.1	$355k	-49%	7.2k	49.28	View chart
Keurig Dr Pepper (KDP)	0.1	$353k		11k	32.74	View chart
Super Micro Computer Com New (SMCI)	0.1	$351k	+21%	12k	29.33	View chart
Energy Fuels Com New (UUUU)	0.1	$349k	-13%	24k	14.50	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.1	$348k	NEW	4.5k	77.29	View chart
Spdr Series Trust St Str P400mid (SPMD)	0.1	$346k	NEW	5.1k	67.56	View chart
First Tr Exchng Traded Fd Vi Vest Us Equity M (MARM)	0.1	$344k	-7%	10k	34.13	View chart
Uber Technologies (UBER)	0.1	$344k	+8%	4.8k	72.16	View chart
Blackrock Etf Trust Ii Isha Glo Usd Etf (GGOV)	0.1	$340k	NEW	6.8k	50.29	View chart
Global X Fds Artificial Etf (AIQ)	0.1	$340k	+3%	5.2k	65.63	View chart
Spdr Series Trust St Str Sp Aero (XAR)	0.1	$338k	NEW	1.2k	283.86	View chart
First Tr Exch Traded Fd Iii Equity Market Ne	0.1	$338k	+3%	16k	20.64	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.1	$338k	-6%	7.2k	46.81	View chart
Goldman Sachs Physical Gold Unit (AAAU)	0.1	$336k		8.5k	39.57	View chart
Wisdomtree Tr Us Multifactor (USMF)	0.1	$335k		6.2k	54.24	View chart
Coinbase Global Com Cl A (COIN)	0.1	$323k	-42%	2.2k	146.19	View chart
Oracle Corporation (ORCL)	0.1	$323k	NEW	2.2k	146.55	View chart
Fifth Third Ban (FITB)	0.1	$321k		5.7k	56.36	View chart
At&t (T)	0.1	$318k	-50%	15k	20.70	View chart
China Yuchai Intl (CYD)	0.1	$315k	NEW	6.6k	47.41	View chart
Select Sector Spdr Tr St Str Svc Etf (XLC)	0.1	$315k	+22%	2.9k	107.18	View chart
Vanguard Admiral Fds 500 Grth Idx F (VOOG)	0.1	$314k	+492%	3.8k	82.62	View chart
Nucor Corporation (NUE)	0.1	$311k	NEW	1.4k	222.76	View chart
Ast Spacemobile Com Cl A (ASTS)	0.1	$311k	-79%	3.5k	88.86	View chart
Proshares Tr Pshs Ult S&p 500 (SSO)	0.1	$309k	-2%	4.6k	67.38	View chart
Exchange Listed Fds Tr Qraft Ai Us Mmtm (AMOM)	0.1	$307k	+4%	4.8k	64.29	View chart
Northern Lights Fd Tr Df Tacti 30 Etf (DFTT)	0.1	$305k	-4%	9.5k	32.24	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$298k		23k	12.80	View chart
Spdr Series Trust St Str P500val (SPYV)	0.1	$297k	NEW	4.9k	60.81	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.1	$295k	+2%	3.5k	84.07	View chart
Neos Etf Trust Enhanced Income (HYBI)	0.1	$295k	+36%	6.0k	49.25	View chart
Walt Disney Company (DIS)	0.1	$294k	+18%	3.1k	96.24	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$291k	-9%	3.6k	81.07	View chart
Ishares Tr Ibonds 26 Trm Ts (IBTG)	0.1	$288k		13k	22.89	View chart
MaxLinear (MXL)	0.1	$285k	NEW	2.2k	128.03	View chart
Managed Portfolio Ser Kens He Prem Etf (KHPI)	0.1	$282k	-31%	11k	25.83	View chart
SLB Com Stk (SLB)	0.1	$282k		6.1k	46.49	View chart
Brinker International (EAT)	0.1	$277k	-47%	1.6k	168.00	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$275k		1.1k	242.99	View chart
Adtalem Global Ed (CVSA)	0.1	$274k	+3%	2.2k	124.66	View chart
Doubleline Income Solutions (DSL)	0.1	$273k	+32%	25k	11.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XIDE)	0.1	$272k	-13%	9.0k	30.38	View chart
Capital Group Growth Etf Shs Creat Unit (CGGR)	0.1	$267k	-50%	5.7k	47.20	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$267k	-69%	1.2k	219.85	View chart
Millicom Intl Cellular S A Com Stk (TIGO)	0.1	$266k	-15%	2.9k	90.76	View chart
Goldman Sachs Etf Tr Nasda 100 Etf (GPIQ)	0.1	$266k		4.5k	59.31	View chart
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)	0.1	$266k		4.8k	55.57	View chart
First Tr Exchange Traded Rba Indl Etf (AIRR)	0.1	$265k		2.0k	133.25	View chart
Pentair SHS (PNR)	0.1	$264k		3.4k	76.66	View chart
Northern Lts Fd Tr Iii Cp High Yild Trd (HYTR)	0.1	$261k	+3%	12k	21.36	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$258k		3.4k	75.45	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.1	$258k	-11%	3.4k	76.69	View chart
Ishares Tr Ibonds 27 Trm Ts (IBTH)	0.1	$257k		12k	22.37	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$255k	+3%	4.8k	53.11	View chart
Dycom Industries (DY)	0.1	$255k	NEW	504.00	505.59	View chart
Starbucks Corporation (SBUX)	0.1	$253k	NEW	2.5k	102.20	View chart
Enterprise Products Partners (EPD)	0.1	$248k		6.8k	36.76	View chart
Duke Energy Corp Com New (DUK)	0.1	$247k		1.9k	126.61	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.1	$245k	NEW	2.8k	86.53	View chart
Vanguard Admiral Fds SMLCP 600 GRTH (VIOG)	0.1	$244k	-3%	1.6k	153.42	View chart
Tidal Trust I Sp Dwjns Sukuk (SPSK)	0.1	$243k	NEW	14k	18.01	View chart
Capital Group Core Equity Et Shs Creat Unit (CGUS)	0.1	$241k	-50%	5.4k	44.48	View chart
Colgate-Palmolive Company (CL)	0.1	$240k	-49%	2.6k	91.68	View chart
Doubleline Opportunistic Cr (DBL)	0.1	$239k	+49%	17k	14.38	View chart
Lowe's Companies (LOW)	0.1	$239k		1.1k	220.49	View chart
Oneok (OKE)	0.1	$235k		2.7k	86.94	View chart
Kinross Gold Corp (KGC)	0.1	$235k	+7%	9.9k	23.62	View chart
Applied Materials (AMAT)	0.1	$234k	-82%	324.00	723.30	View chart
Sp Funds Trust S&p Glo Tec Etf (SPTE)	0.1	$232k	NEW	4.8k	48.83	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.1	$232k	-6%	2.4k	96.58	View chart
Spdr Index Shs Fds St Intl Cap Etf (GWX)	0.1	$231k	NEW	5.3k	43.76	View chart
Exchange Listed Fds Tr Qraft Ai Enhcd (QRFT)	0.1	$231k	NEW	3.3k	69.64	View chart
Wisdomtree Tr Em Mkts Qtly Div (DGRE)	0.1	$228k	NEW	5.6k	40.94	View chart
Schwab Strategic Tr Fund Em Equi Etf (FNDE)	0.0	$223k		5.6k	39.75	View chart
Mastercard Incorporated Cl A (MA)	0.0	$221k	NEW	430.00	513.61	View chart
Vanguard Bd Index Fds Long Term Bond (BLV)	0.0	$219k	-21%	3.2k	68.91	View chart
Bny Mellon Etf Trust Conce Intl Etf (BKCI)	0.0	$218k	-41%	4.0k	53.97	View chart
Neos Etf Trust Real Est Hig Etf (IYRI)	0.0	$216k	+2%	4.4k	49.11	View chart
Bk Nova Cad (BNS)	0.0	$214k	NEW	2.5k	86.78	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.0	$212k		2.7k	79.03	View chart
Goldman Sachs Etf Tr Activebeta Eme (GEM)	0.0	$212k	NEW	4.1k	52.00	View chart
Coeur Mng Com New (CDE)	0.0	$212k	-42%	13k	16.32	View chart
Capital Group Global Equity SHS (CGGE)	0.0	$210k	-50%	5.9k	35.24	View chart
Ishares Tr 3 7 Yr Treas Bd (IEI)	0.0	$207k	NEW	1.8k	117.47	View chart
Newmont Mining Corporation (NEM)	0.0	$206k	NEW	2.2k	93.40	View chart
Constellium Se Cl A Shs (CSTM)	0.0	$205k	NEW	6.4k	31.87	View chart
Global X Fds Russell 2000 (RYLD)	0.0	$203k	+10%	13k	15.99	View chart
Proshares Tr Ultrapro Qqq (TQQQ)	0.0	$203k	-65%	2.5k	81.00	View chart
Tidal Trust Ii Yield Unive Etfs (YMAX)	0.0	$179k	+24%	22k	8.08	View chart
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)	0.0	$172k		11k	16.39	View chart
Nexa Res S A (NEXA)	0.0	$161k	NEW	13k	12.24	View chart
Bigbear Ai Hldgs (BBAI)	0.0	$107k		29k	3.67	View chart
Tidal Trust Ii Yieldmax Meta (FBY)	0.0	$96k	NEW	11k	8.96	View chart
Tidal Trust Ii Yieldmax Smci (SMCY)	0.0	$79k	+38%	16k	5.06	View chart
Getty Images Holdings Cl A Com (GETY)	0.0	$8.6k	NEW	10k	0.86	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 Q2 filed July 9, 2026
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

View all past filings

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