WORLD EQUITY GROUP, INC. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on January 12, 2026, for the 2025 Q4 period, WORLD EQUITY GROUP, INC. held in its portfolio 314 assets valued at $358,253,635 (i.e. $358.25M).

The most valuable assets in the portfolio included: APPLE INC ($21.77M), INVESCO QQQ TR ($14.83M), and MICROSOFT CORP ($14.13M).

The chart below shows the top 10 valuable assets, and the table below shows the top 314 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.
Data Source: SEC.
Top Valuable Stocks in WORLD EQUITY GROUP, INC. Portfolio
APPLE INC
INVESCO QQQ TR
MICROSOFT CORP
NVIDIA CORPORATION
SPDR S&P 500 ETF TR
FIRST TR EXCHNG TRADED FD VI
AMAZON COM INC
SPDR GOLD TR
PALANTIR TECHNOLOGIES INC
ALPHABET INC
WORLD EQUITY GROUP, INC. - Stock Holdings in 13F Filings (SEC)
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Name of Issuer No. of Shares Value ($) Class
APPLE INC 80059 21764809 COM
INVESCO QQQ TR 24137 14827787 UNIT SER 1
MICROSOFT CORP 29223 14132884 COM
NVIDIA CORPORATION 56533 10543351 COM
SPDR S&P 500 ETF TR 12327 8406032 TR UNIT
FIRST TR EXCHNG TRADED FD VI 236907 8295513 FT VEST LADDERED
AMAZON COM INC 34405 7941421 COM
SPDR GOLD TR 18143 7190252 GOLD SHS
PALANTIR TECHNOLOGIES INC 39946 7100402 CL A
ALPHABET INC 19440 6084720 CAP STK CL A
META PLATFORMS INC 8740 5768900 CL A
ISHARES TR 7829 5362654 CORE S&P500 ETF
FIRST TR EXCHNG TRADED FD VI 168068 4625231 VEST BUFFERED
VANGUARD INDEX FDS 7282 4566504 S&P 500 ETF SHS
FIRST TR EXCHNG TRADED FD VI 87742 4370320 FT VEST US EQT
TESLA INC 9546 4292855 COM
BANK AMERICA CORP 73648 4050621 COM
VANGUARD TAX-MANAGED FDS 56054 3501691 VAN FTSE DEV MKT
ALPHABET INC 10521 3301490 CAP STK CL C
BROADCOM INC 9396 3251891 COM
LISTED FDS TR 121290 3192996 ALPHADROID BROAD
BERKSHIRE HATHAWAY INC DEL 6311 3172224 CL B NEW
EXXON MOBIL CORP 25770 3101216 COM
WALMART INC 27296 3040996 COM
JPMORGAN CHASE & CO. 8449 2722527 COM
LISTED FDS TR 107410 2626658 ALPHADROID DEFN
NORTHERN LTS FD TR IV 40496 2613225 MAIN SECTR ROTN
TEXAS PACIFIC LAND CORPORATI 8481 2435913 COM
VANGUARD INDEX FDS 4989 2433949 GROWTH ETF
SELECT SECTOR SPDR TR 16603 2390273 STATE STREET TEC
SPDR SERIES TRUST 22802 2304299 STATE STREET SPD
ISHARES TR 18534 2227416 CORE S&P SCP ETF
GOLDMAN SACHS GROUP INC 2428 2134396 COM
SCHWAB STRATEGIC TR 78395 2133128 FUNDAMENTAL US L
CATERPILLAR INC 3619 2072979 COM
ELI LILLY & CO 1915 2058012 COM
SCHWAB STRATEGIC TR 69318 1901393 US DIVIDEND EQ
MCDONALDS CORP 5850 1787840 COM
ABBVIE INC 7788 1779449 COM
ISHARES TR 13918 1715526 S&P 500 GRWT ETF
CITIGROUP INC 14598 1703441 COM NEW
VANGUARD INDEX FDS 8748 1670846 VALUE ETF
CHEVRON CORP NEW 10918 1664017 COM
PACER FDS TR 27596 1660450 US CASH COWS 100
TAIWAN SEMICONDUCTOR MFG LTD 5184 1575351 SPONSORED ADS
COCA COLA CO 21422 1497592 COM
INNOVATOR ETFS TRUST 70154 1468274 EQUITY DUAL DIRT
ISHARES TR 31380 1460438 CORE UNIVRSL USD
INTERNATIONAL BUSINESS MACHS 4906 1453197 COM
BLACKROCK ETF TRUST 23867 1451362 ISHARES US EQUIT
ISHARES TR 6799 1441809 S&P 500 VAL ETF
PROSHARES TR 27302 1439367 ULTRAPRO QQQ
EATON CORP PLC 4448 1416732 SHS
VANGUARD INDEX FDS 5484 1414610 SMALL CP ETF
HOME DEPOT INC 4067 1399307 COM
RITHM CAPITAL CORP 127800 1393020 COM NEW
VANGUARD INTL EQUITY INDEX F 25292 1359713 FTSE EMR MKT ETF
JOHNSON & JOHNSON 6470 1338865 COM
FRANKLIN TEMPLETON ETF TR 23633 1329583 US MID CP MLTFCT
WISDOMTREE TR 30266 1317782 DYNAMIC INTL EQT
FIRST TR EXCHNG TRADED FD VI 55224 1261316 VEST LADDERED SM
INVESCO EXCHANGE TRADED FD T 9016 1248398 S&P MDCP MOMNTUM
VISA INC 3536 1240111 COM CL A
FIRST TR EXCHNG TRADED FD VI 31266 1235458 FT VEST U.S
ISHARES TR 3584 1229204 S&P 100 ETF
VICTORY PORTFOLIOS II 16230 1198487 VCSHS US 500 ENH
CROWDSTRIKE HLDGS INC 2545 1192994 CL A
PROCTER AND GAMBLE CO 8317 1191876 COM
FIRST TR EXCHNG TRADED FD VI 35976 1184826 FT VEST US EQUT
SELECT SECTOR SPDR TR 21470 1175928 STATE STREET FIN
ISHARES INC 17294 1162503 CORE MSCI EMKT
ETFIS SER TR I 53609 1155276 VIRTUS INFRCAP
LAM RESEARCH CORP 6720 1150330 COM NEW
FIRST TR EXCHNG TRADED FD VI 33113 1140147 FT VEST US EQ UN
FIRST TR EXCHNG TRADED FD VI 30853 1096972 FT VEST US EQUIT
FIRST TR EXCHNG TRADED FD VI 41120 1090914 FT VEST LAD
ISHARES TR 15244 1088578 EAFE VALUE ETF
NETFLIX INC 11550 1082928 COM
ADVANCED MICRO DEVICES INC 5022 1075404 COM
FIRST TR EXCHANGE-TRADED FD 63054 1072549 WCM INTL EQUITY
CISCO SYS INC 13915 1071856 COM
MERCK & CO INC 10176 1071148 COM
VANGUARD INDEX FDS 3098 1038742 TOTAL STK MKT
INVESCO EXCH TRADED FD TR II 4070 1029297 NASDAQ 100 ETF
DANAHER CORPORATION 4282 980301 COM
ISHARES TR 10824 969397 CORE 80/20 AGGRE
SELECT SECTOR SPDR TR 6245 968670 STATE STREET IND
TJX COS INC NEW 6232 957298 COM
ABBOTT LABS 7626 955410 COM
VANGUARD SCOTTSDALE FDS 7559 920308 VNG RUS1000GRW
POWER SOLUTIONS INTL INC 15740 899384 COM NEW
AUTOMATIC DATA PROCESSING IN 3496 899276 COM
UNITEDHEALTH GROUP INC 2710 894433 COM
ISHARES BITCOIN TRUST ETF 17949 891168 SHS BEN INT
ISHARES TR 3591 883953 RUSSELL 2000 ETF
GALLAGHER ARTHUR J & CO 3403 880688 COM
VANGUARD INDEX FDS 3033 880237 MID CAP ETF
ISHARES TR 3342 836536 MSCI USA MMENTM
ISHARES GOLD TR 10218 829395 ISHARES NEW
ISHARES TR 3851 826771 US AER DEF ETF
MICRON TECHNOLOGY INC 2860 816273 COM
FIRST TR EXCHNG TRADED FD VI 20896 813931 VEST US EQU UNCA
EXELON CORP 18400 802076 COM
DBX ETF TR 21737 800574 XTRACK USD HIGH
JOHNSON CTLS INTL PLC 6612 791819 SHS
BNY MELLON ETF TRUST 16402 788444 HIGH YIELD ETF
NEOS ETF TRUST 14614 787132 NASDAQ 100 HIGH
VIRTUS DIVERSIFIED INCM & CO 29867 785203 COM
INNOVATOR ETFS TRUST 36361 776431 EQUITY DUAL DIRC
INNOVATOR ETFS TRUST 35858 775074 EQUITY DUAL DIRE
NEOS ETF TRUST 14572 765472 NEOS S&P 500 HI
PROFESIONALLY MANAGED PORTFO 11674 764764 AKRE FOCUS ETF
FIRST TR EXCHANGE-TRADED FD 12666 759073 FIRST TR ENH NEW
VANGUARD INDEX FDS 2715 757865 MCAP GR IDXVIP
BLUEROCK PVT REAL ESTATE FD 50400 756000 COM
GE AEROSPACE 2422 746049 COM NEW
FIRST TR EXCHANGE TRADED FD 20447 743617 DORSEY WRIGHT
VANGUARD CHARLOTTE FDS 15164 732729 TOTAL INT BD ETF
FIDELITY MERRIMACK STR TR 15891 731622 TOTAL BD ETF
AIRBNB INC 5379 730038 COM CL A
ISHARES TR 3625 719952 MSCI USA QLT FCT
SELECT SECTOR SPDR TR 4641 718427 STATE STREET HEA
VANGUARD INDEX FDS 2354 711167 SML CP GRW ETF
INNOVATOR ETFS TRUST 36932 707986 EQUITY DUAL NOV
COSTCO WHSL CORP NEW 812 699874 COM
ISHARES TR 7266 697719 MSCI EAFE ETF
HCA HEALTHCARE INC 1476 689166 COM
WEDBUSH SER TR 21493 679394 DAN IVES WEDBUSH
FIRST TR EXCHNG TRADED FD VI 13267 679042 FT VEST UQ EQT
XAI MADISON EQUITY PREMIUM I 111230 667382 COM
SHOPIFY INC 4121 663357 CL A SUB VTG SHS
ISHARES TR 1400 662620 RUS 1000 GRW ETF
ISHARES TR 13699 657141 MSCI INTL MOMENT
RTX CORPORATION 3558 652487 COM
HECLA MNG CO 33581 644419 COM
NEXTERA ENERGY INC 7925 636191 COM
TRANE TECHNOLOGIES PLC 1603 623760 SHS
PEPSICO INC 4268 612510 COM
VANGUARD BD INDEX FDS 12260 611038 VANGUARD ULTRA
NEWMONT CORP 6015 600598 COM
FIRST TR EXCHANGE-TRADED ALP 6162 592283 SML CP GRW ALP
GOLDMAN SACHS ETF TR 6175 582920 MARKETBETA US EQ
ISHARES TR 2852 569560 U.S. TECH ETF
TALEN ENERGY CORP 1486 557012 COM
LISTED FDS TR 22062 556183 SWAN HEDGED EQTY
FIRST TR EXCHANGE-TRADED FD 14426 552804 SMID RISNG ETF
VERIZON COMMUNICATIONS INC 13464 548395 COM
FIRST TR HIGH YIELD OPPRT 20 38957 548125 COM
WOODWARD INC 1799 544008 COM
VANGUARD BD INDEX FDS 6857 540396 SHORT TRM BOND
BLACKROCK ETF TRUST 16220 540126 ISHARES A I INNO
BLACKROCK ETF TRUST 13983 539184 ISHARES US THEMA
PIMCO DYNAMIC INCOME FD 30307 536737 SHS
SPROTT ASSET MANAGEMENT LP 21937 518810 PHYSICAL SILVER
ISHARES TR 5362 510616 MBS ETF
ISHARES TR 4984 506723 10-20 YR TRS ETF
DNP SELECT INCOME FD INC 50722 506711 COM
GLOBAL X FDS 28654 506315 NASDAQ 100 COVER
STRYKER CORPORATION 1438 505414 COM
FIRST TR EXCHNG TRADED FD VI 12926 505407 ACTV FCTR LGCP
GENERAL MTRS CO 6175 502151 COM
CHUBB LIMITED 1592 496895 COM
NUVEEN S&P 500 BUY-WRITE INC 33534 492950 COM
BLACKSTONE MTG TR INC 25620 490109 COM CL A
WISDOMTREE TR 10033 488206 ITL HDG QTLY DIV
LAUDER ESTEE COS INC 4605 482236 CL A
LISTED FDS TR 7296 481244 ROUNDHILL MAGNIF
AMERICAN HEALTHCARE REIT INC 10058 473329 COM SHS
CALAMOS DYNAMIC CONV & INCOM 22384 466921 COM
PACER FDS TR 10605 460889 CASH COWS ETF
WISDOMTREE TR 11761 458914 EM EX ST-OWNED
PALO ALTO NETWORKS INC 2484 457553 COM
ILLINOIS TOOL WKS INC 1851 456008 COM
ISHARES TR 2155 453283 RUS 1000 VAL ETF
ISHARES SILVER TR 7035 453195 ISHARES
VERTIV HOLDINGS CO 2746 444879 COM CL A
FIRST TR EXCHANGE-TRADED ALP 3528 444442 COM SHS
NEOS ETF TRUST 9119 443928 RUSSELL 2000 HIG
WISDOMTREE TR 4933 441158 US QTLY DIV GRT
INVESCO EXCH TRD SLF IDX FD 23018 433544 BULETSHS 2029
CVS HEALTH CORP 5453 432769 COM
APPLOVIN CORP 642 432592 COM CL A
VALERO ENERGY CORP 2654 432045 COM
VOYAGER TECHNOLOGIES INC 16199 423442 COM CL A
MARRIOTT INTL INC NEW 1355 420375 CL A
LAS VEGAS SANDS CORP 6385 415600 COM
COINBASE GLOBAL INC 1830 413836 COM CL A
APPLIED MATLS INC 1599 410927 COM
CASEYS GEN STORES INC 733 405167 COM
CENTRUS ENERGY CORP 1663 403710 CL A
COMFORT SYS USA INC 432 403181 COM
AMERICAN EXPRESS CO 1088 402506 COM
VANGUARD BD INDEX FDS 5433 402450 TOTAL BND MRKT
VANGUARD WORLD FD 533 401868 INF TECH ETF
AMPHENOL CORP NEW 2959 399879 CL A
WISDOMTREE TR 9525 395097 INTL QULTY DIV
ISHARES TR 5943 392257 CORE S&P MCP ETF
ALTRIA GROUP INC 6777 390762 COM
GE VERNOVA INC 588 384299 COM
NUVEEN FLOATING RATE INCOME 48953 383302 COM
J P MORGAN EXCHANGE TRADED F 7481 378464 ULTRA SHRT ETF
VANGUARD STAR FDS 5016 378407 VG TL INTL STK F
PFIZER INC 15107 376161 COM
FIRST TR EXCHNG TRADED FD VI 11369 375800 VEST US EQUITY M
T ROWE PRICE ETF INC 9828 375626 CAP APPRECIATION
PARKER-HANNIFIN CORP 427 375503 COM
WELLTOWER INC 1995 370292 COM
ISHARES TR 4131 369559 CORE MSCI EAFE
AT&T INC 14819 368112 COM
INVESCO EXCH TRD SLF IDX FD 18776 367540 BULSHS 2026 CB
UL SOLUTIONS INC 4576 360863 CLASS A COM SHS
INVESCO EXCH TRD SLF IDX FD 18255 360354 BULSHS 2027 CB
OKLO INC 5004 359087 COM CL A
PENTAIR PLC 3448 359075 SHS
ABRDN HEALTHCARE OPPORTUNITI 18700 357731 SHS
PHILIP MORRIS INTL INC 2220 356088 COM
UNION PAC CORP 1538 355774 COM
XCEL ENERGY INC 4808 355119 COM
NVENT ELECTRIC PLC 3471 353938 SHS
VANGUARD SCOTTSDALE FDS 7408 348753 MTG-BKD SECS ETF
SPDR DOW JONES INDL AVERAGE 724 347997 UT SER 1
GUARDANT HEALTH INC 3405 347787 COM
BLACKROCK ETF TRUST II 6520 344075 ISHARES FLEXIBLE
VANGUARD ADMIRAL FDS INC 3067 340314 SMLLCP 600 IDX
SELECT SECTOR SPDR TR 7970 340239 STATE STREET UTI
FIRST TR EXCHNG TRADED FD VI 10134 333206 ACTV FCTR SMCP
VANGUARD INTL EQUITY INDEX F 4528 333080 ALLWRLD EX US
WISDOMTREE TR 5826 331674 US SMALLCAP FUND
CELESTICA INC 1121 331379 COM
SENECA FOODS CORP NEW 2992 331005 CL A
KINDER MORGAN INC DEL 11987 329523 COM
DISNEY WALT CO 2883 328041 COM
MARVELL TECHNOLOGY INC 3839 326238 COM
ECOLAB INC 1222 320799 COM
VANECK ETF TRUST 3738 320610 GOLD MINERS ETF
TEXAS INSTRS INC 1817 315172 COM
INVESCO EXCH TRADED FD TR II 6429 313221 S&P SMALLCAP 600
ISHARES TR 6259 313013 CORE INTL AGGR
PACER FDS TR 9408 312052 SWAN SOS FLEX JU
ROPER TECHNOLOGIES INC 700 311591 COM
PACER FDS TR 8335 311479 SWAN SOS FLX JAN
ALIBABA GROUP HLDG LTD 2114 309797 SPONSORED ADS
SOUTHERN CO 3534 308168 COM
ISHARES TR 6761 307279 MSCI INTL QUALTY
CIPHER MINING INC 20814 307215 COM
FIRST TR EXCH TRADED FD III 14858 306669 MERGER ARBITRA
CAPITAL GROUP DIVIDEND VALUE 7022 306443 SHS CREATION UNI
EXCHANGE LISTED FDS TR 6304 306437 QRAFT AI US MMTM
ORACLE CORP 1553 302695 COM
INTEL CORP 8199 302556 COM
SPDR INDEX SHS FDS 6804 302166 PORTFOLIO DEVLPD
WISDOMTREE TR 5870 300896 US MULTIFACTOR
BAIDU INC 2298 300257 SPON ADR REP A
VANGUARD BD INDEX FDS 3853 300047 INTERMED TERM
AIM ETF PRODUCTS TRUST 9815 297338 ALLIANZIM US EQU
KEURIG DR PEPPER INC 10606 297066 COM
SEAGATE TECHNOLOGY HLDNGS PL 1076 296320 ORD SHS
UBER TECHNOLOGIES INC 3625 296199 COM
FIRST TR EXCHANGE TRADED FD 1923 294268 NASDQ CLN EDGE
JANUS DETROIT STR TR 5817 294237 HENDRSON AAA CL
AMGEN INC 887 290324 COM
ISHARES TR 12588 287951 IBONDS 26 TRM TS
MSCI INC 501 287439 COM
SELECT SECTOR SPDR TR 2407 283338 STATE STREET COM
VANGUARD INDEX FDS 1319 279351 SM CP VAL ETF
SUPER MICRO COMPUTER INC 9515 278504 COM NEW
VANGUARD INDEX FDS 1332 278450 EXTEND MKT ETF
VICTORY PORTFOLIOS II 6958 274006 SHARES FREE CASH
AIM ETF PRODUCTS TRUST 9439 272694 ALLIANZIM US EQT
FIRST TR EXCHNG TRADED FD VI 7907 272570 ACTV FCTR MDCP
AIM ETF PRODUCTS TRUST 8521 271905 ALLIANZIM US
DUKE ENERGY CORP NEW 2311 270916 COM NEW
WISDOMTREE TR 3312 268305 INTL SMCAP DIV
CONSTELLATION ENERGY CORP 756 266960 COM
DEERE & CO 567 263801 COM
EXCHANGE LISTED FDS TR 4198 262043 QRAFT AI ENHCD
VANGUARD BD INDEX FDS 3727 259076 LONG TERM BOND
PROSHARES TR 4454 257958 PSHS ULT S&P 500
PACER FDS TR 6173 254451 GLOBL CASH ETF
GOLDMAN SACHS ETF TR 4784 252595 S&P 500 PREMIUM
SELECT SECTOR SPDR TR 5648 252520 STATE STREET ENE
UNITED PARCEL SERVICE INC 2528 250771 CL B
WASTE MGMT INC DEL 1139 250140 COM
CME GROUP INC 911 248776 COM
ISHARES TR 11061 248541 IBONDS 27 TRM TS
THERMO FISHER SCIENTIFIC INC 423 245139 COM
FIRST TR EXCHANGE TRADED FD 2490 244818 RBA INDL ETF
GOLDMAN SACHS ETF TR 5490 235741 ACTIVEBETA INT
AST SPACEMOBILE INC 3177 230746 COM CL A
KINROSS GOLD CORP 8126 228831 COM
LOWES COS INC 933 225002 COM
GOLDMAN SACHS PHYSICAL GOLD 5285 224877 UNIT
FORD MTR CO 17120 224615 COM
NUVEEN AMT FREE MUN CR INC F 17700 224082 COM
PINTEREST INC 8442 218563 CL A
CAPITAL GROUP CORE EQUITY ET 5424 218208 SHS CREATION UNI
STARBUCKS CORP 2567 216203 COM
COMERICA INC 2480 215625 COM
GOLDMAN SACHS ETF TR 4072 215287 NASDAQ-100 PREMI
VANGUARD SCOTTSDALE FDS 2683 213916 SHRT TRM CORP BD
GLOBAL X FDS 4183 212754 ARTIFICIAL ETF
MASTERCARD INCORPORATED 372 212367 CL A
SSR MINING IN 9548 209341 COM
T-MOBILE US INC 1031 209334 COM
FIRST TR EXCHNG TRADED FD VI 6856 208423 FT VEST U.S. EQU
NEOS ETF TRUST 4237 205921 REAL ESTATE HIGH
FIRST TR EXCHNG TRADED FD VI 6336 200719 FT VEST NAS
DOUBLELINE INCOME SOLUTIONS 16380 184603 COM
INVESCO EXCH TRD SLF IDX FD 10523 175682 BULETSHS 2031 CP
GLOBAL X FDS 11472 175518 RUSSELL 2000
ENERGY TRANSFER L P 10580 174457 COM UT LTD PTN
DOUBLELINE OPPORTUNISTIC CR 11100 169275 COM
BIGBEAR AI HLDGS INC 29200 157680 COM
TIDAL TRUST II 14000 139720 YIELDMAX UNIVERS