WORLD EQUITY GROUP, INC. Portfolio Holdings - 13F Filings | 13F Fund Database
WORLD EQUITY GROUP, INC. 13F Holdings
CIK 0000878770
As of Sep 30, 2025, WORLD EQUITY GROUP, INC. reported
347 positions worth $396.7M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
| APPLE INC | AAPL | Technology | 109,933 | $28.0M | 7.06% |
| FIRST TRUST LONG/SHORT EQUITY ETF | FTLS | — | 287,710 | $20.1M | 5.07% |
| MICROSOFT CORP | MSFT | Technology | 35,339 |
|
8.3M
4.61% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 24,698 |
4.8M | 3.74% |
| NVIDIA CORP | NVDA | Technology | 72,870 |
3.6M | 3.43% |
| FT VEST LADDERED BUFFER ETF | BUFR | — | 269,131 | $9.0M | 2.27% |
| SPDR S&P 500 ETF TRUST | SPY | — | 13,226 | $8.8M | 2.22% |
| AMAZON.COM INC | AMZN | Equity | 38,890 | $8.5M | 2.15% |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 9,145 | $8.5M | 2.13% |
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 40,695 | $7.4M | 1.87% |
| FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND | FDL | — | 160,665 | $7.0M | 1.76% |
| SPDR GOLD TRUST | GQ9 | — | 18,592 | $6.7M | 1.68% |
| META PLATFORMS INC | META | Communication Services | 8,736 | $6.4M | 1.62% |
| ISHARES CORE S&P 500 ETF | IVV | — | 8,785 | $5.9M | 1.48% |
| ALPHABET INC | GOOGL | Equity | 21,158 | $5.1M | 1.30% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 74,472 | $5.1M | 1.27% |
| TESLA INC | TSLA | Consumer Cyclical | 10,493 | $4.7M | 1.18% |
| FT VEST BUFFERED ALLOCATION GROWTH ETF | BUFG | — | 170,410 | $4.6M | 1.16% |
| VANGUARD 500 INDEX FUND | VOO | — | 6,845 | $4.2M | 1.06% |
| FT VEST LADDERED NASDAQ BUFFER ETF | BUFQ | — | 114,828 | $4.0M | 1.01% |
| PROSHARES ULTRAPRO QQQ | TQQQ | — | 38,291 | $4.0M | 1.00% |
| BANK OF AMERICA CORP | BAC | Financial Services | 73,188 | $3.8M | 0.95% |
| FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | AIRR | — | 36,426 | $3.5M | 0.89% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 56,518 | $3.4M | 0.85% |
| BERKSHIRE HATHAWAY INC | BRK/B | Financial Services | 6,648 | $3.3M | 0.84% |