Fund HoldingsWORLD EQUITY GROUP, INC.

Total Portfolio Value
$366.59M
Total Bought
$69.00M
Total Sold
$68.21M
Net Transaction
+$789.4K
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
META PLATFORMS INC(META)015,994+15,994011,8043.22%+11,804
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR MDCP
0163,088+163,08805,2401.43%+5,240
INVESCO QQQ TR025,005+25,005013,7943.76%+13,794
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
237,346261,966+24,62015,20917,3634.74%+2,154
PALANTIR TECHNOLOGIES INC(PLTR)039,705+39,70505,4131.48%+5,413
NVIDIA CORPORATION(NVDA)056,522+56,52208,9302.44%+8,930
MCDONALDS CORP(MCD)012,046+12,04603,5200.96%+3,520
SPDR GOLD TR(GLD)018,405+18,40505,6101.53%+5,610
VANGUARD INDEX FDS06,741+6,74103,8301.04%+3,830
FIRST TR EXCH TRD ALPHDX FD
EMERG MKT ALPH
040,410+40,41009920.27%+992
BROADCOM INC(AVGO)08,213+8,21302,2640.62%+2,264
PROSHARES TR
ULTRAPRO QQQ
041,100+41,10003,4110.93%+3,411
MARATHON PETE CORP(MPC)05,008+5,00808320.23%+832
SCHWAB STRATEGIC TR071,761+71,76101,7610.48%+1,761
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
03,501+3,50107950.22%+795
FIRST TR EXCHNG TRADED FD VI
VEST US EQU UNCA
022,396+22,39607840.21%+784
FIRST TR EXCHANGE-TRADED FD047,832+47,83207610.21%+761
MASTEC INC(MTZ)04,142+4,14207060.19%+706
POWER SOLUTIONS INTL INC014,252+14,25209220.25%+922
AMAZON COM INC(AMZN)030,700+30,70006,7351.84%+6,735
MARVELL TECHNOLOGY INC(MRVL)08,534+8,53406610.18%+661
FIRST TR EXCHNG TRADED FD VI
FT VE US EQ OCTO
028,667+28,66709180.25%+918
DBX ETF TR017,659+17,65906520.18%+652
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
012,723+12,72306380.17%+638
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
011,659+11,65905600.15%+560
SELECT SECTOR SPDR TR
ST STR UTIL ETF
09,508+9,50807760.21%+776
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
012,428+12,42805560.15%+556
SPDR S&P 500 ETF TR(SPY)012,687+12,68707,8392.14%+7,839
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
011,064+11,06405540.15%+554
WISDOMTREE TR(WT)013,790+13,79005470.15%+547
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
025,296+25,29602,2810.62%+2,281
TAIWAN SEMICONDUCTOR MFG LTD(TSM)04,862+4,86201,1010.30%+1,101
SPDR DOW JONES INDL AVERAGE(DIA)01,856+1,85608180.22%+818
INVESCO EXCHANGE TRADED FD T
DJ INDL AVG DV
09,916+9,91605270.14%+527
SELECT SECTOR SPDR TR
ST STR TECHN ETF
07,436+7,43601,8830.51%+1,883
STRYKER CORPORATION(SYK)01,956+1,95607740.21%+774
SUPER MICRO COMPUTER INC(SMCI)09,176+9,17604500.12%+450
NEOS ETF TRUST
NEOS S&P 500 HI
014,941+14,94107520.21%+752
CONSOLIDATED EDISON INC(ED)04,415+4,41504430.12%+443
GOLDMAN SACHS GROUP INC(GS)02,420+2,42001,7130.47%+1,713
CHINA YUCHAI INTL LTD(CYD)018,402+18,40204400.12%+440
BLACKROCK ETF TRUST
ISHA US THEM ETF
012,248+12,24804360.12%+436
NEOS ETF TRUST
NASDAQ 100 HIGH
08,341+8,34104340.12%+434
MARRIOTT INTL INC NEW(MAR)02,876+2,87607860.21%+786
SHOPIFY INC(SHOP)03,700+3,70004270.12%+427
ISHARES TR67,54869,417+1,8693,9814,4071.20%+425
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
07,584+7,58409760.27%+976
EATON CORP PLC(ETN)4,0904,276+1861,1151,5260.42%+411
NETFLIX INC(NFLX)0755+75501,0110.28%+1,011
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
42,80146,420+3,6192,5062,9120.79%+407
INVESCO EXCH TRD SLF IDX FD019,324+19,32404000.11%+400
ROBLOX CORP(RBLX)03,737+3,73703930.11%+393
VOYAGER TECHNOLOGIES INC(VOYG)010,000+10,00003930.11%+393
MASTERCARD INCORPORATED(MA)0698+69803920.11%+392
OKLO INC(OKLO)06,963+6,96303900.11%+390
JOHNSON CTLS INTL PLC
SHS
03,691+3,69103900.11%+390
NEWMONT CORP(NEM)06,653+6,65303880.11%+388
TESLA INC(TSLA)09,052+9,05202,8750.78%+2,875
VANGUARD TAX-MANAGED FDS057,880+57,88003,3000.90%+3,300
BANK AMERICA CORP060,069+60,06902,8420.78%+2,842
NUSCALE PWR CORP(SMR)09,444+9,44403740.10%+374
ALPHABET INC(GOOG)010,469+10,46901,8570.51%+1,857
PACER FDS TR
US CASH COWS 100
025,651+25,65101,4130.39%+1,413
VANGUARD INDEX FDS05,389+5,38901,2770.35%+1,277
AMERICAN HEALTHCARE REIT INC(AHR)09,641+9,64103540.10%+354
KINDER MORGAN INC DEL(KMI)011,987+11,98703520.10%+352
HDFC BANK LTD(HDB)04,564+4,56403500.10%+350
CELESTICA INC(CLS)02,225+2,22503470.09%+347
MERCK & CO INC(MRK)012,114+12,11409590.26%+959
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
016,988+16,98809230.25%+923
AT&T INC(T)14,85625,186+10,3303877290.20%+342
NEOS ETF TRUST
RUSS 2000 HI ETF
07,479+7,47903400.09%+340
HIMS & HERS HEALTH INC(HIMS)06,806+6,80603390.09%+339
EMERSON ELEC CO(EMR)02,544+2,54403390.09%+339
VANGUARD INDEX FDS04,930+4,93002,1610.59%+2,161
ANHEUSER BUSCH INBEV SA/NV(BUD)04,799+4,79903300.09%+330
JPMORGAN CHASE & CO.(JPM)06,677+6,67701,9360.53%+1,936
VANGUARD ADMIRAL FDS INC03,087+3,08703120.09%+312
LPL FINL HLDGS INC(LPLA)01,552+1,55205820.16%+582
LOWES COS INC(LOW)01,366+1,36603030.08%+303
D-WAVE QUANTUM INC(QBTS)020,610+20,61003020.08%+302
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
015,364+15,36403000.08%+300
ISHARES TR9,23612,031+2,7957071,0030.27%+297
FIDELITY NATIONAL FINANCIAL(FNF)05,290+5,29002970.08%+297
ISHARES INC
CORE MSCI EMKT
8,62812,669+4,0414667610.21%+295
VERTIV HOLDINGS CO(VRT)02,235+2,23502870.08%+287
GE VERNOVA INC(GEV)0538+53802850.08%+285
SPDR SERIES TRUST
ST STR P500ETF
09,972+9,97207250.20%+725
FIRST TR EXCHANGE TRADED FD
INTL DEV STRNGTH
74,28776,345+2,0582,7223,0050.82%+283
LISTED FDS TR
ROUN MA SEVE ETF
012,708+12,70807050.19%+705
WISDOMTREE TR(WT)05,370+5,37002750.08%+275
VANGUARD SCOTTSDALE FDS
VNG RUS1000GRW
07,411+7,41108090.22%+809
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
01,941+1,94102700.07%+270
MICROSTRATEGY INC(MSTR)0644+64402600.07%+260
NVENT ELECTRIC PLC(NVT)03,443+3,44302520.07%+252
MEDTRONIC PLC(MDT)02,882+2,88202510.07%+251
CROWDSTRIKE HLDGS INC(CRWD)2,6192,301-3189231,1720.32%+249
PIMCO ETF TR
ENHNCD LW DUR AC
02,591+2,59102480.07%+248
NEOS ETF TRUST
REAL EST HIG ETF
04,842+4,84202420.07%+242
VANGUARD INDEX FDS02,782+2,78207780.21%+778
Page 1 of 1