Fund HoldingsWORLD EQUITY GROUP, INC.

Total Portfolio Value
$276.86M
Total Bought
$45.13M
Total Sold
$109.75M
Net Transaction
-$64.62M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
INVESCO QQQ TR017,990+17,99008,7803.17%+8,780
PROSHARES TR
ULTRAPRO QQQ
035,400+35,40002,5660.93%+2,566
FIRST TR EXCHNG TRADED FD VI
FT VEST NAS
043,247+43,24701,1680.42%+1,168
APPLE INC(AAPL)083,873+83,873019,5427.06%+19,542
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
026,192+26,19201,1150.40%+1,115
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
033,442+33,44201,0510.38%+1,051
FIRST TR EXCHANGE-TRADED FD
NASD TECH DIV
030,740+30,74002,4680.89%+2,468
SPDR S&P 500 ETF TR(SPY)012,549+12,54907,2002.60%+7,200
NVIDIA CORPORATION(NVDA)42,92550,211+7,2865,3036,0982.20%+795
PALANTIR TECHNOLOGIES INC(PLTR)45,94651,546+5,6001,1641,9180.69%+754
INVESCO EXCHANGE TRADED FD T
S&P500 EQL REL
34,78749,058+14,2711,1381,8640.67%+726
ISHARES TR06,804+6,80401,0320.37%+1,032
FIRST TR EXCHANGE-TRADED FD03,017+3,01706390.23%+639
FIRST TR MORNINGSTAR DIVID L123,534126,788+3,2544,6865,3191.92%+633
ETFIS SER TR I
VIRTUS INFRCAP
027,450+27,45006270.23%+627
ISHARES TR013,535+13,53501,2960.47%+1,296
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
0115,982+115,98204,2191.52%+4,219
ISHARES TR053,414+53,41403,0731.11%+3,073
FIRST TR VALUE LINE DIVID IN
SHS
012,969+12,96905900.21%+590
ISHARES TR02,588+2,58805690.21%+569
ADVANCED MICRO DEVICES INC(AMD)05,299+5,29908690.31%+869
SPDR GOLD TR(GLD)013,788+13,78803,3511.21%+3,351
FIRST TR EXCHANGE TRADED FD
HLTH CARE ALPH
04,806+4,80605380.19%+538
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
044,992+44,99202,6640.96%+2,664
FIRST TR EXCHNG TRADED FD VI
VEST US EQUITY M
017,536+17,53605340.19%+534
FIRST TR EXCHNG TRADED FD VI
VEST LAD CAP ETF
024,673+24,67305210.19%+521
FIRST TRUST LRGCP GWT ALPHAD
COM SHS
03,861+3,86105070.18%+507
NORTHERN LTS FD TR III
CP HIGH YILD TRD
37,54358,944+21,4018011,3070.47%+506
TESLA INC(TSLA)5,9566,395+4391,1791,6730.60%+494
VANGUARD ADMIRAL FDS INC01,386+1,38604790.17%+479
ETF SER SOLUTIONS
DEFIANCE SPACE A
010,816+10,81604690.17%+469
GOLDMAN SACHS GROUP INC(GS)2,1152,835+7209571,4030.51%+447
WISDOMTREE TR(WT)05,108+5,10804250.15%+425
ISHARES TR
CORE UNIVRSL USD
029,496+29,49601,3900.50%+1,390
WALMART INC(WMT)034,941+34,94102,8211.02%+2,821
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
07,611+7,61103860.14%+386
INTERNATIONAL BUSINESS MACHS(IBM)06,175+6,17501,3650.49%+1,365
SPDR SER TR
ST STR SP400VAL
04,753+4,75303780.14%+378
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR LGCP
010,763+10,76303670.13%+367
SHOPIFY INC(SHOP)04,384+4,38403510.13%+351
HOME DEPOT INC(HD)04,160+4,16001,6860.61%+1,686
ISHARES BITCOIN TRUST ETF(IBIT)09,027+9,02703260.12%+326
ISHARES TR018,610+18,61002,1770.79%+2,177
TEXAS PACIFIC LAND CORPORATI(TPL)2,8892,762-1272,1212,4440.88%+322
VIRTUS DIVERSIFIED INCM & CO014,592+14,59203130.11%+313
ISHARES TR
MSCI USA MMENTM
01,452+1,45202940.11%+294
PFIZER INC(PFE)065,953+65,95301,9090.69%+1,909
NUVEEN FLOATING RATE INCOME(JFR)033,046+33,04602910.11%+291
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR SMCP
09,445+9,44502910.11%+291
SPDR SER TR
ST STR SP HOME
02,291+2,29102850.10%+285
ALLSTATE CORP(ALL)01,499+1,49902840.10%+284
INFOSYS LTD(INFY)012,716+12,71602830.10%+283
FIRST TR EXCHNG TRADED FD VI
ACTV FCTR MDCP
08,491+8,49102730.10%+273
BOSTON SCIENTIFIC CORP(BSX)03,223+3,22302700.10%+270
VANGUARD WORLD FD
INF TECH ETF
0457+45702680.10%+268
FIRST TR LRGE CP CORE ALPHA
COM SHS
02,568+2,56802680.10%+268
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
07,294+7,29402660.10%+266
AUTOMATIC DATA PROCESSING IN03,820+3,82001,0570.38%+1,057
FIRST TR EXCHANGE-TRADED FD
INTL DEV STRNGTH
063,999+63,99902,3990.87%+2,399
VANGUARD INDEX FDS01,419+1,41902580.09%+258
ISHARES INC
MSCI EMRG CHN
04,046+4,04602470.09%+247
TJX COS INC NEW(TJX)02,084+2,08402450.09%+245
VANGUARD INTL EQUITY INDEX F03,841+3,84102420.09%+242
LISTED FD TR
ROUN MA SEVE ETF
05,029+5,02902400.09%+240
MCDONALDS CORP(MCD)05,930+5,93001,8060.65%+1,806
PIMCO DYNAMIC INCOME FD(PDI)011,766+11,76602380.09%+238
TALEN ENERGY CORP(TLN)01,330+1,33002370.09%+237
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
262,711262,056-6557,5987,8332.83%+235
WISDOMTREE TR(WT)04,451+4,45102350.08%+235
SELECT SECTOR SPDR TR
ST STR TECHN ETF
08,260+8,26001,8650.67%+1,865
TRANE TECHNOLOGIES PLC(TT)0592+59202300.08%+230
ABRDN HEALTHCARE OPPORTUNITI010,350+10,35002290.08%+229
GLOBAL X FDS
NASDAQ 100 COVER
012,616+12,61602280.08%+228
BNY MELLON ETF TRUST06,838+6,83802270.08%+227
VANGUARD WORLD FD
UTILITIES ETF
01,302+1,30202270.08%+227
SOUTHERN COPPER CORP(SCCO)01,958+1,95802260.08%+226
LYONDELLBASELL INDUSTRIES N
SHS - A -
02,350+2,35002250.08%+225
SUMMIT THERAPEUTICS INC(SMMT)12,77914,842+2,0631003250.12%+225
ISHARES TR
MSCI INTL MOMENT
05,575+5,57502250.08%+225
ISHARES TR
MSCI INTL QUALTY
05,407+5,40702240.08%+224
PHILLIPS EDISON & CO INC(PECO)05,936+5,93602240.08%+224
WISDOMTREE TR(WT)05,665+5,66502220.08%+222
WELLTOWER INC(WELL)01,729+1,72902210.08%+221
BNY MELLON ETF TRUST
HIGH YIELD ETF
04,406+4,40602150.08%+215
ALIBABA GROUP HLDG LTD(BABA)01,983+1,98302100.08%+210
LAS VEGAS SANDS CORP(LVS)014,000+14,00007050.25%+705
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
026,399+26,39901,4200.51%+1,420
PACER FDS TR
US SM CAP CA ETF
04,462+4,46202080.07%+208
VISTA OUTDOOR INC05,256+5,25602060.07%+206
CONSTELLATION ENERGY CORP(CEG)0788+78802050.07%+205
INTUITIVE SURGICAL INC0417+41702050.07%+205
VANGUARD INDEX FDS0824+82402010.07%+201
FIRST TR EXCHNG TRADED FD VI
FT VEST NASD ETF
135,419138,449+3,0304,0034,2021.52%+199
COSTCO WHSL CORP NEW(COST)1,1881,364+1761,0101,2090.44%+199
CATERPILLAR INC(CAT)04,115+4,11501,6090.58%+1,609
VANGUARD INDEX FDS02,930+2,93006950.25%+695
JOHNSON & JOHNSON(JNJ)012,488+12,48802,0240.73%+2,024
EXELON CORP(EXC)015,550+15,55006310.23%+631
SELECT SECTOR SPDR TR
ST STR CARE ETF
02,315+2,31503570.13%+357
DANAHER CORPORATION(DHR)02,572+2,57207150.26%+715
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