Fund Holdings — WORLD EQUITY GROUP, INC.

Total Portfolio Value
$440.54M
Total Bought
$103.70M
Total Sold
$36.88M
Net Transaction
+$66.82M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)83,511109,933+26,42217,03127,9956.35%+10,964
COSTCO WHSL CORP NEW(COST)1,4189,145+7,7271,4048,4651.92%+7,061
NVIDIA CORPORATION(NVDA)56,52272,870+16,3488,93013,5963.09%+4,666
MICROSOFT CORP(MSFT)29,36335,339+5,97614,60518,3044.15%+3,699
FIRST TR EXCHANGE TRADED FD
RBA INDL ETF
2,91836,426+33,5082383,5220.80%+3,284
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
261,966287,710+25,74417,36320,1254.57%+2,762
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
034,631+34,63102,6320.60%+2,632
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
1,94115,912+13,9712702,4040.55%+2,134
ALPHABET INC(GOOG)17,71821,158+3,4403,1225,1461.17%+2,024
PALANTIR TECHNOLOGIES INC(PLTR)39,70540,695+9905,4137,4241.69%+2,011
AMAZON COM INC(AMZN)30,70038,890+8,1906,7358,5421.94%+1,806
TESLA INC(TSLA)9,05210,493+1,4412,8754,6661.06%+1,791
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUT
037,477+37,47701,2080.27%+1,208
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,5018,074+4,5737951,9950.45%+1,200
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
26,26153,971+27,7109852,0670.47%+1,081
SPDR GOLD TR(GLD)18,40518,592+1875,6106,6591.51%+1,048
INVESCO QQQ TR25,00524,698-30713,79414,8273.37%+1,034
SPDR S&P 500 ETF TR(SPY)12,68713,226+5397,8398,8112.00%+972
UNITEDHEALTH GROUP INC(UNH)02,755+2,75509540.22%+954
BANK AMERICA CORP60,06973,188+13,1192,8423,7790.86%+936
ISHARES TR8,0078,785+7784,9735,8811.34%+908
ISHARES TR04,250+4,25008890.20%+889
ISHARES TR2,2464,670+2,4246841,5540.35%+871
BROADCOM INC(AVGO)8,2139,482+1,2692,2643,1280.71%+864
BLACKROCK ETF TRUST
ISHARES US EQUIT
19,63932,527+12,8881,0701,9260.44%+856
AMPHENOL CORP NEW2,7738,591+5,8182741,0630.24%+789
ALPHABET INC(GOOG)10,46910,749+2801,8572,6180.59%+761
FIRST TR EXCHANGE-TRADED FD148,794160,665+11,8716,2306,9741.58%+744
BLACKROCK ETF TRUST
ISHA I IN TE ETF
021,668+21,66807400.17%+740
JPMORGAN CHASE & CO.(JPM)6,6778,472+1,7951,9362,6730.61%+737
QUALCOMM INC(QCOM)04,323+4,32307190.16%+719
CREDO TECHNOLOGY GROUP HOLDI
ORDINARY SHARES
04,847+4,84707060.16%+706
WEDBUSH SER TR021,463+21,46306890.16%+689
SELECT SECTOR SPDR TR
ST STR CARE ETF
04,946+4,94606880.16%+688
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
261,244269,131+7,8878,3088,9942.04%+687
CITIGROUP INC(C)14,09418,489+4,3951,2001,8790.43%+680
FIRST TR EXCHANGE-TRADED FD3,83765,874+62,0374321,1110.25%+680
WISDOMTREE TR(WT)13,79028,639+14,8495471,1970.27%+650
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
012,423+12,42306450.15%+645
ISHARES TR69,41774,472+5,0554,4075,0511.15%+645
ELI LILLY & CO(LLY)1,1171,973+8568711,5050.34%+635
ASML HOLDING N V
N Y REGISTRY SHS
271862+5912178350.19%+617
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
011,245+11,24506150.14%+615
HOME DEPOT INC(HD)4,4035,487+1,0841,6142,2230.50%+609
ROBINHOOD MKTS INC(HOOD)04,177+4,17705980.14%+598
VISA INC(V)4,5056,311+1,8061,5992,1540.49%+555
CHEVRON CORP NEW(CVX)8,47511,356+2,8811,2131,7660.40%+553
PROSHARES TR
ULTRAPRO QQQ
41,10038,291-2,8093,4113,9590.90%+548
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
014,103+14,10305370.12%+537
ISHARES BITCOIN TRUST ETF(IBIT)8,75615,758+7,0025361,0700.24%+534
ISHARES TR016,310+16,31005260.12%+526
WISDOMTREE TR(WT)015,521+15,52105230.12%+523
POWER SOLUTIONS INTL INC(PSIX)14,25214,688+4369221,4430.33%+521
ISHARES TR08,415+8,41505140.12%+514
ACCENTURE PLC IRELAND
SHS CLASS A
02,078+2,07805120.12%+512
ABBVIE INC(ABBV)8,4158,912+4971,5622,0630.47%+501
SELECT SECTOR SPDR TR
ST STR FINL ETF
22,44930,943+8,4941,1761,6670.38%+491
ISHARES INC
CORE MSCI EMKT
12,66918,882+6,2137611,2450.28%+484
CENTRUS ENERGY CORP(LEU)01,549+1,54904800.11%+480
VANGUARD INSTL INDEX FD05,945+5,94504500.10%+450
SPDR SERIES TRUST
ST STR SP HOME
04,031+4,03104470.10%+447
FRANKLIN TEMPLETON ETF TR
US MID CP MLTFCT
16,98824,141+7,1539231,3630.31%+440
ENI S P A(E)012,527+12,52704380.10%+438
ISHARES TR5,0626,888+1,8269901,4230.32%+433
TERAWULF INC(WULF)037,785+37,78504320.10%+432
COSTAR GROUP INC(CSGP)05,096+5,09604300.10%+430
TAIWAN SEMICONDUCTOR MFG LTD(TSM)4,8625,459+5971,1011,5250.35%+424
LAUDER ESTEE COS INC(EL)04,766+4,76604200.10%+420
SOUTHERN CO(SO)4,0298,204+4,1753707780.18%+408
CATERPILLAR INC(CAT)3,6903,794+1041,4321,8100.41%+378
WASTE MGMT INC DEL(WM)1,6093,343+1,7343687380.17%+370
VANGUARD INDEX FDS6,7416,845+1043,8304,1920.95%+363
ADOBE INC(ADBE)01,013+1,01303570.08%+357
NORTHERN LTS FD TR IV
MAIN SECTR ROTN
38,32540,957+2,6322,2262,5810.59%+356
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
46,42048,563+2,1432,9123,2660.74%+354
SNOWFLAKE INC(SNOW)01,564+1,56403530.08%+353
MP MATERIALS CORP(MP)05,253+5,25303520.08%+352
INNOVATOR ETFS TRUST
EQUITY DUAL DIRT
017,076+17,07603500.08%+350
THE TRADE DESK INC(TTD)3,37212,069+8,6972435920.13%+349
INVESCO EXCHANGE TRADED FD T
DORS WRI MOM ETF
02,924+2,92403450.08%+345
SYNOPSYS INC(SNPS)3981,112+7142045490.12%+345
T ROWE PRICE ETF INC
CAP APPRECIATION
08,817+8,81703320.08%+332
IDEXX LABS INC(IDXX)0487+48703110.07%+311
LISTED FDS TR
SWAN HEDGED EQTY
012,359+12,35903080.07%+308
BAIDU INC02,296+2,29603030.07%+303
COMFORT SYS USA INC(FIX)0366+36603020.07%+302
FIRST TR EXCH TRADED FD III
EQUITY MARKET NE
014,677+14,67702980.07%+298
BLACKROCK ETF TRUST
ISHA US THEM ETF
12,24819,345+7,0974367320.17%+297
APPLOVIN CORP(APP)709758+492485450.12%+296
G WILLI FOOD INTL LTD(WILC)013,969+13,96902870.07%+287
SSR MINING IN(SSRM)011,614+11,61402840.06%+284
SPDR INDEX SHS FDS
ST STR PO EX ETF
06,407+6,40702740.06%+274
ISHARES TR16,89117,667+7761,8602,1330.48%+273
SEAGATE TECHNOLOGY HLDNGS PL
ORD SHS
01,139+1,13902690.06%+269
GOLDMAN SACHS GROUP INC(GS)2,4202,481+611,7131,9780.45%+266
THERMO FISHER SCIENTIFIC INC(TMO)0544+54402640.06%+264
FIRST TR EXCHNG TRADED FD VI
VEST BUFFERED
169,675170,410+7354,3344,5911.04%+257
ISHARES TR
CORE MSCI EAFE
02,920+2,92002550.06%+255
LAM RESEARCH CORP(LRCX)6,7406,770+306569070.21%+250
WISDOMTREE TR(WT)02,990+2,99002380.05%+238
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WORLD EQUITY GROUP, INC. — 13F Holdings — Q3 2025 | TickerTrail