World Equity Group, Inc.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 4, 2025), World Equity Group, Inc. reported 358 stock positions worth $466.4 million. Its top holding was Microsoft (MSFT) at 5.6% of the portfolio, followed by Apple (AAPL, 4.3%) and SS SPDR S&P 500 ETF Trust-US (SPY, 3.3%). Compared with Q3 2024, it opened 142 new positions, sold out of 40, added to 176 and reduced 34. The biggest buy was a new position in SS Consumer Disc Select Sect (XLY) and the biggest sale Apple (AAPL, shares −4%).
- Most Recent 13F
- Q2 2026
- Location
- SCHAUMBURG, IL
- CIK
- 0000878770
- Portfolio Value
- $466.4M (Q4 2024)
- SEC Filing
- 0000878770-25-000002 ↗ filed Feb 4, 2025
Holdings Value
Holdings 358 stocks · $466.4M
| MSFT Microsoft Corp. | 5.57% | 61,594 | $26.0M | Add +96.5% |
| AAPL Apple Inc. | 4.34% | 80,766 | $20.2M | Reduce -3.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 3.28% | 26,090 | $15.3M | Add +107.9% |
| FTLS First Trust Long/Short Eqty | 3.06% | 216,628 | $14.3M | Add +51.3% |
| NVDA Nvidia Corp. | 3.04% | 105,708 | $14.2M | Add +110.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.28% | 20,818 | $10.6M | Add +15.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 1.80% | 275,464 | $8.4M | Add +5.1% |
| META Meta Platforms Inc. Class A | 1.58% | 12,598 | $7.4M | Add +113.9% |
| GLD SPDR Gold Shares | 1.48% | 28,582 | $6.9M | Add +107.3% |
| AMZN Amazon.com Inc. | 1.42% | 30,084 | $6.6M | Add +1.0% |
| WMT Walmart Inc. | 1.34% | 69,330 | $6.3M | Add +98.4% |
| VOO Vanguard S&P 500 ETF | 1.30% | 11,288 | $6.1M | Add +118.8% |
| PLTR Palantir Technologies Inc. Class A | 1.28% | 79,124 | $6.0M | Add +53.5% |
| TPL Texas Pacific Land Corp. | 1.26% | 5,304 | $5.9M | Add +92.0% |
| VEA Vanguard Ftse Developed ETF | 1.19% | 115,610 | $5.5M | Add +208.3% |
| IVV iShares Core S&P 500 ETF | 1.15% | 9,119 | $5.4M | Add +21.8% |
| FDL First Trust Morn DVD Lead Inc. | 1.13% | 130,601 | $5.3M | Add +3.0% |
| TSLA Tesla Inc. | 1.12% | 12,882 | $5.2M | Add +101.4% |
| XLY SS Consumer Disc Select Sect | 0.97% | 20,144 | $4.5M | New |
| SECT Main Sector Rotation ETF | 0.96% | 81,474 | $4.5M | Add +208.6% |
| BUFG FT Vest Buffered Allocation | 0.96% | 182,356 | $4.5M | Add +5.6% |
| IJR iShares Core S&P Small-Cap E | 0.94% | 38,192 | $4.4M | Add +105.2% |
| SDVY First Trust Smid Cap Rising | 0.93% | 121,054 | $4.3M | Add +4.4% |
| VFH Vanguard Financials ETF | 0.88% | 34,882 | $4.1M | New |
| IYF iShares US Financials ETF | 0.86% | 36,258 | $4.0M | New |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 0.85% | 126,308 | $4.0M | Reduce -8.8% |
| XITK SS SPDR F Inno Tech ETF | 0.85% | 22,726 | $4.0M | New |
| CFO Victoryshares US 500 Enhance | 0.84% | 56,853 | $3.9M | Add +186.0% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.83% | 9,436 | $3.9M | Add +407.0% |
| TQQQ Proshares Ultrapro QQQ | 0.81% | 48,016 | $3.8M | Add +35.6% |
| JNJ Johnson & Johnson | 0.77% | 24,872 | $3.6M | Add +99.2% |
| PG The Procter & Gamble Co. | 0.75% | 20,796 | $3.5M | Add +186.5% |
| GOOGL Alphabet Inc. Class A | 0.74% | 18,336 | $3.5M | No change |
| RITM Rithm Capital Corp. | 0.72% | 309,000 | $3.3M | Add +87.4% |
| XLK SS Technology Select Sector | 0.72% | 14,368 | $3.3M | Add +74.0% |
| MCD McDonald's Corp. | 0.71% | 11,422 | $3.3M | Add +92.6% |
| EFV iShares MSCI Eafe Value ETF | 0.71% | 62,977 | $3.3M | Add +17.9% |
| JPM JPMorgan Chase & Co. | 0.68% | 13,296 | $3.2M | Add +99.7% |
| SCHD Schwab US DVD Equity ETF | 0.64% | 109,236 | $3.0M | Add +154.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.63% | 17,414 | $2.9M | Add +403.6% |
| V Visa Inc. Class A | 0.59% | 8,638 | $2.7M | Add +110.4% |
| XOM Exxon Mobil Corp. | 0.57% | 24,546 | $2.6M | Add +3.6% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.56% | 59,151 | $2.6M | Add +0.4% |
| PFE Pfizer Inc. | 0.51% | 89,682 | $2.4M | Add +36.0% |
| XLF SS Financial Select Sector | 0.50% | 48,440 | $2.3M | Add +108.1% |
| RDVY First Trust Rising Dividend | 0.50% | 39,098 | $2.3M | Reduce -13.1% |
| FICS FT International Dev Cap STR | 0.50% | 68,009 | $2.3M | Add +6.3% |
| VWO Vanguard Ftse Emerging Marke | 0.48% | 50,976 | $2.2M | Add +190.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.44% | 4,504 | $2.0M | Reduce -11.1% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.39% | 7,646 | $1.8M | Add +161.0% |
| ABBV Abbvie Inc. | 0.39% | 10,325 | $1.8M | Add +34.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.39% | 76,846 | $1.8M | Add +98.9% |
| BKHY BNY Mellon High Yield ETF | 0.39% | 38,145 | $1.8M | Add +765.8% |
| HYTR Counterpoint Hi YLD ETF | 0.39% | 82,782 | $1.8M | Add +40.4% |
| XLI SS Industrial Select Sector | 0.38% | 13,512 | $1.8M | Add +105.6% |
| FTHY First Trust Hi YLD Opp 2027 | 0.38% | 122,195 | $1.8M | Reduce -4.4% |
| BUFS Ftvest Lddrdsmcpmod Buff ETF | 0.38% | 82,871 | $1.8M | Add +235.9% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.38% | 22,320 | $1.8M | Reduce -27.4% |
| COWZ Pacer US Cash Cows 100 ETF | 0.36% | 29,990 | $1.7M | Add +118.4% |
| IWM iShares Russell 2000 ETF | 0.36% | 7,622 | $1.7M | Add +105.7% |
| GOOG Alphabet Inc. Class C | 0.36% | 8,769 | $1.7M | Add +5.8% |
| HD Home Depot Inc. | 0.35% | 4,194 | $1.6M | Add +0.8% |
| IVW iShares S&P 500 Growth ETF | 0.35% | 16,029 | $1.6M | Add +18.4% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.34% | 35,464 | $1.6M | Add +20.2% |
| VTI VG Morningstar TS MKT ETF-US | 0.33% | 5,286 | $1.5M | Add +97.8% |
| AVGO Broadcom Inc. | 0.32% | 6,497 | $1.5M | Add +9.9% |
| VONG Vanguard Russell 1000 Growth | 0.32% | 14,266 | $1.5M | Add +185.8% |
| IYW iShares Ustechnology ETF | 0.30% | 8,844 | $1.4M | Add +30.0% |
| IFRA iShares US Infrastructure | 0.30% | 29,992 | $1.4M | Add +109.8% |
| ORCL Oracle Corp. | 0.30% | 8,304 | $1.4M | Add +108.9% |
| BNDX Vanguard Total Intl Bond ETF | 0.30% | 28,124 | $1.4M | Add +374.1% |
| CAT Caterpillar Inc. | 0.29% | 3,793 | $1.4M | Reduce -7.8% |
| TCAF T Rowe PRC Cap Appreciation | 0.29% | 41,064 | $1.4M | New |
| BUFZ FT Vest Laddered Moderate Bu | 0.29% | 56,637 | $1.4M | Reduce -44.8% |
| NFLX Netflix Inc. | 0.29% | 1,516 | $1.4M | Add +48.6% |
| GS Goldman Sachs Group Inc. | 0.28% | 2,310 | $1.3M | Reduce -18.5% |
| LVS Las Vegas Sands Corp. | 0.28% | 25,602 | $1.3M | Add +82.9% |
| KO The Coca-Cola Co. | 0.28% | 20,983 | $1.3M | Add +0.9% |
| VZ Verizon Communications Inc. | 0.28% | 32,640 | $1.3M | Add +89.9% |
| SPMO Invesco S&P 500 Momentum ETF | 0.28% | 13,546 | $1.3M | New |
| NEE Nextera Energy Inc. | 0.28% | 17,916 | $1.3M | Add +100.5% |
| MCN Xai Madison Equity Premium I | 0.27% | 190,616 | $1.3M | Add +108.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.26% | 5,541 | $1.2M | Reduce -10.3% |
| CVX Chevron Corp. | 0.26% | 8,309 | $1.2M | Add +6.8% |
| ACV Virtus Divers Inc. & Convert | 0.26% | 54,501 | $1.2M | Add +273.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.25% | 5,988 | $1.2M | Add +109.8% |
| UXOC FT Useqty Uncapacc ETF - Oct | 0.25% | 38,718 | $1.2M | New |
| XMMO Invesco S&P Midcap Momentum | 0.25% | 9,445 | $1.2M | Add +110.2% |
| COST Costco Wholesale Corp. | 0.24% | 1,206 | $1.1M | Reduce -11.6% |
| NDAQ Nasdaq Inc. | 0.24% | 14,218 | $1.1M | New |
| MRK Merck & Co. Inc. | 0.24% | 11,040 | $1.1M | Reduce -9.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.24% | 4,156 | $1.1M | Add +106.7% |
| ADP Automatic Data Processing | 0.23% | 3,741 | $1.1M | Reduce -2.1% |
| IBIT iShares Bitcoin Trust ETF | 0.23% | 20,620 | $1.1M | Add +128.4% |
| QUAL iShares MSCI USA Quality Fac | 0.23% | 6,124 | $1.1M | Add +62.9% |
| JEPQ JPM Nasdaq Equity Premium filed as J P MORGAN EXCHANGE TRADED F | 0.23% | 19,152 | $1.1M | New |
| BSV Vanguard Short-Term Bond ETF | 0.23% | 13,874 | $1.1M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.23% | 15,310 | $1.1M | New |
| UNH Unitedhealth Group Inc. | 0.22% | 2,070 | $1.0M | Add +108.5% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.22% | 3,714 | $1.0M | Add +111.6% |
Portfolio Sells Q3 2024 → Q4 2024
| AAPL Apple Inc. | Reduce -3.7% | 4.34% | −2.72 |
| RSPR Invesco S&P 500 Equal Weight | Sold out | 0.00% | −0.67 |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | Reduce -8.8% | 0.85% | −0.67 |
| BUFZ FT Vest Laddered Moderate Bu | Reduce -44.8% | 0.29% | −0.58 |
| TDIV FT Nasdaq Tech DVD Index FD | Reduce -27.4% | 0.38% | −0.52 |
| RDVY First Trust Rising Dividend | Reduce -13.1% | 0.50% | −0.47 |
| QJUN FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.42 |
| SFEB FT Vest US SC MB ETF-Usd Inc. | Sold out | 0.00% | −0.42 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -11.1% | 0.44% | −0.40 |
| DJUN FT Vest US Equity Deep Buffe | Sold out | 0.00% | −0.40 |
| QMAR FT Vest Nasdaq-100 Buffer Et | Sold out | 0.00% | −0.40 |
| JUNM FT Vest US Eq Max Buf June | Sold out | 0.00% | −0.38 |
| FTHY First Trust Hi YLD Opp 2027 | Reduce -4.4% | 0.38% | −0.32 |
| CAT Caterpillar Inc. | Reduce -7.8% | 0.29% | −0.29 |
| FTA First Trust L C Val Alp | Sold out | 0.00% | −0.28 |
| FLQM Franklin U.S. Mid Cap Multif | Reduce -32.1% | 0.18% | −0.28 |
| MRK Merck & Co. Inc. | Reduce -9.8% | 0.24% | −0.27 |
| HSY The Hershey Co. | Sold out | 0.00% | −0.25 |
| COMT iShares Gsci Commodity Dynam | Sold out | 0.00% | −0.25 |
| IBM Intl Business Machines Corp. | Reduce -10.3% | 0.26% | −0.23 |
| FDN First Trust DJ Internet Ind | Sold out | 0.00% | −0.23 |
| GS Goldman Sachs Group Inc. | Reduce -18.5% | 0.28% | −0.22 |
| FVD First Trust Value Line DVD | Sold out | 0.00% | −0.21 |
| COST Costco Wholesale Corp. | Reduce -11.6% | 0.24% | −0.20 |
| FXH First Trust Health Care Alph | Sold out | 0.00% | −0.19 |
| FTC First Trust Large Cap Growth | Sold out | 0.00% | −0.18 |
| AMD Advanced Micro Devices | Reduce -1.7% | 0.13% | −0.18 |
| AON Aon PLC Class A | Sold out | 0.00% | −0.17 |
| KMI Kinder Morgan Inc. | Sold out | 0.00% | −0.16 |
| ADP Automatic Data Processing | Reduce -2.1% | 0.23% | −0.15 |
| MDYV SS SPDR S&P 400 MC Val ETF | Sold out | 0.00% | −0.14 |
| ELV Elevance Health Inc. | Reduce -1.0% | 0.10% | −0.14 |
| TNA Dir Dai SML Ca Bul 3X Et-Usd | Sold out | 0.00% | −0.13 |
| DNOV FT Vest US Equity Deep Buffe | Reduce -2.5% | 0.18% | −0.13 |
| XIDE FT Vest US Equity Buffer & P | Reduce -28.9% | 0.09% | −0.13 |
| TECL Dire Dai Tec Bull 3X ETF-Usd | Sold out | 0.00% | −0.12 |
| ABLD Aba FCF Ral Aset Lad ETF-Usd | Sold out | 0.00% | −0.12 |
| DDEC FT Vest U.S. Equity Deep Buf | Reduce 0.0% | 0.18% | −0.12 |
| MO Altria Group Inc. | Reduce -8.8% | 0.14% | −0.11 |
| PULS Pgim Ultra Short Bond ETF | Sold out | 0.00% | −0.11 |
| CSCO Cisco Systems Inc. | Reduce -5.1% | 0.18% | −0.11 |
| IWY iShares Russell Top 200 Grow | Reduce -24.5% | 0.10% | −0.11 |
| ABOT Abacus FCF Innovation Leader | Sold out | 0.00% | −0.10 |
| XSEP FT Vest U.S. Equity Enhance | Sold out | 0.00% | −0.10 |
| XHB SS SPDR S&P Homebldrs ETF | Sold out | 0.00% | −0.10 |
| INFY Infosys Ltd.-SP ADR | Sold out | 0.00% | −0.10 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.10 |
| NTRS Northern Trust Corp. | Sold out | 0.00% | −0.10 |
| DDWM Wisdomtree DY Inter Eq FD-US | Sold out | 0.00% | −0.10 |
| XISE FT Vest US Equity Buffer & P | Reduce -33.3% | 0.06% | −0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| XLY SS Consumer Disc Select Sect | New | 0.97% | +0.97 |
| VFH Vanguard Financials ETF | New | 0.88% | +0.88 |
| IYF iShares US Financials ETF | New | 0.86% | +0.86 |
| XITK SS SPDR F Inno Tech ETF | New | 0.85% | +0.85 |
| NVDA Nvidia Corp. | Add +110.5% | 3.04% | +0.84 |
| MSFT Microsoft Corp. | Add +96.5% | 5.57% | +0.69 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +107.9% | 3.28% | +0.68 |
| PLTR Palantir Technologies Inc. Class A | Add +53.5% | 1.28% | +0.59 |
| VUG Vanguard Mrngstar GR ETF-Sui | Add +407.0% | 0.83% | +0.57 |
| TSLA Tesla Inc. | Add +101.4% | 1.12% | +0.51 |
| VEA Vanguard Ftse Developed ETF | Add +208.3% | 1.19% | +0.47 |
| SECT Main Sector Rotation ETF | Add +208.6% | 0.96% | +0.45 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +403.6% | 0.63% | +0.41 |
| TPL Texas Pacific Land Corp. | Add +92.0% | 1.26% | +0.38 |
| META Meta Platforms Inc. Class A | Add +113.9% | 1.58% | +0.36 |
| CFO Victoryshares US 500 Enhance | Add +186.0% | 0.84% | +0.34 |
| WMT Walmart Inc. | Add +98.4% | 1.34% | +0.32 |
| VOO Vanguard S&P 500 ETF | Add +118.8% | 1.30% | +0.32 |
| BKHY BNY Mellon High Yield ETF | Add +765.8% | 0.39% | +0.31 |
| PG The Procter & Gamble Co. | Add +186.5% | 0.75% | +0.29 |
| TCAF T Rowe PRC Cap Appreciation | New | 0.29% | +0.29 |
| SPMO Invesco S&P 500 Momentum ETF | New | 0.28% | +0.28 |
| GLD SPDR Gold Shares | Add +107.3% | 1.48% | +0.27 |
| UXOC FT Useqty Uncapacc ETF - Oct | New | 0.25% | +0.25 |
| NDAQ Nasdaq Inc. | New | 0.24% | +0.24 |
| JEPQ JPM Nasdaq Equity Premium | New | 0.23% | +0.23 |
| BSV Vanguard Short-Term Bond ETF | New | 0.23% | +0.23 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.23% | +0.23 |
| PH Parker Hannifin Corp. | New | 0.20% | +0.20 |
| NOW ServiceNow Inc. | New | 0.20% | +0.20 |
| SCHD Schwab US DVD Equity ETF | Add +154.5% | 0.64% | +0.20 |
| SPTM SS SPDR P S&P 1500 Comp ETF | New | 0.19% | +0.19 |
| BUFS Ftvest Lddrdsmcpmod Buff ETF | Add +235.9% | 0.38% | +0.19 |
| SPYI Neos S&P 500 High Income ETF | New | 0.19% | +0.19 |
| BNDX Vanguard Total Intl Bond ETF | Add +374.1% | 0.30% | +0.19 |
| SLB SLB Ltd. | New | 0.18% | +0.18 |
| VWO Vanguard Ftse Emerging Marke | Add +190.6% | 0.48% | +0.18 |
| V Visa Inc. Class A | Add +110.4% | 0.59% | +0.18 |
| JPM JPMorgan Chase & Co. | Add +99.7% | 0.68% | +0.18 |
| EMLP First Trust North American E | New | 0.17% | +0.17 |
| IJR iShares Core S&P Small-Cap E | Add +105.2% | 0.94% | +0.16 |
| VFLO Victoryshares Free Cash Flow | New | 0.15% | +0.15 |
| VMBS Vanguard Mortgage-Backed Sec | New | 0.15% | +0.15 |
| SPYG SS SPDR P S&P 500 Growth ETF | New | 0.15% | +0.15 |
| JAAA Janus Henderson Aaa Clo ETF | New | 0.15% | +0.15 |
| ACV Virtus Divers Inc. & Convert | Add +273.5% | 0.26% | +0.14 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +161.0% | 0.39% | +0.14 |
| VONG Vanguard Russell 1000 Growth | Add +185.8% | 0.32% | +0.14 |
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.13% | +0.13 |
| EXCHANGE LISTED FDS TR | New | 0.13% | +0.13 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 375 | $446.6M | AAPL, SPY, QQQ, NVDA, MSFT |
| Q1 2026 | 368 | $386.1M | AAPL, QQQ, MSFT, NVDA, SPY |
| Q4 2025 | 326 | $358.3M | AAPL, QQQ, MSFT, NVDA, SPY |
| Q3 2025 | 347 | $440.5M | AAPL, FTLS, MSFT, QQQ, NVDA |
| Q2 2025 | 317 | $366.6M | FTLS, AAPL, MSFT, QQQ, META |
| Q1 2025 | 300 | $350.0M | AAPL, FTLS, MSFT, QQQ, COST |
| Q4 2024 | 358 | $466.4M | MSFT, AAPL, SPY, FTLS, NVDA |
| Q3 2024 | 256 | $276.9M | AAPL, MSFT, FTLS, QQQ, BUFR |
| Q2 2024 | 268 | $335.0M | AAPL, MSFT, FTLS, BUFR, AMZN |
| Q1 2024 | 308 | $486.8M | MSFT, AAPL, QQQ, AMZN, BRK.B |