World Equity Group, Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 22, 2025), World Equity Group, Inc. reported 300 stock positions worth $350.0 million. Its top holding was Apple (AAPL) at 7.0% of the portfolio, followed by First Trust Long/Short Eqty (FTLS, 4.3%) and Microsoft (MSFT, 4.3%). Compared with Q4 2024, it opened 38 new positions, sold out of 96, added to 97 and reduced 163. The biggest buy was Apple (AAPL, shares +37%) and the biggest sale Microsoft (MSFT, shares −38%).
- Most Recent 13F
- Q2 2026
- Location
- SCHAUMBURG, IL
- CIK
- 0000878770
- Portfolio Value
- $350.0M (Q1 2025)
- SEC Filing
- 0000878770-25-000003 ↗ filed Apr 22, 2025
Holdings Value
Holdings 300 stocks · $350.0M
| AAPL Apple Inc. | 7.05% | 110,397 | $24.7M | Add +36.7% |
| FTLS First Trust Long/Short Eqty | 4.34% | 237,346 | $15.2M | Add +9.6% |
| MSFT Microsoft Corp. | 4.33% | 38,102 | $15.2M | Reduce -38.1% |
| QQQ Invesco QQQ Trust Series 1 | 2.78% | 20,748 | $9.7M | Reduce -0.3% |
| COST Costco Wholesale Corp. | 2.60% | 9,622 | $9.1M | Add +697.8% |
| BUFR FT Vest Lad Buffervetf-Usd I | 2.42% | 285,788 | $8.5M | Add +3.8% |
| SPY SS SPDR S&P 500 ETF Trust-US | 2.08% | 13,020 | $7.3M | Reduce -50.1% |
| NVDA Nvidia Corp. | 1.98% | 63,551 | $6.9M | Reduce -39.9% |
| IVV iShares Core S&P 500 ETF | 1.78% | 11,069 | $6.2M | Add +21.4% |
| AMZN Amazon.com Inc. | 1.73% | 31,892 | $6.1M | Add +6.0% |
| FDL First Trust Morn DVD Lead Inc. | 1.73% | 139,061 | $6.0M | Add +6.5% |
| GLD SPDR Gold Shares | 1.31% | 16,146 | $4.6M | Reduce -43.5% |
| SDVY First Trust Smid Cap Rising | 1.29% | 134,511 | $4.5M | Add +11.1% |
| BUFG FT Vest Buffered Allocation | 1.26% | 185,685 | $4.4M | Add +1.8% |
| META Meta Platforms Inc. Class A | 1.18% | 7,166 | $4.1M | Reduce -43.1% |
| EFV iShares MSCI Eafe Value ETF | 1.14% | 67,548 | $4.0M | Add +7.3% |
| BUFQ FT VST Lad NSDQ Buf ETF-Usdi | 1.05% | 123,665 | $3.7M | Reduce -2.1% |
| TPL Texas Pacific Land Corp. | 1.02% | 2,693 | $3.6M | Reduce -49.2% |
| IVW iShares S&P 500 Growth ETF | 1.00% | 37,774 | $3.5M | Add +135.7% |
| PLTR Palantir Technologies Inc. Class A | 0.94% | 50,169 | $3.3M | Reduce -36.6% |
| GOOGL Alphabet Inc. Class A | 0.91% | 20,414 | $3.2M | Add +11.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.90% | 6,098 | $3.2M | Add +35.4% |
| WMT Walmart Inc. | 0.88% | 35,145 | $3.1M | Reduce -49.3% |
| XOM Exxon Mobil Corp. | 0.85% | 25,053 | $3.0M | Add +2.1% |
| VEA Vanguard Ftse Developed ETF | 0.83% | 57,353 | $2.9M | Reduce -50.4% |
| VOO Vanguard S&P 500 ETF | 0.81% | 5,485 | $2.8M | Reduce -51.4% |
| FICS FT International Dev Cap STR | 0.78% | 74,287 | $2.7M | Add +9.2% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.74% | 10,572 | $2.6M | Add +355.3% |
| RDVY First Trust Rising Dividend | 0.72% | 42,801 | $2.5M | Add +9.5% |
| TQQQ Proshares Ultrapro QQQ | 0.71% | 43,600 | $2.5M | Reduce -9.2% |
| TSLA Tesla Inc. | 0.71% | 9,595 | $2.5M | Reduce -25.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.71% | 60,010 | $2.5M | Add +1.4% |
| V Visa Inc. Class A | 0.70% | 7,057 | $2.4M | Reduce -18.3% |
| SECT Main Sector Rotation ETF | 0.63% | 43,293 | $2.2M | Reduce -46.9% |
| HD Home Depot Inc. | 0.62% | 5,860 | $2.2M | Add +39.7% |
| JNJ Johnson & Johnson | 0.60% | 12,786 | $2.1M | Reduce -48.6% |
| IWY iShares Russell Top 200 Grow | 0.59% | 9,730 | $2.1M | Add +397.7% |
| IJR iShares Core S&P Small-Cap E | 0.57% | 18,862 | $2.0M | Reduce -50.6% |
| MCD McDonald's Corp. | 0.55% | 6,146 | $1.9M | Reduce -46.2% |
| PG The Procter & Gamble Co. | 0.54% | 11,201 | $1.9M | Reduce -46.1% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.54% | 23,656 | $1.9M | Add +199.2% |
| VUG Vanguard Mrngstar GR ETF-Sui | 0.52% | 4,916 | $1.8M | Reduce -47.9% |
| ABBV Abbvie Inc. | 0.52% | 8,766 | $1.8M | Reduce -15.1% |
| BUFS Ftvest Lddrdsmcpmod Buff ETF | 0.52% | 89,145 | $1.8M | Add +7.6% |
| TDIV FT Nasdaq Tech DVD Index FD | 0.50% | 23,603 | $1.7M | Add +5.8% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.49% | 37,020 | $1.7M | Add +4.4% |
| JPM JPMorgan Chase & Co. | 0.46% | 6,616 | $1.6M | Reduce -50.2% |
| RITM Rithm Capital Corp. | 0.45% | 138,500 | $1.6M | Reduce -55.2% |
| XLF SS Financial Select Sector | 0.45% | 31,527 | $1.6M | Reduce -34.9% |
| KO The Coca-Cola Co. | 0.44% | 21,709 | $1.6M | Add +3.5% |
| QUAL iShares MSCI USA Quality Fac | 0.44% | 9,028 | $1.5M | Add +47.4% |
| SCHD Schwab US DVD Equity ETF | 0.44% | 55,190 | $1.5M | Reduce -49.5% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.44% | 8,867 | $1.5M | Reduce -49.1% |
| GOOG Alphabet Inc. Class C | 0.42% | 9,213 | $1.5M | Add +5.1% |
| UXJA FT Useq Uncppdaccl ETF - Jan | 0.42% | 53,059 | $1.5M | New |
| XLK SS Technology Select Sector | 0.41% | 6,893 | $1.4M | Reduce -52.0% |
| BKHY BNY Mellon High Yield ETF | 0.41% | 29,774 | $1.4M | Reduce -21.9% |
| CVX Chevron Corp. | 0.40% | 8,569 | $1.4M | Add +3.1% |
| PFE Pfizer Inc. | 0.38% | 50,975 | $1.3M | Reduce -43.2% |
| AVGO Broadcom Inc. | 0.38% | 7,904 | $1.3M | Add +21.7% |
| FTHY First Trust Hi YLD Opp 2027 | 0.37% | 90,593 | $1.3M | Reduce -25.9% |
| CAT Caterpillar Inc. | 0.37% | 3,871 | $1.3M | Add +2.1% |
| GS Goldman Sachs Group Inc. | 0.36% | 2,330 | $1.3M | Add +0.9% |
| IVE iShares S&P 500 Value ETF | 0.36% | 6,609 | $1.3M | Add +95.5% |
| DYNF Ishrs US E F R A ETF-Usd Inc. | 0.36% | 25,803 | $1.3M | Add +38.3% |
| BUFZ FT Vest Laddered Moderate Bu | 0.36% | 52,903 | $1.2M | Reduce -6.6% |
| C Citigroup Inc. | 0.35% | 17,523 | $1.2M | Add +46.3% |
| ADP Automatic Data Processing | 0.35% | 4,070 | $1.2M | Add +8.8% |
| VWO Vanguard Ftse Emerging Marke | 0.35% | 26,753 | $1.2M | Reduce -47.5% |
| EFA iShares MSCI Eafe ETF | 0.35% | 14,794 | $1.2M | Add +94.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.34% | 4,798 | $1.2M | Reduce -13.4% |
| EXC Exelon Corp. | 0.34% | 25,549 | $1.2M | Add +48.1% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.32% | 3,307 | $1.1M | Add +6.3% |
| CFO Victoryshares US 500 Enhance | 0.32% | 16,524 | $1.1M | Reduce -70.9% |
| ETN Eaton Corp. PLC | 0.32% | 4,090 | $1.1M | Add +51.8% |
| ABT Abbott Laboratories | 0.32% | 8,501 | $1.1M | Add +58.1% |
| COWZ Pacer US Cash Cows 100 ETF | 0.30% | 18,699 | $1.0M | Reduce -37.6% |
| PFFA Virtus Infracap US Pref STCK | 0.29% | 48,106 | $1.0M | Add +13.1% |
| FNDX Schwab Fndmntl US LRG Co. ETF | 0.27% | 40,563 | $958K | Reduce -47.2% |
| AFLG First Trust Active Factor La | 0.27% | 28,354 | $955K | Add +8.0% |
| DHR Danaher Corp. | 0.27% | 4,594 | $951K | Add +68.5% |
| CSCO Cisco Systems Inc. | 0.27% | 15,409 | $932K | Add +8.6% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.26% | 2,619 | $923K | Add +8.8% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.26% | 4,147 | $920K | Reduce -45.8% |
| LLY Eli Lilly & Co. | 0.26% | 1,113 | $919K | Add +37.9% |
| VTI VG Morningstar TS MKT ETF-US | 0.26% | 3,342 | $919K | Reduce -36.8% |
| EMLP First Trust North American E | 0.25% | 23,712 | $889K | Add +8.5% |
| XLI SS Industrial Select Sector | 0.25% | 6,761 | $886K | Reduce -50.0% |
| FEMS First Trust Emerging Markets | 0.25% | 23,302 | $866K | Add +16.3% |
| AFSM First Trust Active Factor SM | 0.24% | 30,501 | $852K | Add +16.3% |
| IWM iShares Russell 2000 ETF | 0.24% | 4,192 | $841K | Reduce -45.0% |
| AFMC First Trust Active Factor Mi | 0.23% | 26,909 | $820K | Add +11.8% |
| NEE Nextera Energy Inc. | 0.23% | 11,326 | $816K | Reduce -36.8% |
| MO Altria Group Inc. | 0.23% | 13,633 | $810K | Add +7.9% |
| EXCHANGE LISTED FDS TR | 0.23% | 15,809 | $809K | Add +37.0% |
| AMOM Qraft AI-Enh US LRG Cap MTM | 0.23% | 21,213 | $800K | Add +78.2% |
| WM Waste Management Inc. | 0.23% | 3,483 | $799K | Add +15.4% |
| DNOV FT Vest US Equity Deep Buffe | 0.23% | 19,004 | $797K | Reduce -3.2% |
| SPMO Invesco S&P 500 Momentum ETF | 0.23% | 8,542 | $790K | Reduce -36.9% |
| VZ Verizon Communications Inc. | 0.22% | 17,390 | $787K | Reduce -46.7% |
Portfolio Sells Q4 2024 → Q1 2025
| MSFT Microsoft Corp. | Reduce -38.1% | 4.33% | −1.24 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -50.1% | 2.08% | −1.20 |
| NVDA Nvidia Corp. | Reduce -39.9% | 1.98% | −1.07 |
| XLY SS Consumer Disc Select Sect | Sold out | 0.00% | −0.97 |
| IYF iShares US Financials ETF | Sold out | 0.00% | −0.86 |
| VFH Vanguard Financials ETF | Reduce -91.7% | 0.10% | −0.78 |
| XITK SS SPDR F Inno Tech ETF | Reduce -92.2% | 0.08% | −0.77 |
| CFO Victoryshares US 500 Enhance | Reduce -70.9% | 0.32% | −0.52 |
| VOO Vanguard S&P 500 ETF | Reduce -51.4% | 0.81% | −0.50 |
| WMT Walmart Inc. | Reduce -49.3% | 0.88% | −0.47 |
| TSLA Tesla Inc. | Reduce -25.5% | 0.71% | −0.40 |
| META Meta Platforms Inc. Class A | Reduce -43.1% | 1.18% | −0.40 |
| HYTR Counterpoint Hi YLD ETF | Sold out | 0.00% | −0.39 |
| IJR iShares Core S&P Small-Cap E | Reduce -50.6% | 0.57% | −0.38 |
| VEA Vanguard Ftse Developed ETF | Reduce -50.4% | 0.83% | −0.35 |
| PLTR Palantir Technologies Inc. Class A | Reduce -36.6% | 0.94% | −0.35 |
| SECT Main Sector Rotation ETF | Reduce -46.9% | 0.63% | −0.33 |
| VUG Vanguard Mrngstar GR ETF-Sui | Reduce -47.9% | 0.52% | −0.31 |
| XLK SS Technology Select Sector | Reduce -52.0% | 0.41% | −0.31 |
| TCAF T Rowe PRC Cap Appreciation | Sold out | 0.00% | −0.29 |
| RITM Rithm Capital Corp. | Reduce -55.2% | 0.45% | −0.26 |
| TPL Texas Pacific Land Corp. | Reduce -49.2% | 1.02% | −0.24 |
| JPM JPMorgan Chase & Co. | Reduce -50.2% | 0.46% | −0.22 |
| PG The Procter & Gamble Co. | Reduce -46.1% | 0.54% | −0.20 |
| SCHD Schwab US DVD Equity ETF | Reduce -49.5% | 0.44% | −0.20 |
| VTV Vanguard Mrngstr Val ETF-Aui | Reduce -49.1% | 0.44% | −0.19 |
| LVS Las Vegas Sands Corp. | Reduce -66.9% | 0.09% | −0.19 |
| UXOC FT Useqty Uncapacc ETF - Oct | Reduce -76.9% | 0.07% | −0.18 |
| GLD SPDR Gold Shares | Reduce -43.5% | 1.31% | −0.17 |
| JNJ Johnson & Johnson | Reduce -48.6% | 0.60% | −0.16 |
| MCD McDonald's Corp. | Reduce -46.2% | 0.55% | −0.16 |
| VONG Vanguard Russell 1000 Growth | Reduce -59.4% | 0.15% | −0.16 |
| ACV Virtus Divers Inc. & Convert | Reduce -65.1% | 0.11% | −0.15 |
| VWO Vanguard Ftse Emerging Marke | Reduce -47.5% | 0.35% | −0.14 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -77.0% | 0.06% | −0.13 |
| BIL SS SPDR BB 1-3M T-Bill ETF | Sold out | 0.00% | −0.13 |
| VB Vanguard Most SM-Cap ETF-Usd | Reduce -45.8% | 0.26% | −0.13 |
| XLI SS Industrial Select Sector | Reduce -50.0% | 0.25% | −0.13 |
| NOW ServiceNow Inc. | Reduce -62.6% | 0.08% | −0.13 |
| PFE Pfizer Inc. | Reduce -43.2% | 0.38% | −0.13 |
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −0.12 |
| IWM iShares Russell 2000 ETF | Reduce -45.0% | 0.24% | −0.12 |
| SYK Stryker Corp. | Reduce -68.5% | 0.09% | −0.12 |
| ORCL Oracle Corp. | Reduce -48.2% | 0.18% | −0.12 |
| NFLX Netflix Inc. | Reduce -52.4% | 0.17% | −0.12 |
| IFRA iShares US Infrastructure | Reduce -53.1% | 0.18% | −0.12 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -47.2% | 0.27% | −0.12 |
| IBIT iShares Bitcoin Trust ETF | Reduce -57.0% | 0.12% | −0.12 |
| VOOG Vanguard S&P 500 Growth ETF | Sold out | 0.00% | −0.11 |
| HERD Pacer Cash Cows Fund of Fund | Reduce -62.7% | 0.11% | −0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| AAPL Apple Inc. | Add +36.7% | 7.05% | +2.71 |
| COST Costco Wholesale Corp. | Add +697.8% | 2.60% | +2.36 |
| FTLS First Trust Long/Short Eqty | Add +9.6% | 4.34% | +1.29 |
| IVW iShares S&P 500 Growth ETF | Add +135.7% | 1.00% | +0.65 |
| IVV iShares Core S&P 500 ETF | Add +21.4% | 1.78% | +0.63 |
| BUFR FT Vest Lad Buffervetf-Usd I | Add +3.8% | 2.42% | +0.62 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Add +355.3% | 0.74% | +0.61 |
| FDL First Trust Morn DVD Lead Inc. | Add +6.5% | 1.73% | +0.60 |
| IWY iShares Russell Top 200 Grow | Add +397.7% | 0.59% | +0.49 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +35.4% | 0.90% | +0.46 |
| EFV iShares MSCI Eafe Value ETF | Add +7.3% | 1.14% | +0.43 |
| UXJA FT Useq Uncppdaccl ETF - Jan | New | 0.42% | +0.42 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +199.2% | 0.54% | +0.39 |
| SDVY First Trust Smid Cap Rising | Add +11.1% | 1.29% | +0.36 |
| AMZN Amazon.com Inc. | Add +6.0% | 1.73% | +0.31 |
| BUFG FT Vest Buffered Allocation | Add +1.8% | 1.26% | +0.30 |
| XOM Exxon Mobil Corp. | Add +2.1% | 0.85% | +0.28 |
| FICS FT International Dev Cap STR | Add +9.2% | 0.78% | +0.28 |
| HD Home Depot Inc. | Add +39.7% | 0.62% | +0.27 |
| EFA iShares MSCI Eafe ETF | Add +94.9% | 0.35% | +0.22 |
| IVE iShares S&P 500 Value ETF | Add +95.5% | 0.36% | +0.22 |
| RDVY First Trust Rising Dividend | Add +9.5% | 0.72% | +0.22 |
| FBND Fidelity Total Bond ETF | New | 0.22% | +0.22 |
| QUAL iShares MSCI USA Quality Fac | Add +47.4% | 0.44% | +0.21 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | New | 0.21% | +0.21 |
| VBIL Vanguard 0-3M T-Bill ETF | New | 0.20% | +0.20 |
| EXC Exelon Corp. | Add +48.1% | 0.34% | +0.20 |
| BDX Becton Dickinson and Co. | New | 0.20% | +0.20 |
| ACN Accenture PLC Class A | New | 0.20% | +0.20 |
| ABT Abbott Laboratories | Add +58.1% | 0.32% | +0.18 |
| IJS iShares S&P Small-Cap 600 Va | New | 0.18% | +0.18 |
| C Citigroup Inc. | Add +46.3% | 0.35% | +0.17 |
| GOOGL Alphabet Inc. Class A | Add +11.3% | 0.91% | +0.17 |
| KO The Coca-Cola Co. | Add +3.5% | 0.44% | +0.16 |
| DYNF Ishrs US E F R A ETF-Usd Inc. | Add +38.3% | 0.36% | +0.15 |
| DJUN FT Vest US Equity Deep Buffe | New | 0.15% | +0.15 |
| APH Amphenol Corp. Class A | New | 0.15% | +0.15 |
| QCOM Qualcomm Inc. | Add +118.7% | 0.22% | +0.15 |
| BAC Bank of America Corp. | Add +1.4% | 0.71% | +0.15 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +4.4% | 0.49% | +0.14 |
| CVX Chevron Corp. | Add +3.1% | 0.40% | +0.14 |
| FDEC FT Vest U.S. Equity Buffer E | New | 0.14% | +0.14 |
| FJAN FT Vest U.S. Equity Buffer E | New | 0.14% | +0.14 |
| DHR Danaher Corp. | Add +68.5% | 0.27% | +0.14 |
| BUFS Ftvest Lddrdsmcpmod Buff ETF | Add +7.6% | 0.52% | +0.14 |
| AJG Arthur J Gallagher & Co. | Add +6.3% | 0.32% | +0.13 |
| ARCC Ares Capital Corp. | New | 0.13% | +0.13 |
| LLY Eli Lilly & Co. | Add +37.9% | 0.26% | +0.13 |
| ETN Eaton Corp. PLC | Add +51.8% | 0.32% | +0.13 |
| TDIV FT Nasdaq Tech DVD Index FD | Add +5.8% | 0.50% | +0.12 |
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 |