$481 Million is the total value of WORLD EQUITY GROUP, INC.'s 334 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AAPL | New | APPLE INC | $40,423,512 | – | 236,104 | +100.0% | 8.40% | – |
| MSFT | New | MICROSOFT CORP | $29,313,196 | – | 92,756 | +100.0% | 6.09% | – |
| QQQ | New | INVESCO QQQ TRunit ser 1 | $17,887,130 | – | 49,960 | +100.0% | 3.72% | – |
| IVV | New | ISHARES TRcore s&p500 etf | $10,217,062 | – | 23,792 | +100.0% | 2.12% | – |
| AMZN | New | AMAZON COM INC | $9,337,218 | – | 73,316 | +100.0% | 1.94% | – |
| FTCS | New | FIRST TR EXCHANGE-TRADED FDcap strength etf | $8,960,624 | – | 121,992 | +100.0% | 1.86% | – |
| STIP | New | ISHARES TR0-5 yr tips etf | $8,787,930 | – | 90,807 | +100.0% | 1.83% | – |
| BRKB | New | BERKSHIRE HATHAWAY INC DELcl b new | $8,657,314 | – | 24,714 | +100.0% | 1.80% | – |
| VOO | New | VANGUARD INDEX FDS | $6,334,252 | – | 16,120 | +100.0% | 1.32% | – |
| IJR | New | ISHARES TRcore s&p scp etf | $6,004,104 | – | 63,690 | +100.0% | 1.25% | – |
| BAC | New | BANK AMERICA CORP | $5,564,672 | – | 203,220 | +100.0% | 1.16% | – |
| COST | New | COSTCO WHSL CORP NEW | $5,537,194 | – | 9,801 | +100.0% | 1.15% | – |
| EFV | New | ISHARES TReafe value etf | $5,221,816 | – | 106,920 | +100.0% | 1.08% | – |
| SPY | New | SPDR S&P 500 ETF TRtr unit | $5,106,676 | – | 11,978 | +100.0% | 1.06% | – |
| BUFR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eq | $5,036,222 | – | 206,098 | +100.0% | 1.05% | – |
| WMT | New | WALMART INC | $4,914,056 | – | 30,726 | +100.0% | 1.02% | – |
| AGZD | New | WISDOMTREE TRintrst rate hdge | $4,881,737 | – | 220,649 | +100.0% | 1.02% | – |
| GOOGL | New | ALPHABET INCcap stk cl a | $4,819,966 | – | 36,767 | +100.0% | 1.00% | – |
| V | New | VISA INC | $4,621,667 | – | 20,084 | +100.0% | 0.96% | – |
| JNJ | New | JOHNSON & JOHNSON | $4,285,666 | – | 27,516 | +100.0% | 0.89% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest buferd | $4,142,641 | – | 210,976 | +100.0% | 0.86% | – | |
| VEA | New | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $4,128,720 | – | 96,252 | +100.0% | 0.86% | – |
| HON | New | HONEYWELL INTL INC | $4,024,990 | – | 21,766 | +100.0% | 0.84% | – |
| FDL | New | FIRST TR MORNINGSTAR DIVID L | $3,900,408 | – | 116,907 | +100.0% | 0.81% | – |
| XOM | New | EXXON MOBIL CORP | $3,688,024 | – | 31,282 | +100.0% | 0.77% | – |
| SPYV | New | SPDR SER TRprtflo s&p500 vl | $3,511,597 | – | 85,163 | +100.0% | 0.73% | – |
| NVDA | New | NVIDIA CORPORATION | $3,199,358 | – | 7,303 | +100.0% | 0.66% | – |
| ANTM | New | ELEVANCE HEALTH INC | $3,144,604 | – | 7,222 | +100.0% | 0.65% | – |
| HD | New | HOME DEPOT INC | $3,061,560 | – | 10,116 | +100.0% | 0.64% | – |
| MCD | New | MCDONALDS CORP | $3,042,224 | – | 11,532 | +100.0% | 0.63% | – |
| IEF | New | ISHARES TR7-10 yr trsy bd | $2,980,522 | – | 32,544 | +100.0% | 0.62% | – |
| RDVY | New | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $2,958,281 | – | 64,432 | +100.0% | 0.62% | – |
| PEP | New | PEPSICO INC | $2,938,794 | – | 17,344 | +100.0% | 0.61% | – |
| CFO | New | VICTORY PORTFOLIOS II | $2,881,803 | – | 48,910 | +100.0% | 0.60% | – |
| CMCSA | New | COMCAST CORP NEWcl a | $2,862,011 | – | 64,374 | +100.0% | 0.60% | – |
| DIS | New | DISNEY WALT CO | $2,786,224 | – | 34,376 | +100.0% | 0.58% | – |
| FB | New | META PLATFORMS INCcl a | $2,754,427 | – | 9,358 | +100.0% | 0.57% | – |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest fd | $2,705,555 | – | 107,894 | +100.0% | 0.56% | – | |
| SPTS | New | SPDR SER TRportfolio sh tsr | $2,670,299 | – | 92,977 | +100.0% | 0.56% | – |
| JPM | New | JPMORGAN CHASE & CO | $2,587,641 | – | 17,829 | +100.0% | 0.54% | – |
| BDX | New | BECTON DICKINSON & CO | $2,588,286 | – | 10,012 | +100.0% | 0.54% | – |
| ADI | New | ANALOG DEVICES INC | $2,588,996 | – | 14,786 | +100.0% | 0.54% | – |
| SCHW | New | SCHWAB CHARLES CORP | $2,500,512 | – | 45,546 | +100.0% | 0.52% | – |
| GLD | New | SPDR GOLD TR | $2,436,647 | – | 14,212 | +100.0% | 0.51% | – |
| PFE | New | PFIZER INC | $2,416,026 | – | 72,838 | +100.0% | 0.50% | – |
| TPL | New | TEXAS PACIFIC LAND CORPORATI | $2,412,570 | – | 1,323 | +100.0% | 0.50% | – |
| CVX | New | CHEVRON CORP NEW | $2,378,958 | – | 14,108 | +100.0% | 0.49% | – |
| GD | New | GENERAL DYNAMICS CORP | $2,374,398 | – | 10,728 | +100.0% | 0.49% | – |
| CAT | New | CATERPILLAR INC | $2,304,518 | – | 8,456 | +100.0% | 0.48% | – |
| KO | New | COCA COLA CO | $2,290,374 | – | 40,850 | +100.0% | 0.48% | – |
| XLK | New | SELECT SECTOR SPDR TRtechnology | $2,209,788 | – | 13,480 | +100.0% | 0.46% | – |
| SCHD | New | SCHWAB STRATEGIC TRus dividend eq | $2,191,296 | – | 30,968 | +100.0% | 0.46% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $2,174,014 | – | 25,018 | +100.0% | 0.45% | – |
| UL | New | UNILEVER PLCspon adr new | $2,165,696 | – | 43,840 | +100.0% | 0.45% | – |
| OUNZ | New | VANECK MERK GOLD TRgold trust | $2,072,467 | – | 115,953 | +100.0% | 0.43% | – |
| PG | New | PROCTER AND GAMBLE CO | $2,066,648 | – | 13,742 | +100.0% | 0.43% | – |
| ENB | New | ENBRIDGE INC | $2,032,652 | – | 60,985 | +100.0% | 0.42% | – |
| FTHY | New | FIRST TR HIGH YIELD OPPRT 20 | $1,918,240 | – | 144,012 | +100.0% | 0.40% | – |
| IOO | New | ISHARES TRglobal 100 etf | $1,901,896 | – | 25,992 | +100.0% | 0.40% | – |
| FXN | New | FIRST TR EXCHANGE TRADED FDenergy alphadx | $1,838,291 | – | 105,811 | +100.0% | 0.38% | – |
| KNG | New | FIRST TR EXCHANGE-TRADED FDft cboe vest s&p | $1,799,320 | – | 36,453 | +100.0% | 0.37% | – |
| CVS | New | CVS HEALTH CORP | $1,745,602 | – | 25,002 | +100.0% | 0.36% | – |
| FNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt bufer | $1,707,505 | – | 43,956 | +100.0% | 0.36% | – |
| SPLG | New | SPDR SER TRportfolio s&p500 | $1,691,148 | – | 33,648 | +100.0% | 0.35% | – |
| RTX | New | RTX CORPORATION | $1,677,762 | – | 23,312 | +100.0% | 0.35% | – |
| UNP | New | UNION PAC CORP | $1,650,254 | – | 8,104 | +100.0% | 0.34% | – |
| FICS | New | FIRST TR EXCHANGE-TRADED FDintl dev strngth | $1,644,396 | – | 54,801 | +100.0% | 0.34% | – |
| ADP | New | AUTOMATIC DATA PROCESSING IN | $1,647,974 | – | 6,850 | +100.0% | 0.34% | – |
| TNA | New | DIREXION SHS ETF TRdly smcap bull3x | $1,634,961 | – | 56,888 | +100.0% | 0.34% | – |
| MO | New | ALTRIA GROUP INC | $1,619,522 | – | 38,514 | +100.0% | 0.34% | – |
| LLY | New | ELI LILLY & CO | $1,589,904 | – | 2,966 | +100.0% | 0.33% | – |
| NRZ | New | RITHM CAPITAL CORP | $1,575,584 | – | 173,600 | +100.0% | 0.33% | – |
| BA | New | BOEING CO | $1,571,892 | – | 8,200 | +100.0% | 0.33% | – |
| QQEW | New | FIRST TR NAS100 EQ WEIGHTED | $1,563,634 | – | 15,036 | +100.0% | 0.32% | – |
| QTEC | New | FIRST TR NASDAQ 100 TECH IND | $1,540,444 | – | 10,604 | +100.0% | 0.32% | – |
| VWO | New | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $1,531,792 | – | 39,074 | +100.0% | 0.32% | – |
| IWM | New | ISHARES TRrussell 2000 etf | $1,522,258 | – | 8,612 | +100.0% | 0.32% | – |
| ORCL | New | ORACLE CORP | $1,508,548 | – | 14,246 | +100.0% | 0.31% | – |
| MA | New | MASTERCARD INCORPORATEDcl a | $1,507,229 | – | 3,807 | +100.0% | 0.31% | – |
| SDVY | New | FIRST TR EXCHANGE-TRADED FDsmid risng etf | $1,442,277 | – | 64,416 | +100.0% | 0.30% | – |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,439,984 | – | 25,824 | +100.0% | 0.30% | – |
| AJG | New | GALLAGHER ARTHUR J & CO | $1,437,412 | – | 6,314 | +100.0% | 0.30% | – |
| BKNG | New | BOOKING HOLDINGS INC | $1,434,037 | – | 465 | +100.0% | 0.30% | – |
| VTI | New | VANGUARD INDEX FDStotal stk mkt | $1,432,918 | – | 6,824 | +100.0% | 0.30% | – |
| SPDW | New | SPDR INDEX SHS FDSportfolio devlpd | $1,400,598 | – | 45,166 | +100.0% | 0.29% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $1,393,916 | – | 64,295 | +100.0% | 0.29% | – | |
| NVS | New | NOVARTIS AGsponsored adr | $1,381,058 | – | 13,558 | +100.0% | 0.29% | – |
| DOW | New | DOW INC | $1,366,742 | – | 26,508 | +100.0% | 0.28% | – |
| MRK | New | MERCK & CO INC | $1,365,822 | – | 13,264 | +100.0% | 0.28% | – |
| HSY | New | HERSHEY CO | $1,334,134 | – | 6,662 | +100.0% | 0.28% | – |
| TSLA | New | TESLA INC | $1,328,918 | – | 5,011 | +100.0% | 0.28% | – |
| IQV | New | IQVIA HLDGS INC | $1,324,619 | – | 6,733 | +100.0% | 0.28% | – |
| LQD | New | ISHARES TRiboxx inv cp etf | $1,307,116 | – | 12,814 | +100.0% | 0.27% | – |
| EFG | New | ISHARES TReafe grwth etf | $1,285,034 | – | 14,866 | +100.0% | 0.27% | – |
| IYW | New | ISHARES TRu.s. tech etf | $1,275,902 | – | 12,186 | +100.0% | 0.26% | – |
| UBER | New | UBER TECHNOLOGIES INC | $1,277,280 | – | 27,773 | +100.0% | 0.26% | – |
| ABBV | New | ABBVIE INC | $1,269,528 | – | 8,464 | +100.0% | 0.26% | – |
| INTC | New | INTEL CORP | $1,253,286 | – | 35,254 | +100.0% | 0.26% | – |
| AMD | New | ADVANCED MICRO DEVICES INC | $1,216,360 | – | 11,656 | +100.0% | 0.25% | – |
| IJH | New | ISHARES TRcore s&p mcp etf | $1,185,054 | – | 4,752 | +100.0% | 0.25% | – |
| IUSB | New | ISHARES TRcore total usd | $1,153,709 | – | 26,392 | +100.0% | 0.24% | – |
| VDE | New | VANGUARD WORLD FDSenergy etf | $1,153,841 | – | 2,579 | +100.0% | 0.24% | – |
| PGR | New | PROGRESSIVE CORP | $1,154,798 | – | 8,286 | +100.0% | 0.24% | – |
| BIL | New | SPDR SER TRbloomberg 1-3 mo | $1,149,650 | – | 12,727 | +100.0% | 0.24% | – |
| BILS | New | SPDR SER TRbloomberg 3-12 m | $1,147,024 | – | 11,536 | +100.0% | 0.24% | – |
| QJUN | New | FIRST TR EXCHNG TRADED FD VIcboe vest nas100 | $1,123,790 | – | 51,385 | +100.0% | 0.23% | – |
| ABC | New | CENCORA INC | $1,126,612 | – | 6,260 | +100.0% | 0.23% | – |
| SECT | New | NORTHERN LTS FD TR IVmain sectr rotn | $1,108,223 | – | 14,568 | +100.0% | 0.23% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $1,101,360 | – | 6,579 | +100.0% | 0.23% | – |
| BK | New | BANK NEW YORK MELLON CORP | $1,080,936 | – | 25,344 | +100.0% | 0.22% | – |
| CRM | New | SALESFORCE INC | $1,072,503 | – | 5,243 | +100.0% | 0.22% | – |
| DHR | New | DANAHER CORPORATION | $1,049,938 | – | 4,232 | +100.0% | 0.22% | – |
| IYR | New | ISHARES TRu.s. real es etf | $1,039,262 | – | 13,302 | +100.0% | 0.22% | – |
| ECL | New | ECOLAB INC | $1,036,050 | – | 6,092 | +100.0% | 0.22% | – |
| QCOM | New | QUALCOMM INC | $1,007,056 | – | 9,068 | +100.0% | 0.21% | – |
| MDLZ | New | MONDELEZ INTL INCcl a | $969,748 | – | 13,974 | +100.0% | 0.20% | – |
| CLH | New | CLEAN HARBORS INC | $965,332 | – | 5,768 | +100.0% | 0.20% | – |
| REGL | New | PROSHARES TRs&p mdcp 400 div | $949,310 | – | 14,236 | +100.0% | 0.20% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $942,744 | – | 3,462 | +100.0% | 0.20% | – |
| SNY | New | SANOFIsponsored adr | $932,393 | – | 17,382 | +100.0% | 0.19% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $932,949 | – | 15,738 | +100.0% | 0.19% | – |
| New | NORTHERN LTS FD TR IVmain intnl etf | $921,542 | – | 54,768 | +100.0% | 0.19% | – | |
| CSCO | New | CISCO SYS INC | $915,305 | – | 17,036 | +100.0% | 0.19% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest u s eq | $908,858 | – | 26,806 | +100.0% | 0.19% | – | |
| MBB | New | ISHARES TRmbs etf | $903,092 | – | 10,170 | +100.0% | 0.19% | – |
| IWY | New | ISHARES TRrus tp200 gr etf | $906,366 | – | 5,892 | +100.0% | 0.19% | – |
| F | New | FORD MTR CO DEL | $898,290 | – | 72,326 | +100.0% | 0.19% | – |
| AIRR | New | FIRST TR EXCHANGE-TRADED FDrba indl etf | $888,256 | – | 17,241 | +100.0% | 0.18% | – |
| New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $890,056 | – | 30,069 | +100.0% | 0.18% | – | |
| BGLD | New | FIRST TR EXCHANGE-TRADED FDcboe vest gld st | $884,468 | – | 46,542 | +100.0% | 0.18% | – |
| SPTM | New | SPDR SER TRportfoli s&p1500 | $847,867 | – | 16,153 | +100.0% | 0.18% | – |
| TTD | New | THE TRADE DESK INC | $830,813 | – | 10,631 | +100.0% | 0.17% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $830,446 | – | 5,920 | +100.0% | 0.17% | – |
| XLF | New | SELECT SECTOR SPDR TRfinancial | $825,407 | – | 24,884 | +100.0% | 0.17% | – |
| ABT | New | ABBOTT LABS | $829,362 | – | 8,564 | +100.0% | 0.17% | – |
| LRCX | New | LAM RESEARCH CORP | $823,576 | – | 1,314 | +100.0% | 0.17% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $818,393 | – | 6,207 | +100.0% | 0.17% | – |
| XMHQ | New | INVESCO EXCHANGE TRADED FD Ts&p mdcp quality | $814,823 | – | 10,117 | +100.0% | 0.17% | – |
| DDEC | New | FIRST TR EXCHNG TRADED FD VIft cboe deep bfr | $798,597 | – | 23,789 | +100.0% | 0.17% | – |
| FNK | New | FIRST TR EXCHANGE-TRADED ALPmid cap val fd | $792,496 | – | 17,761 | +100.0% | 0.16% | – |
| PHO | New | INVESCO EXCHANGE TRADED FD Twater res etf | $787,809 | – | 14,814 | +100.0% | 0.16% | – |
| VTV | New | VANGUARD INDEX FDSvalue etf | $788,426 | – | 5,716 | +100.0% | 0.16% | – |
| TDIV | New | FIRST TR EXCHANGE-TRADED FDnasd tech div | $779,090 | – | 13,902 | +100.0% | 0.16% | – |
| DNOV | New | FIRST TR EXCHNG TRADED FD VIcboe eqt dep nov | $776,693 | – | 21,891 | +100.0% | 0.16% | – |
| C | New | CITIGROUP INC | $774,478 | – | 18,830 | +100.0% | 0.16% | – |
| GBF | New | ISHARES TRgov/cred bd etf | $765,774 | – | 7,655 | +100.0% | 0.16% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $758,568 | – | 5,078 | +100.0% | 0.16% | – |
| QTUM | New | ETF SER SOLUTIONSdefiance quant | $761,524 | – | 15,875 | +100.0% | 0.16% | – |
| VB | New | VANGUARD INDEX FDSsmall cp etf | $749,474 | – | 3,964 | +100.0% | 0.16% | – |
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $751,772 | – | 3,510 | +100.0% | 0.16% | – |
| UNH | New | UNITEDHEALTH GROUP INC | $745,445 | – | 1,475 | +100.0% | 0.16% | – |
| BWA | New | BORGWARNER INC | $737,910 | – | 18,279 | +100.0% | 0.15% | – |
| SMH | New | VANECK ETF TRUSTsemiconductr etf | $733,744 | – | 5,061 | +100.0% | 0.15% | – |
| FAPR | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $728,044 | – | 22,568 | +100.0% | 0.15% | – |
| XLI | New | SELECT SECTOR SPDR TRindl | $727,394 | – | 7,175 | +100.0% | 0.15% | – |
| AMGN | New | AMGEN INC | $728,878 | – | 2,694 | +100.0% | 0.15% | – |
| PLTR | New | PALANTIR TECHNOLOGIES INCcl a | $719,664 | – | 44,979 | +100.0% | 0.15% | – |
| WM | New | WASTE MGMT INC DEL | $716,383 | – | 4,699 | +100.0% | 0.15% | – |
| TLT | New | ISHARES TR20 yr tr bd etf | $711,590 | – | 8,024 | +100.0% | 0.15% | – |
| QUAL | New | ISHARES TRmsci usa qlt fct | $708,535 | – | 5,376 | +100.0% | 0.15% | – |
| VEEV | New | VEEVA SYS INC | $705,158 | – | 3,466 | +100.0% | 0.15% | – |
| FIXD | New | FIRST TR EXCHNG TRADED FD VItcw opportunis | $701,057 | – | 16,670 | +100.0% | 0.15% | – |
| DD | New | DUPONT DE NEMOURS INC | $695,953 | – | 9,330 | +100.0% | 0.14% | – |
| BXMT | New | BLACKSTONE MTG TR INC | $693,040 | – | 31,864 | +100.0% | 0.14% | – |
| LKQ | New | LKQ CORP | $687,694 | – | 13,890 | +100.0% | 0.14% | – |
| LOW | New | LOWES COS INC | $682,130 | – | 3,282 | +100.0% | 0.14% | – |
| EEM | New | ISHARES TRmsci emg mkt etf | $678,546 | – | 17,880 | +100.0% | 0.14% | – |
| SNPS | New | SYNOPSYS INC | $678,358 | – | 1,478 | +100.0% | 0.14% | – |
| DBC | New | INVESCO DB COMMDY INDX TRCKunit | $659,897 | – | 153 | +100.0% | 0.14% | – |
| SBUX | New | STARBUCKS CORP | $650,238 | – | 7,084 | +100.0% | 0.14% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $643,126 | – | 1,270 | +100.0% | 0.13% | – |
| VAL | New | VALARIS LTDcl a | $625,783 | – | 8,346 | +100.0% | 0.13% | – |
| COMT | New | ISHARES U S ETF TRgsci cmdty stgy | $627,308 | – | 21,561 | +100.0% | 0.13% | – |
| SYK | New | STRYKER CORPORATION | $617,590 | – | 2,260 | +100.0% | 0.13% | – |
| FEMS | New | FIRST TR EXCH TRD ALPHDX FDem sml cp alph | $612,706 | – | 15,958 | +100.0% | 0.13% | – |
| FVD | New | FIRST TR VALUE LINE DIVID IN | $608,821 | – | 18,985 | +100.0% | 0.13% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $606,627 | – | 1,871 | +100.0% | 0.13% | – |
| PM | New | PHILIP MORRIS INTL INC | $606,954 | – | 6,556 | +100.0% | 0.13% | – |
| ALNY | New | ALNYLAM PHARMACEUTICALS INC | $600,900 | – | 3,393 | +100.0% | 0.12% | – |
| TXN | New | TEXAS INSTRS INC | $598,428 | – | 3,738 | +100.0% | 0.12% | – |
| MCN | New | MADISON COVERED CALL & EQUIT | $591,635 | – | 83,682 | +100.0% | 0.12% | – |
| ADBE | New | ADOBE INC | $589,954 | – | 1,157 | +100.0% | 0.12% | – |
| KNX | New | KNIGHT-SWIFT TRANSN HLDGS INcl a | $581,840 | – | 11,602 | +100.0% | 0.12% | – |
| AVGO | New | BROADCOM INC | $575,592 | – | 693 | +100.0% | 0.12% | – |
| PPG | New | PPG INDS INC | $575,192 | – | 4,432 | +100.0% | 0.12% | – |
| VZ | New | VERIZON COMMUNICATIONS INC | $573,875 | – | 17,707 | +100.0% | 0.12% | – |
| FMAY | New | FIRST TR EXCHNG TRADED FD VIcboe vest us buf | $568,832 | – | 14,852 | +100.0% | 0.12% | – |
| FLQM | New | FRANKLIN TEMPLETON ETF TRus mid cp mltfct | $548,840 | – | 16,074 | +100.0% | 0.11% | – |
| DE | New | DEERE & CO | $548,838 | – | 1,454 | +100.0% | 0.11% | – |
| IFRA | New | ISHARES TRus infrastruc | $546,145 | – | 14,946 | +100.0% | 0.11% | – |
| JMBS | New | JANUS DETROIT STR TRhenderson mtg | $545,755 | – | 12,575 | +100.0% | 0.11% | – |
| ETN | New | EATON CORP PLC | $530,641 | – | 2,388 | +100.0% | 0.11% | – |
| ACN | New | ACCENTURE PLC IRELAND | $531,607 | – | 1,730 | +100.0% | 0.11% | – |
| VO | New | VANGUARD INDEX FDSmid cap etf | $527,472 | – | 2,533 | +100.0% | 0.11% | – |
| AOA | New | ISHARES TRaggres alloc etf | $524,999 | – | 8,269 | +100.0% | 0.11% | – |
| GLIN | New | VANECK ETF TRUSTindia growth ldr | $518,684 | – | 7,658 | +100.0% | 0.11% | – |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $515,280 | – | 11,207 | +100.0% | 0.11% | – |
| EXC | New | EXELON CORP | $516,019 | – | 13,655 | +100.0% | 0.11% | – |
| MDT | New | MEDTRONIC PLC | $514,943 | – | 6,550 | +100.0% | 0.11% | – |
| SO | New | SOUTHERN CO | $507,556 | – | 7,842 | +100.0% | 0.10% | – |
| USB | New | US BANCORP DEL | $505,826 | – | 15,300 | +100.0% | 0.10% | – |
| NFLX | New | NETFLIX INC | $506,362 | – | 1,357 | +100.0% | 0.10% | – |
| IVW | New | ISHARES TRs&p 500 grwt etf | $501,108 | – | 7,324 | +100.0% | 0.10% | – |
| PXD | New | PIONEER NAT RES CO | $499,960 | – | 2,178 | +100.0% | 0.10% | – |
| NEE | New | NEXTERA ENERGY INC | $498,881 | – | 8,682 | +100.0% | 0.10% | – |
| PULS | New | PGIM ETF TRpgim ultra sh bd | $500,211 | – | 11,623 | +100.0% | 0.10% | – |
| VXUS | New | VANGUARD STAR FDSvg tl intl stk f | $493,454 | – | 9,220 | +100.0% | 0.10% | – |
| DUK | New | DUKE ENERGY CORP NEW | $491,862 | – | 5,573 | +100.0% | 0.10% | – |
| EW | New | EDWARDS LIFESCIENCES CORP | $491,264 | – | 7,092 | +100.0% | 0.10% | – |
| BERY | New | BERRY GLOBAL GROUP INC | $491,132 | – | 7,933 | +100.0% | 0.10% | – |
| BIDU | New | BAIDU INCspon adr rep a | $483,794 | – | 3,601 | +100.0% | 0.10% | – |
| FISV | New | FISERV INC | $461,103 | – | 4,082 | +100.0% | 0.10% | – |
| New | GENERAL ELECTRIC CO | $460,552 | – | 4,166 | +100.0% | 0.10% | – | |
| BSV | New | VANGUARD BD INDEX FDSshort trm bond | $456,650 | – | 6,024 | +100.0% | 0.10% | – |
| XLV | New | SELECT SECTOR SPDR TRsbi healthcare | $457,098 | – | 3,551 | +100.0% | 0.10% | – |
| USMV | New | ISHARES TRmsci usa min vol | $450,912 | – | 6,230 | +100.0% | 0.09% | – |
| FIVG | New | ETF SER SOLUTIONSdefiance next | $444,857 | – | 14,233 | +100.0% | 0.09% | – |
| URA | New | GLOBAL X FDSglobal x uranium | $429,509 | – | 15,884 | +100.0% | 0.09% | – |
| PANW | New | PALO ALTO NETWORKS INC | $421,054 | – | 1,796 | +100.0% | 0.09% | – |
| VONG | New | VANGUARD SCOTTSDALE FDSvng rus1000grw | $421,933 | – | 6,165 | +100.0% | 0.09% | – |
| COWZ | New | PACER FDS TRus cash cows 100 | $424,833 | – | 8,595 | +100.0% | 0.09% | – |
| VXF | New | VANGUARD INDEX FDSextend mkt etf | $412,504 | – | 2,888 | +100.0% | 0.09% | – |
| SPAB | New | SPDR SER TRportfolio agrgte | $412,709 | – | 16,956 | +100.0% | 0.09% | – |
| TIP | New | ISHARES TRtips bd etf | $408,286 | – | 3,936 | +100.0% | 0.08% | – |
| ADSK | New | AUTODESK INC | $402,646 | – | 1,944 | +100.0% | 0.08% | – |
| MAS | New | MASCO CORP | $399,058 | – | 7,466 | +100.0% | 0.08% | – |
| CLX | New | CLOROX CO DEL | $394,504 | – | 3,010 | +100.0% | 0.08% | – |
| SHW | New | SHERWIN WILLIAMS CO | $396,348 | – | 1,554 | +100.0% | 0.08% | – |
| BAX | New | BAXTER INTL INC | $383,126 | – | 10,152 | +100.0% | 0.08% | – |
| LMT | New | LOCKHEED MARTIN CORP | $382,786 | – | 936 | +100.0% | 0.08% | – |
| JAGG | New | J P MORGAN EXCHANGE TRADED Fbetabuilders us | $386,902 | – | 8,748 | +100.0% | 0.08% | – |
| CNHI | New | CNH INDL N V | $383,761 | – | 31,414 | +100.0% | 0.08% | – |
| VIOO | New | VANGUARD ADMIRAL FDS INCsmllcp 600 idx | $378,529 | – | 4,331 | +100.0% | 0.08% | – |
| ABNB | New | AIRBNB INC | $380,620 | – | 2,574 | +100.0% | 0.08% | – |
| FMAR | New | FIRST TR EXCHNG TRADED FD VIft cboe vest mar | $373,352 | – | 10,607 | +100.0% | 0.08% | – |
| GILD | New | GILEAD SCIENCES INC | $377,538 | – | 5,038 | +100.0% | 0.08% | – |
| WFC | New | WELLS FARGO CO NEW | $371,090 | – | 9,082 | +100.0% | 0.08% | – |
| SHOP | New | SHOPIFY INCcl a | $368,511 | – | 6,753 | +100.0% | 0.08% | – |
| GPK | New | GRAPHIC PACKAGING HLDG CO | $369,670 | – | 16,592 | +100.0% | 0.08% | – |
| BNDX | New | VANGUARD CHARLOTTE FDStotal int bd etf | $369,998 | – | 7,715 | +100.0% | 0.08% | – |
| FDX | New | FEDEX CORP | $371,798 | – | 1,373 | +100.0% | 0.08% | – |
| New | DIREXION SHS ETF TRdaily nyse fang | $366,853 | – | 5,418 | +100.0% | 0.08% | – | |
| CASY | New | CASEYS GEN STORES INC | $359,662 | – | 1,328 | +100.0% | 0.08% | – |
| New | DIREXION SHS ETF TRtsla bull 1.5x | $351,695 | – | 22,734 | +100.0% | 0.07% | – | |
| New | ANNALY CAPITAL MANAGEMENT IN | $344,112 | – | 18,294 | +100.0% | 0.07% | – | |
| VEU | New | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $347,632 | – | 6,702 | +100.0% | 0.07% | – |
| EPD | New | ENTERPRISE PRODS PARTNERS L | $339,474 | – | 12,404 | +100.0% | 0.07% | – |
| QCLN | New | FIRST TR EXCHANGE-TRADED FDnas clnedg green | $340,315 | – | 7,983 | +100.0% | 0.07% | – |
| QINT | New | AMERICAN CENTY ETF TRquality divrsfed | $333,788 | – | 7,781 | +100.0% | 0.07% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $327,783 | – | 15,365 | +100.0% | 0.07% | – |
| LVS | New | LAS VEGAS SANDS CORP | $329,315 | – | 7,184 | +100.0% | 0.07% | – |
| SPLK | New | SPLUNK INC | $327,016 | – | 2,276 | +100.0% | 0.07% | – |
| TFLO | New | ISHARES TRtrs flt rt bd | $321,360 | – | 6,414 | +100.0% | 0.07% | – |
| RH | New | RH | $315,646 | – | 1,194 | +100.0% | 0.07% | – |
| AZN | New | ASTRAZENECA PLCsponsored adr | $315,652 | – | 4,662 | +100.0% | 0.07% | – |
| ZTS | New | ZOETIS INCcl a | $315,600 | – | 1,814 | +100.0% | 0.07% | – |
| PAYX | New | PAYCHEX INC | $314,434 | – | 2,726 | +100.0% | 0.06% | – |
| New | FIRST TR EXCHANGE-TRADED FDlimited duration | $313,127 | – | 17,027 | +100.0% | 0.06% | – | |
| KDP | New | KEURIG DR PEPPER INC | $310,941 | – | 9,849 | +100.0% | 0.06% | – |
| LMBS | New | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $306,351 | – | 6,485 | +100.0% | 0.06% | – |
| DNP | New | DNP SELECT INCOME FD INC | $307,670 | – | 32,318 | +100.0% | 0.06% | – |
| ESGU | New | ISHARES TResg awr msci usa | $303,398 | – | 3,231 | +100.0% | 0.06% | – |
| VALQ | New | AMERICAN CENTY ETF TRus quality val | $296,572 | – | 6,097 | +100.0% | 0.06% | – |
| IWF | New | ISHARES TRrus 1000 grw etf | $295,780 | – | 1,112 | +100.0% | 0.06% | – |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $289,318 | – | 1,862 | +100.0% | 0.06% | – |
| IEMG | New | ISHARES INCcore msci emkt | $288,575 | – | 6,064 | +100.0% | 0.06% | – |
| HYLS | New | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $289,125 | – | 7,370 | +100.0% | 0.06% | – |
| ALGN | New | ALIGN TECHNOLOGY INC | $282,116 | – | 924 | +100.0% | 0.06% | – |
| New | DIREXION SHS ETF TRdly aapl bul1.5x | $280,483 | – | 11,900 | +100.0% | 0.06% | – | |
| BIV | New | VANGUARD BD INDEX FDSintermed term | $280,174 | – | 3,866 | +100.0% | 0.06% | – |
| MUB | New | ISHARES TRnational mun etf | $277,474 | – | 2,706 | +100.0% | 0.06% | – |
| PDP | New | INVESCO EXCHANGE TRADED FD Tdorsey wright mo | $279,705 | – | 3,633 | +100.0% | 0.06% | – |
| DVY | New | ISHARES TRselect divid etf | $274,482 | – | 2,550 | +100.0% | 0.06% | – |
| PINS | New | PINTEREST INCcl a | $276,247 | – | 10,547 | +100.0% | 0.06% | – |
| APD | New | AIR PRODS & CHEMS INC | $272,510 | – | 962 | +100.0% | 0.06% | – |
| BND | New | VANGUARD BD INDEX FDStotal bnd mrkt | $268,793 | – | 3,837 | +100.0% | 0.06% | – |
| KMB | New | KIMBERLY-CLARK CORP | $269,738 | – | 2,232 | +100.0% | 0.06% | – |
| USIG | New | ISHARES TRusd inv grde etf | $268,520 | – | 5,586 | +100.0% | 0.06% | – |
| VPU | New | VANGUARD WORLD FDSutilities etf | $271,396 | – | 2,128 | +100.0% | 0.06% | – |
| QYLD | New | GLOBAL X FDSnasdaq 100 cover | $266,394 | – | 15,885 | +100.0% | 0.06% | – |
| VGT | New | VANGUARD WORLD FDSinf tech etf | $253,504 | – | 611 | +100.0% | 0.05% | – |
| JBHT | New | HUNT J B TRANS SVCS INC | $254,124 | – | 1,348 | +100.0% | 0.05% | – |
| T | New | AT&T INC | $253,534 | – | 16,880 | +100.0% | 0.05% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $250,480 | – | 2,771 | +100.0% | 0.05% | – |
| AMH | New | AMERICAN HOMES 4 RENTcl a | $249,908 | – | 7,566 | +100.0% | 0.05% | – |
| CCD | New | CALAMOS DYNAMIC CONV & INCOM | $249,375 | – | 13,379 | +100.0% | 0.05% | – |
| WHR | New | WHIRLPOOL CORP | $252,104 | – | 1,886 | +100.0% | 0.05% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $243,306 | – | 2,805 | +100.0% | 0.05% | – |
| ED | New | CONSOLIDATED EDISON INC | $242,214 | – | 2,832 | +100.0% | 0.05% | – |
| BMY | New | BRISTOL-MYERS SQUIBB CO | $240,604 | – | 4,146 | +100.0% | 0.05% | – |
| ASML | New | ASML HOLDING N V | $240,041 | – | 402 | +100.0% | 0.05% | – |
| WY | New | WEYERHAEUSER CO MTN BE | $242,416 | – | 7,906 | +100.0% | 0.05% | – |
| CNI | New | CANADIAN NATL RY CO | $240,256 | – | 2,218 | +100.0% | 0.05% | – |
| New | TRIMTABS ETF TRdonoghue forlns | $235,737 | – | 8,671 | +100.0% | 0.05% | – | |
| ALL | New | ALLSTATE CORP | $235,744 | – | 2,116 | +100.0% | 0.05% | – |
| New | PHILLIPS EDISON & CO INC | $229,481 | – | 6,842 | +100.0% | 0.05% | – | |
| TTAC | New | TRIMTABS ETF TRfcf us qlty etf | $233,015 | – | 4,552 | +100.0% | 0.05% | – |
| ODFL | New | OLD DOMINION FREIGHT LINE IN | $229,936 | – | 528 | +100.0% | 0.05% | – |
| WBA | New | WALGREENS BOOTS ALLIANCE INC | $231,120 | – | 10,392 | +100.0% | 0.05% | – |
| PNR | New | PENTAIR PLC | $224,930 | – | 3,474 | +100.0% | 0.05% | – |
| SOXX | New | ISHARES TRishares semicdtr | $226,404 | – | 478 | +100.0% | 0.05% | – |
| NOC | New | NORTHROP GRUMMAN CORP | $227,222 | – | 516 | +100.0% | 0.05% | – |
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $222,631 | – | 5,026 | +100.0% | 0.05% | – |
| FVC | New | FIRST TR EXCHANGE-TRADED FDdorsey wright | $223,024 | – | 7,114 | +100.0% | 0.05% | – |
| BLDR | New | BUILDERS FIRSTSOURCE INC | $219,849 | – | 1,766 | +100.0% | 0.05% | – |
| DFNV | New | TRIMTABS ETF TRdonoghue frlins | $222,139 | – | 8,938 | +100.0% | 0.05% | – |
| ARCC | New | ARES CAPITAL CORP | $221,856 | – | 11,395 | +100.0% | 0.05% | – |
| APH | New | AMPHENOL CORP NEWcl a | $218,878 | – | 2,606 | +100.0% | 0.04% | – |
| IWD | New | ISHARES TRrus 1000 val etf | $218,318 | – | 1,438 | +100.0% | 0.04% | – |
| DFHY | New | TRIMTABS ETF TRdonoghue frlns | $214,138 | – | 10,623 | +100.0% | 0.04% | – |
| IDXX | New | IDEXX LABS INC | $215,574 | – | 493 | +100.0% | 0.04% | – |
| ONEV | New | SPDR SER TRrussell low vol | $210,282 | – | 2,005 | +100.0% | 0.04% | – |
| BLV | New | VANGUARD BD INDEX FDSlong term bond | $209,690 | – | 3,086 | +100.0% | 0.04% | – |
| AZO | New | AUTOZONE INC | $213,359 | – | 84 | +100.0% | 0.04% | – |
| TECL | New | DIREXION SHS ETF TRdly tech bull 3x | $212,132 | – | 4,923 | +100.0% | 0.04% | – |
| SOXL | New | DIREXION SHS ETF TRdly scond 3xbu | $210,929 | – | 11,578 | +100.0% | 0.04% | – |
| IAU | New | ISHARES GOLD TRishares new | $211,480 | – | 6,044 | +100.0% | 0.04% | – |
| BNS | New | BANK NOVA SCOTIA HALIFAX | $208,430 | – | 4,572 | +100.0% | 0.04% | – |
| MAR | New | MARRIOTT INTL INC NEWcl a | $208,354 | – | 1,060 | +100.0% | 0.04% | – |
| New | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $205,840 | – | 6,214 | +100.0% | 0.04% | – | |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $207,652 | – | 2,969 | +100.0% | 0.04% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $208,740 | – | 4,200 | +100.0% | 0.04% | – |
| FNF | New | FIDELITY NATIONAL FINANCIAL | $202,030 | – | 4,892 | +100.0% | 0.04% | – |
| QDIV | New | GLOBAL X FDSs&p 500 qlt etf | $202,169 | – | 6,625 | +100.0% | 0.04% | – |
| KMI | New | KINDER MORGAN INC DEL | $184,983 | – | 11,157 | +100.0% | 0.04% | – |
| BIGZ | New | BLACKROCK INNOVATION AND GRW | $120,450 | – | 17,306 | +100.0% | 0.02% | – |
| MAC | New | MACERICH CO | $114,170 | – | 10,465 | +100.0% | 0.02% | – |
| CRMD | New | CORMEDIX INC | $68,080 | – | 18,400 | +100.0% | 0.01% | – |
| New | LUCID GROUP INC | $60,428 | – | 12,378 | +100.0% | 0.01% | – | |
| New | URANIUM RTY CORP | $32,460 | – | 11,310 | +100.0% | 0.01% | – | |
| REAL | New | THE REALREAL INC | $26,145 | – | 13,544 | +100.0% | 0.01% | – |
| VRM | New | VROOM INC | $12,656 | – | 11,300 | +100.0% | 0.00% | – |
| SENS | New | SENSEONICS HLDGS INC | $12,078 | – | 20,000 | +100.0% | 0.00% | – |
| ZOM | New | ZOMEDICA CORP | $5,013 | – | 30,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 4 | Q2 2024 | 9.2% |
| MICROSOFT CORP | 4 | Q2 2024 | 6.9% |
| INVESCO QQQ TR | 4 | Q2 2024 | 3.7% |
| AMAZON COM INC | 4 | Q2 2024 | 2.9% |
| ISHARES TR | 4 | Q2 2024 | 2.5% |
| BERKSHIRE HATHAWAY INC DEL | 4 | Q2 2024 | 2.2% |
| FIRST TR EXCHNG TRADED FD VI | 4 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 4 | Q2 2024 | 1.5% |
| SPDR S&P 500 ETF TR | 4 | Q2 2024 | 1.9% |
| BANK AMERICA CORP | 4 | Q2 2024 | 1.6% |
View WORLD EQUITY GROUP, INC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-09-06 |
| 13F-HR | 2024-09-06 |
| 13F-HR | 2024-09-06 |
| 13F-HR | 2024-09-06 |
| 13F-HR | 2024-08-26 |
| 13F-HR | 2024-08-26 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-07-18 |
| 13F-HR | 2024-07-18 |
View WORLD EQUITY GROUP, INC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.