WORLD EQUITY GROUP, INC.

Q3 2025 13F-HR Holdings

Location
Schaumburg, IL
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
347
Total value ($000)
$440,543
Net value change ($000)
+73,951 (20.2%)
New positions
60
Sold out positions
30
Turnover %
9.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/15/2025 Next filing: 1/12/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 10,964 64.4%
COST 7,061 502.9%
NVDA 4,666 52.3%
MSFT 3,699 25.3%
AIRR 3,284 1379.8%
FTLS 2,762 15.9%
CIBR 2,632 NEW
GRID 2,134 790.4%
GOOGL 2,024 64.8%
PLTR 2,011 37.2%
Top Reduces (Value $000, Stocks/ETFs)
META -5,389 -45.7%
AFMC -4,832 -92.2%
TDIV -2,281 -100.0%
MCD -1,735 -49.3%
MPC -832 -100.0%
IFRA -745 -100.0%
MTZ -706 -100.0%
CMCSA -666 -100.0%
FNOV -638 -100.0%
NDAQ -600 -100.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type