WORLD EQUITY GROUP, INC.

Q4 2025 13F-HR Holdings

Location
Schaumburg, IL
Holdings as of
12/31/2025
Date filed
1/12/2026
Form type
13F-HR
Num holdings
326
Total value ($000)
$358,254
Net value change ($000)
-82,289 (-18.7%)
New positions
47
Sold out positions
68
Turnover %
24.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
EZMO 3,193 NEW
EZRO 2,627 NEW
DDTL 1,118 319.4%
GOOGL 939 18.2%
MU 816 NEW
DDTS 776 NEW
DDFO 775 NEW
AKRE 765 NEW
BPRE 756 NEW
FNOV 726 NEW
Top Reduces (Value $000, Stocks/ETFs)
FTLS -20,125 -100.0%
COST -7,765 -91.7%
FDL -6,974 -100.0%
AAPL -6,230 -22.3%
BUFR -4,761 -52.9%
MSFT -4,171 -22.8%
EFV -3,962 -78.4%
AIRR -3,277 -93.0%
RDVY -3,266 -100.0%
FICS -3,162 -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