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William Dudley Webb Jr.

@World Equity Group, Inc.

Latest period2024 - Q3ReportedManaged Assets$276.864MTotal holdings256
Assets growth rate-17.36%Assets growth rate (2-Q avg)-24.27%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in World Equity Group, Inc.'s 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 256 positions.

Assets under management

The assets under management (AUM) of World Equity Group, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 276.864M in assets, with a quarterly growth rate of -17.36% and a 2-quarter average growth rate of -24.27%. The portfolio is managed by William Dudley Webb Jr., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
TQQQProshares Tr
Recent Activity
New Position
0.93%
$2.566M
35,400 shares@ $72.49 avg price
QJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.43%
$1.168M
43,247 shares@ $27.01 avg price
DJUNFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.41%
$1.115M
26,192 shares@ $42.56 avg price
JUNMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.38%
$1.051M
33,442 shares@ $31.42 avg price
FDNFirst Tr Exchange-traded Fd
Recent Activity
New Position
0.24%
$639,090
3,017 shares@ $211.83 avg price
PFFAEtfis Ser Tr I
Recent Activity
New Position
0.23%
$626,684
27,450 shares@ $22.84 avg price
FVDFirst Tr Value Line Divid In
Recent Activity
New Position
0.22%
$589,957
12,969 shares@ $45.49 avg price
IWYIshares Tr
Recent Activity
New Position
0.21%
$569,492
2,588 shares@ $220.06 avg price
FXHFirst Tr Exchange Traded Fd
Recent Activity
New Position
0.2%
$537,609
4,806 shares@ $111.87 avg price
MARMFirst Tr Exchng Traded Fd Vi
Recent Activity
New Position
0.2%
$533,973
17,536 shares@ $30.46 avg price