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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
FTGSFirst Tr Exchange Traded Fd
Recent Activity
Exited
0%
$5.488M
179,868 shares@ $30.52 avg price
SPLGSpdr Ser Tr
Recent Activity
Exited
0%
$2.916M
45,567 shares@ $64.0 avg price
SPTSSpdr Ser Tr
Recent Activity
Exited
0%
$2.737M
94,798 shares@ $28.87 avg price
HONHoneywell Intl Inc
Recent Activity
Exited
0%
$2.662M
12,466 shares@ $213.54 avg price
QCAPFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$2.218M
104,888 shares@ $21.15 avg price
ENBEnbridge Inc
Recent Activity
Exited
0%
$2.166M
60,891 shares@ $35.58 avg price
UBERUber Technologies Inc
Recent Activity
Exited
0%
$1.962M
26,997 shares@ $72.69 avg price
BKNGBooking Holdings Inc
Recent Activity
Exited
0%
$1.894M
478 shares@ $3961.5 avg price
GJANFirst Tr Exchng Traded Fd Vi
Recent Activity
Exited
0%
$1.82M
49,335 shares@ $36.9 avg price
MAMastercard Incorporated
Recent Activity
Exited
0%
$1.802M
4,085 shares@ $441.17 avg price