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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
SDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 6.9%
1.53%
$4.219M
115,982 shares@ $36.39 avg price
BUFQFirst Tr Exchng Traded Fd Vi
Recent Activity
Increased 2.24%
1.52%
$4.202M
138,449 shares@ $30.36 avg price
BUFGFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -6.32%
1.51%
$4.163M
172,666 shares@ $24.12 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -28.71%
1.22%
$3.371M
5,890 shares@ $572.41 avg price
GLDSpdr Gold Tr
Recent Activity
Increased 6.28%
1.22%
$3.351M
13,788 shares@ $243.06 avg price
EFVIshares Tr
Recent Activity
Increased 14.38%
1.11%
$3.073M
53,414 shares@ $57.54 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -47.28%
1.1%
$3.041M
18,336 shares@ $165.86 avg price
WMTWalmart Inc
Recent Activity
Decreased -2.01%
1.02%
$2.821M
34,941 shares@ $80.75 avg price
XOMExxon Mobil Corp
Recent Activity
Decreased -39.48%
1.01%
$2.777M
23,692 shares@ $117.23 avg price
VOOVanguard Index Fds
Recent Activity
Decreased -33.61%
0.99%
$2.722M
5,159 shares@ $527.65 avg price