test

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
RDVYFirst Tr Exchange-traded Fd
Recent Activity
Increased 15.66%
0.97%
$2.664M
44,992 shares@ $59.22 avg price
TQQQProshares Tr
Recent Activity
New Position
0.93%
$2.566M
35,400 shares@ $72.49 avg price
TDIVFirst Tr Exchange-traded Fd
Recent Activity
Increased 46.17%
0.9%
$2.468M
30,740 shares@ $80.31 avg price
TPLTexas Pacific Land Corporati
Recent Activity
Decreased -4.39%
0.89%
$2.444M
2,762 shares@ $884.74 avg price
BUFZFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -7.28%
0.88%
$2.417M
102,667 shares@ $23.55 avg price
FICSFirst Tr Exchange-traded Fd
Recent Activity
Increased 2.36%
0.87%
$2.399M
63,999 shares@ $37.48 avg price
BACBank America Corp
Recent Activity
Decreased -34.24%
0.85%
$2.338M
58,911 shares@ $39.68 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -59.38%
0.85%
$2.331M
5,064 shares@ $460.27 avg price
IJRIshares Tr
Recent Activity
Increased 7.07%
0.79%
$2.177M
18,610 shares@ $116.96 avg price
JNJJohnson & Johnson
Recent Activity
Decreased -0.26%
0.74%
$2.024M
12,488 shares@ $162.05 avg price