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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
MCDMcdonalds Corp
Recent Activity
Decreased -3.51%
0.66%
$1.806M
5,930 shares@ $304.5 avg price
CATCaterpillar Inc
Recent Activity
Decreased -2.87%
0.59%
$1.609M
4,115 shares@ $391.11 avg price
ABBVAbbvie Inc
Recent Activity
Decreased -4.89%
0.55%
$1.521M
7,700 shares@ $197.5 avg price
KOCoca Cola Co
Recent Activity
Decreased -8.28%
0.54%
$1.494M
20,794 shares@ $71.87 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -53.89%
0.51%
$1.404M
6,658 shares@ $210.9 avg price
MRKMerck & Co Inc
Recent Activity
Decreased -2.04%
0.51%
$1.39M
12,236 shares@ $113.57 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -18.08%
0.51%
$1.385M
8,285 shares@ $167.2 avg price
FLQMFranklin Templeton Etf Tr
Recent Activity
Decreased -0.97%
0.46%
$1.273M
22,850 shares@ $55.72 avg price
SCHDSchwab Strategic Tr
Recent Activity
Decreased -23.66%
0.44%
$1.21M
14,309 shares@ $84.54 avg price
SFEBFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -15.58%
0.42%
$1.158M
54,374 shares@ $21.3 avg price