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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
IUSBIshares Tr
Recent Activity
Increased 38.16%
0.51%
$1.39M
29,496 shares@ $47.13 avg price
CFOVictory Portfolios Ii
Recent Activity
Increased 0.12%
0.51%
$1.387M
19,877 shares@ $69.79 avg price
IBMInternational Business Machs
Recent Activity
Increased 8.95%
0.5%
$1.365M
6,175 shares@ $221.08 avg price
HYTRNorthern Lts Fd Tr Iii
Recent Activity
Increased 57.01%
0.48%
$1.307M
58,944 shares@ $22.18 avg price
IVWIshares Tr
Recent Activity
Increased 81.44%
0.47%
$1.296M
13,535 shares@ $95.77 avg price
PGProcter And Gamble Co
Recent Activity
Increased 6.61%
0.46%
$1.257M
7,258 shares@ $173.2 avg price
COSTCostco Whsl Corp New
Recent Activity
Increased 14.82%
0.44%
$1.209M
1,364 shares@ $886.34 avg price
CVXChevron Corp New
Recent Activity
Increased 0.65%
0.42%
$1.146M
7,780 shares@ $147.28 avg price
ADPAutomatic Data Processing In
Recent Activity
Increased 15.13%
0.39%
$1.057M
3,820 shares@ $276.74 avg price
XLFSelect Sector Spdr Tr
Recent Activity
Increased 4.48%
0.39%
$1.055M
23,277 shares@ $45.33 avg price