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
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -9.72%
0.72%
$1.98M
37,500 shares@ $52.82 avg price
FTHYFirst Tr High Yield Opprt 20
Recent Activity
Decreased -1.69%
0.7%
$1.932M
127,763 shares@ $15.12 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 12.19%
0.7%
$1.918M
51,546 shares@ $37.2 avg price
PFEPfizer Inc
Recent Activity
Increased 14.18%
0.69%
$1.909M
65,953 shares@ $28.94 avg price
RITMRithm Capital Corp
Recent Activity
Decreased -2.65%
0.68%
$1.872M
164,900 shares@ $11.35 avg price
XLKSelect Sector Spdr Tr
Recent Activity
Increased 14.39%
0.68%
$1.865M
8,260 shares@ $225.77 avg price
RSPRInvesco Exchange Traded Fd T
Recent Activity
Increased 41.03%
0.68%
$1.864M
49,058 shares@ $38.0 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -3.51%
0.66%
$1.806M
5,930 shares@ $304.5 avg price
HDHome Depot Inc
Recent Activity
Increased 6.32%
0.61%
$1.686M
4,160 shares@ $405.18 avg price
TSLATesla Inc
Recent Activity
Increased 7.38%
0.61%
$1.673M
6,395 shares@ $261.62 avg price