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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
AAPLApple Inc
Recent Activity
Decreased -3.89%
7.06%
$19.542M
83,873 shares@ $233.0 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -19.99%
4.88%
$13.486M
31,341 shares@ $430.3 avg price
FTLSFirst Tr Exch Traded Fd Iii
Recent Activity
Decreased -4.22%
3.29%
$9.089M
143,202 shares@ $63.48 avg price
QQQInvesco Qqq Tr
Recent Activity
Increased 58.37%
3.18%
$8.78M
17,990 shares@ $488.08 avg price
BUFRFirst Tr Exchng Traded Fd Vi
Recent Activity
Decreased -0.24%
2.83%
$7.833M
262,056 shares@ $29.89 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 6.91%
2.61%
$7.2M
12,549 shares@ $573.77 avg price
NVDANvidia Corporation
Recent Activity
Increased 16.98%
2.21%
$6.098M
50,211 shares@ $121.44 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -24.23%
2.01%
$5.548M
29,775 shares@ $186.34 avg price
FDLFirst Tr Morningstar Divid L
Recent Activity
Increased 2.64%
1.93%
$5.319M
126,788 shares@ $41.96 avg price
IVVIshares Tr
Recent Activity
Decreased -5.15%
1.56%
$4.318M
7,485 shares@ $576.91 avg price