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Adam Enter

@World Investment Advisors, Llc

Latest period2024 - Q3ReportedManaged Assets$3.189BTotal holdings898
Assets growth rate98.54%Assets growth rate (2-Q avg)114.19%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in World Investment Advisors, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 898 positions.

Assets under management

The assets under management (AUM) of World Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 3.189B in assets, with a quarterly growth rate of 98.54% and a 2-quarter average growth rate of 114.19%. The portfolio is managed by Adam Enter, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
GOOGLAlphabet Inc
Recent Activity
Increased 290.17%
0.95%
$30.054M
181,209 shares@ $165.86 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 28.35%
0.91%
$28.829M
50,246 shares@ $573.76 avg price
MUBIshares Tr
Recent Activity
Increased 1.1%
0.86%
$27.251M
250,865 shares@ $108.64 avg price
VOVanguard Index Fds
Recent Activity
Increased 759.61%
0.81%
$25.775M
97,694 shares@ $263.83 avg price
VVisa Inc
Recent Activity
Increased 240.56%
0.8%
$25.262M
91,877 shares@ $274.96 avg price
GOOGAlphabet Inc
Recent Activity
Increased 28.27%
0.79%
$25.063M
149,907 shares@ $167.19 avg price
UNHUnitedhealth Group Inc
Recent Activity
Increased 239.37%
0.77%
$24.308M
41,575 shares@ $584.68 avg price
SUSAIshares Tr
Recent Activity
Increased 9889.32%
0.75%
$23.748M
197,289 shares@ $120.38 avg price
AVGOBroadcom Inc
Recent Activity
Increased 5915.56%
0.72%
$22.684M
131,500 shares@ $172.5 avg price
IXUSIshares Tr
Recent Activity
Increased 5.04%
0.71%
$22.354M
306,843 shares@ $72.86 avg price