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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
WMTWalmart Inc
Recent Activity
Increased 151.45%
0.64%
$20.372M
252,282 shares@ $80.75 avg price
HDHome Depot Inc
Recent Activity
Increased 304.81%
0.64%
$20.3M
50,099 shares@ $405.21 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 20.92%
0.63%
$19.958M
377,930 shares@ $52.82 avg price
IVVIshares Tr
Recent Activity
Increased 3.21%
0.61%
$19.206M
33,296 shares@ $576.84 avg price
VOEVanguard Index Fds
Recent Activity
Increased 1316.17%
0.58%
$18.26M
108,903 shares@ $167.67 avg price
NVDANvidia Corporation
Recent Activity
Increased 109.16%
0.57%
$18.049M
148,626 shares@ $121.44 avg price
USMVIshares Tr
Recent Activity
Increased 278.18%
0.55%
$17.518M
191,915 shares@ $91.28 avg price
SCHVSchwab Strategic Tr
Recent Activity
Increased 1175.47%
0.55%
$17.447M
217,084 shares@ $80.38 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 1.26%
0.54%
$16.996M
346,995 shares@ $48.98 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Increased 210.71%
0.53%
$16.895M
36,707 shares@ $460.27 avg price