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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
ETNEaton Corp Plc
Recent Activity
Increased 981.56%
0.53%
$16.672M
50,303 shares@ $331.44 avg price
SCHFSchwab Strategic Tr
Recent Activity
Decreased -19.97%
0.51%
$16.084M
391,159 shares@ $41.13 avg price
MSIMotorola Solutions Inc
Recent Activity
Increased 5403.86%
0.51%
$16.061M
35,720 shares@ $449.63 avg price
MRKMerck & Co Inc
Recent Activity
Increased 475.39%
0.47%
$14.903M
131,233 shares@ $113.56 avg price
CRMSalesforce Inc
Recent Activity
Increased 570.36%
0.47%
$14.903M
54,446 shares@ $273.72 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 4.7%
0.47%
$14.691M
186,699 shares@ $78.7 avg price
IQVIqvia Hldgs Inc
Recent Activity
New Position
0.46%
$14.633M
61,749 shares@ $236.98 avg price
SPLGSpdr Ser Tr
Recent Activity
Increased 28.85%
0.46%
$14.623M
216,607 shares@ $67.52 avg price
XOMExxon Mobil Corp
Recent Activity
Increased 55.19%
0.46%
$14.569M
124,285 shares@ $117.22 avg price
VTIVanguard Index Fds
Recent Activity
Increased 313.72%
0.45%
$14.185M
50,097 shares@ $283.17 avg price