WDW
William Dudley Webb Jr. Portfolio
Invests via WORLD EQUITY GROUP Inc. | Managed by William Dudley Webb Jr.
Invests via WORLD EQUITY GROUP Inc.
Managed by William Dudley Webb Jr.
Automatically Tracked
William Dudley Webb Jr. Profile
With a distinguished career in the financial services sector, William Dudley Webb Jr. has established himself as a pivotal figure in investment and asset management. His expertise encompasses corporate strategy and operational efficiency, making significant contributions to various financial institutions throughout his tenure. As an industry leader, he has demonstrated exceptional acumen in fostering innovation while navigating complex market dynamics. This strategic insight not only enhances organizational effectiveness but also positions him favorably within investor circles seeking impactful leadership experiences. Webb's role emphasizes the critical interplay between strategic development and sustainable growth within finance.
With a distinguished career in the financial services sector, William Dudley Webb Jr. has established himself as a pivotal figure in investment and asset management. His expertise encompasses corporate strategy and operational efficiency, making significant contributions to various financial institutions throughout his tenure. As an industry leader, he has demonstrated exceptional acumen in fostering innovation while navigating complex market dynamics. This strategic insight not only enhances organizational effectiveness but also positions him favorably within investor circles seeking impactful leadership experiences. Webb's role emphasizes the critical interplay between strategic development and sustainable growth within finance.
Investment Philosophy & Strategy
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
49.32%
Gain +0.21%
Monthly
0.72%
Yearly
9.05%
Drawdown
15.7%
$454.88M
Equity
Holdings
$454.88M
Investment
$364.59M
$558.48M
Profit +$1.04M
Realized
$468.19M
Unrealized
$90.29M
Dividends
$53.1M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.21%
Profit
$1.04M
Win %
67%
This Week
Compared To Last Week
Gain
0.23%
Profit
$1.04M
Win %
67%
This Month
Compared to last month
Gain
0.67%
Profit
$3.03M
Win %
67%
This Year
Compared to last year
Gain
2.83%
Profit
$12.62M
Win %
70%
VOYG Voyager Technologies, Inc.
+4.41%
+$56,112.18 
MXL MaxLinear Inc.
+3.6%
+$5,188.91 
DOW Dow Inc.
+3.25%
+$16,333.44 
CRWD CrowdStrike Holdings, Inc.
+3.02%
+$74,910.96 
DHR Danaher Corporation
+2.99%
+$26,756.56 
CVX Chevron Corporation
+2.62%
+$47,971.68 
XOM Exxon Mobil Corporation
+2.54%
+$105,453.6 
E Eni S.p.A. Sponsored ADR
+2.27%
+$11,844 
VDE Vanguard Energy ETF
+2.22%
+$12,025.49 
AMD Advanced Micro Devices, Inc.
+2.19%
+$62,614.37 
XLE Energy Select Sector SPDR Fund
+2.19%
+$6,769.41 
TPL Texas Pacific Land Corporation
+1.85%
+$47,007 
MWH SOLV Energy Inc Class A
+1.84%
+$10,090.5 
NUE Nucor Corporation
+1.63%
+$5,786.42 
SLB Schlumberger Limited
+1.61%
+$5,214.18 
RKLB Rocket Lab Corporation
+1.6%
+$4,310 
NEXA Nexa Resources S.A.
+1.36%
+$2,231.76 
MRVL Marvell Technology, Inc.
+1.32%
+$10,157.76 
XSD SPDR S&P Semiconductor ETF
+1.28%
+$5,490 
SSRM Ssr Mining Inc.
+1.24%
+$8,774.58 
SLV iShares Silver Trust
+1.21%
+$5,475.84 
CSTM Constellium SE
+1.07%
+$1,732.32 
ASML ASML Holding N.V. New York Registry Shares
+1.04%
+$11,267.7 
BXMT Blackstone Mortgage Trust Inc
+1.02%
+$3,486.78 
JPM JPMorgan Chase & Co.
+1%
+$31,364.63 
NEM Newmont Corporation
+0.92%
+$2,500.41 
GEV GE Vernova Inc.
+0.85%
+$5,009.16 
T AT&T Inc.
+0.83%
+$3,379.2 
PNR Pentair plc
+0.77%
+$1,482.64 
META Meta Platforms Inc Class A
+0.7%
+$45,509.12 
CVSA Adtalem Global Education Inc.
+0.63%
+$1,734.05 
ONEY SPDR Russell 1000 Yield Focus ETF
+0.57%
+$5,674.6 
NVDA NVIDIA Corporation
+0.57%
+$76,098.73 
FITB Fifth Third Bancorp
+0.55%
+$1,708.8 
ABBV AbbVie Inc.
+0.47%
+$9,849.12 
JCI Johnson Controls International plc
+0.47%
+$2,246.4 
PHM PulteGroup Inc.
+0.45%
+$1,478.17 
TIGO Millicom International Cellular S.A.
+0.41%
+$1,144.65 
MU Micron Technology, Inc.
+0.39%
+$4,048.38 
PG Procter & Gamble Co
+0.36%
+$4,731.84 
IALT iShares Systematic Alternatives Active ETF
+0.34%
+$1,536.3 
DE Deere & Company
+0.33%
+$1,815.75 
GLD SPDR Gold Shares
+0.32%
+$34,720.56 
EPD Enterprise Products Partners L.P.
+0.31%
+$810.12 
IAU iShares Gold Trust
+0.31%
+$2,144 
PANW Palo Alto Networks, Inc.
+0.31%
+$3,129.15 
AAAU Goldman Sachs Physical Gold ETF
+0.3%
+$1,061.62 
VZ Verizon Communications Inc.
+0.29%
+$1,869.6 
SOXX iShares Semiconductor ETF
+0.29%
+$880.15 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$9,904.86 
AIRR First Trust RBA American Industrial Renaissance ETF
+0.26%
+$537.57 
FBY YieldMax META Option Income Strategy ETF
+0.22%
+$213.28 
JNJ Johnson & Johnson
+0.21%
+$3,347.12 
CDE Coeur Mining, Inc.
+0.2%
+$518.88 
CRDO Credo Technology Group Holding Ltd.
+0.2%
+$527.4 
CLS Celestica Inc.
+0.15%
+$579.36 
SMH VanEck Semiconductor ETF
+0.11%
+$370.27 
V Visa Inc. Class A
+0.1%
+$1,542.87 
NTRL First Trust Equity Market Neutral ETF
+0.1%
+$360.25 
NVT nVent Electric plc
+0.09%
+$447.59 
RTX RTX Corporation
+0.09%
+$560.32 
DLR Digital Realty Trust, Inc.
+0.08%
+$412.95 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
+0.05%
+$187.76 
CLOI VanEck CLO ETF
+0.04%
+$173.6 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
+0.03%
+$432.32 
EES WisdomTree U.S. SmallCap Fund
+0.03%
+$116.24 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.03%
+$115.09 
BAC Bank of America Corporation
+0.03%
+$890.76 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$91.28 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
+0.02%
+$62.94 
MBB iShares MBS ETF
+0.02%
+$137.86 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$166.12 
CSCO Cisco Systems, Inc.
+0.01%
+$172.39 
C Citigroup Inc.
+0.01%
+$176.79 
CB Chubb Limited
0%
+$35.55 
TXN Texas Instruments Inc
0%
+$15.95 
FTHY First Trust High Yield Opportunities 2027 Fund
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
IVES Amplify Bloomberg AI Value Chain ETF
0%
$0 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
VMBS Vanguard Mortgage-Backed Securities Fund
0%
$0 
XIDE FT Vest US Equity Buffer & Protective Fund
0%
$0 BPRE
BPRE
0%
$0 KHPI
KHPI
0%
$0 DDTS
DDTS
0%
$0 UXOC
UXOC
0%
$0 UXAP
UXAP
0%
$0 UXJL
UXJL
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$621,392.31 
COIN Coinbase Global, Inc.
-10.1%
-$42,722.06 
CASY Casey's General Stores Inc.
-5.54%
-$23,543.01 
EAT Brinker International Inc.
-4.91%
-$17,315.92 
GETY Getty Images Holdings, Inc. Class A Common Stock
-4.58%
-$109 
STX Seagate Technology Holdings plc
-4.19%
-$27,498.1 
UUUU Energy Fuels Inc.
-3.73%
-$11,078.64 
IBIT iShares Bitcoin Trust
-3.64%
-$42,021.4 
CYD China Yuchai International Ltd
-3.54%
-$8,236.08 
GE General Electric Company
-3.29%
-$26,254.6 
SPCX Space Exploration Technologies Corp. Class A
-3.15%
-$21,175.04 
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF
-3.1%
-$8,776.8 
ORCL Oracle Corporation
-3.05%
-$9,737.26 
NFLX Netflix, Inc.
-3.01%
-$18,096.76 
SHOP Shopify Inc.
-3.01%
-$27,512.81 
SMCI Super Micro Computer Inc
-2.99%
-$13,174.7 
STRL Sterling Infrastructure, Inc.
-2.93%
-$10,165.9 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-2.84%
-$20,211.66 
SMCY YieldMax SMCI Option Income Strategy ETF
-2.77%
-$2,182.18 
ROP Roper Technologies Inc.
-2.7%
-$11,737 
F Ford Motor Company
-2.54%
-$18,636.32 
CNC Centene Corporation
-2.53%
-$14,626.17 
SBUX Starbucks Corporation
-2.51%
-$6,152.79 
OKE ONEOK, Inc.
-2.32%
-$6,064.65 
NBIS Nebius Group N.V.
-2.27%
-$9,688.2 
CCD Calamos Dynamic Convertible and Income Fund
-2.17%
-$11,790.69 
RITM Rithm Capital Corp.
-2.1%
-$28,290 
GM General Motors Company
-2.05%
-$9,510.27 
ASTS AST SpaceMobile, Inc.
-2.05%
-$4,301.31 
DIS The Walt Disney Company
-2.03%
-$6,723.2 
AMZN Amazon.com Inc
-2.01%
-$186,772.09 
UNH UnitedHealth Group Incorporated
-1.98%
-$20,371.97 
TQQQ ProShares UltraPro QQQ
-1.98%
-$3,425 
CME CME Group Inc.
-1.92%
-$14,090.88 
COST Costco Wholesale Corporation
-1.91%
-$17,753.16 
AKRE Akre Focus ETF
-1.88%
-$12,724.68 
LOW Lowe's Companies Inc.
-1.82%
-$3,906.02 
MCD McDonald's Corporation
-1.78%
-$27,141.08 
BBAI BigBear.ai Holdings Inc.
-1.74%
-$1,460 
HD The Home Depot, Inc.
-1.72%
-$21,671.78 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-1.66%
-$4,440.75 
MSFT Microsoft Corp.
-1.64%
-$257,197.25 
MSCI MSCI Inc.
-1.63%
-$8,154.08 
AAMI Acadian Asset Management Inc.
-1.61%
-$14,015.43 
WWD Woodward Inc.
-1.59%
-$6,612.43 
DY Dycom Industries Inc.
-1.59%
-$2,293.2 
AVGO Broadcom Inc.
-1.58%
-$52,647 
UBER Uber Technologies, Inc.
-1.57%
-$5,426.4 
AMGN Amgen Inc.
-1.53%
-$8,611.2 
SNDK SanDisk Corporation
-1.36%
-$17,297.9 
ITA iShares U.S. Aerospace & Defense ETF
-1.27%
-$8,169.6 
GOOGL Alphabet Inc
-1.26%
-$88,592.49 
GOOG Alphabet Inc
-1.24%
-$50,761.38 
EXC Exelon Corporation
-1.23%
-$9,288.3 
PDI Pimco Dynamic Income Fund
-1.21%
-$8,553.83 
GS The Goldman Sachs Group, Inc.
-1.21%
-$29,694.78 
SO The Southern Company
-1.18%
-$6,361.28 
VRT Vertiv Holdings Co
-1.18%
-$8,008 
VOT Vanguard Mid-Cap Growth ETF
-1.18%
-$10,332.75 
XLU Utilities Select Sector SPDR Fund
-1.17%
-$3,935.19 
APH Amphenol Corporation
-1.17%
-$12,180.8 
THQ Abrdn Healthcare Opportunities Fund
-1.15%
-$4,473.92 
MO Altria Group, Inc.
-1.13%
-$4,041.6 
TJX The TJX Companies, Inc.
-1.1%
-$5,740.7 
VPU Vanguard Utilities ETF
-1.08%
-$5,560.52 
DUK Duke Energy Corporation
-1.07%
-$2,493.44 
ACV Virtus Diversified Income & Convertible Fund
-1.05%
-$11,326.5 
ABT Abbott Laboratories
-1.03%
-$7,487.84 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.99%
-$3,719.08 
CL Colgate-Palmolive Company
-0.98%
-$2,248.04 
LRCX Lam Research Corporation
-0.96%
-$14,609.12 
IWM iShares Russell 2000 ETF
-0.95%
-$9,119 
MAR Marriott International Inc. - Class A
-0.95%
-$4,627.14 
XLC Communication Services Select Sector SPDR Fund
-0.94%
-$3,170.88 
YMAX YieldMax Universe Fund of Option Income ETFs
-0.94%
-$1,551.41 
D Dominion Energy, Inc.
-0.91%
-$4,657.19 
WMT Walmart Inc.
-0.91%
-$20,824.65 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.91%
-$3,390.12 
CGGR Capital Group Growth ETF
-0.9%
-$2,377.2 
MCN XAI Madison Equity Premium Income Fund
-0.9%
-$5,720.35 
SSO ProShares Ultra S&P500
-0.9%
-$2,841.46 
IJR iShares Core S&P Small-Cap ETF
-0.85%
-$21,495.42 
APP AppLovin Corporation Class A Common Stock
-0.83%
-$2,276.82 
DSL DoubleLine Income Solutions Fund
-0.82%
-$2,099.16 
CGDV Capital Group Dividend Value ETF
-0.81%
-$2,882.4 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.81%
-$1,819.42 
AFSM First Trust Active Factor Small Cap ETF
-0.81%
-$3,486.97 
AIQ Global X Artificial Intelligence & Technology ETF
-0.8%
-$2,641.8 
VXF Vanguard Extended Market ETF
-0.79%
-$2,846.32 
XMMO Invesco S&P MidCap Momentum ETF
-0.79%
-$9,928.62 
TT Trane Technologies plc
-0.76%
-$5,237.43 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.76%
-$4,660.35 
RYLD Global X Russell 2000 Covered Call ETF
-0.75%
-$1,521 
CGUS Capital Group Core Equity ETF
-0.74%
-$1,789.92 
VBK Vanguard Small-Cap Growth ETF
-0.74%
-$5,571.7 
IVV iShares Core S&P 500 ETF
-0.74%
-$50,996.61 
IJH iShares Core S&P Mid-Cap ETF
-0.74%
-$3,313.6 
VO Vanguard Mid-Cap ETF
-0.74%
-$7,508.9 
IWD iShares Russell 1000 Value ETF
-0.73%
-$4,254.25 
VUG Vanguard Growth ETF
-0.73%
-$13,966.08 
KO The Coca-Cola Company
-0.73%
-$13,751.4 
MRK Merck & Co., Inc.
-0.72%
-$14,797.65 
SPEM SPDR Portfolio Emerging Markets ETF
-0.72%
-$5,169.37 
AMAT Applied Materials, Inc.
-0.72%
-$984.96 
IVE ISHARES S&P 500 VALUE ETF
-0.71%
-$7,995.17 
MAGS Roundhill Magnificent Seven Fund
-0.71%
-$4,551.52 
ET Energy Transfer L.P.
-0.7%
-$3,404.4 
QUAL iShares MSCI USA Quality Factor ETF
-0.69%
-$1,843.75 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.69%
-$5,951.96 
IWMI Neos Russell 2000 High Income ETF
-0.69%
-$3,706.5 
DNP DNP Select Income Fund Inc.
-0.68%
-$3,576.37 
NEE NextEra Energy, Inc.
-0.67%
-$4,861.45 
TTMI TTM Technologies, Inc.
-0.67%
-$2,495.84 
TSLA Tesla, Inc.
-0.67%
-$31,636.43 
QQQM Invesco NASDAQ 100 ETF
-0.66%
-$4,274.95 
IWF iShares Russell 1000 Growth ETF
-0.66%
-$4,395.56 
QQQ Invesco QQQ Trust, Series 1
-0.65%
-$113,067.52 
HEGD Swan Hedged Equity US Large Cap Fund
-0.65%
-$18,009.6 
VWO Vanguard FTSE Emerging Markets ETF
-0.65%
-$9,002.07 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.64%
-$12,325.42 
CGGE Capital Group Global Equity ETF
-0.64%
-$1,308.78 
PFE Pfizer Inc.
-0.63%
-$2,804.37 
XLI Industrial Select Sector SPDR Fund
-0.63%
-$6,178.12 
BAI iShares A.I. Innovation and Tech Active ETF
-0.62%
-$3,594.99 
PEP PepsiCo, Inc.
-0.62%
-$3,845.52 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.62%
-$4,166.69 
AVMV Avantis U.S. Mid Cap Value ETF
-0.6%
-$8,293.44 
KMI Kinder Morgan, Inc.
-0.6%
-$2,180.97 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.6%
-$2,781.48 
FYC First Trust Small Cap Growth Fund
-0.59%
-$4,393.92 
USMF WisdomTree U.S. Multifactor Fund
-0.59%
-$1,904.06 
EZRO AlphaDroid Defensive Sector Rotation ETF
-0.58%
-$20,675.58 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
-0.57%
-$4,050.05 
XAR SPDR S&P Aerospace & Defense ETF
-0.57%
-$1,656.88 
QQQI Neos NASDAQ-100 High Income ETF
-0.57%
-$6,045.31 
WCMI First Trust WCM International Equity ETF
-0.57%
-$7,251.2 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.57%
-$1,343.76 
RDVY First Trust Rising Dividend Achievers ETF
-0.56%
-$1,615.05 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.56%
-$2,224.84 
GWX SPDR S&P International Small Cap ETF
-0.56%
-$1,346.4 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
-0.56%
-$2,212.16 
EZMO AlphaDroid Broad Markets Momentum ETF
-0.56%
-$21,436.7 
VOOG Vanguard S&P 500 Growth ETF
-0.55%
-$1,749.38 
UXJA FT US Equity Unconstrained Premium Dividend Accumulating ETF
-0.55%
-$20,967.29 
VONG Vanguard Russell 1000 Growth Fund
-0.55%
-$3,857.64 
PSIX Power Solutions International, Inc.
-0.53%
-$4,343.01 
CFO VictoryShares US 500 Enhanced ETF
-0.53%
-$6,731.05 
AAPL Apple Inc.
-0.52%
-$133,892.03 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.52%
-$2,430.34 
VB Vanguard Small-Cap ETF
-0.52%
-$8,628.14 
CSX CSX Corporation
-0.51%
-$2,863.75 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.5%
-$1,256.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.5%
-$5,295.39 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
-0.49%
-$3,300.15 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
-0.49%
-$3,285.32 
KGC Kinross Gold Corporation
-0.48%
-$1,340.14 
GSUS Goldman Sachs MarketBeta U.S.
-0.47%
-$7,084 
SECT Main Sector Rotation ETF
-0.47%
-$10,895.94 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$87,192 
BLCR iShares Large Cap Core ACT ETF
-0.45%
-$2,155.78 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.45%
-$8,635.32 
THRO iShares U.S. Thematic Rotation Active ETF
-0.45%
-$1,747.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.44%
-$14,925.64 
IYW iShares U.S. Technology ETF
-0.44%
-$3,758.49 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.44%
-$1,662.88 
EFV iShares MSCI EAFE Value ETF
-0.44%
-$3,476.88 
BUD Anheuser-Busch InBev S.A. ADR
-0.44%
-$2,276.75 
PM Philip Morris International Inc.
-0.44%
-$3,060 
PLTR Palantir Technologies Inc.
-0.43%
-$32,720.25 
VOO Vanguard S&P 500 ETF
-0.43%
-$21,590.93 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
-0.43%
-$2,038.26 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.42%
-$1,406.9 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.42%
-$2,376 
PSFD Pacer Swan SOS Flex January Fund
-0.42%
-$3,515.68 
HCA HCA Healthcare Inc.
-0.42%
-$2,663.85 
EFA iShares MSCI EAFE ETF
-0.42%
-$3,113.44 
CORO Ishares International Country Rotational Active ETF
-0.41%
-$2,091.3 
PH Parker-Hannifin Corporation
-0.4%
-$1,698.75 
DGRE WisdomTree Emerging Markets Fund
-0.4%
-$904.8 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.4%
-$2,249.52 
SPYI NEOS S&P 500 High Income ETF
-0.4%
-$3,831.51 
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
-0.4%
-$847.98 
GPIX S&P 500 Core Premium Income Fund
-0.4%
-$1,052.48 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$923.23 
FJUN FT Vest US Equity Buffer ETF - June
-0.39%
-$2,352.92 
IEMG iShares Core MSCI Emerging Markets ETF
-0.39%
-$2,975.69 
AOA iShares Core Aggressive Allocation ETF
-0.38%
-$4,120.87 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.38%
-$2,903.88 
VEU Vanguard FTSE All-World ex-US ETF
-0.38%
-$1,448.94 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
-0.38%
-$2,439.35 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.38%
-$5,095.38 
WM Waste Management, Inc.
-0.38%
-$3,101.24 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
-0.37%
-$5,371.49 
UNP Union Pacific Corporation
-0.37%
-$2,423.4 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.36%
-$1,121.71 
EFG iShares MSCI EAFE Growth ETF
-0.35%
-$2,262.96 
FMAY FT Vest U.S. Equity Buffer ETF
-0.34%
-$2,148.32 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.34%
-$927.42 
VGT Vanguard Information Technology ETF
-0.34%
-$1,729.6 
FFEB FT Vest US Equity Buffer ETF
-0.34%
-$1,682.03 
IYRI Neos Real Estate High Income ETF
-0.34%
-$702.88 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.33%
-$4,910.28 
SPTE SP Funds S&P Global Technology ETF
-0.33%
-$736.56 
ECL Ecolab Inc.
-0.32%
-$1,171.89 
XLF Financial Select Sector SPDR Fund
-0.32%
-$3,933.88 
DFTT DF Tactical 30 ETF
-0.31%
-$861.71 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
-0.3%
-$1,487.87 
BUFQ FT Nasdaq Buffer ETF July.
-0.3%
-$13,768.92 
GJUN FT Vest US Equity Moderate Fund
-0.29%
-$1,392.32 
KDP Keurig Dr Pepper Inc.
-0.28%
-$969.57 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.28%
-$4,430.76 
XLK State Street Technology Select Sector SPDR ETF
-0.28%
-$7,857.72 
BUFR FT Vestladder Buffer ETF-USD I
-0.28%
-$13,197.87 
DDEC FT Vest U.S. Equity Deep Buffer Fund
-0.28%
-$2,577.15 
PSFJ Pacer Swan SOS Flex July ETF
-0.28%
-$2,306.6 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-0.28%
-$570.64 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
-0.28%
-$1,319.63 
IBM International Business Machines Corporation
-0.27%
-$3,191.24 
TLT iShares 20+ Year Treasury Bond ETF
-0.27%
-$622.6 
AFLG First Trust Active Factor Large Cap ETF
-0.27%
-$1,693.68 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.27%
-$9,420.39 
FAPR FT Vest U.S. Equity Buffer ETF
-0.26%
-$1,372.85 
BUFZ FT Vest Laddered Moderate Buffer Fund
-0.26%
-$2,981.78 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
-0.26%
-$5,242.7 
BUFG FT Vest Buffered Allocation Fund
-0.25%
-$12,798.6 
ETN Eaton Corporation plc
-0.25%
-$4,269.86 
FIX Comfort Systems USA, Inc.
-0.24%
-$1,861.47 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.24%
-$1,134 
MA Mastercard Incorporated
-0.23%
-$554.69 
HYLB Xtrackers USD High Yield Corporate Bond ETF
-0.22%
-$1,938.16 
FHLC Fidelity MSCI Health Care Index ETF
-0.22%
-$809.46 
AFMC First Trust Active Factor Mid Cap ETF
-0.22%
-$773.58 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.22%
-$3,590.41 
TLH iShares 10-20 Year Treasury Bond ETF
-0.22%
-$881.09 
DBL DoubleLine Opportunistic Credit Fund
-0.21%
-$498 
DLS WisdomTree International SmallCap Dividend Fund
-0.21%
-$648.98 
FNDX Schwab Fundamental U.S. Large Company Index ETF
-0.2%
-$5,674.18 
ITW Illinois Tool Works Inc.
-0.19%
-$945.54 
HYBI Neos Enhanced Income Cash Alternative ETF
-0.19%
-$538.05 
HERD Pacer Cash Cows Fund of Funds
-0.18%
-$1,010.14 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
-0.17%
-$1,190.28 
DDFM Innovator Equity Dual Directional 15 Buffer ETF - March
-0.17%
-$1,129.28 
HYTR Counterpoint High Yield ETF
-0.17%
-$439.34 
SPSK SP Funds Dow Jones Global Sukuk ETF
-0.17%
-$405.12 
JFR Nuveen Floating Rate Income Fund
-0.16%
-$687.58 
IQLT iShares MSCI International Quality Factor ETF
-0.16%
-$579.92 
BNS Bank of Nova Scotia
-0.15%
-$357.28 
DNOV FT Vest US Equity Deep Buffer Fund
-0.15%
-$1,018.08 
CAT Caterpillar Inc.
-0.14%
-$3,646.35 
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
-0.14%
-$905.13 
BLV Vanguard Long-Term Bond ETF
-0.14%
-$285.75 
BNDX Vanguard Total International Bond ETF
-0.13%
-$818.4 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.13%
-$419.1 
GGOV iShares Global Government Bond USD Hedged Active ETF
-0.12%
-$405.71 
LLY Eli Lilly and Company
-0.11%
-$2,562.3 
COWZ Pacer US Cash Cows 100 ETF
-0.11%
-$1,916.72 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
-0.11%
-$692.54 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
-0.1%
-$601.08 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$979.18 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.1%
-$235.2 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.1%
-$337.41 
SYK Stryker Corporation
-0.09%
-$728.75 
UPS United Parcel Service, Inc.
-0.08%
-$310 
IMTM iShares MSCI International Momentum Factor ETF
-0.08%
-$580.64 
IEI iShares 3-7 Year Treasury Bond ETF
-0.07%
-$140.8 
MARM Ftv Estus Max Buff ETF March
-0.07%
-$241.75 
GOVT iShares U.S. Treasury Bond ETF
-0.07%
-$500.82 
VTV Vanguard Value ETF
-0.06%
-$898.8 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.06%
-$248.76 
FBND Fidelity Total Bond ETF
-0.06%
-$475.93 
INTC Intel Corporation
-0.05%
-$340.1 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.05%
-$107.32 
IUSB iShares Core Universal USD Bond ETF
-0.04%
-$941.74 
QRFT Qraft AI-Enhanced U.S. Large Cap ETF
-0.04%
-$98.12 
XLV Health Care Select Sector SPDR Fund
-0.04%
-$371.07 
MTUM iShares MSCI USA Momentum Factor ETF
-0.04%
-$337.44 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$148.95 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.03%
-$52.62 
GLW Corning Incorporated
-0.03%
-$70.36 
BND Vanguard Total Bond Market Index Fund
-0.03%
-$106.12 
GDX VanEck Gold Miners ETF
-0.02%
-$68.34 
GSY Invesco Ultra Short Duration ETF
-0.02%
-$128.38 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$128.82 
FTSM First Trust Enhanced Short Maturity Fund
-0.02%
-$67.76 
SCHD Schwab U.S. Dividend Equity ETF
-0.01%
-$292.75 
JPST JPMorgan Ultra-Short Income ETF
-0.01%
-$35.85 Events
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Dividends
Dividend Analysis
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| Trades 5835 | Longs Won 3509/5835 60% | Profit Factor 2.7 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.38M |
| Average Win $252,734.73 | Best Trade (Jun 29) $218.77M | Sharpe Ratio -0.44 |
| Average Loss -$141,239.39 | Worst Trade (Jun 30) -$222.18M | Z-Score -16.36 (100%) |
| Commissions $0 | Avg. Trade Length 10m 2w 5d | Expectancy $95,711.53 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.07% | 0.44% | 1.61% | 4.39% | 10% | 20.03% | 36.57% | 62.19% |
| Consecutive Losing Trades | 3,226 | 2,903 | 2,581 | 2,258 | 1,935 | 1,613 | 1,290 | 968 | 645 | 323 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 8,493 | $373,360.03 | $359,721.01 | - | -$13,639.02 | -3.65% | +0.296% |
| AAMI Acadian Asset Management Inc. | 9,801 | $700,973 | $857,489.49 | - | $156,516.49 | 22.33% | -1.608% |
| AAPL Apple Inc. | 76,949 | $17.02M | $25.5M | - | $8.47M | 49.76% | -0.522% |
| ABBV AbbVie Inc. | 7,975 | $1.37M | $2.1M | - | $724,597.16 | 52.78% | +0.472% |
| ABT Abbott Laboratories | 7,064 | $828,551.89 | $720,739.92 | - | -$107,811.97 | -13.01% | -1.028% |
| ACV Virtus Diversified Income & Convertible Fund | 41,950 | $1M | $1.06M | - | $62,408.83 | 6.23% | -1.053% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 48,959 | $1.02M | $1.01M | - | -$5,875.47 | -0.58% | -0.097% |
| AFLG First Trust Active Factor Large Cap ETF | 14,114 | $496,251.46 | $626,661.6 | - | $130,410.14 | 26.28% | -0.27% |
| AFMC First Trust Active Factor Mid Cap ETF | 8,741 | $286,871.95 | $351,912.66 | - | $65,040.71 | 22.67% | -0.219% |
| AFSM First Trust Active Factor Small Cap ETF | 10,873 | $324,788.69 | $429,483.5 | - | $104,694.81 | 32.23% | -0.805% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,180 | $262,593.86 | $326,132.8 | - | $63,538.94 | 24.2% | -0.804% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 1,991 | $193,221.7 | $209,154.55 | - | $15,932.85 | 8.25% | +0.258% |
| AKRE Akre Focus ETF | 11,674 | $764,764 | $665,301.26 | - | -$99,462.74 | -13.01% | -1.877% |
| AMAT Applied Materials, Inc. | 324 | $104,805.21 | $136,459.08 | - | $31,653.87 | 30.2% | -0.717% |
| AMD Advanced Micro Devices, Inc. | 5,803 | $1.18M | $2.93M | - | $1.74M | 147.15% | +2.187% |
| AMGN Amgen Inc. | 1,472 | $457,938.56 | $552,956.8 | - | $95,018.24 | 20.75% | -1.533% |
| AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 4,770 | $197,968.1 | $274,227.3 | - | $76,259.2 | 38.52% | -3.101% |
| AMZN Amazon.com Inc | 36,694 | $5.97M | $9.12M | - | $3.15M | 52.77% | -2.008% |
| AOA iShares Core Aggressive Allocation ETF | 10,989 | $815,020.71 | $1.07M | - | $254,703.49 | 31.25% | -0.384% |
| APH Amphenol Corporation | 13,240 | $420,375.42 | $1.03M | - | $607,445.78 | 144.5% | -1.171% |
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FAQ
Which stocks have generated the highest profits for William Dudley Webb Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Thor Industries Inc - $222.9M, Visa Inc. Class A - $98.08M, NVIDIA Corporation - $56.59M, Oracle Corporation - $42.38M, and Microsoft Corp - $26.77M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Thermo Fisher Scientific Inc - $220.73M, CVS Health Corporation - $4.42M, Humana Inc - $3.74M, The Walt Disney Company - $1.78M, and Texas Pacific Land Corporation - $1.77M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Dudley Webb Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $53.1M earned over time. The largest contributors to dividend income include Thor Industries Inc - $4.13M, Visa Inc. Class A - $3.59M, Goldman Sachs Access Treasury 0-1 Year ETF - $2.04M, SPDR S&P 500 ETF Trust - $1.45M, and Thermo Fisher Scientific Inc - $1.43M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Dudley Webb Jr.'s monthly returns?
William Dudley Webb Jr.'s monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can William Dudley Webb Jr.'s strategy be considered aggressive or moderate?
William Dudley Webb Jr.'s strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow William Dudley Webb Jr.'s strategy?
William Dudley Webb Jr.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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