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:
46.86%
Gain +1.5%
Monthly
0.73%
Yearly
9.16%
Drawdown
15.7%
$452.26M
Equity
Holdings
$452.26M
Investment
$364.59M
$555.85M
Profit +$6.6M
Realized
$468.19M
Unrealized
$87.67M
Dividends
$52.33M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.5%
Profit
$6.6M
Win %
74%
This Week
Compared To Last Week
Gain
1.24%
Profit
$5.54M
Win %
74%
This Month
Compared to last month
Gain
3.56%
Profit
$15.55M
Win %
74%
This Year
Compared to last year
Gain
2.24%
Profit
$9.99M
Win %
74%
AMZN Amazon.com Inc
+15.32%
+$1.32M 
ETN Eaton Corporation plc
+7.32%
+$123,346.67 
GOOG Alphabet Inc
+6.88%
+$271,160.85 
GOOGL Alphabet Inc
+6.73%
+$451,399.83 
NVT nVent Electric plc
+6.24%
+$31,090.29 
VRT Vertiv Holdings Co
+6.18%
+$40,240.23 
TT Trane Technologies plc
+3.33%
+$23,677.4 
META Meta Platforms Inc Class A
+3.28%
+$173,405.35 
MAGS Roundhill Magnificent Seven Fund
+3.19%
+$18,757.8 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$59,423.04 
AAMI Acadian Asset Management Inc.
+3.03%
+$24,894.54 
MSFT Microsoft Corp.
+3.02%
+$422,560.19 
CRDO Credo Technology Group Holding Ltd.
+2.94%
+$10,389.79 
NVDA NVIDIA Corporation
+2.93%
+$360,604.07 
STRL Sterling Infrastructure, Inc.
+2.76%
+$11,773.39 
DFTT DF Tactical 30 ETF
+2.67%
+$7,207.76 
SMCI Super Micro Computer Inc
+2.42%
+$8,024.59 
CVX Chevron Corporation
+2.35%
+$38,998.56 
VOYG Voyager Technologies, Inc.
+2.34%
+$21,522.48 
MRVL Marvell Technology, Inc.
+2.32%
+$15,025.02 
SMCY YieldMax SMCI Option Income Strategy ETF
+2.27%
+$1,558.7 
CNC Centene Corporation
+2.27%
+$11,500.92 
GLW Corning Incorporated
+2.24%
+$5,329.77 
CSCO Cisco Systems, Inc.
+2.14%
+$41,890.77 
TPL Texas Pacific Land Corporation
+2.11%
+$58,010.05 
TQQQ ProShares UltraPro QQQ
+2.08%
+$3,300 
FBY YieldMax META Option Income Strategy ETF
+2.07%
+$1,812.88 
OKE ONEOK, Inc.
+1.95%
+$4,696.26 
JCI Johnson Controls International plc
+1.93%
+$9,607.68 
PANW Palo Alto Networks, Inc.
+1.89%
+$16,734.15 
FIX Comfort Systems USA, Inc.
+1.88%
+$15,319.84 
EAT Brinker International Inc.
+1.83%
+$6,320.64 
ORCL Oracle Corporation
+1.81%
+$5,088.93 
MWH SOLV Energy Inc Class A
+1.75%
+$10,633 
NTRL First Trust Equity Market Neutral ETF
+1.75%
+$6,107.87 
HCA HCA Healthcare Inc.
+1.72%
+$10,233.98 
KMI Kinder Morgan, Inc.
+1.64%
+$6,130.28 
AIRR First Trust RBA American Industrial Renaissance ETF
+1.59%
+$3,643.54 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$4,873.76 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
+1.53%
+$5,162.57 
VZ Verizon Communications Inc.
+1.52%
+$8,724.8 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$26,891.52 
PH Parker-Hannifin Corporation
+1.43%
+$6,224.24 
GE General Electric Company
+1.42%
+$12,625.29 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$4,297.39 
SLB Schlumberger Limited
+1.39%
+$4,122.84 
SSO ProShares Ultra S&P500
+1.35%
+$4,078.88 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$6,271.38 
CGUS Capital Group Core Equity ETF
+1.29%
+$3,091.68 
WWD Woodward Inc.
+1.25%
+$5,717.13 
CCD Calamos Dynamic Convertible and Income Fund
+1.25%
+$7,051.3 
AMAT Applied Materials, Inc.
+1.18%
+$1,911.61 
ITW Illinois Tool Works Inc.
+1.15%
+$6,025.5 
VUG Vanguard Growth ETF
+1.1%
+$20,294.46 
MCN XAI Madison Equity Premium Income Fund
+1.07%
+$6,864.42 
NBIS Nebius Group N.V.
+1.05%
+$3,979.82 
VDE Vanguard Energy ETF
+1.02%
+$5,042.96 
XLE Energy Select Sector SPDR Fund
+1%
+$2,832.59 
UXJA FT US Equity Unconstrained Premium Dividend Accumulating ETF
+0.99%
+$36,349.84 
IVES Amplify Bloomberg AI Value Chain ETF
+0.98%
+$7,155.42 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$13,093.92 
AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF
+0.94%
+$2,489.94 
ASTS AST SpaceMobile, Inc.
+0.92%
+$1,888.38 
UNP Union Pacific Corporation
+0.92%
+$6,162.38 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$3,986.99 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$3,404.8 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$7,388.64 
IBM International Business Machines Corporation
+0.86%
+$8,963.54 
GEV GE Vernova Inc.
+0.85%
+$5,617.56 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$5,729.73 
MCD McDonald's Corporation
+0.82%
+$13,037.26 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$8,372.3 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$10,358.85 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$5,376.15 
XAR SPDR S&P Aerospace & Defense ETF
+0.77%
+$2,419.76 
EZMO AlphaDroid Broad Markets Momentum ETF
+0.77%
+$28,690.15 
TSLA Tesla, Inc.
+0.76%
+$31,239.06 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$4,920.81 
XSOE WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
+0.73%
+$4,713.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$5,375.41 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$134,568.73 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.72%
+$1,426.6 
VOO Vanguard S&P 500 ETF
+0.71%
+$34,977.71 
CAT Caterpillar Inc.
+0.7%
+$18,625.92 
ROP Roper Technologies Inc.
+0.7%
+$2,992 
GSUS Goldman Sachs MarketBeta U.S.
+0.69%
+$10,059.32 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$4,297.1 
IVV iShares Core S&P 500 ETF
+0.69%
+$46,172.16 
QQQI Neos NASDAQ-100 High Income ETF
+0.68%
+$7,020.38 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$22,237.69 
DOW Dow Inc.
+0.67%
+$3,475.2 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
+0.66%
+$1,511.74 
PLTR Palantir Technologies Inc.
+0.65%
+$34,901.51 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$4,770.66 
CGGR Capital Group Growth ETF
+0.65%
+$1,641.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$108,193.92 
BUFG FT Vest Buffered Allocation Fund
+0.65%
+$32,423.12 
SPYI NEOS S&P 500 High Income ETF
+0.65%
+$6,059.14 
ITA iShares U.S. Aerospace & Defense ETF
+0.64%
+$4,528.8 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$3,527.13 
CGDV Capital Group Dividend Value ETF
+0.63%
+$2,233.86 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$11,652.48 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$1,626.56 
PSFJ Pacer Swan SOS Flex July ETF
+0.61%
+$4,936.1 
ET Energy Transfer L.P.
+0.59%
+$2,723.52 
FJAN FT Vest U.S. Equity Buffer ETF FJAN
+0.58%
+$2,810.42 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$1,435.84 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$2,639.58 
MO Altria Group, Inc.
+0.57%
+$1,970.28 
DGRE WisdomTree Emerging Markets Fund
+0.57%
+$1,202.69 
APH Amphenol Corporation
+0.55%
+$2,912.77 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,624.9 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,523.18 
EXC Exelon Corporation
+0.53%
+$4,246.08 
GMAY FT Vest U.S. Equity Moderate GMAY Fund
+0.52%
+$2,449.8 
STX Seagate Technology Holdings plc
+0.52%
+$3,626.76 
JFR Nuveen Floating Rate Income Fund
+0.52%
+$2,291.92 
GM General Motors Company
+0.52%
+$2,443.98 
FAPR FT Vest U.S. Equity Buffer ETF
+0.51%
+$2,569.33 
AFLG First Trust Active Factor Large Cap ETF
+0.5%
+$3,105.08 
BUFZ FT Vest Laddered Moderate Buffer Fund
+0.5%
+$5,565.98 
PSFD Pacer Swan SOS Flex January Fund
+0.49%
+$4,026.68 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$2,280.91 
FMAY FT Vest U.S. Equity Buffer ETF
+0.48%
+$2,974.57 
SIXF AllianzIM U.S. Large Cap 6 Month Buffer10 Feb/Aug ETF
+0.48%
+$3,023.13 
IYW iShares U.S. Technology ETF
+0.46%
+$3,656.82 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$2,642.05 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,525.25 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
+0.44%
+$7,180.83 
CSX CSX Corporation
+0.42%
+$2,405.55 
RKLB Rocket Lab Corporation
+0.42%
+$1,163.7 
BUFQ FT Nasdaq Buffer ETF July.
+0.42%
+$18,358.56 
HEGD Swan Hedged Equity US Large Cap Fund
+0.41%
+$11,320.32 
BUFR FT Vestladder Buffer ETF-USD I
+0.41%
+$18,854.1 
CASY Casey's General Stores Inc.
+0.4%
+$2,390.5 
PFE Pfizer Inc.
+0.4%
+$1,602.5 
DNOV FT Vest US Equity Deep Buffer Fund
+0.4%
+$2,596.1 
SIXD AllianzIM U.S. Large Cap 6 Month Buffer10 Jun/Dec ETF
+0.4%
+$2,502.95 
BUD Anheuser-Busch InBev S.A. ADR
+0.4%
+$2,211.7 
RTX RTX Corporation
+0.39%
+$2,768.64 
GJUN FT Vest US Equity Moderate Fund
+0.39%
+$1,805.28 
CGGE Capital Group Global Equity ETF
+0.37%
+$773.37 
DDFN Innovator Equity Dual Directional 15 Buffer ETF – November
+0.37%
+$2,254.05 
AVGO Broadcom Inc.
+0.37%
+$13,910.4 
PG Procter & Gamble Co
+0.37%
+$4,731.84 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$12,532.68 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,040.8 
BAC Bank of America Corporation
+0.36%
+$13,064.48 
FFEB FT Vest US Equity Buffer ETF
+0.34%
+$1,690.08 
SECT Main Sector Rotation ETF
+0.34%
+$7,924.32 
AIQ Global X Artificial Intelligence & Technology ETF
+0.34%
+$1,036 
DDTL Innovator Equity Dual Directional 10 Buffer ETF - July
+0.34%
+$6,653.18 
ACV Virtus Diversified Income & Convertible Fund
+0.34%
+$3,775.5 
IDEF iShares U.S. Defense & Aerospace Index ETF
+0.33%
+$1,203.43 
EZRO AlphaDroid Defensive Sector Rotation ETF
+0.33%
+$11,148.6 
TIGO Millicom International Cellular S.A.
+0.33%
+$909.85 
MRK Merck & Co., Inc.
+0.32%
+$5,778.27 
SPTE SP Funds S&P Global Technology ETF
+0.31%
+$665.28 
SMH VanEck Semiconductor ETF
+0.3%
+$989.42 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$3,186.81 
DDEC FT Vest U.S. Equity Deep Buffer Fund
+0.29%
+$2,596.24 
SIXZ AllianzIM U.S. Large Cap 6 Month Buffer10 May/Nov ETF
+0.28%
+$1,780.83 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$2,305.87 
YMAX YieldMax Universe Fund of Option Income ETFs
+0.27%
+$443.26 
JPM JPMorgan Chase & Co.
+0.27%
+$8,447.78 
FTHY First Trust High Yield Opportunities 2027 Fund
+0.22%
+$929.16 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$2,885.16 
CME CME Group Inc.
+0.21%
+$1,495.71 
SO The Southern Company
+0.21%
+$1,235.2 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$1,856.9 
JNJ Johnson & Johnson
+0.21%
+$3,167.81 
DDFM Innovator Equity Dual Directional 15 Buffer ETF - March
+0.2%
+$1,290.6 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$3,114.67 
DDFO Innovator Equity Dual Directional 15 Buffer ETF – October
+0.19%
+$1,279.55 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$485.21 
XIDE FT Vest US Equity Buffer & Protective Fund
+0.18%
+$493.13 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$3,512.94 
T AT&T Inc.
+0.17%
+$614.4 
CB Chubb Limited
+0.15%
+$1,256.1 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$614.52 
USMF WisdomTree U.S. Multifactor Fund
+0.13%
+$438.07 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$3,491.8 
SDVY First Trust SMID Cap Rising Dividend Achievers ETF
+0.11%
+$785.75 
MARM Ftv Estus Max Buff ETF March
+0.11%
+$392.85 
RITM Rithm Capital Corp.
+0.1%
+$1,380 
C Citigroup Inc.
+0.1%
+$2,298.09 
NUE Nucor Corporation
+0.1%
+$349 
WM Waste Management, Inc.
+0.1%
+$832.04 
WMT Walmart Inc.
+0.09%
+$2,103.54 
ABT Abbott Laboratories
+0.09%
+$635.76 
HYBI Neos Enhanced Income Cash Alternative ETF
+0.08%
+$239.4 
SOXX iShares Semiconductor ETF
+0.07%
+$218.53 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$498.36 
DIS The Walt Disney Company
+0.03%
+$91.68 
SPSK SP Funds Dow Jones Global Sukuk ETF
+0.03%
+$67.52 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$82.52 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$128.82 
E Eni S.p.A. Sponsored ADR
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
FLRN SPDR Bloomberg Investment Grade Floating Rate ETF
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
HYLB Xtrackers USD High Yield Corporate Bond ETF
0%
$0 
HYTR Counterpoint High Yield ETF
0%
$0 
IBTG iShares iBonds Dec 2026 Term Treasury ETF
0%
$0 
IBTH iShares iBonds Dec 2027 Term
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
QRFT Qraft AI-Enhanced U.S. Large Cap ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
GGOV iShares Global Government Bond USD Hedged Active ETF
0%
$0 
BPRE
0%
$0 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
0%
$0 
KHPI
0%
$0 
DDTS
0%
$0 
UXOC
0%
$0 
UXAP
0%
$0 
UXJL
0%
$0 
TLNE TALEN ENERGY CORP NEW
-69.33%
-$621,392.31 
COIN Coinbase Global, Inc.
-10.59%
-$38,259.9 
AAPL Apple Inc.
-7.35%
-$1.89M 
SYK Stryker Corporation
-6.42%
-$65,121.1 
CLS Celestica Inc.
-6%
-$25,528.05 
MU Micron Technology, Inc.
-5.9%
-$58,548.35 
SNDK SanDisk Corporation
-5.09%
-$53,406.6 
SHOP Shopify Inc.
-4.29%
-$35,841.75 
SSRM Ssr Mining Inc.
-3.97%
-$21,630.36 
DY Dycom Industries Inc.
-3.85%
-$8,104.31 
GDX VanEck Gold Miners ETF
-3.49%
-$9,157.57 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$17,403.52 
CDE Coeur Mining, Inc.
-3.18%
-$6,356.28 
IBIT iShares Bitcoin Trust
-2.89%
-$27,326.8 
BXMT Blackstone Mortgage Trust Inc
-2.87%
-$11,106.04 
CSTM Constellium SE
-2.77%
-$5,068.64 
ABBV AbbVie Inc.
-2.51%
-$51,598.25 
DLR Digital Realty Trust, Inc.
-2.42%
-$12,856.51 
CYD China Yuchai International Ltd
-2.4%
-$7,704.72 
NEXA Nexa Resources S.A.
-2.36%
-$4,069.68 
UUUU Energy Fuels Inc.
-2.31%
-$6,502.68 
KGC Kinross Gold Corporation
-2.2%
-$5,162.04 
NEM Newmont Corporation
-2.14%
-$4,516.15 
SLV iShares Silver Trust
-2.13%
-$9,047.04 
NFLX Netflix, Inc.
-2%
-$10,917.88 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$6,527.44 
AMD Advanced Micro Devices, Inc.
-1.9%
-$53,619.84 
PHM PulteGroup Inc.
-1.76%
-$6,331.06 
DNP DNP Select Income Fund Inc.
-1.74%
-$9,707.29 
UNH UnitedHealth Group Incorporated
-1.68%
-$18,926.42 
GETY Getty Images Holdings, Inc. Class A Common Stock
-1.59%
-$60 
LRCX Lam Research Corporation
-1.58%
-$26,207.26 
GLD SPDR Gold Shares
-1.49%
-$154,864.44 
IAU iShares Gold Trust
-1.46%
-$9,690.88 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$5,010.87 
KDP Keurig Dr Pepper Inc.
-1.43%
-$4,847.85 
BBAI BigBear.ai Holdings Inc.
-1.41%
-$1,168 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$15,483.56 
CVSA Adtalem Global Education Inc.
-1.26%
-$3,490.05 
F Ford Motor Company
-1.21%
-$9,516.42 
TJX The TJX Companies, Inc.
-1.21%
-$7,929.56 
NEE NextEra Energy, Inc.
-1.15%
-$8,927.39 
DE Deere & Company
-1.13%
-$5,487.59 
PNR Pentair plc
-1.1%
-$2,517.04 
TXN Texas Instruments Inc
-1.08%
-$4,816.93 
LOW Lowe's Companies Inc.
-1.08%
-$2,456.14 
INTC Intel Corporation
-1.02%
-$6,325.86 
KO The Coca-Cola Company
-1.02%
-$19,040.4 
UPS United Parcel Service, Inc.
-1%
-$4,068.75 
XOM Exxon Mobil Corporation
-0.97%
-$38,415.24 
BKCI BNY Mellon ETF Trust BNY Mellon Concentrated International ETF
-0.95%
-$2,083.6 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$3,102.93 
IQLT iShares MSCI International Quality Factor ETF
-0.81%
-$2,972.09 
D Dominion Energy, Inc.
-0.8%
-$4,458.16 
IQDG WisdomTree International Quality Dividend Growth Fund
-0.8%
-$3,744.28 
PSIX Power Solutions International, Inc.
-0.79%
-$4,549.82 
IHDG WisdomTree International Hedged Quality Dividend Growth Fund
-0.78%
-$4,413.34 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$5,010.84 
MA Mastercard Incorporated
-0.74%
-$1,827.5 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$10,398.21 
MAR Marriott International Inc. - Class A
-0.71%
-$3,808.08 
VPU Vanguard Utilities ETF
-0.71%
-$3,858.32 
CORO Ishares International Country Rotational Active ETF
-0.7%
-$3,485.5 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$2,489.61 
PDI Pimco Dynamic Income Fund
-0.68%
-$5,376.69 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$3,213 
GWX SPDR S&P International Small Cap ETF
-0.67%
-$1,531.19 
DUK Duke Energy Corporation
-0.67%
-$1,636.32 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$1,556.5 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$23,302.87 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.65%
-$3,623.42 
AMGN Amgen Inc.
-0.64%
-$3,650.57 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$1,510.74 
GS The Goldman Sachs Group, Inc.
-0.63%
-$16,115.74 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,670.16 
PM Philip Morris International Inc.
-0.61%
-$4,247.96 
ECL Ecolab Inc.
-0.61%
-$2,303.37 
MSCI MSCI Inc.
-0.61%
-$3,157 
DHR Danaher Corporation
-0.61%
-$5,245.52 
FYC First Trust Small Cap Growth Fund
-0.59%
-$4,521.28 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$5,141.97 
SBUX Starbucks Corporation
-0.57%
-$1,482.6 
TLH iShares 10-20 Year Treasury Bond ETF
-0.57%
-$2,363.88 
LLY Eli Lilly and Company
-0.53%
-$12,082.23 
THQ Abrdn Healthcare Opportunities Fund
-0.53%
-$2,033.6 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$4,152.94 
FVC First Trust Dorsey Wright Dynamic Focus 5 ETF
-0.51%
-$3,488.49 
WCMI First Trust WCM International Equity ETF
-0.49%
-$6,262.4 
IWM iShares Russell 2000 ETF
-0.47%
-$4,609.21 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$984.25 
IWMI Neos Russell 2000 High Income ETF
-0.47%
-$2,562.78 
PEP PepsiCo, Inc.
-0.46%
-$2,929.92 
HERD Pacer Cash Cows Fund of Funds
-0.45%
-$2,500.46 
HD The Home Depot, Inc.
-0.42%
-$5,651.82 
DDWM WisdomTree Dynamic Currency Hedged International Equity Fund
-0.41%
-$6,496.2 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$1,369.89 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.4%
-$1,162.5 
MBB iShares MBS ETF
-0.4%
-$2,550.41 
VGT Vanguard Information Technology ETF
-0.38%
-$1,859.32 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.37%
-$2,297.02 
ONEY SPDR Russell 1000 Yield Focus ETF
-0.34%
-$3,386.85 
IYRI Neos Real Estate High Income ETF
-0.34%
-$746.8 
CL Colgate-Palmolive Company
-0.33%
-$784.2 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$1,219.68 
VXF Vanguard Extended Market ETF
-0.3%
-$1,074.94 
DBL DoubleLine Opportunistic Credit Fund
-0.28%
-$664 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$667.38 
DSL DoubleLine Income Solutions Fund
-0.28%
-$740.88 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,034.14 
FBND Fidelity Total Bond ETF
-0.27%
-$2,284.44 
VTV Vanguard Value ETF
-0.27%
-$3,787.74 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$2,003.28 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,008.14 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$1,023.6 
COST Costco Wholesale Corporation
-0.24%
-$2,305.05 
BNDX Vanguard Total International Bond ETF
-0.23%
-$1,500.4 
VB Vanguard Small-Cap ETF
-0.22%
-$3,771.13 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$4,708.7 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$815.04 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$5,742.03 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$787.68 
IMTM iShares MSCI International Momentum Factor ETF
-0.21%
-$1,596.76 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$829.2 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$504 
RWJ Invesco S&P SmallCap 600 Revenue ETF
-0.2%
-$753.36 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$542.88 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$2,141.5 
RYLD Global X Russell 2000 Covered Call ETF
-0.19%
-$380.26 
EPD Enterprise Products Partners L.P.
-0.18%
-$472.58 
DLS WisdomTree International SmallCap Dividend Fund
-0.16%
-$491.12 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$487.7 
AVMV Avantis U.S. Mid Cap Value ETF
-0.16%
-$2,246.14 
FITB Fifth Third Bancorp
-0.16%
-$512.64 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$263.07 
MXL MaxLinear Inc.
-0.15%
-$222.7 
EES WisdomTree U.S. SmallCap Fund
-0.15%
-$581.1 
BUFS First Trust Lunt Domestic Downside Mitigation ETF
-0.14%
-$2,017.19 
IEI iShares 3-7 Year Treasury Bond ETF
-0.14%
-$281.6 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$486.4 
XLF Financial Select Sector SPDR Fund
-0.1%
-$1,311.3 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
-0.1%
-$979.18 
AKRE Akre Focus ETF
-0.09%
-$583.7 
BNS Bank of Nova Scotia
-0.08%
-$172.48 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$357.48 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$255.79 
AFSM First Trust Active Factor Small Cap ETF
-0.07%
-$326.19 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$134.15 
TTMI TTM Technologies, Inc.
-0.06%
-$229.88 
CLOI VanEck CLO ETF
-0.06%
-$260.4 
CFO VictoryShares US 500 Enhanced ETF
-0.06%
-$711.36 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$230.18 
AFMC First Trust Active Factor Mid Cap ETF
-0.05%
-$174.82 
VO Vanguard Mid-Cap ETF
-0.05%
-$504.8 
V Visa Inc. Class A
-0.04%
-$546.8 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$716.34 
UBER Uber Technologies, Inc.
-0.01%
-$47.6 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.01%
-$30.27 Events
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Dividends
Dividend Analysis
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| Trades 5835 | Longs Won 3585/5835 61% | Profit Factor 2.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $4.38M |
| Average Win $246,493.12 | Best Trade (Jun 29) $218.77M | Sharpe Ratio -0.44 |
| Average Loss -$145,767.58 | Worst Trade (Jun 30) -$222.18M | Z-Score -13.55 (100%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $95,262.07 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.07% | 0.46% | 1.65% | 4.49% | 10.15% | 20.25% | 36.82% | 62.39% |
| Consecutive Losing Trades | 3,106 | 2,795 | 2,484 | 2,174 | 1,863 | 1,553 | 1,242 | 932 | 621 | 311 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 8,493 | $373,360.03 | $339,125.49 | - | -$34,234.54 | -9.17% | -1.456% |
| AAMI Acadian Asset Management Inc. | 9,801 | $700,973 | $847,688.49 | - | $146,715.49 | 20.93% | +3.026% |
| AAPL Apple Inc. | 76,949 | $17.02M | $23.77M | - | $6.75M | 39.62% | -7.354% |
| ABBV AbbVie Inc. | 7,975 | $1.37M | $2M | - | $628,378.79 | 45.77% | -2.513% |
| ABT Abbott Laboratories | 7,064 | $828,551.89 | $746,664.8 | - | -$81,887.09 | -9.88% | +0.085% |
| ACV Virtus Diversified Income & Convertible Fund | 41,950 | $1M | $1.12M | - | $120,299.83 | 12.01% | +0.338% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 48,959 | $1.02M | $1.01M | - | -$4,896.29 | -0.48% | -0.097% |
| AFLG First Trust Active Factor Large Cap ETF | 14,114 | $496,251.46 | $620,874.86 | - | $124,623.4 | 25.11% | +0.503% |
| AFMC First Trust Active Factor Mid Cap ETF | 8,741 | $286,871.95 | $354,709.78 | - | $67,837.83 | 23.65% | -0.049% |
| AFSM First Trust Active Factor Small Cap ETF | 10,873 | $324,788.69 | $434,267.62 | - | $109,478.93 | 33.71% | -0.075% |
| AIQ Global X Artificial Intelligence & Technology ETF | 5,180 | $262,593.86 | $305,050.2 | - | $42,456.34 | 16.17% | +0.341% |
| AIRR First Trust RBA American Industrial Renaissance ETF | 1,991 | $193,221.7 | $233,046.56 | - | $39,824.86 | 20.61% | +1.588% |
| AKRE Akre Focus ETF | 11,674 | $764,764 | $671,138.26 | - | -$93,625.74 | -12.24% | -0.087% |
| AMAT Applied Materials, Inc. | 324 | $104,805.21 | $164,485.08 | - | $59,679.87 | 56.94% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 5,803 | $1.18M | $2.76M | - | $1.58M | 133.4% | -1.904% |
| AMGN Amgen Inc. | 1,472 | $457,938.56 | $566,955.52 | - | $109,016.96 | 23.81% | -0.64% |
| AMOM Qraft AI-Enhanced U.S. Large Cap Momentum ETF | 4,770 | $197,968.1 | $268,655.94 | - | $70,687.84 | 35.71% | +0.935% |
| AMZN Amazon.com Inc | 36,694 | $5.97M | $9.97M | - | $4M | 66.99% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 10,989 | $815,020.71 | $1.06M | - | $248,165.04 | 30.45% | +0.301% |
| APH Amphenol Corporation | 6,620 | $420,369.19 | $531,917 | - | $111,547.81 | 26.54% | +0.551% |
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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 - $56.57M, Oracle Corporation - $42.38M, and Microsoft Corp - $26.74M. 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 $52.33M 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.
