World-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "HYT",
  null,
  "ARES",
  "HOOD",
  "AX",
  "MPWR",
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  "RNG",
  null,
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  null,
  null,
  null,
  null,
  "NTR",
  "TROW",
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  "AES",
  "AR",
  null,
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  "LYFT",
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  null,
  "PCG",
  null,
  "RF",
  "MU",
  null,
  "JXN",
  "MHO",
  "MPLX",
  "ACN",
  null,
  "MMM",
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  "ADBE",
  "FLG",
  "A",
  "APD",
  "BABA",
  "PAA",
  "SBCF",
  null,
  null,
  null,
  null,
  null,
  "ALL",
  "ARWR",
  "GOOGL",
  "AVT",
  "VDE",
  "AXP",
  null,
  null,
  "AIG",
  "ASML",
  "T",
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  null,
  null,
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  "AYI",
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  null,
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  null,
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  "BSX",
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  "HRB",
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  "UTF",
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  "DBEF",
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  null,
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  null,
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  "D",
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  null,
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  null,
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  null,
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  null,
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  null,
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  null,
  null,
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  null,
  null,
  null,
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  null,
  null,
  "IQV",
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  null,
  "LHX",
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  null,
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  null,
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  null,
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  null,
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  "AVY",
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  null,
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  null,
  null,
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  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 1,046
Total Value: 2303402643
Accession Number: 0001062993-25-008161
Form Type: 13F-HR
CIK: world-investment-advisors
Manager Name: World-Investment-Advisors

Data Enrichment

61% identified

639 identified407 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

1,046 positions • $2.3B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 53

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922908363

VOO|922908363

Shares:186.6K

Value:$95.9M

% of Portfolio:4.2% ($95.9M/$2.3B)

Apple Inc.

AAPL|037833100

Shares:296.5K

Value:$65.9M

% of Portfolio:2.9% ($65.9M/$2.3B)

78464A854

SPLG|78464A854

Shares:989.0K

Value:$65.0M

% of Portfolio:2.8% ($65.0M/$2.3B)

921937827

BSV|921937827

Shares:822.5K

Value:$64.4M

% of Portfolio:2.8% ($64.4M/$2.3B)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:556.9K

Value:$61.3M

% of Portfolio:2.7% ($61.3M/$2.3B)

MICROSOFT CORP

MSFT|594918104

Shares:137.7K

Value:$51.7M

% of Portfolio:2.2% ($51.7M/$2.3B)

921937819

BIV|921937819

Shares:515.2K

Value:$39.4M

% of Portfolio:1.7% ($39.4M/$2.3B)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:136.8K

Value:$33.6M

% of Portfolio:1.5% ($33.6M/$2.3B)

AMAZON COM INC

AMZN|023135106

Shares:171.2K

Value:$32.6M

% of Portfolio:1.4% ($32.6M/$2.3B)

46429B747

Shares:306.7K

Value:$31.7M

% of Portfolio:1.4% ($31.7M/$2.3B)

Meta Platforms, Inc.

META|30303M102

Shares:55.0K

Value:$31.7M

% of Portfolio:1.4% ($31.7M/$2.3B)

Alphabet Inc.

GOOGL|02079K305

Shares:187.8K

Value:$29.0M

% of Portfolio:1.3% ($29.0M/$2.3B)

464287309

IVW|464287309

Shares:304.6K

Value:$28.3M

% of Portfolio:1.2% ($28.3M/$2.3B)

VISA INC.

V|92826C839

Shares:76.3K

Value:$26.7M

% of Portfolio:1.2% ($26.7M/$2.3B)

46432F842

IEFA|46432F842

Shares:332.5K

Value:$25.2M

% of Portfolio:1.1% ($25.2M/$2.3B)

464287226

Shares:253.0K

Value:$25.0M

% of Portfolio:1.1% ($25.0M/$2.3B)

46435G268

Shares:339.4K

Value:$21.2M

% of Portfolio:0.9% ($21.2M/$2.3B)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:39.2K

Value:$20.9M

% of Portfolio:0.9% ($20.9M/$2.3B)

Broadcom Inc.

AVGO|11135F101

Shares:121.7K

Value:$20.4M

% of Portfolio:0.9% ($20.4M/$2.3B)

46434G764

EMXC|46434G764

Shares:331.4K

Value:$18.3M

% of Portfolio:0.8% ($18.3M/$2.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(VOOcusip922908363)	186.6K	QoQ -6.73% (-13.5K) YoY +7040.45% (+184.0K)	All Managers (Combined)	$95.9M	4.2% ($95.9M/$2.3B)	QoQ -11.04% (-$11.9M) YoY +7532.52% (+$94.6M)
Apple Inc.(AAPLcusip037833100)	296.5K	QoQ +3.50% (-10.0K) YoY +613.68% (+254.9K)	All Managers (Combined)	$65.9M	2.9% ($65.9M/$2.3B)	QoQ -8.18% (-$5.9M) YoY +553.73% (+$55.8M)
(SPLGcusip78464A854)	989.0K	QoQ +2670.01% (+953.3K) YoY +11179.10% (+980.2K)	All Managers (Combined)	$65.0M	2.8% ($65.0M/$2.3B)	QoQ +2542.21% (+$62.6M) YoY +11491.73% (+$64.5M)
(BSVcusip921937827)	822.5K	QoQ +151.78% (+495.8K) YoY NEW(+822.5K)	All Managers (Combined)	$64.4M	2.8% ($64.4M/$2.3B)	QoQ +155.07% (+$39.1M) YoY NEW(+$64.4M)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	556.9K	QoQ 0.00% (+40) YoY NEW(+556.9K)	All Managers (Combined)	$61.3M	2.7% ($61.3M/$2.3B)	QoQ +5.14% (+$3.0M) YoY NEW(+$61.3M)
MICROSOFT CORP(MSFTcusip594918104)	137.7K	QoQ +3.82% (-5.1K) YoY +816.33% (+122.6K)	All Managers (Combined)	$51.7M	2.2% ($51.7M/$2.3B)	QoQ -7.53% (-$4.2M) YoY +458.30% (+$42.4M)
(BIVcusip921937819)	515.2K	QoQ +320.86% (+392.8K) YoY +4069.76% (+502.8K)	All Managers (Combined)	$39.4M	1.7% ($39.4M/$2.3B)	QoQ +331.22% (+$30.3M) YoY +4134.31% (+$38.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	136.8K	QoQ +3.84% (+5.1K) YoY +1341.49% (+127.3K)	All Managers (Combined)	$33.6M	1.5% ($33.6M/$2.3B)	QoQ +6.27% (+$2.0M) YoY +995.76% (+$30.5M)
AMAZON COM INC(AMZNcusip023135106)	171.2K	QoQ +6.49% (-10.4K) YoY +1168.53% (+157.7K)	All Managers (Combined)	$32.6M	1.4% ($32.6M/$2.3B)	QoQ -7.64% (-$2.7M) YoY +450.66% (+$26.7M)
(cusip46429B747)✕	306.7K	QoQ NEW(+306.7K) YoY NEW(+306.7K)	All Managers (Combined)	$31.7M	1.4% ($31.7M/$2.3B)	QoQ NEW(+$31.7M) YoY NEW(+$31.7M)
Meta Platforms, Inc.(METAcusip30303M102)	55.0K	QoQ +2.07% (+1.1K) YoY +10352.28% (+54.5K)	All Managers (Combined)	$31.7M	1.4% ($31.7M/$2.3B)	QoQ +0.48% (+$151.4K) YoY +12306.35% (+$31.4M)
Alphabet Inc.(GOOGLcusip02079K305)	187.8K	QoQ +0.97% (-1.8K) YoY +6479.01% (+185.0K)	All Managers (Combined)	$29.0M	1.3% ($29.0M/$2.3B)	QoQ -17.51% (-$6.2M) YoY +6547.61% (+$28.6M)
(IVWcusip464287309)	304.6K	QoQ +44.57% (+93.9K) YoY -28.91% (-123.9K)	All Managers (Combined)	$28.3M	1.2% ($28.3M/$2.3B)	QoQ +32.18% (+$6.9M) YoY -21.85% (-$7.9M)
VISA INC.(Vcusip92826C839)	76.3K	QoQ +5.28% (+3.8K) YoY +986.92% (+69.2K)	All Managers (Combined)	$26.7M	1.2% ($26.7M/$2.3B)	QoQ +16.74% (+$3.8M) YoY +457.05% (+$21.9M)
(IEFAcusip46432F842)	332.5K	QoQ +57.14% (+120.9K) YoY +541.98% (+280.7K)	All Managers (Combined)	$25.2M	1.1% ($25.2M/$2.3B)	QoQ +69.15% (+$10.3M) YoY +554.35% (+$21.3M)
(cusip464287226)✕	253.0K	QoQ -36.80% (-147.4K) YoY +1016.00% (+230.3K)	All Managers (Combined)	$25.0M	1.1% ($25.0M/$2.3B)	QoQ -35.48% (-$13.8M) YoY +1027.16% (+$22.8M)
(cusip46435G268)✕	339.4K	QoQ -0.35% (-1.2K) YoY NEW(+339.4K)	All Managers (Combined)	$21.2M	0.9% ($21.2M/$2.3B)	QoQ -8.35% (-$1.9M) YoY NEW(+$21.2M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	39.2K	QoQ +9.24% (+3.3K) YoY +340.76% (+30.3K)	All Managers (Combined)	$20.9M	0.9% ($20.9M/$2.3B)	QoQ +28.35% (+$4.6M) YoY +391.60% (+$16.6M)
Broadcom Inc.(AVGOcusip11135F101)	121.7K	QoQ 0.00% (-5) YoY +51924.35% (+121.5K)	All Managers (Combined)	$20.4M	0.9% ($20.4M/$2.3B)	QoQ -27.78% (-$7.8M) YoY +6471.85% (+$20.1M)
(EMXCcusip46434G764)	331.4K	QoQ +13600.37% (+329.0K) YoY NEW(+331.4K)	All Managers (Combined)	$18.3M	0.8% ($18.3M/$2.3B)	QoQ +13511.78% (+$18.1M) YoY NEW(+$18.3M)