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",
  "FN",
  "RNG",
  null,
  null,
  null,
  null,
  null,
  null,
  "NTR",
  "TROW",
  "RJF",
  "AES",
  "AR",
  null,
  "DNB",
  "LYFT",
  "CVBF",
  null,
  "PCG",
  null,
  "RF",
  "MU",
  null,
  "JXN",
  "MHO",
  "MPLX",
  "ACN",
  null,
  "MMM",
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  "ABT",
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  "ADBE",
  "FLG",
  "A",
  "APD",
  "BABA",
  "PAA",
  "SBCF",
  null,
  null,
  null,
  null,
  null,
  "ALL",
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  "GOOGL",
  "AVT",
  "VDE",
  "AXP",
  null,
  null,
  "AIG",
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  "T",
  "BLK",
  null,
  null,
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  "AYI",
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  null,
  "CAT",
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  "LOW",
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  "KMX",
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  null,
  null,
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  null,
  "BSX",
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  "HRB",
  null,
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  null,
  "UTF",
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  "DBEF",
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  null,
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  null,
  "NMRK",
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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,
  null,
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  null,
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  null,
  "LEN",
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  "ITW",
  null,
  null,
  "INGR",
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  null,
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  null,
  null,
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  null,
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  null,
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  null,
  null,
  null,
  null,
  null,
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  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IQV",
  null,
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  null,
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  null,
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  null,
  null,
  null,
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  null,
  "LHX",
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  "LIN",
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  null,
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  null,
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  null,
  "MA",
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  null,
  null,
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  null,
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  null,
  null,
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  null,
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  null,
  null,
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  null,
  null,
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  null,
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  null,
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  null,
  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,
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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,
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  null,
  null,
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]

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 19 of 53

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WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:12.7K

Value:$759.9K

% of Portfolio:0.0% ($759.9K/$2.3B)

464287523

Shares:4.0K

Value:$753.1K

% of Portfolio:0.0% ($753.1K/$2.3B)

45783Y673

Shares:23.9K

Value:$751.0K

% of Portfolio:0.0% ($751.0K/$2.3B)

032108409

Shares:18.4K

Value:$749.2K

% of Portfolio:0.0% ($749.2K/$2.3B)

66538H658

Shares:19.8K

Value:$747.4K

% of Portfolio:0.0% ($747.4K/$2.3B)

CITIGROUP INC

C|172967424

Shares:10.4K

Value:$736.5K

% of Portfolio:0.0% ($736.5K/$2.3B)

Nuveen Churchill Direct Lending Corp.

NCDL|67090S108

Shares:43.3K

Value:$735.2K

% of Portfolio:0.0% ($735.2K/$2.3B)

45783Y566

Shares:29.4K

Value:$730.6K

% of Portfolio:0.0% ($730.6K/$2.3B)

14020U100

Shares:26.9K

Value:$730.5K

% of Portfolio:0.0% ($730.5K/$2.3B)

92647N527

Shares:15.5K

Value:$729.3K

% of Portfolio:0.0% ($729.3K/$2.3B)

464286319

Shares:26.7K

Value:$727.8K

% of Portfolio:0.0% ($727.8K/$2.3B)

American Water Works Company, Inc.

AWK|030420103

Shares:4.9K

Value:$727.4K

% of Portfolio:0.0% ($727.4K/$2.3B)

MORGAN STANLEY

MS|617446448

Shares:6.2K

Value:$726.9K

% of Portfolio:0.0% ($726.9K/$2.3B)

AMERIPRISE FINANCIAL INC

AMP|03076C106

Shares:1.5K

Value:$724.6K

% of Portfolio:0.0% ($724.6K/$2.3B)

UNITED THERAPEUTICS Corp

UTHR|91307C102

Shares:2.3K

Value:$717.7K

% of Portfolio:0.0% ($717.7K/$2.3B)

45782C466

Shares:15.4K

Value:$714.5K

% of Portfolio:0.0% ($714.5K/$2.3B)

464288513

Shares:9.0K

Value:$712.3K

% of Portfolio:0.0% ($712.3K/$2.3B)

NASDAQ, INC.

NDAQ|631103108

Shares:9.4K

Value:$711.9K

% of Portfolio:0.0% ($711.9K/$2.3B)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:1.9K

Value:$705.2K

% of Portfolio:0.0% ($705.2K/$2.3B)

FEDEX CORP

FDX|31428X106

Shares:2.9K

Value:$702.1K

% of Portfolio:0.0% ($702.1K/$2.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	12.7K	QoQ -25.69% (-4.4K) YoY NEW(+12.7K)	All Managers (Combined)	$759.9K	0.0% ($759.9K/$2.3B)	QoQ -17.95% (-$166.3K) YoY NEW(+$759.9K)
(cusip464287523)✕	4.0K	QoQ +2.56% (-100) YoY +80.51% (+1.8K)	All Managers (Combined)	$753.1K	0.0% ($753.1K/$2.3B)	QoQ -10.44% (-$87.8K) YoY +50.35% (+$252.2K)
(cusip45783Y673)✕	23.9K	QoQ +0.01% (-3) YoY -1.40% (-340)	All Managers (Combined)	$751.0K	0.0% ($751.0K/$2.3B)	QoQ -3.84% (-$30.1K) YoY +3.13% (-$22.8K)
(cusip032108409)✕	18.4K	QoQ +89.03% (+8.7K) YoY NEW(+18.4K)	All Managers (Combined)	$749.2K	0.0% ($749.2K/$2.3B)	QoQ +90.39% (+$355.7K) YoY NEW(+$749.2K)
(cusip66538H658)✕	19.8K	QoQ +12.53% (+2.2K) YoY NEW(+19.8K)	All Managers (Combined)	$747.4K	0.0% ($747.4K/$2.3B)	QoQ +14.78% (+$96.3K) YoY NEW(+$747.4K)
CITIGROUP INC(Ccusip172967424)	10.4K	QoQ +11.02% (+1.0K) YoY NEW(+10.4K)	All Managers (Combined)	$736.5K	0.0% ($736.5K/$2.3B)	QoQ +11.96% (+$78.7K) YoY NEW(+$736.5K)
Nuveen Churchill Direct Lending Corp.(NCDLcusip67090S108)	43.3K	QoQ 0.00% (+0) YoY NEW(+43.3K)	All Managers (Combined)	$735.2K	0.0% ($735.2K/$2.3B)	QoQ +1.19% (+$8.7K) YoY NEW(+$735.2K)
(cusip45783Y566)✕	29.4K	QoQ -21.95% (-8.3K) YoY -7.79% (-2.5K)	All Managers (Combined)	$730.6K	0.0% ($730.6K/$2.3B)	QoQ -22.17% (-$208.2K) YoY -8.00% (-$63.5K)
(cusip14020U100)✕	26.9K	QoQ +35.49% (+7.1K) YoY NEW(+26.9K)	All Managers (Combined)	$730.5K	0.0% ($730.5K/$2.3B)	QoQ +38.42% (+$202.8K) YoY NEW(+$730.5K)
(cusip92647N527)✕	15.5K	QoQ NEW(+15.5K) YoY NEW(+15.5K)	All Managers (Combined)	$729.3K	0.0% ($729.3K/$2.3B)	QoQ NEW(+$729.3K) YoY NEW(+$729.3K)
(cusip464286319)✕	26.7K	QoQ +4.56% (+1.2K) YoY NEW(+26.7K)	All Managers (Combined)	$727.8K	0.0% ($727.8K/$2.3B)	QoQ +10.47% (+$69.0K) YoY NEW(+$727.8K)
American Water Works Company, Inc.(AWKcusip030420103)	4.9K	QoQ +9.43% (+425) YoY NEW(+4.9K)	All Managers (Combined)	$727.4K	0.0% ($727.4K/$2.3B)	QoQ +29.67% (+$166.5K) YoY NEW(+$727.4K)
MORGAN STANLEY(MScusip617446448)	6.2K	QoQ +5.64% (-333) YoY NEW(+6.2K)	All Managers (Combined)	$726.9K	0.0% ($726.9K/$2.3B)	QoQ -1.95% (-$14.5K) YoY NEW(+$726.9K)
AMERIPRISE FINANCIAL INC(AMPcusip03076C106)	1.5K	QoQ +0.80% (-12) YoY NEW(+1.5K)	All Managers (Combined)	$724.6K	0.0% ($724.6K/$2.3B)	QoQ -8.35% (-$66.1K) YoY NEW(+$724.6K)
UNITED THERAPEUTICS Corp(UTHRcusip91307C102)	2.3K	QoQ +79.21% (+1.0K) YoY NEW(+2.3K)	All Managers (Combined)	$717.7K	0.0% ($717.7K/$2.3B)	QoQ +56.57% (+$259.3K) YoY NEW(+$717.7K)
(cusip45782C466)✕	15.4K	QoQ NEW(+15.4K) YoY NEW(+15.4K)	All Managers (Combined)	$714.5K	0.0% ($714.5K/$2.3B)	QoQ NEW(+$714.5K) YoY NEW(+$714.5K)
(cusip464288513)✕	9.0K	QoQ -6.67% (-646) YoY NEW(+9.0K)	All Managers (Combined)	$712.3K	0.0% ($712.3K/$2.3B)	QoQ -6.39% (-$48.7K) YoY NEW(+$712.3K)
NASDAQ, INC.(NDAQcusip631103108)	9.4K	QoQ -0.18% (-17) YoY NEW(+9.4K)	All Managers (Combined)	$711.9K	0.0% ($711.9K/$2.3B)	QoQ -2.05% (-$14.9K) YoY NEW(+$711.9K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	1.9K	QoQ -1.48% (-29) YoY NEW(+1.9K)	All Managers (Combined)	$705.2K	0.0% ($705.2K/$2.3B)	QoQ -16.97% (-$144.2K) YoY NEW(+$705.2K)
FEDEX CORP(FDXcusip31428X106)	2.9K	QoQ +7.34% (-197) YoY NEW(+2.9K)	All Managers (Combined)	$702.1K	0.0% ($702.1K/$2.3B)	QoQ -6.98% (-$52.7K) YoY NEW(+$702.1K)