World-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  "HYT",
  null,
  "ARES",
  "HOOD",
  "AX",
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  null,
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  null,
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  null,
  null,
  "NTR",
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  "AES",
  "AR",
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  null,
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  "MU",
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  "MHO",
  "MPLX",
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  "A",
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  "PAA",
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  null,
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  null,
  null,
  null,
  "ALL",
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  "GOOGL",
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  "VDE",
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  "T",
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  "IQV",
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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 2 of 53

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NVIDIA CORP

NVDA|67066G104

Shares:164.9K

Value:$17.9M

% of Portfolio:0.8% ($17.9M/$2.3B)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:33.6K

Value:$17.6M

% of Portfolio:0.8% ($17.6M/$2.3B)

25434V203

Shares:556.0K

Value:$17.4M

% of Portfolio:0.8% ($17.4M/$2.3B)

Walmart Inc.

WMT|931142103

Shares:191.3K

Value:$16.8M

% of Portfolio:0.7% ($16.8M/$2.3B)

HOME DEPOT, INC.

HD|437076102

Shares:45.4K

Value:$16.6M

% of Portfolio:0.7% ($16.6M/$2.3B)

Motorola Solutions, Inc.

MSI|620076307

Shares:36.9K

Value:$16.2M

% of Portfolio:0.7% ($16.2M/$2.3B)

921943858

VEA|921943858

Shares:311.0K

Value:$15.8M

% of Portfolio:0.7% ($15.8M/$2.3B)

464288414

MUB|464288414

Shares:147.0K

Value:$15.5M

% of Portfolio:0.7% ($15.5M/$2.3B)

922908769

VTI|922908769

Shares:56.0K

Value:$15.4M

% of Portfolio:0.7% ($15.4M/$2.3B)

Salesforce, Inc.

CRM|79466L302

Shares:55.2K

Value:$14.8M

% of Portfolio:0.6% ($14.8M/$2.3B)

Eaton Corp plc

ETN|G29183103

Shares:50.2K

Value:$13.6M

% of Portfolio:0.6% ($13.6M/$2.3B)

FISERV INC

FI|337738108

Shares:59.9K

Value:$13.2M

% of Portfolio:0.6% ($13.2M/$2.3B)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:27.0K

Value:$12.7M

% of Portfolio:0.6% ($12.7M/$2.3B)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:159.9K

Value:$12.5M

% of Portfolio:0.5% ($12.5M/$2.3B)

Trane Technologies plc

TT|G8994E103

Shares:36.7K

Value:$12.4M

% of Portfolio:0.5% ($12.4M/$2.3B)

JOHNSON & JOHNSON

JNJ|478160104

Shares:71.5K

Value:$11.9M

% of Portfolio:0.5% ($11.9M/$2.3B)

464288802

Shares:102.9K

Value:$11.8M

% of Portfolio:0.5% ($11.8M/$2.3B)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:66.5K

Value:$11.7M

% of Portfolio:0.5% ($11.7M/$2.3B)

Mastercard Inc

MA|57636Q104

Shares:21.3K

Value:$11.7M

% of Portfolio:0.5% ($11.7M/$2.3B)

Booking Holdings Inc.

BKNG|09857L108

Shares:2.5K

Value:$11.6M

% of Portfolio:0.5% ($11.6M/$2.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
NVIDIA CORP(NVDAcusip67066G104)	164.9K	QoQ - YoY +13295.28% (+163.7K)	All Managers (Combined)	$17.9M	0.8% ($17.9M/$2.3B)	QoQ +66440.23% (+$17.8M) YoY +1487.15% (+$16.7M)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	33.6K	QoQ +6.62% (+2.1K) YoY +1239.17% (+31.1K)	All Managers (Combined)	$17.6M	0.8% ($17.6M/$2.3B)	QoQ +10.39% (+$1.7M) YoY +403.46% (+$14.1M)
(cusip25434V203)✕	556.0K	QoQ NEW(+556.0K) YoY NEW(+556.0K)	All Managers (Combined)	$17.4M	0.8% ($17.4M/$2.3B)	QoQ NEW(+$17.4M) YoY NEW(+$17.4M)
Walmart Inc.(WMTcusip931142103)	191.3K	QoQ +0.51% (-973) YoY +225.44% (+132.5K)	All Managers (Combined)	$16.8M	0.7% ($16.8M/$2.3B)	QoQ -2.33% (-$401.7K) YoY +373.14% (+$13.2M)
HOME DEPOT, INC.(HDcusip437076102)	45.4K	QoQ +1.30% (-584) YoY +791.90% (+40.3K)	All Managers (Combined)	$16.6M	0.7% ($16.6M/$2.3B)	QoQ -4.55% (-$793.9K) YoY +544.89% (+$14.1M)
Motorola Solutions, Inc.(MSIcusip620076307)	36.9K	QoQ +2.47% (-893) YoY NEW(+36.9K)	All Managers (Combined)	$16.2M	0.7% ($16.2M/$2.3B)	QoQ -2.93% (-$488.8K) YoY NEW(+$16.2M)
(VEAcusip921943858)	311.0K	QoQ -1.10% (-3.5K) YoY +1331.83% (+289.3K)	All Managers (Combined)	$15.8M	0.7% ($15.8M/$2.3B)	QoQ +5.12% (-$770.1K) YoY +1350.67% (+$14.7M)
(MUBcusip464288414)	147.0K	QoQ -4.25% (-6.5K) YoY +5895.79% (+144.6K)	All Managers (Combined)	$15.5M	0.7% ($15.5M/$2.3B)	QoQ -5.25% (-$859.5K) YoY +5775.18% (+$15.2M)
(VTIcusip922908769)	56.0K	QoQ +34.87% (+14.5K) YoY +1673.76% (+52.8K)	All Managers (Combined)	$15.4M	0.7% ($15.4M/$2.3B)	QoQ +27.91% (+$3.4M) YoY +1775.69% (+$14.6M)
Salesforce, Inc.(CRMcusip79466L302)	55.2K	QoQ +8.83% (-4.5K) YoY NEW(+55.2K)	All Managers (Combined)	$14.8M	0.6% ($14.8M/$2.3B)	QoQ -12.64% (-$2.1M) YoY NEW(+$14.8M)
Eaton Corp plc(ETNcusipG29183103)	50.2K	QoQ -0.93% (-474) YoY NEW(+50.2K)	All Managers (Combined)	$13.6M	0.6% ($13.6M/$2.3B)	QoQ -18.85% (-$3.2M) YoY NEW(+$13.6M)
FISERV INC(FIcusip337738108)	59.9K	QoQ +3.00% (+1.7K) YoY +1693.26% (+56.6K)	All Managers (Combined)	$13.2M	0.6% ($13.2M/$2.3B)	QoQ +10.72% (+$1.3M) YoY +2377.82% (+$12.7M)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	27.0K	QoQ - YoY +141.81% (+15.9K)	All Managers (Combined)	$12.7M	0.6% ($12.7M/$2.3B)	QoQ +4031.81% (+$12.4M) YoY +75.89% (+$5.5M)
SCHWAB CHARLES CORP(SCHWcusip808513105)	159.9K	QoQ +6.67% (+10.0K) YoY NEW(+159.9K)	All Managers (Combined)	$12.5M	0.5% ($12.5M/$2.3B)	QoQ +12.83% (+$1.4M) YoY NEW(+$12.5M)
Trane Technologies plc(TTcusipG8994E103)	36.7K	QoQ +2.85% (-1.0K) YoY NEW(+36.7K)	All Managers (Combined)	$12.4M	0.5% ($12.4M/$2.3B)	QoQ -6.17% (-$814.8K) YoY NEW(+$12.4M)
JOHNSON & JOHNSON(JNJcusip478160104)	71.5K	QoQ +4.64% (+3.2K) YoY +1227.59% (+66.1K)	All Managers (Combined)	$11.9M	0.5% ($11.9M/$2.3B)	QoQ +20.00% (+$2.0M) YoY +781.82% (+$10.5M)
(cusip464288802)✕	102.9K	QoQ -44.11% (-81.2K) YoY NEW(+102.9K)	All Managers (Combined)	$11.8M	0.5% ($11.8M/$2.3B)	QoQ -47.20% (-$10.6M) YoY NEW(+$11.8M)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	66.5K	QoQ +11.05% (-6.6K) YoY NEW(+66.5K)	All Managers (Combined)	$11.7M	0.5% ($11.7M/$2.3B)	QoQ -0.36% (-$43.2K) YoY NEW(+$11.7M)
Mastercard Inc(MAcusip57636Q104)	21.3K	QoQ +5.40% (+1.1K) YoY NEW(+21.3K)	All Managers (Combined)	$11.7M	0.5% ($11.7M/$2.3B)	QoQ +9.71% (+$1.0M) YoY NEW(+$11.7M)
Booking Holdings Inc.(BKNGcusip09857L108)	2.5K	QoQ +6.61% (-156) YoY NEW(+2.5K)	All Managers (Combined)	$11.6M	0.5% ($11.6M/$2.3B)	QoQ -1.13% (-$133.1K) YoY NEW(+$11.6M)