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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]

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 23 of 53

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02072L565

Shares:4.9K

Value:$546.4K

% of Portfolio:0.0% ($546.4K/$2.3B)

92204A108

Shares:1.7K

Value:$545.6K

% of Portfolio:0.0% ($545.6K/$2.3B)

KIMBERLY CLARK CORP

KMB|494368103

Shares:3.8K

Value:$541.5K

% of Portfolio:0.0% ($541.5K/$2.3B)

RAYMOND JAMES FINANCIAL INC

RJF|754730109

Shares:3.9K

Value:$540.0K

% of Portfolio:0.0% ($540.0K/$2.3B)

INTUIT INC.

INTU|461202103

Shares:877

Value:$538.5K

% of Portfolio:0.0% ($538.5K/$2.3B)

Shell plc

SHEL|780259305

Shares:7.3K

Value:$531.8K

% of Portfolio:0.0% ($531.8K/$2.3B)

464288661

Shares:4.5K

Value:$530.2K

% of Portfolio:0.0% ($530.2K/$2.3B)

45783Y855

Shares:16.8K

Value:$528.5K

% of Portfolio:0.0% ($528.5K/$2.3B)

37954Y483

Shares:31.5K

Value:$524.6K

% of Portfolio:0.0% ($524.6K/$2.3B)

46641Q837

Shares:10.3K

Value:$523.0K

% of Portfolio:0.0% ($523.0K/$2.3B)

92204A876

Shares:3.0K

Value:$520.7K

% of Portfolio:0.0% ($520.7K/$2.3B)

35473P595

Shares:21.6K

Value:$519.3K

% of Portfolio:0.0% ($519.3K/$2.3B)

46436E759

Shares:7.7K

Value:$519.0K

% of Portfolio:0.0% ($519.0K/$2.3B)

Trade Desk, Inc.

TTD|88339J105

Shares:9.5K

Value:$518.4K

% of Portfolio:0.0% ($518.4K/$2.3B)

GE HealthCare Technologies Inc.

GEHC|36266G107

Shares:6.3K

Value:$512.3K

% of Portfolio:0.0% ($512.3K/$2.3B)

Primerica, Inc.

PRI|74164M108

Shares:1.8K

Value:$507.6K

% of Portfolio:0.0% ($507.6K/$2.3B)

UFP TECHNOLOGIES INC

UFPT|902673102

Shares:2.5K

Value:$504.3K

% of Portfolio:0.0% ($504.3K/$2.3B)

464287481

IWP|464287481

Shares:4.3K

Value:$504.0K

% of Portfolio:0.0% ($504.0K/$2.3B)

TARGET CORP

TGT|87612E106

Shares:4.8K

Value:$503.7K

% of Portfolio:0.0% ($503.7K/$2.3B)

SYSCO CORP

SYY|871829107

Shares:6.6K

Value:$498.3K

% of Portfolio:0.0% ($498.3K/$2.3B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip02072L565)✕	4.9K	QoQ +170.32% (+3.1K) YoY -77.21% (-16.6K)	All Managers (Combined)	$546.4K	0.0% ($546.4K/$2.3B)	QoQ +173.26% (+$346.5K) YoY -76.13% (-$1.7M)
(cusip92204A108)✕	1.7K	QoQ -83.93% (-8.8K) YoY NEW(+1.7K)	All Managers (Combined)	$545.6K	0.0% ($545.6K/$2.3B)	QoQ -86.07% (-$3.4M) YoY NEW(+$545.6K)
KIMBERLY CLARK CORP(KMBcusip494368103)	3.8K	QoQ -2.03% (-79) YoY NEW(+3.8K)	All Managers (Combined)	$541.5K	0.0% ($541.5K/$2.3B)	QoQ +6.32% (-$32.2K) YoY NEW(+$541.5K)
RAYMOND JAMES FINANCIAL INC(RJFcusip754730109)	3.9K	QoQ +2.10% (-80) YoY -85.25% (-22.5K)	All Managers (Combined)	$540.0K	0.0% ($540.0K/$2.3B)	QoQ -8.69% (-$51.4K) YoY -84.04% (-$2.8M)
INTUIT INC.(INTUcusip461202103)	877	QoQ -2.12% (-19) YoY NEW(+877)	All Managers (Combined)	$538.5K	0.0% ($538.5K/$2.3B)	QoQ -4.37% (-$24.6K) YoY NEW(+$538.5K)
Shell plc(SHELcusip780259305)	7.3K	QoQ +85.86% (+3.4K) YoY +71.26% (+3.0K)	All Managers (Combined)	$531.8K	0.0% ($531.8K/$2.3B)	QoQ +117.37% (+$287.2K) YoY +87.19% (+$247.7K)
(cusip464288661)✕	4.5K	QoQ +23.22% (+846) YoY NEW(+4.5K)	All Managers (Combined)	$530.2K	0.0% ($530.2K/$2.3B)	QoQ +25.98% (+$109.4K) YoY NEW(+$530.2K)
(cusip45783Y855)✕	16.8K	QoQ +13.10% (+2.0K) YoY -81.21% (-72.8K)	All Managers (Combined)	$528.5K	0.0% ($528.5K/$2.3B)	QoQ +12.96% (+$60.7K) YoY -79.85% (-$2.1M)
(cusip37954Y483)✕	31.5K	QoQ -2.64% (-857) YoY +66.38% (+12.6K)	All Managers (Combined)	$524.6K	0.0% ($524.6K/$2.3B)	QoQ -11.14% (-$65.8K) YoY +54.49% (+$185.1K)
(cusip46641Q837)✕	10.3K	QoQ +655.59% (+9.0K) YoY +36.14% (+2.7K)	All Managers (Combined)	$523.0K	0.0% ($523.0K/$2.3B)	QoQ +659.49% (+$454.1K) YoY +36.63% (+$140.2K)
(cusip92204A876)✕	3.0K	QoQ +60.75% (+1.2K) YoY NEW(+3.0K)	All Managers (Combined)	$520.7K	0.0% ($520.7K/$2.3B)	QoQ +68.04% (+$210.8K) YoY NEW(+$520.7K)
(cusip35473P595)✕	21.6K	QoQ -4.19% (-945) YoY NEW(+21.6K)	All Managers (Combined)	$519.3K	0.0% ($519.3K/$2.3B)	QoQ -4.96% (-$27.1K) YoY NEW(+$519.3K)
(cusip46436E759)✕	7.7K	QoQ -25.28% (-2.6K) YoY +0.49% (-38)	All Managers (Combined)	$519.0K	0.0% ($519.0K/$2.3B)	QoQ -22.13% (-$147.6K) YoY -0.67% (-$3.6K)
Trade Desk, Inc.(TTDcusip88339J105)	9.5K	QoQ +11.69% (-992) YoY NEW(+9.5K)	All Managers (Combined)	$518.4K	0.0% ($518.4K/$2.3B)	QoQ -47.99% (-$478.4K) YoY NEW(+$518.4K)
GE HealthCare Technologies Inc.(GEHCcusip36266G107)	6.3K	QoQ +254.18% (+4.6K) YoY NEW(+6.3K)	All Managers (Combined)	$512.3K	0.0% ($512.3K/$2.3B)	QoQ +265.67% (+$372.2K) YoY NEW(+$512.3K)
Primerica, Inc.(PRIcusip74164M108)	1.8K	QoQ +6.00% (+101) YoY NEW(+1.8K)	All Managers (Combined)	$507.6K	0.0% ($507.6K/$2.3B)	QoQ +11.12% (+$50.8K) YoY NEW(+$507.6K)
UFP TECHNOLOGIES INC(UFPTcusip902673102)	2.5K	QoQ 0.00% (-0) YoY NEW(+2.5K)	All Managers (Combined)	$504.3K	0.0% ($504.3K/$2.3B)	QoQ -17.50% (-$107.0K) YoY NEW(+$504.3K)
(IWPcusip464287481)	4.3K	QoQ -2.54% (-112) YoY NEW(+4.3K)	All Managers (Combined)	$504.0K	0.0% ($504.0K/$2.3B)	QoQ -9.66% (-$53.9K) YoY NEW(+$504.0K)
TARGET CORP(TGTcusip87612E106)	4.8K	QoQ -1.20% (-59) YoY NEW(+4.8K)	All Managers (Combined)	$503.7K	0.0% ($503.7K/$2.3B)	QoQ -23.72% (-$156.7K) YoY NEW(+$503.7K)
SYSCO CORP(SYYcusip871829107)	6.6K	QoQ -44.06% (-5.2K) YoY NEW(+6.6K)	All Managers (Combined)	$498.3K	0.0% ($498.3K/$2.3B)	QoQ -45.09% (-$409.3K) YoY NEW(+$498.3K)