Pensionmark Financial Group
Latest statistics and disclosures from World Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, VOO, MSFT, DGRW, CHD, and represent 13.19% of World Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: DGRW (+$60M), CHD (+$58M), FLQL (+$45M), MSFT (+$43M), IJS (+$39M), AAPL (+$36M), VBR (+$31M), AGG (+$30M), VOO (+$27M), META (+$26M).
- Started 300 new stock positions in KLAC, CI, UFPT, SBCF, RMM, PLTR, JIRE, SHAK, BIIB, IWS.
- Reduced shares in these 10 stocks: SCHG (-$32M), IJT (-$30M), VBK (-$15M), VOT (-$15M), IVW (-$13M), ILCG (-$8.9M), AVDE, SCHF, IWY, OMFL.
- Sold out of its positions in CION, ETR, FMC, FXU, LMBS, BOTZ, LIT, PSTP, PDBC, ILCG. IMCG, IDEV, ISVL, MPW, New York Community Ban, Nutex Health, FLRN, TFI, SIRI, SMCI, FLTR, ALC.
- World Investment Advisors was a net buyer of stock by $1.5B.
- World Investment Advisors has $3.2B in assets under management (AUM), dropping by 98.51%.
- Central Index Key (CIK): 0001652594
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Portfolio Holdings for World Investment Advisors
World Investment Advisors holds 898 positions in its portfolio as reported in the September 2024 quarterly 13F filing
World Investment Advisors has 898 total positions. Only the first 250 positions are shown.
- Sign up to view all of the World Investment Advisors Sept. 30, 2024 positions
- Download the World Investment Advisors September 2024 csv data
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 3.8 | $120M | +42% | 514k | 233.00 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.6 | $116M | +30% | 220k | 527.67 |
|
| Microsoft Corporation (MSFT) | 2.1 | $66M | +180% | 154k | 430.30 |
|
| Wisdomtree Tr Us Qtly Div Grt (DGRW) | 1.9 | $60M | NEW | 726k | 83.21 |
|
| Church & Dwight (CHD) | 1.8 | $58M | NEW | 557k | 104.72 |
|
| Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL) | 1.4 | $45M | NEW | 781k | 58.15 |
|
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 1.3 | $41M | +2% | 805k | 50.43 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $40M | +176% | 191k | 210.86 |
|
| Amazon (AMZN) | 1.3 | $40M | +118% | 214k | 186.33 |
|
| Ishares Tr Sp Smcp600vl Etf (IJS) | 1.2 | $39M | +6991% | 363k | 107.63 |
|
| Meta Platforms Cl A (META) | 1.2 | $37M | +239% | 65k | 572.44 |
|
| Ishares Tr Core Us Aggbd Et (AGG) | 1.0 | $32M | +1817% | 316k | 101.27 |
|
| Vanguard Index Fds Sm Cp Val Etf (VBR) | 1.0 | $32M | +2681% | 159k | 200.78 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $30M | +290% | 181k | 165.85 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.9 | $29M | +28% | 50k | 573.76 |
|
| Ishares Tr National Mun Etf (MUB) | 0.9 | $27M | 251k | 108.63 |
|
|
| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.8 | $26M | -32% | 272k | 95.75 |
|
| Vanguard Index Fds Mid Cap Etf (VO) | 0.8 | $26M | +759% | 98k | 263.83 |
|
| Visa Com Cl A (V) | 0.8 | $25M | +240% | 92k | 274.95 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $25M | +28% | 150k | 167.19 |
|
| American Centy Etf Tr Us Eqt Etf (AVUS) | 0.8 | $25M | -6% | 257k | 95.15 |
|
| UnitedHealth (UNH) | 0.8 | $24M | +239% | 42k | 584.67 |
|
| Ishares Tr Msci Usa Esg Slc (SUSA) | 0.7 | $24M | +9889% | 197k | 120.36 |
|
| Ishares Tr Rusel 2500 Etf (SMMD) | 0.7 | $24M | 347k | 67.73 |
|
|
| Broadcom (AVGO) | 0.7 | $23M | +5915% | 132k | 172.50 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.7 | $22M | +5% | 307k | 72.85 |
|
| Ishares Tr S&p 500 Val Etf (IVE) | 0.7 | $22M | +1511% | 112k | 197.17 |
|
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.7 | $22M | 178k | 123.64 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $22M | +23% | 187k | 116.96 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.7 | $22M | +10% | 44k | 488.07 |
|
| Wal-Mart Stores (WMT) | 0.6 | $20M | +151% | 252k | 80.75 |
|
| Home Depot (HD) | 0.6 | $20M | +304% | 50k | 405.21 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.6 | $20M | +20% | 378k | 52.81 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.6 | $19M | +3% | 33k | 576.83 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.6 | $18M | +1316% | 109k | 167.67 |
|
| NVIDIA Corporation (NVDA) | 0.6 | $18M | +109% | 149k | 121.44 |
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.5 | $18M | +278% | 192k | 91.28 |
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.5 | $17M | +1175% | 217k | 80.37 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 0.5 | $17M | 347k | 48.98 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $17M | +210% | 37k | 460.26 |
|
| Eaton Corp SHS (ETN) | 0.5 | $17M | +981% | 50k | 331.44 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $16M | -19% | 391k | 41.12 |
|
| Motorola Solutions Com New (MSI) | 0.5 | $16M | +5403% | 36k | 449.63 |
|
| Merck & Co (MRK) | 0.5 | $15M | +475% | 131k | 113.56 |
|
| salesforce (CRM) | 0.5 | $15M | +570% | 54k | 273.71 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.5 | $15M | +4% | 187k | 78.69 |
|
| Iqvia Holdings (IQV) | 0.5 | $15M | NEW | 62k | 236.97 |
|
| Spdr Ser Tr Portfolio S&p500 (SPLG) | 0.5 | $15M | +28% | 217k | 67.51 |
|
| Exxon Mobil Corporation (XOM) | 0.5 | $15M | +55% | 124k | 117.22 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $14M | +313% | 50k | 283.17 |
|
| Trane Technologies SHS (TT) | 0.4 | $13M | +5253% | 35k | 388.73 |
|
| Johnson & Johnson (JNJ) | 0.4 | $13M | +189% | 83k | 162.06 |
|
| Hartford Fds Exchange Traded Mun Oportunite (HMOP) | 0.4 | $13M | NEW | 337k | 39.40 |
|
| Booking Holdings (BKNG) | 0.4 | $13M | +3561% | 3.1k | 4211.48 |
|
| Eli Lilly & Co. (LLY) | 0.4 | $13M | +10% | 14k | 885.96 |
|
| Ishares Tr Core Total Usd (IUSB) | 0.4 | $12M | +138% | 264k | 47.12 |
|
| Oracle Corporation (ORCL) | 0.4 | $12M | +192% | 71k | 170.40 |
|
| Pepsi (PEP) | 0.4 | $12M | +14% | 71k | 170.05 |
|
| Wisdomtree Tr Currncy Int Eq (DDWM) | 0.4 | $12M | NEW | 333k | 35.86 |
|
| Air Products & Chemicals (APD) | 0.4 | $11M | +1205% | 38k | 297.74 |
|
| Medtronic SHS (MDT) | 0.4 | $11M | +212% | 126k | 90.03 |
|
| Marathon Petroleum Corp (MPC) | 0.4 | $11M | +4227% | 70k | 162.91 |
|
| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.4 | $11M | +2952% | 211k | 53.72 |
|
| Lattice Strategies Tr Hartford Mlt Etf (RODM) | 0.4 | $11M | NEW | 366k | 30.50 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.3 | $11M | +2% | 270k | 40.63 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 0.3 | $11M | +14% | 181k | 60.42 |
|
| Ishares Tr Mbs Etf (MBB) | 0.3 | $11M | +4% | 111k | 95.81 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.3 | $11M | 70k | 153.13 |
|
|
| Costco Wholesale Corporation (COST) | 0.3 | $11M | +14% | 12k | 886.52 |
|
| Comcast Corp Cl A (CMCSA) | 0.3 | $11M | +904% | 255k | 41.77 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.3 | $10M | -75% | 100k | 104.18 |
|
| Ishares Tr Core Divid Etf (DIVB) | 0.3 | $10M | NEW | 212k | 48.45 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 0.3 | $10M | -29% | 153k | 67.03 |
|
| Fidelity Covington Trust High Divid Etf (FDVV) | 0.3 | $10M | +45% | 201k | 50.65 |
|
| Advanced Micro Devices (AMD) | 0.3 | $10M | +430% | 62k | 164.08 |
|
| Fiserv (FI) | 0.3 | $10M | +1469% | 56k | 179.65 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.3 | $10M | +77% | 42k | 237.21 |
|
| Analog Devices (ADI) | 0.3 | $9.7M | +4581% | 42k | 230.17 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $9.7M | +4575% | 56k | 173.67 |
|
| Abbvie (ABBV) | 0.3 | $9.6M | -7% | 48k | 197.48 |
|
| Thermo Fisher Scientific (TMO) | 0.3 | $9.3M | +3% | 15k | 618.56 |
|
| Chubb (CB) | 0.3 | $9.3M | +895% | 32k | 288.39 |
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.3 | $9.3M | +2% | 160k | 57.83 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.3 | $9.2M | +1101% | 190k | 48.59 |
|
| Charles Schwab Corporation (SCHW) | 0.3 | $9.2M | NEW | 142k | 64.80 |
|
| Adobe Systems Incorporated (ADBE) | 0.3 | $9.2M | +88% | 18k | 517.79 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $9.1M | +512% | 19k | 493.81 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.3 | $9.0M | +2% | 153k | 58.77 |
|
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.3 | $8.9M | -3% | 16k | 569.66 |
|
| Anthem (ELV) | 0.3 | $8.9M | NEW | 17k | 520.00 |
|
| Union Pacific Corporation (UNP) | 0.3 | $8.8M | +103% | 36k | 246.48 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.3 | $8.7M | +87% | 112k | 78.05 |
|
| S&p Global (SPGI) | 0.3 | $8.7M | +245% | 17k | 516.63 |
|
| Fidelity Merrimack Str Tr Total Bd Etf (FBND) | 0.3 | $8.6M | +23% | 184k | 46.74 |
|
| Verizon Communications (VZ) | 0.3 | $8.5M | +208% | 190k | 44.91 |
|
| Intercontinental Exchange (ICE) | 0.3 | $8.5M | +759% | 53k | 160.64 |
|
| TJX Companies (TJX) | 0.3 | $8.4M | +691% | 72k | 117.54 |
|
| J P Morgan Exchange Traded F Equity Premium (JEPI) | 0.3 | $8.4M | +48% | 141k | 59.51 |
|
| Potlatch Corporation (PCH) | 0.3 | $8.3M | 184k | 45.05 |
|
|
| Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) | 0.3 | $8.2M | +61% | 173k | 47.53 |
|
| Invesco Actively Managed Exc Total Return (GTO) | 0.2 | $8.0M | +14% | 165k | 48.30 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.2 | $7.8M | 94k | 83.15 |
|
|
| L3harris Technologies (LHX) | 0.2 | $7.7M | +220% | 33k | 237.88 |
|
| Qualcomm (QCOM) | 0.2 | $7.7M | +303% | 45k | 170.05 |
|
| Cme (CME) | 0.2 | $7.6M | NEW | 35k | 220.65 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.2 | $7.4M | +136% | 93k | 79.42 |
|
| Cisco Systems (CSCO) | 0.2 | $7.3M | +13% | 138k | 53.22 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 0.2 | $7.1M | +2% | 248k | 28.73 |
|
| Alps Etf Tr Smith Core Plus (SMTH) | 0.2 | $7.0M | 266k | 26.44 |
|
|
| Chevron Corporation (CVX) | 0.2 | $7.0M | +30% | 48k | 147.27 |
|
| Starbucks Corporation (SBUX) | 0.2 | $7.0M | +1940% | 71k | 97.50 |
|
| CarMax (KMX) | 0.2 | $6.9M | NEW | 90k | 77.38 |
|
| Nxp Semiconductors N V (NXPI) | 0.2 | $6.9M | +2103% | 29k | 240.01 |
|
| Vanguard Index Fds Large Cap Etf (VV) | 0.2 | $6.8M | +3% | 26k | 263.29 |
|
| Nextera Energy (NEE) | 0.2 | $6.7M | +402% | 80k | 84.53 |
|
| First Tr Value Line Divid In SHS (FVD) | 0.2 | $6.7M | +2564% | 147k | 45.49 |
|
| Zoetis Cl A (ZTS) | 0.2 | $6.7M | +29% | 34k | 195.38 |
|
| Darden Restaurants (DRI) | 0.2 | $6.7M | +824% | 41k | 164.13 |
|
| Vaneck Etf Trust Mrngstr Wde Moat (MOAT) | 0.2 | $6.6M | NEW | 69k | 96.95 |
|
| Procter & Gamble Company (PG) | 0.2 | $6.6M | +95% | 38k | 173.20 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PJUL) | 0.2 | $6.6M | +94% | 164k | 40.48 |
|
| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 0.2 | $6.5M | +163% | 32k | 200.85 |
|
| Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR) | 0.2 | $6.5M | -7% | 218k | 29.75 |
|
| Lowe's Companies (LOW) | 0.2 | $6.4M | +7% | 24k | 270.85 |
|
| Allstate Corporation (ALL) | 0.2 | $6.4M | +534% | 34k | 189.65 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.2 | $6.3M | +3% | 150k | 42.02 |
|
| First Tr Exchange-traded Risng Divd Achiv (RDVY) | 0.2 | $6.2M | +54% | 104k | 59.21 |
|
| Philip Morris International (PM) | 0.2 | $6.2M | +567% | 51k | 121.40 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.2 | $6.1M | +6% | 72k | 84.53 |
|
| Franklin Templeton Etf Tr Ftse Japan Etf (FLJP) | 0.2 | $6.1M | NEW | 200k | 30.42 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $6.0M | +2% | 56k | 106.76 |
|
| Mondelez Intl Cl A (MDLZ) | 0.2 | $5.9M | 81k | 73.67 |
|
|
| Fidelity National Information Services (FIS) | 0.2 | $5.9M | +2063% | 71k | 83.75 |
|
| Vanguard Scottsdale Fds Long Term Treas (VGLT) | 0.2 | $5.9M | +6% | 96k | 61.54 |
|
| Ishares Tr Esg Scrd S&p Mid (XJH) | 0.2 | $5.9M | NEW | 139k | 42.29 |
|
| Servicenow (NOW) | 0.2 | $5.9M | +585% | 6.5k | 894.39 |
|
| Devon Energy Corporation (DVN) | 0.2 | $5.8M | +3440% | 149k | 39.12 |
|
| Ishares Tr Rus Tp200 Gr Etf (IWY) | 0.2 | $5.7M | -38% | 26k | 220.05 |
|
| Walt Disney Company (DIS) | 0.2 | $5.6M | +357% | 58k | 96.19 |
|
| Harbor Etf Trust Internatnal Comp (OSEA) | 0.2 | $5.6M | NEW | 192k | 28.93 |
|
| Tesla Motors (TSLA) | 0.2 | $5.6M | +43% | 21k | 261.63 |
|
| Check Point Software Tech Lt Ord (CHKP) | 0.2 | $5.5M | NEW | 29k | 192.81 |
|
| Diageo Spon Adr New (DEO) | 0.2 | $5.5M | NEW | 39k | 140.34 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $5.5M | +180% | 88k | 62.32 |
|
| Wisdomtree Tr Us Midcap Fund (EZM) | 0.2 | $5.5M | NEW | 88k | 62.34 |
|
| Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $5.4M | NEW | 130k | 41.40 |
|
| Johnson Ctls Intl SHS (JCI) | 0.2 | $5.4M | NEW | 69k | 77.61 |
|
| Vanguard World Inf Tech Etf (VGT) | 0.2 | $5.3M | +439% | 9.1k | 586.53 |
|
| Paypal Holdings (PYPL) | 0.2 | $5.3M | NEW | 68k | 78.03 |
|
| Best Buy (BBY) | 0.2 | $5.2M | NEW | 51k | 103.30 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.2 | $5.2M | +229% | 109k | 47.85 |
|
| Steris Shs Usd (STE) | 0.2 | $5.2M | NEW | 21k | 242.54 |
|
| Investment Managers Ser Tr I Axs Change Finan (CHGX) | 0.2 | $5.1M | NEW | 133k | 38.49 |
|
| Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) | 0.2 | $5.1M | +114% | 50k | 102.58 |
|
| First Tr Exchange-traded Cap Strength Etf (FTCS) | 0.2 | $5.1M | +66% | 56k | 90.80 |
|
| Abbott Laboratories (ABT) | 0.2 | $5.1M | -8% | 45k | 114.01 |
|
| Vanguard Index Fds Extend Mkt Etf (VXF) | 0.2 | $5.1M | +745% | 28k | 182.01 |
|
| T Rowe Price Etf Cap Appreciation (TCAF) | 0.2 | $5.1M | +12% | 153k | 33.25 |
|
| First Tr Exchange-traded Dj Internt Idx (FDN) | 0.2 | $5.0M | NEW | 24k | 211.83 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.2 | $5.0M | +7% | 28k | 179.30 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $4.9M | +37% | 41k | 121.16 |
|
| Edwards Lifesciences (EW) | 0.1 | $4.8M | +1660% | 72k | 65.99 |
|
| Chipotle Mexican Grill (CMG) | 0.1 | $4.7M | NEW | 82k | 57.62 |
|
| Geron Corporation (GERN) | 0.1 | $4.7M | +10151% | 1.0M | 4.54 |
|
| Bank of America Corporation (BAC) | 0.1 | $4.6M | +86% | 117k | 39.68 |
|
| ConocoPhillips (COP) | 0.1 | $4.6M | +746% | 44k | 105.28 |
|
| Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP) | 0.1 | $4.6M | 44k | 104.67 |
|
|
| Spdr Ser Tr Bloomberg Sht Te (SJNK) | 0.1 | $4.5M | +240% | 176k | 25.75 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.1 | $4.5M | +3% | 43k | 106.19 |
|
| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.1 | $4.5M | +35% | 18k | 245.46 |
|
| Ea Series Trust Strive 1000 Div (STXD) | 0.1 | $4.5M | 133k | 33.76 |
|
|
| Public Service Enterprise (PEG) | 0.1 | $4.4M | NEW | 49k | 89.21 |
|
| Janus Detroit Str Tr Hendrson Aaa Cl (JAAA) | 0.1 | $4.3M | +119% | 84k | 50.88 |
|
| Mettler-Toledo International (MTD) | 0.1 | $4.3M | 2.8k | 1499.70 |
|
|
| Wells Fargo & Company (WFC) | 0.1 | $4.3M | +1263% | 75k | 56.49 |
|
| Ishares Msci Emerg Mrkt (EEMV) | 0.1 | $4.3M | +2% | 68k | 62.70 |
|
| Tidal Tr Ii Rtn Stacked Bd (RSBT) | 0.1 | $4.2M | +7% | 234k | 18.18 |
|
| Illinois Tool Works (ITW) | 0.1 | $4.2M | +6% | 16k | 262.07 |
|
| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 0.1 | $4.2M | 43k | 98.07 |
|
|
| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.1 | $4.1M | -4% | 80k | 51.24 |
|
| AmerisourceBergen (COR) | 0.1 | $4.1M | NEW | 18k | 225.08 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $4.0M | -5% | 11k | 353.49 |
|
| First Tr Nasdaq 100 Tech Ind SHS (QTEC) | 0.1 | $4.0M | NEW | 21k | 191.31 |
|
| Roper Industries (ROP) | 0.1 | $4.0M | 7.1k | 556.44 |
|
|
| Diamondback Energy (FANG) | 0.1 | $3.9M | NEW | 23k | 172.40 |
|
| First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) | 0.1 | $3.9M | NEW | 87k | 45.24 |
|
| Coca-Cola Company (KO) | 0.1 | $3.9M | +42% | 55k | 71.86 |
|
| Autodesk (ADSK) | 0.1 | $3.9M | NEW | 14k | 275.48 |
|
| Select Sector Spdr Tr Indl (XLI) | 0.1 | $3.9M | +531% | 29k | 135.44 |
|
| Columbia Etf Tr I Resh Enhnc Cor (RECS) | 0.1 | $3.9M | +204% | 115k | 33.91 |
|
| General Dynamics Corporation (GD) | 0.1 | $3.9M | NEW | 13k | 302.00 |
|
| Novartis Sponsored Adr (NVS) | 0.1 | $3.9M | NEW | 34k | 115.02 |
|
| Marsh & McLennan Companies (MMC) | 0.1 | $3.8M | +29% | 17k | 223.09 |
|
| At&t (T) | 0.1 | $3.8M | +28% | 174k | 22.00 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $3.8M | +55% | 6.5k | 584.59 |
|
| Innovator Etfs Trust Prem Incm 30 Bar (APRJ) | 0.1 | $3.8M | +836% | 153k | 24.64 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $3.8M | +17% | 16k | 243.06 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.1 | $3.7M | +4% | 21k | 174.57 |
|
| Capital Grp Fixed Incm Etf T Municipal Income (CGMU) | 0.1 | $3.7M | +8% | 135k | 27.46 |
|
| Pfizer (PFE) | 0.1 | $3.7M | +61% | 127k | 28.94 |
|
| Ishares Tr Eafe Sml Cp Etf (SCZ) | 0.1 | $3.7M | 54k | 67.70 |
|
|
| Spdr Ser Tr S&p Divid Etf (SDY) | 0.1 | $3.7M | +418% | 26k | 142.04 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.1 | $3.6M | +19% | 32k | 114.09 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $3.6M | +7% | 20k | 179.16 |
|
| Danaher Corporation (DHR) | 0.1 | $3.6M | +5% | 13k | 278.02 |
|
| Amgen (AMGN) | 0.1 | $3.6M | +48% | 11k | 322.21 |
|
| Vanguard Whitehall Fds Intl Dvd Etf (VIGI) | 0.1 | $3.6M | NEW | 40k | 88.28 |
|
| Pacer Fds Tr Pacer Us Small (CALF) | 0.1 | $3.5M | +3% | 76k | 46.52 |
|
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $3.5M | NEW | 30k | 117.62 |
|
| Vanguard World Consum Dis Etf (VCR) | 0.1 | $3.5M | NEW | 10k | 340.48 |
|
| Proshares Tr S&p Mdcp 400 Div (REGL) | 0.1 | $3.5M | 43k | 81.78 |
|
|
| Raymond James Financial (RJF) | 0.1 | $3.5M | +7% | 28k | 122.46 |
|
| Innovator Etfs Trust Defined Wlt Shld (BALT) | 0.1 | $3.5M | +16% | 112k | 30.83 |
|
| Nike CL B (NKE) | 0.1 | $3.4M | 39k | 88.40 |
|
|
| Microchip Technology (MCHP) | 0.1 | $3.4M | +11% | 43k | 80.29 |
|
| Schwab Strategic Tr Us Lrg Cap Etf (SCHX) | 0.1 | $3.4M | +12% | 50k | 67.85 |
|
| Vanguard World Industrial Etf (VIS) | 0.1 | $3.4M | NEW | 13k | 260.08 |
|
| Becton, Dickinson and (BDX) | 0.1 | $3.4M | +36% | 14k | 241.10 |
|
| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.1 | $3.3M | +14% | 34k | 98.12 |
|
| Unilever Spon Adr New (UL) | 0.1 | $3.3M | NEW | 51k | 64.97 |
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $3.3M | +10% | 8.6k | 383.90 |
|
| Ecolab (ECL) | 0.1 | $3.3M | +276% | 13k | 255.33 |
|
| Ishares Tr Iboxx Hi Yd Etf (HYG) | 0.1 | $3.3M | +477% | 41k | 80.31 |
|
| Tidal Tr Ii Return Stckd Us (RSST) | 0.1 | $3.3M | +7% | 133k | 24.50 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PFEB) | 0.1 | $3.2M | +2% | 88k | 36.04 |
|
| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $3.2M | +6% | 33k | 97.42 |
|
| Spdr Ser Tr S&p Semicndctr (XSD) | 0.1 | $3.2M | NEW | 13k | 240.24 |
|
| Capital Group Dividend Value Shs Creation Uni (CGDV) | 0.1 | $3.1M | +31% | 86k | 36.44 |
|
| Ishares Tr Intrm Gov Cr Etf (GVI) | 0.1 | $3.1M | +13% | 29k | 107.10 |
|
| First Tr Exchange Traded Consumr Discre (FXD) | 0.1 | $3.1M | NEW | 48k | 63.29 |
|
| Independent Bank (INDB) | 0.1 | $3.1M | +2% | 52k | 59.13 |
|
| Ishares Tr Ibonds 2026 Term (IBHF) | 0.1 | $3.1M | NEW | 131k | 23.41 |
|
| Invesco Exch Trd Slf Idx Rafi Stratgic Us (IUS) | 0.1 | $3.0M | NEW | 60k | 50.30 |
|
| Pacer Fds Tr Lunt Lrgcp Multi (PALC) | 0.1 | $3.0M | +14% | 61k | 49.54 |
|
| FedEx Corporation (FDX) | 0.1 | $3.0M | +27% | 11k | 273.69 |
|
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.1 | $3.0M | -5% | 7.0k | 423.11 |
|
| eBay (EBAY) | 0.1 | $2.9M | NEW | 45k | 65.10 |
|
| Vanguard Charlotte Fds Total Int Bd Etf (BNDX) | 0.1 | $2.9M | +22% | 59k | 50.28 |
|
| Stryker Corporation (SYK) | 0.1 | $2.9M | +126% | 8.1k | 361.26 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $2.9M | +451% | 23k | 128.19 |
|
| Innovator Etfs Trust Prem Incm 20 Bar (APRH) | 0.1 | $2.9M | +67% | 119k | 24.67 |
|
| Palo Alto Networks (PANW) | 0.1 | $2.9M | +15% | 8.5k | 341.80 |
|
| Pimco Etf Tr Enhan Shrt Ma Ac (MINT) | 0.1 | $2.9M | +298% | 29k | 100.69 |
|
| Marvell Technology (MRVL) | 0.1 | $2.9M | 40k | 72.12 |
|
|
| Ea Series Trust Strive 500 Etf (STRV) | 0.1 | $2.8M | NEW | 76k | 36.84 |
|
| Sanofi Sponsored Adr (SNY) | 0.1 | $2.8M | +1020% | 48k | 57.63 |
|
| Select Sector Spdr Tr Sbi Int-utils (XLU) | 0.1 | $2.8M | +37% | 35k | 80.78 |
|
| Norfolk Southern (NSC) | 0.1 | $2.8M | +10% | 11k | 248.51 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $2.8M | +23% | 37k | 75.11 |
|
| International Business Machines (IBM) | 0.1 | $2.8M | +63% | 13k | 221.09 |
|
Past Filings by World Investment Advisors
SEC 13F filings are viewable for World Investment Advisors going back to 2018
- World Investment Advisors 2024 Q3 restated filed Nov. 25, 2024
- Pensionmark Financial Group 2024 Q2 filed Aug. 15, 2024
- Pensionmark Financial Group 2024 Q1 filed May 15, 2024
- Pensionmark Financial Group 2023 Q4 filed Feb. 15, 2024
- Pensionmark Financial Group 2023 Q3 filed Nov. 14, 2023
- Pensionmark Financial Group 2023 Q2 filed Aug. 14, 2023
- Pensionmark Financial Group 2023 Q1 filed May 15, 2023
- Pensionmark Financial Group 2022 Q4 filed Feb. 14, 2023
- Pensionmark Financial Group 2022 Q3 filed Nov. 14, 2022
- Pensionmark Financial Group 2022 Q2 filed Aug. 9, 2022
- Pensionmark Financial Group 2022 Q1 filed May 12, 2022
- Pensionmark Financial Group 2021 Q4 filed Feb. 11, 2022
- Pensionmark Financial Group 2021 Q3 filed Nov. 12, 2021
- Pensionmark Financial Group 2021 Q2 filed Aug. 12, 2021
- Pensionmark Financial Group 2021 Q1 filed May 17, 2021
- Pensionmark Financial Group 2020 Q4 filed Feb. 16, 2021