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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, IVW, and represent 13.02% of World Investment Advisors's stock portfolio.
Added to shares of these 10 stocks: IJK (+$35M), IVW (+$32M), SCHG (+$30M), VOT (+$29M), AAPL (+$23M), IJT (+$18M), VBK (+$15M), NVDA (+$14M), BSV (+$12M), IEFA (+$11M).
Started 159 new stock positions in CBOE, ODFL, HYGW, VDE, CRAI, IHAK, CGMS, SNA, ROK, DON.
Reduced shares in these 10 stocks: IJS (-$39M), VBR (-$28M), IJJ (-$21M), IVE (-$20M), VOE (-$16M), USMV (-$10M), VGIT (-$8.6M), MUB (-$8.0M), ICE (-$6.0M), .
Sold out of its positions in AEM, ADC, Arista Networks, BTBD, BlackRock, BGY, BST, HRB, BR, CBRE.
World Investment Advisors was a net buyer of stock by $516M.
World Investment Advisors has $3.7B in assets under management (AUM), dropping by 14.62%.
Central Index Key (CIK): 0001652594

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Portfolio Holdings for World Investment Advisors

World Investment Advisors holds 998 positions in its portfolio as reported in the December 2024 quarterly 13F filing

World Investment Advisors has 998 total positions. Only the first 250 positions are shown.

Sign up to view all of the World Investment Advisors Dec. 31, 2024 positions
Download the World Investment Advisors December 2024 csv data

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Apple (AAPL)	4.2	$152M	+17%	606k	250.42	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	3.5	$129M	+8%	239k	538.81	View chart
Microsoft Corporation (MSFT)	2.1	$76M	+17%	180k	421.50	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	1.6	$60M	+2%	741k	80.92	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.6	$60M	+116%	588k	101.53	View chart
Church & Dwight (CHD)	1.6	$58M		557k	104.71	View chart
Amazon (AMZN)	1.5	$53M	+13%	243k	219.39	View chart
JPMorgan Chase & Co. (JPM)	1.3	$48M	+5%	200k	239.71	View chart
Franklin Templeton Etf Tr Us Lrg Cp Mltfct (FLQL)	1.3	$46M		784k	58.65	View chart
Meta Platforms Cl A (META)	1.2	$43M	+12%	73k	585.50	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	1.1	$42M	+4%	837k	49.74	View chart
Alphabet Cap Stk Cl A (GOOGL)	1.1	$42M	+21%	220k	189.30	View chart
Ishares Tr Core Us Aggbd Et (AGG)	1.1	$40M	+30%	413k	96.90	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	1.0	$38M	+1438%	414k	90.93	View chart
Broadcom (AVGO)	1.0	$36M	+16%	154k	231.84	View chart
NVIDIA Corporation (NVDA)	0.9	$34M	+70%	253k	134.29	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.9	$34M	+50%	66k	511.22	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.9	$33M	+1093%	1.2M	27.87	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$33M	+12%	57k	586.79	View chart
Visa Com Cl A (V)	0.9	$31M	+7%	99k	316.05	View chart
Alphabet Cap Stk Cl C (GOOG)	0.8	$31M	+7%	161k	190.44	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$30M	+1703%	119k	253.75	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.8	$28M	+7%	105k	264.14	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.7	$27M	+37%	46k	588.68	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.7	$27M	+84%	345k	77.27	View chart
American Centy Etf Tr Us Eqt Etf (AVUS)	0.7	$27M	+6%	273k	96.93	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$26M	+21%	227k	115.22	View chart
Wal-Mart Stores (WMT)	0.7	$25M	+7%	272k	90.36	View chart
Ishares Tr Rusel 2500 Etf (SMMD)	0.6	$24M		345k	68.00	View chart
UnitedHealth (UNH)	0.6	$23M	+7%	45k	505.87	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.6	$23M	-5%	186k	121.58	View chart
Home Depot (HD)	0.6	$22M	+13%	57k	388.99	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.6	$21M	+27%	47k	453.28	View chart
salesforce (CRM)	0.6	$21M	+14%	62k	334.32	View chart
Ishares Tr Core Msci Total (IXUS)	0.6	$21M	+2%	315k	66.14	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.5	$20M	+1134%	147k	135.37	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.5	$19M	+144%	274k	70.28	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.5	$19M	+5%	398k	47.82	View chart
Ishares Tr National Mun Etf (MUB)	0.5	$19M	-29%	176k	106.55	View chart
Motorola Solutions Com New (MSI)	0.5	$19M	+12%	40k	462.23	View chart
Eaton Corp SHS (ETN)	0.5	$17M	+2%	52k	331.87	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$17M	+13%	246k	68.94	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.4	$16M	+93%	673k	24.06	View chart
Exxon Mobil Corporation (XOM)	0.4	$16M	+19%	149k	107.57	View chart
Vanguard Index Fds Sml Cp Grw Etf (VBK)	0.4	$16M	+2351%	57k	280.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$15M	+3%	52k	289.81	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	0.4	$15M	+102%	791k	18.50	View chart
Trane Technologies SHS (TT)	0.4	$14M	+11%	39k	369.35	View chart
Johnson & Johnson (JNJ)	0.4	$14M	+14%	95k	144.62	View chart
Merck & Co (MRK)	0.4	$14M	+4%	138k	99.49	View chart
Hartford Fds Exchange Traded Mun Oportunite (HMOP)	0.4	$13M	+2%	345k	38.66	View chart
Ishares Tr Ishs 5-10yr Invt (IGIB)	0.4	$13M	+22%	258k	51.51	View chart
Costco Wholesale Corporation (COST)	0.4	$13M	+17%	14k	916.26	View chart
Fiserv (FI)	0.4	$13M	+12%	63k	205.42	View chart
Wisdomtree Tr Currncy Int Eq (DDWM)	0.4	$13M	+12%	373k	34.38	View chart
Eli Lilly & Co. (LLY)	0.4	$13M	+14%	17k	772.02	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$13M	+4%	73k	172.42	View chart
Booking Holdings (BKNG)	0.3	$12M	-20%	2.4k	4968.42	View chart
Air Products & Chemicals (APD)	0.3	$12M	+7%	41k	290.07	View chart
Lattice Strategies Tr Hartford Mlt Etf (RODM)	0.3	$12M	+14%	418k	28.42	View chart
Iqvia Holdings (IQV)	0.3	$12M	-2%	60k	196.51	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	0.3	$12M	+563%	115k	100.32	View chart
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)	0.3	$12M	+5%	284k	40.34	View chart
Abbvie (ABBV)	0.3	$12M	+33%	65k	177.70	View chart
Adobe Systems Incorporated (ADBE)	0.3	$11M	+43%	25k	444.68	View chart
Medtronic SHS (MDT)	0.3	$11M	+11%	141k	79.89	View chart
Pepsi (PEP)	0.3	$11M	+4%	74k	152.07	View chart
Charles Schwab Corporation (SCHW)	0.3	$11M	+6%	152k	74.01	View chart
Mastercard Incorporated Cl A (MA)	0.3	$11M	+14%	21k	526.68	View chart
Oracle Corporation (ORCL)	0.3	$11M	-5%	67k	166.64	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.3	$11M	+220%	83k	132.10	View chart
TJX Companies (TJX)	0.3	$11M	+22%	88k	120.81	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	0.3	$11M	+12%	172k	61.37	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.3	$11M	+3%	209k	49.94	View chart
Ishares Tr Core Divid Etf (DIVB)	0.3	$10M	+3%	219k	47.40	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.3	$10M	-5%	53k	197.52	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.3	$10M	+693%	139k	74.73	View chart
Fidelity Merrimack Str Tr Total Bd Etf (FBND)	0.3	$10M	+23%	227k	44.91	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.3	$10M	+25%	177k	57.60	View chart
Analog Devices (ADI)	0.3	$10M	+12%	47k	212.48	View chart
Tesla Motors (TSLA)	0.3	$9.9M	+15%	25k	403.83	View chart
Ishares Tr U S Equity Factr (LRGF)	0.3	$9.7M	+5%	161k	60.35	View chart
Comcast Corp Cl A (CMCSA)	0.3	$9.7M		259k	37.53	View chart
Ishares Tr Core Total Usd (IUSB)	0.3	$9.5M	-19%	211k	45.20	View chart
Chubb (CB)	0.3	$9.5M	+7%	34k	276.25	View chart
Chipotle Mexican Grill (CMG)	0.3	$9.5M	+92%	158k	60.30	View chart
Chevron Corporation (CVX)	0.3	$9.3M	+35%	64k	144.84	View chart
S&p Global (SPGI)	0.3	$9.2M	+10%	19k	498.00	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.3	$9.2M	+2%	164k	56.48	View chart
Cisco Systems (CSCO)	0.3	$9.2M	+13%	156k	59.20	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.2	$9.0M		16k	569.58	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$9.0M	+32%	43k	210.45	View chart
Verizon Communications (VZ)	0.2	$9.0M	+18%	225k	39.99	View chart
Thermo Fisher Scientific (TMO)	0.2	$8.8M	+12%	17k	520.22	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.2	$8.8M	-13%	37k	240.28	View chart
Invesco Actively Managed Exc Total Return (GTO)	0.2	$8.7M	+14%	189k	46.40	View chart
Ishares Tr Esg Awr Us Agrgt (EAGG)	0.2	$8.7M		188k	46.44	View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)	0.2	$8.7M		173k	49.96	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.2	$8.6M	+19%	111k	78.01	View chart
Cme (CME)	0.2	$8.6M	+7%	37k	232.17	View chart
Union Pacific Corporation (UNP)	0.2	$8.6M	+5%	38k	228.05	View chart
Advanced Micro Devices (AMD)	0.2	$8.5M	+14%	70k	120.79	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$8.2M	+6%	100k	81.98	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.2	$8.2M	+2%	255k	32.04	View chart
Darden Restaurants (DRI)	0.2	$8.1M	+7%	44k	186.69	View chart
Procter & Gamble Company (PG)	0.2	$8.1M	+25%	48k	167.65	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$8.0M	+45%	128k	62.31	View chart
First Tr Value Line Divid In SHS (FVD)	0.2	$8.0M	+23%	183k	43.64	View chart
Qualcomm (QCOM)	0.2	$7.9M	+14%	52k	153.62	View chart
Walt Disney Company (DIS)	0.2	$7.9M	+21%	71k	111.36	View chart
Philip Morris International (PM)	0.2	$7.8M	+28%	65k	120.35	View chart
Airbnb Com Cl A (ABNB)	0.2	$7.7M	NEW	59k	131.41	View chart
Anthem (ELV)	0.2	$7.6M	+20%	21k	369.20	View chart
Marathon Petroleum Corp (MPC)	0.2	$7.5M	-23%	54k	139.47	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$7.4M	+65%	70k	105.48	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJUL)	0.2	$7.4M	+10%	180k	41.17	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.2	$7.3M	+105%	42k	175.23	View chart
CarMax (KMX)	0.2	$7.2M		89k	81.77	View chart
Allstate Corporation (ALL)	0.2	$7.2M	+11%	38k	192.79	View chart
Potlatch Corporation (PCH)	0.2	$7.2M		184k	39.25	View chart
L3harris Technologies (LHX)	0.2	$7.2M	+4%	34k	210.28	View chart
Servicenow (NOW)	0.2	$7.2M	+3%	6.8k	1060.12	View chart
Abrdn Silver Etf Trust Physcl Silvr Shs (SIVR)	0.2	$7.1M	+18%	257k	27.57	View chart
Ishares Tr Global Reit Etf (REET)	0.2	$7.0M	NEW	291k	23.97	View chart
First Tr Exchange-traded Dj Internt Idx (FDN)	0.2	$7.0M	+21%	29k	243.17	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$6.8M	+11%	29k	235.27	View chart
Alps Etf Tr Smith Core Plus (SMTH)	0.2	$6.8M		266k	25.52	View chart
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)	0.2	$6.8M	+58%	133k	50.71	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.2	$6.7M	-60%	76k	88.79	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$6.6M	-5%	25k	269.70	View chart
Nxp Semiconductors N V (NXPI)	0.2	$6.6M	+9%	32k	207.85	View chart
Dbx Etf Tr Xtrack Msci Eafe (DBEF)	0.2	$6.6M	+6%	160k	41.40	View chart
Lowe's Companies (LOW)	0.2	$6.5M	+11%	26k	246.80	View chart
Nextera Energy (NEE)	0.2	$6.5M	+12%	90k	71.69	View chart
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)	0.2	$6.3M		68k	92.73	View chart
Zoetis Cl A (ZTS)	0.2	$6.3M	+13%	39k	162.93	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.2	$6.2M	+214%	227k	27.32	View chart
Ishares Tr Mbs Etf (MBB)	0.2	$6.2M	-39%	67k	91.68	View chart
Paypal Holdings (PYPL)	0.2	$6.2M	+6%	72k	85.35	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$6.1M	+469%	117k	52.22	View chart
Abbott Laboratories (ABT)	0.2	$6.1M	+20%	54k	113.11	View chart
Bank of America Corporation (BAC)	0.2	$6.0M	+17%	137k	43.95	View chart
Realty Income (O)	0.2	$6.0M	+405%	113k	53.42	View chart
Raytheon Technologies Corp (RTX)	0.2	$5.9M	+25%	51k	115.72	View chart
Fidelity National Information Services (FIS)	0.2	$5.9M	+2%	73k	80.77	View chart
Spdr Gold Tr Gold Shs (GLD)	0.2	$5.9M	+57%	24k	242.13	View chart
Vanguard World Inf Tech Etf (VGT)	0.2	$5.8M	+3%	9.4k	621.62	View chart
Starbucks Corporation (SBUX)	0.2	$5.8M	-10%	64k	91.27	View chart
Vanguard Index Fds Growth Etf (VUG)	0.2	$5.7M	+62%	14k	410.44	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.2	$5.7M	-7%	97k	59.14	View chart
Johnson Ctls Intl SHS (JCI)	0.2	$5.7M	+4%	72k	78.93	View chart
Wells Fargo & Company (WFC)	0.2	$5.7M	+7%	81k	70.24	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$5.6M	+5%	30k	189.93	View chart
Check Point Software Tech Lt Ord (CHKP)	0.2	$5.6M	+4%	30k	186.70	View chart
Harbor Etf Trust Internatnal Comp (OSEA)	0.2	$5.6M	+13%	217k	25.85	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.2	$5.6M		56k	99.55	View chart
Ishares Gold Tr Ishares New (IAU)	0.2	$5.5M	+231%	112k	49.51	View chart
Ishares Tr Esg Scrd S&p Mid (XJH)	0.1	$5.5M	-5%	131k	41.84	View chart
Wisdomtree Tr Us Midcap Fund (EZM)	0.1	$5.5M		88k	62.52	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.1	$5.5M	+10%	62k	87.82	View chart
At&t (T)	0.1	$5.4M	+36%	238k	22.77	View chart
T Rowe Price Etf Cap Appreciation (TCAF)	0.1	$5.4M	+5%	161k	33.27	View chart
First Tr Nasdaq 100 Tech Ind SHS (QTEC)	0.1	$5.4M	+36%	28k	188.28	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.1	$5.3M	+8%	30k	178.08	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	0.1	$5.2M	+39%	121k	42.97	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.1	$5.2M	+5%	53k	98.47	View chart
Columbia Etf Tr I Resh Enhnc Cor (RECS)	0.1	$5.1M	+28%	148k	34.62	View chart
Diageo Spon Adr New (DEO)	0.1	$5.1M		40k	127.13	View chart
Edwards Lifesciences (EW)	0.1	$5.1M	-5%	69k	74.03	View chart
Honeywell International (HON)	0.1	$5.1M	+137%	22k	225.89	View chart
Investment Managers Ser Tr I Axs Change Finan (CHGX)	0.1	$5.1M		133k	37.97	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.1	$4.9M	+8%	47k	104.88	View chart
Marvell Technology (MRVL)	0.1	$4.9M	+10%	45k	110.45	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.1	$4.9M	+23%	14k	351.79	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$4.8M		110k	44.04	View chart
ConocoPhillips (COP)	0.1	$4.8M	+10%	48k	99.17	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.1	$4.8M	+75%	7.00	680920.00	View chart
Select Sector Spdr Tr Indl (XLI)	0.1	$4.7M	+24%	36k	131.77	View chart
Autodesk (ADSK)	0.1	$4.7M	+11%	16k	295.59	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.1	$4.6M	+3%	19k	242.17	View chart
Mondelez Intl Cl A (MDLZ)	0.1	$4.5M	-5%	76k	59.73	View chart
Raymond James Financial (RJF)	0.1	$4.5M	+3%	29k	155.33	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$4.5M		178k	25.25	View chart
Cadence Design Systems (CDNS)	0.1	$4.5M	+100%	15k	300.46	View chart
Ishares Tr Msci Eafe Etf (EFA)	0.1	$4.5M	+350%	59k	75.61	View chart
Cincinnati Financial Corporation (CINF)	0.1	$4.4M	+665%	31k	143.70	View chart
Best Buy (BBY)	0.1	$4.4M		51k	85.80	View chart
Amgen (AMGN)	0.1	$4.4M	+51%	17k	260.64	View chart
Ea Series Trust Strive 1000 Div (STXD)	0.1	$4.4M		133k	32.67	View chart
Applied Materials (AMAT)	0.1	$4.3M	+171%	27k	162.63	View chart
AmerisourceBergen (COR)	0.1	$4.3M	+6%	19k	224.82	View chart
Public Service Enterprise (PEG)	0.1	$4.3M	+3%	51k	84.49	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$4.3M	+53%	18k	232.51	View chart
Illinois Tool Works (ITW)	0.1	$4.3M	+5%	17k	253.57	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.1	$4.3M	+160%	48k	87.90	View chart
Steris Shs Usd (STE)	0.1	$4.2M	-3%	21k	205.58	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)	0.1	$4.2M		43k	97.92	View chart
Goldman Sachs (GS)	0.1	$4.2M	+74%	7.3k	572.63	View chart
Ishares Msci Emerg Mrkt (EEMV)	0.1	$4.2M	+6%	72k	57.99	View chart
Lockheed Martin Corporation (LMT)	0.1	$4.2M	+32%	8.6k	485.97	View chart
Ishares Tr Msci Eafe Min Vl (EFAV)	0.1	$4.1M	+1411%	59k	70.75	View chart
First Tr Exchange Traded Consumr Discre (FXD)	0.1	$4.1M	+32%	64k	64.63	View chart
Ecolab (ECL)	0.1	$4.1M	+34%	17k	234.32	View chart
Coca-Cola Company (KO)	0.1	$4.0M	+18%	65k	62.26	View chart
Ishares Tr Faln Angls Usd (FALN)	0.1	$4.0M	+82%	151k	26.71	View chart
Unilever Spon Adr New (UL)	0.1	$4.0M	+38%	71k	56.70	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$4.0M	+171%	18k	220.95	View chart
Vanguard World Consum Dis Etf (VCR)	0.1	$4.0M	+2%	11k	375.38	View chart
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)	0.1	$4.0M	+23%	50k	79.99	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PFEB)	0.1	$3.9M	+21%	107k	36.80	View chart
Spdr Ser Tr S&p Semicndctr (XSD)	0.1	$3.9M	+19%	16k	248.50	View chart
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)	0.1	$3.9M	+7%	145k	26.92	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	0.1	$3.9M	+28%	110k	35.26	View chart
Marsh & McLennan Companies (MMC)	0.1	$3.9M	+5%	18k	212.41	View chart
Netflix (NFLX)	0.1	$3.9M	+58%	4.3k	891.32	View chart
General Dynamics Corporation (GD)	0.1	$3.8M	+13%	15k	263.51	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.1	$3.8M	+32%	38k	100.34	View chart
Innovator Etfs Trust Prem Incm 30 Bar (APRJ)	0.1	$3.8M		156k	24.62	View chart
Stryker Corporation (SYK)	0.1	$3.8M	+30%	11k	360.05	View chart
Tidal Tr Ii Rtn Stacked Bd (RSBT)	0.1	$3.8M	-2%	228k	16.75	View chart
Innovator Etfs Trust Us Eqty Pwr Buf (PJAN)	0.1	$3.8M	NEW	90k	42.25	View chart
International Business Machines (IBM)	0.1	$3.8M	+37%	17k	219.82	View chart
Roper Industries (ROP)	0.1	$3.8M		7.2k	519.85	View chart
Diamondback Energy (FANG)	0.1	$3.8M		23k	163.83	View chart
Caterpillar (CAT)	0.1	$3.7M	+157%	10k	362.69	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$3.7M	+2%	22k	169.30	View chart
Nike CL B (NKE)	0.1	$3.7M	+25%	49k	75.67	View chart
Blackrock (BLK)	0.1	$3.7M	NEW	3.6k	1025.06	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	0.1	$3.7M	+218%	160k	23.18	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.1	$3.7M	+83%	63k	58.18	View chart
Ishares Tr Intrm Gov Cr Etf (GVI)	0.1	$3.7M	+21%	35k	104.23	View chart
Mettler-Toledo International (MTD)	0.1	$3.6M	+4%	3.0k	1223.68	View chart
Geron Corporation (GERN)	0.1	$3.6M		1.0M	3.54	View chart
Novartis Sponsored Adr (NVS)	0.1	$3.6M	+9%	37k	97.31	View chart
Proshares Tr S&p Mdcp 400 Div (REGL)	0.1	$3.6M	+3%	45k	80.66	View chart
Palo Alto Networks (PANW)	0.1	$3.6M	+131%	20k	181.96	View chart
Pfizer (PFE)	0.1	$3.6M	+5%	134k	26.53	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.1	$3.5M	+10%	45k	78.65	View chart
Becton, Dickinson and (BDX)	0.1	$3.5M	+11%	16k	226.88	View chart
Vanguard World Mega Grwth Ind (MGK)	0.1	$3.5M	+31%	10k	343.40	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$3.5M	+86%	8.8k	401.58	View chart
Pacer Fds Tr Pacer Us Small (CALF)	0.1	$3.5M	+3%	79k	44.01	View chart
Innovator Etfs Trust Defined Wlt Shld (BALT)	0.1	$3.4M	-2%	109k	31.42	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.1	$3.4M	+61%	25k	137.57	View chart
Ishares Tr Ibonds 2026 Term (IBHF)	0.1	$3.4M	+13%	148k	23.15	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.1	$3.4M	-89%	17k	198.18	View chart
Ishares Tr Core Div Grwth (DGRO)	0.1	$3.4M	+47%	55k	61.34	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$3.4M	+99%	69k	48.33	View chart
Vanguard World Industrial Etf (VIS)	0.1	$3.3M		13k	254.39	View chart
Independent Bank (INDB)	0.1	$3.3M		52k	64.19	View chart

Past Filings by World Investment Advisors

SEC 13F filings are viewable for World Investment Advisors going back to 2018

World Investment Advisors 2024 Q4 filed Feb. 12, 2025
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

View all past filings

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