Pensionmark Financial Group

Latest statistics and disclosures from World Investment Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by Pensionmark Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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.

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

View all past filings