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
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 csv

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