World Investment Advisors

Q4 2024 13F-HR Holdings

Location
Santa Barbara, CA
Holdings as of
12/31/2024
Date filed
2/12/2025
Form type
13F-HR
Num holdings
1,004
Total value ($000)
$3,654,664
Net value change ($000)
+465,804 (14.6%)
New positions
158
Sold out positions
57
Turnover %
3.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/25/2024 Next filing: 4/29/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
IJK 35,184 1421.6%
IVW 33,645 129.2%
AAPL 31,988 26.7%
VOT 28,560 1779.4%
SCHG 22,756 219.3%
IJT 18,265 1098.3%
NVDA 15,971 88.7%
VBK 15,279 2468.3%
AMZN 13,470 33.7%
AVGO 12,932 57.0%
Top Reduces (Value $000, Stocks/ETFs)
IJS -38,494 -98.1%
VBR -28,439 -89.3%
IJJ -21,224 -96.2%
IVE -20,619 -92.8%
VOE -16,877 -92.4%
SCHV -16,040 -91.9%
USMV -10,818 -61.8%
VGIT -9,052 -82.6%
MUB -8,532 -31.3%
ICE -6,579 -77.4%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,934 (0.2% of total reported value)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type