World Investment Advisors

Q1 2025 13F-HR Holdings

Location
Santa Barbara, CA
Holdings as of
3/31/2025
Date filed
4/29/2025
Form type
13F-HR
Num holdings
1,050
Total value ($000)
$3,852,627
Net value change ($000)
+197,963 (5.4%)
New positions
116
Sold out positions
70
Turnover %
4.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/12/2025 Next filing: 8/4/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SPYM 63,900 376.1%
IVE 38,810 2424.1%
STIP 31,924 NEW
BIV 30,655 296.2%
SCHV 27,911 1983.7%
IJJ 25,787 3073.5%
VOE 19,272 1393.5%
IJS 18,129 2469.9%
EMXC 18,024 691.6%
DFAI 17,386 NEW
Top Reduces (Value $000, Stocks/ETFs)
DGRW -49,177 -82.0%
FLQL -40,462 -88.0%
IJK -34,867 -92.6%
VOT -26,460 -87.7%
IVW -25,899 -43.4%
SCHG -20,076 -60.6%
IJT -17,839 -89.5%
VO -15,522 -56.1%
AAPL -14,969 -9.9%
VBK -14,359 -90.3%
Instrument mix + QoQ Δ (ex-options)
Derivatives reported exposure ($000): 8,842 (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.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type