World Investment Advisors
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 15, 2024), World Investment Advisors reported 620 stock positions worth $1.6 billion. Its top holding was Vanguard S&P 500 ETF (VOO) at 5.2% of the portfolio, followed by Apple (AAPL, 4.7%) and iShares S&P 500 Growth ETF (IVW, 2.9%). Compared with Q1 2024, it opened 240 new positions, sold out of 15, added to 295 and reduced 56. The biggest buy was Vanguard S&P 500 ETF (VOO, shares +6333%) and the biggest sale iShares S&P Mid-Cap 400 Grow (IJK, shares −87%).
- Most Recent 13F
- Q2 2026
- Location
- LINCROFT, NJ
- CIK
- 0001652594
- Portfolio Value
- $1.6B (Q2 2024)
- SEC Filing
- 0001062993-24-015117 ↗ filed Aug 15, 2024
Holdings Value
Holdings 620 stocks · $1.6B
| VOO Vanguard S&P 500 ETF | 5.23% | 168,103 | $84.1M | Add +6333.3% |
| AAPL Apple Inc. | 4.74% | 361,513 | $76.1M | Add +770.2% |
| IVW iShares S&P 500 Growth ETF | 2.92% | 403,909 | $46.9M | Reduce -5.8% |
| SCHG Schwab US Large-Cap Growth | 2.56% | 408,331 | $41.2M | Add +17.5% |
| SLQD iShares 0-5 YR Inv GRD Corp. | 2.42% | 788,655 | $38.9M | Add +73.2% |
| MUB iShares National Muni Bond E | 1.65% | 248,136 | $26.4M | Add +10019.7% |
| AVUS Avantis U.S. Equity ETF | 1.55% | 275,556 | $24.9M | New |
| MSFT Microsoft Corp. | 1.53% | 54,863 | $24.5M | Add +265.2% |
| SMMD iShares Russell 2500 ETF | 1.37% | 352,100 | $22.0M | New |
| GOOG Alphabet Inc. Class C | 1.33% | 116,875 | $21.4M | Add +905.5% |
| SPY SS SPDR S&P 500 ETF Trust-US | 1.33% | 39,150 | $21.3M | Add +393.8% |
| IJK iShares S&P Mid-Cap 400 Grow | 1.29% | 37,894 | $20.7M | Reduce -87.4% |
| IXUS iShares Core Intl Stock ETF | 1.26% | 292,139 | $20.3M | Add +0.7% |
| IJT iShares S&P Small-Cap 600 GR | 1.23% | 225,871 | $19.7M | Add +43.6% |
| QQQ Invesco QQQ Trust Series 1 | 1.19% | 39,840 | $19.1M | Add +256.4% |
| AMZN Amazon.com Inc. | 1.18% | 97,985 | $18.9M | Add +626.2% |
| SCHF Schwab Intl Equity ETF | 1.17% | 488,781 | $18.8M | Add +12.5% |
| IVV iShares Core S&P 500 ETF | 1.10% | 32,262 | $17.7M | Add +1112.0% |
| SCHO Schwab Short-Term US Treas | 1.03% | 342,700 | $16.5M | New |
| IJR iShares Core S&P Small-Cap E | 1.01% | 152,005 | $16.2M | Add +28.4% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.99% | 68,964 | $15.8M | New |
| VEA Vanguard Ftse Developed ETF | 0.96% | 312,554 | $15.4M | Add +1338.8% |
| VBK Van Morst SML-Cap Gro-Usd Inc. | 0.93% | 59,986 | $15.0M | New |
| JPM JPMorgan Chase & Co. | 0.87% | 68,933 | $13.9M | Add +626.3% |
| BSV Vanguard Short-Term Bond ETF | 0.85% | 178,321 | $13.7M | New |
| AVDE Avantis International Equity | 0.84% | 216,884 | $13.5M | New |
| LLY Eli Lilly & Co. | 0.74% | 13,077 | $11.8M | New |
| SPYM Ste STR SPDR PT S&P 500 ETF | 0.67% | 168,116 | $10.8M | Add +1817.4% |
| PEP Pepsico Inc. | 0.63% | 61,615 | $10.2M | Add +399.7% |
| PRF Invesco Rafi US 1000 ETF | 0.62% | 264,329 | $10.0M | Add +6.7% |
| MBB iShares MBS ETF | 0.61% | 106,401 | $9.8M | Add +3728.8% |
| META Meta Platforms Inc. Class A | 0.60% | 19,114 | $9.6M | Add +3533.8% |
| VGIT Vanguard Intermediate-Term T | 0.57% | 158,552 | $9.2M | Add +2341.9% |
| XOM Exxon Mobil Corp. | 0.57% | 80,086 | $9.2M | Add +909.5% |
| IWY iShares Russell Top 200 Grow | 0.56% | 42,197 | $9.1M | Add +1.2% |
| ABBV Abbvie Inc. | 0.56% | 52,121 | $8.9M | Add +2135.0% |
| COST Costco Wholesale Corp. | 0.56% | 10,505 | $8.9M | Add +304.7% |
| ILCG iShares Morningstar Growth E | 0.55% | 109,403 | $8.9M | Add +3.3% |
| NVDA Nvidia Corp. | 0.55% | 71,060 | $8.8M | Add +477.3% |
| MDY State Street SPDR S&P Midcap | 0.54% | 16,289 | $8.7M | Add +60.8% |
| COWZ Pacer US Cash Cows 100 ETF | 0.53% | 155,860 | $8.5M | Reduce -2.1% |
| GOOGL Alphabet Inc. Class A | 0.53% | 46,444 | $8.5M | Add +1526.8% |
| BX Blackstone Inc. | 0.53% | 68,285 | $8.5M | Add +2.0% |
| LRGF iShares US Equity Factor ETF | 0.52% | 149,855 | $8.3M | Reduce -1.1% |
| TMO Thermo Fisher Scientific Inc. | 0.50% | 14,540 | $8.0M | Add +578.2% |
| SHY iShares 1-3 Year Treasury Bo | 0.48% | 94,814 | $7.7M | Add +26.6% |
| PCH Potlatchdeltic Corp. | 0.45% | 185,425 | $7.3M | Add +0.2% |
| V Visa Inc. Class A | 0.44% | 26,979 | $7.1M | Add +284.5% |
| WMT Walmart Inc. | 0.42% | 100,332 | $6.8M | Add +70.7% |
| FBND Fidelity Total Bond ETF | 0.42% | 149,728 | $6.7M | Add +12.6% |
| SMTH Alps SMTH Cor BD Plus ETF | 0.42% | 264,225 | $6.7M | New |
| GTO Invesco Total Return Bond Et filed as POWERSHARES ACTIVELY MANAGED | 0.42% | 143,942 | $6.7M | Add +6.1% |
| COWG Pacer US LRG Cap Cows GR LD | 0.41% | 241,100 | $6.5M | Add +23.3% |
| SIVR Abrdn Physical Silver Shares | 0.41% | 234,928 | $6.5M | Reduce -1.3% |
| FDVV Fidelity High Dividend ETF | 0.40% | 138,642 | $6.5M | Add +99.6% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 0.39% | 25,128 | $6.3M | Add +1118.6% |
| UNH Unitedhealth Group Inc. | 0.39% | 12,251 | $6.2M | Add +387.7% |
| DBEF Xtrackers MSCI Eafe Hedged E | 0.38% | 145,671 | $6.0M | Add +8.2% |
| CSCO Cisco Systems Inc. | 0.36% | 120,754 | $5.7M | New |
| CVX Chevron Corp. | 0.36% | 36,489 | $5.7M | Add +607.8% |
| JEPI JPMorgan Equity Premium Inco | 0.34% | 95,005 | $5.4M | Add +320.2% |
| MDLZ Mondelez International Inc. Class A | 0.33% | 82,180 | $5.4M | Add +817.3% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 67,607 | $5.3M | New |
| NOBL Proshares S&P 500 Dividend A | 0.33% | 54,511 | $5.2M | Add +34.2% |
| ADBE Adobe Inc. | 0.32% | 9,381 | $5.2M | Add +356.9% |
| VGLT Vanguard Long-Term Treasury | 0.32% | 90,251 | $5.2M | New |
| VB Vanguard Most SM-Cap ETF-Usd | 0.32% | 23,786 | $5.2M | Add +1223.7% |
| ABT Abbott Laboratories | 0.32% | 48,920 | $5.1M | Add +491.3% |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | 0.31% | 110,392 | $5.0M | Add +744.9% |
| XLG Invesco S&P 500 Top 50 ETF | 0.31% | 107,184 | $4.9M | Add +10.7% |
| LOW Lowe's Cos Inc. | 0.30% | 22,044 | $4.9M | New |
| BRK.B Berkshire Hathaway Inc. Class B | 0.30% | 11,814 | $4.8M | Add +33.0% |
| ZTS Zoetis Inc. | 0.29% | 26,527 | $4.6M | Add +335.9% |
| SPGP Invesco S&P 500 Garp ETF | 0.28% | 43,118 | $4.4M | Reduce -14.9% |
| QUAL iShares MSCI USA Quality Fac | 0.27% | 25,693 | $4.4M | New |
| IEFA iShares Core MSCI Eafe ETF | 0.27% | 59,656 | $4.3M | Add +15.2% |
| SUB iShares Short-Term National | 0.27% | 41,409 | $4.3M | New |
| TCAF T Rowe PRC Cap Appreciation | 0.27% | 136,024 | $4.3M | Add +56.9% |
| OMFL Invesco Russell 1000 DYN M/F | 0.27% | 81,355 | $4.3M | Reduce -8.1% |
| USMV iShares MSCI USA Min Vol Fac | 0.27% | 50,748 | $4.3M | New |
| HD Home Depot Inc. | 0.27% | 12,376 | $4.3M | Add +143.2% |
| STXD Strive 1000 Dividend Growth | 0.26% | 135,266 | $4.2M | Reduce -0.4% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.26% | 83,065 | $4.2M | Add +0.1% |
| JNJ Johnson & Johnson | 0.26% | 28,574 | $4.2M | Add +430.3% |
| RWL Invesco S&P 500 Revenue ETF | 0.25% | 43,327 | $4.0M | Add +0.3% |
| MTD Mettler-Toledo International | 0.25% | 2,853 | $4.0M | Add +97.8% |
| RSBT RTRN STCK BNDS & MNG Futures | 0.25% | 216,693 | $4.0M | Add +316.4% |
| UNP Union Pacific Corp. | 0.25% | 17,521 | $4.0M | Add +1174.3% |
| ROP Roper Technologies Inc. | 0.25% | 7,011 | $4.0M | Add +189.8% |
| EEMV iShares MSCI Emg MKT Min Vol | 0.24% | 66,095 | $3.8M | Add +8.4% |
| RDVY First Trust Rising Dividend | 0.23% | 67,106 | $3.7M | Add +53.8% |
| ACN Accenture PLC Class A | 0.23% | 11,972 | $3.6M | Add +841.9% |
| ITW Illinois Tool Works | 0.22% | 14,972 | $3.5M | Add +89.0% |
| SMH Vaneck Semiconductor ETF | 0.22% | 13,529 | $3.5M | Add +1183.6% |
| MCHP Microchip Technology Inc. | 0.22% | 38,405 | $3.5M | Add +105.1% |
| AVGO Broadcom Inc. | 0.22% | 2,186 | $3.5M | Add +834.2% |
| ORCL Oracle Corp. | 0.21% | 24,369 | $3.4M | Add +330.4% |
| SCZ iShares MSCI Eafe Small-Cap | 0.21% | 54,475 | $3.4M | Add +23.4% |
| CGMU Cap Group Municipal Income | 0.21% | 124,303 | $3.3M | Add +18.4% |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.20% | 20,490 | $3.3M | New |
Portfolio Sells Q1 2024 → Q2 2024
| IJK iShares S&P Mid-Cap 400 Grow | Reduce -87.4% | 1.29% | −2.65 |
| IVW iShares S&P 500 Growth ETF | Reduce -5.8% | 2.92% | −2.26 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -2.1% | 0.53% | −0.80 |
| LRGF iShares US Equity Factor ETF | Reduce -1.1% | 0.52% | −0.65 |
| SPGP Invesco S&P 500 Garp ETF | Reduce -14.9% | 0.28% | −0.50 |
| OMFL Invesco Russell 1000 DYN M/F | Reduce -8.1% | 0.27% | −0.43 |
| IJS iShares S&P Small-Cap 600 Va | Reduce -83.3% | 0.03% | −0.42 |
| SIVR Abrdn Physical Silver Shares | Reduce -1.3% | 0.41% | −0.40 |
| STXD Strive 1000 Dividend Growth | Reduce -0.4% | 0.26% | −0.34 |
| FALN iShares Fallen Angels ETF | Reduce -46.0% | 0.10% | −0.32 |
| AGG iShares Core U.S. Aggregate | Reduce -27.2% | 0.10% | −0.22 |
| UAPR Innovator U.S. Equity Ultra | Reduce -1.4% | 0.13% | −0.16 |
| JANH Innov Prem Inc. 20 Barr - Jan | Reduce -24.1% | 0.08% | −0.15 |
| SGOL Abrdn Physical Gold Shares | Reduce -1.6% | 0.12% | −0.15 |
| VLU SS SPDR S&P 1500 Value Tilt | Reduce -16.3% | 0.08% | −0.15 |
| EL Estee Lauder Companies Class A | Sold out | 0.00% | −0.15 |
| DFAC Dimensional US Core Equity 2 | Reduce -48.8% | 0.04% | −0.13 |
| IMCB iShares Morningstar Mid-Cap | Reduce -0.1% | 0.09% | −0.13 |
| HGER Harbor Commodity All Weather | Reduce -6.1% | 0.09% | −0.12 |
| LCTU iShares U.S. Carbon Transiti | Reduce -0.6% | 0.08% | −0.10 |
| VOOV Vanguard S&P 500 Value ETF | Reduce -5.2% | 0.07% | −0.10 |
| BBUS JPMorgan Betabuilders US Equ | Sold out | 0.00% | −0.09 |
| CWB SS SPDR BB Conv Sec ETF | Reduce -0.8% | 0.06% | −0.08 |
| USFR Wisdomtree Floating Rate Tre | Reduce -35.8% | 0.03% | −0.08 |
| SCHA Schwab US Small-Cap ETF | Reduce -3.3% | 0.05% | −0.07 |
| SSNC Ss&c Technologies Holdings | Reduce -2.9% | 0.05% | −0.07 |
| BAH Booz Allen Hamilton Holdings | Reduce -3.1% | 0.05% | −0.07 |
| APO Apollo Global Management Inc. | Reduce -5.6% | 0.05% | −0.06 |
| VFVA Vanguard U.S. Value Factor | Reduce -59.6% | 0.01% | −0.06 |
| EAGG iShares ESG Aware US Aggrega | Reduce -2.4% | 0.05% | −0.06 |
| DFAX Dimensional World Ex US Core | Reduce -59.2% | 0.01% | −0.06 |
| SFLR Innovator Eqty MGD Floor ETF | Reduce -1.4% | 0.05% | −0.06 |
| BOND PIMCO Active Bond Exchange-T | Sold out | 0.00% | −0.06 |
| SOXX iShares Semiconductor ETF | Reduce -56.8% | 0.01% | −0.06 |
| SCHM Schwab US Mid Cap ETF | Reduce -6.0% | 0.03% | −0.05 |
| FLRG Fidelity US Multifactor ETF | Reduce -0.5% | 0.04% | −0.05 |
| HYMB SS SPDR N Ice HY Muni ETF | Reduce -2.3% | 0.03% | −0.05 |
| BNDI Neos Enhanced Inc. Agg BD ETF | Sold out | 0.00% | −0.05 |
| MDYV SS SPDR S&P 400 MC Val ETF | Sold out | 0.00% | −0.05 |
| IVLU iShares MSCI International V | Sold out | 0.00% | −0.04 |
| VONE Vanguard Russell 1000 | Reduce -4.8% | 0.03% | −0.04 |
| ACWV iShares MSCI Global Min Vol | Reduce -12.0% | 0.02% | −0.04 |
| HDEF Xtrackers MSCI Eafe High Div | Reduce -13.8% | 0.02% | −0.04 |
| FXO First Trust Financial Alphad | Reduce -1.5% | 0.03% | −0.04 |
| QEFA STSR SPD MSC Eaf Stgfs-US Inc. | Sold out | 0.00% | −0.04 |
| VMBS Vanguard Mortgage-Backed Sec | Reduce -13.6% | 0.02% | −0.03 |
| TRV The Travelers Cos Inc. | Sold out | 0.00% | −0.03 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -2.0% | 0.02% | −0.03 |
| CVBF CVB Financial Corp. | Reduce -1.3% | 0.02% | −0.03 |
| WMS Advanced Drainage Systems Inc. | Sold out | 0.00% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| VOO Vanguard S&P 500 ETF | Add +6333.3% | 5.23% | +5.05 |
| AAPL Apple Inc. | Add +770.2% | 4.74% | +3.30 |
| MUB iShares National Muni Bond E | Add +10019.7% | 1.65% | +1.61 |
| AVUS Avantis U.S. Equity ETF | New | 1.55% | +1.55 |
| SMMD iShares Russell 2500 ETF | New | 1.37% | +1.37 |
| SCHO Schwab Short-Term US Treas | New | 1.03% | +1.03 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | New | 0.99% | +0.99 |
| VBK Van Morst SML-Cap Gro-Usd Inc. | New | 0.93% | +0.93 |
| IVV iShares Core S&P 500 ETF | Add +1112.0% | 1.10% | +0.90 |
| BSV Vanguard Short-Term Bond ETF | New | 0.85% | +0.85 |
| AVDE Avantis International Equity | New | 0.84% | +0.84 |
| VEA Vanguard Ftse Developed ETF | Add +1338.8% | 0.96% | +0.81 |
| LLY Eli Lilly & Co. | New | 0.74% | +0.74 |
| GOOG Alphabet Inc. Class C | Add +905.5% | 1.33% | +0.70 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +1817.4% | 0.67% | +0.59 |
| MBB iShares MBS ETF | Add +3728.8% | 0.61% | +0.57 |
| META Meta Platforms Inc. Class A | Add +3533.8% | 0.60% | +0.56 |
| VGIT Vanguard Intermediate-Term T | Add +2341.9% | 0.57% | +0.52 |
| ABBV Abbvie Inc. | Add +2135.0% | 0.56% | +0.49 |
| GOOGL Alphabet Inc. Class A | Add +1526.8% | 0.53% | +0.46 |
| XOM Exxon Mobil Corp. | Add +909.5% | 0.57% | +0.43 |
| JPM JPMorgan Chase & Co. | Add +626.3% | 0.87% | +0.43 |
| SMTH Alps SMTH Cor BD Plus ETF | New | 0.42% | +0.42 |
| NVDA Nvidia Corp. | Add +477.3% | 0.55% | +0.39 |
| CSCO Cisco Systems Inc. | New | 0.36% | +0.36 |
| AMZN Amazon.com Inc. | Add +626.2% | 1.18% | +0.33 |
| SCHD Schwab US DVD Equity ETF | New | 0.33% | +0.33 |
| VGLT Vanguard Long-Term Treasury | New | 0.32% | +0.32 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +1118.6% | 0.39% | +0.32 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +393.8% | 1.33% | +0.32 |
| LOW Lowe's Cos Inc. | New | 0.30% | +0.30 |
| QUAL iShares MSCI USA Quality Fac | New | 0.27% | +0.27 |
| SUB iShares Short-Term National | New | 0.27% | +0.27 |
| USMV iShares MSCI USA Min Vol Fac | New | 0.27% | +0.27 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +1223.7% | 0.32% | +0.26 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | Add +744.9% | 0.31% | +0.23 |
| VTV Vanguard Mrngstr Val ETF-Aui | New | 0.20% | +0.20 |
| MSFT Microsoft Corp. | Add +265.2% | 1.53% | +0.20 |
| UNP Union Pacific Corp. | Add +1174.3% | 0.25% | +0.20 |
| MDT Medtronic PLC | New | 0.20% | +0.20 |
| NKE Nike Inc. Class B | New | 0.19% | +0.19 |
| SMH Vaneck Semiconductor ETF | Add +1183.6% | 0.22% | +0.19 |
| FTCS First Trust Capital Strength | New | 0.18% | +0.18 |
| AVGO Broadcom Inc. | Add +834.2% | 0.22% | +0.17 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | New | 0.17% | +0.17 |
| ACN Accenture PLC Class A | Add +841.9% | 0.23% | +0.16 |
| CALF PCR US SM CP CSH CWS ETF-Usd | Add +1772.0% | 0.20% | +0.16 |
| SRLN SS Blackstone Sr Loan ETF | New | 0.16% | +0.16 |
| FDX FedEx Corp. | New | 0.16% | +0.16 |
| QQQ Invesco QQQ Trust Series 1 | Add +256.4% | 1.19% | +0.16 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 1,521 | $6.0B | AAPL, VOO, MSFT, BSV, SPYM |
| Q1 2026 | 1,553 | $6.2B | AAPL, VOO, MSFT, BSV, SPYM |
| Q4 2025Amended | 1,443 | $6.1B | AAPL, VOO, MSFT, SPYM, NVDA |
| Q3 2025 | 1,224 | $4.9B | AAPL, VOO, MSFT, SPYM, IVW |
| Q2 2025 | 1,120 | $4.4B | AAPL, VOO, MSFT, SPYM, IVW |
| Q1 2025 | 1,044 | $3.8B | AAPL, VOO, SPYM, MSFT, BSV |
| Q4 2024 | 996 | $3.6B | AAPL, VOO, MSFT, DGRW, IVW |
| Q3 2024Amended | 895 | $3.2B | AAPL, VOO, MSFT, DGRW, CHD |
| Q2 2024 | 620 | $1.6B | VOO, AAPL, IVW, SCHG, SLQD |
| Q1 2024 | 394 | $698.9M | IVW, SCHG, IJK, SLQD, IJT |