World Investment Advisors
Top Portfolio Positions
797 positions ·
$2,888,660,061 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
870,139 | $220,832,576 | 7.64% | |
| MSFT |
Microsoft Corp
Technology
|
280,488 | $103,828,242 | 3.59% | |
| NVDA |
Nvidia Corp
Technology
|
478,696 | $83,484,582 | 2.89% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
381,974 | $79,553,724 | 2.75% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
270,534 | $77,794,757 | 2.69% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
240,938 | $70,874,322 | 2.45% | |
| AVGO |
Broadcom Inc.
Technology
|
177,753 | $55,016,331 | 1.90% | |
| META |
Meta Platforms, Inc.
Communication Services
|
94,088 | $53,830,567 | 1.86% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
92,381 | $53,320,465 | 1.85% | |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
558,715 | $52,139,283 | 1.80% |
Portfolio Trend
25 quarters · across all stocks
Holdings in UTG
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,274,832 | 32,455 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,306,039 | 63,041 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $1,802,313 | 45,490 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,455,195 | 40,221 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,913,091 | 58,792 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $354,199 | 11,177 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $262,709 | 8,007 | Shares | Sole | 2024-11-25 | |
| No 13F history on record for this holder in this stock. | ||||||