Investors Asset Management Of Georgia Inc /Ga/ /Adv Top Holdings and 13F Report (2025) About Investors Asset Management Of Georgia Inc /Ga/ /AdvInvestment ActivityInvestors Asset Management Of Georgia Inc /Ga/ /Adv has $197.69 million in total holdings as of March 31, 2025.Investors Asset Management Of Georgia Inc /Ga/ /Adv owns shares of 161 different stocks, but just 62 companies or ETFs make up 80% of its holdings.Approximately 2.25% of the portfolio was purchased this quarter.About 4.63% of the portfolio was sold this quarter.This quarter, Investors Asset Management Of Georgia Inc /Ga/ /Adv has purchased 160 new stocks and bought additional shares in 34 stocks.Investors Asset Management Of Georgia Inc /Ga/ /Adv sold shares of 86 stocks and completely divested from 5 stocks this quarter.Largest Holdings Equifax $21,505,861JPMorgan Chase & Co. $6,654,287iShares Russell 2000 ETF $5,888,994Eli Lilly and Company $5,773,646CoreCard $5,606,101 Largest New Holdings this Quarter 950810101 - WesBanco $907,035 Holding74275G107 - Priority Technology $645,381 Holding747525103 - QUALCOMM $265,284 Holding031162100 - Amgen $231,793 Holding92204A876 - Vanguard Utilities ETF $201,456 Holding Largest Purchases this Quarter iShares Russell 2000 ETF 5,234 shares (about $1.04M)WesBanco 29,297 shares (about $907.04K)Priority Technology 94,700 shares (about $645.38K)QUALCOMM 1,727 shares (about $265.28K)Amgen 744 shares (about $231.79K) Largest Sales this Quarter Financial Select Sector SPDR Fund 63,514 shares (about $3.16M)Eli Lilly and Company 169 shares (about $139.57K)Microsoft 363 shares (about $136.27K)AbbVie 490 shares (about $102.67K)Bel Fuse 1,299 shares (about $97.24K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestors Asset Management Of Georgia Inc /Ga/ /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEFXEquifax$21,505,8610.0%88,29810.9%Business ServicesJPMJPMorgan Chase & Co.$6,654,287$85,855 ▼-1.3%27,1273.4%FinanceIWMiShares Russell 2000 ETF$5,888,994$1,044,139 ▲21.6%29,5203.0%FinanceLLYEli Lilly and Company$5,773,646$139,572 ▼-2.4%6,9912.9%MedicalCCRDCoreCard$5,606,101$77,459 ▼-1.4%299,6312.8%Business ServicesMSFTMicrosoft$5,492,423$136,269 ▼-2.4%14,6312.8%Computer and TechnologyHDHome Depot$5,103,428$70,000 ▼-1.4%13,9252.6%Retail/WholesaleFISFidelity National Information Services$5,031,118$75 ▲0.0%67,3692.5%Business ServicesCVXChevron$4,860,803$55,039 ▼-1.1%29,0562.5%EnergyBELFBBel Fuse$3,870,336$97,243 ▼-2.5%51,7012.0%Computer and TechnologyAAPLApple$3,627,082$94,181 ▼-2.5%16,3291.8%Computer and TechnologyABBVAbbVie$3,535,031$102,665 ▼-2.8%16,8721.8%MedicalAMDAdvanced Micro Devices$2,745,007$28,356 ▼-1.0%26,7181.4%Computer and TechnologyOKEONEOK$2,615,393$24,308 ▼-0.9%26,3601.3%EnergyKOCoca-Cola$2,564,831$16,902 ▼-0.7%35,8121.3%Consumer StaplesPMPhilip Morris International$2,509,363$19,841 ▼-0.8%15,8091.3%Consumer StaplesCATCaterpillar$2,493,270$24,735 ▼-1.0%7,5601.3%IndustrialsPFEPfizer$2,397,366$39,961 ▼-1.6%94,6081.2%MedicalGEGE Aerospace$2,296,663$55,034 ▼-2.3%11,5181.2%IndustrialsCOSTCostco Wholesale$2,241,4990.0%2,3701.1%Retail/WholesaleAXPAmerican Express$2,200,702$80,441 ▼-3.5%8,1801.1%FinanceMOAltria Group$2,166,422$12,964 ▼-0.6%36,0951.1%Consumer StaplesMCDMcDonald's$2,120,033$79,966 ▼-3.6%6,7871.1%Retail/WholesaleIBMInternational Business Machines$2,036,026$29,591 ▼-1.4%8,1881.0%Computer and TechnologyGILDGilead Sciences$2,030,407$38,768 ▼-1.9%18,1211.0%MedicalQQQInvesco QQQ$1,993,302$34,230 ▲1.7%4,2511.0%FinanceVYMVanguard High Dividend Yield ETF$1,982,274$147,403 ▲8.0%15,3711.0%ETFVTIVanguard Total Stock Market ETF$1,959,662$61,841 ▼-3.1%7,1301.0%ETFBACBank of America$1,841,083$51,954 ▼-2.7%44,1190.9%FinanceCSCOCisco Systems$1,836,725$64,548 ▼-3.4%29,7640.9%Computer and TechnologyMCKMcKesson$1,719,1460.0%2,5540.9%MedicalMRKMerck & Co., Inc.$1,642,322$6,193 ▼-0.4%18,2970.8%MedicalLMTLockheed Martin$1,623,480$35,740 ▼-2.2%3,6340.8%AerospaceXOMExxon Mobil$1,610,727$72,074 ▼-4.3%13,5430.8%EnergyBXBlackstone$1,526,885$2,097 ▲0.1%10,9230.8%FinanceITWIllinois Tool Works$1,512,8610.0%6,1000.8%IndustrialsBABoeing$1,504,622$9,380 ▼-0.6%8,8220.8%AerospaceJNJJohnson & Johnson$1,494,162$24,875 ▼-1.6%9,0100.8%MedicalTAT&T$1,487,090$21,436 ▼-1.4%52,5850.8%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,459,786$8,949 ▼-0.6%2,6100.7%FinanceRTXRTX$1,452,584$265 ▲0.0%10,9660.7%AerospaceTTTrane Technologies$1,450,4410.0%4,3050.7%ConstructionDISWalt Disney$1,352,238$9,870 ▼-0.7%13,7000.7%Consumer DiscretionaryWFCWells Fargo & Company$1,348,254$53,123 ▼-3.8%18,7810.7%FinanceCOPConocoPhillips$1,344,154$41,693 ▼-3.0%12,7990.7%EnergyVOOVanguard S&P 500 ETF$1,311,514$514 ▲0.0%2,5520.7%ETFOXYOccidental Petroleum$1,246,0880.0%25,2450.6%EnergyMDLZMondelez International$1,238,351$5,089 ▼-0.4%18,2510.6%Consumer StaplesBPBP$1,216,042$19,091 ▲1.6%35,9880.6%EnergyTRVTravelers Companies$1,153,310$39,669 ▼-3.3%4,3610.6%FinancePGProcter & Gamble$1,145,563$17,042 ▼-1.5%6,7220.6%Consumer StaplesTGTTarget$1,140,312$33,812 ▼-2.9%10,9270.6%Retail/WholesaleXLFFinancial Select Sector SPDR Fund$1,100,949$3,163,628 ▼-74.2%22,1030.6%ETFAVADEL PHARMACEUTICALS PLC$1,096,004$154,251 ▲16.4%139,9750.6%COM SHSRFRegions Financial$1,088,056$21,730 ▼-2.0%50,0720.6%FinanceSNVSynovus Financial$1,081,277$15,985 ▼-1.5%23,1340.5%FinanceAZNAstraZeneca$1,076,040$51,450 ▼-4.6%14,6400.5%MedicalKHCKraft Heinz$1,020,700$3,682 ▼-0.4%33,5430.5%Consumer StaplesVZVerizon Communications$998,859$176,085 ▲21.4%22,0210.5%Computer and TechnologyNFLXNetflix$946,5180.0%1,0150.5%Consumer DiscretionaryFFord Motor$920,008$17,452 ▼-1.9%91,7260.5%Auto/Tires/TrucksWSBCWesBanco$907,035$907,035 ▲New Holding29,2970.5%FinanceUPSUnited Parcel Service$887,839$75,343 ▲9.3%8,0720.4%TransportationAVGOBroadcom$882,356$3,349 ▼-0.4%5,2700.4%Computer and TechnologyFNFFidelity National Financial$866,3880.0%13,3130.4%FinanceWMTWalmart$852,265$8,779 ▼-1.0%9,7080.4%Retail/WholesaleNOKNokia Oyj$816,755$45,833 ▲5.9%154,9820.4%Computer and TechnologyXLEEnergy Select Sector SPDR Fund$775,705$25,885 ▼-3.2%8,3010.4%ETFMMM3M$773,512$16,155 ▼-2.0%5,2670.4%Multi-Sector ConglomeratesAFLAflac$769,652$111 ▲0.0%6,9220.4%FinanceAGMFederal Agricultural Mortgage$755,744$37,506 ▼-4.7%4,0300.4%FinanceLINDE PLC$754,4260.0%1,6200.4%SHSGE VERNOVA INC$737,862$4,884 ▼-0.7%2,4170.4%COMALLAllstate$696,842$18,638 ▼-2.6%3,3650.4%FinanceORCLOracle$678,0790.0%4,8500.3%Computer and TechnologyFCXFreeport-McMoRan$670,177$58,285 ▲9.5%17,6730.3%Basic MaterialsCVSCVS Health$658,162$12,872 ▼-1.9%9,7150.3%MedicalCLXClorox$655,507$3,681 ▼-0.6%4,4520.3%Consumer StaplesPRTHPriority Technology$645,381$645,381 ▲New Holding94,7000.3%Business ServicesKMIKinder Morgan$638,787$8,559 ▼-1.3%22,3900.3%EnergyABTAbbott Laboratories$628,0980.0%4,7350.3%MedicalIPInternational Paper$622,434$13,337 ▼-2.1%11,6670.3%Basic MaterialsINTCIntel$619,398$41,537 ▼-6.3%27,2740.3%Computer and TechnologyAMZNAmazon.com$577,439$24,734 ▲4.5%3,0350.3%Retail/WholesaleCCitigroup$548,420$1,775 ▼-0.3%7,7250.3%FinanceGISGeneral Mills$533,576$11,839 ▼-2.2%8,9240.3%Consumer StaplesBRK.BBerkshire Hathaway$532,580$5,326 ▲1.0%1,0000.3%FinanceWMBWilliams Companies$513,4500.0%8,5920.3%EnergyBMYBristol-Myers Squibb$512,789$9,087 ▼-1.7%8,4080.3%MedicalKMBKimberly-Clark$507,056$13,512 ▼-2.6%3,5650.3%Consumer StaplesODPODP$506,938$8,598 ▼-1.7%35,3760.3%Retail/WholesaleCSXCSX$503,517$8,741 ▼-1.7%17,1090.3%TransportationUNMUnum Group$482,732$23,460 ▼-4.6%5,9260.2%FinanceXLVHealth Care Select Sector SPDR Fund$472,931$13,871 ▼-2.8%3,2390.2%ETFDOWDOW$466,385$2,060 ▲0.4%13,3560.2%Basic MaterialsNVDANVIDIA$431,786$84,428 ▲24.3%3,9840.2%Computer and TechnologyDVNDevon Energy$431,027$9,387 ▼-2.1%11,5250.2%EnergyHPEHewlett Packard Enterprise$428,239$9,104 ▼-2.1%27,7540.2%Computer and TechnologyFITBFifth Third Bancorp$417,4800.0%10,6500.2%FinanceLOWLowe's Companies$396,491$3,498 ▼-0.9%1,7000.2%Retail/WholesaleShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
