Investors Asset Management Of Georgia Inc /Ga/ /Adv Top Holdings and 13F Report (2026)

About Investors Asset Management Of Georgia Inc /Ga/ /Adv

Investment Activity

Investors Asset Management Of Georgia Inc /Ga/ /Adv has $244.34 million in total holdings as of March 31, 2026.
Investors Asset Management Of Georgia Inc /Ga/ /Adv owns shares of 182 different stocks, but just 73 companies or ETFs make up 80% of its holdings.
Approximately 4.73% of the portfolio was purchased this quarter.
About 3.39% of the portfolio was sold this quarter.
This quarter, Investors Asset Management Of Georgia Inc /Ga/ /Adv has purchased 184 new stocks and bought additional shares in 90 stocks.
Investors Asset Management Of Georgia Inc /Ga/ /Adv sold shares of 37 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Equifax: $15,639,362
JPMorgan Chase & Co.: $7,895,295
Eli Lilly and Company: $6,362,645
iShares Russell 2000 ETF: $6,341,205
Euronet Worldwide: $6,325,924

Largest New Holdings this Quarter

G0593M107 - AstraZeneca: $1,472,642 Holding
72348N109 - PINNACLE FINL PARTNERS INC: $1,125,260 Holding
82509L107 - SHOPIFY INC: $591,321 Holding
21873S108 - COREWEAVE INC: $416,014 Holding
G01767105 - Alkermes: $303,487 Holding

Largest Purchases this Quarter

AstraZeneca: 7,467 shares (about $1.47M)
PINNACLE FINL PARTNERS INC: 13,063 shares (about $1.13M)
Blackstone: 5,821 shares (about $669.34K)
SHOPIFY INC: 4,985 shares (about $591.32K)
Netflix: 6,125 shares (about $588.92K)

Largest Sales this Quarter

iShares Russell 2000 ETF: 8,773 shares (about $2.16M)
Costco Wholesale: 100 shares (about $99.64K)
KIMBERLY-CLARK CORP: 770 shares (about $74.28K)
Constellation Brands: 474 shares (about $71.09K)
Warner Bros. Discovery: 1,847 shares (about $50.72K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
EFX Equifax	$15,639,362	$360 â–²	0.0%	86,852	6.4%	Business Services
JPM JPMorgan Chase & Co.	$7,895,295	$45,889 â–²	0.6%	26,840	3.2%	Finance
LLY Eli Lilly and Company	$6,362,645	$24,833 â–²	0.4%	6,918	2.6%	Medical
IWM iShares Russell 2000 ETF	$6,341,205	$2,159,604 â–¼	-25.4%	25,760	2.6%	Finance
EEFT Euronet Worldwide	$6,325,924	$152,784 â–²	2.5%	95,313	2.6%	Finance
CVX Chevron	$6,059,736	$46,139 â–¼	-0.8%	29,288	2.5%	Energy
MSFT Microsoft	$5,495,356	$68,484 â–²	1.3%	14,845	2.2%	Computer and Technology
AMD Advanced Micro Devices	$5,479,794	$10,172 â–¼	-0.2%	26,937	2.2%	Computer and Technology
CAT Caterpillar	$5,429,768	$93,519 â–²	1.8%	7,664	2.2%	Industrials
BELFB Bel Fuse	$4,911,387	$29,698 â–¼	-0.6%	24,807	2.0%	Computer and Technology
HD Home Depot	$4,671,767	$63,145 â–²	1.4%	14,205	1.9%	Retail/Wholesale
BELFA Bel Fuse	$4,645,736	$28,832 â–¼	-0.6%	25,781	1.9%	Computer and Technology
AAPL Apple	$4,283,353	$73,343 â–²	1.7%	16,878	1.8%	Computer and Technology
ABBV AbbVie	$4,052,336	$13,702 â–²	0.3%	18,632	1.7%	Medical
GE GE Aerospace	$3,114,810	$2,822 â–¼	-0.1%	11,036	1.3%	Aerospace
FIS Fidelity National Information Services	$3,113,981	$188 â–²	0.0%	66,382	1.3%	Business Services
KO CocaCola	$2,824,782	$31,941 â–²	1.1%	37,144	1.2%	Consumer Staples
AXP American Express	$2,671,000	$90,747 â–²	3.5%	8,830	1.1%	Finance
PFE Pfizer	$2,654,977	$84,886 â–²	3.3%	94,550	1.1%	Medical
GILD Gilead Sciences	$2,594,057	$67,315 â–²	2.7%	18,613	1.1%	Medical
OKE ONEOK	$2,570,614	$70,505 â–²	2.8%	28,439	1.1%	Energy
BX Blackstone	$2,480,164	$669,342 â–²	37.0%	21,569	1.0%	Finance
PM Philip Morris International	$2,478,281		0.0%	14,989	1.0%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$2,390,859	$34,004 â–¼	-1.4%	7,453	1.0%	ETF
VYM Vanguard High Dividend Yield ETF	$2,384,373	$5,924 â–²	0.2%	16,100	1.0%	Financial Services
MO Altria Group	$2,373,356	$33,325 â–²	1.4%	35,965	1.0%	Consumer Staples
QQQ Invesco QQQ	$2,372,171	$72,146 â–²	3.1%	4,110	1.0%	Finance
SPY SPDR S&P 500 ETF Trust	$2,358,122	$115,760 â–²	5.2%	3,626	1.0%	Finance
CSCO Cisco Systems	$2,334,807	$69,287 â–²	3.1%	30,092	1.0%	Computer and Technology
BP BP	$2,304,836	$68,244 â–²	3.1%	49,039	0.9%	Energy
LMT Lockheed Martin	$2,281,915	$88,231 â–²	4.0%	3,776	0.9%	Aerospace
MCK McKesson	$2,279,498	$4,327 â–¼	-0.2%	2,634	0.9%	Medical
COST Costco Wholesale	$2,261,896	$99,643 â–¼	-4.2%	2,270	0.9%	Retail/Wholesale
MRK Merck & Co., Inc.	$2,237,477	$57,498 â–²	2.6%	18,601	0.9%	Medical
JNJ Johnson & Johnson	$2,222,610	$4,889 â–¼	-0.2%	9,093	0.9%	Medical
RTX RTX	$2,196,374	$22,569 â–¼	-1.0%	11,386	0.9%	Aerospace
BAC Bank of America	$2,152,523	$19,793 â–²	0.9%	44,154	0.9%	Finance
MCD McDonald's	$2,135,043	$71,479 â–²	3.5%	6,870	0.9%	Retail/Wholesale
IBM International Business Machines	$2,108,958	$131,371 â–²	6.6%	8,701	0.9%	Computer and Technology
UPS United Parcel Service	$1,991,682	$400,894 â–²	25.2%	20,245	0.8%	Transportation
GE VERNOVA INC	$1,922,999	$21,823 â–¼	-1.1%	2,203	0.8%	COM
TFC Truist Financial	$1,830,410	$98,101 â–²	5.7%	39,817	0.7%	Finance
XOM ExxonMobil	$1,806,824	$6,956 â–²	0.4%	10,650	0.7%	Energy
TT Trane Technologies	$1,780,313		0.0%	4,272	0.7%	Construction
OXY Occidental Petroleum	$1,741,994	$104,000 â–²	6.3%	26,800	0.7%	Energy
AVGO Broadcom	$1,654,331	$23,213 â–²	1.4%	5,345	0.7%	Computer and Technology
BA Boeing	$1,622,950	$6,568 â–¼	-0.4%	8,154	0.7%	Aerospace
COP ConocoPhillips	$1,614,142	$53,198 â–²	3.4%	12,228	0.7%	Energy
T AT&T	$1,590,504	$29,338 â–²	1.9%	54,864	0.7%	Computer and Technology
ITW Illinois Tool Works	$1,587,769		0.0%	6,100	0.6%	Industrials
NFLX Netflix	$1,564,841	$588,919 â–²	60.3%	16,275	0.6%	Consumer Discretionary
AZNCF AstraZeneca	$1,472,642	$1,472,642 â–²	New Holding	7,467	0.6%	Medical
WFC Wells Fargo & Company	$1,438,524	$32,162 â–²	2.3%	18,070	0.6%	Finance
VOO Vanguard S&P 500 ETF	$1,428,253	$43,624 â–¼	-3.0%	2,390	0.6%	ETF
DIS Walt Disney	$1,423,941	$62,359 â–²	4.6%	14,774	0.6%	Consumer Discretionary
RF Regions Financial	$1,325,292	$32,206 â–²	2.5%	50,739	0.5%	Finance
TRV Travelers Companies	$1,315,768	$43,752 â–²	3.4%	4,511	0.5%	Finance
TGT Target	$1,289,227	$31,634 â–²	2.5%	10,637	0.5%	Retail/Wholesale
INTC Intel	$1,271,539	$32,436 â–²	2.6%	28,813	0.5%	Computer and Technology
NOK Nokia	$1,263,968		0.0%	157,210	0.5%	Computer and Technology
LUMN Lumen Technologies	$1,224,938	$77,145 â–²	6.7%	176,250	0.5%	Utilities
FCX Freeport-McMoRan	$1,212,398	$29,031 â–¼	-2.3%	20,714	0.5%	Basic Materials
VZ Verizon Communications	$1,201,102	$2,711 â–²	0.2%	23,926	0.5%	Computer and Technology
AMZN Amazon.com	$1,184,431	$323,443 â–²	37.6%	5,687	0.5%	Retail/Wholesale
WALMART INC	$1,152,200	$21,500 â–¼	-1.8%	9,271	0.5%	COM
PINNACLE FINL PARTNERS INC	$1,125,260	$1,125,260 â–²	New Holding	13,063	0.5%	COM
XLF Financial Select Sector SPDR Fund	$1,070,529	$12,096 â–¼	-1.1%	21,684	0.4%	ETF
F Ford Motor	$1,032,690	$7,709 â–¼	-0.7%	89,488	0.4%	Auto/Tires/Trucks
WSBC WesBanco	$1,027,009		0.0%	29,777	0.4%	Finance
BMY Bristol Myers Squibb	$1,024,043	$403,334 â–²	65.0%	16,884	0.4%	Medical
XLE Energy Select Sector SPDR Fund	$1,019,628	$5,881 â–¼	-0.6%	16,644	0.4%	ETF
MDLZ Mondelez International	$988,065	$26,918 â–¼	-2.7%	17,142	0.4%	Consumer Staples
PG Procter & Gamble	$965,870	$1,444 â–¼	-0.1%	6,687	0.4%	Consumer Staples
KMI Kinder Morgan	$926,769	$125,737 â–²	15.7%	27,640	0.4%	Energy
DOW DOW	$916,678	$459,234 â–²	100.4%	22,009	0.4%	Basic Materials
C Citigroup	$843,807	$28,354 â–¼	-3.3%	7,440	0.3%	Financial Services
VO Vanguard Mid-Cap ETF	$814,399	$130,086 â–²	19.0%	2,836	0.3%	ETF
CVS CVS Health	$799,247	$70,243 â–²	9.6%	11,128	0.3%	Medical
PRTH Priority Technology	$797,373	$8,260 â–²	1.0%	168,935	0.3%	Business Services
HON Honeywell International	$783,448	$68,942 â–²	9.6%	3,466	0.3%	Multi-Sector Conglomerates
LINDE PLC	$780,998		0.0%	1,575	0.3%	SHS
ALL Allstate	$767,158	$98,487 â–²	14.7%	3,700	0.3%	Finance
KHC Kraft Heinz	$766,324	$55,011 â–²	7.7%	34,074	0.3%	Consumer Staples
CSX CSX	$762,321	$123 â–²	0.0%	18,571	0.3%	Transportation
ZTS Zoetis	$734,261	$58,036 â–²	8.6%	6,212	0.3%	Medical
SPROTT ASSET MANAGEMENT LP	$731,700		0.0%	30,000	0.3%	PHYSICAL SILVER
VRT Vertiv	$731,694		0.0%	2,920	0.3%	Computer and Technology
MMM 3M	$724,988	$3,631 â–¼	-0.5%	4,992	0.3%	Multi-Sector Conglomerates
ORCL Oracle	$717,161	$1,912 â–²	0.3%	4,875	0.3%	Computer and Technology
NVDA NVIDIA	$707,549	$46,740 â–²	7.1%	4,057	0.3%	Computer and Technology
HPE Hewlett Packard Enterprise	$705,823	$52,858 â–²	8.1%	29,644	0.3%	Computer and Technology
AFL Aflac	$688,574	$21,833 â–¼	-3.1%	6,276	0.3%	Finance
GLW Corning	$674,139		0.0%	4,958	0.3%	Computer and Technology
MP MP Materials	$672,021	$164,084 â–²	32.3%	13,925	0.3%	Basic Materials
WMB Williams Companies	$656,715	$39,885 â–¼	-5.7%	9,023	0.3%	Energy
KEY KeyCorp	$649,790	$11,119 â–²	1.7%	32,493	0.3%	Finance
BUNGE GLOBAL SA	$626,885	$38,035 â–¼	-5.7%	4,928	0.3%	COM SHS
DBI Designer Brands	$618,581	$7,255 â–²	1.2%	108,714	0.3%	Retail/Wholesale
RSP Invesco S&P 500 Equal Weight ETF	$616,255	$321,466 â–²	109.0%	3,211	0.3%	ETF
KIMBERLY-CLARK CORP	$606,868	$74,279 â–¼	-10.9%	6,291	0.2%	COM

Showing largest 100 holdings. View all holdings.

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Investors Asset Management Of Georgia Inc /Ga/ /Adv Top Holdings and 13F Report (2026)

About Investors Asset Management Of Georgia Inc /Ga/ /Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Investors Asset Management Of Georgia Inc /Ga/ /Adv Top Holdings and 13F Report (2026)

About Investors Asset Management Of Georgia Inc /Ga/ /Adv

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofInvestors Asset Management Of Georgia Inc /Ga/ /Adv

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools