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 $287.65 million in total holdings as of June 30, 2026.
Investors Asset Management Of Georgia Inc /Ga/ /Adv owns shares of 195 different stocks, but just 74 companies or ETFs make up 80% of its holdings.
Approximately 3.93% of the portfolio was purchased this quarter.
About 1.39% of the portfolio was sold this quarter.
This quarter, Investors Asset Management Of Georgia Inc /Ga/ /Adv has purchased 182 new stocks and bought additional shares in 70 stocks.
Investors Asset Management Of Georgia Inc /Ga/ /Adv sold shares of 64 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Advanced Micro Devices: $15,514,944
Equifax: $13,785,293
JPMorgan Chase & Co.: $8,826,171
Bel Fuse: $8,228,595
Eli Lilly and Company: $8,177,292

Largest New Holdings this Quarter

86800U302 - SUPER MICRO COMPUTER INC: $935,920 Holding
438516205 - HONEYWELL INTL INC: $421,156 Holding
43849R105 - HONEYWELL AEROSPACE INC: $415,851 Holding
612160101 - AIRJOULE TECHNOLOGIES CORP: $336,278 Holding
670100205 - Novo Nordisk A/S: $272,539 Holding

Largest Purchases this Quarter

SUPER MICRO COMPUTER INC: 31,910 shares (about $935.92K)
Vanguard Mid-Cap ETF: 10,699 shares (about $862.04K)
Hewlett Packard Enterprise: 10,184 shares (about $459.40K)
HONEYWELL INTL INC: 1,881 shares (about $421.16K)
HONEYWELL AEROSPACE INC: 1,881 shares (about $415.85K)

Largest Sales this Quarter

ConocoPhillips: 2,450 shares (about $254.71K)
Caterpillar: 217 shares (about $231.09K)
Euronet Worldwide: 2,988 shares (about $218.69K)
Bel Fuse: 675 shares (about $196.58K)
Chevron: 1,068 shares (about $177.03K)

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
AMD Advanced Micro Devices	$15,514,944	$133,028 â–¼	-0.9%	26,708	5.4%	Technology
EFX Equifax	$13,785,293	$159 â–²	0.0%	86,853	4.8%	Industrials
JPM JPMorgan Chase & Co.	$8,826,171	$40,589 â–²	0.5%	26,964	3.1%	Finance
BELFB Bel Fuse	$8,228,595	$32,970 â–¼	-0.4%	24,708	2.9%	Technology
LLY Eli Lilly and Company	$8,177,292	$119,937 â–¼	-1.4%	6,818	2.8%	Healthcare
CAT Caterpillar	$7,930,543	$231,090 â–¼	-2.8%	7,447	2.8%	Industrials
IWM iShares Russell 2000 ETF	$7,884,896	$145,416 â–²	1.9%	26,244	2.7%	ETF
BELFA Bel Fuse	$7,311,620	$196,580 â–¼	-2.6%	25,106	2.5%	Technology
EEFT Euronet Worldwide	$6,757,267	$218,692 â–¼	-3.1%	92,325	2.3%	Finance
MSFT Microsoft	$5,520,603	$16,786 â–¼	-0.3%	14,800	1.9%	Technology
AAPL Apple	$5,164,158	$280,387 â–²	5.7%	17,847	1.8%	Technology
HD Home Depot	$4,949,388	$60,307 â–¼	-1.2%	14,034	1.7%	Consumer Discretionary
ABBV AbbVie	$4,678,492	$10,066 â–¼	-0.2%	18,592	1.6%	Healthcare
CVX Chevron	$4,677,694	$177,030 â–¼	-3.6%	28,220	1.6%	Energy
GE GE Aerospace	$4,070,017	$28,223 â–¼	-0.7%	10,960	1.4%	Industrials
INTC Intel	$3,953,880	$69,256 â–¼	-1.7%	28,317	1.4%	Technology
CSCO Cisco Systems	$3,511,356	$23,257 â–¼	-0.7%	29,894	1.2%	Technology
KO CocaCola	$3,278,738	$260,063 â–²	8.6%	40,344	1.1%	Consumer Staples
QQQ Invesco QQQ	$3,072,212	$45,656 â–²	1.5%	4,172	1.1%	ETF
SPY SPDR S&P 500 ETF Trust	$3,009,560	$301,703 â–²	11.1%	4,030	1.0%	ETF
AXP American Express	$2,986,960	$338 â–²	0.0%	8,831	1.0%	Finance
VYM Vanguard High Dividend Yield ETF	$2,780,283	$235,944 â–²	9.3%	17,593	1.0%	ETF
FIS Fidelity National Information Services	$2,716,536	$135,613 â–²	5.3%	69,870	0.9%	Finance
PM Philip Morris International	$2,711,660		0.0%	14,989	0.9%	Consumer Staples
VTI Vanguard Total Stock Market ETF	$2,699,499	$58,468 â–¼	-2.1%	7,295	0.9%	ETF
BAC Bank of America	$2,688,407	$172,534 â–²	6.9%	47,182	0.9%	Finance
MO Altria Group	$2,587,992	$288 â–²	0.0%	35,969	0.9%	Consumer Staples
GE VERNOVA INC	$2,575,293	$12,923 â–¼	-0.5%	2,192	0.9%	COM
JNJ Johnson & Johnson	$2,575,169	$265,898 â–²	11.5%	10,140	0.9%	Healthcare
BX Blackstone	$2,571,755	$33,771 â–²	1.3%	21,856	0.9%	Finance
IBM International Business Machines	$2,502,596	$55,682 â–²	2.3%	8,899	0.9%	Technology
OKE ONEOK	$2,472,942	$435 â–²	0.0%	28,444	0.9%	Energy
MRK Merck & Co., Inc.	$2,451,636	$61,423 â–²	2.6%	19,079	0.9%	Healthcare
GILD Gilead Sciences	$2,351,914	$379 â–²	0.0%	18,616	0.8%	Healthcare
MU Micron Technology	$2,307,426	$397,076 â–²	20.8%	1,999	0.8%	Technology
UPS United Parcel Service	$2,280,546	$104,169 â–²	4.8%	21,214	0.8%	Industrials
PFE Pfizer	$2,258,782	$17,988 â–¼	-0.8%	93,803	0.8%	Healthcare
RTX RTX	$2,151,236	$9,107 â–¼	-0.4%	11,338	0.7%	Industrials
COST Costco Wholesale	$2,114,162	$9,355 â–¼	-0.4%	2,260	0.7%	Consumer Staples
TT Trane Technologies	$2,098,236		0.0%	4,272	0.7%	Industrials
NOK Nokia	$2,087,749		0.0%	157,210	0.7%	Technology
TFC Truist Financial	$2,084,108	$100,437 â–²	5.1%	41,833	0.7%	Finance
LMT Lockheed Martin	$1,995,007	$71,323 â–²	3.7%	3,916	0.7%	Industrials
AVGO Broadcom	$1,990,743	$28,331 â–¼	-1.4%	5,270	0.7%	Technology
MCK McKesson	$1,990,549		0.0%	2,634	0.7%	Healthcare
MCD McDonald's	$1,857,055		0.0%	6,870	0.6%	Consumer Discretionary
HPE Hewlett Packard Enterprise	$1,796,636	$459,399 â–²	34.4%	39,828	0.6%	Technology
BA Boeing	$1,743,514	$21,648 â–¼	-1.2%	8,054	0.6%	Industrials
BP BP	$1,683,225	$128,771 â–¼	-7.1%	45,554	0.6%	Energy
ITW Illinois Tool Works	$1,649,867		0.0%	6,100	0.6%	Industrials
VOO Vanguard S&P 500 ETF	$1,613,957	$27,472 â–¼	-1.7%	2,350	0.6%	ETF
RF Regions Financial	$1,584,401	$52,095 â–²	3.4%	52,464	0.6%	Finance
WFC Wells Fargo & Company	$1,576,665	$83,383 â–²	5.6%	19,079	0.5%	Finance
TRV Travelers Companies	$1,489,171		0.0%	4,511	0.5%	Finance
TGT Target	$1,461,694	$72,360 â–²	5.2%	11,191	0.5%	Consumer Staples
XOM ExxonMobil	$1,449,623	$6,426 â–¼	-0.4%	10,603	0.5%	Energy
AZNCF AstraZeneca	$1,415,893		0.0%	7,467	0.5%	Healthcare
DIS Walt Disney	$1,413,661	$8,374 â–¼	-0.6%	14,687	0.5%	Communication Services
WALMART INC	$1,389,927	$339,893 â–²	32.4%	12,272	0.5%	COM
LUMN Lumen Technologies	$1,366,656	$13,056 â–²	1.0%	177,950	0.5%	Communication Services
STX Seagate Technology	$1,351,000		0.0%	1,400	0.5%	Technology
F Ford Motor	$1,315,277	$71,391 â–²	5.7%	94,624	0.5%	Consumer Discretionary
PINNACLE FINL PARTNERS INC	$1,315,203	$2,623 â–¼	-0.2%	13,037	0.5%	COM
AMZN Amazon.com	$1,303,560	$51,961 â–¼	-3.8%	5,469	0.5%	Consumer Discretionary
CVS CVS Health	$1,213,894	$62,691 â–²	5.4%	11,734	0.4%	Healthcare
OXY Occidental Petroleum	$1,201,860	$99,811 â–¼	-7.7%	24,745	0.4%	Energy
FCX Freeport-McMoRan	$1,197,628	$98,150 â–¼	-7.6%	19,145	0.4%	Materials
XLF Financial Select Sector SPDR Fund	$1,183,390	$20,908 â–²	1.8%	22,074	0.4%	ETF
NFLX Netflix	$1,179,912	$17,850 â–²	1.5%	16,525	0.4%	Communication Services
GLW Corning	$1,164,250	$102,172 â–¼	-8.1%	4,558	0.4%	Technology
WSBC WesBanco	$1,162,196		0.0%	29,777	0.4%	Finance
T AT&T	$1,142,152	$6,458 â–²	0.6%	55,176	0.4%	Communication Services
C Citigroup	$1,100,550	$59,205 â–²	5.7%	7,863	0.4%	Finance
VO Vanguard Mid-Cap ETF	$1,090,539	$862,037 â–²	377.3%	13,535	0.4%	ETF
PRTH Priority Technology	$1,084,108	$42,688 â–¼	-3.8%	162,535	0.4%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$1,035,772	$352,562 â–²	51.6%	4,868	0.4%	ETF
VZ Verizon Communications	$1,027,507	$14,480 â–²	1.4%	24,268	0.4%	Communication Services
COP ConocoPhillips	$1,016,563	$254,713 â–¼	-20.0%	9,778	0.4%	Energy
BMY Bristol Myers Squibb	$993,071	$20,224 â–²	2.1%	17,235	0.3%	Healthcare
VRT Vertiv	$977,674		0.0%	2,920	0.3%	Industrials
MDLZ Mondelez International	$977,033	$14,460 â–¼	-1.5%	16,892	0.3%	Consumer Staples
PG Procter & Gamble	$973,983	$6,599 â–¼	-0.7%	6,642	0.3%	Consumer Staples
MP MP Materials	$939,568	$159,629 â–²	20.5%	16,775	0.3%	Materials
SUPER MICRO COMPUTER INC	$935,920	$935,920 â–²	New Holding	31,910	0.3%	COM NEW
KMI Kinder Morgan	$883,651		0.0%	27,640	0.3%	Energy
CSX CSX	$882,768	$95 â–²	0.0%	18,573	0.3%	Industrials
ALL Allstate	$880,378		0.0%	3,700	0.3%	Finance
XLE Energy Select Sector SPDR Fund	$880,168	$3,771 â–¼	-0.4%	16,573	0.3%	ETF
MMM 3M	$860,066	$51,811 â–²	6.4%	5,312	0.3%	Industrials
GOOG Alphabet	$826,838	$101,765 â–²	14.0%	2,340	0.3%	Communication Services
LINDE PLC	$817,596	$519 â–²	0.1%	1,576	0.3%	SHS
AGM Federal Agricultural Mortgage	$813,105		0.0%	4,080	0.3%	Finance
NVDA NVIDIA	$806,319	$5,402 â–¼	-0.7%	4,030	0.3%	Technology
KHC Kraft Heinz	$782,103	$22,722 â–¼	-2.8%	33,112	0.3%	Consumer Staples
ORCL Oracle	$758,396	$43,965 â–²	6.2%	5,175	0.3%	Technology
KIMBERLY-CLARK CORP	$744,887	$54,335 â–²	7.9%	6,786	0.3%	COM
KEY KeyCorp	$736,248	$10,386 â–¼	-1.4%	32,041	0.3%	Finance
AFL Aflac	$736,027	$117 â–²	0.0%	6,277	0.3%	Finance
FITB Fifth Third Bancorp	$711,671	$28,185 â–²	4.1%	12,625	0.2%	Finance
HBAN Huntington Bancshares	$691,470	$17,730 â–²	2.6%	39,000	0.2%	Finance

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