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CIK: 0000867926
Total reported value
$287.7M
$287.7M
162 檔
18.0%
During the Q2 2024 filing period, Investors Asset Management Of Georgia Inc /ga/ /adv (CIK: 0000867926) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $287.7M across 162 reported positions.
During Q2 2024, Investors Asset Management Of Georgia Inc /ga/ /adv's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | Stock-Industrials | 11.64% | -1.61% | +0.15% | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 3.97% | +0.14% | +80.45% | |
| 3 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.52% | +0.24% | -1.78% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.29% | -0.33% | -1.62% | |
| 5 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.71% | -0.16% | +0.00% | |
| 6 | FIS | Fidelity National Info Serv | Stock-Tech | 2.47% | -0.33% | +0.15% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.40% | -0.19% | +0.06% | |
| 8 | CVX | Chevron CORP | Stock-Energy | 2.24% | -0.85% | -2.49% | |
| 9 | 35Y | Corecard CORP | Stock-Other | 2.18% | — | +0.62% | |
| 10 | AMD | Advanced Micro Devices | Stock-Tech | 2.16% | +3.15% | -3.95% | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 1.95% | +0.01% | +1.31% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.72% | +0.05% | — | |
| 13 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 1.71% | +0.85% | -2.00% | |
| 14 | XLF | Ss Financial Select Sector | ETF-Other | 1.61% | -0.03% | -4.10% | |
| 15 | ABBV | Abbvie Inc | Stock-Healthcare | 1.50% | -0.03% | -0.45% | |
| 16 | CAT | Caterpillar Inc | Stock-Industrials | 1.26% | +0.54% | — | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.14% | -0.02% | +1.45% | |
| 18 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.12% | -0.07% | -0.52% | |
| 19 | PFE | Pfizer Inc | Stock-Healthcare | 1.09% | -0.30% | +11.49% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.07% | +0.10% | -0.52% | |
| 21 | OKE | Oneok Inc | Stock-Energy | 1.06% | -0.19% | +0.02% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.19% | -5.89% | |
| 23 | AXP | American Express Co | Stock-Financials | 0.96% | -0.05% | +0.01% | |
| 24 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.96% | -0.04% | -1.02% | |
| 25 | PM | Philip Morris International | Stock-Consumer Staples | 0.93% | -0.07% | — | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.91% | +0.05% | -0.40% | |
| 27 | GE | General Electric | Stock-Industrials | 0.91% | +0.14% | — | |
| 28 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.88% | -0.22% | -0.21% | |
| 29 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | -0.24% | -0.40% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.83% | -0.01% | +0.41% | |
| 31 | MO | Altria Group Inc | Stock-Consumer Staples | 0.81% | -0.07% | -1.61% | |
| 32 | TGT | Target CORP | Stock-Consumer Disc | 0.81% | -0.02% | -0.21% | |
| 33 | XOM | Exxon Mobil CORP | Stock-Energy | 0.79% | -0.24% | -0.91% | |
| 34 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.78% | -0.29% | -1.47% | |
| 35 | BA | Boeing Co/the | Stock-Industrials | 0.76% | -0.05% | +0.59% | |
| 36 | BX | Blackstone Inc | Stock-Financials | 0.75% | -0.12% | -0.16% | |
| 37 | COP | Conocophillips | Stock-Energy | 0.75% | -0.31% | -1.82% | |
| 38 | MCK | Mckesson CORP | Stock-Healthcare | 0.73% | -0.24% | — | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.73% | +0.26% | +0.33% | |
| 40 | BP | Bp Plc-spons Adr | Stock-Energy | 0.73% | -0.35% | -4.58% | |
| 41 | ODP1 | Odp Corp/the | Stock-Other | 0.72% | — | — | |
| 42 | IBM | Intl Business Machines CORP | Stock-Tech | 0.71% | +0.01% | +1.04% | |
| 43 | TT | Trane Technologies plc | Stock-Industrials | 0.71% | — | -2.21% | |
| 44 | ITW | Illinois Tool Works | Stock-Industrials | 0.70% | -0.08% | — | |
| 45 | AMSWAUSD | American Software Inc-cl A | Stock-Other | 0.69% | — | +0.62% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.01% | +4.29% | |
| 47 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.65% | -0.09% | +1.48% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.65% | +0.08% | +15.39% | |
| 49 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.02% | +0.89% | |
| 50 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.62% | -0.24% | -2.98% |
According to official SEC Form 13F filings, Investors Asset Management Of Georgia Inc /ga/ /adv reported a total U.S. public equity portfolio value of $287.7M across 162 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including EFX, IWM, LLY) accounted for 18.0% of total reported equity market value during Q2 2024.
During Q2 2024, Investors Asset Management Of Georgia Inc /ga/ /adv's top holdings by market value included EFX (11.6%)、IWM (4.0%)、LLY (3.5%). The largest single position, EFX, represented 11.6% of total portfolio value.
In Q2 2024, Investors Asset Management Of Georgia Inc /ga/ /adv made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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