13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000867926
Total reported value
$287.7M
$287.7M
166 檔
17.7%
According to the latest 13F quarterly dataset, Investors Asset Management Of Georgia Inc /ga/ /adv managed an equity portfolio of $287.7M at the end of Q3 2024, spanning 166 distinct U.S. exchange-listed positions.
In Q3 2024, Investors Asset Management Of Georgia Inc /ga/ /adv adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 5 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | Stock-Industrials | 12.26% | -1.61% | -10.33% | |
| 2 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.17% | +0.24% | -4.75% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.07% | -0.33% | -0.17% | |
| 4 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.73% | -0.16% | -0.09% | |
| 5 | HD | Home Depot Inc | Stock-Consumer Disc | 2.73% | -0.19% | -0.52% | |
| 6 | FIS | Fidelity National Info Serv | Stock-Tech | 2.66% | -0.33% | +0.00% | |
| 7 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.46% | +0.14% | -41.39% | |
| 8 | AMD | Advanced Micro Devices | Stock-Tech | 2.12% | +3.15% | +0.09% | |
| 9 | 35Y | Corecard CORP | Stock-Other | 2.10% | — | -0.20% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.05% | -0.85% | -0.01% | |
| 11 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 1.99% | +0.85% | -0.28% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 1.87% | +0.05% | +1.43% | |
| 13 | XLF | Ss Financial Select Sector | ETF-Other | 1.71% | -0.03% | -0.81% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.64% | -0.03% | -1.91% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.43% | +0.54% | -0.03% | |
| 16 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.23% | -0.02% | -0.95% | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 1.20% | -0.30% | +10.17% | |
| 18 | OKE | Oneok Inc | Stock-Energy | 1.14% | -0.19% | -0.50% | |
| 19 | AXP | American Express Co | Stock-Financials | 1.09% | -0.05% | — | |
| 20 | GE | General Electric | Stock-Industrials | 1.04% | +0.14% | -0.03% | |
| 21 | LMT | Lockheed Martin CORP | Stock-Industrials | 1.02% | -0.24% | +0.03% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.10% | -4.47% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.01% | -0.22% | -0.56% | |
| 24 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.99% | -0.07% | +0.01% | |
| 25 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.99% | -0.19% | -1.04% | |
| 26 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.98% | -0.04% | -0.18% | |
| 27 | PM | Philip Morris International | Stock-Consumer Staples | 0.91% | -0.07% | -15.51% | |
| 28 | MO | Altria Group Inc | Stock-Consumer Staples | 0.88% | -0.07% | -0.07% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.88% | +0.05% | -0.12% | |
| 30 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.87% | -0.01% | +0.85% | |
| 31 | IBM | Intl Business Machines CORP | Stock-Tech | 0.87% | +0.01% | -1.51% | |
| 32 | AMSWAUSD | American Software Inc-cl A | Stock-Other | 0.84% | — | +2.51% | |
| 33 | TGT | Target CORP | Stock-Consumer Disc | 0.83% | -0.02% | +0.68% | |
| 34 | BX | Blackstone Inc | Stock-Financials | 0.82% | -0.12% | -8.42% | |
| 35 | TT | Trane Technologies plc | Stock-Industrials | 0.81% | — | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.78% | -0.24% | +0.04% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.78% | +0.26% | -1.26% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.75% | -0.08% | — | |
| 39 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.73% | -0.24% | -0.52% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.72% | +0.08% | +7.69% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.70% | -0.01% | -1.32% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.66% | -0.31% | -0.36% | |
| 43 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.66% | -0.06% | -0.66% | |
| 44 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.64% | -0.09% | +4.35% | |
| 45 | RTX | Rtx CORP | Stock-Industrials | 0.64% | -0.15% | +0.04% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.02% | -2.34% | |
| 47 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.62% | -0.29% | -0.51% | |
| 48 | BA | Boeing Co/the | Stock-Industrials | 0.61% | -0.05% | — | |
| 49 | ✓ | Avadel Pharmaceuticals PLC ADR | Stock-Other | 0.61% | — | +10.73% | |
| 50 | MCK | Mckesson CORP | Stock-Healthcare | 0.60% | -0.24% | -0.97% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | +0.6% | -10.33% | Trim |
| 2 | HD | Home Depot Inc | +0.3% | -0.52% | Trim |
| 3 | BELFB | Bel Fuse Inc-cl B | +0.3% | -0.28% | Trim |
| 4 | SW | Smurfit Westrock Plc | +0.2% | NEW | New buy |
| 5 | FIS | Fidelity National Info Serv | +0.2% | +0.00% | Add |
| 6 | LMT | Lockheed Martin CORP | +0.2% | +0.03% | Add |
| 7 | CAT | Caterpillar Inc | +0.2% | -0.03% | Trim |
| 8 | IBM | Intl Business Machines CORP | +0.2% | -1.51% | Trim |
| 9 | AAPL | Apple Inc | +0.2% | +1.43% | Add |
| 10 | AMSWAUSD | American Software Inc-cl A | +0.2% | +2.51% | Add |
| 11 | LUMN | Lumen Technologies Inc | +0.2% | +5.86% | Add |
| 12 | ABBV | Abbvie Inc | +0.1% | -1.91% | Trim |
| 13 | GE | General Electric | +0.1% | -0.03% | Trim |
| 14 | MCD | Mcdonald's CORP | +0.1% | -0.56% | Trim |
| 15 | AXP | American Express Co | +0.1% | — | Unchanged |
| 16 | FISV | Fiserv Inc | +0.1% | NEW | New buy |
| 17 | LW | Lamb Weston Holdings Inc | +0.1% | NEW | New buy |
| 18 | PFE | Pfizer Inc | +0.1% | +10.17% | Add |
| 19 | GILD | Gilead Sciences Inc | +0.1% | -0.52% | Trim |
| 20 | VO | Vanguard Mid-cap ETF | +0.1% | NEW | New buy |
| 21 | XLF | Ss Financial Select Sector | +0.1% | -0.81% | Trim |
| 22 | TT | Trane Technologies plc | +0.1% | — | Unchanged |
| 23 | GEHC | GE Healthcare Technology | +0.1% | NEW | New buy |
| 24 | VRT | Vertiv Holdings Co-a | +0.1% | NEW | New buy |
| 25 | CEF | Sprott Physical Gold And Sil | +0.1% | NEW | New buy |
| 26 | ENB | Enbridge Inc | +0.1% | NEW | New buy |
| 27 | VPU | Vanguard Utilities ETF | +0.1% | NEW | New buy |
| 28 | KO | Coca-cola Co/the | +0.1% | -0.95% | Trim |
| 29 | RTX | Rtx CORP | +0.1% | +0.04% | Add |
| 30 | OKE | Oneok Inc | +0.1% | -0.50% | Trim |
| 31 | BX | Blackstone Inc | +0.1% | -8.42% | Trim |
| 32 | MO | Altria Group Inc | +0.1% | -0.07% | Trim |
| 33 | JPM | Jpmorgan Chase & Co | 0% | -0.09% | Trim |
| 34 | GOOG | Alphabet Inc-cl C | -0.1% | EXIT | Sold out |
| 35 | MDGL | Madrigal Pharmaceuticals Inc | -0.1% | EXIT | Sold out |
| 36 | BG | Bunge Global SA | -0.1% | EXIT | Sold out |
| 37 | MPC | Marathon Petroleum CORP | -0.1% | -37.38% | Trim |
| 38 | F | Ford Motor Co | -0.1% | -1.22% | Trim |
| 39 | MCK | Mckesson CORP | -0.1% | -0.97% | Trim |
| 40 | TSN | Tyson Foods Inc-cl A | -0.2% | EXIT | Sold out |
| 41 | BA | Boeing Co/the | -0.2% | — | Unchanged |
| 42 | OXY | Occidental Petroleum CORP | -0.2% | -0.51% | Trim |
| 43 | BP | Bp Plc-spons Adr | -0.2% | -8.92% | Trim |
| 44 | ODP1 | Odp Corp/the | -0.2% | -0.66% | Trim |
| 45 | CVX | Chevron CORP | -0.2% | -0.01% | Trim |
| 46 | WRKUSD | Westrock Co | -0.2% | EXIT | Sold out |
| 47 | MSFT | Microsoft CORP | -0.2% | -0.17% | Trim |
| 48 | LLY | Eli Lilly & Co | -0.4% | -4.75% | Trim |
| 49 | IWM | Ishares Russell 2000 ETF | -1.5% | -41.39% | Trim |
| 50 | XLV | Ss Health Care Select Sector | -1.7% | -87.89% | Trim |
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 166 disclosed positions in Q3 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, LLY, MSFT) accounted for 17.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
SW
市值: $424.3K
Top Position Liquidated / Trimmed
WRKUSD
前期市值: $436.5K
During Q3 2024, Investors Asset Management Of Georgia Inc /ga/ /adv's top holdings by market value included EFX (12.3%)、LLY (3.2%)、MSFT (3.1%). The largest single position, EFX, represented 12.3% of total portfolio value.
In Q3 2024, Investors Asset Management Of Georgia Inc /ga/ /adv made 47 total portfolio adjustments, initiating 9 new buys, adding to 7 positions, trimming 26 holdings, and fully liquidating 5 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.