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CIK: 0000867926
Total reported value
$287.7M
$287.7M
160 檔
16.6%
In Q4 2024, Investors Asset Management Of Georgia Inc /ga/ /adv's U.S. equity holdings reached a combined market value of $287.7M, distributed across 160 disclosed stock positions.
In Q4 2024, Investors Asset Management Of Georgia Inc /ga/ /adv adopted a defensive or profit-taking posture, trimming 25 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | Stock-Industrials | 10.97% | -1.61% | -0.23% | |
| 2 | 35Y | Corecard CORP | Stock-Other | 3.36% | — | -1.11% | |
| 3 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.21% | -0.16% | -0.09% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.08% | -0.33% | -0.83% | |
| 5 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.69% | +0.24% | -5.79% | |
| 6 | HD | Home Depot Inc | Stock-Consumer Disc | 2.68% | -0.19% | -1.12% | |
| 7 | FIS | Fidelity National Info Serv | Stock-Tech | 2.65% | -0.33% | +0.00% | |
| 8 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.62% | +0.14% | +3.02% | |
| 9 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 2.13% | +0.85% | -1.43% | |
| 10 | CVX | Chevron CORP | Stock-Energy | 2.07% | -0.85% | -0.31% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 2.05% | +0.05% | -1.77% | |
| 12 | XLF | Ss Financial Select Sector | ETF-Other | 1.89% | -0.03% | +7.17% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.59% | +3.15% | -1.46% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.50% | -0.03% | -1.37% | |
| 15 | CAT | Caterpillar Inc | Stock-Industrials | 1.35% | +0.54% | -1.61% | |
| 16 | OKE | Oneok Inc | Stock-Energy | 1.30% | -0.19% | +0.01% | |
| 17 | PFE | Pfizer Inc | Stock-Healthcare | 1.24% | -0.30% | +9.49% | |
| 18 | AXP | American Express Co | Stock-Financials | 1.23% | -0.05% | -0.59% | |
| 19 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.09% | -0.02% | -0.85% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.06% | -0.19% | — | |
| 21 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.04% | +0.10% | -5.05% | |
| 22 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.04% | -0.04% | +0.29% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.00% | -0.22% | +0.01% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 0.97% | +0.05% | -3.30% | |
| 25 | GE | General Electric | Stock-Industrials | 0.96% | +0.14% | +0.28% | |
| 26 | PM | Philip Morris International | Stock-Consumer Staples | 0.93% | -0.07% | — | |
| 27 | MO | Altria Group Inc | Stock-Consumer Staples | 0.93% | -0.07% | -0.82% | |
| 28 | BX | Blackstone Inc | Stock-Financials | 0.92% | -0.12% | -4.06% | |
| 29 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.89% | -0.07% | -1.06% | |
| 30 | IBM | Intl Business Machines CORP | Stock-Tech | 0.89% | +0.01% | -0.56% | |
| 31 | CSCO | Cisco Systems Inc | Stock-Tech | 0.89% | +0.26% | -0.92% | |
| 32 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.89% | -0.01% | -1.35% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.88% | -0.24% | — | |
| 34 | AMSWAUSD | American Software Inc-cl A | Stock-Other | 0.87% | — | +1.02% | |
| 35 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.83% | -0.24% | +0.02% | |
| 36 | TT | Trane Technologies plc | Stock-Industrials | 0.78% | — | -2.71% | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.77% | -0.05% | +3.50% | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.75% | -0.08% | — | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.75% | +0.08% | -0.83% | |
| 40 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.75% | -0.09% | -2.30% | |
| 41 | XOM | Exxon Mobil CORP | Stock-Energy | 0.74% | -0.24% | +0.04% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.74% | -0.02% | -0.17% | |
| 43 | MCK | Mckesson CORP | Stock-Healthcare | 0.71% | -0.24% | — | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.67% | -0.02% | +0.16% | |
| 45 | WFC | Wells Fargo & Co | Stock-Financials | 0.67% | -0.04% | -0.47% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.01% | — | |
| 47 | COP | Conocophillips | Stock-Energy | 0.64% | -0.31% | -1.10% | |
| 48 | RTX | Rtx CORP | Stock-Industrials | 0.62% | -0.15% | -1.97% | |
| 49 | ✓ | Avadel Pharmaceuticals PLC ADR | Stock-Other | 0.62% | — | +21.40% | |
| 50 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.61% | -0.29% | -0.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | 35Y | Corecard CORP | +1.3% | -1.11% | Trim |
| 2 | JPM | Jpmorgan Chase & Co | +0.5% | -0.09% | Trim |
| 3 | GOOG | Alphabet Inc-cl C | +0.2% | NEW | New buy |
| 4 | XLF | Ss Financial Select Sector | +0.2% | +7.17% | Add |
| 5 | AAPL | Apple Inc | +0.2% | -1.77% | Trim |
| 6 | AVGO | Broadcom Inc | +0.2% | — | Unchanged |
| 7 | BA | Boeing Co/the | +0.2% | +3.50% | Add |
| 8 | OKE | Oneok Inc | +0.2% | +0.01% | Add |
| 9 | IWM | Ishares Russell 2000 ETF | +0.2% | +3.02% | Add |
| 10 | WFC | Wells Fargo & Co | +0.2% | -0.47% | Trim |
| 11 | AXP | American Express Co | +0.1% | -0.59% | Trim |
| 12 | BELFB | Bel Fuse Inc-cl B | +0.1% | -1.43% | Trim |
| 13 | VSXY | Victoria's Secret & Co | +0.1% | NEW | New buy |
| 14 | MCK | Mckesson CORP | +0.1% | — | Unchanged |
| 15 | DIS | Walt Disney Co/the | +0.1% | -2.30% | Trim |
| 16 | SYU1 | Synovus Financial CORP | +0.1% | +1.74% | Add |
| 17 | CSCO | Cisco Systems Inc | +0.1% | -0.92% | Trim |
| 18 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 19 | GEV | GE Vernova Inc | +0.1% | -0.77% | Trim |
| 20 | GILD | Gilead Sciences Inc | +0.1% | +0.02% | Add |
| 21 | NVDA | Nvidia CORP | +0.1% | +41.50% | Add |
| 22 | MSFT | Microsoft CORP | 0% | -0.83% | Trim |
| 23 | FIS | Fidelity National Info Serv | 0% | +0.00% | Add |
| 24 | HD | Home Depot Inc | -0.1% | -1.12% | Trim |
| 25 | JNJ | Johnson & Johnson | -0.1% | — | Unchanged |
| 26 | DOW | Dow Inc | -0.1% | +5.45% | Add |
| 27 | RUN | Sunrun Inc | -0.1% | -7.76% | Trim |
| 28 | FCX | Freeport-mcmoran Inc | -0.1% | +3.56% | Add |
| 29 | CAT | Caterpillar Inc | -0.1% | -1.61% | Trim |
| 30 | GE | General Electric | -0.1% | +0.28% | Add |
| 31 | INTC | Intel CORP | -0.1% | -9.49% | Trim |
| 32 | TGT | Target CORP | -0.1% | -0.17% | Trim |
| 33 | AZNN | Astrazeneca Plc-spons Adr | -0.1% | -2.54% | Trim |
| 34 | BIIB | Biogen Inc | -0.1% | EXIT | Sold out |
| 35 | IVZ | Invesco Ltd. | -0.1% | EXIT | Sold out |
| 36 | MRK | Merck & Co. Inc. | -0.1% | -1.06% | Trim |
| 37 | CVS | Cvs Health CORP | -0.1% | -7.61% | Trim |
| 38 | GEHC | GE Healthcare Technology | -0.1% | EXIT | Sold out |
| 39 | VPU | Vanguard Utilities ETF | -0.1% | EXIT | Sold out |
| 40 | ALB | Albemarle CORP | -0.1% | EXIT | Sold out |
| 41 | MDLZ | Mondelez International Inc-a | -0.1% | -3.22% | Trim |
| 42 | ODP1 | Odp Corp/the | -0.1% | -4.30% | Trim |
| 43 | ABBV | Abbvie Inc | -0.1% | -1.37% | Trim |
| 44 | KO | Coca-cola Co/the | -0.1% | -0.85% | Trim |
| 45 | LMT | Lockheed Martin CORP | -0.1% | — | Unchanged |
| 46 | AMGN | Amgen Inc | -0.1% | EXIT | Sold out |
| 47 | BCBUSD | Primo Water CORP | -0.2% | EXIT | Sold out |
| 48 | LLY | Eli Lilly & Co | -0.5% | -5.79% | Trim |
| 49 | AMD | Advanced Micro Devices | -0.5% | -1.46% | Trim |
| 50 | EFX | Equifax Inc | -1.3% | -0.23% | 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 160 disclosed positions in Q4 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, 35Y, JPM) accounted for 16.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
GOOG
市值: $366.0K
Top Position Liquidated / Trimmed
BCBUSD
前期市值: $398.1K
During Q4 2024, Investors Asset Management Of Georgia Inc /ga/ /adv's top holdings by market value included EFX (11.0%)、35Y (3.4%)、JPM (3.2%). The largest single position, EFX, represented 11.0% of total portfolio value.
In Q4 2024, Investors Asset Management Of Georgia Inc /ga/ /adv made 45 total portfolio adjustments, initiating 2 new buys, adding to 11 positions, trimming 25 holdings, and fully liquidating 7 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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