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CIK: 0000867926
Total reported value
$287.7M
$287.7M
161 檔
15.8%
The Q1 2025 SEC filing reveals that Investors Asset Management Of Georgia Inc /ga/ /adv held a total portfolio value of $287.7M, covering 161 public equity positions.
In Q1 2025, Investors Asset Management Of Georgia Inc /ga/ /adv displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | Stock-Industrials | 10.88% | -1.61% | — | |
| 2 | JPM | Jpmorgan Chase & Co | Stock-Financials | 3.37% | -0.16% | -1.27% | |
| 3 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.98% | +0.14% | +21.55% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 2.92% | +0.24% | -2.36% | |
| 5 | 35Y | Corecard CORP | Stock-Other | 2.84% | — | -1.36% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.78% | -0.33% | -2.42% | |
| 7 | HD | Home Depot Inc | Stock-Consumer Disc | 2.58% | -0.19% | -1.35% | |
| 8 | FIS | Fidelity National Info Serv | Stock-Tech | 2.55% | -0.33% | +0.00% | |
| 9 | CVX | Chevron CORP | Stock-Energy | 2.46% | -0.85% | -1.12% | |
| 10 | BELFB | Bel Fuse Inc-cl B | Stock-Other | 1.96% | +0.85% | -2.45% | |
| 11 | AAPL | Apple Inc | Stock-Tech | 1.83% | +0.05% | -2.53% | |
| 12 | ABBV | Abbvie Inc | Stock-Healthcare | 1.79% | -0.03% | -2.82% | |
| 13 | AMD | Advanced Micro Devices | Stock-Tech | 1.39% | +3.15% | -1.02% | |
| 14 | OKE | Oneok Inc | Stock-Energy | 1.32% | -0.19% | -0.92% | |
| 15 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.30% | -0.02% | -0.65% | |
| 16 | PM | Philip Morris International | Stock-Consumer Staples | 1.27% | -0.07% | -0.78% | |
| 17 | CAT | Caterpillar Inc | Stock-Industrials | 1.26% | +0.54% | -0.98% | |
| 18 | PFE | Pfizer Inc | Stock-Healthcare | 1.21% | -0.30% | -1.64% | |
| 19 | GE | General Electric | Stock-Industrials | 1.16% | +0.14% | -2.34% | |
| 20 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.13% | -0.19% | — | |
| 21 | AXP | American Express Co | Stock-Financials | 1.11% | -0.05% | -3.53% | |
| 22 | MO | Altria Group Inc | Stock-Consumer Staples | 1.10% | -0.07% | -0.59% | |
| 23 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.07% | -0.22% | -3.63% | |
| 24 | IBM | Intl Business Machines CORP | Stock-Tech | 1.03% | +0.01% | -1.43% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.03% | -0.24% | -1.87% | |
| 26 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.01% | +0.10% | +1.75% | |
| 27 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.00% | -0.01% | +8.03% | |
| 28 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.99% | -0.04% | -3.06% | |
| 29 | BAC | Bank Of America CORP | Stock-Financials | 0.93% | +0.05% | -2.74% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.93% | +0.26% | -3.40% | |
| 31 | MCK | Mckesson CORP | Stock-Healthcare | 0.87% | -0.24% | — | |
| 32 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.83% | -0.07% | -0.38% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.82% | -0.24% | -2.15% | |
| 34 | XOM | Exxon Mobil CORP | Stock-Energy | 0.81% | -0.24% | -4.28% | |
| 35 | BX | Blackstone Inc | Stock-Financials | 0.77% | -0.12% | +0.14% | |
| 36 | ITW | Illinois Tool Works | Stock-Industrials | 0.77% | -0.08% | — | |
| 37 | BA | Boeing Co/the | Stock-Industrials | 0.76% | -0.05% | -0.62% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.76% | -0.01% | -1.64% | |
| 39 | T | At&t Inc | Stock-Comm Services | 0.75% | -0.25% | -1.42% | |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.74% | +0.08% | -0.61% | |
| 41 | RTX | Rtx CORP | Stock-Industrials | 0.73% | -0.15% | +0.02% | |
| 42 | TT | Trane Technologies plc | Stock-Industrials | 0.73% | — | — | |
| 43 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.68% | -0.09% | -0.72% | |
| 44 | WFC | Wells Fargo & Co | Stock-Financials | 0.68% | -0.04% | -3.79% | |
| 45 | COP | Conocophillips | Stock-Energy | 0.68% | -0.31% | -3.01% | |
| 46 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.66% | -0.02% | +0.04% | |
| 47 | OXY | Occidental Petroleum CORP | Stock-Energy | 0.63% | -0.29% | — | |
| 48 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.63% | -0.06% | -0.41% | |
| 49 | BP | Bp Plc-spons Adr | Stock-Energy | 0.62% | -0.35% | +1.59% | |
| 50 | TRV | Travelers Cos Inc/the | Stock-Financials | 0.58% | -0.02% | -3.33% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | EFX | Equifax Inc | — | NEW | New buy |
| 2 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 3 | IWM | Ishares Russell 2000 ETF | — | NEW | New buy |
| 4 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 5 | 35Y | Corecard CORP | — | NEW | New buy |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | HD | Home Depot Inc | — | NEW | New buy |
| 8 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 9 | CVX | Chevron CORP | — | NEW | New buy |
| 10 | BELFB | Bel Fuse Inc-cl B | — | NEW | New buy |
| 11 | AAPL | Apple Inc | — | NEW | New buy |
| 12 | ABBV | Abbvie Inc | — | NEW | New buy |
| 13 | AMD | Advanced Micro Devices | — | NEW | New buy |
| 14 | OKE | Oneok Inc | — | NEW | New buy |
| 15 | KO | Coca-cola Co/the | — | NEW | New buy |
| 16 | PM | Philip Morris International | — | NEW | New buy |
| 17 | CAT | Caterpillar Inc | — | NEW | New buy |
| 18 | PFE | Pfizer Inc | — | NEW | New buy |
| 19 | GE | General Electric | — | NEW | New buy |
| 20 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 21 | AXP | American Express Co | — | NEW | New buy |
| 22 | MO | Altria Group Inc | — | NEW | New buy |
| 23 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 24 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 25 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 26 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | New buy |
| 27 | VYM | Vanguard High Dvd Yield ETF | — | NEW | New buy |
| 28 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 29 | BAC | Bank Of America CORP | — | NEW | New buy |
| 30 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 31 | MCK | Mckesson CORP | — | NEW | New buy |
| 32 | MRK | Merck & Co. Inc. | — | NEW | New buy |
| 33 | LMT | Lockheed Martin CORP | — | NEW | New buy |
| 34 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 35 | BX | Blackstone Inc | — | NEW | New buy |
| 36 | ITW | Illinois Tool Works | — | NEW | New buy |
| 37 | BA | Boeing Co/the | — | NEW | New buy |
| 38 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 39 | T | At&t Inc | — | NEW | New buy |
| 40 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | New buy |
| 41 | RTX | Rtx CORP | — | NEW | New buy |
| 42 | TT | Trane Technologies plc | — | NEW | New buy |
| 43 | DIS | Walt Disney Co/the | — | NEW | New buy |
| 44 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 45 | COP | Conocophillips | — | NEW | New buy |
| 46 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 47 | OXY | Occidental Petroleum CORP | — | NEW | New buy |
| 48 | MDLZ | Mondelez International Inc-a | — | NEW | New buy |
| 49 | BP | Bp Plc-spons Adr | — | NEW | New buy |
| 50 | TRV | Travelers Cos Inc/the | — | NEW | New buy |
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 161 disclosed positions in Q1 2025.
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, JPM, IWM) accounted for 15.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
EFX
市值: $21.5M
During Q1 2025, Investors Asset Management Of Georgia Inc /ga/ /adv's top holdings by market value included EFX (10.9%)、JPM (3.4%)、IWM (3.0%). The largest single position, EFX, represented 10.9% of total portfolio value.
In Q1 2025, Investors Asset Management Of Georgia Inc /ga/ /adv made 50 total portfolio adjustments, initiating 50 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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