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Investors Asset Management Of Georgia

Latest statistics and disclosures from Investors Asset Management Of Georgia's latest quarterly 13F-HR filing:

Top 5 stock holdings are EFX, JPM, LLY, IWM, EEFT, and represent 17.42% of Investors Asset Management Of Georgia's stock portfolio.
Added to shares of these 10 stocks: AZN, PNFP, BX, SHOP, NFLX, DOW, CRWV, BMY, UPS, AMZN.
Started 8 new stock positions in Q, AZN, CRBG, ALKS, SHOP, CRWV, PNFP, DD.
Reduced shares in these 10 stocks: IWM, AVDL, AstraZeneca, SNV, BDX, LW, , BAC.PL, COST, KMB.
Sold out of its positions in AstraZeneca, BAC.PL, BDX, LW, PLUG, DVLT, SNV, VCIT, XLO, AVDL.
Investors Asset Management Of Georgia was a net buyer of stock by $3.3M.
Investors Asset Management Of Georgia has $244M in assets under management (AUM), dropping by 1.02%.
Central Index Key (CIK): 0000867926

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Portfolio Holdings for Investors Asset Management Of Georgia

Investors Asset Management Of Georgia holds 182 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Equifax (EFX)	6.4	$16M		87k	180.07	View chart
JPMorgan Chase & Co. (JPM)	3.2	$7.9M		27k	294.16	View chart
Eli Lilly & Co. (LLY)	2.6	$6.4M		6.9k	919.72	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.6	$6.3M	-25%	26k	246.16	View chart
Euronet Worldwide (EEFT)	2.6	$6.3M	+2%	95k	66.37	View chart
Chevron Corporation (CVX)	2.5	$6.1M		29k	206.90	View chart
Microsoft Corporation (MSFT)	2.2	$5.5M		15k	370.18	View chart
Advanced Micro Devices (AMD)	2.2	$5.5M		27k	203.43	View chart
Caterpillar (CAT)	2.2	$5.4M		7.7k	708.48	View chart
Bel Fuse CL B (BELFB)	2.0	$4.9M		25k	197.98	View chart
Home Depot (HD)	1.9	$4.7M		14k	328.88	View chart
Bel Fuse Cl A (BELFA)	1.9	$4.6M		26k	180.20	View chart
Apple (AAPL)	1.8	$4.3M		17k	253.78	View chart
Abbvie (ABBV)	1.7	$4.1M		19k	217.49	View chart
Ge Aerospace Com New (GE)	1.3	$3.1M		11k	282.24	View chart
Fidelity National Information Services (FIS)	1.3	$3.1M		66k	46.91	View chart
Coca-Cola Company (KO)	1.2	$2.8M		37k	76.05	View chart
American Express Company (AXP)	1.1	$2.7M	+3%	8.8k	302.49	View chart
Pfizer (PFE)	1.1	$2.7M	+3%	95k	28.08	View chart
Gilead Sciences (GILD)	1.1	$2.6M	+2%	19k	139.37	View chart
Oneok (OKE)	1.1	$2.6M	+2%	28k	90.39	View chart
Blackstone Group Inc Com Cl A (BX)	1.0	$2.5M	+36%	22k	114.99	View chart
Philip Morris International (PM)	1.0	$2.5M		15k	165.34	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.0	$2.4M		7.5k	320.79	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	1.0	$2.4M		16k	148.10	View chart
Altria (MO)	1.0	$2.4M		36k	65.99	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	1.0	$2.4M	+3%	4.1k	577.17	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	1.0	$2.4M	+5%	3.6k	650.34	View chart
Cisco Systems (CSCO)	1.0	$2.3M	+3%	30k	77.59	View chart
BP Sponsored Adr (BP)	0.9	$2.3M	+3%	49k	47.00	View chart
Lockheed Martin Corporation (LMT)	0.9	$2.3M	+4%	3.8k	604.32	View chart
McKesson Corporation (MCK)	0.9	$2.3M		2.6k	865.41	View chart
Costco Wholesale Corporation (COST)	0.9	$2.3M	-4%	2.3k	996.43	View chart
Merck & Co (MRK)	0.9	$2.2M	+2%	19k	120.29	View chart
Johnson & Johnson (JNJ)	0.9	$2.2M		9.1k	244.43	View chart
Raytheon Technologies Corp (RTX)	0.9	$2.2M		11k	192.90	View chart
Bank of America Corporation (BAC)	0.9	$2.2M		44k	48.75	View chart
McDonald's Corporation (MCD)	0.9	$2.1M	+3%	6.9k	310.78	View chart
International Business Machines (IBM)	0.9	$2.1M	+6%	8.7k	242.38	View chart
United Parcel Svcs CL B (UPS)	0.8	$2.0M	+25%	20k	98.38	View chart
Ge Vernova (GEV)	0.8	$1.9M		2.2k	872.90	View chart
Truist Financial Corp equities (TFC)	0.7	$1.8M	+5%	40k	45.97	View chart
Exxon Mobil Corporation (XOM)	0.7	$1.8M		11k	169.65	View chart
Trane Technologies SHS (TT)	0.7	$1.8M		4.3k	416.74	View chart
Occidental Petroleum Corporation (OXY)	0.7	$1.7M	+6%	27k	65.00	View chart
Broadcom (AVGO)	0.7	$1.7M		5.3k	309.51	View chart
Boeing Company (BA)	0.7	$1.6M		8.2k	199.04	View chart
ConocoPhillips (COP)	0.7	$1.6M	+3%	12k	132.00	View chart
At&t (T)	0.7	$1.6M		55k	28.99	View chart
Illinois Tool Works (ITW)	0.6	$1.6M		6.1k	260.29	View chart
Netflix (NFLX)	0.6	$1.6M	+60%	16k	96.15	View chart
Astrazeneca Ord (AZN)	0.6	$1.5M	NEW	7.5k	197.22	View chart
Wells Fargo & Company (WFC)	0.6	$1.4M	+2%	18k	79.61	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.6	$1.4M	-2%	2.4k	597.60	View chart
Walt Disney Company (DIS)	0.6	$1.4M	+4%	15k	96.38	View chart
Regions Financial Corporation (RF)	0.5	$1.3M	+2%	51k	26.12	View chart
Travelers Companies (TRV)	0.5	$1.3M	+3%	4.5k	291.68	View chart
Target Corporation (TGT)	0.5	$1.3M	+2%	11k	121.20	View chart
Intel Corporation (INTC)	0.5	$1.3M	+2%	29k	44.13	View chart
Nokia Corp Sponsored Adr (NOK)	0.5	$1.3M		157k	8.04	View chart
Lumen Technologies (LUMN)	0.5	$1.2M	+6%	176k	6.95	View chart
Freeport Mcmoran CL B (FCX)	0.5	$1.2M	-2%	21k	58.53	View chart
Verizon Communications (VZ)	0.5	$1.2M		24k	50.20	View chart
Amazon (AMZN)	0.5	$1.2M	+37%	5.7k	208.27	View chart
Wal-Mart Stores (WMT)	0.5	$1.2M		9.3k	124.28	View chart
Pinnacle Finl Partners (PNFP)	0.5	$1.1M	NEW	13k	86.14	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.4	$1.1M		22k	49.37	View chart
Ford Motor Company (F)	0.4	$1.0M		90k	11.54	View chart
WesBan (WSBC)	0.4	$1.0M		30k	34.49	View chart
Bristol Myers Squibb (BMY)	0.4	$1.0M	+64%	17k	60.65	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.4	$1.0M		17k	61.26	View chart
Mondelez Intl Cl A (MDLZ)	0.4	$988k	-2%	17k	57.64	View chart
Procter & Gamble Company (PG)	0.4	$966k		6.7k	144.44	View chart
Kinder Morgan (KMI)	0.4	$927k	+15%	28k	33.53	View chart
Dow (DOW)	0.4	$917k	+100%	22k	41.65	View chart
Citigroup Com New (C)	0.3	$844k	-3%	7.4k	113.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.3	$814k	+19%	2.8k	287.16	View chart
CVS Caremark Corporation (CVS)	0.3	$799k	+9%	11k	71.82	View chart
Priority Technology Hldgs In (PRTH)	0.3	$797k		169k	4.72	View chart
Honeywell International (HON)	0.3	$783k	+9%	3.5k	226.04	View chart
Linde SHS (LIN)	0.3	$781k		1.6k	495.87	View chart
Allstate Corporation (ALL)	0.3	$767k	+14%	3.7k	207.34	View chart
Kraft Heinz (KHC)	0.3	$766k	+7%	34k	22.49	View chart
CSX Corporation (CSX)	0.3	$762k		19k	41.05	View chart
Zoetis Cl A (ZTS)	0.3	$734k	+8%	6.2k	118.20	View chart
Sprott Asset Management Physical Silver (PSLV)	0.3	$732k		30k	24.39	View chart
Vertiv Holdings Com Cl A (VRT)	0.3	$732k		2.9k	250.58	View chart
3M Company (MMM)	0.3	$725k		5.0k	145.23	View chart
Oracle Corporation (ORCL)	0.3	$717k		4.9k	147.11	View chart
NVIDIA Corporation (NVDA)	0.3	$708k	+7%	4.1k	174.40	View chart
Hewlett Packard Enterprise (HPE)	0.3	$706k	+8%	30k	23.81	View chart
AFLAC Incorporated (AFL)	0.3	$689k	-3%	6.3k	109.72	View chart
Corning Incorporated (GLW)	0.3	$674k		5.0k	135.97	View chart
Mp Materials Corp Com Cl A (MP)	0.3	$672k	+32%	14k	48.26	View chart
Williams Companies (WMB)	0.3	$657k	-5%	9.0k	72.78	View chart
Key (KEY)	0.3	$650k		33k	20.00	View chart
Bunge Global Sa Com Shs (BG)	0.3	$627k	-5%	4.9k	127.21	View chart
Designer Brands Cl A (DBI)	0.3	$619k		109k	5.69	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.3	$616k	+109%	3.2k	191.92	View chart
Kimberly-Clark Corporation (KMB)	0.2	$607k	-10%	6.3k	96.47	View chart
Fidelity Natl Finl Com Shs (FNF)	0.2	$607k		13k	46.38	View chart
Federal Agric Mtg Corp CL C (AGM)	0.2	$605k		4.1k	148.37	View chart
Huntington Bancshares Incorporated (HBAN)	0.2	$595k	+10%	38k	15.65	View chart
Shopify Cl A Sub Vtg Shs (SHOP)	0.2	$591k	NEW	5.0k	118.62	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$589k		2.1k	286.87	View chart
Fifth Third Ban (FITB)	0.2	$563k	+5%	12k	46.46	View chart
Micron Technology (MU)	0.2	$559k		1.7k	337.84	View chart
Enterprise Products Partners (EPD)	0.2	$557k		15k	37.84	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$553k	+10%	1.2k	479.20	View chart
Seagate Technology Hldngs Pl Ord Shs (STX)	0.2	$549k		1.4k	391.76	View chart
Cardinal Health (CAH)	0.2	$539k	-3%	2.6k	211.31	View chart
Nextera Energy (NEE)	0.2	$523k	-5%	5.6k	92.88	View chart
Devon Energy Corporation (DVN)	0.2	$510k		10k	50.32	View chart
Nuveen Multi-Strategy Income & Growth (JPC)	0.2	$507k	+6%	67k	7.54	View chart
Albemarle Corporation (ALB)	0.2	$483k	-6%	2.7k	179.55	View chart
Abbott Laboratories (ABT)	0.2	$481k		4.7k	102.67	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.2	$477k		3.3k	146.62	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.2	$473k		1.8k	257.33	View chart
Reinsurance Group Amer Com New (RGA)	0.2	$471k	+3%	2.3k	204.17	View chart
Duke Energy Corp Com New (DUK)	0.2	$470k		3.6k	130.93	View chart
Dominion Resources (D)	0.2	$459k		7.4k	61.82	View chart
Halliburton Company (HAL)	0.2	$455k		12k	38.99	View chart
Goldman Sachs (GS)	0.2	$438k		518.00	845.99	View chart
Unum (UNM)	0.2	$434k		5.9k	73.03	View chart
Flowers Foods (FLO)	0.2	$427k	+7%	52k	8.15	View chart
Clorox Company (CLX)	0.2	$423k	-3%	4.1k	103.63	View chart
Coreweave Com Cl A (CRWV)	0.2	$416k	NEW	5.4k	77.47	View chart
General Dynamics Corporation (GD)	0.2	$414k		1.2k	343.22	View chart
B&G Foods (BGS)	0.2	$405k	+28%	84k	4.81	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.2	$404k		1.9k	215.01	View chart
Lowe's Companies (LOW)	0.2	$403k		1.7k	236.28	View chart
Fiserv (FISV)	0.2	$397k		7.1k	55.80	View chart
Charles Schwab Corporation (SCHW)	0.2	$388k		4.1k	93.98	View chart
Mosaic (MOS)	0.2	$387k	+14%	15k	25.69	View chart
Sprott Asset Management Physical Gold An (CEF)	0.2	$385k		8.1k	47.72	View chart
Phillips 66 (PSX)	0.2	$385k		2.1k	182.18	View chart
International Paper Company (IP)	0.2	$370k		10k	35.70	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$355k	+13%	8.3k	42.56	View chart
Sprott Asset Management Physical Gold Tr (PHYS)	0.1	$354k		10k	35.44	View chart
Shell Spon Ads (SHEL)	0.1	$342k		3.7k	93.00	View chart
FedEx Corporation (FDX)	0.1	$340k	+11%	954.00	356.29	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	0.1	$339k		3.6k	94.24	View chart
Ishares Tr Select Divid Etf (DVY)	0.1	$320k		2.1k	151.41	View chart
Marathon Petroleum Corp (MPC)	0.1	$311k	-3%	1.3k	244.27	View chart
General Mills (GIS)	0.1	$311k	+16%	8.4k	37.22	View chart
Alkermes SHS (ALKS)	0.1	$304k	NEW	8.6k	35.29	View chart
Texas Instruments Incorporated (TXN)	0.1	$301k		1.6k	194.14	View chart
Warner Bros Discovery Com Ser A (WBD)	0.1	$298k	-14%	11k	27.46	View chart
United Rentals (URI)	0.1	$297k	+6%	408.00	728.56	View chart
Eaton Corp SHS (ETN)	0.1	$294k		823.00	357.66	View chart
Western Midstream Partners L Com Unit Lp Int (WES)	0.1	$294k		7.1k	41.17	View chart
Southern Company (SO)	0.1	$293k		3.0k	96.52	View chart
Ingersoll Rand (IR)	0.1	$291k		3.6k	80.12	View chart
Constellation Brands Cl A (STZ)	0.1	$288k	-19%	1.9k	149.98	View chart
Smurfit Westrock SHS (SW)	0.1	$287k		7.2k	39.85	View chart
Primo Brands Corporation Class A Com Shs (PRMB)	0.1	$286k		15k	18.83	View chart
Marriott Intl Cl A (MAR)	0.1	$278k		850.00	327.26	View chart
UnitedHealth (UNH)	0.1	$272k	+15%	1.0k	270.59	View chart
Enbridge (ENB)	0.1	$272k		5.0k	54.14	View chart
Victorias Secret And Common Stock (VSCO)	0.1	$267k	+4%	5.8k	46.36	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$260k		905.00	287.56	View chart
Capital One Financial (COF)	0.1	$256k		1.4k	182.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.1	$251k		584.00	430.29	View chart
Qnity Electronics Common Stock (Q)	0.1	$246k	NEW	2.1k	115.38	View chart
Amgen (AMGN)	0.1	$243k		690.00	351.85	View chart
Newell Rubbermaid (NWL)	0.1	$240k	+18%	70k	3.43	View chart
Corebridge Finl (CRBG)	0.1	$237k	NEW	10k	23.86	View chart
Hp (HPQ)	0.1	$236k	+13%	12k	19.21	View chart
Vanguard World Utilities Etf (VPU)	0.1	$234k		1.2k	198.21	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.1	$223k	-2%	1.7k	132.90	View chart
Cummins (CMI)	0.1	$216k		401.00	537.55	View chart
Nuveen Insured Tax-Free Adv Munici (NEA)	0.1	$215k		19k	11.23	View chart
Dupont De Nemours (DD)	0.1	$211k	NEW	4.6k	45.80	View chart
Sunrun (RUN)	0.1	$198k	+3%	15k	13.56	View chart
Venture Global Com Cl A (VG)	0.1	$176k		11k	15.76	View chart
Transocean Registered Shs (RIG)	0.1	$167k		25k	6.63	View chart
Genworth Finl Com Shs (GNW)	0.1	$162k		20k	8.12	View chart
Nuveen Muni Value Fund (NUV)	0.1	$146k		16k	8.99	View chart
BlackRock Credit All Inc Trust IV (BTZ)	0.1	$136k		14k	10.10	View chart
Paysign (PAYS)	0.0	$59k		10k	5.90	View chart
Atlantic American Corporation (AAME)	0.0	$42k		18k	2.33	View chart
Usio (USIO)	0.0	$23k		20k	1.14	View chart

Past Filings by Investors Asset Management Of Georgia

SEC 13F filings are viewable for Investors Asset Management Of Georgia going back to 2014

Investors Asset Management Of Georgia 2026 Q1 filed April 27, 2026
Investors Asset Management Of Georgia 2025 Q4 filed Feb. 4, 2026
Investors Asset Management Of Georgia 2025 Q3 filed Oct. 23, 2025
Investors Asset Management Of Georgia 2025 Q2 filed July 22, 2025
Investors Asset Management Of Georgia 2025 Q1 filed April 29, 2025
Investors Asset Management Of Georgia 2024 Q4 filed Feb. 3, 2025
Investors Asset Management Of Georgia 2024 Q3 filed Oct. 29, 2024
Investors Asset Management Of Georgia 2024 Q2 filed July 29, 2024
Investors Asset Management Of Georgia 2024 Q1 filed April 22, 2024
Investors Asset Management Of Georgia 2023 Q4 filed Jan. 31, 2024
Investors Asset Management Of Georgia 2023 Q3 filed Nov. 9, 2023
Investors Asset Management Of Georgia 2023 Q2 filed Aug. 4, 2023
Investors Asset Management Of Georgia 2023 Q1 filed May 1, 2023
Investors Asset Management Of Georgia 2022 Q4 filed Feb. 2, 2023
Investors Asset Management Of Georgia 2022 Q3 filed Oct. 27, 2022
Investors Asset Management Of Georgia 2022 Q2 filed Aug. 1, 2022

View all past filings

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