Investors Asset Management Of Georgia Inc /Ga/ /Adv Top Holdings and 13F Report (2025) About Investors Asset Management Of Georgia Inc /Ga/ /AdvInvestment ActivityInvestors Asset Management Of Georgia Inc /Ga/ /Adv has $216.10 million in total holdings as of June 30, 2025.Investors Asset Management Of Georgia Inc /Ga/ /Adv owns shares of 169 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 4.08% of the portfolio was purchased this quarter.About 2.61% of the portfolio was sold this quarter.This quarter, Investors Asset Management Of Georgia Inc /Ga/ /Adv has purchased 161 new stocks and bought additional shares in 72 stocks.Investors Asset Management Of Georgia Inc /Ga/ /Adv sold shares of 45 stocks and completely divested from 3 stocks this quarter.Largest Holdings Equifax $22,642,674CoreCard $8,612,636JPMorgan Chase & Co. $7,768,468Microsoft $7,322,517Fidelity National Information Services $5,403,300 Largest New Holdings this Quarter 077347201 - Bel Fuse $2,340,682 Holding25746U109 - Dominion Energy $420,057 Holding92537N108 - Vertiv $380,736 Holding14040H105 - Capital One Financial $298,502 Holding219350105 - Corning $260,741 Holding Largest Purchases this Quarter Bel Fuse 26,051 shares (about $2.34M)Dominion Energy 7,432 shares (about $420.06K)Vertiv 2,965 shares (about $380.74K)United Parcel Service 3,394 shares (about $342.59K)Priority Technology 42,260 shares (about $328.78K) Largest Sales this Quarter Bel Fuse 26,494 shares (about $2.59M)iShares Russell 2000 ETF 5,529 shares (about $1.19M)Equifax 999 shares (about $259.11K)JPMorgan Chase & Co. 331 shares (about $95.96K)Eli Lilly and Company 105 shares (about $81.85K) Sector Allocation Over TimeMap of 500 Largest Holdings ofInvestors Asset Management Of Georgia Inc /Ga/ /Adv Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorEFXEquifax$22,642,674$259,110 ▼-1.1%87,29910.5%Business ServicesCCRDCoreCard$8,612,636$67,674 ▼-0.8%297,2954.0%Business ServicesJPMJPMorgan Chase & Co.$7,768,468$95,961 ▼-1.2%26,7963.6%FinanceMSFTMicrosoft$7,322,517$44,768 ▲0.6%14,7213.4%Computer and TechnologyFISFidelity National Information Services$5,403,300$81,248 ▼-1.5%66,3712.5%Business ServicesLLYEli Lilly and Company$5,367,569$81,846 ▼-1.5%6,8862.5%MedicalIWMiShares Russell 2000 ETF$5,176,954$1,193,088 ▼-18.7%23,9912.4%FinanceHDHome Depot$5,141,448$35,931 ▲0.7%14,0232.4%Retail/WholesaleCVXChevron$4,201,497$40,952 ▲1.0%29,3421.9%EnergyAMDAdvanced Micro Devices$3,854,572$63,287 ▲1.7%27,1641.8%Computer and TechnologyABBVAbbVie$3,456,458$324,652 ▲10.4%18,6211.6%MedicalAAPLApple$3,406,623$56,421 ▲1.7%16,6041.6%Computer and TechnologyGEGE Aerospace$3,010,876$60,202 ▲2.0%11,7531.4%AerospaceCATCaterpillar$2,937,205$2,329 ▲0.1%7,5661.4%IndustrialsPMPhilip Morris International$2,879,2930.0%15,8091.3%Consumer StaplesAXPAmerican Express$2,720,822$111,640 ▲4.3%8,5301.3%FinanceKOCocaCola$2,566,858$33,181 ▲1.3%36,2811.2%Consumer StaplesBELFBBel Fuse$2,462,500$2,588,228 ▼-51.2%25,2071.1%Computer and TechnologyIBMInternational Business Machines$2,405,646$7,959 ▼-0.3%8,1611.1%Computer and TechnologyQQQInvesco QQQ$2,352,192$7,171 ▲0.3%4,2641.1%FinanceCOSTCostco Wholesale$2,346,1580.0%2,3701.1%Retail/WholesaleBELFABel Fuse$2,340,682$2,340,682 ▲New Holding26,0511.1%Computer and TechnologyPFEPfizer$2,309,397$16,095 ▲0.7%95,2721.1%MedicalOKEONEOK$2,239,893$88,159 ▲4.1%27,4401.0%EnergyVTIVanguard Total Stock Market ETF$2,206,590$39,512 ▲1.8%7,2601.0%ETFVYMVanguard High Dividend Yield ETF$2,140,959$91,851 ▲4.5%16,0601.0%ETFMOAltria Group$2,116,2500.0%36,0951.0%Consumer StaplesBACBank of America$2,088,699$994 ▲0.0%44,1401.0%FinanceCSCOCisco Systems$2,056,045$8,950 ▼-0.4%29,6351.0%Computer and TechnologyGILDGilead Sciences$2,009,388$333 ▲0.0%18,1240.9%MedicalMCDMcDonald's$1,963,750$19,284 ▼-1.0%6,7210.9%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,890,884$278,071 ▲17.2%3,0600.9%FinanceTTTrane Technologies$1,876,051$6,999 ▼-0.4%4,2890.9%ConstructionBABoeing$1,868,651$20,116 ▲1.1%8,9180.9%AerospaceMCKMcKesson$1,822,844$48,355 ▼-2.6%2,4880.8%MedicalBXBlackstone$1,749,433$115,622 ▲7.1%11,6960.8%FinanceLMTLockheed Martin$1,678,675$4,168 ▼-0.2%3,6250.8%AerospaceRTXRTX$1,658,597$57,384 ▲3.6%11,3590.8%AerospaceDISWalt Disney$1,630,697$68,204 ▼-4.0%13,1500.8%Consumer DiscretionaryTAT&T$1,576,040$54,233 ▲3.6%54,4590.7%Computer and TechnologyITWIllinois Tool Works$1,508,2250.0%6,1000.7%IndustrialsWFCWells Fargo & Company$1,506,598$1,843 ▲0.1%18,8040.7%FinanceXOMExxon Mobil$1,464,608$4,636 ▲0.3%13,5860.7%EnergyAVGOBroadcom$1,452,6760.0%5,2700.7%Computer and TechnologyVOOVanguard S&P 500 ETF$1,452,470$2,840 ▲0.2%2,5570.7%ETFMRKMerck & Co., Inc.$1,408,341$40,055 ▼-2.8%17,7910.7%MedicalJNJJohnson & Johnson$1,393,945$17,718 ▲1.3%9,1260.6%MedicalBPBP$1,367,212$290,084 ▲26.9%45,6800.6%EnergyNFLXNetflix$1,359,2170.0%1,0150.6%Consumer DiscretionaryGE VERNOVA INC$1,278,9560.0%2,4170.6%COMSNVSynovus Financial$1,233,012$35,811 ▲3.0%23,8260.6%FinanceMDLZMondelez International$1,225,789$5,058 ▼-0.4%18,1760.6%Consumer StaplesAVADEL PHARMACEUTICALS PLC$1,177,714$61,065 ▼-4.9%133,0750.5%COM SHSRFRegions Financial$1,173,780$3,904 ▼-0.3%49,9060.5%FinanceTRVTravelers Companies$1,166,7420.0%4,3610.5%FinanceXLFFinancial Select Sector SPDR Fund$1,159,401$1,885 ▲0.2%22,1390.5%ETFUPSUnited Parcel Service$1,157,378$342,590 ▲42.0%11,4660.5%TransportationCOPConocoPhillips$1,146,624$1,974 ▼-0.2%12,7770.5%EnergyPGProcter & Gamble$1,070,9490.0%6,7220.5%Consumer StaplesOXYOccidental Petroleum$1,067,470$6,932 ▲0.7%25,4100.5%EnergyPRTHPriority Technology$1,065,549$328,783 ▲44.6%136,9600.5%Business ServicesORCLOracle$1,060,3560.0%4,8500.5%Computer and TechnologyTGTTarget$1,031,692$46,267 ▼-4.3%10,4580.5%Retail/WholesaleAZNAstraZeneca$1,023,0430.0%14,6400.5%MedicalFFord Motor$994,775$456 ▼0.0%91,6840.5%Auto/Tires/TrucksVZVerizon Communications$969,221$16,356 ▲1.7%22,3990.4%Computer and TechnologyWMTWalmart$949,2480.0%9,7080.4%Retail/WholesaleWSBCWesBanco$939,316$12,652 ▲1.4%29,6970.4%FinanceKHCKraft Heinz$874,214$8,133 ▲0.9%33,8580.4%Consumer StaplesNOKNokia$820,937$18,130 ▲2.3%158,4820.4%Computer and TechnologyMMM3M$810,982$9,134 ▲1.1%5,3270.4%Multi-Sector ConglomeratesAMZNAmazon.com$783,222$117,374 ▲17.6%3,5700.4%Retail/WholesaleAGMFederal Agricultural Mortgage$783,0300.0%4,0300.4%FinanceNVDANVIDIA$779,523$150,091 ▲23.8%4,9340.4%Computer and TechnologyFCXFreeport-McMoRan$774,282$8,707 ▲1.1%17,8740.4%Basic MaterialsLINDE PLC$755,470$4,692 ▼-0.6%1,6100.3%SHSFNFFidelity National Financial$746,3080.0%13,3130.3%FinanceXLEEnergy Select Sector SPDR Fund$708,819$4,834 ▲0.7%8,3580.3%ETFKMIKinder Morgan$702,366$44,100 ▲6.7%23,8900.3%EnergyAFLAflac$698,469$31,533 ▼-4.3%6,6230.3%FinanceALLAllstate$659,290$18,118 ▼-2.7%3,2750.3%FinanceCCitigroup$657,5790.0%7,7250.3%Financial ServicesABTAbbott Laboratories$644,0070.0%4,7350.3%MedicalCVSCVS Health$642,755$27,385 ▼-4.1%9,3180.3%MedicalODPODP$641,820$453 ▲0.1%35,4010.3%Retail/WholesaleCSXCSX$615,142$56,874 ▲10.2%18,8520.3%TransportationINTCIntel$610,366$582 ▼-0.1%27,2480.3%Computer and TechnologyHBANHuntington Bancshares$578,220$175,980 ▲43.8%34,5000.3%FinanceHPEHewlett Packard Enterprise$560,705$6,871 ▼-1.2%27,4180.3%Computer and TechnologyIPInternational Paper$539,341$7,024 ▼-1.3%11,5170.2%Basic MaterialsFITBFifth Third Bancorp$533,662$95,627 ▲21.8%12,9750.2%FinanceWMBWilliams Companies$533,374$6,281 ▼-1.2%8,4920.2%EnergyCLXClorox$527,667$6,843 ▼-1.3%4,3950.2%Consumer StaplesMPMP Materials$514,853$832 ▲0.2%15,4750.2%Basic MaterialsVOTVanguard Mid-Cap Growth ETF$502,480$72,230 ▲16.8%1,7670.2%ETFBRK.BBerkshire Hathaway$485,7700.0%1,0000.2%FinanceUNMUnum Group$478,876$323 ▲0.1%5,9300.2%FinanceKMBKimberly-Clark$464,807$5,157 ▲1.1%3,6050.2%Consumer StaplesGISGeneral Mills$462,505$155 ▲0.0%8,9270.2%Consumer StaplesVOVanguard Mid-Cap ETF$456,985$160,630 ▲54.2%1,6330.2%ETFShowing largest 100 holdings. 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