Investors Asset Management Of Georgia Inc Portfolio Holdings

Investors Asset Management Of Georgia Inc

  • $194 Million
  • Q1 2025

Investors Asset Management Of Georgia Inc has filed its 13F form on April 29, 2025 for Q1 2025 where it was disclosed a total value porftolio of $194 Million distributed in 161 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Equifax Inc with a value of $21.5M, Jpmorgan Chase & CO with a value of $6.65M, Ishares Russell 2000 ETF with a value of $5.89M, Eli Lilly & CO with a value of $5.77M, and Core Card Corp with a value of $5.61M.

Examining the 13F form we can see an decrease of $8M in the current position value, from $202M to 194M.

Below you can find more details about Investors Asset Management Of Georgia Inc portfolio as well as his latest detailed transactions.

Portfolio value $194 Million
Industrials: $37.7 Million
Technology: $35.5 Million
Financial Services: $26.4 Million
Healthcare: $22.8 Million
ETFs: $18.4 Million
Consumer Defensive: $18.3 Million
Energy: $16.1 Million
Consumer Cyclical: $10.2 Million
Other: $8.2 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$368,000 0.19% of portfolio
46,250
Q1 2025 Added 2.21%
$0
$354,000 0.18% of portfolio
30,518
Q1 2025 Reduced 8.95%
$0
$240,000 0.12% of portfolio
10,000
Q2 2023 Reduced 47.64%
$0
$233,000 0.12% of portfolio
8,223
Q1 2025 Reduced 3.52%
$0
$214,000 0.11% of portfolio
19,129
Q1 2025 Added 0.04%
$0
$144,000 0.07% of portfolio
13,500
Q1 2024 Reduced 15.63%
$0
$142,000 0.07% of portfolio
16,250
Q1 2025 Added 32.65%
$35.7M
$30,000 0.02% of portfolio
18,000
Q4 2023 New
$36.8M
$29,000 0.01% of portfolio
20,000
Q1 2024 New
$24.2M
$7,000 0.0% of portfolio
10,000
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 161
  • Current Value $194 Million
  • Prior Value $202 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 29, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 86 stocks
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