Unified Investment Management Portfolio Holdings

Unified Investment Management

  • $88 Billion
  • Q4 2024

Unified Investment Management has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $88 Billion distributed in 112 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Genuine Parts CO with a value of $6.41B, Janus Henderson Short Duration with a value of $2.27B, Ishares Trust Ishares 1 5 Year with a value of $2.27B, Blackrock Short Maturity Bond with a value of $2.22B, and Microsoft Corp with a value of $2.23B.

Examining the 13F form we can see an increase of $88B in the current position value.

Unified Investment Management is based out at Atlanta, GA

Below you can find more details about Unified Investment Management portfolio as well as his latest detailed transactions.

Portfolio value $88 Billion
ETFs: $27.4 Billion
Technology: $15.4 Billion
Consumer Cyclical: $10.3 Billion
Financial Services: $8.34 Billion
Healthcare: $5.33 Billion
Industrials: $4.86 Billion
Communication Services: $4.65 Billion
Consumer Defensive: $3.79 Billion
Other: $5.28 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$16.8B
$6.41 Billion 7.28% of portfolio
54,863
Q4 2024 New
$0
$2.27 Billion 2.58% of portfolio
46,473
Q4 2024 New
$0
$2.27 Billion 2.58% of portfolio
43,862
Q4 2024 New
$0
$2.22 Billion 2.53% of portfolio
44,048
Q4 2024 New
$2.8T
$2.23 Billion 2.53% of portfolio
5,286
Q4 2024 New
$0
$2.12 Billion 2.41% of portfolio
21,136
Q4 2024 New
$3.57T
$2.05 Billion 2.32% of portfolio
8,167
Q4 2024 New
$270B
$2 Billion 2.28% of portfolio
14,925
Q4 2024 New
$0
$1.93 Billion 2.19% of portfolio
18,507
Q4 2024 New
$75.5B
$1.9 Billion 2.16% of portfolio
22,294
Q4 2024 New
$1.94T
$1.87 Billion 2.13% of portfolio
8,543
Q4 2024 New
$43.4B
$1.71 Billion 1.94% of portfolio
2,422
Q4 2024 New
$720B
$1.61 Billion 1.83% of portfolio
6,732
Q4 2024 New
$0
$1.59 Billion 1.81% of portfolio
28,225
Q4 2024 New
$130B
$1.38 Billion 1.57% of portfolio
24,385
Q4 2024 New
$268B
$1.35 Billion 1.54% of portfolio
4,049
Q4 2024 New
$0
$1.26 Billion 1.43% of portfolio
12,636
Q4 2024 New
$51.1B
$1.18 Billion 1.34% of portfolio
6,466
Q4 2024 New
$15.9B
$1.16 Billion 1.32% of portfolio
9,135
Q4 2024 New
$3.94B
$1.16 Billion 1.32% of portfolio
16,347
Q4 2024 New
$259B
$1.16 Billion 1.31% of portfolio
18,451
Q4 2024 New
$0
$1.07 Billion 1.22% of portfolio
58,470
Q4 2024 New
$0
$1.04 Billion 1.18% of portfolio
6,516
Q4 2024 New
$8.08B
$1.01 Billion 1.15% of portfolio
6,537
Q4 2024 New
$922B
$996 Million 1.13% of portfolio
5,259
Q4 2024 New
$375B
$946 Million 1.07% of portfolio
2,431
Q4 2024 New
$2.36B
$932 Million 1.06% of portfolio
29,930
Q4 2024 New
$68.8B
$896 Million 1.02% of portfolio
5,024
Q4 2024 New
$8.89B
$895 Million 1.02% of portfolio
18,725
Q4 2024 New
$201B
$886 Million 1.01% of portfolio
2,986
Q4 2024 New
$8.83B
$872 Million 0.99% of portfolio
26,648
Q4 2024 New
$12.2B
$871 Million 0.99% of portfolio
15,201
Q4 2024 New
$202B
$864 Million 0.98% of portfolio
37,934
Q4 2024 New
$434B
$825 Million 0.94% of portfolio
5,703
Q4 2024 New
$253B
$811 Million 0.92% of portfolio
13,694
Q4 2024 New
$573B
$814 Million 0.92% of portfolio
2,576
Q4 2024 New
$63.4B
$794 Million 0.9% of portfolio
2,821
Q4 2024 New
$5.01B
$752 Million 0.85% of portfolio
22,319
Q4 2024 New
$67.8B
$747 Million 0.85% of portfolio
3,220
Q4 2024 New
$327B
$729 Million 0.83% of portfolio
5,035
Q4 2024 New
$18.2B
$693 Million 0.79% of portfolio
3,770
Q4 2024 New
$137B
$658 Million 0.75% of portfolio
9,341
Q4 2024 New
$419B
$651 Million 0.74% of portfolio
711
Q4 2024 New
$36.4B
$649 Million 0.74% of portfolio
2,054
Q4 2024 New
Knife River Corp
-
$645 Million 0.73% of portfolio
-
Q4 2024 New
Arista Networks Inc
-
$630 Million 0.72% of portfolio
-
Q4 2024 New
$0
$618 Million 0.7% of portfolio
21,177
Q4 2024 New
$142B
$615 Million 0.7% of portfolio
8,306
Q4 2024 New
$134B
$613 Million 0.7% of portfolio
6,176
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 112
  • Current Value $88 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 112 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
Track This Portfolio

Track Unified Investment Management Portfolio

Follow Unified Investment Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Unified Investment Management, based on Form 13F filings with the SEC.

News

Stay updated on Unified Investment Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email