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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.08T
$2.23 Billion 2.53% of portfolio
5,286
Q4 2024 New
$3.74T
$2.05 Billion 2.32% of portfolio
8,167
Q4 2024 New
$311B
$2 Billion 2.28% of portfolio
14,925
Q4 2024 New
$2.41T
$1.87 Billion 2.13% of portfolio
8,543
Q4 2024 New
$793B
$1.61 Billion 1.83% of portfolio
6,732
Q4 2024 New
$348B
$1.35 Billion 1.54% of portfolio
4,049
Q4 2024 New
$237B
$1.16 Billion 1.31% of portfolio
18,451
Q4 2024 New
$1.23T
$996 Million 1.13% of portfolio
5,259
Q4 2024 New
$424B
$946 Million 1.07% of portfolio
2,431
Q4 2024 New
$240B
$886 Million 1.01% of portfolio
2,986
Q4 2024 New
$404B
$825 Million 0.94% of portfolio
5,703
Q4 2024 New
$257B
$811 Million 0.92% of portfolio
13,694
Q4 2024 New
$571B
$814 Million 0.92% of portfolio
2,576
Q4 2024 New
$299B
$729 Million 0.83% of portfolio
5,035
Q4 2024 New
$462B
$651 Million 0.74% of portfolio
711
Q4 2024 New
$203B
$611 Million 0.69% of portfolio
1,373
Q4 2024 New
$450B
$526 Million 0.6% of portfolio
590
Q4 2024 New
$339B
$459 Million 0.52% of portfolio
2,584
Q4 2024 New
$616B
$451 Million 0.51% of portfolio
995
Q4 2024 New
$228B
$400 Million 0.45% of portfolio
768
Q4 2024 New
$231B
$368 Million 0.42% of portfolio
3,250
Q4 2024 New
$273B
$344 Million 0.39% of portfolio
5,520
Q4 2024 New
$1.58T
$233 Million 0.26% of portfolio
398
Q4 2024 New
$1.19T
$218 Million 0.25% of portfolio
540
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
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