Investors Asset Management Of Georgia Inc Portfolio Holdings

Investors Asset Management Of Georgia Inc

  • $202 Million
  • Q4 2024

Investors Asset Management Of Georgia Inc has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $202 Million distributed in 160 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Equifax Inc with a value of $22.5M, Core Card Corp with a value of $6.9M, Jpmorgan Chase & CO with a value of $6.59M, Microsoft Corp with a value of $6.32M, and Eli Lilly & CO with a value of $5.53M.

Examining the 13F form we can see an decrease of $6.51M in the current position value, from $208M to 202M.

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

Portfolio value $202 Million
Technology: $41.5 Million
Industrials: $39.2 Million
Financial Services: $27 Million
ETFs: $21.1 Million
Healthcare: $21 Million
Consumer Defensive: $17.7 Million
Energy: $15.2 Million
Consumer Cyclical: $11.2 Million
Other: $7.72 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$841M
$4.37 Million 2.17% of portfolio
53,000
Q4 2024 Reduced 1.43%
$349M
$1.76 Million 0.87% of portfolio
160,714
Q4 2024 Added 1.02%
$1.04B
$936,000 0.46% of portfolio
36,623
Q4 2024 Reduced 10.38%
$981M
$818,000 0.41% of portfolio
35,976
Q4 2024 Reduced 4.3%
$1.85B
$833,000 0.41% of portfolio
4,230
Q4 2024 Reduced 2.31%
$432M
$359,000 0.18% of portfolio
52,189
Q4 2024 Reduced 1.85%
$1.87B
$154,000 0.08% of portfolio
16,650
Q4 2024 Reduced 7.76%

Summary

  • Portfolio
  • No. of Stocks 160
  • Current Value $202 Million
  • Prior Value $208 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 2 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 82 stocks
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