$165 Million is the total value of INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's 152 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TFC | New | TRUIST FINL CORP | $2,142,000 | – | 38,030 | +100.0% | 1.30% | – |
| TSLA | New | TESLA INC | $418,000 | – | 1,000 | +100.0% | 0.25% | – |
| USB | New | US BANCORP DEL | $291,000 | – | 4,915 | +100.0% | 0.18% | – |
| NEA | New | NUVEEN AMT FREE QLTY MUN INC | $288,000 | – | 20,006 | +100.0% | 0.18% | – |
| AMLP | New | ALPS ETF TRalerian mlp | $228,000 | – | 26,770 | +100.0% | 0.14% | – |
| UTX | New | UNITED TECHNOLOGIES CORP | $217,000 | – | 1,446 | +100.0% | 0.13% | – |
| BRO | New | BROWN & BROWN INC | $205,000 | – | 5,180 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EQUIFAX INC COM | 39 | Q2 2024 | 24.1% |
| FIDELITY NATL INFORMATION SV | 39 | Q2 2024 | 9.8% |
| INTELLIGENT SYS CORP NEW | 39 | Q2 2024 | 7.5% |
| HOME DEPOT INC COM | 39 | Q2 2024 | 3.5% |
| JP MORGAN CHASE & CO COM | 39 | Q2 2024 | 2.7% |
| MICROSOFT CORP COM | 39 | Q2 2024 | 3.3% |
| COCA-COLA CO COM | 39 | Q2 2024 | 2.2% |
| PFIZER INC COM | 39 | Q2 2024 | 1.9% |
| AMER SOFTWARE INC | 39 | Q2 2024 | 2.0% |
| LILLY ELI & CO | 39 | Q2 2024 | 3.5% |
View INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-16 |
| 13F-HR | 2024-07-29 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-31 |
| 13F-HR | 2023-11-09 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-01 |
| 13F-HR | 2023-02-02 |
| 13F-HR | 2022-10-27 |
| 13F-HR | 2022-08-01 |
View INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.