$148 Million is the total value of INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's 140 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MPW | Exit | MEDICAL PPTYS TRUST INC | $0 | – | -12,000 | -100.0% | -0.14% | – |
| ALB | Exit | ALBEMARLE CORP | $0 | – | -2,630 | -100.0% | -0.16% | – |
| VTIP | Exit | VANGUARD MALVERN FDSstrm infproidx | $0 | – | -5,000 | -100.0% | -0.17% | – |
| AVDL | Exit | AVADEL PHARMACEUTICALS PLCsponsored adr | $0 | – | -53,325 | -100.0% | -0.18% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -1,355 | -100.0% | -0.19% | – |
| BSV | Exit | VANGUARD BD INDEX FDSshort trm bond | $0 | – | -4,784 | -100.0% | -0.27% | – |
| LUMN | Exit | LUMEN TECHNOLOGIES INC | $0 | – | -49,224 | -100.0% | -0.33% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -11,421 | -100.0% | -0.62% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -5,576 | -100.0% | -0.64% | – |
| TSLA | Exit | TESLA INC | $0 | – | -5,500 | -100.0% | -1.58% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-01-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| EQUIFAX INC COM | 36 | Q3 2023 | 24.1% |
| FIDELITY NATL INFORMATION SV | 36 | Q3 2023 | 9.8% |
| INTELLIGENT SYS CORP NEW | 36 | Q3 2023 | 7.5% |
| HOME DEPOT INC COM | 36 | Q3 2023 | 3.5% |
| JP MORGAN CHASE & CO COM | 36 | Q3 2023 | 2.7% |
| MICROSOFT CORP COM | 36 | Q3 2023 | 2.8% |
| COCA-COLA CO COM | 36 | Q3 2023 | 2.2% |
| AMER SOFTWARE INC | 36 | Q3 2023 | 2.0% |
| PFIZER INC COM | 36 | Q3 2023 | 1.9% |
| ALTRIA GROUP INC COM | 36 | Q3 2023 | 1.9% |
View INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-20 |
| 13F-HR | 2022-02-03 |
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.