$198 Million is the total value of INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's 175 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| OXYWS | New | OCCIDENTAL PETE CORP*w exp 08/03/202 | $345,000 | – | 9,806 | +100.0% | 0.17% | – |
| New | SHELL PLCspon ads | $332,000 | – | 6,035 | +100.0% | 0.17% | – | |
| IWM | New | ISHARES TRrussell 2000 etf | $262,000 | – | 1,278 | +100.0% | 0.13% | – |
| UNM | New | UNUM GROUP | $234,000 | – | 7,425 | +100.0% | 0.12% | – |
| K | New | KELLOGG CO | $213,000 | – | 3,300 | +100.0% | 0.11% | – |
| UNP | New | UNION PAC CORP | $204,000 | – | 747 | +100.0% | 0.10% | – |
| WAFD | New | WASHINGTON FED INC | $202,000 | – | 6,150 | +100.0% | 0.10% | – |
| GOEDWS | New | 1847 GOEDEKER INC*w exp 06/02/202 | $12,000 | – | 20,000 | +100.0% | 0.01% | – |
| New | WEJO GROUP LIMITED*w exp 11/18/202 | $6,000 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-20
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.