The Analysis of INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's Holdings
Currently, INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds 179 types of securities in its portfolio with a total value $235.0M. In the most recent quarter, they have increased their positions in TFC (+37.6K shares, valued at $1.7M), LUMN (+97.8K shares, valued at $598.4K), NEE (+5.6K shares, valued at $424.6K); decreased their positions in MP (-4.7K shares, valued at $311.9K), SHOP (-1.0K shares, valued at $153.8K), WFC (-1.1K shares, valued at $90.3K); initiated new positions in TFC (+37.6K shares, valued at $1.7M), NEE (+5.6K shares, valued at $424.6K), DBI (+110.4K shares, valued at $390.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
EFX EQUIFAX INC87.3K shares0.00%2025-09-302025-10-23
JPM JPMORGAN CHASE & CO.26.7K shares-0.29%2025-09-302025-10-23 CCRD CORECARD CORPORATION296.2K shares-0.37%2025-09-302025-10-23 MSFT MICROSOFT CORP14.7K shares0.07%2025-09-302025-10-23 IWM ISHARES TR24.8K shares3.47%2025-09-302025-10-23 HD HOME DEPOT INC14.1K shares0.39%2025-09-302025-10-23 LLY ELI LILLY & CO6.9K shares0.36%2025-09-302025-10-23 CVX CHEVRON CORP NEW29.5K shares0.57%2025-09-302025-10-23 AMD ADVANCED MICRO DEVICES INC27.1K shares-0.19%2025-09-302025-10-23 FIS FIDELITY NATL INFORMATION SV66.4K shares0.01%2025-09-302025-10-23 ABBV ABBVIE INC18.5K shares-0.79%2025-09-302025-10-23 AAPL APPLE INC16.6K shares-0.10%2025-09-302025-10-23 CAT CATERPILLAR INC7.6K shares0.00%2025-09-302025-10-23 BELFB BEL FUSE INC25.0K shares-0.99%2025-09-302025-10-23 GE GE AEROSPACE11.8K shares0.01%2025-09-302025-10-23 BELFA BEL FUSE INC26.2K shares0.38%2025-09-302025-10-23 AXP AMERICAN EXPRESS CO8.5K shares0.00%2025-09-302025-10-23 QQQ INVESCO QQQ TR4.3K shares0.35%2025-09-302025-10-23 PM PHILIP MORRIS INTL INC15.8K shares0.00%2025-09-302025-10-23 VTI VANGUARD INDEX FDS7.6K shares4.27%2025-09-302025-10-23 PFE PFIZER INC94.7K shares-0.61%2025-09-302025-10-23 KO COCA COLA CO36.2K shares-0.24%2025-09-302025-10-23 MO ALTRIA GROUP INC36.0K shares-0.14%2025-09-302025-10-23 IBM INTERNATIONAL BUSINESS MACHS8.2K shares0.15%2025-09-302025-10-23 BAC BANK AMERICA CORP44.0K shares-0.22%2025-09-302025-10-23 VYM VANGUARD WHITEHALL FDS16.1K shares0.22%2025-09-302025-10-23 SPY SPDR S&P 500 ETF TR3.3K shares8.66%2025-09-302025-10-23 COST COSTCO WHSL CORP NEW2.4K shares0.00%2025-09-302025-10-23 MCK MCKESSON CORP2.7K shares6.75%2025-09-302025-10-23 BX BLACKSTONE INC12.0K shares2.45%2025-09-302025-10-23 MCD MCDONALDS CORP6.7K shares0.01%2025-09-302025-10-23 AVDL AVADEL PHARMACEUTICALS PLC132.2K shares-0.68%2025-09-302025-10-23 GILD GILEAD SCIENCES INC18.1K shares0.02%2025-09-302025-10-23 CSCO CISCO SYS INC29.4K shares-0.83%2025-09-302025-10-23 OKE ONEOK INC NEW27.2K shares-0.89%2025-09-302025-10-23 RTX RTX CORPORATION11.5K shares1.34%2025-09-302025-10-23 BA BOEING CO8.8K shares-1.48%2025-09-302025-10-23 LMT LOCKHEED MARTIN CORP3.6K shares0.14%2025-09-302025-10-23 TT TRANE TECHNOLOGIES PLC4.3K shares0.00%2025-09-302025-10-23 AVGO BROADCOM INC5.3K shares0.00%2025-09-302025-10-23 TFC TRUIST FINL CORP37.6K sharesnew addition2025-09-302025-10-23 JNJ JOHNSON & JOHNSON9.1K shares0.22%2025-09-302025-10-23 BP BP PLC47.7K shares4.41%2025-09-302025-10-23 ITW ILLINOIS TOOL WKS INC6.1K shares0.00%2025-09-302025-10-23 XOM EXXON MOBIL CORP13.7K shares0.72%2025-09-302025-10-23 T AT&T INC54.5K shares0.01%2025-09-302025-10-23 VOO VANGUARD INDEX FDS2.5K shares-1.80%2025-09-302025-10-23 MRK MERCK & CO INC18.2K shares2.13%2025-09-302025-10-23 DIS DISNEY WALT CO13.2K shares0.51%2025-09-302025-10-23 WFC WELLS FARGO CO NEW17.7K shares-5.73%2025-09-302025-10-23 GEV GE VERNOVA INC2.4K shares-0.50%2025-09-302025-10-23 ORCL ORACLE CORP4.8K shares0.00%2025-09-302025-10-23 RF REGIONS FINANCIAL CORP NEW49.7K shares-0.47%2025-09-302025-10-23 UPS UNITED PARCEL SERVICE INC15.5K shares35.23%2025-09-302025-10-23 TRV TRAVELERS COMPANIES INC4.4K shares0.00%2025-09-302025-10-23 NFLX NETFLIX INC1.0K shares0.00%2025-09-302025-10-23 COP CONOCOPHILLIPS12.7K shares-0.37%2025-09-302025-10-23 OXY OCCIDENTAL PETE CORP25.4K shares0.00%2025-09-302025-10-23 XLF SELECT SECTOR SPDR TR22.1K shares-0.16%2025-09-302025-10-23 SNV SYNOVUS FINL CORP23.8K shares-0.20%2025-09-302025-10-23 MDLZ MONDELEZ INTL INC17.9K shares-1.38%2025-09-302025-10-23 AZN ASTRAZENECA PLC14.6K shares-0.34%2025-09-302025-10-23 F FORD MTR CO91.6K shares-0.08%2025-09-302025-10-23 PRTH PRIORITY TECHNOLOGY HLDGS IN156.9K shares14.55%2025-09-302025-10-23 PG PROCTER AND GAMBLE CO6.7K shares0.00%2025-09-302025-10-23 WMT WALMART INC9.6K shares-0.81%2025-09-302025-10-23 VZ VERIZON COMMUNICATIONS INC22.4K shares0.08%2025-09-302025-10-23 WSBC WESBANCO INC29.8K shares0.27%2025-09-302025-10-23 LUMN LUMEN TECHNOLOGIES INC152.8K shares177.69%2025-09-302025-10-23 TGT TARGET CORP10.4K shares-0.84%2025-09-302025-10-23 ODP THE ODP CORP33.4K shares-5.79%2025-09-302025-10-23 INTC INTEL CORP27.4K shares0.57%2025-09-302025-10-23 AMZN AMAZON COM INC4.1K shares15.10%2025-09-302025-10-23 KHC KRAFT HEINZ CO34.0K shares0.56%2025-09-302025-10-23 NVDA NVIDIA CORPORATION4.6K shares-7.09%2025-09-302025-10-23 FCX FREEPORT-MCMORAN INC21.2K shares18.35%2025-09-302025-10-23 FNF FIDELITY NATIONAL FINANCIAL13.3K shares0.00%2025-09-302025-10-23 MMM 3M CO5.1K shares-4.88%2025-09-302025-10-23 C CITIGROUP INC7.7K shares0.00%2025-09-302025-10-23 NOK NOKIA CORP157.0K shares-0.95%2025-09-302025-10-23 XLE SELECT SECTOR SPDR TR8.4K shares0.24%2025-09-302025-10-23 LIN LINDE PLC1.6K shares-2.17%2025-09-302025-10-23 CVS CVS HEALTH CORP9.8K shares5.68%2025-09-302025-10-23 AFL AFLAC INC6.6K shares0.02%2025-09-302025-10-23 MP MP MATERIALS CORP10.8K shares-30.05%2025-09-302025-10-23 ALL ALLSTATE CORP3.3K shares0.00%2025-09-302025-10-23 AGM FEDERAL AGRIC MTG CORP4.0K shares0.00%2025-09-302025-10-23 KMI KINDER MORGAN INC DEL23.9K shares0.00%2025-09-302025-10-23 HPE HEWLETT PACKARD ENTERPRISE C27.5K shares0.17%2025-09-302025-10-23 CSX CSX CORP18.6K shares-1.26%2025-09-302025-10-23 HON HONEYWELL INTL INC3.1K shares87.27%2025-09-302025-10-23 ABT ABBOTT LABS4.7K shares0.23%2025-09-302025-10-23 VO VANGUARD INDEX FDS2.1K shares29.09%2025-09-302025-10-23 HBAN HUNTINGTON BANCSHARES INC34.5K shares0.00%2025-09-302025-10-23 ZTS ZOETIS INC4.0K shares46.49%2025-09-302025-10-23 VOT VANGUARD INDEX FDS1.8K shares3.28%2025-09-302025-10-23 WMB WILLIAMS COS INC8.4K shares-0.71%2025-09-302025-10-23 GOOG ALPHABET INC2.2K shares-1.14%2025-09-302025-10-23 BRK.B BERKSHIRE HATHAWAY INC DEL1.0K shares4.40%2025-09-302025-10-23 CLX CLOROX CO DEL4.2K shares-3.44%2025-09-302025-10-23 FITB FIFTH THIRD BANCORP11.6K shares-10.52%2025-09-302025-10-23 KEY KEYCORP27.3K shares22.01%2025-09-302025-10-23 JPC NUVEEN PFD & INCOME OPPORTUN61.3K shares28.27%2025-09-302025-10-23 IP INTERNATIONAL PAPER CO10.6K shares-8.25%2025-09-302025-10-23 PSLV SPROTT ASSET MANAGEMENT LP30.0K shares0.00%2025-09-302025-10-23 BMY BRISTOL-MYERS SQUIBB CO10.3K shares7.30%2025-09-302025-10-23 UNM UNUM GROUP5.9K shares0.07%2025-09-302025-10-23 XLV SELECT SECTOR SPDR TR3.3K shares1.85%2025-09-302025-10-23 VRT VERTIV HOLDINGS CO3.0K shares1.85%2025-09-302025-10-23 D DOMINION ENERGY INC7.4K shares0.00%2025-09-302025-10-23 DUK DUKE ENERGY CORP NEW3.6K shares22.78%2025-09-302025-10-23 KMB KIMBERLY-CLARK CORP3.5K shares-3.47%2025-09-302025-10-23 RGA REINSURANCE GRP OF AMERICA I2.2K shares26.33%2025-09-302025-10-23 LOW LOWES COS INC1.7K shares0.29%2025-09-302025-10-23 GIS GENERAL MLS INC8.4K shares-5.57%2025-09-302025-10-23 NEE NEXTERA ENERGY INC5.6K sharesnew addition2025-09-302025-10-23 GD GENERAL DYNAMICS CORP1.2K shares0.00%2025-09-302025-10-23 CAH CARDINAL HEALTH INC2.6K shares0.00%2025-09-302025-10-23 GS GOLDMAN SACHS GROUP INC518 shares0.97%2025-09-302025-10-23 GLW CORNING INC5.0K shares0.00%2025-09-302025-10-23 VIG VANGUARD SPECIALIZED FUNDS1.9K shares5.90%2025-09-302025-10-23 SCHW SCHWAB CHARLES CORP4.1K shares-1.13%2025-09-302025-10-23 DBI DESIGNER BRANDS INC110.4K sharesnew addition2025-09-302025-10-23 MOS MOSAIC CO NEW10.7K shares16.30%2025-09-302025-10-23 URI UNITED RENTALS INC383 shares0.00%2025-09-302025-10-23 DVN DEVON ENERGY CORP NEW10.3K shares1.51%2025-09-302025-10-23 DD DUPONT DE NEMOURS INC4.6K shares-5.58%2025-09-302025-10-23 PSX PHILLIPS 662.6K shares0.00%2025-09-302025-10-23 NWL NEWELL BRANDS INC66.1K shares22.97%2025-09-302025-10-23 PRMB PRIMO BRANDS CORPORATION15.2K sharesnew addition2025-09-302025-10-23 STX SEAGATE TECHNOLOGY HLDNGS PL1.4K shares0.00%2025-09-302025-10-23 LW LAMB WESTON HLDGS INC5.6K shares23.21%2025-09-302025-10-23 ETN EATON CORP PLC848 shares0.00%2025-09-302025-10-23 SW SMURFIT WESTROCK PLC7.3K shares-10.42%2025-09-302025-10-23 HPQ HP INC11.1K shares2.07%2025-09-302025-10-23 DVY ISHARES TR2.1K shares0.00%2025-09-302025-10-23 IR INGERSOLL RAND INC3.6K shares0.00%2025-09-302025-10-23 COF CAPITAL ONE FINL CORP1.4K shares0.00%2025-09-302025-10-23 PHYS SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2025-09-302025-10-23 CEF SPROTT ASSET MANAGEMENT LP8.1K shares0.00%2025-09-302025-10-23 DOW DOW INC12.9K shares-7.31%2025-09-302025-10-23 STZ CONSTELLATION BRANDS INC2.1K shares24.65%2025-09-302025-10-23 HAL HALLIBURTON CO11.7K shares-2.51%2025-09-302025-10-23 TXN TEXAS INSTRS INC1.6K shares0.00%2025-09-302025-10-23 SO SOUTHERN CO3.0K shares0.00%2025-09-302025-10-23 BGS B & G FOODS INC NEW63.6K shares3.88%2025-09-302025-10-23 WES WESTERN MIDSTREAM PARTNERS L6.9K shares0.00%2025-09-302025-10-23 UNH UNITEDHEALTH GROUP INC769 shares6.95%2025-09-302025-10-23 EPD ENTERPRISE PRODS PARTNERS L8.5K sharesnew addition2025-09-302025-10-23 SHEL SHELL PLC3.7K shares-2.65%2025-09-302025-10-23 MU MICRON TECHNOLOGY INC1.6K sharesnew addition2025-09-302025-10-23 WBD WARNER BROS DISCOVERY INC13.2K shares-3.58%2025-09-302025-10-23 MPC MARATHON PETE CORP1.3K shares-7.02%2025-09-302025-10-23 XLK SELECT SECTOR SPDR TR905 shares-0.55%2025-09-302025-10-23 ENB ENBRIDGE INC5.0K shares0.00%2025-09-302025-10-23 IDV ISHARES TR6.8K shares7.96%2025-09-302025-10-23 ALB ALBEMARLE CORP3.0K sharesnew addition2025-09-302025-10-23 RUN SUNRUN INC14.1K shares-4.08%2025-09-302025-10-23 BG BUNGE GLOBAL SA3.0K sharesnew addition2025-09-302025-10-23 VYMI VANGUARD WHITEHALL FDS2.8K sharesnew addition2025-09-302025-10-23 VPU VANGUARD WORLD FD1.2K shares0.00%2025-09-302025-10-23 MAR MARRIOTT INTL INC NEW850 shares13.33%2025-09-302025-10-23 BDX BECTON DICKINSON & CO1.2K shares0.00%2025-09-302025-10-23 NEA NUVEEN AMT FREE QLTY MUN INC19.2K shares0.07%2025-09-302025-10-23 OXY.WS OCCIDENTAL PETE CORP8.4K sharesnew addition2025-09-302025-10-23 SHOP SHOPIFY INC1.4K shares-42.07%2025-09-302025-10-23 GLD SPDR GOLD TR584 sharesnew addition2025-09-302025-10-23 BAC-PL BANK AMERICA CORP160 sharesnew addition2025-09-302025-10-23 FDX FEDEX CORP853 sharesnew addition2025-09-302025-10-23 GNW GENWORTH FINL INC20.0K shares0.00%2025-09-302025-10-23 FLO FLOWERS FOODS INC12.0K shares8.58%2025-09-302025-10-23 BTZ BLACKROCK CR ALLOCATION INCO13.5K shares0.00%2025-09-302025-10-23 NUV NUVEEN MUN VALUE FD INC16.3K shares0.00%2025-09-302025-10-23 RIG TRANSOCEAN LTD25.1K shares-4.19%2025-09-302025-10-23 PAYS PAYSIGN INC10.0K shares0.00%2025-09-302025-10-23 AAME ATLANTIC AMERN CORP18.0K shares0.00%2025-09-302025-10-23 USIO USIO INC20.0K shares0.00%2025-09-302025-10-23 PLUG PLUG POWER INC10.0K shares0.00%2025-09-302025-10-23 XLO XILIO THERAPEUTICS INC10.0K shares0.00%2025-09-302025-10-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available