Sponsored

The Analysis of INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's Holdings & P&L

Currently, INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV holds 182 types of securities in its portfolio with a total value $244.3M. In the most recent quarter, they have increased their positions in N/A (+7.5K shares, valued at $1.5M), N/A (+13.1K shares, valued at $1.1M), N/A (+5.8K shares, valued at $669.3K); decreased their positions in IWM (-8.8K shares, valued at $2.2M), COST (-100 shares, valued at $99.6K), KMB (-770 shares, valued at $74.3K); initiated new positions in N/A (+7.5K shares, valued at $1.5M), N/A (+13.1K shares, valued at $1.1M), SHOP (+5.0K shares, valued at $591.3K).

1M P&L

+8.0M+3.38%

3M P&L

+19.9M+8.81%

HY P&L

+26.4M+12.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A22.3M

10.1%

2Drug Manufacturers - General19.2M

8.6%

3Consulting Services15.6M

7.1%

Top Industries by Stock Count

1N/A24 stocks

15.1%

2Drug Manufacturers - General7 stocks

4.4%

3Software - Infrastructure7 stocks

4.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EFX EQUIFAX INC86.9K shares0.00%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO26.8K shares0.58%2026-03-312026-04-27

LLY ELI LILLY & CO6.9K shares0.39%2026-03-312026-04-27

IWM ISHARES TR25.8K shares-25.40%2026-03-312026-04-27

EEFT EURONET WORLDWIDE INC95.3K shares2.47%2026-03-312026-04-27

CVX CHEVRON CORPORATION29.3K shares-0.76%2026-03-312026-04-27

MSFT MICROSOFT CORP14.8K shares1.26%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC26.9K shares-0.19%2026-03-312026-04-27

Sponsored

CAT CATERPILLAR INC7.7K shares1.75%2026-03-312026-04-27

BELFB BEL FUSE INC24.8K shares-0.60%2026-03-312026-04-27

HD HOME DEPOT INC14.2K shares1.37%2026-03-312026-04-27

BELFA BEL FUSE INC25.8K shares-0.62%2026-03-312026-04-27

AAPL APPLE INC16.9K shares1.74%2026-03-312026-04-27

ABBV ABBVIE INC18.6K shares0.34%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE11.0K shares-0.09%2026-03-312026-04-27

FIS FIDELITY NATL INFORMATION SV66.4K shares0.01%2026-03-312026-04-27

Sponsored

KO COCA COLA CO37.1K shares1.14%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO8.8K shares3.52%2026-03-312026-04-27

PFE PFIZER INC94.5K shares3.30%2026-03-312026-04-27

GILD GILEAD SCIENCES INC18.6K shares2.66%2026-03-312026-04-27

OKE ONEOK INC NEW28.4K shares2.82%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC21.6K shares36.96%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC15.0K shares0.00%2026-03-312026-04-27

VTI VANGUARD INDEX FDS7.5K shares-1.40%2026-03-312026-04-27

Sponsored

VYM VANGUARD WHITEHALL FDS16.1K shares0.25%2026-03-312026-04-27

MO ALTRIA GROUP INC36.0K shares1.42%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR4.1K shares3.14%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T3.6K shares5.16%2026-03-312026-04-27

CSCO CISCO SYS INC30.1K shares3.06%2026-03-312026-04-27

BP BP PLC49.0K shares3.05%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP3.8K shares4.02%2026-03-312026-04-27

MCK MCKESSON CORP2.6K shares-0.19%2026-03-312026-04-27

Sponsored

COST COSTCO WHOLESALE CORPORATION2.3K shares-4.22%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC18.6K shares2.64%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON9.1K shares-0.22%2026-03-312026-04-27

RTX RTX CORPORATION11.4K shares-1.02%2026-03-312026-04-27

BAC BANK AMERICA CORP44.2K shares0.93%2026-03-312026-04-27

MCD MCDONALDS CORP6.9K shares3.46%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS8.7K shares6.64%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC20.2K shares25.20%2026-03-312026-04-27

Sponsored

GEV GE VERNOVA INC2.2K shares-1.12%2026-03-312026-04-27

TFC TRUIST FINL CORP39.8K shares5.66%2026-03-312026-04-27

XOM EXXON MOBIL CORP10.7K shares0.39%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC4.3K shares0.00%2026-03-312026-04-27

OXY OCCIDENTAL PETE CORP26.8K shares6.35%2026-03-312026-04-27

BROADCOM INC BROADCOM INC5.3K shares1.42%2026-03-312026-04-27

BA BOEING CO8.2K shares-0.40%2026-03-312026-04-27

COP CONOCOPHILLIPS12.2K shares3.41%2026-03-312026-04-27

Sponsored

T AT&T INC54.9K shares1.88%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC6.1K shares0.00%2026-03-312026-04-27

NFLX NETFLIX INC.16.3K shares60.34%2026-03-312026-04-27

ASTRAZENECA PLC ASTRAZENECA PLC7.5K sharesnew addition2026-03-312026-04-27

WFC WELLS FARGO & CO18.1K shares2.29%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares-2.96%2026-03-312026-04-27

DIS DISNEY WALT CO14.8K shares4.58%2026-03-312026-04-27

RF REGIONS FINANCIAL CORP NEW50.7K shares2.49%2026-03-312026-04-27

Sponsored

TRV TRAVELERS COMPANIES INC4.5K shares3.44%2026-03-312026-04-27

TGT TARGET CORP10.6K shares2.52%2026-03-312026-04-27

INTC INTEL CORP28.8K shares2.62%2026-03-312026-04-27

NOK NOKIA CORP157.2K shares0.00%2026-03-312026-04-27

LUMN LUMEN TECHNOLOGIES INC176.3K shares6.72%2026-03-312026-04-27

FCX FREEPORT MCMORAN INC20.7K shares-2.34%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC23.9K shares0.23%2026-03-312026-04-27

AMZN AMAZON COM INC5.7K shares37.57%2026-03-312026-04-27

Sponsored

WMT WALMART INC9.3K shares-1.83%2026-03-312026-04-27

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC13.1K sharesnew addition2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR21.7K shares-1.12%2026-03-312026-04-27

F FORD MTR CO89.5K shares-0.74%2026-03-312026-04-27

WSBC WESBANCO INC29.8K shares0.00%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO16.9K shares64.98%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR16.6K shares-0.57%2026-03-312026-04-27

MDLZ MONDELEZ INTL INC17.1K shares-2.65%2026-03-312026-04-27

Sponsored

PG PROCTER & GAMBLE CO6.7K shares-0.15%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL27.6K shares15.70%2026-03-312026-04-27

DOW DOW HLDGS INC22.0K shares100.39%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC7.4K shares-3.25%2026-03-312026-04-27

VO VANGUARD INDEX FDS2.8K shares19.01%2026-03-312026-04-27

CVS CVS HEALTH CORP11.1K shares9.64%2026-03-312026-04-27

PRTH PRIORITY TECHNOLOGY HLDGS IN168.9K shares1.05%2026-03-312026-04-27

HON HONEYWELL INTL INC3.5K shares9.65%2026-03-312026-04-27

Sponsored

LINDE PLC LINDE PLC1.6K shares0.00%2026-03-312026-04-27

ALL ALLSTATE CORP3.7K shares14.73%2026-03-312026-04-27

KHC KRAFT HEINZ CO34.1K shares7.73%2026-03-312026-04-27

CSX CSX CORP18.6K shares0.02%2026-03-312026-04-27

ZTS ZOETIS INC6.2K shares8.58%2026-03-312026-04-27

PSLV SPROTT ASSET MANAGEMENT LP30.0K shares0.00%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO2.9K shares0.00%2026-03-312026-04-27

MMM 3M CO5.0K shares-0.50%2026-03-312026-04-27

Sponsored

ORCL ORACLE CORP4.9K shares0.27%2026-03-312026-04-27

NVDA NVIDIA CORPORATION4.1K shares7.07%2026-03-312026-04-27

HPE HEWLETT PACKARD ENTERPRISE C29.6K shares8.10%2026-03-312026-04-27

AFL AFLAC INC6.3K shares-3.07%2026-03-312026-04-27

GLW CORNING INC5.0K shares0.00%2026-03-312026-04-27

MP MP MATERIALS CORP13.9K shares32.30%2026-03-312026-04-27

WMB WILLIAMS COS INC9.0K shares-5.73%2026-03-312026-04-27

KEY KEYCORP32.5K shares1.74%2026-03-312026-04-27

Sponsored

BUNGE GLOBAL SA BUNGE GLOBAL SA4.9K shares-5.72%2026-03-312026-04-27

DBI DESIGNER BRANDS INC108.7K shares1.19%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2K shares109.05%2026-03-312026-04-27

KMB KIMBERLY-CLARK CORP6.3K shares-10.90%2026-03-312026-04-27

FNF FIDELITY NATL FINL INC13.1K shares0.00%2026-03-312026-04-27

AGM FEDERAL AGRIC MTG CORP4.1K shares1.24%2026-03-312026-04-27

HBAN HUNTINGTON BANCSHARES INC38.0K shares10.14%2026-03-312026-04-27

SHOP SHOPIFY INC5.0K sharesnew addition2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC2.1K shares0.00%2026-03-312026-04-27

FITB FIFTH THIRD BANCORP12.1K shares5.11%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.7K shares0.00%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L14.7K shares0.57%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares10.54%2026-03-312026-04-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.4K shares0.00%2026-03-312026-04-27

CAH CARDINAL HEALTH INC2.5K shares-3.77%2026-03-312026-04-27

NEE NEXTERA ENERGY INC5.6K shares-5.03%2026-03-312026-04-27

Sponsored

DVN DEVON ENERGY CORP NEW10.1K shares0.00%2026-03-312026-04-27

JPC NUVEEN PFD & INCOME OPPORTUN67.3K shares6.32%2026-03-312026-04-27

ALB ALBEMARLE CORP2.7K shares-6.59%2026-03-312026-04-27

ABT ABBOTT LABORATORIES4.7K shares-0.30%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR3.3K shares0.00%2026-03-312026-04-27

VOT VANGUARD INDEX FDS1.8K shares0.55%2026-03-312026-04-27

RGA REINSURANCE GROUP AMER INC2.3K shares3.41%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.6K shares0.00%2026-03-312026-04-27

Sponsored

D DOMINION ENERGY INC7.4K shares0.00%2026-03-312026-04-27

HAL HALLIBURTON CO11.7K shares0.00%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC518 shares0.00%2026-03-312026-04-27

UNM UNUM GROUP5.9K shares0.08%2026-03-312026-04-27

FLO FLOWERS FOODS INC52.4K shares7.93%2026-03-312026-04-27

CLX CLOROX CO DEL4.1K shares-3.45%2026-03-312026-04-27

CRWV COREWEAVE INC5.4K sharesnew addition2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares-0.82%2026-03-312026-04-27

Sponsored

BGS B & G FOODS INC84.3K shares28.73%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.21%2026-03-312026-04-27

LOW LOWES COS INC1.7K shares0.00%2026-03-312026-04-27

FI FISERV INC7.1K shares1.94%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP4.1K shares0.07%2026-03-312026-04-27

MOS MOSAIC CO15.1K shares14.54%2026-03-312026-04-27

CEF SPROTT ASSET MANAGEMENT LP8.1K shares0.00%2026-03-312026-04-27

PSX PHILLIPS 662.1K shares0.00%2026-03-312026-04-27

Sponsored

IP INTERNATIONAL PAPER CO10.4K shares1.47%2026-03-312026-04-27

IDV ISHARES TR8.3K shares13.71%2026-03-312026-04-27

PHYS SPROTT ASSET MANAGEMENT LP10.0K shares0.00%2026-03-312026-04-27

SHEL SHELL PLC3.7K shares0.00%2026-03-312026-04-27

FDX FEDEX CORP954 shares11.71%2026-03-312026-04-27

VYMI VANGUARD WHITEHALL FDS3.6K shares0.00%2026-03-312026-04-27

DVY ISHARES TR2.1K shares0.00%2026-03-312026-04-27

MPC MARATHON PETE CORP1.3K shares-3.77%2026-03-312026-04-27

Sponsored

GIS GENERAL MILLS INC8.4K shares16.79%2026-03-312026-04-27

ALKS ALKERMES PLC8.6K sharesnew addition2026-03-312026-04-27

TXN TEXAS INSTRS INC1.6K shares0.00%2026-03-312026-04-27

WBD WARNER BROS DISCOVERY INC10.9K shares-14.53%2026-03-312026-04-27

URI UNITED RENTALS INC408 shares6.53%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC823 shares0.00%2026-03-312026-04-27

WES WESTERN MIDSTREAM PARTNERS L7.1K shares0.00%2026-03-312026-04-27

SO SOUTHERN CO3.0K shares0.97%2026-03-312026-04-27

Sponsored

IR INGERSOLL RAND INC3.6K shares0.00%2026-03-312026-04-27

STZ CONSTELLATION BRANDS INC1.9K shares-19.79%2026-03-312026-04-27

SW SMURFIT WESTROCK PLC7.2K shares0.00%2026-03-312026-04-27

PRMB PRIMO BRANDS CORPORATION15.2K shares0.00%2026-03-312026-04-27

MAR MARRIOTT INTL INC NEW850 shares0.00%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC1.0K shares15.10%2026-03-312026-04-27

ENB ENBRIDGE INC5.0K shares0.00%2026-03-312026-04-27

VSCO VICTORIAS SECRET AND CO5.8K shares4.54%2026-03-312026-04-27

Sponsored

ALPHABET INC ALPHABET INC905 shares1.46%2026-03-312026-04-27

COF CAPITAL ONE FINL CORP1.4K shares0.00%2026-03-312026-04-27

GLD SPDR GOLD TR584 shares0.00%2026-03-312026-04-27

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.1K sharesnew addition2026-03-312026-04-27

AMGN AMGEN INC690 shares0.00%2026-03-312026-04-27

NWL NEWELL BRANDS INC70.1K shares18.42%2026-03-312026-04-27

CRBG COREBRIDGE FINL INC9.9K sharesnew addition2026-03-312026-04-27

HP INC HP INC12.3K shares13.88%2026-03-312026-04-27

Sponsored

VPU VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR1.7K shares-2.89%2026-03-312026-04-27

CMI CUMMINS INC401 shares0.00%2026-03-312026-04-27

NEA NUVEEN AMT FREE QLTY MUN INC19.2K shares0.04%2026-03-312026-04-27

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC4.6K sharesnew addition2026-03-312026-04-27

RUN SUNRUN INC14.6K shares3.55%2026-03-312026-04-27

VENTURE GLOBAL INC VENTURE GLOBAL INC11.2K shares0.00%2026-03-312026-04-27

RIG TRANSOCEAN LTD25.1K shares0.00%2026-03-312026-04-27

Sponsored

GNW GENWORTH FINL INC20.0K shares0.00%2026-03-312026-04-27

NUV NUVEEN MUN VALUE FD INC16.3K shares0.00%2026-03-312026-04-27

BTZ BLACKROCK CR ALLOCATION13.5K shares0.00%2026-03-312026-04-27

PAYS PAYSIGN INC10.0K shares0.00%2026-03-312026-04-27

AAME ATLANTIC AMERN CORP18.0K shares0.00%2026-03-312026-04-27

USIO USIO INC20.0K shares0.00%2026-03-312026-04-27

EFX

EQUIFAX INC

0.00%

Shares86.9K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

0.58%

Shares26.8K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

0.39%

Shares6.9K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

-25.40%

Shares25.8K

Event2026-03-31

Filed2026-04-27

EEFT

EURONET WORLDWIDE INC

2.47%

Shares95.3K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

-0.76%

Shares29.3K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

1.26%

Shares14.8K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

-0.19%

Shares26.9K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

1.75%

Shares7.7K

Event2026-03-31

Filed2026-04-27

BELFB

BEL FUSE INC

-0.60%

Shares24.8K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

1.37%

Shares14.2K

Event2026-03-31

Filed2026-04-27

BELFA

BEL FUSE INC

-0.62%

Shares25.8K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

1.74%

Shares16.9K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

0.34%

Shares18.6K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

-0.09%

Shares11.0K

Event2026-03-31

Filed2026-04-27

FIS

FIDELITY NATL INFORMATION SV

0.01%

Shares66.4K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

1.14%

Shares37.1K

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

3.52%

Shares8.8K

Event2026-03-31

Filed2026-04-27

PFE

PFIZER INC

3.30%

Shares94.5K

Event2026-03-31

Filed2026-04-27

GILD

GILEAD SCIENCES INC

2.66%

Shares18.6K

Event2026-03-31

Filed2026-04-27

OKE

ONEOK INC NEW

2.82%

Shares28.4K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC

36.96%

Shares21.6K

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-1.40%

Shares7.5K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

0.25%

Shares16.1K

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

1.42%

Shares36.0K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

3.14%

Shares4.1K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

5.16%

Shares3.6K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

3.06%

Shares30.1K

Event2026-03-31

Filed2026-04-27

BP PLC

3.05%

Shares49.0K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

4.02%

Shares3.8K

Event2026-03-31

Filed2026-04-27

MCK

MCKESSON CORP

-0.19%

Shares2.6K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

-4.22%

Shares2.3K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

2.64%

Shares18.6K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-0.22%

Shares9.1K

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

-1.02%

Shares11.4K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

0.93%

Shares44.2K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

3.46%

Shares6.9K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

6.64%

Shares8.7K

Event2026-03-31

Filed2026-04-27

UPS

UNITED PARCEL SVCS INC

25.20%

Shares20.2K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

-1.12%

Shares2.2K

Event2026-03-31

Filed2026-04-27

TFC

TRUIST FINL CORP

5.66%

Shares39.8K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

0.39%

Shares10.7K

Event2026-03-31

Filed2026-04-27

TRANE TECHNOLOGIES PLC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-27

OXY

OCCIDENTAL PETE CORP

6.35%

Shares26.8K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

1.42%

Shares5.3K

Event2026-03-31

Filed2026-04-27

BOEING CO

-0.40%

Shares8.2K

Event2026-03-31

Filed2026-04-27

COP

CONOCOPHILLIPS

3.41%

Shares12.2K

Event2026-03-31

Filed2026-04-27

AT&T INC

1.88%

Shares54.9K

Event2026-03-31

Filed2026-04-27

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

60.34%

Shares16.3K

Event2026-03-31

Filed2026-04-27

ASTRAZENECA PLC

New

Shares7.5K

Event2026-03-31

Filed2026-04-27

WFC

WELLS FARGO & CO

2.29%

Shares18.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-2.96%

Shares2.4K

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

4.58%

Shares14.8K

Event2026-03-31

Filed2026-04-27

REGIONS FINANCIAL CORP NEW

2.49%

Shares50.7K

Event2026-03-31

Filed2026-04-27

TRV

TRAVELERS COMPANIES INC

3.44%

Shares4.5K

Event2026-03-31

Filed2026-04-27

TGT

TARGET CORP

2.52%

Shares10.6K

Event2026-03-31

Filed2026-04-27

INTC

INTEL CORP

2.62%

Shares28.8K

Event2026-03-31

Filed2026-04-27

NOK

NOKIA CORP

0.00%

Shares157.2K

Event2026-03-31

Filed2026-04-27

LUMN

LUMEN TECHNOLOGIES INC

6.72%

Shares176.3K

Event2026-03-31

Filed2026-04-27

FCX

FREEPORT MCMORAN INC

-2.34%

Shares20.7K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

0.23%

Shares23.9K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

37.57%

Shares5.7K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-1.83%

Shares9.3K

Event2026-03-31

Filed2026-04-27

PINNACLE FINL PARTNERS INC

New

Shares13.1K

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

-1.12%

Shares21.7K

Event2026-03-31

Filed2026-04-27

FORD MTR CO

-0.74%

Shares89.5K

Event2026-03-31

Filed2026-04-27

WSBC

WESBANCO INC

0.00%

Shares29.8K

Event2026-03-31

Filed2026-04-27

BMY

BRISTOL-MYERS SQUIBB CO

64.98%

Shares16.9K

Event2026-03-31

Filed2026-04-27

XLE

SELECT SECTOR SPDR TR

-0.57%

Shares16.6K

Event2026-03-31

Filed2026-04-27

MDLZ

MONDELEZ INTL INC

-2.65%

Shares17.1K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

-0.15%

Shares6.7K

Event2026-03-31

Filed2026-04-27

KMI

KINDER MORGAN INC DEL

15.70%

Shares27.6K

Event2026-03-31

Filed2026-04-27

DOW

DOW HLDGS INC

100.39%

Shares22.0K

Event2026-03-31

Filed2026-04-27

CITIGROUP INC

-3.25%

Shares7.4K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

19.01%

Shares2.8K

Event2026-03-31

Filed2026-04-27

CVS

CVS HEALTH CORP

9.64%

Shares11.1K

Event2026-03-31

Filed2026-04-27

PRTH

PRIORITY TECHNOLOGY HLDGS IN

1.05%

Shares168.9K

Event2026-03-31

Filed2026-04-27

HON

HONEYWELL INTL INC

9.65%

Shares3.5K

Event2026-03-31

Filed2026-04-27

LINDE PLC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-27

ALL

ALLSTATE CORP

14.73%

Shares3.7K

Event2026-03-31

Filed2026-04-27

KHC

KRAFT HEINZ CO

7.73%

Shares34.1K

Event2026-03-31

Filed2026-04-27

CSX

CSX CORP

0.02%

Shares18.6K

Event2026-03-31

Filed2026-04-27

ZTS

ZOETIS INC

8.58%

Shares6.2K

Event2026-03-31

Filed2026-04-27

PSLV

SPROTT ASSET MANAGEMENT LP

0.00%

Shares30.0K

Event2026-03-31

Filed2026-04-27

VRT

VERTIV HOLDINGS CO

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-27

MMM

3M CO

-0.50%

Shares5.0K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

0.27%

Shares4.9K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

7.07%

Shares4.1K

Event2026-03-31

Filed2026-04-27

HPE

HEWLETT PACKARD ENTERPRISE C

8.10%

Shares29.6K

Event2026-03-31

Filed2026-04-27

AFL

AFLAC INC

-3.07%

Shares6.3K

Event2026-03-31

Filed2026-04-27

GLW

CORNING INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-27

MP MATERIALS CORP

32.30%

Shares13.9K

Event2026-03-31

Filed2026-04-27

WMB

WILLIAMS COS INC

-5.73%

Shares9.0K

Event2026-03-31

Filed2026-04-27

KEY

KEYCORP

1.74%

Shares32.5K

Event2026-03-31

Filed2026-04-27

BUNGE GLOBAL SA

-5.72%

Shares4.9K

Event2026-03-31

Filed2026-04-27

DBI

DESIGNER BRANDS INC

1.19%

Shares108.7K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

109.05%

Shares3.2K

Event2026-03-31

Filed2026-04-27

KMB

KIMBERLY-CLARK CORP

-10.90%

Shares6.3K

Event2026-03-31

Filed2026-04-27

FNF

FIDELITY NATL FINL INC

0.00%

Shares13.1K

Event2026-03-31

Filed2026-04-27

AGM

FEDERAL AGRIC MTG CORP

1.24%

Shares4.1K

Event2026-03-31

Filed2026-04-27

HBAN

HUNTINGTON BANCSHARES INC

10.14%

Shares38.0K

Event2026-03-31

Filed2026-04-27

SHOP

SHOPIFY INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-27

FITB

FIFTH THIRD BANCORP

5.11%

Shares12.1K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-27

EPD

ENTERPRISE PRODS PARTNERS L

0.57%

Shares14.7K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

10.54%

Shares1.2K

Event2026-03-31

Filed2026-04-27

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

CAH

CARDINAL HEALTH INC

-3.77%

Shares2.5K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

-5.03%

Shares5.6K

Event2026-03-31

Filed2026-04-27

DVN

DEVON ENERGY CORP NEW

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-27

JPC

NUVEEN PFD & INCOME OPPORTUN

6.32%

Shares67.3K

Event2026-03-31

Filed2026-04-27

ALB

ALBEMARLE CORP

-6.59%

Shares2.7K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES

-0.30%

Shares4.7K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-27

VOT

VANGUARD INDEX FDS

0.55%

Shares1.8K

Event2026-03-31

Filed2026-04-27

RGA

REINSURANCE GROUP AMER INC

3.41%

Shares2.3K

Event2026-03-31

Filed2026-04-27

DUKE ENERGY CORP NEW

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-27

DOMINION ENERGY INC

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-27

HAL

HALLIBURTON CO

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

0.00%

Shares518

Event2026-03-31

Filed2026-04-27

UNM

UNUM GROUP

0.08%

Shares5.9K

Event2026-03-31

Filed2026-04-27

FLO

FLOWERS FOODS INC

7.93%

Shares52.4K

Event2026-03-31

Filed2026-04-27

CLX

CLOROX CO DEL

-3.45%

Shares4.1K

Event2026-03-31

Filed2026-04-27

CRWV

COREWEAVE INC

New

Shares5.4K

Event2026-03-31

Filed2026-04-27

GENERAL DYNAMICS CORP

-0.82%

Shares1.2K

Event2026-03-31

Filed2026-04-27

BGS

B & G FOODS INC

28.73%

Shares84.3K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

0.21%

Shares1.9K

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-27

FISERV INC

1.94%

Shares7.1K

Event2026-03-31

Filed2026-04-27

SCHW

SCHWAB CHARLES CORP

0.07%

Shares4.1K

Event2026-03-31

Filed2026-04-27

MOS

MOSAIC CO

14.54%

Shares15.1K

Event2026-03-31

Filed2026-04-27

CEF

SPROTT ASSET MANAGEMENT LP

0.00%

Shares8.1K

Event2026-03-31

Filed2026-04-27

PSX

PHILLIPS 66

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-27

INTERNATIONAL PAPER CO

1.47%

Shares10.4K

Event2026-03-31

Filed2026-04-27

IDV

ISHARES TR

13.71%

Shares8.3K

Event2026-03-31

Filed2026-04-27

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-27

SHEL

SHELL PLC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-27

FDX

FEDEX CORP

11.71%

Shares954

Event2026-03-31

Filed2026-04-27

VYMI

VANGUARD WHITEHALL FDS

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-27

DVY

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETE CORP

-3.77%

Shares1.3K

Event2026-03-31

Filed2026-04-27

GIS

GENERAL MILLS INC

16.79%

Shares8.4K

Event2026-03-31

Filed2026-04-27

ALKS

ALKERMES PLC

New

Shares8.6K

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-27

WBD

WARNER BROS DISCOVERY INC

-14.53%

Shares10.9K

Event2026-03-31

Filed2026-04-27

URI

UNITED RENTALS INC

6.53%

Shares408

Event2026-03-31

Filed2026-04-27

EATON CORP PLC

0.00%

Shares823

Event2026-03-31

Filed2026-04-27

WES

WESTERN MIDSTREAM PARTNERS L

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

0.97%

Shares3.0K

Event2026-03-31

Filed2026-04-27

INGERSOLL RAND INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-27

STZ

CONSTELLATION BRANDS INC

-19.79%

Shares1.9K

Event2026-03-31

Filed2026-04-27

SMURFIT WESTROCK PLC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-27

PRMB

PRIMO BRANDS CORPORATION

0.00%

Shares15.2K

Event2026-03-31

Filed2026-04-27

MAR

MARRIOTT INTL INC NEW

0.00%

Shares850

Event2026-03-31

Filed2026-04-27

UNH

UNITEDHEALTH GROUP INC

15.10%

Shares1.0K

Event2026-03-31

Filed2026-04-27

ENB

ENBRIDGE INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-27

VSCO

VICTORIAS SECRET AND CO

4.54%

Shares5.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

1.46%

Shares905

Event2026-03-31

Filed2026-04-27

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

0.00%

Shares584

Event2026-03-31

Filed2026-04-27

QNITY ELECTRONICS INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

0.00%

Shares690

Event2026-03-31

Filed2026-04-27

NWL

NEWELL BRANDS INC

18.42%

Shares70.1K

Event2026-03-31

Filed2026-04-27

CRBG

COREBRIDGE FINL INC

New

Shares9.9K

Event2026-03-31

Filed2026-04-27

HP INC

13.88%

Shares12.3K

Event2026-03-31

Filed2026-04-27

VPU

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

-2.89%

Shares1.7K

Event2026-03-31

Filed2026-04-27

CMI

CUMMINS INC

0.00%

Shares401

Event2026-03-31

Filed2026-04-27

NEA

NUVEEN AMT FREE QLTY MUN INC

0.04%

Shares19.2K

Event2026-03-31

Filed2026-04-27

DUPONT DE NEMOURS INC

New

Shares4.6K

Event2026-03-31

Filed2026-04-27

RUN

SUNRUN INC

3.55%

Shares14.6K

Event2026-03-31

Filed2026-04-27

VENTURE GLOBAL INC

0.00%

Shares11.2K

Event2026-03-31

Filed2026-04-27

RIG

TRANSOCEAN LTD

0.00%

Shares25.1K

Event2026-03-31

Filed2026-04-27

GNW

GENWORTH FINL INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-27

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares16.3K

Event2026-03-31

Filed2026-04-27

BTZ

BLACKROCK CR ALLOCATION

0.00%

Shares13.5K

Event2026-03-31

Filed2026-04-27

PAYS

PAYSIGN INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-27

AAME

ATLANTIC AMERN CORP

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-27

USIO

USIO INC

0.00%

Shares20.0K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available