Investors Asset Management of Georgia Inc. /Ga/
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 29, 2025), Investors Asset Management of Georgia Inc. /Ga/ reported 160 stock positions worth $197.5 million. Its top holding was Equifax (EFX) at 10.9% of the portfolio, followed by JPMorgan Chase (JPM, 3.4%) and iShares Russell 2000 ETF (IWM, 3.0%). Compared with Q4 2024, it opened 6 new positions, sold out of 5, added to 34 and reduced 85. The biggest buy was a new position in Wesbanco (WSBC) and the biggest sale SS Financial Select Sector (XLF, shares −74%).
- Most Recent 13F
- Q2 2026
- Location
- ATLANTA, GA
- CIK
- 0000867926
- Portfolio Value
- $197.5M (Q1 2025)
- SEC Filing
- 0001062993-25-008155 ↗ filed Apr 29, 2025
Holdings Value
Holdings 160 stocks · $197.5M
| EFX Equifax Inc. | 10.89% | 88,298 | $21.5M | No change |
| JPM JPMorgan Chase & Co. | 3.37% | 27,127 | $6.7M | Reduce -1.3% |
| IWM iShares Russell 2000 ETF | 2.98% | 29,520 | $5.9M | Add +21.6% |
| LLY Eli Lilly & Co. | 2.92% | 6,991 | $5.8M | Reduce -2.4% |
| CCRD Corecard Corp. | 2.84% | 299,631 | $5.6M | Reduce -1.4% |
| MSFT Microsoft Corp. | 2.78% | 14,631 | $5.5M | Reduce -2.4% |
| HD Home Depot Inc. | 2.58% | 13,925 | $5.1M | Reduce -1.4% |
| FIS Fidelity National Info Serv | 2.55% | 67,369 | $5.0M | Add +0.0% |
| CVX Chevron Corp. | 2.46% | 29,056 | $4.9M | Reduce -1.1% |
| BELFB Bel Fuse Inc. Class B | 1.96% | 51,701 | $3.9M | Reduce -2.5% |
| AAPL Apple Inc. | 1.84% | 16,329 | $3.6M | Reduce -2.5% |
| ABBV Abbvie Inc. | 1.79% | 16,872 | $3.5M | Reduce -2.8% |
| AMD Advanced Micro Devices | 1.39% | 26,718 | $2.7M | Reduce -1.0% |
| OKE Oneok Inc. | 1.32% | 26,360 | $2.6M | Reduce -0.9% |
| KO The Coca-Cola Co. | 1.30% | 35,812 | $2.6M | Reduce -0.7% |
| PM Philip Morris International | 1.27% | 15,809 | $2.5M | Reduce -0.8% |
| CAT Caterpillar Inc. | 1.26% | 7,560 | $2.5M | Reduce -1.0% |
| PFE Pfizer Inc. | 1.21% | 94,608 | $2.4M | Reduce -1.6% |
| GE General Electric filed as GE AEROSPACE | 1.16% | 11,518 | $2.3M | Reduce -2.3% |
| COST Costco Wholesale Corp. | 1.14% | 2,370 | $2.2M | No change |
| AXP American Express Co. | 1.11% | 8,180 | $2.2M | Reduce -3.5% |
| MO Altria Group Inc. | 1.10% | 36,095 | $2.2M | Reduce -0.6% |
| MCD McDonald's Corp. | 1.07% | 6,787 | $2.1M | Reduce -3.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 1.03% | 8,188 | $2.0M | Reduce -1.4% |
| GILD Gilead Sciences Inc. | 1.03% | 18,121 | $2.0M | Reduce -1.9% |
| QQQ Invesco QQQ Trust Series 1 | 1.01% | 4,251 | $2.0M | Add +1.8% |
| VYM Vanguard High DVD Yield ETF | 1.00% | 15,371 | $2.0M | Add +8.0% |
| VTI VG Morningstar TS MKT ETF-US | 0.99% | 7,130 | $2.0M | Reduce -3.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.93% | 44,119 | $1.8M | Reduce -2.7% |
| CSCO Cisco Systems Inc. | 0.93% | 29,764 | $1.8M | Reduce -3.4% |
| MCK McKesson Corp. | 0.87% | 2,554 | $1.7M | No change |
| MRK Merck & Co. Inc. | 0.83% | 18,297 | $1.6M | Reduce -0.4% |
| LMT Lockheed Martin Corp. | 0.82% | 3,634 | $1.6M | Reduce -2.1% |
| XOM Exxon Mobil Corp. | 0.82% | 13,543 | $1.6M | Reduce -4.3% |
| BX Blackstone Inc. | 0.77% | 10,923 | $1.5M | Add +0.1% |
| ITW Illinois Tool Works | 0.77% | 6,100 | $1.5M | No change |
| BA The Boeing Co. | 0.76% | 8,822 | $1.5M | Reduce -0.6% |
| JNJ Johnson & Johnson | 0.76% | 9,010 | $1.5M | Reduce -1.6% |
| T AT&T Inc. | 0.75% | 52,585 | $1.5M | Reduce -1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.74% | 2,610 | $1.5M | Reduce -0.6% |
| RTX RTX Corp. | 0.74% | 10,966 | $1.5M | Add +0.0% |
| TT Trane Technologies PLC | 0.73% | 4,305 | $1.5M | No change |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.68% | 13,700 | $1.4M | Reduce -0.7% |
| WFC Wells Fargo & Co. | 0.68% | 18,781 | $1.3M | Reduce -3.8% |
| COP Conocophillips | 0.68% | 12,799 | $1.3M | Reduce -3.0% |
| VOO Vanguard S&P 500 ETF | 0.66% | 2,552 | $1.3M | Add +0.0% |
| OXY Occidental Petroleum Corp. | 0.63% | 25,245 | $1.2M | No change |
| MDLZ Mondelez International Inc. Class A | 0.63% | 18,251 | $1.2M | Reduce -0.4% |
| BP BP PLC-Spons ADR | 0.62% | 35,988 | $1.2M | Add +1.6% |
| TRV The Travelers Cos Inc. | 0.58% | 4,361 | $1.2M | Reduce -3.3% |
| PG The Procter & Gamble Co. | 0.58% | 6,722 | $1.1M | Reduce -1.5% |
| TGT Target Corp. | 0.58% | 10,927 | $1.1M | Reduce -2.9% |
| XLF SS Financial Select Sector | 0.56% | 22,103 | $1.1M | Reduce -74.2% |
| AVDL Avadel Pharmaceuticals Ltd. | 0.56% | 139,975 | $1.1M | Add +16.4% |
| RF Regions Financial Corp. | 0.55% | 50,072 | $1.1M | Reduce -2.0% |
| SNV Synovus Financial Corp. | 0.55% | 23,134 | $1.1M | Reduce -1.5% |
| AZN Astrazeneca PLC-Spons ADR | 0.55% | 14,640 | $1.1M | Reduce -4.6% |
| KHC The Kraft Heinz Co. | 0.52% | 33,543 | $1.0M | Reduce -0.4% |
| VZ Verizon Communications Inc. | 0.51% | 22,021 | $999K | Add +21.4% |
| NFLX Netflix Inc. | 0.48% | 1,015 | $947K | No change |
| F Ford Motor Co. filed as FORD MTR CO | 0.47% | 91,726 | $920K | Reduce -1.9% |
| WSBC Wesbanco Inc. | 0.46% | 29,297 | $907K | New |
| UPS United Parcel Service Class B | 0.45% | 8,072 | $888K | Add +9.3% |
| AVGO Broadcom Inc. | 0.45% | 5,270 | $882K | Reduce -0.4% |
| FNF Fidelity National Financial | 0.44% | 13,313 | $866K | No change |
| WMT Walmart Inc. | 0.43% | 9,708 | $852K | Reduce -1.0% |
| NOK Nokia Corp.-Spon ADR | 0.41% | 154,982 | $817K | Add +6.0% |
| XLE SS Energy Select Sector | 0.39% | 8,301 | $776K | Reduce -3.2% |
| MMM 3M Co. | 0.39% | 5,267 | $774K | Reduce -2.0% |
| AFL Aflac Inc. | 0.39% | 6,922 | $770K | Add +0.0% |
| AGM Federal Agric MTG Corp. Class C | 0.38% | 4,030 | $756K | Reduce -4.7% |
| LIN Linde PLC | 0.38% | 1,620 | $754K | No change |
| GEV GE Vernova Inc. | 0.37% | 2,417 | $738K | Reduce -0.7% |
| ALL Allstate Corp. | 0.35% | 3,365 | $697K | Reduce -2.6% |
| ORCL Oracle Corp. | 0.34% | 4,850 | $678K | No change |
| FCX Freeport-McMoran Inc. | 0.34% | 17,673 | $670K | Add +9.5% |
| CVS CVS Health Corp. | 0.33% | 9,715 | $658K | Reduce -1.9% |
| CLX Clorox Company | 0.33% | 4,452 | $656K | Reduce -0.6% |
| PRTH Priority Technology Holdings | 0.33% | 94,700 | $645K | New |
| KMI Kinder Morgan Inc. | 0.32% | 22,390 | $639K | Reduce -1.3% |
| ABT Abbott Laboratories | 0.32% | 4,735 | $628K | No change |
| IP International Paper Co. | 0.32% | 11,667 | $622K | Reduce -2.1% |
| INTC Intel Corp. | 0.31% | 27,274 | $619K | Reduce -6.3% |
| AMZN Amazon.com Inc. | 0.29% | 3,035 | $577K | Add +4.5% |
| C Citigroup Inc. | 0.28% | 7,725 | $548K | Reduce -0.3% |
| GIS General Mills Inc. | 0.27% | 8,924 | $534K | Reduce -2.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.27% | 1,000 | $533K | Add +1.0% |
| WMB Williams Cos Inc. | 0.26% | 8,592 | $513K | No change |
| BMY Bristol-Myers Squibb Co. | 0.26% | 8,408 | $513K | Reduce -1.7% |
| KMB Kimberly-Clark Corp. | 0.26% | 3,565 | $507K | Reduce -2.6% |
| ODP The Odp Corp. filed as THE ODP CORP | 0.26% | 35,376 | $507K | Reduce -1.7% |
| CSX CSX Corp. | 0.26% | 17,109 | $504K | Reduce -1.7% |
| UNM Unum Group | 0.24% | 5,926 | $483K | Reduce -4.6% |
| XLV SS Health Care Select Sector | 0.24% | 3,239 | $473K | Reduce -2.9% |
| DOW Dow Inc. | 0.24% | 13,356 | $466K | Add +0.4% |
| NVDA Nvidia Corp. | 0.22% | 3,984 | $432K | Add +24.3% |
| DVN Devon Energy Corp. | 0.22% | 11,525 | $431K | Reduce -2.1% |
| HPE Hewlett Packard Enterprise | 0.22% | 27,754 | $428K | Reduce -2.1% |
| FITB Fifth Third Bancorp | 0.21% | 10,650 | $417K | No change |
| LOW Lowe's Cos Inc. | 0.20% | 1,700 | $396K | Reduce -0.9% |
Other holdings (1): bonds, preferreds, convertibles and warrants · $233K (not counted above)
| Security | Class | Shares / Principal | Value | Change |
|---|---|---|---|---|
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | 8,435 | $233K | Reduce -6.4% |
Total filed on the 13F, all lines: $197.7M.
Portfolio Sells Q4 2024 → Q1 2025
| XLF SS Financial Select Sector | Reduce -74.2% | 0.56% | −1.34 |
| LGTY Logility Supply Chain Soluti | Sold out | 0.00% | −0.87 |
| CCRD Corecard Corp. | Reduce -1.4% | 2.84% | −0.53 |
| PFC Premier Financial Corp. | Sold out | 0.00% | −0.46 |
| MSFT Microsoft Corp. | Reduce -2.4% | 2.78% | −0.30 |
| AAPL Apple Inc. | Reduce -2.5% | 1.84% | −0.21 |
| AMD Advanced Micro Devices | Reduce -1.0% | 1.39% | −0.20 |
| BELFB Bel Fuse Inc. Class B | Reduce -2.5% | 1.96% | −0.17 |
| TGT Target Corp. | Reduce -2.9% | 0.58% | −0.16 |
| AVGO Broadcom Inc. | Reduce -0.4% | 0.45% | −0.15 |
| ODP The Odp Corp. | Reduce -1.7% | 0.26% | −0.14 |
| VSXY Victoria's Secret & Co. | Sold out | 0.00% | −0.12 |
| VRT Vertiv Holdings Co. Class A | Sold out | 0.00% | −0.12 |
| AXP American Express Co. | Reduce -3.5% | 1.11% | −0.11 |
| XLK SS Technology Select Sector | Sold out | 0.00% | −0.10 |
| HD Home Depot Inc. | Reduce -1.4% | 2.58% | −0.10 |
| CAT Caterpillar Inc. | Reduce -1.0% | 1.26% | −0.09 |
| NWL Newell Brands Inc. | Reduce -1.2% | 0.15% | −0.09 |
| HPE Hewlett Packard Enterprise | Reduce -2.1% | 0.22% | −0.08 |
| DIS The Walt Disney Co. | Reduce -0.7% | 0.68% | −0.07 |
| MRK Merck & Co. Inc. | Reduce -0.4% | 0.83% | −0.06 |
| LMT Lockheed Martin Corp. | Reduce -2.1% | 0.82% | −0.06 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -3.1% | 0.99% | −0.05 |
| BAC Bank of America Corp. | Reduce -2.7% | 0.93% | −0.04 |
| SNV Synovus Financial Corp. | Reduce -1.5% | 0.55% | −0.04 |
| RF Regions Financial Corp. | Reduce -2.0% | 0.55% | −0.04 |
| SW Smurfit Westrock PLC | Reduce -2.9% | 0.19% | −0.03 |
| LUMN Lumen Technologies Inc. | Reduce -0.9% | 0.10% | −0.03 |
| PFE Pfizer Inc. | Reduce -1.6% | 1.21% | −0.03 |
| HPQ HP Inc. | Reduce -4.8% | 0.14% | −0.03 |
| RUN Sunrun Inc. | Reduce -1.5% | 0.05% | −0.03 |
| AGM Federal Agric MTG Corp. Class C | Reduce -4.7% | 0.38% | −0.02 |
| CLX Clorox Company | Reduce -0.6% | 0.33% | −0.02 |
| CSX CSX Corp. | Reduce -1.7% | 0.26% | −0.02 |
| GEV GE Vernova Inc. | Reduce -0.7% | 0.37% | −0.02 |
| GIS General Mills Inc. | Reduce -2.2% | 0.27% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.6% | 0.74% | −0.01 |
| FLO Flowers Foods Inc. | Reduce -4.3% | 0.11% | −0.01 |
| SCHW Schwab (charles) Corp. | Reduce -12.5% | 0.17% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -0.9% | 0.20% | −0.01 |
| BA The Boeing Co. | Reduce -0.6% | 0.76% | −0.01 |
| CPB The Campbell's Company | Reduce -1.9% | 0.10% | −0.00 |
| WMT Walmart Inc. | Reduce -1.0% | 0.43% | −0.00 |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | Reduce -0.4% | 0.19% | −0.00 |
| WBD Warner Bros Discovery Inc. | Reduce -4.4% | 0.07% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -6.5% | 0.19% | +0.00 |
| DD Dupont DE Nemours Inc. | Reduce -0.4% | 0.19% | +0.00 |
| IP International Paper Co. | Reduce -2.1% | 0.32% | +0.00 |
| SHEL Shell PLC-ADR | Reduce -15.6% | 0.14% | +0.00 |
| C Citigroup Inc. | Reduce -0.3% | 0.28% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| WSBC Wesbanco Inc. | New | 0.46% | +0.46 |
| IWM iShares Russell 2000 ETF | Add +21.6% | 2.98% | +0.36 |
| PRTH Priority Technology Holdings | New | 0.33% | +0.33 |
| VZ Verizon Communications Inc. | Add +21.4% | 0.51% | +0.15 |
| QCOM Qualcomm Inc. | New | 0.13% | +0.13 |
| VYM Vanguard High DVD Yield ETF | Add +8.0% | 1.00% | +0.12 |
| AMGN Amgen Inc. | New | 0.12% | +0.12 |
| RTX RTX Corp. | Add +0.0% | 0.74% | +0.12 |
| BP BP PLC-Spons ADR | Add +1.6% | 0.62% | +0.10 |
| VPU Vanguard Utilities ETF | New | 0.10% | +0.10 |
| NOK Nokia Corp.-Spon ADR | Add +6.0% | 0.41% | +0.10 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +1.0% | 0.27% | +0.05 |
| AFL Aflac Inc. | Add +0.0% | 0.39% | +0.04 |
| FCX Freeport-McMoran Inc. | Add +9.5% | 0.34% | +0.04 |
| KEY Keycorp | Add +24.5% | 0.18% | +0.03 |
| ZTS Zoetis Inc. | Add +10.6% | 0.20% | +0.03 |
| MOS The Mosaic Co. | Add +7.4% | 0.14% | +0.03 |
| NUV Nuveen Municipal Value | Add +32.6% | 0.07% | +0.02 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +14.2% | 0.14% | +0.02 |
| JPC Nuveen Prefered & Income Opp | Add +2.2% | 0.19% | +0.01 |
| BGS B&G Foods Inc. | Add +3.1% | 0.19% | +0.01 |
| NVDA Nvidia Corp. | Add +24.3% | 0.22% | +0.01 |
| VIG Vanguard Dividend Apprec ETF | Add +0.2% | 0.17% | +0.01 |
| XLO Xilio Therapeutics Inc. | New | 0.00% | +0.00 |
| XNEAX Nuveen Amt-FR QLTY Muni Inc. | Add +0.0% | 0.11% | +0.00 |
| STZ Constellation Brands Inc. Class A | Add +17.2% | 0.19% | +0.00 |
| GS Goldman Sachs Group Inc. | Add +1.2% | 0.14% | +0.00 |
| LW Lamb Weston Holdings Inc. | Add +18.4% | 0.13% | −0.00 |
| SHOP Shopify Inc. Class A | Add +4.3% | 0.12% | −0.00 |
| HON Honeywell International Inc. | Add +0.3% | 0.18% | −0.00 |
| UPS United Parcel Service Class B | Add +9.3% | 0.45% | −0.01 |
| VOO Vanguard S&P 500 ETF | Add +0.0% | 0.66% | −0.01 |
| RGA Reinsurance Group of America | Add +0.1% | 0.18% | −0.01 |
| FDX FedEx Corp. | Add +0.1% | 0.11% | −0.01 |
| AMZN Amazon.com Inc. | Add +4.5% | 0.29% | −0.02 |
| DOW Dow Inc. | Add +0.4% | 0.24% | −0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +1.8% | 1.01% | −0.03 |
| AVDL Avadel Pharmaceuticals Ltd. | Add +16.4% | 0.56% | −0.06 |
| FIS Fidelity National Info Serv | Add +0.0% | 2.55% | −0.11 |
| BX Blackstone Inc. | Add +0.1% | 0.77% | −0.14 |
Notes & Other Activity Q4 2024 → Q1 2025
| OXY.WS Occidental Petroleum-CW27 | *W EXP 08/03/202 | Reduce -6.4% | 8,435 | $233K |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 195 | $287.7M | AMD, EFX, JPM, BELFB, LLY |
| Q1 2026 | 182 | $244.3M | EFX, JPM, LLY, IWM, EEFT |
| Q4 2025 | 183 | $241.7M | EFX, JPM, IWM, LLY, MSFT |
| Q3 2025 | 177 | $234.6M | EFX, JPM, CCRD, MSFT, IWM |
| Q2 2025 | 169 | $216.1M | EFX, CCRD, JPM, MSFT, FIS |
| Q1 2025 | 160 | $197.5M | EFX, JPM, IWM, LLY, CCRD |
| Q4 2024 | 159 | $204.9M | EFX, CCRD, JPM, MSFT, LLY |
| Q3 2024 | 165 | $211.8M | EFX, LLY, MSFT, JPM, HD |
| Q2 2024 | 161 | $205.2M | EFX, IWM, LLY, MSFT, JPM |
| Q1 2024 | 159 | $212.3M | EFX, XLE, MSFT, LLY, JPM |