INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV

RIA/Wealth

INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV is a RIA/Wealth based in Colorado Springs, CO led by Timothy Michael Rigby, reporting $401.3M in AUM as of Q3 2025 with EFX as the largest holding (10% allocation).

PresidentTimothy Michael Rigby

Portfolio Value: $234.4M
Positions: 177
Top Holding: EFX at 9.56%
Last Reported: Q3 2025

Address660 Southpointe Court, Suite 312, Colorado Springs, CO, 80906, United States

Top Holdings

Largest long holdings in INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's portfolio (32.8% of total portfolio)

See all holdings

GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Equifax EFX	Consulting Services Industrials	$22.4M	9.56%	+$256.5 Bought	0.07% 87.3K shares	Q4 2014 Held for 10y 11m
2 JPMorgan Chase JPM	Banks - Diversified Financial Services	$8.4M	3.60%	-$24.6K Sold	0.00% 26.7K shares	Q4 2014 Held for 10y 11m
3 CoreCard CCRD	Software - Application Technology	$8.0M	3.40%	-$29.3K Sold	3.80% 296.2K shares	Q4 2014 Held for 10y 11m
4 Microsoft MSFT	Software - Infrastructure Technology	$7.6M	3.26%	+$5.7K Bought	0.00% 14.7K shares	Q4 2014 Held for 10y 11m
5 iShares Russell 2000 IWM	ETF ETF	$6.0M	2.56%	+$201.6K Bought	— 24.8K shares	Q1 2022 Held for 3y 8m
6 Home Depot HD	Home Improvement Consumer Cyclical	$5.7M	2.43%	+$21.9K Bought	0.00% 14.1K shares	Q4 2014 Held for 10y 11m
7 Eli Lilly LLY	Drug Manufacturers - General Healthcare	$5.3M	2.25%	+$19.1K Bought	0.00% 6.9K shares	Q4 2014 Held for 10y 11m
8 Chevron CVX	Oil & Gas Integrated Energy	$4.6M	1.96%	+$25.8K Bought	0.00% 29.5K shares	Q4 2014 Held for 10y 11m
9 Advanced Micro Devices AMD	Semiconductors Technology	$4.4M	1.87%	-$8.4K Sold	0.00% 27.1K shares	Q4 2014 Held for 10y 11m
10 Fidelity National Information Services FIS	Information Technology Services Technology	$4.4M	1.87%	+$263.8 Bought	0.01% 66.4K shares	Q4 2014 Held for 10y 11m

See all holdings

GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV's latest filing

See all changes

GthenC

Market Value

$234.4M

Prior: $216.1M

Q/Q Change

+8.45%

+$18.3M

Net Flows % of MV

+0.755%

Turnover Ratio

2.3%

New Purchases

1 stocks

$335.1K

Added To

68 stocks

+$3.7M

Sold Out Of

3 stocks

$907.3K

Reduced Holdings

52 stocks

-$1.4M

Increased Positions

Position	Shares Δ	Change
1 Primo Brands PRMB	New	0 → 15.2K +$335.1K
2 Lumen Technologies LUMN	+177.69%	55.0K → 152.8K +$598.4K
3 Honeywell International HON	+87.27%	1.7K → 3.1K +$303.1K
4 Zoetis ZTS	+46.49%	2.7K → 4.0K +$184.4K
5 United Parcel Service, Inc. UPS	+35.23%	11.5K → 15.5K +$337.5K

Decreased Positions

Position	Shares Δ	Change
1 Qualcomm QCOM	Sold	2.8K → 0 −$438.3K
2 Fiserv FI	Sold	1.5K → 0 −$262.4K
3 Amgen AMGN	Sold	740.0 → 0 −$206.6K
4 Shopify SHOP	-42.07%	2.5K → 1.4K −$153.8K
5 MP Materials MP	-30.05%	15.5K → 10.8K −$311.9K