Unified Investment Management

Q1 2025 13F Holdings

  • Location
    atlanta, GA
  • Num holdings

    117

  • Value ($000)

    $84,614

  • Date Filed
    04/25/2025
  • Form type
    13F-HR
  • CIK
    0002054855
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
GPC
GPC

GENUINE PARTS CO

COM
$6.69M
8 %

56,127

VNLA
VNLA

JANUS DETROIT STR TR

HENDRSN SHRT ETF
$2.23M
3 %

45,378

IGSB
IGSB

ISHARES TR

ISHS 1-5YR INVS
$2.18M
3 %

41,631

NEAR
NEAR

ISHARES U S ETF TR

SHORT DURATION B
$2.13M
3 %

41,878

MINT
MINT

PIMCO ETF TR

ENHAN SHRT MA AC
$2.02M
2 %

20,054

GVI
GVI

ISHARES TR

INTRM GOV CR ETF
$1.85M
2 %

17,428

MSFT
MSFT

MICROSOFT CORP

COM
$1.70M
2 %

4,532

AAPL
AAPL

APPLE INC

COM
$1.55M
2 %

6,956

AMZN
AMZN

AMAZON COM INC

COM
$1.49M
2 %

7,855

COWZ
COWZ

PACER FDS TR

US CASH COWS 100
$1.49M
2 %

27,153

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