AIMZ Investment Advisors
Latest statistics and disclosures from AIMZ Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, META, REGN, VRTX, and represent 23.94% of AIMZ Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: EEFT, SPR, PYPL, TROW, ALL, ELV, VZ, BMY, VIG, VHT.
- Started 5 new stock positions in VZ, SPR, EEFT, ELV, ALL.
- Reduced shares in these 10 stocks: Nextgen Healthcare, MSFT, WBA, AAPL, VMware, , CI, REGN, VRTX, EXPD.
- Sold out of its positions in EBS, Nextgen Healthcare, VMware.
- AIMZ Investment Advisors was a net seller of stock by $-837k.
- AIMZ Investment Advisors has $247M in assets under management (AUM), dropping by 9.77%.
- Central Index Key (CIK): 0001630365
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Download as csv Download as ExcelPortfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 114 positions in its portfolio as reported in the December 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
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Apple (AAPL) | 7.3 | $18M | -2% | 93k | 192.53 |
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Microsoft Corporation (MSFT) | 4.9 | $12M | -4% | 32k | 376.04 |
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Meta Platforms Cl A (META) | 4.4 | $11M | 31k | 353.96 |
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Regeneron Pharmaceuticals (REGN) | 3.7 | $9.2M | 10k | 878.29 |
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Vertex Pharmaceuticals Incorporated (VRTX) | 3.7 | $9.1M | 22k | 406.89 |
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Qualcomm (QCOM) | 3.7 | $9.1M | 63k | 144.63 |
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Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $6.2M | 44k | 139.69 |
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Infosys Sponsored Adr (INFY) | 2.4 | $6.0M | 324k | 18.38 |
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Gilead Sciences (GILD) | 2.3 | $5.6M | 69k | 81.01 |
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NetApp (NTAP) | 2.3 | $5.6M | 63k | 88.16 |
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T. Rowe Price (TROW) | 2.1 | $5.2M | +4% | 48k | 107.69 |
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Expeditors International of Washington (EXPD) | 2.1 | $5.1M | 40k | 127.20 |
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Cintas Corporation (CTAS) | 1.8 | $4.5M | 7.5k | 602.66 |
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Amgen (AMGN) | 1.6 | $4.1M | 14k | 288.02 |
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Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $4.1M | 11k | 356.66 |
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Astrazeneca Sponsored Adr (AZN) | 1.6 | $4.0M | 60k | 67.35 |
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Incyte Corporation (INCY) | 1.6 | $3.9M | 63k | 62.79 |
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Adobe Systems Incorporated (ADBE) | 1.6 | $3.9M | 6.5k | 596.60 |
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C H Robinson Worldwide Com New (CHRW) | 1.5 | $3.8M | 44k | 86.39 |
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Check Point Software Tech Lt Ord (CHKP) | 1.5 | $3.8M | 25k | 152.79 |
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Cisco Systems (CSCO) | 1.5 | $3.7M | 74k | 50.52 |
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Paypal Holdings (PYPL) | 1.4 | $3.5M | +7% | 56k | 61.41 |
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International Business Machines (IBM) | 1.3 | $3.2M | 19k | 163.55 |
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UnitedHealth (UNH) | 1.3 | $3.2M | 6.0k | 526.45 |
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Merck & Co (MRK) | 1.2 | $3.1M | 28k | 109.02 |
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Stryker Corporation (SYK) | 1.2 | $3.0M | 10k | 299.45 |
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Cigna Corp (CI) | 1.2 | $3.0M | -5% | 10k | 299.45 |
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Dolby Laboratories Com Cl A (DLB) | 1.2 | $2.9M | 33k | 86.18 |
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Lowe's Companies (LOW) | 1.2 | $2.8M | 13k | 222.56 |
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Wal-Mart Stores (WMT) | 1.1 | $2.7M | 17k | 157.65 |
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Franklin Resources (BEN) | 1.1 | $2.7M | -2% | 92k | 29.79 |
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Bristol Myers Squibb (BMY) | 1.1 | $2.7M | +3% | 53k | 51.31 |
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Abbvie (ABBV) | 1.0 | $2.5M | 16k | 154.97 |
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Illinois Tool Works (ITW) | 1.0 | $2.5M | 9.6k | 261.94 |
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Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.0 | $2.4M | -2% | 233k | 10.44 |
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GSK Sponsored Adr (GSK) | 1.0 | $2.4M | 64k | 37.06 |
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Euronet Worldwide (EEFT) | 0.9 | $2.3M | NEW | 23k | 101.49 |
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Johnson & Johnson (JNJ) | 0.9 | $2.3M | 15k | 156.74 |
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Pepsi (PEP) | 0.9 | $2.2M | 13k | 169.84 |
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Analog Devices (ADI) | 0.9 | $2.2M | 11k | 198.56 |
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Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $2.1M | 14k | 145.01 |
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Intel Corporation (INTC) | 0.8 | $1.9M | 39k | 50.25 |
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Abbott Laboratories (ABT) | 0.8 | $1.9M | 17k | 110.07 |
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Teledyne Technologies Incorporated (TDY) | 0.8 | $1.9M | 4.2k | 446.29 |
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Home Depot (HD) | 0.8 | $1.9M | 5.4k | 346.55 |
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Proto Labs (PRLB) | 0.8 | $1.9M | 48k | 38.96 |
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Oracle Corporation (ORCL) | 0.7 | $1.7M | 16k | 105.43 |
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Amdocs SHS (DOX) | 0.7 | $1.7M | 19k | 87.89 |
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Urban Outfitters (URBN) | 0.7 | $1.6M | -2% | 46k | 35.69 |
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Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.6M | 14k | 111.63 |
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Coca-Cola Company (KO) | 0.6 | $1.6M | 27k | 58.93 |
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Walgreen Boots Alliance (WBA) | 0.6 | $1.6M | -20% | 61k | 26.11 |
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Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.5M | 10k | 149.50 |
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Medtronic SHS (MDT) | 0.6 | $1.5M | 18k | 82.38 |
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Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.5M | 8.8k | 170.40 |
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Emerson Electric (EMR) | 0.6 | $1.5M | 15k | 97.33 |
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Novartis Sponsored Adr (NVS) | 0.6 | $1.4M | 14k | 100.97 |
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Exxon Mobil Corporation (XOM) | 0.5 | $1.3M | 13k | 99.98 |
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Vanguard World Fds Health Car Etf (VHT) | 0.5 | $1.3M | 5.2k | 250.72 |
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Capri Holdings SHS (CPRI) | 0.5 | $1.3M | -3% | 25k | 50.24 |
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Tesla Motors (TSLA) | 0.5 | $1.2M | 4.8k | 248.48 |
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Dollar Tree (DLTR) | 0.5 | $1.1M | 8.1k | 142.05 |
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United Parcel Service CL B (UPS) | 0.5 | $1.1M | 7.3k | 157.23 |
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Netflix (NFLX) | 0.4 | $897k | 1.8k | 486.88 |
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Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $880k | 25k | 35.20 |
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Wipro Spon Adr 1 Sh (WIT) | 0.3 | $828k | 149k | 5.57 |
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Amazon (AMZN) | 0.3 | $802k | 5.3k | 151.94 |
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Myriad Genetics (MYGN) | 0.3 | $781k | 41k | 19.14 |
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Haleon Spon Ads (HLN) | 0.3 | $723k | 88k | 8.23 |
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Bank of America Corporation (BAC) | 0.3 | $679k | 20k | 33.67 |
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Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $656k | 12k | 56.14 |
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Wells Fargo & Company (WFC) | 0.3 | $640k | -3% | 13k | 49.22 |
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Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $626k | 8.0k | 78.03 |
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McDonald's Corporation (MCD) | 0.2 | $586k | 2.0k | 296.51 |
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Kla Corp Com New (KLAC) | 0.2 | $585k | 1.0k | 581.30 |
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Kohl's Corporation (KSS) | 0.2 | $566k | 20k | 28.68 |
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3M Company (MMM) | 0.2 | $557k | -2% | 5.1k | 109.31 |
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Starbucks Corporation (SBUX) | 0.2 | $543k | 5.7k | 96.01 |
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Marvell Technology (MRVL) | 0.2 | $535k | -10% | 8.9k | 60.31 |
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NVIDIA Corporation (NVDA) | 0.2 | $520k | 1.1k | 495.45 |
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Costco Wholesale Corporation (COST) | 0.2 | $489k | 740.00 | 660.08 |
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Pfizer (PFE) | 0.2 | $487k | 17k | 28.79 |
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JPMorgan Chase & Co. (JPM) | 0.2 | $440k | 2.6k | 170.10 |
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eBay (EBAY) | 0.2 | $420k | -2% | 9.6k | 43.62 |
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Alphabet Cap Stk Cl C (GOOG) | 0.2 | $409k | -3% | 2.9k | 140.93 |
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Shell Spon Ads (SHEL) | 0.2 | $406k | 6.2k | 65.80 |
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Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $394k | 11k | 37.49 |
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Automatic Data Processing (ADP) | 0.2 | $393k | 1.7k | 232.97 |
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Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $376k | 791.00 | 475.25 |
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Sempra Energy (SRE) | 0.1 | $367k | 4.9k | 74.73 |
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PPL Corporation (PPL) | 0.1 | $359k | 13k | 27.10 |
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Western Alliance Bancorporation (WAL) | 0.1 | $350k | 5.3k | 65.79 |
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Applied Materials (AMAT) | 0.1 | $338k | -6% | 2.1k | 162.07 |
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Intuitive Surgical Com New (ISRG) | 0.1 | $334k | 990.00 | 337.36 |
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Mastercard Incorporated Cl A (MA) | 0.1 | $305k | 714.00 | 426.51 |
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Eli Lilly & Co. (LLY) | 0.1 | $293k | 503.00 | 582.92 |
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ConocoPhillips (COP) | 0.1 | $292k | 2.5k | 116.07 |
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Visa Com Cl A (V) | 0.1 | $285k | 1.1k | 260.46 |
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Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.1 | $280k | NEW | 8.8k | 31.78 |
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At&t (T) | 0.1 | $272k | 16k | 16.78 |
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $266k | 3.8k | 70.10 |
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Global Payments (GPN) | 0.1 | $264k | 2.1k | 127.00 |
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Honeywell International (HON) | 0.1 | $263k | 1.3k | 209.71 |
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Vanguard Index Fds Growth Etf (VUG) | 0.1 | $262k | 843.00 | 310.70 |
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Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $249k | -26% | 608.00 | 409.83 |
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Northrop Grumman Corporation (NOC) | 0.1 | $248k | 530.00 | 468.14 |
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AFLAC Incorporated (AFL) | 0.1 | $248k | 3.0k | 82.50 |
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Chevron Corporation (CVX) | 0.1 | $234k | 1.6k | 149.20 |
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Allstate Corporation (ALL) | 0.1 | $224k | NEW | 1.6k | 139.98 |
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Anthem (ELV) | 0.1 | $212k | NEW | 449.00 | 471.56 |
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Verizon Communications (VZ) | 0.1 | $205k | NEW | 5.4k | 37.70 |
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Hippo Hldgs Com New (HIPO) | 0.1 | $184k | 20k | 9.12 |
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Nokia Corp Sponsored Adr (NOK) | 0.0 | $79k | 23k | 3.42 |
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Movella Holdings (MVLA) | 0.0 | $6.3k | 10k | 0.60 |
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Past Filings by AIMZ Investment Advisors
SEC 13F filings are viewable for AIMZ Investment Advisors going back to 2014
- AIMZ Investment Advisors 2023 Q4 filed Jan. 29, 2024
- AIMZ Investment Advisors 2023 Q3 filed Nov. 14, 2023
- AIMZ Investment Advisors 2023 Q2 filed Aug. 9, 2023
- AIMZ Investment Advisors 2023 Q1 filed May 16, 2023
- AIMZ Investment Advisors 2022 Q4 filed Feb. 10, 2023
- AIMZ Investment Advisors 2022 Q3 filed Nov. 15, 2022
- AIMZ Investment Advisors 2022 Q2 filed Aug. 2, 2022
- AIMZ Investment Advisors 2022 Q1 filed May 6, 2022
- AIMZ Investment Advisors 2021 Q4 filed Feb. 9, 2022
- AIMZ Investment Advisors 2021 Q3 filed Nov. 12, 2021
- AIMZ Investment Advisors 2021 Q2 filed Aug. 5, 2021
- AIMZ Investment Advisors 2021 Q2 restated filed Aug. 5, 2021
- AIMZ Investment Advisors 2021 Q1 filed April 28, 2021
- AIMZ Investment Advisors 2020 Q4 filed Feb. 8, 2021
- AIMZ Investment Advisors 2020 Q3 filed Nov. 13, 2020
- AIMZ Investment Advisors 2020 Q2 filed Aug. 10, 2020