AIMZ Investment Advisors

Latest statistics and disclosures from AIMZ Investment Advisors's latest quarterly 13F-HR filing:

Tip: Access up to 7 years of quarterly data

Positions held by AIMZ Investment Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Past Filings by AIMZ Investment Advisors

SEC 13F filings are viewable for AIMZ Investment Advisors going back to 2014

View all past filings