AIMZ Investment Advisors as of Sept. 30, 2023
Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 112 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.2 | $16M | 95k | 171.21 | |
| Microsoft Corporation (MSFT) | 4.7 | $11M | 33k | 315.75 | |
| Meta Platforms Cl A (META) | 4.2 | $9.3M | 31k | 300.21 | |
| Regeneron Pharmaceuticals (REGN) | 3.9 | $8.7M | 11k | 822.96 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.5 | $7.8M | 23k | 347.74 | |
| Qualcomm (QCOM) | 3.1 | $7.0M | 63k | 111.06 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.6 | $5.8M | 44k | 130.86 | |
| Infosys Sponsored Adr (INFY) | 2.5 | $5.6M | 325k | 17.11 | |
| Gilead Sciences (GILD) | 2.3 | $5.3M | 71k | 74.94 | |
| NetApp (NTAP) | 2.1 | $4.8M | 64k | 75.88 | |
| T. Rowe Price (TROW) | 2.1 | $4.8M | 46k | 104.87 | |
| Expeditors International of Washington (EXPD) | 2.1 | $4.7M | 41k | 114.63 | |
| Astrazeneca Sponsored Adr (AZN) | 1.8 | $4.1M | 61k | 67.72 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.8 | $4.0M | 12k | 350.30 | |
| Cisco Systems (CSCO) | 1.8 | $4.0M | 74k | 53.76 | |
| C H Robinson Worldwide Com New (CHRW) | 1.7 | $3.8M | 45k | 86.13 | |
| Amgen (AMGN) | 1.7 | $3.8M | 14k | 268.77 | |
| Cintas Corporation (CTAS) | 1.6 | $3.7M | 7.6k | 481.01 | |
| Incyte Corporation (INCY) | 1.6 | $3.6M | 63k | 57.77 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $3.3M | 6.5k | 509.90 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.5 | $3.3M | 25k | 133.28 | |
| Paypal Holdings (PYPL) | 1.4 | $3.1M | 52k | 58.46 | |
| UnitedHealth (UNH) | 1.4 | $3.0M | 6.0k | 504.20 | |
| Cigna Corp (CI) | 1.3 | $3.0M | 11k | 286.07 | |
| Bristol Myers Squibb (BMY) | 1.3 | $2.9M | 51k | 58.04 | |
| Merck & Co (MRK) | 1.3 | $2.9M | 29k | 102.95 | |
| Wal-Mart Stores (WMT) | 1.2 | $2.8M | 18k | 159.93 | |
| Stryker Corporation (SYK) | 1.2 | $2.8M | 10k | 273.27 | |
| International Business Machines (IBM) | 1.2 | $2.7M | 19k | 140.30 | |
| Lowe's Companies (LOW) | 1.2 | $2.7M | 13k | 207.83 | |
| Dolby Laboratories Com Cl A (DLB) | 1.2 | $2.6M | 33k | 79.26 | |
| Abbvie (ABBV) | 1.1 | $2.5M | 17k | 149.06 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.1 | $2.4M | 239k | 10.20 | |
| GSK Sponsored Adr (GSK) | 1.0 | $2.3M | 65k | 36.25 | |
| Franklin Resources (BEN) | 1.0 | $2.3M | 94k | 24.58 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.3M | 15k | 155.75 | |
| Pepsi (PEP) | 1.0 | $2.2M | 13k | 169.44 | |
| Illinois Tool Works (ITW) | 1.0 | $2.2M | 9.6k | 230.30 | |
| Analog Devices (ADI) | 0.8 | $1.9M | 11k | 175.08 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $1.9M | 14k | 130.96 | |
| Teledyne Technologies Incorporated (TDY) | 0.8 | $1.7M | 4.2k | 408.58 | |
| Abbott Laboratories (ABT) | 0.8 | $1.7M | 18k | 96.85 | |
| Walgreen Boots Alliance (WBA) | 0.8 | $1.7M | 77k | 22.24 | |
| Oracle Corporation (ORCL) | 0.8 | $1.7M | 16k | 105.92 | |
| Home Depot (HD) | 0.7 | $1.6M | 5.4k | 302.16 | |
| Amdocs SHS (DOX) | 0.7 | $1.6M | 19k | 84.49 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.6M | 13k | 117.58 | |
| Urban Outfitters (URBN) | 0.7 | $1.5M | 47k | 32.69 | |
| Coca-Cola Company (KO) | 0.7 | $1.5M | 27k | 55.98 | |
| Emerson Electric (EMR) | 0.7 | $1.5M | 15k | 96.57 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.5M | 14k | 103.32 | |
| Medtronic SHS (MDT) | 0.6 | $1.4M | 18k | 78.36 | |
| Novartis Sponsored Adr (NVS) | 0.6 | $1.4M | 14k | 101.86 | |
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.4M | 10k | 137.93 | |
| Intel Corporation (INTC) | 0.6 | $1.4M | 39k | 35.55 | |
| Capri Holdings SHS (CPRI) | 0.6 | $1.4M | 26k | 52.61 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.4M | 8.7k | 155.39 | |
| Proto Labs (PRLB) | 0.6 | $1.3M | 48k | 26.40 | |
| Vanguard World Fds Health Car Etf (VHT) | 0.5 | $1.2M | 5.2k | 235.11 | |
| Tesla Motors (TSLA) | 0.5 | $1.2M | 4.8k | 250.22 | |
| United Parcel Service CL B (UPS) | 0.5 | $1.1M | 7.3k | 155.87 | |
| Nextgen Healthcare | 0.4 | $894k | 38k | 23.73 | |
| Dollar Tree (DLTR) | 0.4 | $862k | 8.1k | 106.45 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $796k | 25k | 31.82 | |
| Haleon Spon Ads (HLN) | 0.3 | $735k | 88k | 8.33 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $719k | 149k | 4.84 | |
| Netflix (NFLX) | 0.3 | $709k | 1.9k | 377.60 | |
| Amazon (AMZN) | 0.3 | $671k | 5.3k | 127.12 | |
| Myriad Genetics (MYGN) | 0.3 | $657k | 41k | 16.04 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $606k | 12k | 51.87 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $581k | 8.0k | 72.38 | |
| Pfizer (PFE) | 0.3 | $562k | 17k | 33.17 | |
| Bank of America Corporation (BAC) | 0.2 | $552k | 20k | 27.38 | |
| Wells Fargo & Company (WFC) | 0.2 | $548k | 13k | 40.86 | |
| Marvell Technology (MRVL) | 0.2 | $534k | 9.9k | 54.13 | |
| McDonald's Corporation (MCD) | 0.2 | $521k | 2.0k | 263.44 | |
| Starbucks Corporation (SBUX) | 0.2 | $517k | 5.7k | 91.27 | |
| 3M Company (MMM) | 0.2 | $489k | 5.2k | 93.61 | |
| Kla Corp Com New (KLAC) | 0.2 | $462k | 1.0k | 458.66 | |
| NVIDIA Corporation (NVDA) | 0.2 | $457k | 1.1k | 435.19 | |
| eBay (EBAY) | 0.2 | $433k | 9.8k | 44.09 | |
| Kohl's Corporation (KSS) | 0.2 | $420k | 20k | 20.96 | |
| Costco Wholesale Corporation (COST) | 0.2 | $418k | 740.00 | 564.96 | |
| Automatic Data Processing (ADP) | 0.2 | $405k | 1.7k | 240.58 | |
| Shell Spon Ads (SHEL) | 0.2 | $398k | 6.2k | 64.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.2 | $396k | 3.0k | 131.85 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $383k | 2.6k | 145.02 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $346k | 11k | 32.99 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $338k | 790.00 | 427.58 | |
| Sempra Energy (SRE) | 0.1 | $334k | 4.9k | 68.03 | |
| PPL Corporation (PPL) | 0.1 | $313k | 13k | 23.56 | |
| Applied Materials (AMAT) | 0.1 | $309k | 2.2k | 138.45 | |
| ConocoPhillips (COP) | 0.1 | $301k | 2.5k | 119.80 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $297k | 828.00 | 358.31 | |
| Intuitive Surgical Com New (ISRG) | 0.1 | $289k | 990.00 | 292.29 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $283k | 714.00 | 395.91 | |
| Eli Lilly & Co. (LLY) | 0.1 | $270k | 503.00 | 537.13 | |
| Chevron Corporation (CVX) | 0.1 | $264k | 1.6k | 168.67 | |
| Visa Com Cl A (V) | 0.1 | $252k | 1.1k | 230.11 | |
| At&t (T) | 0.1 | $248k | 17k | 15.02 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $245k | 3.8k | 64.46 | |
| Western Alliance Bancorporation (WAL) | 0.1 | $245k | 5.3k | 45.97 | |
| Global Payments (GPN) | 0.1 | $240k | 2.1k | 115.39 | |
| Honeywell International (HON) | 0.1 | $235k | 1.3k | 184.74 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $233k | 530.00 | 440.19 | |
| AFLAC Incorporated (AFL) | 0.1 | $231k | 3.0k | 76.75 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $229k | 842.00 | 272.34 | |
| Vmware Cl A Com | 0.1 | $213k | 1.3k | 166.48 | |
| Emergent BioSolutions (EBS) | 0.1 | $175k | 51k | 3.40 | |
| Hippo Hldgs Com New (HIPO) | 0.1 | $161k | 20k | 7.97 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $87k | 23k | 3.74 | |
| Movella Holdings (MVLA) | 0.0 | $5.6k | 10k | 0.54 |
