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