AIMZ Investment Advisors
Latest statistics and disclosures from AIMZ Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, META, MSFT, GOOG, QCOM, and represent 24.01% of AIMZ Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: GMAB, WIT, SPR, DIS, SCHV, VUG, NVDA, VHT, GSK, VOE.
- Started 3 new stock positions in GMAB, DIS, SPR.
- Reduced shares in these 10 stocks: AAPL, META, GOOG, VZ, TSLA, HDV, TXN, BEN, MSFT, PRLB.
- Sold out of its positions in HDV, TXN, VZ.
- AIMZ Investment Advisors was a net buyer of stock by $107k.
- AIMZ Investment Advisors has $288M in assets under management (AUM), dropping by -1.74%.
- Central Index Key (CIK): 0001630365
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Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 124 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.5 | $22M | -2% | 86k | 250.42 |
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| Meta Platforms Cl A (META) | 5.8 | $17M | -2% | 29k | 585.50 |
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| Microsoft Corporation (MSFT) | 4.2 | $12M | 29k | 421.50 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $9.6M | -2% | 50k | 190.44 |
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| Qualcomm (QCOM) | 3.1 | $9.0M | 59k | 153.62 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 3.0 | $8.5M | 21k | 402.70 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $8.2M | 43k | 189.30 |
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| Regeneron Pharmaceuticals (REGN) | 2.4 | $7.0M | 9.9k | 712.33 |
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| NetApp (NTAP) | 2.4 | $6.8M | 58k | 116.08 |
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| Infosys Sponsored Adr (INFY) | 2.3 | $6.7M | 307k | 21.92 |
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| Gilead Sciences (GILD) | 2.1 | $6.2M | 67k | 92.37 |
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| Epam Systems (EPAM) | 1.8 | $5.3M | 23k | 233.82 |
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| T. Rowe Price (TROW) | 1.8 | $5.2M | -2% | 46k | 113.09 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.7 | $5.0M | 227k | 22.04 |
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| Cintas Corporation (CTAS) | 1.7 | $4.9M | 27k | 182.70 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $4.9M | 11k | 453.28 |
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| Incyte Corporation (INCY) | 1.7 | $4.8M | 69k | 69.07 |
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| Paypal Holdings (PYPL) | 1.6 | $4.7M | 55k | 85.35 |
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| Wal-Mart Stores (WMT) | 1.5 | $4.4M | 49k | 90.35 |
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| Check Point Software Tech Lt Ord (CHKP) | 1.5 | $4.4M | 24k | 186.70 |
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| C H Robinson Worldwide Com New (CHRW) | 1.5 | $4.4M | 43k | 103.32 |
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| Expeditors International of Washington (EXPD) | 1.5 | $4.3M | 39k | 110.77 |
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| Cisco Systems (CSCO) | 1.4 | $4.2M | 70k | 59.20 |
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| International Business Machines (IBM) | 1.4 | $4.1M | 19k | 219.83 |
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| Astrazeneca Sponsored Adr (AZN) | 1.3 | $3.8M | 58k | 65.52 |
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| Genmab A/s Sponsored Ads (GMAB) | 1.2 | $3.5M | NEW | 169k | 20.87 |
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| Amgen (AMGN) | 1.2 | $3.4M | 13k | 260.64 |
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| Stryker Corporation (SYK) | 1.2 | $3.3M | 9.3k | 360.07 |
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| Bristol Myers Squibb (BMY) | 1.0 | $3.0M | 53k | 56.56 |
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| Abbvie (ABBV) | 1.0 | $2.8M | 16k | 177.70 |
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| UnitedHealth (UNH) | 1.0 | $2.8M | 5.5k | 505.90 |
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| Lowe's Companies (LOW) | 1.0 | $2.8M | 11k | 246.80 |
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| Adobe Systems Incorporated (ADBE) | 1.0 | $2.8M | -3% | 6.2k | 444.68 |
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| Merck & Co (MRK) | 0.9 | $2.6M | 27k | 99.48 |
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| Cigna Corp (CI) | 0.9 | $2.6M | 9.5k | 276.13 |
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| Dolby Laboratories Com Cl A (DLB) | 0.9 | $2.5M | 32k | 78.10 |
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| Urban Outfitters (URBN) | 0.8 | $2.4M | 44k | 54.88 |
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| Oracle Corporation (ORCL) | 0.8 | $2.4M | 14k | 166.64 |
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| Euronet Worldwide (EEFT) | 0.8 | $2.4M | 23k | 102.84 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $2.3M | 14k | 161.77 |
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| Illinois Tool Works (ITW) | 0.8 | $2.3M | 9.0k | 253.56 |
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| Analog Devices (ADI) | 0.8 | $2.2M | 10k | 212.46 |
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| GSK Sponsored Adr (GSK) | 0.7 | $2.1M | 63k | 33.82 |
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| Johnson & Johnson (JNJ) | 0.7 | $2.0M | 14k | 144.62 |
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| Pepsi (PEP) | 0.7 | $2.0M | 13k | 152.06 |
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| Abbott Laboratories (ABT) | 0.7 | $1.9M | 17k | 113.11 |
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| Teledyne Technologies Incorporated (TDY) | 0.7 | $1.9M | 4.0k | 464.13 |
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| Netflix (NFLX) | 0.6 | $1.8M | 2.1k | 891.32 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.8M | 14k | 127.59 |
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| Starbucks Corporation (SBUX) | 0.6 | $1.8M | 20k | 91.25 |
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| Emerson Electric (EMR) | 0.6 | $1.8M | 14k | 123.93 |
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| Home Depot (HD) | 0.6 | $1.8M | 4.6k | 388.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.7M | -4% | 9.8k | 169.30 |
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| Proto Labs (PRLB) | 0.6 | $1.7M | -8% | 42k | 39.09 |
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| Franklin Resources (BEN) | 0.6 | $1.6M | -9% | 81k | 20.29 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.6M | -6% | 8.0k | 195.84 |
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| Amdocs SHS (DOX) | 0.5 | $1.5M | 18k | 85.14 |
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| Coca-Cola Company (KO) | 0.5 | $1.5M | 25k | 62.26 |
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| S&p Global (SPGI) | 0.5 | $1.5M | 3.1k | 497.97 |
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| Medtronic SHS (MDT) | 0.5 | $1.4M | 18k | 79.88 |
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| NVIDIA Corporation (NVDA) | 0.5 | $1.4M | +2% | 11k | 134.29 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.4M | 13k | 107.57 |
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| Vanguard World Health Car Etf (VHT) | 0.5 | $1.3M | +2% | 5.2k | 253.71 |
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| Novartis Sponsored Adr (NVS) | 0.4 | $1.3M | 13k | 97.31 |
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| Amazon (AMZN) | 0.4 | $1.2M | 5.3k | 219.39 |
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| Tesla Motors (TSLA) | 0.4 | $1.1M | -17% | 2.6k | 403.84 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.4 | $1.0M | +97% | 293k | 3.54 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $1.0M | 25k | 40.34 |
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| Marvell Technology (MRVL) | 0.3 | $870k | -5% | 7.9k | 110.45 |
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| United Parcel Service CL B (UPS) | 0.3 | $851k | 6.8k | 126.10 |
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| Wells Fargo & Company (WFC) | 0.3 | $806k | 12k | 70.24 |
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| Bank of America Corporation (BAC) | 0.3 | $775k | 18k | 43.95 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $713k | 8.0k | 88.79 |
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| Costco Wholesale Corporation (COST) | 0.2 | $692k | 755.00 | 916.27 |
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| Haleon Spon Ads (HLN) | 0.2 | $673k | -3% | 71k | 9.54 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $672k | 2.8k | 239.71 |
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| Intel Corporation (INTC) | 0.2 | $656k | -16% | 33k | 20.05 |
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| Kla Corp Com New (KLAC) | 0.2 | $635k | 1.0k | 630.12 |
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| 3M Company (MMM) | 0.2 | $600k | -3% | 4.6k | 129.08 |
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| eBay (EBAY) | 0.2 | $554k | 8.9k | 61.95 |
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| Hippo Hldgs Com New (HIPO) | 0.2 | $541k | 20k | 26.77 |
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| Myriad Genetics (MYGN) | 0.2 | $537k | 39k | 13.71 |
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| Palantir Technologies Cl A (PLTR) | 0.2 | $537k | 7.1k | 75.63 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $532k | -3% | 9.3k | 57.41 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $517k | 990.00 | 521.96 |
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| McDonald's Corporation (MCD) | 0.2 | $515k | 1.8k | 289.89 |
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| Dollar Tree (DLTR) | 0.2 | $515k | 6.9k | 74.94 |
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| Capri Holdings SHS (CPRI) | 0.2 | $501k | 24k | 21.06 |
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| Automatic Data Processing (ADP) | 0.2 | $493k | 1.7k | 292.73 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $468k | +21% | 1.1k | 410.36 |
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| Western Alliance Bancorporation (WAL) | 0.2 | $440k | 5.3k | 83.54 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $439k | -3% | 748.00 | 586.43 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $437k | 11k | 41.61 |
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| Sempra Energy (SRE) | 0.1 | $431k | 4.9k | 87.72 |
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| Pfizer (PFE) | 0.1 | $411k | -2% | 16k | 26.53 |
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| Walgreen Boots Alliance (WBA) | 0.1 | $399k | -20% | 43k | 9.33 |
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| Eli Lilly & Co. (LLY) | 0.1 | $388k | 503.00 | 772.00 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $376k | 714.00 | 526.57 |
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| PPL Corporation (PPL) | 0.1 | $371k | 11k | 32.46 |
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| Visa Com Cl A (V) | 0.1 | $346k | 1.1k | 316.17 |
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| Shell Spon Ads (SHEL) | 0.1 | $343k | 5.5k | 62.65 |
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| Applied Materials (AMAT) | 0.1 | $315k | -2% | 1.9k | 162.63 |
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| Broadcom (AVGO) | 0.1 | $299k | 1.3k | 231.84 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $297k | +200% | 11k | 26.07 |
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| AFLAC Incorporated (AFL) | 0.1 | $293k | 2.8k | 103.44 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $289k | -4% | 565.00 | 511.50 |
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| Honeywell International (HON) | 0.1 | $284k | 1.3k | 225.89 |
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| At&t (T) | 0.1 | $277k | -2% | 12k | 22.77 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $249k | 530.00 | 469.29 |
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| Chevron Corporation (CVX) | 0.1 | $248k | 1.7k | 144.88 |
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| ConocoPhillips (COP) | 0.1 | $242k | 2.4k | 99.17 |
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| PNC Financial Services (PNC) | 0.1 | $241k | 1.3k | 192.85 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $241k | -14% | 2.4k | 100.32 |
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| Dell Technologies CL C (DELL) | 0.1 | $237k | 2.1k | 115.21 |
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| The Trade Desk Com Cl A (TTD) | 0.1 | $235k | 2.0k | 117.53 |
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| Fundx Invt Tr Fundx Etf (XCOR) | 0.1 | $234k | 3.3k | 71.71 |
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| Kohl's Corporation (KSS) | 0.1 | $226k | -14% | 16k | 14.04 |
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| Procter & Gamble Company (PG) | 0.1 | $223k | 1.3k | 167.65 |
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| Global Payments (GPN) | 0.1 | $219k | -5% | 2.0k | 112.06 |
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| Allstate Corporation (ALL) | 0.1 | $212k | 1.1k | 192.79 |
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| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.1 | $208k | NEW | 6.1k | 34.08 |
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| MetLife (MET) | 0.1 | $204k | 2.5k | 81.88 |
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| Walt Disney Company (DIS) | 0.1 | $203k | NEW | 1.8k | 111.35 |
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $85k | -3% | 19k | 4.43 |
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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 2024 Q4 filed Feb. 5, 2025
- AIMZ Investment Advisors 2024 Q3 filed Nov. 13, 2024
- AIMZ Investment Advisors 2024 Q1 filed May 10, 2024
- 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