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, GOOGL, and represent 24.01% of AIMZ Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: UNH, VUG, VIG, VTV, VHT, VOE, VBR, VYM, BMY, COST.
- Started 1 new stock position in VBR.
- Reduced shares in these 10 stocks: GOOG, Walgreen Boots Alliance, META, HDV, TXN, AAPL, MSFT, NTAP, GOOGL, VRTX.
- Sold out of its positions in HDV, TXN, Walgreen Boots Alliance.
- AIMZ Investment Advisors was a net buyer of stock by $566k.
- AIMZ Investment Advisors has $319M in assets under management (AUM), dropping by 6.69%.
- Central Index Key (CIK): 0001630365
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Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 128 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 6.8 | $22M | 85k | 254.63 |
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| Meta Platforms Cl A (META) | 5.9 | $19M | -2% | 26k | 734.39 |
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| Microsoft Corporation (MSFT) | 4.7 | $15M | 29k | 517.94 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.5 | $11M | -5% | 46k | 243.55 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.2 | $10M | 42k | 243.10 |
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| Qualcomm (QCOM) | 3.0 | $9.5M | 57k | 166.36 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 2.5 | $8.0M | 20k | 391.64 |
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| Gilead Sciences (GILD) | 2.2 | $7.1M | 64k | 111.00 |
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| NetApp (NTAP) | 2.1 | $6.7M | -2% | 56k | 118.46 |
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| Incyte Corporation (INCY) | 1.8 | $5.7M | 67k | 84.81 |
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| C H Robinson Worldwide Com New (CHRW) | 1.7 | $5.5M | 42k | 132.40 |
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| Regeneron Pharmaceuticals (REGN) | 1.7 | $5.5M | 9.7k | 562.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $5.3M | 11k | 502.74 |
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| Cintas Corporation (CTAS) | 1.7 | $5.3M | 26k | 205.26 |
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| UnitedHealth (UNH) | 1.7 | $5.3M | +89% | 15k | 345.30 |
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| Adobe Systems Incorporated (ADBE) | 1.6 | $5.2M | 15k | 352.75 |
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| International Business Machines (IBM) | 1.6 | $5.1M | 18k | 282.16 |
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| Genmab A/s Sponsored Ads (GMAB) | 1.6 | $5.0M | 165k | 30.67 |
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| T. Rowe Price (TROW) | 1.6 | $5.0M | 49k | 102.64 |
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| Infosys Sponsored Adr (INFY) | 1.6 | $5.0M | 306k | 16.27 |
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| Wal-Mart Stores (WMT) | 1.5 | $4.9M | 47k | 103.06 |
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| Check Point Software Tech Lt Ord (CHKP) | 1.5 | $4.8M | 23k | 206.91 |
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| Expeditors International of Washington (EXPD) | 1.5 | $4.7M | 39k | 122.59 |
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| Cisco Systems (CSCO) | 1.5 | $4.7M | 69k | 68.42 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.4 | $4.5M | 222k | 20.20 |
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| Astrazeneca Sponsored Adr (AZN) | 1.4 | $4.3M | 56k | 76.72 |
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| Oracle Corporation (ORCL) | 1.2 | $3.9M | 14k | 281.23 |
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| Amgen (AMGN) | 1.2 | $3.7M | 13k | 282.21 |
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| Abbvie (ABBV) | 1.1 | $3.6M | 16k | 231.54 |
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| Paypal Holdings (PYPL) | 1.1 | $3.6M | 53k | 67.06 |
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| NVIDIA Corporation (NVDA) | 1.1 | $3.6M | 19k | 186.58 |
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| Stryker Corporation (SYK) | 1.1 | $3.4M | 9.1k | 369.65 |
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| Epam Systems (EPAM) | 1.0 | $3.3M | 22k | 150.79 |
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| Urban Outfitters (URBN) | 1.0 | $3.1M | 43k | 71.43 |
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| Lowe's Companies (LOW) | 0.9 | $2.9M | 12k | 251.31 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.9 | $2.8M | +15% | 16k | 174.58 |
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| Cigna Corp (CI) | 0.8 | $2.7M | 9.4k | 288.26 |
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| Johnson & Johnson (JNJ) | 0.8 | $2.7M | 14k | 185.43 |
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| GSK Sponsored Adr (GSK) | 0.8 | $2.6M | 61k | 43.16 |
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| Netflix (NFLX) | 0.8 | $2.5M | 2.1k | 1198.92 |
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| Bristol Myers Squibb (BMY) | 0.8 | $2.4M | 54k | 45.10 |
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| Teledyne Technologies Incorporated (TDY) | 0.7 | $2.4M | 4.0k | 586.04 |
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| Illinois Tool Works (ITW) | 0.7 | $2.3M | 8.9k | 260.75 |
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| Dolby Laboratories Com Cl A (DLB) | 0.7 | $2.3M | 32k | 72.37 |
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| Analog Devices (ADI) | 0.7 | $2.3M | -5% | 9.3k | 245.70 |
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| Vanguard Index Fds Value Etf (VTV) | 0.7 | $2.2M | +24% | 12k | 186.50 |
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| Abbott Laboratories (ABT) | 0.7 | $2.2M | 17k | 133.94 |
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| Merck & Co (MRK) | 0.7 | $2.2M | 26k | 83.93 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.7 | $2.1M | +27% | 9.8k | 215.79 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $2.1M | +4% | 15k | 140.95 |
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| Euronet Worldwide (EEFT) | 0.6 | $2.0M | 23k | 87.81 |
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| Proto Labs (PRLB) | 0.6 | $2.0M | -2% | 40k | 50.03 |
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| Emerson Electric (EMR) | 0.6 | $1.9M | 15k | 131.18 |
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| Pepsi (PEP) | 0.6 | $1.8M | 13k | 140.44 |
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| Home Depot (HD) | 0.6 | $1.8M | 4.5k | 405.19 |
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| Franklin Resources (BEN) | 0.6 | $1.8M | -3% | 78k | 23.13 |
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| Vanguard World Health Car Etf (VHT) | 0.6 | $1.8M | +32% | 6.9k | 259.59 |
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| Globant S A (GLOB) | 0.5 | $1.7M | 30k | 57.38 |
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| Novartis Sponsored Adr (NVS) | 0.5 | $1.7M | 13k | 128.24 |
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| Medtronic SHS (MDT) | 0.5 | $1.7M | 18k | 95.24 |
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| Coca-Cola Company (KO) | 0.5 | $1.6M | 25k | 66.32 |
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| Starbucks Corporation (SBUX) | 0.5 | $1.6M | 18k | 84.60 |
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| Amdocs SHS (DOX) | 0.5 | $1.5M | 18k | 82.05 |
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| S&p Global (SPGI) | 0.5 | $1.5M | 3.0k | 486.76 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $1.5M | 13k | 112.75 |
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| Amazon (AMZN) | 0.4 | $1.3M | 5.8k | 219.57 |
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| Tesla Motors (TSLA) | 0.4 | $1.2M | -4% | 2.8k | 444.72 |
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| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $1.1M | 25k | 45.21 |
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| Palantir Technologies Cl A (PLTR) | 0.3 | $1.1M | 6.1k | 182.42 |
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| Kla Corp Com New (KLAC) | 0.3 | $1.1M | 1.0k | 1078.60 |
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| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $1.0M | +102% | 2.2k | 479.69 |
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| Intel Corporation (INTC) | 0.3 | $1.0M | -4% | 30k | 33.55 |
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| Wells Fargo & Company (WFC) | 0.3 | $962k | 12k | 83.82 |
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| JPMorgan Chase & Co. (JPM) | 0.3 | $913k | 2.9k | 315.47 |
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| Bank of America Corporation (BAC) | 0.3 | $910k | 18k | 51.59 |
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| eBay (EBAY) | 0.3 | $813k | 8.9k | 90.95 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.2 | $770k | 293k | 2.63 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $763k | 8.0k | 95.14 |
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| Hippo Hldgs Com New (HIPO) | 0.2 | $731k | 20k | 36.16 |
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| 3M Company (MMM) | 0.2 | $728k | 4.7k | 155.17 |
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| Costco Wholesale Corporation (COST) | 0.2 | $689k | 744.00 | 925.63 |
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| Marvell Technology (MRVL) | 0.2 | $649k | -2% | 7.7k | 84.07 |
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| Dollar Tree (DLTR) | 0.2 | $644k | 6.8k | 94.37 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $616k | 925.00 | 666.25 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $606k | 1.0k | 600.32 |
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| Haleon Spon Ads (HLN) | 0.2 | $566k | -2% | 63k | 8.97 |
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| United Parcel Service CL B (UPS) | 0.2 | $564k | 6.8k | 83.53 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $557k | -12% | 7.8k | 71.37 |
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| Automatic Data Processing (ADP) | 0.2 | $495k | 1.7k | 293.50 |
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| McDonald's Corporation (MCD) | 0.2 | $494k | 1.6k | 303.89 |
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| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $477k | 11k | 45.42 |
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| Capri Holdings SHS (CPRI) | 0.1 | $464k | -2% | 23k | 19.92 |
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| Western Alliance Bancorporation (WAL) | 0.1 | $457k | 5.3k | 86.72 |
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| Eli Lilly & Co. (LLY) | 0.1 | $446k | 584.00 | 763.40 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $443k | 990.00 | 447.23 |
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| Sempra Energy (SRE) | 0.1 | $442k | 4.9k | 89.98 |
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| Broadcom (AVGO) | 0.1 | $426k | 1.3k | 329.91 |
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| PPL Corporation (PPL) | 0.1 | $422k | 11k | 37.16 |
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| Visa Com Cl A (V) | 0.1 | $411k | 1.2k | 341.51 |
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| Applied Materials (AMAT) | 0.1 | $405k | -3% | 2.0k | 204.74 |
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| Pfizer (PFE) | 0.1 | $385k | -3% | 15k | 25.48 |
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| Shell Spon Ads (SHEL) | 0.1 | $377k | 5.3k | 71.53 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $372k | -8% | 654.00 | 568.81 |
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| Ubiquiti (UI) | 0.1 | $347k | 525.00 | 660.58 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $332k | 11k | 29.11 |
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| Ge Aerospace Com New (GE) | 0.1 | $332k | 1.1k | 300.82 |
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| At&t (T) | 0.1 | $325k | 12k | 28.24 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $323k | 530.00 | 609.32 |
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| AFLAC Incorporated (AFL) | 0.1 | $317k | 2.8k | 111.70 |
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| Myriad Genetics (MYGN) | 0.1 | $283k | 39k | 7.23 |
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| Dell Technologies CL C (DELL) | 0.1 | $283k | 2.0k | 141.73 |
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| Chevron Corporation (CVX) | 0.1 | $277k | 1.8k | 155.30 |
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| Procter & Gamble Company (PG) | 0.1 | $268k | 1.7k | 153.66 |
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| ConocoPhillips (COP) | 0.1 | $266k | 2.8k | 94.59 |
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| Honeywell International (HON) | 0.1 | $264k | 1.3k | 210.50 |
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| Fundx Invt Tr Fundx Etf (XCOR) | 0.1 | $255k | 3.3k | 78.28 |
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| PNC Financial Services (PNC) | 0.1 | $251k | 1.3k | 200.93 |
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| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.1 | $236k | 6.1k | 38.60 |
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| Verizon Communications (VZ) | 0.1 | $229k | 5.2k | 43.95 |
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| Allstate Corporation (ALL) | 0.1 | $225k | 1.1k | 214.65 |
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| Kohl's Corporation (KSS) | 0.1 | $222k | -3% | 14k | 15.37 |
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| Travelers Companies (TRV) | 0.1 | $217k | 778.00 | 279.13 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $215k | 2.8k | 76.62 |
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| Global Payments (GPN) | 0.1 | $212k | 2.6k | 83.08 |
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| Vanguard Index Fds Sm Cp Val Etf (VBR) | 0.1 | $212k | NEW | 1.0k | 208.71 |
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| Walt Disney Company (DIS) | 0.1 | $209k | 1.8k | 114.50 |
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| MetLife (MET) | 0.1 | $205k | 2.5k | 82.37 |
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| Nokia Corp Sponsored Adr (NOK) | 0.0 | $92k | 19k | 4.81 |
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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 2025 Q3 filed Nov. 12, 2025
- AIMZ Investment Advisors 2025 Q2 filed Aug. 12, 2025
- AIMZ Investment Advisors 2025 Q1 filed May 14, 2025
- 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