AIMZ Investment Advisors
Latest statistics and disclosures from AIMZ Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, MSFT, REGN, QCOM, VRTX, and represent 22.78% of AIMZ Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: NVDA, HIPO, VHT, VIG, VOE, VYM, VTV, SPY, DOX, DLB.
- Started 1 new stock positions in NVDA.
- Reduced shares in these 10 stocks: WAL, PNC, ALL, AFL, MSFT, AAPL, QCOM, REGN, GILD, AZN.
- Sold out of its positions in AFL, ALL, PNC, WAL.
- AIMZ Investment Advisors was a net seller of stock by $-2.3M.
- AIMZ Investment Advisors has $223M in assets under management (AUM), dropping by 5.37%.
- Central Index Key (CIK): 0001630365
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Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 110 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 7.6 | $17M | 103k | 164.90 |
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| Microsoft Corporation (MSFT) | 4.4 | $9.8M | -2% | 34k | 288.30 |
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| Regeneron Pharmaceuticals (REGN) | 3.9 | $8.8M | 11k | 821.67 |
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| Qualcomm (QCOM) | 3.7 | $8.2M | 64k | 127.58 |
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| Vertex Pharmaceuticals Incorporated (VRTX) | 3.2 | $7.1M | 23k | 315.07 |
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| Meta Platforms Cl A (META) | 3.0 | $6.7M | 32k | 211.94 |
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| Gilead Sciences (GILD) | 2.6 | $5.9M | 71k | 82.97 |
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| Infosys Sponsored Adr (INFY) | 2.6 | $5.7M | 328k | 17.44 |
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| T. Rowe Price (TROW) | 2.2 | $5.0M | 44k | 112.90 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $4.6M | 45k | 103.73 |
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| Expeditors International of Washington (EXPD) | 2.0 | $4.5M | 41k | 110.12 |
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| C H Robinson Worldwide Com New (CHRW) | 2.0 | $4.5M | 45k | 99.37 |
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| Astrazeneca Sponsored Adr (AZN) | 1.9 | $4.3M | 62k | 69.41 |
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| Incyte Corporation (INCY) | 1.8 | $4.1M | 57k | 72.27 |
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| NetApp (NTAP) | 1.8 | $4.1M | 64k | 63.85 |
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| Cisco Systems (CSCO) | 1.7 | $3.9M | 75k | 52.27 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.6 | $3.6M | 12k | 308.77 |
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| Cintas Corporation (CTAS) | 1.6 | $3.6M | 7.7k | 462.68 |
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| Bristol Myers Squibb (BMY) | 1.6 | $3.5M | 51k | 69.31 |
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| Amgen (AMGN) | 1.6 | $3.5M | 14k | 241.74 |
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| Check Point Software Tech Lt Ord (CHKP) | 1.5 | $3.3M | 25k | 130.00 |
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| Paypal Holdings (PYPL) | 1.4 | $3.2M | 42k | 75.94 |
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| Merck & Co (MRK) | 1.4 | $3.1M | -2% | 29k | 106.39 |
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| Stryker Corporation (SYK) | 1.3 | $2.9M | 10k | 285.47 |
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| Dolby Laboratories Com Cl A (DLB) | 1.3 | $2.9M | 34k | 85.42 |
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| UnitedHealth (UNH) | 1.3 | $2.9M | 6.0k | 472.58 |
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| Cigna Corp (CI) | 1.2 | $2.7M | 11k | 255.54 |
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| Abbvie (ABBV) | 1.2 | $2.7M | 17k | 159.37 |
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| Lowe's Companies (LOW) | 1.2 | $2.6M | -2% | 13k | 199.98 |
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| Wal-Mart Stores (WMT) | 1.2 | $2.6M | 18k | 147.45 |
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| Adobe Systems Incorporated (ADBE) | 1.2 | $2.6M | 6.7k | 385.37 |
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| International Business Machines (IBM) | 1.2 | $2.6M | 20k | 131.09 |
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| Franklin Resources (BEN) | 1.1 | $2.5M | 95k | 26.94 |
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| Walgreen Boots Alliance (WBA) | 1.1 | $2.5M | 74k | 34.58 |
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| Pepsi (PEP) | 1.1 | $2.4M | 13k | 182.30 |
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| Illinois Tool Works (ITW) | 1.1 | $2.4M | 9.7k | 243.44 |
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| GSK Sponsored Adr (GSK) | 1.0 | $2.3M | 65k | 35.58 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.3M | -2% | 15k | 155.00 |
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| Analog Devices (ADI) | 1.0 | $2.2M | 11k | 197.21 |
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| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 0.9 | $2.1M | 239k | 8.85 |
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| Teledyne Technologies Incorporated (TDY) | 0.9 | $1.9M | 4.3k | 447.36 |
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| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $1.9M | +3% | 14k | 134.07 |
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| Amdocs SHS (DOX) | 0.8 | $1.9M | 19k | 96.03 |
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| Abbott Laboratories (ABT) | 0.8 | $1.8M | 18k | 101.26 |
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| Coca-Cola Company (KO) | 0.8 | $1.7M | 27k | 62.03 |
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| Home Depot (HD) | 0.7 | $1.6M | 5.4k | 295.12 |
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| Proto Labs (PRLB) | 0.7 | $1.6M | 48k | 33.15 |
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| Oracle Corporation (ORCL) | 0.7 | $1.5M | 17k | 92.92 |
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| Medtronic SHS (MDT) | 0.7 | $1.5M | 18k | 80.62 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $1.5M | +4% | 14k | 105.50 |
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| Exxon Mobil Corporation (XOM) | 0.7 | $1.5M | 13k | 109.66 |
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| United Parcel Service CL B (UPS) | 0.6 | $1.4M | 7.3k | 193.99 |
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| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.4M | +4% | 10k | 138.11 |
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| Emerson Electric (EMR) | 0.6 | $1.3M | 15k | 87.14 |
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| Urban Outfitters (URBN) | 0.6 | $1.3M | 48k | 27.72 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.3M | +5% | 8.5k | 154.00 |
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| Intel Corporation (INTC) | 0.6 | $1.3M | 39k | 32.67 |
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| Novartis Sponsored Adr (NVS) | 0.6 | $1.3M | 14k | 92.00 |
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| Capri Holdings SHS (CPRI) | 0.6 | $1.3M | 27k | 47.00 |
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| Dollar Tree (DLTR) | 0.5 | $1.2M | 8.1k | 143.55 |
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| Vanguard World Fds Health Car Etf (VHT) | 0.5 | $1.1M | +6% | 4.8k | 238.46 |
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| Tesla Motors (TSLA) | 0.4 | $1.0M | 4.8k | 207.46 |
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| Myriad Genetics (MYGN) | 0.4 | $968k | 42k | 23.23 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $784k | 5.0k | 156.78 |
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| Haleon Spon Ads (HLN) | 0.3 | $732k | 90k | 8.14 |
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| Pfizer (PFE) | 0.3 | $691k | 17k | 40.80 |
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| Nextgen Healthcare (NXGN) | 0.3 | $671k | 39k | 17.41 |
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| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $669k | 149k | 4.49 |
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| Netflix (NFLX) | 0.3 | $649k | -2% | 1.9k | 345.48 |
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| McDonald's Corporation (MCD) | 0.3 | $637k | 2.3k | 279.61 |
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| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $623k | 12k | 53.47 |
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| Bank of America Corporation (BAC) | 0.3 | $590k | 21k | 28.60 |
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| Starbucks Corporation (SBUX) | 0.3 | $589k | 5.7k | 104.13 |
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $584k | 8.0k | 72.74 |
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| 3M Company (MMM) | 0.3 | $573k | -3% | 5.5k | 105.10 |
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| Amazon (AMZN) | 0.2 | $545k | 5.3k | 103.29 |
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| Emergent BioSolutions (EBS) | 0.2 | $543k | 52k | 10.36 |
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| Wells Fargo & Company (WFC) | 0.2 | $502k | 13k | 37.38 |
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| Kohl's Corporation (KSS) | 0.2 | $478k | -2% | 20k | 23.54 |
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| eBay (EBAY) | 0.2 | $436k | 9.8k | 44.37 |
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| Marvell Technology (MRVL) | 0.2 | $427k | 9.9k | 43.30 |
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| Kla Corp Com New (KLAC) | 0.2 | $402k | 1.0k | 399.17 |
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| PPL Corporation (PPL) | 0.2 | $377k | -3% | 14k | 27.79 |
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| Automatic Data Processing (ADP) | 0.2 | $375k | 1.7k | 222.63 |
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| Sempra Energy (SRE) | 0.2 | $371k | 2.5k | 151.16 |
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| Costco Wholesale Corporation (COST) | 0.2 | $368k | 740.00 | 496.87 |
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| Shell Spon Ads (SHEL) | 0.2 | $361k | 6.3k | 57.54 |
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| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $346k | 2.1k | 164.52 |
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| JPMorgan Chase & Co. (JPM) | 0.2 | $344k | 2.6k | 130.31 |
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| Hippo Hldgs Com New (HIPO) | 0.1 | $328k | +100% | 20k | 16.23 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $323k | 789.00 | 409.29 |
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| At&t (T) | 0.1 | $321k | 17k | 19.25 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.1 | $312k | 3.0k | 104.00 |
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| Applied Materials (AMAT) | 0.1 | $305k | 2.5k | 122.83 |
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| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.1 | $304k | 8.8k | 34.53 |
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| NVIDIA Corporation (NVDA) | 0.1 | $278k | NEW | 1.0k | 277.91 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $266k | 827.00 | 321.10 |
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| Chevron Corporation (CVX) | 0.1 | $260k | -9% | 1.6k | 163.20 |
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| Mastercard Incorporated Cl A (MA) | 0.1 | $260k | 714.00 | 363.41 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $253k | 990.00 | 255.47 |
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| ConocoPhillips (COP) | 0.1 | $249k | 2.5k | 99.21 |
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| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $249k | 3.8k | 65.58 |
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| Visa Com Cl A (V) | 0.1 | $247k | 1.1k | 225.55 |
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| Northrop Grumman Corporation (NOC) | 0.1 | $245k | 530.00 | 461.72 |
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| Honeywell International (HON) | 0.1 | $243k | -3% | 1.3k | 191.12 |
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| Global Payments (GPN) | 0.1 | $219k | 2.1k | 105.24 |
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| Verizon Communications (VZ) | 0.1 | $217k | -15% | 5.6k | 38.89 |
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| Anthem (ELV) | 0.1 | $210k | -10% | 456.00 | 459.81 |
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| Southwest Airlines (LUV) | 0.1 | $204k | 6.3k | 32.54 |
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| Nokia Corp Sponsored Adr (NOK) | 0.1 | $114k | 23k | 4.91 |
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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 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
- AIMZ Investment Advisors 2020 Q4 filed Feb. 8, 2021
- AIMZ Investment Advisors 2020 Q3 filed Nov. 13, 2020
- AIMZ Investment Advisors 2020 Q2 filed Aug. 10, 2020
- AIMZ Investment Advisors 2020 Q1 filed May 12, 2020
- AIMZ Investment Advisors 2019 Q4 filed Feb. 13, 2020
- AIMZ Investment Advisors 2019 Q3 filed Nov. 13, 2019