AIMZ Investment Advisors as of Sept. 30, 2024
Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 124 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 7.0 | $21M | 88k | 233.00 | |
| Meta Platforms Cl A (META) | 5.7 | $17M | 29k | 572.43 | |
| Microsoft Corporation (MSFT) | 4.3 | $13M | 29k | 430.31 | |
| Regeneron Pharmaceuticals (REGN) | 3.6 | $10M | 9.9k | 1051.24 | |
| Qualcomm (QCOM) | 3.4 | $10M | 59k | 170.05 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.4 | $9.9M | 21k | 465.08 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.9 | $8.6M | 51k | 167.19 | |
| NetApp (NTAP) | 2.5 | $7.3M | 59k | 123.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $7.2M | 43k | 165.85 | |
| Infosys Sponsored Adr (INFY) | 2.4 | $6.9M | 311k | 22.27 | |
| Cintas Corporation (CTAS) | 1.9 | $5.7M | 28k | 205.88 | |
| Gilead Sciences (GILD) | 1.9 | $5.7M | 68k | 83.84 | |
| T. Rowe Price (TROW) | 1.8 | $5.1M | 47k | 108.93 | |
| Expeditors International of Washington (EXPD) | 1.8 | $5.1M | 39k | 131.40 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $5.0M | 11k | 460.26 | |
| C H Robinson Worldwide Com New (CHRW) | 1.6 | $4.7M | 43k | 110.37 | |
| Incyte Corporation (INCY) | 1.6 | $4.6M | 70k | 66.10 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.6 | $4.6M | 24k | 192.81 | |
| Astrazeneca Sponsored Adr (AZN) | 1.5 | $4.5M | 58k | 77.91 | |
| Epam Systems (EPAM) | 1.5 | $4.5M | 23k | 199.03 | |
| Paypal Holdings (PYPL) | 1.5 | $4.3M | 56k | 78.03 | |
| Amgen (AMGN) | 1.5 | $4.3M | 13k | 322.21 | |
| International Business Machines (IBM) | 1.4 | $4.2M | 19k | 221.08 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.4 | $4.1M | 228k | 18.02 | |
| Wal-Mart Stores (WMT) | 1.4 | $4.0M | 50k | 80.75 | |
| Cisco Systems (CSCO) | 1.3 | $3.8M | 72k | 53.22 | |
| Stryker Corporation (SYK) | 1.2 | $3.4M | 9.4k | 361.26 | |
| Adobe Systems Incorporated (ADBE) | 1.1 | $3.3M | 6.4k | 517.78 | |
| UnitedHealth (UNH) | 1.1 | $3.3M | 5.6k | 584.65 | |
| Cigna Corp (CI) | 1.1 | $3.3M | 9.5k | 346.46 | |
| Abbvie (ABBV) | 1.1 | $3.1M | 16k | 197.48 | |
| Lowe's Companies (LOW) | 1.1 | $3.1M | 11k | 270.85 | |
| Merck & Co (MRK) | 1.0 | $3.0M | 27k | 113.56 | |
| Bristol Myers Squibb (BMY) | 0.9 | $2.8M | 53k | 51.74 | |
| GSK Sponsored Adr (GSK) | 0.9 | $2.5M | 62k | 40.88 | |
| Dolby Laboratories Com Cl A (DLB) | 0.8 | $2.5M | 33k | 76.53 | |
| Oracle Corporation (ORCL) | 0.8 | $2.5M | 14k | 170.40 | |
| Analog Devices (ADI) | 0.8 | $2.4M | 10k | 230.16 | |
| Illinois Tool Works (ITW) | 0.8 | $2.4M | 9.1k | 262.08 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $2.4M | 14k | 167.68 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.3M | 14k | 162.06 | |
| Euronet Worldwide (EEFT) | 0.8 | $2.3M | 23k | 99.23 | |
| Pepsi (PEP) | 0.8 | $2.2M | 13k | 170.05 | |
| Abbott Laboratories (ABT) | 0.7 | $1.9M | 17k | 114.01 | |
| Starbucks Corporation (SBUX) | 0.6 | $1.9M | 20k | 97.49 | |
| Home Depot (HD) | 0.6 | $1.8M | 4.6k | 405.20 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.8M | 14k | 128.20 | |
| Coca-Cola Company (KO) | 0.6 | $1.8M | 25k | 71.86 | |
| Franklin Resources (BEN) | 0.6 | $1.8M | 89k | 20.15 | |
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.8M | 10k | 174.56 | |
| Teledyne Technologies Incorporated (TDY) | 0.6 | $1.8M | 4.1k | 437.66 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.7M | 8.6k | 198.06 | |
| Urban Outfitters (URBN) | 0.6 | $1.7M | 44k | 38.31 | |
| Medtronic SHS (MDT) | 0.6 | $1.6M | 18k | 90.03 | |
| S&p Global (SPGI) | 0.6 | $1.6M | 3.1k | 516.68 | |
| Amdocs SHS (DOX) | 0.5 | $1.6M | 18k | 87.48 | |
| Emerson Electric (EMR) | 0.5 | $1.6M | 14k | 109.37 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $1.5M | 13k | 115.02 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $1.5M | 13k | 117.22 | |
| Netflix (NFLX) | 0.5 | $1.5M | 2.1k | 709.27 | |
| Vanguard World Health Car Etf (VHT) | 0.5 | $1.4M | 5.1k | 282.22 | |
| Proto Labs (PRLB) | 0.5 | $1.4M | 46k | 29.37 | |
| NVIDIA Corporation (NVDA) | 0.4 | $1.3M | 10k | 121.44 | |
| Myriad Genetics (MYGN) | 0.4 | $1.1M | 39k | 27.39 | |
| Capri Holdings SHS (CPRI) | 0.4 | $1.0M | 24k | 42.44 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.3 | $1.0M | 25k | 40.63 | |
| Amazon (AMZN) | 0.3 | $984k | 5.3k | 186.33 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $963k | 149k | 6.48 | |
| United Parcel Service CL B (UPS) | 0.3 | $920k | 6.8k | 136.34 | |
| Intel Corporation (INTC) | 0.3 | $916k | 39k | 23.46 | |
| Tesla Motors (TSLA) | 0.3 | $825k | 3.2k | 261.63 | |
| Kla Corp Com New (KLAC) | 0.3 | $780k | 1.0k | 774.41 | |
| Haleon Spon Ads (HLN) | 0.3 | $770k | 73k | 10.58 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $733k | 8.0k | 91.31 | |
| Bank of America Corporation (BAC) | 0.2 | $700k | 18k | 39.68 | |
| Costco Wholesale Corporation (COST) | 0.2 | $669k | 755.00 | 886.52 | |
| 3M Company (MMM) | 0.2 | $656k | 4.8k | 136.69 | |
| Wells Fargo & Company (WFC) | 0.2 | $653k | 12k | 56.49 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $608k | 9.7k | 63.00 | |
| Marvell Technology (MRVL) | 0.2 | $603k | 8.4k | 72.12 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $591k | 2.8k | 210.86 | |
| eBay (EBAY) | 0.2 | $582k | 8.9k | 65.11 | |
| McDonald's Corporation (MCD) | 0.2 | $541k | 1.8k | 304.51 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $486k | 990.00 | 491.27 | |
| Dollar Tree (DLTR) | 0.2 | $483k | 6.9k | 70.32 | |
| Walgreen Boots Alliance | 0.2 | $482k | 54k | 8.96 | |
| Automatic Data Processing (ADP) | 0.2 | $466k | 1.7k | 276.73 | |
| Pfizer (PFE) | 0.2 | $462k | 16k | 28.94 | |
| Western Alliance Bancorporation (WAL) | 0.2 | $456k | 5.3k | 86.49 | |
| Eli Lilly & Co. (LLY) | 0.2 | $446k | 503.00 | 885.94 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $443k | 773.00 | 573.65 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.1 | $436k | 11k | 41.55 | |
| Sempra Energy (SRE) | 0.1 | $411k | 4.9k | 83.63 | |
| Applied Materials (AMAT) | 0.1 | $401k | 2.0k | 202.05 | |
| Kohl's Corporation (KSS) | 0.1 | $397k | 19k | 21.10 | |
| PPL Corporation (PPL) | 0.1 | $385k | 12k | 33.08 | |
| Shell Spon Ads (SHEL) | 0.1 | $368k | 5.6k | 65.95 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $360k | 939.00 | 383.72 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $353k | 714.00 | 493.80 | |
| Hippo Hldgs Com New (HIPO) | 0.1 | $341k | 20k | 16.88 | |
| AFLAC Incorporated (AFL) | 0.1 | $317k | 2.8k | 111.80 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $305k | 3.8k | 80.37 | |
| Visa Com Cl A (V) | 0.1 | $301k | 1.1k | 275.06 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $288k | 590.00 | 487.77 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $282k | 2.8k | 100.72 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $280k | 530.00 | 528.07 | |
| At&t (T) | 0.1 | $275k | 13k | 22.00 | |
| Palantir Technologies Cl A (PLTR) | 0.1 | $264k | 7.1k | 37.20 | |
| Honeywell International (HON) | 0.1 | $259k | 1.3k | 206.71 | |
| ConocoPhillips (COP) | 0.1 | $257k | 2.4k | 105.28 | |
| Chevron Corporation (CVX) | 0.1 | $252k | 1.7k | 147.31 | |
| Dell Technologies CL C (DELL) | 0.1 | $247k | 2.1k | 118.51 | |
| PNC Financial Services (PNC) | 0.1 | $231k | 1.3k | 184.85 | |
| Procter & Gamble Company (PG) | 0.1 | $231k | 1.3k | 173.20 | |
| Verizon Communications (VZ) | 0.1 | $223k | 5.0k | 44.91 | |
| Broadcom (AVGO) | 0.1 | $223k | 1.3k | 172.50 | |
| Fundx Invt Tr Fundx Etf (XCOR) | 0.1 | $221k | 3.3k | 67.93 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $219k | 2.0k | 109.65 | |
| Global Payments (GPN) | 0.1 | $213k | 2.1k | 102.42 | |
| Allstate Corporation (ALL) | 0.1 | $209k | 1.1k | 189.65 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $206k | 1.8k | 117.59 | |
| MetLife (MET) | 0.1 | $205k | 2.5k | 82.48 | |
| Texas Instruments Incorporated (TXN) | 0.1 | $201k | 975.00 | 206.57 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $86k | 20k | 4.37 |
