AIMZ Investment Advisors as of Dec. 31, 2024
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 | 86k | 250.42 | |
| Meta Platforms Cl A (META) | 5.8 | $17M | 29k | 585.50 | |
| Microsoft Corporation (MSFT) | 4.2 | $12M | 29k | 421.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.3 | $9.6M | 50k | 190.44 | |
| Qualcomm (QCOM) | 3.1 | $9.0M | 59k | 153.62 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.0 | $8.5M | 21k | 402.70 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.8 | $8.2M | 43k | 189.30 | |
| Regeneron Pharmaceuticals (REGN) | 2.4 | $7.0M | 9.9k | 712.33 | |
| NetApp (NTAP) | 2.4 | $6.8M | 58k | 116.08 | |
| Infosys Sponsored Adr (INFY) | 2.3 | $6.7M | 307k | 21.92 | |
| Gilead Sciences (GILD) | 2.1 | $6.2M | 67k | 92.37 | |
| Epam Systems (EPAM) | 1.8 | $5.3M | 23k | 233.82 | |
| T. Rowe Price (TROW) | 1.8 | $5.2M | 46k | 113.09 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.7 | $5.0M | 227k | 22.04 | |
| Cintas Corporation (CTAS) | 1.7 | $4.9M | 27k | 182.70 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $4.9M | 11k | 453.28 | |
| Incyte Corporation (INCY) | 1.7 | $4.8M | 69k | 69.07 | |
| Paypal Holdings (PYPL) | 1.6 | $4.7M | 55k | 85.35 | |
| Wal-Mart Stores (WMT) | 1.5 | $4.4M | 49k | 90.35 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.5 | $4.4M | 24k | 186.70 | |
| C H Robinson Worldwide Com New (CHRW) | 1.5 | $4.4M | 43k | 103.32 | |
| Expeditors International of Washington (EXPD) | 1.5 | $4.3M | 39k | 110.77 | |
| Cisco Systems (CSCO) | 1.4 | $4.2M | 70k | 59.20 | |
| International Business Machines (IBM) | 1.4 | $4.1M | 19k | 219.83 | |
| Astrazeneca Sponsored Adr (AZN) | 1.3 | $3.8M | 58k | 65.52 | |
| Genmab A/s Sponsored Ads (GMAB) | 1.2 | $3.5M | 169k | 20.87 | |
| Amgen (AMGN) | 1.2 | $3.4M | 13k | 260.64 | |
| Stryker Corporation (SYK) | 1.2 | $3.3M | 9.3k | 360.07 | |
| Bristol Myers Squibb (BMY) | 1.0 | $3.0M | 53k | 56.56 | |
| Abbvie (ABBV) | 1.0 | $2.8M | 16k | 177.70 | |
| UnitedHealth (UNH) | 1.0 | $2.8M | 5.5k | 505.90 | |
| Lowe's Companies (LOW) | 1.0 | $2.8M | 11k | 246.80 | |
| Adobe Systems Incorporated (ADBE) | 1.0 | $2.8M | 6.2k | 444.68 | |
| Merck & Co (MRK) | 0.9 | $2.6M | 27k | 99.48 | |
| Cigna Corp (CI) | 0.9 | $2.6M | 9.5k | 276.13 | |
| Dolby Laboratories Com Cl A (DLB) | 0.9 | $2.5M | 32k | 78.10 | |
| Urban Outfitters (URBN) | 0.8 | $2.4M | 44k | 54.88 | |
| Oracle Corporation (ORCL) | 0.8 | $2.4M | 14k | 166.64 | |
| Euronet Worldwide (EEFT) | 0.8 | $2.4M | 23k | 102.84 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $2.3M | 14k | 161.77 | |
| Illinois Tool Works (ITW) | 0.8 | $2.3M | 9.0k | 253.56 | |
| Analog Devices (ADI) | 0.8 | $2.2M | 10k | 212.46 | |
| GSK Sponsored Adr (GSK) | 0.7 | $2.1M | 63k | 33.82 | |
| Johnson & Johnson (JNJ) | 0.7 | $2.0M | 14k | 144.62 | |
| Pepsi (PEP) | 0.7 | $2.0M | 13k | 152.06 | |
| Abbott Laboratories (ABT) | 0.7 | $1.9M | 17k | 113.11 | |
| Teledyne Technologies Incorporated (TDY) | 0.7 | $1.9M | 4.0k | 464.13 | |
| Netflix (NFLX) | 0.6 | $1.8M | 2.1k | 891.32 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.8M | 14k | 127.59 | |
| Starbucks Corporation (SBUX) | 0.6 | $1.8M | 20k | 91.25 | |
| Emerson Electric (EMR) | 0.6 | $1.8M | 14k | 123.93 | |
| Home Depot (HD) | 0.6 | $1.8M | 4.6k | 388.99 | |
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.7M | 9.8k | 169.30 | |
| Proto Labs (PRLB) | 0.6 | $1.7M | 42k | 39.09 | |
| Franklin Resources (BEN) | 0.6 | $1.6M | 81k | 20.29 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.5 | $1.6M | 8.0k | 195.84 | |
| Amdocs SHS (DOX) | 0.5 | $1.5M | 18k | 85.14 | |
| Coca-Cola Company (KO) | 0.5 | $1.5M | 25k | 62.26 | |
| S&p Global (SPGI) | 0.5 | $1.5M | 3.1k | 497.97 | |
| Medtronic SHS (MDT) | 0.5 | $1.4M | 18k | 79.88 | |
| NVIDIA Corporation (NVDA) | 0.5 | $1.4M | 11k | 134.29 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $1.4M | 13k | 107.57 | |
| Vanguard World Health Car Etf (VHT) | 0.5 | $1.3M | 5.2k | 253.71 | |
| Novartis Sponsored Adr (NVS) | 0.4 | $1.3M | 13k | 97.31 | |
| Amazon (AMZN) | 0.4 | $1.2M | 5.3k | 219.39 | |
| Tesla Motors (TSLA) | 0.4 | $1.1M | 2.6k | 403.84 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.4 | $1.0M | 293k | 3.54 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $1.0M | 25k | 40.34 | |
| Marvell Technology (MRVL) | 0.3 | $870k | 7.9k | 110.45 | |
| United Parcel Service CL B (UPS) | 0.3 | $851k | 6.8k | 126.10 | |
| Wells Fargo & Company (WFC) | 0.3 | $806k | 12k | 70.24 | |
| Bank of America Corporation (BAC) | 0.3 | $775k | 18k | 43.95 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $713k | 8.0k | 88.79 | |
| Costco Wholesale Corporation (COST) | 0.2 | $692k | 755.00 | 916.27 | |
| Haleon Spon Ads (HLN) | 0.2 | $673k | 71k | 9.54 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $672k | 2.8k | 239.71 | |
| Intel Corporation (INTC) | 0.2 | $656k | 33k | 20.05 | |
| Kla Corp Com New (KLAC) | 0.2 | $635k | 1.0k | 630.12 | |
| 3M Company (MMM) | 0.2 | $600k | 4.6k | 129.08 | |
| eBay (EBAY) | 0.2 | $554k | 8.9k | 61.95 | |
| Hippo Hldgs Com New (HIPO) | 0.2 | $541k | 20k | 26.77 | |
| Myriad Genetics (MYGN) | 0.2 | $537k | 39k | 13.71 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $537k | 7.1k | 75.63 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $532k | 9.3k | 57.41 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $517k | 990.00 | 521.96 | |
| McDonald's Corporation (MCD) | 0.2 | $515k | 1.8k | 289.89 | |
| Dollar Tree (DLTR) | 0.2 | $515k | 6.9k | 74.94 | |
| Capri Holdings SHS (CPRI) | 0.2 | $501k | 24k | 21.06 | |
| Automatic Data Processing (ADP) | 0.2 | $493k | 1.7k | 292.73 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $468k | 1.1k | 410.36 | |
| Western Alliance Bancorporation (WAL) | 0.2 | $440k | 5.3k | 83.54 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $439k | 748.00 | 586.43 | |
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $437k | 11k | 41.61 | |
| Sempra Energy (SRE) | 0.1 | $431k | 4.9k | 87.72 | |
| Pfizer (PFE) | 0.1 | $411k | 16k | 26.53 | |
| Walgreen Boots Alliance | 0.1 | $399k | 43k | 9.33 | |
| Eli Lilly & Co. (LLY) | 0.1 | $388k | 503.00 | 772.00 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $376k | 714.00 | 526.57 | |
| PPL Corporation (PPL) | 0.1 | $371k | 11k | 32.46 | |
| Visa Com Cl A (V) | 0.1 | $346k | 1.1k | 316.17 | |
| Shell Spon Ads (SHEL) | 0.1 | $343k | 5.5k | 62.65 | |
| Applied Materials (AMAT) | 0.1 | $315k | 1.9k | 162.63 | |
| Broadcom (AVGO) | 0.1 | $299k | 1.3k | 231.84 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $297k | 11k | 26.07 | |
| AFLAC Incorporated (AFL) | 0.1 | $293k | 2.8k | 103.44 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $289k | 565.00 | 511.50 | |
| Honeywell International (HON) | 0.1 | $284k | 1.3k | 225.89 | |
| At&t (T) | 0.1 | $277k | 12k | 22.77 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $249k | 530.00 | 469.29 | |
| Chevron Corporation (CVX) | 0.1 | $248k | 1.7k | 144.88 | |
| ConocoPhillips (COP) | 0.1 | $242k | 2.4k | 99.17 | |
| PNC Financial Services (PNC) | 0.1 | $241k | 1.3k | 192.85 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $241k | 2.4k | 100.32 | |
| Dell Technologies CL C (DELL) | 0.1 | $237k | 2.1k | 115.21 | |
| The Trade Desk Com Cl A (TTD) | 0.1 | $235k | 2.0k | 117.53 | |
| Fundx Invt Tr Fundx Etf (XCOR) | 0.1 | $234k | 3.3k | 71.71 | |
| Kohl's Corporation (KSS) | 0.1 | $226k | 16k | 14.04 | |
| Procter & Gamble Company (PG) | 0.1 | $223k | 1.3k | 167.65 | |
| Global Payments (GPN) | 0.1 | $219k | 2.0k | 112.06 | |
| Allstate Corporation (ALL) | 0.1 | $212k | 1.1k | 192.79 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.1 | $208k | 6.1k | 34.08 | |
| MetLife (MET) | 0.1 | $204k | 2.5k | 81.88 | |
| Walt Disney Company (DIS) | 0.1 | $203k | 1.8k | 111.35 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $85k | 19k | 4.43 |
