AIMZ Investment Advisors as of March 31, 2025
Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 125 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 6.7 | $19M | 86k | 222.13 | |
| Meta Platforms Cl A (META) | 5.5 | $16M | 27k | 576.36 | |
| Microsoft Corporation (MSFT) | 3.8 | $11M | 29k | 375.38 | |
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.5 | $10M | 21k | 484.82 | |
| Qualcomm (QCOM) | 3.1 | $9.0M | 59k | 153.61 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.6 | $7.5M | 48k | 156.23 | |
| Gilead Sciences (GILD) | 2.6 | $7.4M | 67k | 112.05 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.3 | $6.7M | 43k | 154.64 | |
| Regeneron Pharmaceuticals (REGN) | 2.2 | $6.2M | 9.9k | 634.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.0 | $5.7M | 11k | 532.58 | |
| Infosys Sponsored Adr (INFY) | 2.0 | $5.6M | 307k | 18.25 | |
| Cintas Corporation (CTAS) | 1.9 | $5.5M | 27k | 205.53 | |
| Check Point Software Tech Lt Ord (CHKP) | 1.9 | $5.4M | 24k | 227.92 | |
| NetApp (NTAP) | 1.8 | $5.1M | 58k | 87.84 | |
| Expeditors International of Washington (EXPD) | 1.6 | $4.7M | 39k | 120.25 | |
| International Business Machines (IBM) | 1.6 | $4.6M | 19k | 248.66 | |
| T. Rowe Price (TROW) | 1.6 | $4.6M | 50k | 91.87 | |
| Cisco Systems (CSCO) | 1.5 | $4.4M | 71k | 61.71 | |
| C H Robinson Worldwide Com New (CHRW) | 1.5 | $4.4M | 43k | 102.40 | |
| Adobe Systems Incorporated (ADBE) | 1.5 | $4.3M | 11k | 383.53 | |
| Wal-Mart Stores (WMT) | 1.5 | $4.3M | 49k | 87.79 | |
| Astrazeneca Sponsored Adr (AZN) | 1.5 | $4.2M | 58k | 73.50 | |
| Incyte Corporation (INCY) | 1.5 | $4.2M | 69k | 60.55 | |
| Amgen (AMGN) | 1.4 | $4.1M | 13k | 311.54 | |
| Epam Systems (EPAM) | 1.3 | $3.8M | 23k | 168.84 | |
| Globant S A (GLOB) | 1.3 | $3.6M | 31k | 117.72 | |
| Paypal Holdings (PYPL) | 1.2 | $3.6M | 55k | 65.25 | |
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.2 | $3.5M | 226k | 15.37 | |
| Stryker Corporation (SYK) | 1.2 | $3.4M | 9.1k | 372.24 | |
| Abbvie (ABBV) | 1.1 | $3.3M | 16k | 209.52 | |
| Genmab A/s Sponsored Ads (GMAB) | 1.1 | $3.3M | 168k | 19.58 | |
| Bristol Myers Squibb (BMY) | 1.1 | $3.2M | 53k | 60.99 | |
| Cigna Corp (CI) | 1.1 | $3.1M | 9.5k | 328.99 | |
| UnitedHealth (UNH) | 1.0 | $2.9M | 5.6k | 523.78 | |
| Lowe's Companies (LOW) | 1.0 | $2.7M | 12k | 233.24 | |
| Dolby Laboratories Com Cl A (DLB) | 0.9 | $2.6M | 32k | 80.31 | |
| Euronet Worldwide (EEFT) | 0.9 | $2.4M | 23k | 106.85 | |
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $2.4M | 15k | 160.54 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.4M | 15k | 165.84 | |
| Merck & Co (MRK) | 0.8 | $2.4M | 27k | 89.76 | |
| GSK Sponsored Adr (GSK) | 0.8 | $2.4M | 62k | 38.74 | |
| NVIDIA Corporation (NVDA) | 0.8 | $2.3M | 21k | 108.38 | |
| Urban Outfitters (URBN) | 0.8 | $2.3M | 44k | 52.40 | |
| Illinois Tool Works (ITW) | 0.8 | $2.2M | 9.0k | 248.02 | |
| Abbott Laboratories (ABT) | 0.8 | $2.2M | 17k | 132.65 | |
| Analog Devices (ADI) | 0.7 | $2.1M | 10k | 201.66 | |
| Oracle Corporation (ORCL) | 0.7 | $2.0M | 15k | 139.81 | |
| Teledyne Technologies Incorporated (TDY) | 0.7 | $2.0M | 4.0k | 497.71 | |
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.7 | $2.0M | 15k | 128.96 | |
| Pepsi (PEP) | 0.7 | $2.0M | 13k | 149.94 | |
| Netflix (NFLX) | 0.7 | $1.9M | 2.1k | 932.53 | |
| Starbucks Corporation (SBUX) | 0.7 | $1.9M | 19k | 98.09 | |
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.8M | 10k | 172.75 | |
| Coca-Cola Company (KO) | 0.6 | $1.8M | 25k | 71.62 | |
| Home Depot (HD) | 0.6 | $1.7M | 4.6k | 366.49 | |
| Amdocs SHS (DOX) | 0.6 | $1.7M | 18k | 91.50 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.7M | 8.5k | 194.00 | |
| Emerson Electric (EMR) | 0.6 | $1.6M | 15k | 109.64 | |
| Medtronic SHS (MDT) | 0.6 | $1.6M | 18k | 89.86 | |
| S&p Global (SPGI) | 0.5 | $1.6M | 3.1k | 508.08 | |
| Exxon Mobil Corporation (XOM) | 0.5 | $1.5M | 13k | 118.93 | |
| Franklin Resources (BEN) | 0.5 | $1.5M | 80k | 19.25 | |
| Vanguard World Health Car Etf (VHT) | 0.5 | $1.5M | 5.8k | 264.74 | |
| Novartis Sponsored Adr (NVS) | 0.5 | $1.5M | 13k | 111.48 | |
| Proto Labs (PRLB) | 0.5 | $1.5M | 42k | 35.04 | |
| Amazon (AMZN) | 0.4 | $1.1M | 5.6k | 190.26 | |
| Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF) | 0.4 | $1.0M | 25k | 40.41 | |
| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $899k | 294k | 3.06 | |
| Wells Fargo & Company (WFC) | 0.3 | $824k | 12k | 71.79 | |
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $752k | 8.0k | 93.66 | |
| Tesla Motors (TSLA) | 0.3 | $747k | 2.9k | 259.16 | |
| United Parcel Service CL B (UPS) | 0.3 | $742k | 6.8k | 109.99 | |
| Bank of America Corporation (BAC) | 0.3 | $736k | 18k | 41.73 | |
| Intel Corporation (INTC) | 0.3 | $720k | 32k | 22.71 | |
| Costco Wholesale Corporation (COST) | 0.2 | $714k | 755.00 | 945.78 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $710k | 2.9k | 245.33 | |
| 3M Company (MMM) | 0.2 | $697k | 4.7k | 146.85 | |
| Kla Corp Com New (KLAC) | 0.2 | $685k | 1.0k | 679.80 | |
| Haleon Spon Ads (HLN) | 0.2 | $682k | 66k | 10.29 | |
| eBay (EBAY) | 0.2 | $605k | 8.9k | 67.73 | |
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.2 | $563k | 9.3k | 60.66 | |
| McDonald's Corporation (MCD) | 0.2 | $555k | 1.8k | 312.37 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $538k | 961.00 | 559.39 | |
| Hippo Hldgs Com New (HIPO) | 0.2 | $517k | 20k | 25.56 | |
| Dollar Tree (DLTR) | 0.2 | $516k | 6.9k | 75.07 | |
| Palantir Technologies Cl A (PLTR) | 0.2 | $515k | 6.1k | 84.40 | |
| Automatic Data Processing (ADP) | 0.2 | $515k | 1.7k | 305.53 | |
| Intuitive Surgical Com New (ISRG) | 0.2 | $490k | 990.00 | 495.27 | |
| Marvell Technology (MRVL) | 0.2 | $488k | 7.9k | 61.57 | |
| Eli Lilly & Co. (LLY) | 0.2 | $483k | 584.00 | 826.34 | |
| Walgreen Boots Alliance | 0.2 | $474k | 42k | 11.17 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.2 | $473k | 1.0k | 469.08 | |
| Capri Holdings SHS (CPRI) | 0.2 | $469k | 24k | 19.73 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $423k | 1.1k | 370.85 | |
| Visa Com Cl A (V) | 0.1 | $422k | 1.2k | 350.59 | |
| PPL Corporation (PPL) | 0.1 | $413k | 11k | 36.11 | |
| Western Alliance Bancorporation (WAL) | 0.1 | $405k | 5.3k | 76.83 | |
| Pfizer (PFE) | 0.1 | $400k | 16k | 25.34 | |
| Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ) | 0.1 | $398k | 11k | 37.86 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $391k | 714.00 | 548.12 | |
| Shell Spon Ads (SHEL) | 0.1 | $387k | 5.3k | 73.28 | |
| Sempra Energy (SRE) | 0.1 | $350k | 4.9k | 71.36 | |
| Myriad Genetics (MYGN) | 0.1 | $348k | 39k | 8.87 | |
| At&t (T) | 0.1 | $340k | 12k | 28.28 | |
| AFLAC Incorporated (AFL) | 0.1 | $315k | 2.8k | 111.19 | |
| Procter & Gamble Company (PG) | 0.1 | $307k | 1.8k | 170.43 | |
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $303k | 11k | 26.58 | |
| Chevron Corporation (CVX) | 0.1 | $298k | 1.8k | 167.31 | |
| Applied Materials (AMAT) | 0.1 | $298k | 2.1k | 145.12 | |
| ConocoPhillips (COP) | 0.1 | $295k | 2.8k | 105.02 | |
| Northrop Grumman Corporation (NOC) | 0.1 | $271k | 530.00 | 512.01 | |
| Honeywell International (HON) | 0.1 | $266k | 1.3k | 211.75 | |
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $242k | 2.4k | 100.67 | |
| W.R. Berkley Corporation (WRB) | 0.1 | $240k | 3.4k | 71.16 | |
| Verizon Communications (VZ) | 0.1 | $236k | 5.2k | 45.36 | |
| Ge Aerospace Com New (GE) | 0.1 | $221k | 1.1k | 200.15 | |
| PNC Financial Services (PNC) | 0.1 | $220k | 1.3k | 175.77 | |
| Allstate Corporation (ALL) | 0.1 | $217k | 1.1k | 207.07 | |
| Broadcom (AVGO) | 0.1 | $216k | 1.3k | 167.43 | |
| Ishares Tr Core High Dv Etf (HDV) | 0.1 | $214k | 1.8k | 121.13 | |
| Fundx Invt Tr Fundx Etf (XCOR) | 0.1 | $213k | 3.3k | 65.42 | |
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.1 | $210k | 6.1k | 34.46 | |
| Travelers Companies (TRV) | 0.1 | $206k | 778.00 | 264.38 | |
| Kohl's Corporation (KSS) | 0.0 | $123k | 15k | 8.18 | |
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $101k | 19k | 5.27 |
