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, QCOM, REGN, and represent 23.79% of AIMZ Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: GOOG (+$7.8M), WMT, SPGI, INCY, META, DELL, DIS, PG, GE, PNC.
- Started 7 new stock positions in DELL, DIS, GE, SPGI, PNC, PG, XCOR.
- Reduced shares in these 10 stocks: MSFT, AAPL, QCOM, HD, REGN, LOW, TSLA, ALL, VRTX, NTAP.
- Sold out of its position in ALL.
- AIMZ Investment Advisors was a net buyer of stock by $7.1M.
- AIMZ Investment Advisors has $268M in assets under management (AUM), dropping by 8.63%.
- Central Index Key (CIK): 0001630365
Tip: Access up to 7 years of quarterly data
Positions held by AIMZ Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for AIMZ Investment Advisors
AIMZ Investment Advisors holds 120 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 5.8 | $16M | -2% | 91k | 171.48 |
|
| Meta Platforms Cl A (META) | 5.7 | $15M | 32k | 485.58 |
|
|
| Microsoft Corporation (MSFT) | 4.8 | $13M | -4% | 30k | 420.72 |
|
| Qualcomm (QCOM) | 3.9 | $10M | -2% | 61k | 169.30 |
|
| Regeneron Pharmaceuticals (REGN) | 3.7 | $9.8M | -2% | 10k | 962.49 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 3.4 | $9.1M | -2% | 22k | 418.01 |
|
| Alphabet Cap Stk Cl C (GOOG) | 3.1 | $8.2M | +1758% | 54k | 152.26 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $6.6M | 44k | 150.93 |
|
|
| NetApp (NTAP) | 2.4 | $6.4M | -2% | 61k | 104.97 |
|
| T. Rowe Price (TROW) | 2.2 | $5.8M | 48k | 121.92 |
|
|
| Infosys Sponsored Adr (INFY) | 2.1 | $5.7M | 319k | 17.93 |
|
|
| Cintas Corporation (CTAS) | 1.9 | $5.1M | 7.4k | 687.03 |
|
|
| Gilead Sciences (GILD) | 1.9 | $5.0M | 68k | 73.25 |
|
|
| Expeditors International of Washington (EXPD) | 1.8 | $4.8M | 39k | 121.57 |
|
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.7 | $4.7M | -2% | 11k | 420.52 |
|
| Incyte Corporation (INCY) | 1.5 | $4.0M | +13% | 71k | 56.97 |
|
| Astrazeneca Sponsored Adr (AZN) | 1.5 | $4.0M | 59k | 67.75 |
|
|
| Check Point Software Tech Lt Ord (CHKP) | 1.5 | $3.9M | -2% | 24k | 164.01 |
|
| Amgen (AMGN) | 1.5 | $3.9M | -2% | 14k | 284.32 |
|
| Paypal Holdings (PYPL) | 1.4 | $3.8M | 56k | 66.99 |
|
|
| International Business Machines (IBM) | 1.4 | $3.6M | 19k | 190.96 |
|
|
| Merck & Co (MRK) | 1.4 | $3.6M | -3% | 27k | 131.95 |
|
| Cisco Systems (CSCO) | 1.4 | $3.6M | 73k | 49.91 |
|
|
| Cigna Corp (CI) | 1.3 | $3.6M | 10k | 363.19 |
|
|
| Stryker Corporation (SYK) | 1.3 | $3.5M | -3% | 9.7k | 357.87 |
|
| C H Robinson Worldwide Com New (CHRW) | 1.2 | $3.3M | 44k | 76.14 |
|
|
| Teva Pharmaceutical Inds Sponsored Ads (TEVA) | 1.2 | $3.3M | 233k | 14.11 |
|
|
| Adobe Systems Incorporated (ADBE) | 1.2 | $3.3M | 6.5k | 504.60 |
|
|
| Wal-Mart Stores (WMT) | 1.1 | $3.0M | +189% | 51k | 60.17 |
|
| Lowe's Companies (LOW) | 1.1 | $3.0M | -7% | 12k | 254.73 |
|
| Abbvie (ABBV) | 1.1 | $2.9M | 16k | 182.09 |
|
|
| Bristol Myers Squibb (BMY) | 1.1 | $2.9M | 53k | 54.23 |
|
|
| UnitedHealth (UNH) | 1.0 | $2.8M | -5% | 5.7k | 494.73 |
|
| Dolby Laboratories Com Cl A (DLB) | 1.0 | $2.7M | -2% | 33k | 83.77 |
|
| GSK Sponsored Adr (GSK) | 1.0 | $2.7M | 63k | 42.87 |
|
|
| Franklin Resources (BEN) | 0.9 | $2.5M | 91k | 28.11 |
|
|
| Euronet Worldwide (EEFT) | 0.9 | $2.5M | 23k | 109.93 |
|
|
| Illinois Tool Works (ITW) | 0.9 | $2.5M | -4% | 9.2k | 268.34 |
|
| Pepsi (PEP) | 0.9 | $2.3M | 13k | 175.01 |
|
|
| Johnson & Johnson (JNJ) | 0.8 | $2.2M | -3% | 14k | 158.19 |
|
| Vanguard Index Fds Mcap Vl Idxvip (VOE) | 0.8 | $2.2M | 14k | 155.91 |
|
|
| Analog Devices (ADI) | 0.8 | $2.1M | 11k | 197.80 |
|
|
| Oracle Corporation (ORCL) | 0.7 | $2.0M | 16k | 125.61 |
|
|
| Urban Outfitters (URBN) | 0.7 | $2.0M | -2% | 45k | 43.42 |
|
| Abbott Laboratories (ABT) | 0.7 | $1.9M | 17k | 113.66 |
|
|
| Home Depot (HD) | 0.7 | $1.8M | -12% | 4.7k | 383.60 |
|
| Teledyne Technologies Incorporated (TDY) | 0.7 | $1.8M | -2% | 4.1k | 429.32 |
|
| Intel Corporation (INTC) | 0.7 | $1.8M | +2% | 40k | 44.17 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.6 | $1.7M | 14k | 120.99 |
|
|
| Proto Labs (PRLB) | 0.6 | $1.7M | 48k | 35.75 |
|
|
| Amdocs SHS (DOX) | 0.6 | $1.7M | -2% | 18k | 90.37 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.6 | $1.7M | 10k | 162.85 |
|
|
| Emerson Electric (EMR) | 0.6 | $1.7M | -2% | 15k | 113.42 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.6 | $1.6M | 8.8k | 182.61 |
|
|
| Medtronic SHS (MDT) | 0.6 | $1.6M | 18k | 87.15 |
|
|
| Coca-Cola Company (KO) | 0.6 | $1.6M | -5% | 26k | 61.18 |
|
| Exxon Mobil Corporation (XOM) | 0.6 | $1.5M | -2% | 13k | 116.24 |
|
| Vanguard World Health Car Etf (VHT) | 0.5 | $1.4M | 5.2k | 270.54 |
|
|
| S&p Global (SPGI) | 0.5 | $1.3M | NEW | 3.1k | 425.41 |
|
| Novartis Sponsored Adr (NVS) | 0.5 | $1.3M | 14k | 96.73 |
|
|
| Walgreen Boots Alliance (WBA) | 0.5 | $1.3M | -3% | 59k | 21.69 |
|
| Netflix (NFLX) | 0.4 | $1.1M | 1.8k | 607.33 |
|
|
| Capri Holdings SHS (CPRI) | 0.4 | $1.1M | -3% | 24k | 45.30 |
|
| United Parcel Service CL B (UPS) | 0.4 | $1.0M | -6% | 6.8k | 148.63 |
|
| Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF) | 0.4 | $962k | 25k | 38.47 |
|
|
| Amazon (AMZN) | 0.4 | $952k | 5.3k | 180.38 |
|
|
| Dollar Tree (DLTR) | 0.3 | $921k | -14% | 6.9k | 133.15 |
|
| NVIDIA Corporation (NVDA) | 0.3 | $868k | -8% | 960.00 | 904.02 |
|
| Wipro Spon Adr 1 Sh (WIT) | 0.3 | $854k | 149k | 5.75 |
|
|
| Myriad Genetics (MYGN) | 0.3 | $844k | -2% | 40k | 21.32 |
|
| Bank of America Corporation (BAC) | 0.3 | $724k | -5% | 19k | 37.92 |
|
| Haleon Spon Ads (HLN) | 0.3 | $720k | -3% | 85k | 8.49 |
|
| Wells Fargo & Company (WFC) | 0.3 | $715k | -5% | 12k | 57.96 |
|
| Kla Corp Com New (KLAC) | 0.3 | $704k | 1.0k | 698.57 |
|
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 0.3 | $686k | 12k | 58.65 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.3 | $671k | 8.0k | 83.58 |
|
|
| Marvell Technology (MRVL) | 0.2 | $629k | 8.9k | 70.88 |
|
|
| Tesla Motors (TSLA) | 0.2 | $610k | -28% | 3.5k | 175.79 |
|
| Kohl's Corporation (KSS) | 0.2 | $558k | -3% | 19k | 29.15 |
|
| McDonald's Corporation (MCD) | 0.2 | $557k | 2.0k | 281.95 |
|
|
| Costco Wholesale Corporation (COST) | 0.2 | $542k | 740.00 | 732.63 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.2 | $519k | 2.6k | 200.30 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $513k | 5.6k | 91.39 |
|
|
| 3M Company (MMM) | 0.2 | $509k | -5% | 4.8k | 106.06 |
|
| eBay (EBAY) | 0.2 | $471k | -7% | 8.9k | 52.78 |
|
| Pfizer (PFE) | 0.2 | $451k | -4% | 16k | 27.75 |
|
| Applied Materials (AMAT) | 0.2 | $430k | 2.1k | 206.23 |
|
|
| Automatic Data Processing (ADP) | 0.2 | $421k | 1.7k | 249.74 |
|
|
| Invesco Exchange Traded Fd T Ftse Rafi 1500 (PRFZ) | 0.2 | $412k | 11k | 39.28 |
|
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $404k | -2% | 772.00 | 522.83 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $395k | 990.00 | 399.09 |
|
|
| Eli Lilly & Co. (LLY) | 0.1 | $391k | 503.00 | 777.96 |
|
|
| Shell Spon Ads (SHEL) | 0.1 | $381k | -8% | 5.7k | 67.04 |
|
| Hippo Hldgs Com New (HIPO) | 0.1 | $369k | 20k | 18.27 |
|
|
| Sempra Energy (SRE) | 0.1 | $353k | 4.9k | 71.83 |
|
|
| Mastercard Incorporated Cl A (MA) | 0.1 | $344k | 714.00 | 481.57 |
|
|
| Western Alliance Bancorporation (WAL) | 0.1 | $341k | 5.3k | 64.19 |
|
|
| PPL Corporation (PPL) | 0.1 | $320k | -12% | 12k | 27.53 |
|
| ConocoPhillips (COP) | 0.1 | $310k | -2% | 2.4k | 127.28 |
|
| Visa Com Cl A (V) | 0.1 | $305k | 1.1k | 279.20 |
|
|
| Vanguard Index Fds Growth Etf (VUG) | 0.1 | $290k | 843.00 | 344.13 |
|
|
| Schwab Strategic Tr Us Lcap Va Etf (SCHV) | 0.1 | $289k | 3.8k | 75.98 |
|
|
| At&t (T) | 0.1 | $278k | -2% | 16k | 17.60 |
|
| Global Payments (GPN) | 0.1 | $278k | 2.1k | 133.66 |
|
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $270k | 609.00 | 443.96 |
|
|
| AFLAC Incorporated (AFL) | 0.1 | $258k | 3.0k | 85.86 |
|
|
| Honeywell International (HON) | 0.1 | $258k | 1.3k | 205.25 |
|
|
| Northrop Grumman Corporation (NOC) | 0.1 | $254k | 530.00 | 478.66 |
|
|
| Dell Technologies CL C (DELL) | 0.1 | $250k | NEW | 2.2k | 114.08 |
|
| Chevron Corporation (CVX) | 0.1 | $247k | 1.6k | 157.78 |
|
|
| Walt Disney Company (DIS) | 0.1 | $235k | NEW | 1.9k | 122.36 |
|
| Spirit Aerosystems Hldgs Com Cl A (SPR) | 0.1 | $220k | -30% | 6.1k | 36.07 |
|
| Verizon Communications (VZ) | 0.1 | $211k | -7% | 5.0k | 41.96 |
|
| Anthem (ELV) | 0.1 | $210k | -10% | 404.00 | 518.54 |
|
| Procter & Gamble Company (PG) | 0.1 | $205k | NEW | 1.3k | 162.25 |
|
| General Electric Com New (GE) | 0.1 | $205k | NEW | 1.2k | 175.53 |
|
| PNC Financial Services (PNC) | 0.1 | $202k | NEW | 1.3k | 161.60 |
|
| Fundx Invt Tr Fundx Etf (XCOR) | 0.1 | $200k | NEW | 3.3k | 61.47 |
|
| Nokia Corp Sponsored Adr (NOK) | 0.0 | $73k | -10% | 21k | 3.54 |
|
| Movella Holdings (MVLA) | 0.0 | $648.960000 | 10k | 0.06 |
|
Past Filings by AIMZ Investment Advisors
SEC 13F filings are viewable for AIMZ Investment Advisors going back to 2014
- 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
- 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