Aimz Investment Advisors, LLC Top Holdings and 13F Report (2025) About Aimz Investment Advisors, LLCInvestment ActivityAimz Investment Advisors, LLC has $298.69 million in total holdings as of June 30, 2025.Aimz Investment Advisors, LLC owns shares of 130 different stocks, but just 48 companies or ETFs make up 80% of its holdings.Approximately 1.15% of the portfolio was purchased this quarter.About 1.63% of the portfolio was sold this quarter.This quarter, Aimz Investment Advisors, LLC has purchased 125 new stocks and bought additional shares in 9 stocks.Aimz Investment Advisors, LLC sold shares of 73 stocks and completely divested from 1 stock this quarter.Largest Holdings Meta Platforms $19,340,115Apple $17,599,291Microsoft $14,382,161QUALCOMM $9,254,435Vertex Pharmaceuticals $9,227,215 Largest New Holdings this Quarter 24703L202 - Dell Technologies $244,894 Holding254687106 - Walt Disney $225,946 Holding90353W103 - Ubiquiti $216,116 Holding37940X102 - Global Payments $204,662 Holding882508104 - Texas Instruments $202,430 Holding Largest Purchases this Quarter Adobe 3,356 shares (about $1.30M)UnitedHealth Group 2,491 shares (about $777.12K)Dell Technologies 1,998 shares (about $244.89K)Walt Disney 1,822 shares (about $225.95K)Ubiquiti 525 shares (about $216.12K) Largest Sales this Quarter Meta Platforms 1,156 shares (about $853.23K)NVIDIA 2,114 shares (about $333.99K)Microsoft 407 shares (about $202.45K)Vanguard Mid-Cap Value ETF 1,110 shares (about $182.55K)Oracle 800 shares (about $174.90K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAimz Investment Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMETAMeta Platforms$19,340,115$853,230 ▼-4.2%26,2036.5%Computer and TechnologyAAPLApple$17,599,291$90,480 ▼-0.5%85,7795.9%Computer and TechnologyMSFTMicrosoft$14,382,161$202,447 ▼-1.4%28,9144.8%Computer and TechnologyQCOMQUALCOMM$9,254,435$86,637 ▼-0.9%58,1093.1%Computer and TechnologyVRTXVertex Pharmaceuticals$9,227,215$100,170 ▼-1.1%20,7263.1%MedicalGOOGAlphabet$8,532,6440.0%48,1012.9%Computer and TechnologyGOOGLAlphabet$7,468,491$114,550 ▼-1.5%42,3792.5%Computer and TechnologyGILDGilead Sciences$7,208,801$161,427 ▼-2.2%65,0202.4%MedicalNTAPNetApp$6,138,534$68,405 ▼-1.1%57,6122.1%Computer and TechnologyCTASCintas$5,816,461$111,435 ▼-1.9%26,0981.9%Business ServicesADBEAdobe$5,685,588$1,298,369 ▲29.6%14,6961.9%Computer and TechnologyINFYAmerican Noble Gas$5,659,424$37,060 ▼-0.7%305,4201.9%Computer and TechnologyIBMInternational Business Machines$5,365,274$102,583 ▼-1.9%18,2011.8%Computer and TechnologyCHKPCheck Point Software Technologies$5,182,560$25,444 ▼-0.5%23,4241.7%Computer and TechnologyBRK.BBerkshire Hathaway$5,177,337$65,579 ▼-1.3%10,6581.7%FinanceREGNRegeneron Pharmaceuticals$5,173,4690.0%9,8541.7%MedicalCSCOCisco Systems$4,866,197$55,088 ▼-1.1%70,1381.6%Computer and TechnologyTROWT. Rowe Price Group$4,742,477$55,873 ▼-1.2%49,1451.6%FinanceINCYIncyte$4,647,691$45,968 ▼-1.0%68,2481.6%MedicalWMTWalmart$4,630,529$173,167 ▼-3.6%47,3571.6%Retail/WholesaleEXPDExpeditors International of Washington$4,401,690$39,530 ▼-0.9%38,5271.5%TransportationCHRWC.H. Robinson Worldwide$4,058,464$23,604 ▼-0.6%42,2981.4%TransportationPYPLPayPal$4,011,719$61,686 ▼-1.5%53,9791.3%Business ServicesAZNAstraZeneca$4,006,291$18,588 ▼-0.5%57,3311.3%MedicalEPAMEPAM Systems$3,948,391$21,218 ▼-0.5%22,3301.3%Computer and TechnologyTEVATeva Pharmaceutical Industries$3,763,576$23,464 ▼-0.6%224,5571.3%MedicalAMGNAmgen$3,663,340$27,643 ▼-0.7%13,1201.2%MedicalSYKStryker$3,612,565$3,165 ▼-0.1%9,1311.2%MedicalGMABGenmab A/S$3,427,081$39,254 ▼-1.1%165,8801.1%MedicalURBNUrban Outfitters$3,136,557$36,270 ▼-1.1%43,2391.1%Retail/WholesaleCICigna Group$3,102,494$34,050 ▼-1.1%9,3851.0%MedicalNVDANVIDIA$3,032,127$333,989 ▼-9.9%19,1921.0%Computer and TechnologyORCLOracle$3,006,762$174,901 ▼-5.5%13,7531.0%Computer and TechnologyABBVAbbVie$2,915,286$742 ▲0.0%15,7061.0%MedicalNFLXNetflix$2,780,0340.0%2,0760.9%Consumer DiscretionaryGLOBGlobant$2,778,069$13,626 ▼-0.5%30,5820.9%Computer and TechnologyLOWLowe's Companies$2,601,357$444 ▲0.0%11,7250.9%Retail/WholesaleUNHUnitedHealth Group$2,517,288$777,118 ▲44.7%8,0690.8%MedicalBMYBristol Myers Squibb$2,446,248$4,027 ▼-0.2%52,8460.8%MedicalDLBDolby Laboratories$2,381,576$223 ▲0.0%32,0710.8%Consumer DiscretionaryGSKGSK$2,375,680$15,053 ▼-0.6%61,8670.8%MedicalADIAnalog Devices$2,345,199$118,771 ▼-4.8%9,8530.8%Computer and TechnologyEEFTEuronet Worldwide$2,316,5330.0%22,8500.8%FinanceVOEVanguard Mid-Cap Value ETF$2,295,151$182,546 ▼-7.4%13,9560.8%ETFABTAbbott Laboratories$2,255,591$13,465 ▼-0.6%16,5840.8%MedicalJNJJohnson & Johnson$2,219,643$4,888 ▼-0.2%14,5310.7%MedicalITWIllinois Tool Works$2,206,512$11,868 ▼-0.5%8,9240.7%IndustrialsMRKMerck & Co., Inc.$2,084,539$44,726 ▼-2.1%26,3330.7%MedicalTDYTeledyne Technologies$2,063,073$2,049 ▼-0.1%4,0270.7%AerospaceEMREmerson Electric$1,931,661$8,800 ▼-0.5%14,4880.6%IndustrialsVYMVanguard High Dividend Yield ETF$1,911,595$129,048 ▼-6.3%14,3390.6%ETFBENFranklin Resources$1,908,046$2,719 ▼-0.1%80,0020.6%FinanceKOCocaCola$1,738,793$4,386 ▼-0.3%24,5770.6%Consumer StaplesPEPPepsiCo$1,716,256$4,357 ▼-0.3%12,9980.6%Consumer StaplesSBUXStarbucks$1,715,191$45,631 ▼-2.6%18,7190.6%Retail/WholesaleVTVVanguard Value ETF$1,698,554$147,585 ▼-8.0%9,6100.6%ETFDOXAmdocs$1,655,055$4,288 ▼-0.3%18,1400.6%Computer and TechnologyPRLBProto Labs$1,637,757$51,051 ▼-3.0%40,9030.5%IndustrialsHDHome Depot$1,631,548$36,664 ▼-2.2%4,4500.5%Retail/WholesaleNVSNovartis$1,612,803$2,904 ▼-0.2%13,3280.5%MedicalVIGVanguard Dividend Appreciation ETF$1,584,603$162,104 ▼-9.3%7,7420.5%ETFSPGIS&P Global$1,579,824$31,639 ▼-2.0%2,9960.5%FinanceMDTMedtronic$1,544,411$2,615 ▼-0.2%17,7170.5%MedicalXOMExxon Mobil$1,401,477$3,234 ▼-0.2%13,0010.5%EnergyVHTVanguard Health Care ETF$1,289,413$138,825 ▼-9.7%5,1920.4%ETFAMZNAmazon.com$1,277,727$57,919 ▲4.7%5,8240.4%Retail/WholesalePRFInvesco RAFI US 1000 ETF$1,056,7500.0%25,0000.4%ETFWFCWells Fargo & Company$919,1370.0%11,4720.3%FinanceTSLATesla$912,320$3,177 ▼-0.3%2,8720.3%Auto/Tires/TrucksKLACKLA$902,0100.0%1,0070.3%Computer and TechnologyWITWipro$886,8120.0%293,6460.3%Computer and TechnologyJPMJPMorgan Chase & Co.$838,8070.0%2,8930.3%FinanceBACBank of America$834,8190.0%17,6420.3%FinancePALANTIR TECHNOLOGIES INC$831,5520.0%6,1000.3%CL AUSMViShares MSCI USA Min Vol Factor ETF$753,2130.0%8,0240.3%ETFCOSTCostco Wholesale$722,656$24,748 ▼-3.3%7300.2%Retail/WholesaleMMM3M$714,421$7,612 ▼-1.1%4,6930.2%Multi-Sector ConglomeratesINTCIntel$698,601$11,939 ▼-1.7%31,1880.2%Computer and TechnologyUPSUnited Parcel Service$681,3450.0%6,7500.2%TransportationDLTRDollar Tree$677,929$2,476 ▼-0.4%6,8450.2%Retail/WholesaleHLNHaleon$669,456$17,577 ▼-2.6%64,5570.2%MedicalEBAYeBay$665,423$149 ▲0.0%8,9370.2%Retail/WholesaleMRVLMarvell Technology$613,1630.0%7,9220.2%Computer and TechnologyVEUVanguard FTSE All-World ex-US ETF$597,053$26,350 ▼-4.2%8,8820.2%ETFSPYSPDR S&P 500 ETF Trust$571,267$22,233 ▼-3.7%9250.2%FinanceHIPOHippo$564,4650.0%20,2100.2%FinanceQQQInvesco QQQ$556,987$551 ▲0.1%1,0100.2%FinanceISRGIntuitive Surgical$537,9760.0%9900.2%MedicalADPAutomatic Data Processing$519,6540.0%1,6850.2%Computer and TechnologyWBAWalgreens Boots Alliance$481,249$5,774 ▼-1.2%41,9210.2%Retail/WholesaleMCDMcDonald's$475,361$43,826 ▼-8.4%1,6270.2%Retail/WholesaleVUGVanguard Growth ETF$471,765$28,499 ▼-5.7%1,0760.2%ETFLLYEli Lilly and Company$455,4810.0%5840.2%MedicalVVisa$427,6420.0%1,2040.1%Business ServicesPRFZInvesco RAFI US 1500 Small-Mid ETF$427,0350.0%10,5000.1%ManufacturingCPRICapri$420,9950.0%23,7850.1%Retail/WholesaleWALWestern Alliance Bancorporation$411,0330.0%5,2710.1%FinanceMAMastercard$401,2220.0%7140.1%Business ServicesPPLPPL$385,228$2,237 ▼-0.6%11,3670.1%UtilitiesPFEPfizer$381,405$1,551 ▼-0.4%15,7350.1%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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