Aimz Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Aimz Investment Advisors, LLC

Investment Activity

Aimz Investment Advisors, LLC has $286.42 million in total holdings as of March 31, 2025.
Aimz Investment Advisors, LLC owns shares of 125 different stocks, but just 48 companies or ETFs make up 80% of its holdings.
Approximately 3.55% of the portfolio was purchased this quarter.
About 1.08% of the portfolio was sold this quarter.
This quarter, Aimz Investment Advisors, LLC has purchased 124 new stocks and bought additional shares in 41 stocks.
Aimz Investment Advisors, LLC sold shares of 44 stocks and completely divested from 5 stocks this quarter.

Largest Holdings

Apple: $19,152,152
Meta Platforms: $15,768,513
Microsoft: $11,006,658
Vertex Pharmaceuticals: $10,157,464
QUALCOMM: $9,009,721

Largest New Holdings this Quarter

L44385109 - Globant: $3,617,771 Holding
084423102 - W. R. Berkley: $240,165 Holding
92343V104 - Verizon Communications: $236,280 Holding
369604301 - GE Aerospace: $220,565 Holding
46429B663 - iShares Core High Dividend ETF: $214,398 Holding

Largest Purchases this Quarter

Globant: 30,732 shares (about $3.62M)
Adobe: 5,141 shares (about $1.97M)
NVIDIA: 10,714 shares (about $1.16M)
T. Rowe Price Group: 3,639 shares (about $334.31K)
W. R. Berkley: 3,375 shares (about $240.17K)

Largest Sales this Quarter

Meta Platforms: 1,258 shares (about $725.06K)
Alphabet: 2,130 shares (about $332.77K)
Cintas: 490 shares (about $100.71K)
PALANTIR TECHNOLOGIES INC: 1,000 shares (about $84.40K)
Vertex Pharmaceuticals: 159 shares (about $77.09K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
AAPL Apple	$19,152,152	$27,544 ▼	-0.1%	86,220	6.7%	Computer and Technology
META Meta Platforms	$15,768,513	$725,055 ▼	-4.4%	27,359	5.5%	Computer and Technology
MSFT Microsoft	$11,006,658	$191,822 ▲	1.8%	29,321	3.8%	Computer and Technology
VRTX Vertex Pharmaceuticals	$10,157,464	$77,086 ▼	-0.8%	20,951	3.5%	Medical
QCOM QUALCOMM	$9,009,721	$25,499 ▼	-0.3%	58,653	3.1%	Computer and Technology
GOOG Alphabet	$7,514,826	$332,770 ▼	-4.2%	48,101	2.6%	Computer and Technology
GILD Gilead Sciences	$7,448,581	$57,705 ▼	-0.8%	66,476	2.6%	Medical
GOOGL Alphabet	$6,653,980	$25,361 ▼	-0.4%	43,029	2.3%	Computer and Technology
REGN Regeneron Pharmaceuticals	$6,249,765		0.0%	9,854	2.2%	Medical
BRK.B Berkshire Hathaway	$5,748,136	$44,737 ▼	-0.8%	10,793	2.0%	Finance
INFY Infosys	$5,610,406		0.0%	307,420	2.0%	Computer and Technology
CTAS Cintas	$5,466,687	$100,710 ▼	-1.8%	26,598	1.9%	Business Services
CHKP Check Point Software Technologies	$5,365,009	$45,584 ▼	-0.8%	23,539	1.9%	Computer and Technology
NTAP NetApp	$5,117,030	$6,149 ▼	-0.1%	58,254	1.8%	Computer and Technology
EXPD Expeditors International of Washington	$4,674,524	$7,937 ▼	-0.2%	38,873	1.6%	Transportation
IBM International Business Machines	$4,612,366	$8,703 ▼	-0.2%	18,549	1.6%	Computer and Technology
TROW T. Rowe Price Group	$4,568,144	$334,315 ▲	7.9%	49,724	1.6%	Finance
CSCO Cisco Systems	$4,377,189	$32,521 ▲	0.7%	70,932	1.5%	Computer and Technology
CHRW C.H. Robinson Worldwide	$4,356,555	$10,343 ▼	-0.2%	42,544	1.5%	Transportation
ADBE Adobe	$4,349,230	$1,971,728 ▲	82.9%	11,340	1.5%	Computer and Technology
WMT Walmart	$4,312,943	$4,126 ▼	-0.1%	49,128	1.5%	Retail/Wholesale
AZN AstraZeneca	$4,233,380	$13,230 ▼	-0.3%	57,597	1.5%	Medical
INCY Incyte	$4,173,289	$27,671 ▼	-0.7%	68,923	1.5%	Medical
AMGN Amgen	$4,118,234	$623 ▲	0.0%	13,219	1.4%	Medical
EPAM EPAM Systems	$3,790,458	$29,547 ▼	-0.8%	22,450	1.3%	Computer and Technology
GLOB Globant	$3,617,771	$3,617,771 ▲	New Holding	30,732	1.3%	Computer and Technology
PYPL PayPal	$3,576,287	$3,458 ▼	-0.1%	54,809	1.2%	Computer and Technology
TEVA Teva Pharmaceutical Industries	$3,472,960	$9,483 ▼	-0.3%	225,957	1.2%	Medical
SYK Stryker	$3,401,920	$56,953 ▼	-1.6%	9,139	1.2%	Medical
ABBV AbbVie	$3,289,948	$9,638 ▼	-0.3%	15,702	1.1%	Medical
GMAB Genmab A/S	$3,285,132	$22,027 ▼	-0.7%	167,780	1.1%	Medical
BMY Bristol-Myers Squibb	$3,228,379	$10,429 ▼	-0.3%	52,933	1.1%	Medical
CI The Cigna Group	$3,121,491		0.0%	9,488	1.1%	Medical
UNH UnitedHealth Group	$2,921,646	$24,618 ▲	0.8%	5,578	1.0%	Medical
LOW Lowe's Companies	$2,734,232	$97,959 ▲	3.7%	11,723	1.0%	Retail/Wholesale
DLB Dolby Laboratories	$2,575,376	$7,790 ▼	-0.3%	32,068	0.9%	Consumer Discretionary
EEFT Euronet Worldwide	$2,441,523	$8,014 ▼	-0.3%	22,850	0.9%	Finance
VOE Vanguard Mid-Cap Value ETF	$2,418,644	$138,061 ▲	6.1%	15,066	0.8%	ETF
JNJ Johnson & Johnson	$2,415,090	$82,587 ▲	3.5%	14,563	0.8%	Medical
MRK Merck & Co., Inc.	$2,414,400	$26,749 ▲	1.1%	26,898	0.8%	Medical
GSK GSK	$2,411,906	$10,537 ▼	-0.4%	62,259	0.8%	Medical
NVDA NVIDIA	$2,309,104	$1,161,163 ▲	101.2%	21,306	0.8%	Computer and Technology
URBN Urban Outfitters	$2,291,924	$6,131 ▼	-0.3%	43,739	0.8%	Retail/Wholesale
ITW Illinois Tool Works	$2,225,257	$248 ▲	0.0%	8,972	0.8%	Industrials
ABT Abbott Laboratories	$2,212,958	$12,999 ▼	-0.6%	16,683	0.8%	Medical
ADI Analog Devices	$2,087,608	$403 ▲	0.0%	10,352	0.7%	Computer and Technology
ORCL Oracle	$2,034,619	$48,933 ▲	2.5%	14,553	0.7%	Computer and Technology
TDY Teledyne Technologies	$2,006,270	$5,973 ▼	-0.3%	4,031	0.7%	Aerospace
VYM Vanguard High Dividend Yield ETF	$1,974,018	$142,245 ▲	7.8%	15,307	0.7%	ETF
PEP PepsiCo	$1,953,868	$29,988 ▲	1.6%	13,031	0.7%	Consumer Staples
NFLX Netflix	$1,935,932	$2,798 ▲	0.1%	2,076	0.7%	Consumer Discretionary
SBUX Starbucks	$1,885,014	$24,719 ▼	-1.3%	19,217	0.7%	Retail/Wholesale
VTV Vanguard Value ETF	$1,804,350	$107,622 ▲	6.3%	10,445	0.6%	ETF
KO Coca-Cola	$1,764,625	$7,162 ▼	-0.4%	24,639	0.6%	Consumer Staples
HD Home Depot	$1,667,530		0.0%	4,550	0.6%	Retail/Wholesale
DOX Amdocs	$1,664,073	$274 ▲	0.0%	18,187	0.6%	Computer and Technology
VIG Vanguard Dividend Appreciation ETF	$1,655,556	$111,353 ▲	7.2%	8,534	0.6%	ETF
EMR Emerson Electric	$1,595,679	$27,629 ▲	1.8%	14,554	0.6%	Industrials
MDT Medtronic	$1,594,701	$17,522 ▼	-1.1%	17,747	0.6%	Medical
SPGI S&P Global	$1,552,700	$12,702 ▼	-0.8%	3,056	0.5%	Business Services
XOM Exxon Mobil	$1,549,826	$10,228 ▲	0.7%	13,031	0.5%	Energy
BEN Franklin Resources	$1,542,239	$10,395 ▼	-0.7%	80,116	0.5%	Finance
VHT Vanguard Health Care ETF	$1,522,536	$133,430 ▲	9.6%	5,751	0.5%	ETF
NVS Novartis	$1,488,442	$7,135 ▲	0.5%	13,352	0.5%	Medical
PRLB Proto Labs	$1,477,918	$5,081 ▼	-0.3%	42,178	0.5%	Industrials
AMZN Amazon.com	$1,057,846	$53,273 ▲	5.3%	5,560	0.4%	Retail/Wholesale
PRF Invesco FTSE RAFI US 1000 ETF	$1,010,250		0.0%	25,000	0.4%	ETF
WIT Wipro	$898,558	$716 ▲	0.1%	293,646	0.3%	Computer and Technology
WFC Wells Fargo & Company	$823,575		0.0%	11,472	0.3%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$751,528		0.0%	8,024	0.3%	ETF
TSLA Tesla	$746,899	$72,565 ▲	10.8%	2,882	0.3%	Auto/Tires/Trucks
UPS United Parcel Service	$742,433		0.0%	6,750	0.3%	Transportation
BAC Bank of America	$736,201		0.0%	17,642	0.3%	Finance
INTC Intel	$720,391	$22,529 ▼	-3.0%	31,721	0.3%	Computer and Technology
COST Costco Wholesale	$714,064		0.0%	755	0.2%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$709,736	$21,834 ▲	3.2%	2,893	0.2%	Finance
MMM 3M	$696,515	$13,951 ▲	2.0%	4,743	0.2%	Multi-Sector Conglomerates
KLAC KLA	$684,559		0.0%	1,007	0.2%	Computer and Technology
HLN Haleon	$681,733	$44,247 ▼	-6.1%	66,252	0.2%	Medical
EBAY eBay	$605,195	$68 ▲	0.0%	8,935	0.2%	Retail/Wholesale
VEU Vanguard FTSE All-World ex-US ETF	$562,582	$182 ▲	0.0%	9,274	0.2%	ETF
MCD McDonald's	$555,081		0.0%	1,777	0.2%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$537,574	$119,150 ▲	28.5%	961	0.2%	Finance
HIPO Hippo	$516,568		0.0%	20,210	0.2%	Finance
DLTR Dollar Tree	$515,731		0.0%	6,870	0.2%	Retail/Wholesale
PALANTIR TECHNOLOGIES INC	$514,840	$84,400 ▼	-14.1%	6,100	0.2%	CL A
ADP Automatic Data Processing	$514,818		0.0%	1,685	0.2%	Business Services
ISRG Intuitive Surgical	$490,317		0.0%	990	0.2%	Medical
MRVL Marvell Technology	$487,758	$3,079 ▲	0.6%	7,922	0.2%	Computer and Technology
LLY Eli Lilly and Company	$482,581	$66,933 ▲	16.1%	584	0.2%	Medical
WBA Walgreens Boots Alliance	$473,877	$4,278 ▼	-0.9%	42,424	0.2%	Retail/Wholesale
QQQ Invesco QQQ	$473,306	$208,273 ▲	78.6%	1,009	0.2%	Finance
CPRI Capri	$469,278		0.0%	23,785	0.2%	Retail/Wholesale
VUG Vanguard Growth ETF	$423,145		0.0%	1,141	0.1%	ETF
V Visa	$422,114	$38,565 ▲	10.1%	1,204	0.1%	Business Services
PPL PPL	$412,846		0.0%	11,433	0.1%	Utilities
WAL Western Alliance Bancorporation	$404,971		0.0%	5,271	0.1%	Finance
PFE Pfizer	$400,342	$7,526 ▲	1.9%	15,799	0.1%	Medical
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$397,530		0.0%	10,500	0.1%	Manufacturing
MA Mastercard	$391,355		0.0%	714	0.1%	Business Services

Showing largest 100 holdings. View all holdings.

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Aimz Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Aimz Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

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Aimz Investment Advisors, LLC Top Holdings and 13F Report (2025)

About Aimz Investment Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAimz Investment Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools