Aimz Investment Advisors, LLC Top Holdings and 13F Report (2024)

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About Aimz Investment Advisors, LLC

Investment Activity

Aimz Investment Advisors, LLC has $246.81 million in total holdings as of December 31, 2023.
Aimz Investment Advisors, LLC owns shares of 114 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 1.58% of the portfolio was purchased this quarter.
About 1.92% of the portfolio was sold this quarter.
This quarter, Aimz Investment Advisors, LLC has purchased 112 new stocks and bought additional shares in 13 stocks.
Aimz Investment Advisors, LLC sold shares of 63 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

Apple: $17,924,088
Microsoft: $11,973,886
Meta Platforms: $10,943,735
Regeneron Pharmaceuticals: $9,168,474
Vertex Pharmaceuticals: $9,069,985

Largest New Holdings this Quarter

Euronet Worldwide: $2,326,658 Holding
Spirit AeroSystems: $279,664 Holding
Allstate: $223,968 Holding
Elevance Health: $211,730 Holding
Verizon Communications: $205,112 Holding

Largest Purchases this Quarter

Euronet Worldwide: 22,925 shares (about $2.33M)
Spirit AeroSystems: 8,800 shares (about $279.66K)
PayPal: 3,950 shares (about $242.57K)
T. Rowe Price Group: 2,236 shares (about $240.80K)
Allstate: 1,600 shares (about $223.97K)

Largest Sales this Quarter

Microsoft: 1,374 shares (about $516.68K)
Walgreens Boots Alliance: 15,645 shares (about $408.49K)
Apple: 1,930 shares (about $371.58K)
The Cigna Group: 575 shares (about $172.18K)
Regeneron Pharmaceuticals: 171 shares (about $150.19K)

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	$17,924,088	$371,581 ▼	-2.0%	93,098	7.3%	Computer and Technology
MSFT Microsoft	$11,973,886	$516,680 ▼	-4.1%	31,842	4.9%	Computer and Technology
META Meta Platforms	$10,943,735	$65,129 ▼	-0.6%	30,918	4.4%	Computer and Technology
REGN Regeneron Pharmaceuticals	$9,168,474	$150,188 ▼	-1.6%	10,439	3.7%	Medical
VRTX Vertex Pharmaceuticals	$9,069,985	$107,826 ▼	-1.2%	22,291	3.7%	Medical
QCOM QUALCOMM	$9,066,040	$76,654 ▼	-0.8%	62,684	3.7%	Computer and Technology
GOOGL Alphabet	$6,154,929	$49,032 ▼	-0.8%	44,061	2.5%	Computer and Technology
INFY Infosys	$5,955,274	$20,567 ▼	-0.3%	324,008	2.4%	Computer and Technology
GILD Gilead Sciences	$5,624,981	$84,088 ▼	-1.5%	69,436	2.3%	Medical
NTAP NetApp	$5,574,305	$38,791 ▼	-0.7%	63,229	2.3%	Computer and Technology
TROW T. Rowe Price Group	$5,185,284	$240,795 ▲	4.9%	48,150	2.1%	Finance
EXPD Expeditors International of Washington	$5,108,128	$90,567 ▼	-1.7%	40,158	2.1%	Transportation
CTAS Cintas	$4,503,076	$75,333 ▼	-1.6%	7,472	1.8%	Industrial Products
AMGN Amgen	$4,065,454	$44,932 ▼	-1.1%	14,115	1.6%	Medical
BRK.B Berkshire Hathaway	$4,064,854	$35,666 ▼	-0.9%	11,397	1.6%	Finance
AZN AstraZeneca	$4,044,670	$71,459 ▼	-1.7%	60,054	1.6%	Medical
INCY Incyte	$3,928,207	$31,458 ▼	-0.8%	62,561	1.6%	Medical
ADBE Adobe	$3,877,303	$18,495 ▼	-0.5%	6,499	1.6%	Computer and Technology
CHRW C.H. Robinson Worldwide	$3,805,999	$52,784 ▼	-1.4%	44,056	1.5%	Transportation
CHKP Check Point Software Technologies	$3,768,413	$45,837 ▼	-1.2%	24,664	1.5%	Computer and Technology
CSCO Cisco Systems	$3,715,015	$40,062 ▼	-1.1%	73,536	1.5%	Computer and Technology
PYPL PayPal	$3,455,049	$242,569 ▲	7.6%	56,262	1.4%	Computer and Technology
IBM International Business Machines	$3,153,054	$15,864 ▼	-0.5%	19,279	1.3%	Computer and Technology
UNH UnitedHealth Group	$3,152,887	$28,428 ▼	-0.9%	5,989	1.3%	Medical
MRK Merck & Co., Inc.	$3,084,345	$18,315 ▼	-0.6%	28,292	1.2%	Medical
SYK Stryker	$3,008,569	$46,714 ▼	-1.5%	10,047	1.2%	Medical
CI The Cigna Group	$2,997,489	$172,183 ▼	-5.4%	10,010	1.2%	Medical
DLB Dolby Laboratories	$2,865,920	$8,446 ▼	-0.3%	33,255	1.2%	Consumer Discretionary
LOW Lowe's Companies	$2,849,820	$44,288 ▼	-1.5%	12,805	1.2%	Retail/Wholesale
WMT Walmart	$2,749,195	$15,765 ▼	-0.6%	17,439	1.1%	Retail/Wholesale
BEN Franklin Resources	$2,738,746	$58,895 ▼	-2.1%	91,935	1.1%	Finance
BMY Bristol-Myers Squibb	$2,694,540	$102,825 ▲	4.0%	52,515	1.1%	Medical
ABBV AbbVie	$2,535,362	$47,577 ▼	-1.8%	16,360	1.0%	Medical
ITW Illinois Tool Works	$2,518,563	$2,357 ▼	-0.1%	9,615	1.0%	Industrial Products
TEVA Teva Pharmaceutical Industries	$2,432,771	$58,996 ▼	-2.4%	233,024	1.0%	Medical
GSK GSK	$2,376,537	$20,531 ▼	-0.9%	64,127	1.0%	Medical
EEFT Euronet Worldwide	$2,326,658	$2,326,658 ▲	New Holding	22,925	0.9%	Finance
JNJ Johnson & Johnson	$2,280,393	$15,517 ▼	-0.7%	14,549	0.9%	Medical
PEP PepsiCo	$2,221,677		0.0%	13,081	0.9%	Consumer Staples
ADI Analog Devices	$2,153,358	$199 ▲	0.0%	10,845	0.9%	Computer and Technology
VOE Vanguard Mid-Cap Value ETF	$2,055,797	$10,731 ▼	-0.5%	14,177	0.8%	ETF
INTC Intel	$1,945,434	$24,874 ▼	-1.3%	38,715	0.8%	Computer and Technology
ABT Abbott Laboratories	$1,914,746	$21,793 ▼	-1.1%	17,396	0.8%	Medical
TDY Teledyne Technologies	$1,873,526	$21,868 ▼	-1.2%	4,198	0.8%	Computer and Technology
HD Home Depot	$1,871,370		0.0%	5,400	0.8%	Retail/Wholesale
PRLB Proto Labs	$1,852,471	$5,883 ▼	-0.3%	47,548	0.8%	Industrial Products
ORCL Oracle	$1,689,278		0.0%	16,023	0.7%	Computer and Technology
DOX Amdocs	$1,663,202	$18,632 ▼	-1.1%	18,924	0.7%	Computer and Technology
URBN Urban Outfitters	$1,647,308	$41,044 ▼	-2.4%	46,156	0.7%	Retail/Wholesale
VYM Vanguard High Dividend Yield Index Fund ETF Shares	$1,598,542	$19,647 ▲	1.2%	14,320	0.6%	ETF
KO Coca-Cola	$1,592,209	$1,120 ▼	-0.1%	27,019	0.6%	Consumer Staples
WBA Walgreens Boots Alliance	$1,589,623	$408,489 ▼	-20.4%	60,882	0.6%	Retail/Wholesale
VTV Vanguard Value ETF	$1,526,520	$13,156 ▲	0.9%	10,211	0.6%	ETF
MDT Medtronic	$1,509,481	$412 ▲	0.0%	18,323	0.6%	Medical
VIG Vanguard Dividend Appreciation ETF	$1,504,834	$20,789 ▲	1.4%	8,831	0.6%	ETF
EMR Emerson Electric	$1,456,805	$19,174 ▼	-1.3%	14,968	0.6%	Industrial Products
NVS Novartis	$1,365,905	$20,194 ▼	-1.5%	13,528	0.6%	Medical
XOM Exxon Mobil	$1,333,081	$300 ▲	0.0%	13,333	0.5%	Oils/Energy
VHT Vanguard Health Care ETF	$1,313,267	$20,308 ▲	1.6%	5,238	0.5%	ETF
CPRI Capri	$1,265,294	$47,728 ▼	-3.6%	25,185	0.5%	Retail/Wholesale
TSLA Tesla	$1,202,643		0.0%	4,840	0.5%	Auto/Tires/Trucks
DLTR Dollar Tree	$1,149,611		0.0%	8,093	0.5%	Retail/Wholesale
UPS United Parcel Service	$1,139,918		0.0%	7,250	0.5%	Transportation
NFLX Netflix	$897,320	$17,041 ▼	-1.9%	1,843	0.4%	Consumer Discretionary
PRF Invesco FTSE RAFI US 1000 ETF	$880,000		0.0%	25,000	0.4%	ETF
WIT Wipro	$827,481		0.0%	148,560	0.3%	Computer and Technology
AMZN Amazon.com	$802,243		0.0%	5,280	0.3%	Retail/Wholesale
MYGN Myriad Genetics	$780,625	$3,828 ▼	-0.5%	40,785	0.3%	Medical
HLN Haleon	$723,212	$3,259 ▼	-0.4%	87,875	0.3%	Medical
BAC Bank of America	$678,922		0.0%	20,164	0.3%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$656,264	$898 ▲	0.1%	11,690	0.3%	ETF
WFC Wells Fargo & Company	$640,106	$20,377 ▼	-3.1%	13,005	0.3%	Finance
USMV iShares MSCI USA Min Vol Factor ETF	$626,113		0.0%	8,024	0.3%	ETF
MCD McDonald's	$586,200		0.0%	1,977	0.2%	Retail/Wholesale
KLAC KLA	$585,369		0.0%	1,007	0.2%	Computer and Technology
KSS Kohl's	$566,055	$8,432 ▼	-1.5%	19,737	0.2%	Retail/Wholesale
MMM 3M	$557,271	$13,883 ▼	-2.4%	5,098	0.2%	Multi-Sector Conglomerates
SBUX Starbucks	$543,341		0.0%	5,659	0.2%	Retail/Wholesale
MRVL Marvell Technology	$534,769	$60,310 ▼	-10.1%	8,867	0.2%	Business Services
NVDA NVIDIA	$520,223		0.0%	1,050	0.2%	Computer and Technology
COST Costco Wholesale	$488,459		0.0%	740	0.2%	Retail/Wholesale
PFE Pfizer	$487,287	$835 ▼	-0.2%	16,926	0.2%	Medical
JPM JPMorgan Chase & Co.	$440,389	$8,505 ▼	-1.9%	2,589	0.2%	Finance
EBAY eBay	$419,965	$8,637 ▼	-2.0%	9,628	0.2%	Retail/Wholesale
GOOG Alphabet	$408,697	$14,093 ▼	-3.3%	2,900	0.2%	Computer and Technology
SHEL Shell	$406,315		0.0%	6,175	0.2%	Oils/Energy
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$393,645		0.0%	10,500	0.2%	Manufacturing
ADP Automatic Data Processing	$392,554		0.0%	1,685	0.2%	Business Services
SPY SPDR S&P 500 ETF Trust	$375,919	$475 ▲	0.1%	791	0.2%	Finance
SRE Sempra	$366,924		0.0%	4,910	0.1%	Utilities
PPL PPL	$358,614	$948 ▼	-0.3%	13,233	0.1%	Utilities
WAL Western Alliance Bancorporation	$349,937		0.0%	5,319	0.1%	Finance
AMAT Applied Materials	$337,916	$24,311 ▼	-6.7%	2,085	0.1%	Computer and Technology
ISRG Intuitive Surgical	$333,986		0.0%	990	0.1%	Medical
MA Mastercard	$304,526		0.0%	714	0.1%	Business Services
LLY Eli Lilly and Company	$293,209		0.0%	503	0.1%	Medical
COP ConocoPhillips	$291,684		0.0%	2,513	0.1%	Oils/Energy
V Visa	$284,941		0.0%	1,094	0.1%	Business Services
SPR Spirit AeroSystems	$279,664	$279,664 ▲	New Holding	8,800	0.1%	Aerospace
T AT&T	$271,802	$5,034 ▼	-1.8%	16,198	0.1%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Aimz Investment Advisors, LLC Top Holdings and 13F Report (2024)

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

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Aimz Investment Advisors, LLC Top Holdings and 13F Report (2024)

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