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 $268.12 million in total holdings as of March 31, 2024.
Aimz Investment Advisors, LLC owns shares of 120 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 4.92% of the portfolio was purchased this quarter.
About 2.26% of the portfolio was sold this quarter.
This quarter, Aimz Investment Advisors, LLC has purchased 114 new stocks and bought additional shares in 12 stocks.
Aimz Investment Advisors, LLC sold shares of 71 stocks and completely divested from 1 stock this quarter.

Largest Holdings

Apple: $15,595,984
Meta Platforms: $15,292,941
Microsoft: $12,771,365
QUALCOMM: $10,336,587
Regeneron Pharmaceuticals: $9,787,566

Largest New Holdings this Quarter

S&P Global: $1,328,143 Holding
Dell Technologies: $249,844 Holding
Walt Disney: $234,564 Holding
Procter & Gamble: $205,409 Holding
General Electric: $205,370 Holding

Largest Purchases this Quarter

Alphabet: 51,002 shares (about $7.77M)
Walmart: 33,080 shares (about $1.99M)
S&P Global: 3,122 shares (about $1.33M)
Incyte: 8,374 shares (about $477.07K)
Meta Platforms: 576 shares (about $279.70K)

Largest Sales this Quarter

Microsoft: 1,486 shares (about $625.19K)
Apple: 2,149 shares (about $368.51K)
QUALCOMM: 1,629 shares (about $275.79K)
Home Depot: 700 shares (about $268.52K)
Regeneron Pharmaceuticals: 270 shares (about $259.87K)

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	$15,595,984	$368,512 ▼	-2.3%	90,949	5.8%	Computer and Technology
META Meta Platforms	$15,292,941	$279,696 ▲	1.9%	31,494	5.7%	Computer and Technology
MSFT Microsoft	$12,771,365	$625,189 ▼	-4.7%	30,356	4.8%	Computer and Technology
QCOM QUALCOMM	$10,336,587	$275,789 ▼	-2.6%	61,055	3.9%	Computer and Technology
REGN Regeneron Pharmaceuticals	$9,787,566	$259,872 ▼	-2.6%	10,169	3.7%	Medical
VRTX Vertex Pharmaceuticals	$9,119,306	$198,555 ▼	-2.1%	21,816	3.4%	Medical
GOOG Alphabet	$8,207,076	$7,765,524 ▲	1,758.7%	53,902	3.1%	Computer and Technology
GOOGL Alphabet	$6,574,714	$75,466 ▼	-1.1%	43,561	2.5%	Computer and Technology
NTAP NetApp	$6,446,532	$190,626 ▼	-2.9%	61,413	2.4%	Computer and Technology
TROW T. Rowe Price Group	$5,799,202	$71,201 ▼	-1.2%	47,566	2.2%	Finance
INFY Infosys	$5,709,959	$99,512 ▼	-1.7%	318,458	2.1%	Computer and Technology
CTAS Cintas	$5,116,312	$17,176 ▼	-0.3%	7,447	1.9%	Industrial Products
GILD Gilead Sciences	$5,010,237	$75,960 ▼	-1.5%	68,399	1.9%	Medical
EXPD Expeditors International of Washington	$4,784,781	$97,257 ▼	-2.0%	39,358	1.8%	Transportation
BRK.B Berkshire Hathaway	$4,662,305	$130,361 ▼	-2.7%	11,087	1.7%	Finance
INCY Incyte	$4,041,168	$477,067 ▲	13.4%	70,935	1.5%	Medical
AZN AstraZeneca	$4,011,723	$56,910 ▼	-1.4%	59,214	1.5%	Medical
CHKP Check Point Software Technologies	$3,930,336	$114,807 ▼	-2.8%	23,964	1.5%	Computer and Technology
AMGN Amgen	$3,892,889	$120,267 ▼	-3.0%	13,692	1.5%	Medical
PYPL PayPal	$3,755,593	$13,398 ▼	-0.4%	56,062	1.4%	Computer and Technology
IBM International Business Machines	$3,624,713	$56,714 ▼	-1.5%	18,982	1.4%	Computer and Technology
MRK Merck & Co., Inc.	$3,621,071	$112,025 ▼	-3.0%	27,443	1.4%	Medical
CSCO Cisco Systems	$3,620,576	$49,611 ▼	-1.4%	72,542	1.4%	Computer and Technology
CI The Cigna Group	$3,619,237	$16,344 ▼	-0.4%	9,965	1.3%	Medical
SYK Stryker	$3,461,366	$134,203 ▼	-3.7%	9,672	1.3%	Medical
CHRW C.H. Robinson Worldwide	$3,309,013	$45,379 ▼	-1.4%	43,460	1.2%	Transportation
TEVA Teva Pharmaceutical Industries	$3,286,558	$1,411 ▼	0.0%	232,924	1.2%	Medical
ADBE Adobe	$3,271,826	$7,569 ▼	-0.2%	6,484	1.2%	Computer and Technology
WMT Walmart	$3,039,723	$1,990,420 ▲	189.7%	50,519	1.1%	Retail/Wholesale
LOW Lowe's Companies	$3,007,572	$254,218 ▼	-7.8%	11,807	1.1%	Retail/Wholesale
ABBV AbbVie	$2,925,167	$53,900 ▼	-1.8%	16,064	1.1%	Medical
BMY Bristol-Myers Squibb	$2,853,567	$5,694 ▲	0.2%	52,620	1.1%	Medical
UNH UnitedHealth Group	$2,799,696	$163,262 ▼	-5.5%	5,659	1.0%	Medical
DLB Dolby Laboratories	$2,718,968	$66,764 ▼	-2.4%	32,458	1.0%	Consumer Discretionary
GSK GSK	$2,697,908	$51,230 ▼	-1.9%	62,932	1.0%	Medical
BEN Franklin Resources	$2,542,680	$41,603 ▼	-1.6%	90,455	0.9%	Finance
EEFT Euronet Worldwide	$2,520,145		0.0%	22,925	0.9%	Finance
ITW Illinois Tool Works	$2,473,046	$107,069 ▼	-4.1%	9,216	0.9%	Industrial Products
PEP PepsiCo	$2,289,306		0.0%	13,081	0.9%	Consumer Staples
JNJ Johnson & Johnson	$2,222,586	$78,937 ▼	-3.4%	14,050	0.8%	Medical
VOE Vanguard Mid-Cap Value ETF	$2,211,064	$780 ▲	0.0%	14,182	0.8%	ETF
ADI Analog Devices	$2,145,287	$198 ▲	0.0%	10,846	0.8%	Computer and Technology
ORCL Oracle	$1,987,495	$25,122 ▼	-1.2%	15,823	0.7%	Computer and Technology
URBN Urban Outfitters	$1,951,990	$52,104 ▼	-2.6%	44,956	0.7%	Retail/Wholesale
ABT Abbott Laboratories	$1,943,256	$33,985 ▼	-1.7%	17,097	0.7%	Medical
HD Home Depot	$1,802,920	$268,520 ▼	-13.0%	4,700	0.7%	Retail/Wholesale
TDY Teledyne Technologies	$1,756,349	$45,937 ▼	-2.5%	4,091	0.7%	Aerospace
INTC Intel	$1,754,511	$44,479 ▲	2.6%	39,722	0.7%	Computer and Technology
VYM Vanguard High Dividend Yield ETF	$1,732,577		0.0%	14,320	0.6%	ETF
PRLB Proto Labs	$1,697,161	$2,681 ▼	-0.2%	47,473	0.6%	Industrial Products
DOX Amdocs	$1,665,152	$45,004 ▼	-2.6%	18,426	0.6%	Computer and Technology
VTV Vanguard Value ETF	$1,657,211	$5,700 ▼	-0.3%	10,176	0.6%	ETF
EMR Emerson Electric	$1,652,520	$45,141 ▼	-2.7%	14,570	0.6%	Industrial Products
VIG Vanguard Dividend Appreciation ETF	$1,606,582	$6,026 ▼	-0.4%	8,798	0.6%	ETF
MDT Medtronic	$1,597,259	$436 ▲	0.0%	18,328	0.6%	Medical
KO Coca-Cola	$1,564,290	$88,710 ▼	-5.4%	25,569	0.6%	Consumer Staples
XOM Exxon Mobil	$1,503,732	$46,149 ▼	-3.0%	12,936	0.6%	Oils/Energy
VHT Vanguard Health Care ETF	$1,410,857	$6,222 ▼	-0.4%	5,215	0.5%	ETF
SPGI S&P Global	$1,328,143	$1,328,143 ▲	New Holding	3,122	0.5%	Business Services
NVS Novartis	$1,303,710	$4,836 ▼	-0.4%	13,478	0.5%	Medical
WBA Walgreens Boots Alliance	$1,280,774	$39,758 ▼	-3.0%	59,049	0.5%	Retail/Wholesale
NFLX Netflix	$1,119,309		0.0%	1,843	0.4%	Consumer Discretionary
CPRI Capri	$1,104,641	$36,240 ▼	-3.2%	24,385	0.4%	Retail/Wholesale
UPS United Parcel Service	$1,003,253	$74,315 ▼	-6.9%	6,750	0.4%	Transportation
PRF Invesco FTSE RAFI US 1000 ETF	$961,750		0.0%	25,000	0.4%	ETF
AMZN Amazon.com	$952,406		0.0%	5,280	0.4%	Retail/Wholesale
DLTR Dollar Tree	$921,398	$156,185 ▼	-14.5%	6,920	0.3%	Retail/Wholesale
NVDA NVIDIA	$867,860	$81,362 ▼	-8.6%	960	0.3%	Computer and Technology
WIT Wipro	$854,289	$69 ▲	0.0%	148,572	0.3%	Computer and Technology
MYGN Myriad Genetics	$843,952	$25,584 ▼	-2.9%	39,585	0.3%	Medical
BAC Bank of America	$723,855	$40,764 ▼	-5.3%	19,089	0.3%	Finance
HLN Haleon	$719,741	$26,319 ▼	-3.5%	84,775	0.3%	Medical
WFC Wells Fargo & Company	$714,647	$39,123 ▼	-5.2%	12,330	0.3%	Finance
KLAC KLA	$703,460		0.0%	1,007	0.3%	Computer and Technology
VEU Vanguard FTSE All-World ex-US ETF	$685,831	$235 ▲	0.0%	11,694	0.3%	ETF
USMV iShares MSCI USA Min Vol Factor ETF	$670,646		0.0%	8,024	0.3%	ETF
MRVL Marvell Technology	$628,493		0.0%	8,867	0.2%	Business Services
TSLA Tesla	$609,464	$241,360 ▼	-28.4%	3,467	0.2%	Auto/Tires/Trucks
KSS Kohl's	$557,841	$17,490 ▼	-3.0%	19,137	0.2%	Retail/Wholesale
MCD McDonald's	$557,415		0.0%	1,977	0.2%	Retail/Wholesale
COST Costco Wholesale	$542,146		0.0%	740	0.2%	Retail/Wholesale
JPM JPMorgan Chase & Co.	$518,577		0.0%	2,589	0.2%	Finance
SBUX Starbucks	$512,809	$4,387 ▼	-0.8%	5,611	0.2%	Retail/Wholesale
MMM 3M	$508,887	$31,819 ▼	-5.9%	4,798	0.2%	Multi-Sector Conglomerates
EBAY eBay	$471,299	$36,895 ▼	-7.3%	8,929	0.2%	Retail/Wholesale
PFE Pfizer	$450,455	$19,230 ▼	-4.1%	16,233	0.2%	Medical
AMAT Applied Materials	$429,990		0.0%	2,085	0.2%	Computer and Technology
ADP Automatic Data Processing	$420,812		0.0%	1,685	0.2%	Business Services
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$412,440		0.0%	10,500	0.2%	Manufacturing
SPY SPDR S&P 500 ETF Trust	$403,623	$9,934 ▼	-2.4%	772	0.2%	Finance
ISRG Intuitive Surgical	$395,099		0.0%	990	0.1%	Medical
LLY Eli Lilly and Company	$391,314		0.0%	503	0.1%	Medical
SHEL Shell	$380,452	$33,520 ▼	-8.1%	5,675	0.1%	Oils/Energy
HIPO Hippo	$369,237		0.0%	20,210	0.1%	Finance
SRE Sempra	$352,685		0.0%	4,910	0.1%	Utilities
MA Mastercard	$343,838		0.0%	714	0.1%	Business Services
WAL Western Alliance Bancorporation	$341,427		0.0%	5,319	0.1%	Finance
PPL PPL	$320,256	$44,048 ▼	-12.1%	11,633	0.1%	Utilities
COP ConocoPhillips	$310,309	$9,546 ▼	-3.0%	2,438	0.1%	Oils/Energy
V Visa	$305,440		0.0%	1,094	0.1%	Business Services
VUG Vanguard Growth ETF	$290,104		0.0%	843	0.1%	ETF
SCHV Schwab U.S. Large-Cap Value ETF	$288,724		0.0%	3,800	0.1%	ETF
T AT&T	$278,045	$7,040 ▼	-2.5%	15,798	0.1%	Computer and Technology
GPN Global Payments	$277,745		0.0%	2,078	0.1%	Business Services
QQQ Invesco QQQ	$270,373	$444 ▲	0.2%	609	0.1%	Finance
AFL Aflac	$258,009		0.0%	3,005	0.1%	Finance
HON Honeywell International	$257,589		0.0%	1,255	0.1%	Multi-Sector Conglomerates
NOC Northrop Grumman	$253,690		0.0%	530	0.1%	Aerospace
DELL Dell Technologies	$249,844	$249,844 ▲	New Holding	2,190	0.1%	Computer and Technology
CVX Chevron	$247,090		0.0%	1,566	0.1%	Oils/Energy
DIS Walt Disney	$234,564	$234,564 ▲	New Holding	1,917	0.1%	Consumer Discretionary
SPR Spirit AeroSystems	$220,027	$97,389 ▼	-30.7%	6,100	0.1%	Aerospace
VZ Verizon Communications	$210,834	$17,454 ▼	-7.6%	5,025	0.1%	Computer and Technology
ELV Elevance Health	$209,490	$23,334 ▼	-10.0%	404	0.1%	Medical
PG Procter & Gamble	$205,409	$205,409 ▲	New Holding	1,266	0.1%	Consumer Staples
GE General Electric	$205,370	$205,370 ▲	New Holding	1,170	0.1%	Transportation
PNC The PNC Financial Services Group	$202,000	$202,000 ▲	New Holding	1,250	0.1%	Finance
XCOR FundX ETF	$200,326	$200,326 ▲	New Holding	3,259	0.1%	ETF
NOK Nokia Oyj	$73,278	$8,496 ▼	-10.4%	20,700	0.0%	Computer and Technology
MVLA Movella	$649		0.0%	10,400	0.0%	Business Services
ALL Allstate	$0	$223,968 ▼	-100.0%	0	0.0%	Finance

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

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