Aimz Investment Advisors, LLC Top Holdings and 13F Report (2025) About Aimz Investment Advisors, LLCInvestment ActivityAimz Investment Advisors, LLC has $287.85 million in total holdings as of December 31, 2024.Aimz Investment Advisors, LLC owns shares of 124 different stocks, but just 46 companies or ETFs make up 80% of its holdings.Approximately 1.69% of the portfolio was purchased this quarter.About 1.65% of the portfolio was sold this quarter.This quarter, Aimz Investment Advisors, LLC has purchased 124 new stocks and bought additional shares in 11 stocks.Aimz Investment Advisors, LLC sold shares of 75 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $21,622,290Meta Platforms $16,755,332Microsoft $12,143,431Alphabet $9,566,015QUALCOMM $9,035,753 Largest New Holdings this Quarter Genmab A/S $3,525,047 HoldingSpirit AeroSystems $207,888 HoldingWalt Disney $202,880 Holding Largest Purchases this Quarter Genmab A/S 168,905 shares (about $3.53M)Wipro 144,840 shares (about $512.73K)Spirit AeroSystems 6,100 shares (about $207.89K)Walt Disney 1,822 shares (about $202.88K)Schwab U.S. Large-Cap Value ETF 7,600 shares (about $198.13K) Largest Sales this Quarter Apple 1,888 shares (about $472.79K)Meta Platforms 681 shares (about $398.73K)Alphabet 1,200 shares (about $228.53K)Tesla 550 shares (about $222.11K)Franklin Resources 8,146 shares (about $165.28K) 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 PortfolioSectorAAPLApple$21,622,290$472,794 ▼-2.1%86,3447.5%Computer and TechnologyMETAMeta Platforms$16,755,332$398,727 ▼-2.3%28,6175.8%Computer and TechnologyMSFTMicrosoft$12,143,431$156,377 ▼-1.3%28,8104.2%Computer and TechnologyGOOGAlphabet$9,566,015$228,529 ▼-2.3%50,2313.3%Computer and TechnologyQCOMQUALCOMM$9,035,753$29,956 ▼-0.3%58,8193.1%Computer and TechnologyVRTXVertex Pharmaceuticals$8,500,997$60,405 ▼-0.7%21,1103.0%MedicalGOOGLAlphabet$8,176,520$1,136 ▲0.0%43,1932.8%Computer and TechnologyREGNRegeneron Pharmaceuticals$7,019,303$39,178 ▼-0.6%9,8542.4%MedicalNTAPNetApp$6,770,227$113,410 ▼-1.6%58,3242.4%Computer and TechnologyINFYInfosys$6,738,636$75,427 ▼-1.1%307,4202.3%Computer and TechnologyGILDGilead Sciences$6,187,970$45,169 ▼-0.7%66,9912.1%MedicalEPAMEPAM Systems$5,290,178$4,676 ▼-0.1%22,6251.8%Computer and TechnologyTROWT. Rowe Price Group$5,211,770$124,852 ▼-2.3%46,0851.8%FinanceTEVATeva Pharmaceutical Industries$4,993,692$23,142 ▼-0.5%226,5741.7%MedicalCTASCintas$4,948,978$91,350 ▼-1.8%27,0881.7%Business ServicesBRK.BBerkshire Hathaway$4,930,3270.0%10,8771.7%FinanceINCYIncyte$4,792,078$31,082 ▼-0.6%69,3801.7%MedicalPYPLPayPal$4,682,472$51,210 ▼-1.1%54,8621.6%Computer and TechnologyWMTWalmart$4,442,964$56,649 ▼-1.3%49,1751.5%Retail/WholesaleCHKPCheck Point Software Technologies$4,432,071$37,340 ▼-0.8%23,7391.5%Computer and TechnologyCHRWC.H. Robinson Worldwide$4,406,118$38,435 ▼-0.9%42,6451.5%TransportationEXPDExpeditors International of Washington$4,313,315$16,283 ▼-0.4%38,9391.5%TransportationCSCOCisco Systems$4,167,986$73,053 ▼-1.7%70,4051.4%Computer and TechnologyIBMInternational Business Machines$4,085,258$43,526 ▼-1.1%18,5841.4%Computer and TechnologyAZNAstraZeneca$3,785,553$20,835 ▼-0.5%57,7771.3%MedicalGMABGenmab A/S$3,525,047$3,525,047 ▲New Holding168,9051.2%MedicalAMGNAmgen$3,444,841$38,574 ▼-1.1%13,2171.2%MedicalSYKStryker$3,345,751$50,770 ▼-1.5%9,2921.2%MedicalBMYBristol-Myers Squibb$3,003,538$8,201 ▼-0.3%53,1041.0%MedicalABBVAbbVie$2,798,453$17,237 ▼-0.6%15,7481.0%MedicalUNHUnitedHealth Group$2,798,138$50,590 ▼-1.8%5,5311.0%MedicalLOWLowe's Companies$2,789,626$20,238 ▼-0.7%11,3031.0%Retail/WholesaleADBEAdobe$2,756,571$111,170 ▼-3.9%6,1991.0%Computer and TechnologyMRKMerck & Co., Inc.$2,646,195$19,797 ▼-0.7%26,6000.9%MedicalCIThe Cigna Group$2,619,915$7,455 ▲0.3%9,4880.9%MedicalDLBDolby Laboratories$2,512,114$23,274 ▼-0.9%32,1650.9%Consumer DiscretionaryURBNUrban Outfitters$2,406,817$19,208 ▼-0.8%43,8560.8%Retail/WholesaleORCLOracle$2,366,745$33,327 ▼-1.4%14,2030.8%Computer and TechnologyEEFTEuronet Worldwide$2,357,6070.0%22,9250.8%FinanceVOEVanguard Mid-Cap Value ETF$2,298,161$20,545 ▲0.9%14,2060.8%ETFITWIllinois Tool Works$2,274,651$24,848 ▼-1.1%8,9710.8%Industrial ProductsADIAnalog Devices$2,198,989$21,034 ▼-0.9%10,3500.8%Computer and TechnologyGSKGSK$2,114,812$22,524 ▲1.1%62,5310.7%MedicalJNJJohnson & Johnson$2,034,105$14,318 ▼-0.7%14,0650.7%MedicalPEPPepsiCo$1,951,082$15,206 ▼-0.8%12,8310.7%Consumer StaplesABTAbbott Laboratories$1,898,143$11,198 ▼-0.6%16,7810.7%MedicalTDYTeledyne Technologies$1,876,479$7,890 ▼-0.4%4,0430.7%AerospaceNFLXNetflix$1,847,706$35,653 ▼-1.9%2,0730.6%Consumer DiscretionaryVYMVanguard High Dividend Yield ETF$1,812,283$19,138 ▼-1.0%14,2040.6%ETFSBUXStarbucks$1,776,556$2,190 ▼-0.1%19,4690.6%Retail/WholesaleEMREmerson Electric$1,772,403$12,145 ▼-0.7%14,3020.6%Industrial ProductsHDHome Depot$1,769,9050.0%4,5500.6%Retail/WholesaleVTVVanguard Value ETF$1,662,860$70,598 ▼-4.1%9,8220.6%ETFPRLBProto Labs$1,654,407$152,451 ▼-8.4%42,3230.6%Industrial ProductsBENFranklin Resources$1,636,512$165,283 ▼-9.2%80,6560.6%FinanceVIGVanguard Dividend Appreciation ETF$1,558,889$117,308 ▼-7.0%7,9600.5%ETFDOXAmdocs$1,548,178$12,516 ▼-0.8%18,1840.5%Computer and TechnologyKOCoca-Cola$1,540,233$11,829 ▼-0.8%24,7390.5%Consumer StaplesSPGIS&P Global$1,534,258$20,417 ▼-1.3%3,0810.5%Business ServicesMDTMedtronic$1,433,181$13,579 ▼-0.9%17,9420.5%MedicalNVDANVIDIA$1,422,385$35,586 ▲2.6%10,5920.5%Computer and TechnologyXOMExxon Mobil$1,392,501$323 ▲0.0%12,9450.5%Oils/EnergyVHTVanguard Health Care ETF$1,331,198$33,489 ▲2.6%5,2470.5%ETFNVSNovartis$1,293,021$9,731 ▼-0.7%13,2880.4%MedicalAMZNAmazon.com$1,158,3790.0%5,2800.4%Retail/WholesaleTSLATesla$1,050,792$222,112 ▼-17.4%2,6020.4%Auto/Tires/TrucksWITWipro$1,038,678$512,733 ▲97.5%293,4120.4%Computer and TechnologyPRFInvesco FTSE RAFI US 1000 ETF$1,008,5000.0%25,0000.4%ETFMRVLMarvell Technology$869,462$54,673 ▼-5.9%7,8720.3%Computer and TechnologyUPSUnited Parcel Service$851,1750.0%6,7500.3%TransportationWFCWells Fargo & Company$805,793$5,830 ▼-0.7%11,4720.3%FinanceBACBank of America$775,3660.0%17,6420.3%FinanceUSMViShares MSCI USA Min Vol Factor ETF$712,4510.0%8,0240.2%ETFCOSTCostco Wholesale$691,7840.0%7550.2%Retail/WholesaleHLNHaleon$673,066$20,988 ▼-3.0%70,5520.2%MedicalJPMJPMorgan Chase & Co.$672,1470.0%2,8040.2%FinanceINTCIntel$655,902$127,239 ▼-16.2%32,7130.2%Computer and TechnologyKLACKLA$634,5310.0%1,0070.2%Computer and TechnologyMMM3M$599,972$19,362 ▼-3.1%4,6480.2%Multi-Sector ConglomeratesEBAYeBay$553,459$62 ▲0.0%8,9340.2%Retail/WholesaleHIPOHippo$541,0220.0%20,2100.2%FinanceMYGNMyriad Genetics$537,226$2,742 ▼-0.5%39,1850.2%MedicalPALANTIR TECHNOLOGIES INC$536,9730.0%7,1000.2%CL AVEUVanguard FTSE All-World ex-US ETF$532,252$21,988 ▼-4.0%9,2710.2%ETFISRGIntuitive Surgical$516,7400.0%9900.2%MedicalMCDMcDonald's$515,1350.0%1,7770.2%Retail/WholesaleDLTRDollar Tree$514,8380.0%6,8700.2%Retail/WholesaleCPRICapri$500,912$8,424 ▼-1.7%23,7850.2%Retail/WholesaleADPAutomatic Data Processing$493,2500.0%1,6850.2%Business ServicesVUGVanguard Growth ETF$468,226$82,894 ▲21.5%1,1410.2%ETFWALWestern Alliance Bancorporation$440,3390.0%5,2710.2%FinanceSPYSPDR S&P 500 ETF Trust$438,649$14,661 ▼-3.2%7480.2%FinancePRFZInvesco FTSE RAFI US 1500 Small-Mid ETF$436,9050.0%10,5000.2%ManufacturingSRESempra$430,7050.0%4,9100.1%UtilitiesPFEPfizer$411,271$12,310 ▼-2.9%15,5020.1%MedicalWBAWalgreens Boots Alliance$399,393$102,388 ▼-20.4%42,8070.1%Retail/WholesaleLLYEli Lilly and Company$388,3160.0%5030.1%MedicalMAMastercard$375,9680.0%7140.1%Business ServicesPPLPPL$371,115$6,492 ▼-1.7%11,4330.1%UtilitiesVVisa$345,8910.0%1,0940.1%Business ServicesShowing 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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