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

About Aimz Investment Advisors, LLC

Investment Activity

Aimz Investment Advisors, LLC has $292.96 million in total holdings as of September 30, 2024.
Aimz Investment Advisors, LLC owns shares of 124 different stocks, but just 45 companies or ETFs make up 80% of its holdings.
Approximately 2.26% of the portfolio was purchased this quarter.
About 1.26% of the portfolio was sold this quarter.
This quarter, Aimz Investment Advisors, LLC has purchased 119 new stocks and bought additional shares in 27 stocks.
Aimz Investment Advisors, LLC sold shares of 62 stocks and completely divested from 2 stocks this quarter.

Largest Holdings

Apple: $20,557,940
Meta Platforms: $16,771,061
Microsoft: $12,556,779
Regeneron Pharmaceuticals: $10,416,742
QUALCOMM: $10,035,253

Largest New Holdings this Quarter

PALANTIR TECHNOLOGIES INC: $264,120 Holding
The PNC Financial Services Group: $231,063 Holding
Trade Desk: $219,300 Holding
Allstate: $208,615 Holding
iShares Core High Dividend ETF: $205,791 Holding

Largest Purchases this Quarter

Cintas: 20,416 shares (about $4.20M)
PALANTIR TECHNOLOGIES INC: 7,100 shares (about $264.12K)
The PNC Financial Services Group: 1,250 shares (about $231.06K)
Trade Desk: 2,000 shares (about $219.30K)
Allstate: 1,100 shares (about $208.62K)

Largest Sales this Quarter

Meta Platforms: 1,672 shares (about $957.10K)
Infosys: 7,197 shares (about $160.28K)
Microsoft: 344 shares (about $148.03K)
Lowe's Companies: 423 shares (about $114.57K)
Vertex Pharmaceuticals: 206 shares (about $95.81K)

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	$20,557,940	$90,403 ▼	-0.4%	88,232	7.0%	Computer and Technology
META Meta Platforms	$16,771,061	$957,103 ▼	-5.4%	29,298	5.7%	Computer and Technology
MSFT Microsoft	$12,556,779	$148,025 ▼	-1.2%	29,181	4.3%	Computer and Technology
REGN Regeneron Pharmaceuticals	$10,416,742	$78,843 ▼	-0.8%	9,909	3.6%	Medical
QCOM QUALCOMM	$10,035,253	$71,420 ▼	-0.7%	59,014	3.4%	Computer and Technology
VRTX Vertex Pharmaceuticals	$9,887,601	$95,806 ▼	-1.0%	21,260	3.4%	Medical
GOOG Alphabet	$8,598,770		0.0%	51,431	2.9%	Computer and Technology
NTAP NetApp	$7,324,257	$39,400 ▼	-0.5%	59,301	2.5%	Computer and Technology
GOOGL Alphabet	$7,162,583	$4,976 ▲	0.1%	43,187	2.4%	Computer and Technology
INFY Infosys	$6,922,879	$160,277 ▼	-2.3%	310,861	2.4%	Computer and Technology
CTAS Cintas	$5,679,817	$4,203,246 ▲	284.7%	27,588	1.9%	Business Services
GILD Gilead Sciences	$5,657,558	$32,111 ▼	-0.6%	67,480	1.9%	Medical
TROW T. Rowe Price Group	$5,140,284	$5,120 ▲	0.1%	47,189	1.8%	Finance
EXPD Expeditors International of Washington	$5,135,933	$32,850 ▲	0.6%	39,086	1.8%	Transportation
BRK.B Berkshire Hathaway	$5,006,248	$23,013 ▼	-0.5%	10,877	1.7%	Finance
CHRW C.H. Robinson Worldwide	$4,747,832	$7,947 ▼	-0.2%	43,017	1.6%	Transportation
INCY Incyte	$4,615,765	$331 ▼	0.0%	69,830	1.6%	Medical
CHKP Check Point Software Technologies	$4,615,679	$38,562 ▲	0.8%	23,939	1.6%	Computer and Technology
AZN AstraZeneca	$4,526,186	$47,837 ▼	-1.0%	58,095	1.5%	Medical
EPAM EPAM Systems	$4,507,034	$4,976 ▲	0.1%	22,645	1.5%	Computer and Technology
PYPL PayPal	$4,327,700	$11,705 ▼	-0.3%	55,462	1.5%	Computer and Technology
AMGN Amgen	$4,306,349	$56,065 ▼	-1.3%	13,365	1.5%	Medical
IBM International Business Machines	$4,152,408	$13,707 ▲	0.3%	18,782	1.4%	Computer and Technology
TEVA Teva Pharmaceutical Industries	$4,101,785	$30,634 ▼	-0.7%	227,624	1.4%	Medical
WMT Walmart	$4,021,514	$42,232 ▼	-1.0%	49,802	1.4%	Retail/Wholesale
CSCO Cisco Systems	$3,812,622	$7,451 ▲	0.2%	71,639	1.3%	Computer and Technology
SYK Stryker	$3,407,781	$77,671 ▼	-2.2%	9,433	1.2%	Medical
ADBE Adobe	$3,339,163	$18,122 ▼	-0.5%	6,449	1.1%	Computer and Technology
UNH UnitedHealth Group	$3,292,181	$8,185 ▼	-0.2%	5,631	1.1%	Medical
CI The Cigna Group	$3,277,822	$13,512 ▼	-0.4%	9,461	1.1%	Medical
ABBV AbbVie	$3,129,045	$43,840 ▼	-1.4%	15,845	1.1%	Medical
LOW Lowe's Companies	$3,083,605	$114,569 ▼	-3.6%	11,385	1.1%	Retail/Wholesale
MRK Merck & Co., Inc.	$3,043,290	$8,631 ▲	0.3%	26,799	1.0%	Medical
BMY Bristol-Myers Squibb	$2,755,109	$8,796 ▼	-0.3%	53,249	0.9%	Medical
GSK GSK	$2,529,036	$19,377 ▼	-0.8%	61,865	0.9%	Medical
DLB Dolby Laboratories	$2,484,365	$230 ▲	0.0%	32,463	0.8%	Consumer Discretionary
ORCL Oracle	$2,454,228	$63,728 ▼	-2.5%	14,403	0.8%	Computer and Technology
ADI Analog Devices	$2,404,994	$91,836 ▼	-3.7%	10,449	0.8%	Computer and Technology
ITW Illinois Tool Works	$2,376,802	$39,050 ▼	-1.6%	9,069	0.8%	Industrial Products
VOE Vanguard Mid-Cap Value ETF	$2,360,709	$75,286 ▼	-3.1%	14,079	0.8%	ETF
JNJ Johnson & Johnson	$2,295,379	$82,973 ▲	3.8%	14,164	0.8%	Medical
EEFT Euronet Worldwide	$2,274,848		0.0%	22,925	0.8%	Finance
PEP PepsiCo	$2,198,917	$25,508 ▼	-1.1%	12,931	0.8%	Consumer Staples
ABT Abbott Laboratories	$1,924,492	$24,968 ▼	-1.3%	16,880	0.7%	Medical
SBUX Starbucks	$1,900,361	$97 ▲	0.0%	19,493	0.6%	Retail/Wholesale
HD Home Depot	$1,843,660	$60,780 ▼	-3.2%	4,550	0.6%	Retail/Wholesale
VYM Vanguard High Dividend Yield ETF	$1,840,140	$39,741 ▼	-2.1%	14,354	0.6%	ETF
KO Coca-Cola	$1,791,398	$46,350 ▼	-2.5%	24,929	0.6%	Consumer Staples
BEN Franklin Resources	$1,789,351	$9,551 ▼	-0.5%	88,802	0.6%	Finance
VTV Vanguard Value ETF	$1,787,345	$43,990 ▼	-2.4%	10,239	0.6%	ETF
TDY Teledyne Technologies	$1,776,900	$13,567 ▼	-0.8%	4,060	0.6%	Aerospace
VIG Vanguard Dividend Appreciation ETF	$1,695,192	$82,195 ▼	-4.6%	8,559	0.6%	ETF
URBN Urban Outfitters	$1,693,532	$9,578 ▲	0.6%	44,206	0.6%	Retail/Wholesale
MDT Medtronic	$1,630,654	$13,055 ▼	-0.8%	18,112	0.6%	Medical
SPGI S&P Global	$1,613,077		0.0%	3,122	0.6%	Business Services
DOX Amdocs	$1,603,622	$8,573 ▼	-0.5%	18,331	0.5%	Computer and Technology
EMR Emerson Electric	$1,574,898	$13,343 ▼	-0.8%	14,400	0.5%	Industrial Products
NVS Novartis	$1,539,847	$11,502 ▼	-0.7%	13,388	0.5%	Medical
XOM Exxon Mobil	$1,517,071	$352 ▲	0.0%	12,942	0.5%	Oils/Energy
NFLX Netflix	$1,498,688	$191,503 ▲	14.7%	2,113	0.5%	Consumer Discretionary
VHT Vanguard Health Care ETF	$1,443,536	$65,474 ▼	-4.3%	5,115	0.5%	ETF
PRLB Proto Labs	$1,357,570	$8,811 ▼	-0.6%	46,223	0.5%	Industrial Products
NVDA NVIDIA	$1,254,098	$14,208 ▲	1.1%	10,327	0.4%	Computer and Technology
MYGN Myriad Genetics	$1,078,755	$5,478 ▼	-0.5%	39,385	0.4%	Medical
CPRI Capri	$1,026,411	$4,244 ▼	-0.4%	24,185	0.4%	Retail/Wholesale
PRF Invesco FTSE RAFI US 1000 ETF	$1,015,750		0.0%	25,000	0.3%	ETF
AMZN Amazon.com	$983,822		0.0%	5,280	0.3%	Retail/Wholesale
WIT Wipro	$962,746		0.0%	148,572	0.3%	Computer and Technology
UPS United Parcel Service	$920,295	$10,226 ▲	1.1%	6,750	0.3%	Transportation
INTC Intel	$916,332	$6,991 ▼	-0.8%	39,059	0.3%	Computer and Technology
TSLA Tesla	$824,658	$85,030 ▼	-9.3%	3,152	0.3%	Auto/Tires/Trucks
KLAC KLA	$779,831		0.0%	1,007	0.3%	Computer and Technology
HLN Haleon	$769,716	$28,016 ▼	-3.5%	72,752	0.3%	Medical
USMV iShares MSCI USA Min Vol Factor ETF	$732,671		0.0%	8,024	0.3%	ETF
BAC Bank of America	$700,035	$84,995 ▲	13.8%	17,642	0.2%	Finance
COST Costco Wholesale	$669,323	$13,298 ▲	2.0%	755	0.2%	Retail/Wholesale
MMM 3M	$655,844		0.0%	4,798	0.2%	Multi-Sector Conglomerates
WFC Wells Fargo & Company	$652,742	$18,077 ▲	2.8%	11,555	0.2%	Finance
VEU Vanguard FTSE All-World ex-US ETF	$608,198	$252 ▲	0.0%	9,654	0.2%	ETF
MRVL Marvell Technology	$603,428		0.0%	8,367	0.2%	Computer and Technology
JPM JPMorgan Chase & Co.	$591,251	$87,507 ▲	17.4%	2,804	0.2%	Finance
EBAY eBay	$581,599	$130 ▲	0.0%	8,933	0.2%	Retail/Wholesale
MCD McDonald's	$541,114	$60,902 ▼	-10.1%	1,777	0.2%	Retail/Wholesale
ISRG Intuitive Surgical	$486,357		0.0%	990	0.2%	Medical
DLTR Dollar Tree	$483,098		0.0%	6,870	0.2%	Retail/Wholesale
WBA Walgreens Boots Alliance	$481,875	$35,311 ▼	-6.8%	53,781	0.2%	Retail/Wholesale
ADP Automatic Data Processing	$466,290		0.0%	1,685	0.2%	Business Services
PFE Pfizer	$462,069	$984 ▼	-0.2%	15,966	0.2%	Medical
WAL Western Alliance Bancorporation	$455,889	$4,152 ▼	-0.9%	5,271	0.2%	Finance
LLY Eli Lilly and Company	$445,628		0.0%	503	0.2%	Medical
SPY SPDR S&P 500 ETF Trust	$443,435	$574 ▲	0.1%	773	0.2%	Finance
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF	$436,275		0.0%	10,500	0.1%	Manufacturing
SRE Sempra	$410,623		0.0%	4,910	0.1%	Utilities
AMAT Applied Materials	$401,069		0.0%	1,985	0.1%	Computer and Technology
KSS Kohl's	$397,373	$5,085 ▼	-1.3%	18,833	0.1%	Retail/Wholesale
PPL PPL	$384,820		0.0%	11,633	0.1%	Utilities
SHEL Shell	$367,671	$6,595 ▼	-1.8%	5,575	0.1%	Oils/Energy
VUG Vanguard Growth ETF	$360,317	$1,919 ▼	-0.5%	939	0.1%	ETF
MA Mastercard	$352,570		0.0%	714	0.1%	Business Services
HIPO Hippo	$341,145		0.0%	20,210	0.1%	Finance

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

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 (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

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools