$112 Million is the total value of AIMZ Investment Advisors, LLC's 94 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CI | CIGNA CORPORATION | $1,284,000 | +2.4% | 9,625 | 0.0% | 1.15% | +2.3% | |
| NVS | NOVARTIS A Gsponsored adr | $1,112,000 | -7.7% | 15,265 | 0.0% | 0.99% | -7.8% | |
| MSCC | MICROSEMI CORP | $739,000 | +28.7% | 13,684 | 0.0% | 0.66% | +28.8% | |
| VYM | VANGUARD WHITEHALL FDS INChigh div yld | $642,000 | +5.1% | 8,476 | 0.0% | 0.57% | +4.9% | |
| PPL | PPL CORP | $603,000 | -1.5% | 17,700 | 0.0% | 0.54% | -1.5% | |
| YHOO | YAHOO INC | $572,000 | -10.3% | 14,794 | 0.0% | 0.51% | -10.5% | |
| PRF | POWERSHARES ETF TRUSTftse rafi 1000 | $498,000 | +6.4% | 5,000 | 0.0% | 0.44% | +6.2% | |
| RDSA | ROYAL DUTCH SHELL PLCspons adr a | $477,000 | +8.7% | 8,775 | 0.0% | 0.43% | +8.4% | |
| FRT | FEDERAL REALTY INVT TRsh ben int new | $469,000 | -7.7% | 3,300 | 0.0% | 0.42% | -7.7% | |
| MCD | MCDONALDS CORP | $455,000 | +5.6% | 3,734 | 0.0% | 0.41% | +5.4% | |
| PYPL | PAYPAL HLDGS INC | $402,000 | -3.6% | 10,173 | 0.0% | 0.36% | -3.8% | |
| VZ | VERIZON COMMUNICATIONS INC | $386,000 | +2.7% | 7,232 | 0.0% | 0.34% | +2.7% | |
| USMV | ISHARES TRmin vol usa etf | $363,000 | -0.5% | 8,024 | 0.0% | 0.32% | -0.6% | |
| EBAY | EBAY INC | $301,000 | -9.9% | 10,138 | 0.0% | 0.27% | -10.0% | |
| BMY | BRISTOL MYERS SQUIBB CO | $297,000 | +8.4% | 5,087 | 0.0% | 0.27% | +8.6% | |
| JPM | JPMORGAN CHASE & CO | $268,000 | +29.5% | 3,102 | 0.0% | 0.24% | +29.7% | |
| MET | METLIFE INC | $249,000 | +21.5% | 4,613 | 0.0% | 0.22% | +21.9% | |
| TRV | TRAVELERS COMPANIES INC | $237,000 | +6.8% | 1,940 | 0.0% | 0.21% | +6.5% | |
| HTBK | HERITAGE COMMERCE CORP | $235,000 | +32.0% | 16,279 | 0.0% | 0.21% | +32.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 36 | Q3 2023 | 7.9% |
| MICROSOFT CORP | 36 | Q3 2023 | 4.9% |
| QUALCOMM INC | 36 | Q3 2023 | 4.4% |
| C H ROBINSON WORLDWIDE INC | 36 | Q3 2023 | 3.9% |
| INFOSYS LTD | 36 | Q3 2023 | 3.4% |
| NETAPP INC | 36 | Q3 2023 | 4.1% |
| CISCO SYS INC | 36 | Q3 2023 | 3.1% |
| EXPEDITORS INTL WASH INC | 36 | Q3 2023 | 2.5% |
| INTERNATIONAL BUSINESS MACHS | 36 | Q3 2023 | 3.6% |
| AMGEN INC | 36 | Q3 2023 | 2.9% |
View AIMZ Investment Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-01-29 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-09 |
| 13F-HR | 2023-05-16 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-15 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-09 |
View AIMZ Investment Advisors, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.