| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | MOVELLA HOLDINGS INC | $0 | – | -10,400 | -100.0% | -0.00% | – | |
| NOK | Exit | NOKIA CORPsponsored adr | $0 | – | -23,200 | -100.0% | -0.04% | – |
| Exit | HIPPO HLDGS INC | $0 | – | -20,210 | -100.0% | -0.07% | – | |
| EBS | Exit | EMERGENT BIOSOLUTIONS INC | $0 | – | -51,372 | -100.0% | -0.08% | – |
| VMW | Exit | VMWARE INC | $0 | – | -1,279 | -100.0% | -0.10% | – |
| VUG | Exit | VANGUARD INDEX FDSgrowth etf | $0 | – | -842 | -100.0% | -0.10% | – |
| AFL | Exit | AFLAC INC | $0 | – | -3,005 | -100.0% | -0.10% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,270 | -100.0% | -0.10% | – |
| NOC | Exit | NORTHROP GRUMMAN CORP | $0 | – | -530 | -100.0% | -0.10% | – |
| GPN | Exit | GLOBAL PMTS INC | $0 | – | -2,078 | -100.0% | -0.11% | – |
| SCHV | Exit | SCHWAB STRATEGIC TRus lcap va etf | $0 | – | -3,800 | -100.0% | -0.11% | – |
| WAL | Exit | WESTERN ALLIANCE BANCORP | $0 | – | -5,319 | -100.0% | -0.11% | – |
| T | Exit | AT&T INC | $0 | – | -16,498 | -100.0% | -0.11% | – |
| V | Exit | VISA INC | $0 | – | -1,094 | -100.0% | -0.11% | – |
| CVX | Exit | CHEVRON CORP NEW | $0 | – | -1,566 | -100.0% | -0.12% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -503 | -100.0% | -0.12% | – |
| MA | Exit | MASTERCARD INCORPORATEDcl a | $0 | – | -714 | -100.0% | -0.13% | – |
| ISRG | Exit | INTUITIVE SURGICAL INC | $0 | – | -990 | -100.0% | -0.13% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -828 | -100.0% | -0.13% | – |
| COP | Exit | CONOCOPHILLIPS | $0 | – | -2,513 | -100.0% | -0.13% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -2,235 | -100.0% | -0.14% | – |
| PPL | Exit | PPL CORP | $0 | – | -13,268 | -100.0% | -0.14% | – |
| SRE | Exit | SEMPRA | $0 | – | -4,910 | -100.0% | -0.15% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -790 | -100.0% | -0.15% | – |
| PRFZ | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1500 | $0 | – | -10,500 | -100.0% | -0.15% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -2,639 | -100.0% | -0.17% | – |
| GOOG | Exit | ALPHABET INCcap stk cl c | $0 | – | -3,000 | -100.0% | -0.18% | – |
| Exit | SHELL PLCspon ads | $0 | – | -6,175 | -100.0% | -0.18% | – | |
| ADP | Exit | AUTOMATIC DATA PROCESSING IN | $0 | – | -1,685 | -100.0% | -0.18% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -740 | -100.0% | -0.19% | – |
| KSS | Exit | KOHLS CORP | $0 | – | -20,031 | -100.0% | -0.19% | – |
| EBAY | Exit | EBAY INC. | $0 | – | -9,826 | -100.0% | -0.19% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -1,050 | -100.0% | -0.20% | – |
| KLAC | Exit | KLA CORP | $0 | – | -1,007 | -100.0% | -0.20% | – |
| MMM | Exit | 3M CO | $0 | – | -5,225 | -100.0% | -0.22% | – |
| SBUX | Exit | STARBUCKS CORP | $0 | – | -5,659 | -100.0% | -0.23% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -1,977 | -100.0% | -0.23% | – |
| MRVL | Exit | MARVELL TECHNOLOGY INC | $0 | – | -9,867 | -100.0% | -0.24% | – |
| WFC | Exit | WELLS FARGO CO NEW | $0 | – | -13,419 | -100.0% | -0.24% | – |
| BAC | Exit | BANK AMERICA CORP | $0 | – | -20,164 | -100.0% | -0.25% | – |
| PFE | Exit | PFIZER INC | $0 | – | -16,955 | -100.0% | -0.25% | – |
| USMV | Exit | ISHARES TRmsci usa min vol | $0 | – | -8,024 | -100.0% | -0.26% | – |
| VEU | Exit | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $0 | – | -11,674 | -100.0% | -0.27% | – |
| MYGN | Exit | MYRIAD GENETICS INC | $0 | – | -40,985 | -100.0% | -0.29% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -5,280 | -100.0% | -0.30% | – |
| NFLX | Exit | NETFLIX INC | $0 | – | -1,878 | -100.0% | -0.32% | – |
| WIT | Exit | WIPRO LTDspon adr 1 sh | $0 | – | -148,560 | -100.0% | -0.32% | – |
| Exit | HALEON PLCspon ads | $0 | – | -88,271 | -100.0% | -0.33% | – | |
| PRF | Exit | INVESCO EXCHANGE TRADED FD Tftse rafi 1000 | $0 | – | -25,000 | -100.0% | -0.35% | – |
| DLTR | Exit | DOLLAR TREE INC | $0 | – | -8,093 | -100.0% | -0.38% | – |
| NXGN | Exit | NEXTGEN HEALTHCARE INC | $0 | – | -37,655 | -100.0% | -0.40% | – |
| UPS | Exit | UNITED PARCEL SERVICE INCcl b | $0 | – | -7,250 | -100.0% | -0.50% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -5,157 | -100.0% | -0.54% | – |
| TSLA | Exit | TESLA INC | $0 | – | -4,840 | -100.0% | -0.54% | – |
| PRLB | Exit | PROTO LABS INC | $0 | – | -47,699 | -100.0% | -0.56% | – |
| VIG | Exit | VANGUARD SPECIALIZED FUNDSdiv app etf | $0 | – | -8,709 | -100.0% | -0.60% | – |
| CPRI | Exit | CAPRI HOLDINGS LIMITED | $0 | – | -26,135 | -100.0% | -0.61% | – |
| INTC | Exit | INTEL CORP | $0 | – | -39,210 | -100.0% | -0.62% | – |
| VTV | Exit | VANGUARD INDEX FDSvalue etf | $0 | – | -10,123 | -100.0% | -0.62% | – |
| NVS | Exit | NOVARTIS AGsponsored adr | $0 | – | -13,728 | -100.0% | -0.62% | – |
| MDT | Exit | MEDTRONIC PLC | $0 | – | -18,318 | -100.0% | -0.64% | – |
| VYM | Exit | VANGUARD WHITEHALL FDShigh div yld | $0 | – | -14,144 | -100.0% | -0.65% | – |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -15,165 | -100.0% | -0.65% | – |
| KO | Exit | COCA COLA CO | $0 | – | -27,038 | -100.0% | -0.67% | – |
| URBN | Exit | URBAN OUTFITTERS INC | $0 | – | -47,306 | -100.0% | -0.69% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -13,330 | -100.0% | -0.70% | – |
| DOX | Exit | AMDOCS LTD | $0 | – | -19,136 | -100.0% | -0.72% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -5,400 | -100.0% | -0.73% | – |
| ORCL | Exit | ORACLE CORP | $0 | – | -16,023 | -100.0% | -0.76% | – |
| WBA | Exit | WALGREENS BOOTS ALLIANCE INC | $0 | – | -76,527 | -100.0% | -0.76% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -17,594 | -100.0% | -0.76% | – |
| TDY | Exit | TELEDYNE TECHNOLOGIES INC | $0 | – | -4,247 | -100.0% | -0.77% | – |
| VOE | Exit | VANGUARD INDEX FDSmcap vl idxvip | $0 | – | -14,251 | -100.0% | -0.83% | – |
| ADI | Exit | ANALOG DEVICES INC | $0 | – | -10,844 | -100.0% | -0.84% | – |
| PEP | Exit | PEPSICO INC | $0 | – | -13,081 | -100.0% | -0.99% | – |
| ITW | Exit | ILLINOIS TOOL WKS INC | $0 | – | -9,624 | -100.0% | -0.99% | – |
| JNJ | Exit | JOHNSON & JOHNSON | $0 | – | -14,648 | -100.0% | -1.02% | – |
| BEN | Exit | FRANKLIN RESOURCES INC | $0 | – | -93,912 | -100.0% | -1.03% | – |
| Exit | GSK PLCsponsored adr | $0 | – | -64,681 | -100.0% | -1.04% | – | |
| TEVA | Exit | TEVA PHARMACEUTICAL INDS LTDsponsored ads | $0 | – | -238,675 | -100.0% | -1.08% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -16,667 | -100.0% | -1.10% | – |
| DLB | Exit | DOLBY LABORATORIES INC | $0 | – | -33,353 | -100.0% | -1.18% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -13,004 | -100.0% | -1.20% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -19,376 | -100.0% | -1.21% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -10,203 | -100.0% | -1.24% | – |
| WMT | Exit | WALMART INC | $0 | – | -17,539 | -100.0% | -1.25% | – |
| MRK | Exit | MERCK & CO INC | $0 | – | -28,460 | -100.0% | -1.30% | – |
| BMY | Exit | BRISTOL-MYERS SQUIBB CO | $0 | – | -50,511 | -100.0% | -1.30% | – |
| CI | Exit | THE CIGNA GROUP | $0 | – | -10,585 | -100.0% | -1.35% | – |
| UNH | Exit | UNITEDHEALTH GROUP INC | $0 | – | -6,043 | -100.0% | -1.36% | – |
| PYPL | Exit | PAYPAL HLDGS INC | $0 | – | -52,312 | -100.0% | -1.36% | – |
| CHKP | Exit | CHECK POINT SOFTWARE TECH LTord | $0 | – | -24,964 | -100.0% | -1.48% | – |
| ADBE | Exit | ADOBE INC | $0 | – | -6,530 | -100.0% | -1.48% | – |
| INCY | Exit | INCYTE CORP | $0 | – | -63,062 | -100.0% | -1.62% | – |
| CTAS | Exit | CINTAS CORP | $0 | – | -7,597 | -100.0% | -1.62% | – |
| AMGN | Exit | AMGEN INC | $0 | – | -14,271 | -100.0% | -1.71% | – |
| CHRW | Exit | C H ROBINSON WORLDWIDE INC | $0 | – | -44,667 | -100.0% | -1.71% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -74,329 | -100.0% | -1.78% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -11,497 | -100.0% | -1.79% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -61,115 | -100.0% | -1.84% | – |
| EXPD | Exit | EXPEDITORS INTL WASH INC | $0 | – | -40,870 | -100.0% | -2.08% | – |
| TROW | Exit | PRICE T ROWE GROUP INC | $0 | – | -45,914 | -100.0% | -2.14% | – |
| NTAP | Exit | NETAPP INC | $0 | – | -63,669 | -100.0% | -2.15% | – |
| GILD | Exit | GILEAD SCIENCES INC | $0 | – | -70,474 | -100.0% | -2.35% | – |
| INFY | Exit | INFOSYS LTDsponsored adr | $0 | – | -325,127 | -100.0% | -2.47% | – |
| GOOGL | Exit | ALPHABET INCcap stk cl a | $0 | – | -44,412 | -100.0% | -2.58% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -63,214 | -100.0% | -3.12% | – |
| VRTX | Exit | VERTEX PHARMACEUTICALS INC | $0 | – | -22,556 | -100.0% | -3.49% | – |
| REGN | Exit | REGENERON PHARMACEUTICALS | $0 | – | -10,610 | -100.0% | -3.88% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -31,102 | -100.0% | -4.15% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -33,216 | -100.0% | -4.66% | – |
| AAPL | Exit | APPLE INC | $0 | – | -95,028 | -100.0% | -7.24% | – |
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 | 2024-01-29 |
| 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 |
| 13F-HR | 2021-11-12 |
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.