13F-HR filed by AIMZ Investment Advisors, LLC
AIMZ Investment Advisors, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-05, with 124 holding rows worth $287,852,404.
- Accession
- 0001630365-25-000002
- Filer
- CIK 1630365
- Filed
- 2025-02-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2024
A holdings report, 124 entries on the cover page, a total value of $287,852,404 stated on the cover page (in dollars after the unit check, H1), rows summing to $287,852,404 with VALUE read as dollars as filed, 13F file number 028-16614. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Apple Inc | 037833100 | COM | 86,344 | $21,622,290 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 28,617 | $16,755,332 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 28,810 | $12,143,431 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 50,231 | $9,566,015 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 58,819 | $9,035,753 | dollars as filed | |
| Vertex Pharmaceuticals Incorporated | 92532F100 | COM | 21,110 | $8,500,997 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 43,193 | $8,176,520 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 9,854 | $7,019,303 | dollars as filed | |
| NETAPP INC COM | 64110D104 | Stock | 58,324 | $6,770,227 | dollars as filed | |
| INFOSYS LTD SPONSORED ADR | 456788108 | ADR | 307,420 | $6,738,636 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 66,991 | $6,187,970 | dollars as filed | |
| EPAM SYS INC COM | 29414B104 | Stock | 22,625 | $5,290,178 | dollars as filed | |
| PRICE T ROWE GROUP INC COM | 74144T108 | Stock | 46,085 | $5,211,770 | dollars as filed | |
| TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS | 881624209 | ADR | 226,574 | $4,993,692 | dollars as filed | |
| CINTAS CORP COM | 172908105 | Stock | 27,088 | $4,948,978 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 10,877 | $4,930,327 | dollars as filed | |
| INCYTE CORP COM | 45337C102 | Stock | 69,380 | $4,792,078 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 54,862 | $4,682,472 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 49,175 | $4,442,964 | dollars as filed | |
| CHECK POINT SOFTWARE TECH LTD ORD | M22465104 | Stock | 23,739 | $4,432,071 | dollars as filed | |
| C H ROBINSON WORLDWIDE IN COM NEW | 12541W209 | Stock | 42,645 | $4,406,118 | dollars as filed | |
| EXPEDITORS INTL WASH INC COM | 302130109 | Stock | 38,939 | $4,313,315 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 70,405 | $4,167,986 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 18,584 | $4,085,258 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 57,777 | $3,785,553 | dollars as filed | |
| GENMAB A/S | 372303206 | Ordinary Shares, nominal value DKK 1 per share | 168,905 | $3,525,047 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 13,217 | $3,444,841 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 9,292 | $3,345,751 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 53,104 | $3,003,538 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 15,748 | $2,798,453 | dollars as filed | |
| UnitedHealth Group Inc | 91324P102 | COM | 5,531 | $2,798,138 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 11,303 | $2,789,626 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 6,199 | $2,756,571 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 26,600 | $2,646,195 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 9,488 | $2,619,915 | dollars as filed | |
| DOLBY LABORATORIES INC COM CL A | 25659T107 | Stock | 32,165 | $2,512,114 | dollars as filed | |
| URBAN OUTFITTERS INC | 917047102 | COM | 43,856 | $2,406,817 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 14,203 | $2,366,745 | dollars as filed | |
| EURONET WORLDWIDE INC COM | 298736109 | Stock | 22,925 | $2,357,607 | dollars as filed | |
| Vanguard Mid-Cap Value ETF | 922908512 | SHS | 14,206 | $2,298,161 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 8,971 | $2,274,651 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 10,350 | $2,198,989 | dollars as filed | |
| GSK PLC SPONSORED ADR | 37733W204 | ADR | 62,531 | $2,114,812 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 14,065 | $2,034,105 | dollars as filed | |
| PepsiCo,Inc. | 713448108 | COM | 12,831 | $1,951,082 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 16,781 | $1,898,143 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 4,043 | $1,876,479 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 2,073 | $1,847,706 | dollars as filed | |
| Vanguard High Dividend Yield ETF | 921946406 | SHS | 14,204 | $1,812,283 | dollars as filed | |
| Starbucks Corporation | 855244109 | COM | 19,469 | $1,776,556 | dollars as filed | |
| EMERSON ELEC CO COM | 291011104 | Stock | 14,302 | $1,772,403 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 4,550 | $1,769,905 | dollars as filed | |
| Vanguard Value ETF | 922908744 | SHS | 9,822 | $1,662,860 | dollars as filed | |
| PROTO LABS INC | 743713109 | COM | 42,323 | $1,654,407 | dollars as filed | |
| FRANKLIN RESOURCES INC COM | 354613101 | Stock | 80,656 | $1,636,512 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 7,960 | $1,558,889 | dollars as filed | |
| AMDOCS LTD | G02602103 | SHS | 18,184 | $1,548,178 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 24,739 | $1,540,233 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 3,081 | $1,534,258 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 17,942 | $1,433,181 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 10,592 | $1,422,385 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 12,945 | $1,392,501 | dollars as filed | |
| VANGUARD HEALTH CARE ETF | 92204A504 | ETF | 5,247 | $1,331,198 | dollars as filed | |
| NOVARTIS AG SPONSORED ADR | 66987V109 | ADR | 13,288 | $1,293,021 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 5,280 | $1,158,379 | dollars as filed | |
| Tesla Motors, Inc | 88160R101 | COM | 2,602 | $1,050,792 | dollars as filed | |
| WIPRO LTD SPON ADR 1 SH | 97651M109 | ADR | 293,412 | $1,038,678 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V613 | RAFI US 1000 ETF | 25,000 | $1,008,500 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 7,872 | $869,462 | dollars as filed | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 6,750 | $851,175 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 11,472 | $805,793 | dollars as filed | |
| Bank of America Corp | 060505104 | COM | 17,642 | $775,366 | dollars as filed | |
| iShares MSCI USA Min Vol Factor ETF | 46429B697 | SHS | 8,024 | $712,451 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 755 | $691,784 | dollars as filed | |
| HALEON PLC SPON ADS | 405552100 | ADR | 70,552 | $673,066 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 2,804 | $672,147 | dollars as filed | |
| Intel Corp | 458140100 | COM | 32,713 | $655,902 | dollars as filed | |
| KLA CORP | 482480100 | COM | 1,007 | $634,531 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 4,648 | $599,972 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 8,934 | $553,459 | dollars as filed | |
| HIPPO HOLDINGS INC | 433539202 | COMMON STOCK | 20,210 | $541,022 | dollars as filed | |
| MYRIAD GENETICS INC | 62855J104 | COM | 39,185 | $537,226 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 7,100 | $536,973 | dollars as filed | |
| Vanguard FTSE All-World ex-US ETF | 922042775 | SHS | 9,271 | $532,252 | dollars as filed | |
| Intuitive Surgical,Inc. | 46120E602 | COM | 990 | $516,740 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 1,777 | $515,135 | dollars as filed | |
| DOLLAR TREE INC COM | 256746108 | Stock | 6,870 | $514,838 | dollars as filed | |
| CAPRI HOLDINGS LIMITED | G1890L107 | SHS | 23,785 | $500,912 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 1,685 | $493,250 | dollars as filed | |
| Vanguard Growth | 922908736 | COM | 1,141 | $468,226 | dollars as filed | |
| WESTERN ALLIANCE BANCORP COM | 957638109 | Stock | 5,271 | $440,339 | dollars as filed | |
| SPY | 78462F103 | SHS | 748 | $438,649 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V597 | RAFI US 1500 | 10,500 | $436,905 | dollars as filed | |
| SEMPRA COM | 816851109 | Stock | 4,910 | $430,705 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 15,502 | $411,271 | dollars as filed | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 42,807 | $399,393 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 503 | $388,316 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 714 | $375,968 | dollars as filed | |
| PPL CORP COM | 69351T106 | Stock | 11,433 | $371,115 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 1,094 | $345,891 | dollars as filed | |
| SHELL PLC SPON ADS | 780259305 | ADR | 5,475 | $343,009 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 1,935 | $314,689 | dollars as filed | |
| Broadcom Inc. | 11135F101 | COM | 1,290 | $299,074 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524409 | US LCAP VA ETF | 11,400 | $297,198 | dollars as filed | |
| AFLAC INC COM | 001055102 | Stock | 2,834 | $293,149 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 565 | $288,998 | dollars as filed | |
| Honeywell Technologies | 438516106 | COM | 1,255 | $283,492 | dollars as filed | |
| AT&T Inc | 00206R102 | COM | 12,178 | $277,293 | dollars as filed | |
| NORTHROP GRUMMAN CORP COM | 666807102 | Stock | 530 | $248,724 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,711 | $247,885 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,438 | $241,776 | dollars as filed | |
| PNC FINL SVCS GROUP INC COM | 693475105 | Stock | 1,250 | $241,063 | dollars as filed | |
| iShares 0-3 Month Treasury Bond ETF | 46436E718 | SHS | 2,400 | $240,768 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 2,056 | $236,876 | dollars as filed | |
| THETRADEDESKINCCLASSCLASSA | 88339J105 | STOK | 2,000 | $235,060 | dollars as filed | |
| FUNDX INVT TR | 360876809 | FUNDX ETF | 3,259 | $233,691 | dollars as filed | |
| KOHLS CORP | 500255104 | COM | 16,095 | $225,976 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 1,331 | $223,142 | dollars as filed | |
| GLOBAL PMTS INC | 37940X102 | COM | 1,957 | $219,301 | dollars as filed | |
| ALLSTATE CORP COM | 020002101 | Stock | 1,100 | $212,069 | dollars as filed | |
| SPIRIT AEROSYSTEMS HLDGS INC | 848574109 | COM CL A | 6,100 | $207,888 | dollars as filed | |
| METLIFE INC COM | 59156R108 | Stock | 2,488 | $203,717 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 1,822 | $202,880 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 19,100 | $84,613 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001630365-25-000002 | this filing | 2025-02-05 | acceptance time not in the bulk data set |