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CIK: 0001630365
Total reported value
$363.5M
$363.5M
120 檔
17.5%
In Q1 2024, AIMZ Investment Advisors, LLC's U.S. equity holdings reached a combined market value of $363.5M, distributed across 120 disclosed stock positions.
During Q1 2024, AIMZ Investment Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 5.82% | +0.03% | -2.31% | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 5.70% | -0.54% | +1.86% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.76% | -0.34% | -4.67% | |
| 4 | QCOM | Qualcomm Inc | Stock-Tech | 3.86% | +0.61% | -2.60% | |
| 5 | REGN | Regeneron Pharmaceuticals | Stock-Healthcare | 3.65% | -0.64% | -2.59% | |
| 6 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 3.40% | -0.03% | -2.13% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.06% | +0.23% | +1758.69% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.45% | +0.37% | -1.13% | |
| 9 | NTAP | Netapp Inc | Stock-Tech | 2.40% | +0.60% | -2.87% | |
| 10 | TROW | T Rowe Price Group Inc | Stock-Financials | 2.16% | +0.17% | -1.21% | |
| 11 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 2.13% | -0.38% | -1.71% | |
| 12 | CTAS | Cintas CORP | Stock-Industrials | 1.91% | -0.13% | -0.33% | |
| 13 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.87% | -0.51% | -1.49% | |
| 14 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.78% | — | -1.99% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.74% | -0.11% | -2.72% | |
| 16 | INCY | Incyte CORP | Stock-Healthcare | 1.51% | +0.14% | +13.39% | |
| 17 | AZNN | Astrazeneca Plc-spons Adr | Stock-Other | 1.50% | — | -1.40% | |
| 18 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 1.47% | -0.19% | -2.84% | |
| 19 | AMGN | Amgen Inc | Stock-Healthcare | 1.45% | -0.11% | -3.00% | |
| 20 | PYPL | Paypal Holdings Inc | Stock-Financials | 1.40% | -0.12% | -0.36% | |
| 21 | IBM | Intl Business Machines CORP | Stock-Tech | 1.35% | +0.04% | -1.54% | |
| 22 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.35% | -0.04% | -3.00% | |
| 23 | CSCO | Cisco Systems Inc | Stock-Tech | 1.35% | +0.54% | -1.35% | |
| 24 | CI | THE Cigna Group | Stock-Healthcare | 1.35% | -0.06% | -0.45% | |
| 25 | SYK | Stryker CORP | Stock-Healthcare | 1.29% | -0.14% | -3.73% | |
| 26 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.23% | — | -1.35% | |
| 27 | TEVA | Teva Pharmaceutical-sp Adr | Stock-Healthcare | 1.23% | -0.01% | -0.04% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 1.22% | -0.28% | -0.23% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | -0.34% | +189.69% | |
| 30 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.12% | -0.14% | -7.79% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.09% | +0.02% | -1.81% | |
| 32 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.06% | -0.15% | +0.20% | |
| 33 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.04% | +0.46% | -5.51% | |
| 34 | DLB | Dolby Laboratories Inc-cl A | Stock-Industrials | 1.01% | -0.12% | -2.40% | |
| 35 | GSK | Gsk Plc-spon Adr | Stock-Healthcare | 1.01% | -0.16% | -1.86% | |
| 36 | BEN | Franklin Resources Inc | Stock-Financials | 0.95% | +0.13% | -1.61% | |
| 37 | EEFT | Euronet Worldwide Inc | Stock-Tech | 0.94% | -0.02% | — | |
| 38 | ITW | Illinois Tool Works | Stock-Industrials | 0.92% | -0.06% | -4.15% | |
| 39 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.85% | -0.14% | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.10% | -3.43% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.82% | -0.09% | +0.04% | |
| 42 | ADI | Analog Devices Inc | Stock-Tech | 0.80% | +0.01% | +0.01% | |
| 43 | ORCL | Oracle CORP | Stock-Tech | 0.74% | -0.07% | -1.25% | |
| 44 | URBN | Urban Outfitters Inc | Stock-Consumer Disc | 0.73% | -0.03% | -2.60% | |
| 45 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.11% | -1.72% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.67% | -0.02% | -12.96% | |
| 47 | TDY | Teledyne Technologies Inc | Stock-Tech | 0.66% | -0.01% | -2.55% | |
| 48 | INTC | Intel CORP | Stock-Tech | 0.65% | +0.71% | +2.60% | |
| 49 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 0.65% | -0.07% | — | |
| 50 | PRLB | Proto Labs Inc | Stock-Other | 0.63% | +0.19% | -0.16% |
According to official SEC Form 13F filings, AIMZ Investment Advisors, LLC reported a total U.S. public equity portfolio value of $363.5M across 120 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, META, MSFT) accounted for 17.5% of total reported equity market value during Q1 2024.
During Q1 2024, AIMZ Investment Advisors, LLC's top holdings by market value included AAPL (5.8%)、META (5.7%)、MSFT (4.8%). The largest single position, AAPL, represented 5.8% of total portfolio value.
In Q1 2024, AIMZ Investment Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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