Aimz Investment Advisors, LLC Portfolio Holdings by Sector
Aimz Investment Advisors, LLC
- $295 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$35,340
11.96% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE CHKP ORCL EEFT DOX PLTR 7 stocks |
$33,057
11.19% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD AZN AMGN ABBV BMY JNJ MRK NVS 10 stocks |
$26,989
9.13% of portfolio
|
1
|
8
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX REGN INCY GMAB 4 stocks |
$22,474
7.61% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
INFY IBM EPAM GLOB WIT 5 stocks |
$18,832
6.37% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$17,599
5.96% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM NVDA ADI INTC MRVL AVGO TXN 7 stocks |
$16,486
5.58% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
VOE VYM VTV VIG VHT PRF USMV VEU 14 stocks |
$13,558
4.59% of portfolio
|
2
|
8
|
- | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD CHRW UPS 3 stocks |
$9,140
3.09% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS DLB GPN 3 stocks |
$8,401
2.84% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT 3 stocks |
$7,411
2.51% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TROW BEN 2 stocks |
$6,650
2.25% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL 2 stocks |
$6,382
2.16% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DLTR 3 stocks |
$6,029
2.04% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI UNH 2 stocks |
$5,619
1.9% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO UI NOK 3 stocks |
$5,180
1.75% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,177
1.75% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL V MA 3 stocks |
$4,839
1.64% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA HLN 2 stocks |
$4,432
1.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW EMR GE 3 stocks |
$4,420
1.5% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$4,232
1.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
KO PEP 2 stocks |
$3,454
1.17% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
URBN 1 stocks |
$3,136
1.06% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$3,005
1.02% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM BAC 3 stocks |
$2,591
0.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$2,190
0.74% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$2,063
0.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL CVX 3 stocks |
$2,027
0.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$1,942
0.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
PRLB 1 stocks |
$1,637
0.55% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$1,579
0.53% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$1,278
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$1,006
0.34% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$912
0.31% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WAL PNC 2 stocks |
$644
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL TRV WRB 3 stocks |
$624
0.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$558
0.19% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$537
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$519
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MET 2 stocks |
$498
0.17% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC SPR 2 stocks |
$496
0.17% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$481
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
CPRI 1 stocks |
$420
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$385
0.13% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$372
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$278
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$252
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MYGN 1 stocks |
$208
0.07% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
KSS 1 stocks |
$126
0.04% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|