Aimz Investment Advisors, LLC Portfolio Holdings by Sector
Aimz Investment Advisors, LLC
- $265 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$30,073
11.36% of portfolio
|
  2  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
GILD AZN AMGN MRK ABBV BMY JNJ NVS 10 stocks |
$26,678
10.08% of portfolio
|
  1  
|
  8  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT CHKP ADBE EEFT ORCL DOX 6 stocks |
$26,144
9.87% of portfolio
|
- |
  5  
|
- | - |
0
Calls
0
Puts
|
Biotechnology | Healthcare
REGN VRTX INCY 3 stocks |
$22,947
8.67% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
QCOM ADI INTC NVDA MRVL 5 stocks |
$15,730
5.94% of portfolio
|
  2  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$15,595
5.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
ETFs | ETFs
VOE VYM VTV VIG VHT PRF VEU USMV 13 stocks |
$12,595
4.76% of portfolio
|
  3  
|
  4  
|
- | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
INFY IBM WIT 3 stocks |
$10,187
3.85% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Integrated Freight & Logistics | Industrials
EXPD CHRW UPS 3 stocks |
$9,096
3.44% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Asset Management | Financial Services
TROW BEN 2 stocks |
$8,341
3.15% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Specialty Business Services | Industrials
CTAS DLB GPN 3 stocks |
$8,112
3.06% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Medical Devices | Healthcare
SYK ABT MDT 3 stocks |
$7,001
2.64% of portfolio
|
  1  
|
  2  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
NTAP DELL 2 stocks |
$6,695
2.53% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
CI UNH ELV 3 stocks |
$6,627
2.5% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$4,809
1.82% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,662
1.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT DLTR COST 3 stocks |
$4,502
1.7% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
PYPL MA V 3 stocks |
$4,403
1.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Specialty Industrial Machinery | Industrials
ITW EMR GE 3 stocks |
$4,329
1.63% of portfolio
|
  1  
|
  2  
|
  1  
|
- |
0
Calls
0
Puts
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA HLN 2 stocks |
$4,005
1.51% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$3,853
1.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Communication Equipment | Technology
CSCO NOK 2 stocks |
$3,693
1.39% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM SHEL CVX 3 stocks |
$2,130
0.8% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
BAC WFC JPM 3 stocks |
$1,955
0.74% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Apparel Retail | Consumer Cyclical
URBN 1 stocks |
$1,951
0.74% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$1,756
0.66% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Metal Fabrication | Industrials
PRLB 1 stocks |
$1,697
0.64% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$1,423
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$1,353
0.51% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$1,328
0.5% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$1,280
0.48% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$1,132
0.43% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Luxury Goods | Consumer Cyclical
CPRI 1 stocks |
$1,104
0.42% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Restaurants | Consumer Cyclical
MCD SBUX 2 stocks |
$1,069
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
MYGN 1 stocks |
$843
0.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Conglomerates | Industrials
MMM HON 2 stocks |
$765
0.29% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$609
0.23% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Department Stores | Consumer Cyclical
KSS 1 stocks |
$557
0.21% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
WAL PNC 2 stocks |
$543
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Telecom Services | Communication Services
T VZ 2 stocks |
$488
0.18% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
NOC SPR 2 stocks |
$473
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$420
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$395
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$352
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$320
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas E&P | Energy
COP 1 stocks |
$310
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Insurance—Life | Financial Services
AFL 1 stocks |
$258
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$205
0.08% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|