AI
| |
AIMZ Investment Advisors, LLC13F | |
| AIMZ Investment Advisors, LLC | |
| Last update 2025-05-15 | 125 Stocks (6 new) |
| Value $286.00 Mil | Turnover 4 % |
AIMZ Investment Advisors, LLC Top Holdings of 2025-03-31
View Full List
| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 86,220 | 19,152.2 | -0.14% | 6.690 | -0.01% | 0.000 | +7.48% | -14.18% | 3,202,241.1 | Hardware | |
META | Meta Platforms Inc | 27,359 | 15,768.5 | -4.40% | 5.510 | -0.26% | 0.000 | +40.99% | +20.58% | 1,772,123.0 | Interactive Media | |
MSFT | Microsoft Corp | 29,321 | 11,006.7 | +1.77% | 3.840 | +0.07% | 0.000 | +38.00% | +20.34% | 3,755,441.4 | Software | |
VRTX | Vertex Pharmaceuticals Inc | 20,951 | 10,157.5 | -0.75% | 3.550 | -0.02% | 0.010 | -4.15% | +16.74% | 120,728.1 | Biotechnology | |
QCOM | Qualcomm Inc | 58,653 | 9,009.7 | -0.28% | 3.150 | -0.01% | 0.010 | +14.56% | +4.02% | 173,473.0 | Semiconductors | |
GOOG | Alphabet Inc | 48,101 | 7,514.8 | -4.24% | 2.620 | -0.14% | 0.000 | +24.98% | +1.11% | 2,326,066.7 | Interactive Media | |
GILD | Gilead Sciences Inc | 66,476 | 7,448.6 | -0.77% | 2.600 | -0.02% | 0.010 | +5.16% | +20.96% | 137,043.7 | Drug Manufacturers | |
GOOGL | Alphabet Inc | 43,029 | 6,654.0 | -0.38% | 2.320 | -0.01% | 0.000 | +26.47% | +1.32% | 2,326,066.7 | Interactive Media | |
REGN | Regeneron Pharmaceuticals Inc | 9,854 | 6,249.8 | 0% | 2.180 | 0% | 0.010 | -4.05% | -21.04% | 60,561.1 | Biotechnology | |
BRK.B | Berkshire Hathaway Inc | 10,793 | 5,748.1 | -0.77% | 2.010 | -0.01% | 0.000 | -8.19% | +5.48% | 1,030,137.3 | Insurance |
AIMZ Investment Advisors, LLC's Historical Top Holdings Breakdowns
AIMZ Investment Advisors, LLC's Top Stock Picks
View Full List
| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
GLOB | Globant SA | 2025-03-31 | New Buy New Buy | +1.26% | 117.72 ($179.36) 228.73 | $89.00 | -50.38% | New holding | 30,732 | 30,732 | |
ADBE | Adobe Inc | 2025-03-31 | Add Add | +0.69% | 377.84 ($428.84) 464.11 | $372.87 | -13.05% | Add 82.93% | 11,340 | 5,141 | |
NVDA | NVIDIA Corp | 2025-03-31 | Add Add | +0.41% | 106.98 ($126.74) 149.43 | $167.03 | 31.79% | Add 101.15% | 21,306 | 10,714 | |
META | Meta Platforms Inc | 2025-03-31 | Reduce Reduce | -0.26% | 576.36 ($645.17) 736.67 | $704.81 | 9.24% | Reduce -4.4% | 27,359 | -1,258 | |
GOOG | Alphabet Inc | 2025-03-31 | Reduce Reduce | -0.14% | 156.06 ($183.12) 207.71 | $192.11 | 4.91% | Reduce -4.24% | 48,101 | -2,130 | |
TROW | T. Rowe Price Group Inc | 2025-03-31 | Add Add | +0.12% | 91.57 ($105.67) 116.92 | $106.44 | 0.73% | Add 7.9% | 49,724 | 3,639 | |
WRB | WR Berkley Corp | 2025-03-31 | New Buy New Buy | +0.08% | 56.7 ($61.28) 71.27 | $68.54 | 11.85% | New holding | 3,375 | 3,375 | |
GE | GE Aerospace | 2025-03-31 | New Buy New Buy | +0.08% | 168.59 ($196.75) 212.13 | $259.00 | 31.64% | New holding | 1,102 | 1,102 | |
VZ | Verizon Communications Inc | 2025-03-31 | New Buy New Buy | +0.08% | 37.81 ($41.63) 46.49 | $42.96 | 3.19% | New holding | 5,209 | 5,209 | |
TTD | The Trade Desk Inc | 2025-03-31 | Sold Out Sold Out | -0.08% | 53.59 ($90.47) 126.58 | $81.67 | -9.73% | Sold Out | 0 | -2,000 |
AIMZ Investment Advisors, LLC Total Holding History ($B)
AIMZ Investment Advisors, LLC's Asset Allocation
AIMZ Investment Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
- 1
AIMZ Investment Advisors, LLC's Hypothetical Growth since 2025-03-31
AIMZ Investment Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AIMZ Investment Advisors, LLC's Holdings Heat Map
Size field:
AIMZ Investment Advisors, LLC's Holdings Bubble Chart
AIMZ Investment Advisors, LLC News
- 1
Survey
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
Follow Us
Disclaimers