Aimz-Investment-Advisors
AI_NATIVE detailed information: This accession holds the following tickers:[ "GLOB", "TROW", "SPR", "MMM", "ABT", "ABBV", "ADBE", "KSS", "ALL", "GOOGL", "T", "AVGO", "LOW", "GMAB", "WRB", "PRLB", "EBAY", "URBN", "EXPD", "GILD", "HON", "HD", "AZN", "MCD", "BEN", "QCOM", "ISRG", "ITW", "AMAT", "EMR", "META", "MYGN", "MRVL", "MA", "MDT", "MSFT", "GE", "INCY", "NVS", "TEVA", "KLAC", "ORCL", "NOC", "VHT", "PYPL", "PEP", "PNC", "UNH", "AAPL", "SPY", "HLN", "NVDA", "INTC", "PLTR", "PFE", "PG", "MRK", "VZ", "AMGN", "REGN", "SPGI", null, "SRE", "SHEL", "IBM", "SYK", "SBUX", "CI", "TRV", "UPS", "VOE", null, "PRF", "VIG", null, "GSK", "VYM", "VRTX", "AFL", "EPAM", "DLTR", "EEFT", "AMZN", null, "DOX", "VEU", "VUG", "VTV", "V", "WMT", "WBA", "WFC", "WAL", "WIT", "HIPO", "CHKP", "NOK", "INFY", null, "PPL", "TDY", "NTAP", "ADP", "BAC", "BRK-B", "BMY", "CHRW", "CPRI", "CVX", "CTAS", "CSCO", "KO", "COP", "COST", "DLB", "ADI", "USMV", "QQQ", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-14
- Total Holdings
- 125
- Total Value
- 286421871
- Accession Number
- 0001630365-25-000005
- Form Type
- 13F-HR
- Manager Name
- Aimz-Investment-Advisors
Data Enrichment
96% identified120 identified5 unidentified
Holdings
125 positions • $286.4M total value
Manager:
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Shares:21.0K
Value:$10.2M
% of Portfolio:3.5% ($10.2M/$286.4M)
Shares:9.9K
Value:$6.2M
% of Portfolio:2.2% ($6.2M/$286.4M)
Shares:23.5K
Value:$5.4M
% of Portfolio:1.9% ($5.4M/$286.4M)
Shares:38.9K
Value:$4.7M
% of Portfolio:1.6% ($4.7M/$286.4M)
Shares:18.5K
Value:$4.6M
% of Portfolio:1.6% ($4.6M/$286.4M)
Shares:42.5K
Value:$4.4M
% of Portfolio:1.5% ($4.4M/$286.4M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
Apple Inc.(AAPLcusip037833100) | 86.2K | All Managers (Combined) | $19.2M | 6.7% ($19.2M/$286.4M) | ||
| 27.4K | All Managers (Combined) | $15.8M | 5.5% ($15.8M/$286.4M) | |||
MICROSOFT CORP(MSFTcusip594918104) | 29.3K | All Managers (Combined) | $11.0M | 3.8% ($11.0M/$286.4M) | ||
| 21.0K | QoQ -0.75% (-159)YoY -3.96% (-865) | All Managers (Combined) | $10.2M | 3.5% ($10.2M/$286.4M) | ||
QUALCOMM INC/DE(QCOMcusip747525103) | 58.7K | All Managers (Combined) | $9.0M | 3.1% ($9.0M/$286.4M) | ||
Alphabet Inc.(GOOGcusip02079K107) | 48.1K | All Managers (Combined) | $7.5M | 2.6% ($7.5M/$286.4M) | ||
| 66.5K | All Managers (Combined) | $7.4M | 2.6% ($7.4M/$286.4M) | |||
Alphabet Inc.(GOOGLcusip02079K305) | 43.0K | QoQ -0.37% (-164)YoY -1.22% (-532) | All Managers (Combined) | $6.7M | 2.3% ($6.7M/$286.4M) | |
| 9.9K | QoQ 0.00% (-0)YoY -3.09% (-315) | All Managers (Combined) | $6.2M | 2.2% ($6.2M/$286.4M) | ||
| 10.8K | QoQ -0.77% (-84)YoY -2.65% (-294) | All Managers (Combined) | $5.7M | 2.0% ($5.7M/$286.4M) | ||
Infosys Ltd(INFYcusip456788108) | 307.4K | QoQ 0.00% (-0) | All Managers (Combined) | $5.6M | 2.0% ($5.6M/$286.4M) | |
CINTAS CORP(CTAScusip172908105) | 26.6K | All Managers (Combined) | $5.5M | 1.9% ($5.5M/$286.4M) | ||
| 23.5K | QoQ -0.84% (-200)YoY -1.77% (-425) | All Managers (Combined) | $5.4M | 1.9% ($5.4M/$286.4M) | ||
NetApp, Inc.(NTAPcusip64110D104) | 58.3K | QoQ -0.12% (-70) | All Managers (Combined) | $5.1M | 1.8% ($5.1M/$286.4M) | |
| 38.9K | QoQ -0.16% (-66)YoY -1.23% (-485) | All Managers (Combined) | $4.7M | 1.6% ($4.7M/$286.4M) | ||
| 18.5K | QoQ -0.18% (-35)YoY -2.28% (-433) | All Managers (Combined) | $4.6M | 1.6% ($4.6M/$286.4M) | ||
| 49.7K | All Managers (Combined) | $4.6M | 1.6% ($4.6M/$286.4M) | |||
| 70.9K | All Managers (Combined) | $4.4M | 1.5% ($4.4M/$286.4M) | |||
| 42.5K | QoQ -0.23% (-101)YoY -2.10% (-916) | All Managers (Combined) | $4.4M | 1.5% ($4.4M/$286.4M) | ||
ADOBE INC.(ADBEcusip00724F101) | 11.3K | All Managers (Combined) | $4.3M | 1.5% ($4.3M/$286.4M) |