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

SEC FilingSEC DataHachi Filing

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
CIK: aimz-investment-advisors
Manager Name: Aimz-Investment-Advisors

Data Enrichment

96% identified

120 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

125 positions • $286.4M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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Walmart Inc.

WMT|931142103

Shares:49.1K

Value:$4.3M

% of Portfolio:1.5% ($4.3M/$286.4M)

ASTRAZENECA PLC

AZN|046353108

Shares:57.6K

Value:$4.2M

% of Portfolio:1.5% ($4.2M/$286.4M)

INCYTE CORP

INCY|45337C102

Shares:68.9K

Value:$4.2M

% of Portfolio:1.5% ($4.2M/$286.4M)

AMGEN INC

AMGN|031162100

Shares:13.2K

Value:$4.1M

% of Portfolio:1.4% ($4.1M/$286.4M)

EPAM Systems, Inc.

EPAM|29414B104

Shares:22.4K

Value:$3.8M

% of Portfolio:1.3% ($3.8M/$286.4M)

Globant S.A.

GLOB|L44385109

Shares:30.7K

Value:$3.6M

% of Portfolio:1.3% ($3.6M/$286.4M)

PayPal Holdings, Inc.

PYPL|70450Y103

Shares:54.8K

Value:$3.6M

% of Portfolio:1.2% ($3.6M/$286.4M)

TEVA PHARMACEUTICAL INDUSTRIES LTD

TEVA|881624209

Shares:226.0K

Value:$3.5M

% of Portfolio:1.2% ($3.5M/$286.4M)

STRYKER CORP

SYK|863667101

Shares:9.1K

Value:$3.4M

% of Portfolio:1.2% ($3.4M/$286.4M)

AbbVie Inc.

ABBV|00287Y109

Shares:15.7K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$286.4M)

GENMAB A/S

GMAB|372303206

Shares:167.8K

Value:$3.3M

% of Portfolio:1.1% ($3.3M/$286.4M)

BRISTOL MYERS SQUIBB CO

BMY|110122108

Shares:52.9K

Value:$3.2M

% of Portfolio:1.1% ($3.2M/$286.4M)

Cigna Group

CI|125523100

Shares:9.5K

Value:$3.1M

% of Portfolio:1.1% ($3.1M/$286.4M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:5.6K

Value:$2.9M

% of Portfolio:1.0% ($2.9M/$286.4M)

LOWES COMPANIES INC

LOW|548661107

Shares:11.7K

Value:$2.7M

% of Portfolio:1.0% ($2.7M/$286.4M)

Dolby Laboratories, Inc.

DLB|25659T107

Shares:32.1K

Value:$2.6M

% of Portfolio:0.9% ($2.6M/$286.4M)

EURONET WORLDWIDE, INC.

EEFT|298736109

Shares:22.9K

Value:$2.4M

% of Portfolio:0.9% ($2.4M/$286.4M)

922908512

VOE|922908512

Shares:15.1K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$286.4M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:14.6K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$286.4M)

Merck & Co., Inc.

MRK|58933Y105

Shares:26.9K

Value:$2.4M

% of Portfolio:0.8% ($2.4M/$286.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Walmart Inc.(WMTcusip931142103)	49.1K	QoQ -0.09% (-47) YoY -2.75% (-1.4K)	All Managers (Combined)	$4.3M	1.5% ($4.3M/$286.4M)	QoQ -2.92% (-$130.0K) YoY +41.88% (-$1.3M)
ASTRAZENECA PLC(AZNcusip046353108)	57.6K	QoQ -0.31% (-180) YoY -2.73% (-1.6K)	All Managers (Combined)	$4.2M	1.5% ($4.2M/$286.4M)	QoQ +11.82% (-$447.8K) YoY +5.52% (-$221.7K)
INCYTE CORP(INCYcusip45337C102)	68.9K	QoQ -0.65% (-457) YoY -2.83% (-2.0K)	All Managers (Combined)	$4.2M	1.5% ($4.2M/$286.4M)	QoQ -12.91% (-$618.8K) YoY +3.26% (-$132.1K)
AMGEN INC(AMGNcusip031162100)	13.2K	QoQ +0.01% (+2) YoY -3.45% (-473)	All Managers (Combined)	$4.1M	1.4% ($4.1M/$286.4M)	QoQ +19.54% (+$673.4K) YoY +5.78% (-$225.3K)
EPAM Systems, Inc.(EPAMcusip29414B104)	22.4K	QoQ -0.77% (-175) YoY NEW(+22.4K)	All Managers (Combined)	$3.8M	1.3% ($3.8M/$286.4M)	QoQ -28.34% (-$1.5M) YoY NEW(+$3.8M)
Globant S.A.(GLOBcusipL44385109)	30.7K	QoQ NEW(+30.7K) YoY NEW(+30.7K)	All Managers (Combined)	$3.6M	1.3% ($3.6M/$286.4M)	QoQ NEW(+$3.6M) YoY NEW(+$3.6M)
PayPal Holdings, Inc.(PYPLcusip70450Y103)	54.8K	QoQ -0.09% (-53) YoY -2.23% (-1.3K)	All Managers (Combined)	$3.6M	1.2% ($3.6M/$286.4M)	QoQ -23.62% (-$1.1M) YoY -4.77% (-$179.3K)
TEVA PHARMACEUTICAL INDUSTRIES LTD(TEVAcusip881624209)	226.0K	QoQ -0.27% (-617) YoY -2.99% (-7.0K)	All Managers (Combined)	$3.5M	1.2% ($3.5M/$286.4M)	QoQ -30.45% (-$1.5M) YoY +5.67% (-$186.4K)
STRYKER CORP(SYKcusip863667101)	9.1K	QoQ -1.64% (-153) YoY -5.51% (-533)	All Managers (Combined)	$3.4M	1.2% ($3.4M/$286.4M)	QoQ +1.67% (-$56.2K) YoY -1.71% (-$59.4K)
AbbVie Inc.(ABBVcusip00287Y109)	15.7K	QoQ -0.29% (-46) YoY -2.25% (-362)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$286.4M)	QoQ +17.56% (-$491.5K) YoY +12.47% (-$364.8K)
GENMAB A/S(GMABcusip372303206)	167.8K	QoQ -0.66% (-1.1K) YoY NEW(+167.8K)	All Managers (Combined)	$3.3M	1.1% ($3.3M/$286.4M)	QoQ -6.80% (-$239.9K) YoY NEW(+$3.3M)
BRISTOL MYERS SQUIBB CO(BMYcusip110122108)	52.9K	QoQ -0.32% (-171) YoY +0.59% (+313)	All Managers (Combined)	$3.2M	1.1% ($3.2M/$286.4M)	QoQ +7.48% (-$224.8K) YoY +13.13% (+$374.8K)
Cigna Group(CIcusip125523100)	9.5K	QoQ 0.00% (+0) YoY -4.78% (-477)	All Managers (Combined)	$3.1M	1.1% ($3.1M/$286.4M)	QoQ +19.14% (+$501.6K) YoY -13.75% (-$497.7K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	5.6K	QoQ +0.84% (+47) YoY -1.43% (-81)	All Managers (Combined)	$2.9M	1.0% ($2.9M/$286.4M)	QoQ +4.41% (+$123.5K) YoY +4.35% (-$122.0K)
LOWES COMPANIES INC(LOWcusip548661107)	11.7K	QoQ +3.71% (-420) YoY -0.71% (-84)	All Managers (Combined)	$2.7M	1.0% ($2.7M/$286.4M)	QoQ -1.98% (-$55.4K) YoY -9.08% (-$273.3K)
Dolby Laboratories, Inc.(DLBcusip25659T107)	32.1K	QoQ -0.30% (-97) YoY -1.20% (-390)	All Managers (Combined)	$2.6M	0.9% ($2.6M/$286.4M)	QoQ +2.51% (-$63.3K) YoY -5.28% (-$143.6K)
EURONET WORLDWIDE, INC.(EEFTcusip298736109)	22.9K	QoQ -0.32% (-75) YoY -0.32% (-75)	All Managers (Combined)	$2.4M	0.9% ($2.4M/$286.4M)	QoQ +3.55% (-$83.9K) YoY -3.11% (-$78.6K)
(VOEcusip922908512)	15.1K	QoQ +6.05% (+860) YoY +6.23% (+884)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$286.4M)	QoQ +5.24% (+$120.5K) YoY +9.38% (+$207.6K)
JOHNSON & JOHNSON(JNJcusip478160104)	14.6K	QoQ +3.54% (+498) YoY +3.65% (+513)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$286.4M)	QoQ +18.72% (+$381.0K) YoY +8.66% (+$192.5K)
Merck & Co., Inc.(MRKcusip58933Y105)	26.9K	QoQ +1.12% (-298) YoY -1.98% (-545)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$286.4M)	QoQ -8.75% (-$231.8K) YoY -33.32% (-$1.2M)