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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GSK plc

GSK|37733W204

Shares:62.3K

Value:$2.4M

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

NVIDIA CORP

NVDA|67066G104

Shares:21.3K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$286.4M)

URBAN OUTFITTERS INC

URBN|917047102

Shares:43.7K

Value:$2.3M

% of Portfolio:0.8% ($2.3M/$286.4M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:9.0K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$286.4M)

ABBOTT LABORATORIES

ABT|002824100

Shares:16.7K

Value:$2.2M

% of Portfolio:0.8% ($2.2M/$286.4M)

ANALOG DEVICES INC

ADI|032654105

Shares:10.4K

Value:$2.1M

% of Portfolio:0.7% ($2.1M/$286.4M)

ORACLE CORP

ORCL|68389X105

Shares:14.6K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$286.4M)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:4.0K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$286.4M)

921946406

VYM|921946406

Shares:15.3K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$286.4M)

PEPSICO INC

PEP|713448108

Shares:13.0K

Value:$2.0M

% of Portfolio:0.7% ($2.0M/$286.4M)

NETFLIX INC

NFLX|64110L106

Shares:2.1K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$286.4M)

STARBUCKS CORP

SBUX|855244109

Shares:19.2K

Value:$1.9M

% of Portfolio:0.7% ($1.9M/$286.4M)

922908744

VTV|922908744

Shares:10.4K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$286.4M)

COCA COLA CO

KO|191216100

Shares:24.6K

Value:$1.8M

% of Portfolio:0.6% ($1.8M/$286.4M)

HOME DEPOT, INC.

HD|437076102

Shares:4.5K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$286.4M)

AMDOCS LTD

DOX|G02602103

Shares:18.2K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$286.4M)

921908844

VIG|921908844

Shares:8.5K

Value:$1.7M

% of Portfolio:0.6% ($1.7M/$286.4M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:14.6K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$286.4M)

Medtronic plc

MDT|G5960L103

Shares:17.7K

Value:$1.6M

% of Portfolio:0.6% ($1.6M/$286.4M)

S&P Global Inc.

SPGI|78409V104

Shares:3.1K

Value:$1.6M

% of Portfolio:0.5% ($1.6M/$286.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
GSK plc(GSKcusip37733W204)	62.3K	QoQ -0.43% (-272) YoY -1.06% (-673)	All Managers (Combined)	$2.4M	0.8% ($2.4M/$286.4M)	QoQ +14.04% (-$297.1K) YoY -10.60% (-$286.0K)
NVIDIA CORP(NVDAcusip67066G104)	21.3K	QoQ +101.15% (+10.7K) YoY +2119.37% (+20.3K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$286.4M)	QoQ +62.34% (+$886.7K) YoY +166.06% (+$1.4M)
URBAN OUTFITTERS INC(URBNcusip917047102)	43.7K	QoQ -0.26% (-117) YoY -2.70% (-1.2K)	All Managers (Combined)	$2.3M	0.8% ($2.3M/$286.4M)	QoQ -4.77% (-$114.9K) YoY +17.41% (-$339.9K)
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	9.0K	QoQ +0.01% (-1) YoY -2.64% (-244)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$286.4M)	QoQ -2.17% (-$49.4K) YoY -10.01% (-$247.8K)
ABBOTT LABORATORIES(ABTcusip002824100)	16.7K	QoQ -0.58% (-98) YoY -2.42% (-414)	All Managers (Combined)	$2.2M	0.8% ($2.2M/$286.4M)	QoQ +16.58% (-$314.8K) YoY +13.87% (-$269.7K)
ANALOG DEVICES INC(ADIcusip032654105)	10.4K	QoQ +0.01% (-2) YoY -4.55% (-494)	All Managers (Combined)	$2.1M	0.7% ($2.1M/$286.4M)	QoQ -5.06% (-$111.4K) YoY -2.68% (-$57.7K)
ORACLE CORP(ORCLcusip68389X105)	14.6K	QoQ +2.46% (-350) YoY -8.02% (-1.3K)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$286.4M)	QoQ -14.03% (-$332.1K) YoY +2.37% (-$47.1K)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	4.0K	QoQ -0.29% (-12) YoY -1.46% (-60)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$286.4M)	QoQ +6.91% (-$129.8K) YoY +14.22% (-$249.9K)
(VYMcusip921946406)	15.3K	QoQ +7.76% (+1.1K) YoY +6.89% (+987)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$286.4M)	QoQ +8.92% (+$161.7K) YoY +13.93% (+$241.4K)
PEPSICO INC(PEPcusip713448108)	13.0K	QoQ +1.55% (+200) YoY -0.38% (-50)	All Managers (Combined)	$2.0M	0.7% ($2.0M/$286.4M)	QoQ +0.14% (+$2.8K) YoY -14.65% (-$335.4K)
NETFLIX INC(NFLXcusip64110L106)	2.1K	QoQ +0.14% (+3) YoY +12.64% (+233)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$286.4M)	QoQ +4.77% (+$88.2K) YoY +72.95% (+$816.6K)
STARBUCKS CORP(SBUXcusip855244109)	19.2K	QoQ -1.29% (-252) YoY +242.48% (+13.6K)	All Managers (Combined)	$1.9M	0.7% ($1.9M/$286.4M)	QoQ +6.10% (-$108.5K) YoY +267.58% (+$1.4M)
(VTVcusip922908744)	10.4K	QoQ +6.34% (+623) YoY +2.64% (+269)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$286.4M)	QoQ +8.50% (+$141.5K) YoY +8.87% (+$147.1K)
COCA COLA CO(KOcusip191216100)	24.6K	QoQ -0.40% (-100) YoY -3.63% (-930)	All Managers (Combined)	$1.8M	0.6% ($1.8M/$286.4M)	QoQ +14.56% (-$224.4K) YoY +12.80% (-$200.3K)
HOME DEPOT, INC.(HDcusip437076102)	4.5K	QoQ 0.00% (-0) YoY -3.19% (-150)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$286.4M)	QoQ -5.78% (-$102.4K) YoY -7.50% (-$135.4K)
AMDOCS LTD(DOXcusipG02602103)	18.2K	QoQ +0.01% (+3) YoY -1.29% (-239)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$286.4M)	QoQ +7.48% (+$115.9K) YoY -0.06% (-$1.1K)
(VIGcusip921908844)	8.5K	QoQ +7.21% (+574) YoY -3.00% (-264)	All Managers (Combined)	$1.7M	0.6% ($1.7M/$286.4M)	QoQ +6.20% (+$96.7K) YoY +3.04% (-$49.0K)
EMERSON ELECTRIC CO(EMRcusip291011104)	14.6K	QoQ +1.76% (-252) YoY -0.10% (-16)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$286.4M)	QoQ -9.97% (-$176.7K) YoY -3.43% (-$56.8K)
Medtronic plc(MDTcusipG5960L103)	17.7K	QoQ -1.08% (-195) YoY -3.17% (-581)	All Managers (Combined)	$1.6M	0.6% ($1.6M/$286.4M)	QoQ +11.27% (-$161.5K) YoY -0.16% (-$2.6K)
S&P Global Inc.(SPGIcusip78409V104)	3.1K	QoQ -0.81% (-25) YoY -2.11% (-66)	All Managers (Combined)	$1.6M	0.5% ($1.6M/$286.4M)	QoQ +1.20% (-$18.4K) YoY +16.90% (-$224.6K)