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:

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360876809

Shares:3.3K

Value:$213.2K

% of Portfolio:0.1% ($213.2K/$286.4M)

Spirit AeroSystems Holdings, Inc.

SPR|848574109

Shares:6.1K

Value:$210.2K

% of Portfolio:0.1% ($210.2K/$286.4M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:778

Value:$205.7K

% of Portfolio:0.1% ($205.7K/$286.4M)

KOHLS Corp

KSS|500255104

Shares:15.0K

Value:$122.7K

% of Portfolio:0.0% ($122.7K/$286.4M)

NOKIA CORP

NOK|654902204

Shares:19.1K

Value:$100.7K

% of Portfolio:0.0% ($100.7K/$286.4M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip360876809)✕	3.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$213.2K	0.1% ($213.2K/$286.4M)	QoQ -8.77% (-$20.5K) YoY +6.42% (+$12.9K)
Spirit AeroSystems Holdings, Inc.(SPRcusip848574109)	6.1K	QoQ 0.00% (+0) YoY 0.00% (-0)	All Managers (Combined)	$210.2K	0.1% ($210.2K/$286.4M)	QoQ +1.11% (+$2.3K) YoY -4.46% (-$9.8K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	778	QoQ NEW(+778) YoY NEW(+778)	All Managers (Combined)	$205.7K	0.1% ($205.7K/$286.4M)	QoQ NEW(+$205.7K) YoY NEW(+$205.7K)
KOHLS Corp(KSScusip500255104)	15.0K	QoQ -6.83% (-1.1K) YoY -21.64% (-4.1K)	All Managers (Combined)	$122.7K	0.0% ($122.7K/$286.4M)	QoQ -45.71% (-$103.3K) YoY -78.01% (-$435.2K)
NOKIA CORP(NOKcusip654902204)	19.1K	QoQ 0.00% (+0) YoY -7.72% (-1.6K)	All Managers (Combined)	$100.7K	0.0% ($100.7K/$286.4M)	QoQ +18.96% (+$16.0K) YoY +37.36% (-$27.4K)