Aimz Investment Advisors, LLC Portfolio Holdings by Sector
Aimz Investment Advisors, LLC
- $315 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$40,016
12.69% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ADBE CHKP ORCL EEFT DOX PLTR 7 stocks |
$33,296
10.56% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD AZN AMGN ABBV JNJ BMY MRK NVS 10 stocks |
$28,556
9.05% of portfolio
|
1
|
7
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
VRTX INCY REGN GMAB 4 stocks |
$24,173
7.66% of portfolio
|
- |
4
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$21,669
6.87% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM NVDA ADI INTC MRVL AVGO 6 stocks |
$17,450
5.53% of portfolio
|
- |
5
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM INFY EPAM GLOB WIT 5 stocks |
$16,707
5.3% of portfolio
|
1
|
4
|
- | - |
0
Calls
0
Puts
|
|
ETFs | ETFs
VOE VTV VYM VIG VHT PRF VUG USMV 14 stocks |
$16,464
5.22% of portfolio
|
7
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
CHRW EXPD UPS 3 stocks |
$10,826
3.43% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$7,993
2.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS DLB GPN 3 stocks |
$7,849
2.49% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT 3 stocks |
$7,283
2.31% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL 2 stocks |
$6,961
2.21% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TROW BEN 2 stocks |
$6,776
2.15% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST DLTR 3 stocks |
$6,207
1.97% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$5,325
1.69% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO UI NOK 3 stocks |
$5,147
1.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA HLN 2 stocks |
$5,056
1.6% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$4,712
1.49% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW EMR GE 3 stocks |
$4,555
1.44% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL V MA 3 stocks |
$4,346
1.38% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$3,446
1.09% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
URBN 1 stocks |
$3,074
0.97% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC JPM BAC 3 stocks |
$2,783
0.88% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX DIS 2 stocks |
$2,684
0.85% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$2,359
0.75% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL CVX 3 stocks |
$2,110
0.67% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$2,086
0.66% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$2,052
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
PRLB 1 stocks |
$2,002
0.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$1,491
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$1,458
0.46% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$1,224
0.39% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$992
0.31% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WAL PNC 2 stocks |
$708
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
ALL TRV WRB 3 stocks |
$656
0.21% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC SPR 2 stocks |
$557
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$553
0.18% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL MET 2 stocks |
$520
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$494
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
CPRI 1 stocks |
$463
0.15% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$442
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$441
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$422
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MYGN 1 stocks |
$283
0.09% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
$268
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$265
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
KSS 1 stocks |
$221
0.07% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|