Aimz Investment Advisors, LLC Portfolio Holdings by Sector
Aimz Investment Advisors, LLC
- $276 Million
- Q2 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
Internet Content & Information | Communication Services
META GOOG GOOGL 3 stocks |
$32,909
11.92% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT CHKP ADBE EEFT ORCL DOX 6 stocks |
$26,626
9.65% of portfolio
|
1
|
3
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
GILD AZN AMGN MRK ABBV BMY JNJ NVS 10 stocks |
$26,077
9.45% of portfolio
|
3
|
6
|
- | - |
0
Calls
0
Puts
|
|
Biotechnology | Healthcare
REGN VRTX INCY 3 stocks |
$24,787
8.98% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$18,665
6.76% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
QCOM ADI NVDA INTC MRVL AVGO 6 stocks |
$17,584
6.37% of portfolio
|
3
|
3
|
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
INFY EPAM IBM WIT 4 stocks |
$14,320
5.19% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
ETFs | ETFs
VOE VYM VTV VIG VHT PRF USMV VEU 14 stocks |
$12,878
4.67% of portfolio
|
7
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
EXPD CHRW UPS 3 stocks |
$9,556
3.46% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Computer Hardware | Technology
NTAP DELL 2 stocks |
$7,972
2.89% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Specialty Business Services | Industrials
CTAS DLB GPN 3 stocks |
$7,793
2.82% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
TROW BEN 2 stocks |
$7,430
2.69% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Devices | Healthcare
SYK ABT MDT 3 stocks |
$6,495
2.35% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
CI UNH ELV 3 stocks |
$6,224
2.25% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT DLTR COST 3 stocks |
$4,768
1.73% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$4,445
1.61% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—Specialty & Generic | Healthcare
TEVA HLN 2 stocks |
$4,348
1.58% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
LOW HD 2 stocks |
$4,220
1.53% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
PYPL MA V 3 stocks |
$3,833
1.39% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Beverages—Non-Alcoholic | Consumer Defensive
PEP KO 2 stocks |
$3,784
1.37% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ITW EMR 2 stocks |
$3,783
1.37% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO NOK 2 stocks |
$3,471
1.26% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM SHEL CVX 3 stocks |
$2,114
0.77% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
SBUX MCD 2 stocks |
$2,020
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
URBN 1 stocks |
$1,804
0.65% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
WFC BAC JPM 3 stocks |
$1,766
0.64% of portfolio
|
- |
3
|
- | - |
0
Calls
0
Puts
|
|
Scientific & Technical Instruments | Technology
TDY 1 stocks |
$1,587
0.57% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN EBAY 2 stocks |
$1,499
0.54% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Metal Fabrication | Industrials
PRLB 1 stocks |
$1,437
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
SPGI 1 stocks |
$1,392
0.5% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Semiconductor Equipment & Materials | Technology
KLAC AMAT 2 stocks |
$1,298
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$1,243
0.45% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Diagnostics & Research | Healthcare
MYGN 1 stocks |
$968
0.35% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Luxury Goods | Consumer Cyclical
CPRI 1 stocks |
$803
0.29% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
MMM HON 2 stocks |
$757
0.27% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Pharmaceutical Retailers | Healthcare
WBA 1 stocks |
$698
0.25% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$688
0.25% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
T VZ 2 stocks |
$489
0.18% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Medical Instruments & Supplies | Healthcare
ISRG 1 stocks |
$440
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Department Stores | Consumer Cyclical
KSS 1 stocks |
$438
0.16% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
NOC SPR 2 stocks |
$431
0.16% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Staffing & Employment Services | Industrials
ADP 1 stocks |
$402
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
SRE 1 stocks |
$373
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
WAL 1 stocks |
$334
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
PPL 1 stocks |
$321
0.12% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP 1 stocks |
$278
0.1% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Insurance—Life | Financial Services
AFL 1 stocks |
$262
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$208
0.08% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|