| |
|
|
| Name: |
AIMZ Investment Advisors LLC |
| City: |
LOS ALTOS |
| State: |
CA |
| Zip: |
94022 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
30 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
EEFT |
Euronet Worldwide Inc |
37 |
- |
$103.61 |
$2,520,000 |
22,925 |
0.94% |
193,000 |
0 |
0.044 |
Business Services |
|
|
PEP |
Pepsico Inc |
39 |
- |
$182.19 |
$2,289,000 |
13,081 |
0.85% |
67,000 |
0 |
0.001 |
Beverage Soft Drinks... |
|
|
VYM |
Vanguard High Dividend Yiel... |
49 |
- |
$121.51 |
$1,733,000 |
14,320 |
0.65% |
134,000 |
0 |
0.004 |
Closed - End Fund - Debt |
|
|
NFLX |
Netflix Inc |
62 |
- |
$621.10 |
$1,119,000 |
1,843 |
0.42% |
222,000 |
0 |
0 |
Music & Video Stores |
|
|
PRF |
Invesco FTSE RAFI US |
65 |
- |
$36.69 |
$962,000 |
25,000 |
0.36% |
82,000 |
0 |
0.014 |
Closed - End Fund - E... |
|
|
AMZN |
Amazon.com Inc |
66 |
- |
$184.70 |
$952,000 |
5,280 |
0.36% |
150,000 |
0 |
0 |
Internet Software & S... |
|
|
KLAC |
KLA-Tencor Corp |
74 |
- |
$747.68 |
$703,000 |
1,007 |
0.26% |
118,000 |
0 |
0.001 |
Semiconductor Equipme... |
|
|
USMV |
iShares MSCI USA Minimum Vo... |
76 |
- |
$0.00 |
$671,000 |
8,024 |
0.25% |
45,000 |
0 |
0 |
N/A |
|
|
MRVL |
Marvell Technology, Inc. |
77 |
- |
$71.92 |
$628,000 |
8,867 |
0.23% |
93,000 |
0 |
0.001 |
N/A |
|
|
MCD |
McDonalds Corp |
80 |
- |
$272.38 |
$557,000 |
1,977 |
0.21% |
-29,000 |
0 |
0 |
Restaurants |
|
|
COST |
Costco Wholesale Corp |
81 |
- |
$795.81 |
$542,000 |
740 |
0.2% |
54,000 |
0 |
0 |
Discount, Variety Stores |
|
|
JPM |
JP Morgan Chase & Co |
82 |
- |
$204.79 |
$519,000 |
2,589 |
0.19% |
79,000 |
0 |
0 |
Domestic Money Center... |
|
|
AMAT |
Applied Materials Inc |
87 |
- |
$212.08 |
$430,000 |
2,085 |
0.16% |
92,000 |
0 |
0 |
Semiconductor Equipme... |
|
|
ADP |
Automatic Data Processing Inc |
88 |
- |
$252.33 |
$421,000 |
1,685 |
0.16% |
28,000 |
0 |
0 |
Business Software & S... |
|
|
PRFZ |
Invesco FTSE RAFI US 1500 S... |
89 |
- |
$36.72 |
$412,000 |
10,500 |
0.15% |
18,000 |
0 |
0.012 |
Closed - End Fund - E... |
|
|
ISRG |
Intuitive Surgical Inc |
91 |
- |
$372.63 |
$395,000 |
990 |
0.15% |
61,000 |
0 |
0 |
Medical Appliances & ... |
|
|
LLY |
Eli Lilly & Co |
92 |
- |
$770.00 |
$391,000 |
503 |
0.15% |
98,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
HIPO |
Hippo Holdings Inc. |
94 |
- |
$17.54 |
$369,000 |
20,210 |
0.14% |
185,000 |
0 |
0.004 |
N/A |
|
|
SRE |
Sempra Energy |
95 |
- |
$71.98 |
$353,000 |
4,910 |
0.13% |
-14,000 |
0 |
0.001 |
Electric Utilities |
|
|
MA |
MasterCard Inc A |
96 |
- |
$460.27 |
$344,000 |
714 |
0.13% |
39,000 |
0 |
0 |
Business Services |
|
|
WAL |
Western Alliance Bancorpora... |
97 |
- |
$64.96 |
$341,000 |
5,319 |
0.13% |
-9,000 |
0 |
0.005 |
Domestic Regional Banks |
|
|
V |
Visa Inc |
100 |
- |
$280.10 |
$305,000 |
1,094 |
0.11% |
20,000 |
0 |
0 |
Business Services |
|
|
VUG |
Vanguard Growth VIPERS |
101 |
- |
$350.63 |
$290,000 |
843 |
0.11% |
28,000 |
0 |
0 |
Closed - End Fund - E... |
|
|
SCHV |
Schwab Strategic Trust |
102 |
- |
$75.86 |
$289,000 |
3,800 |
0.11% |
23,000 |
0 |
0.003 |
Closed - End Fund - Debt |
|
|
GPN |
Global Payments Inc |
103 |
- |
$127.47 |
$278,000 |
2,078 |
0.1% |
14,000 |
0 |
0.001 |
Business Services |
|
|
HON |
Honeywell International Inc |
106 |
- |
$205.97 |
$258,000 |
1,255 |
0.1% |
-5,000 |
0 |
0.001 |
Conglomerates |
|
|
AFL |
AFLAC Inc |
107 |
- |
$88.37 |
$258,000 |
3,005 |
0.1% |
10,000 |
0 |
0 |
Life & Health Insurance |
|
|
NOC |
Northrop Grumman Corp |
108 |
- |
$470.22 |
$254,000 |
530 |
0.09% |
6,000 |
0 |
0 |
Aerospace/Defense - M... |
|
|
CVX |
Chevron Corp |
110 |
- |
$162.67 |
$247,000 |
1,566 |
0.09% |
13,000 |
0 |
0 |
Integrated Oil & Gas |
|
|
MVLA |
Movella Holdings Ord Shs |
120 |
- |
$0.00 |
$1,000 |
10,400 |
0% |
-5,000 |
0 |
0.02 |
N/A |
|
