AIMZ INVESTMENT ADVISORS, LLC Holdings
AIMZ INVESTMENT ADVISORS, LLC is an investment fund managing more than 197.62M US dollars. The largest holdings include Apple, Microsoft and Regeneron Pharmaceuticals. In Q3 2022 the fund bought assets of total value of 1.81M US dollars and sold assets of total value of 8.06M US dollars.
AIMZ INVESTMENT ADVISORS, LLC portfolio value:
AIMZ INVESTMENT ADVISORS, LLC quarter portfolio value change:
AIMZ INVESTMENT ADVISORS, LLC 1 year portfolio value change:
AIMZ INVESTMENT ADVISORS, LLC 3 years portfolio value change:
AIMZ INVESTMENT ADVISORS, LLC 5 years portfolio value change:
AIMZ INVESTMENT ADVISORS, LLC portfolio changes
Period | Buy | Sel |
---|---|---|
Q1 2016 | 12683000 | 1469000 |
Q2 2016 | 1921000 | 14603000 |
Q3 2016 | 4498000 | 745000 |
Q4 2016 | 2007000 | 1911000 |
Q1 2017 | 4481000 | 1760000 |
Q2 2017 | 2061000 | 1542000 |
Q3 2017 | 1960000 | 1878000 |
Q4 2017 | 4319000 | 5238000 |
Q1 2018 | 7508000 | 1858000 |
Q2 2018 | 2725000 | 1026000 |
Q3 2018 | 6011000 | 7724000 |
Q4 2018 | 3540000 | 22906000 |
Q1 2019 | 6278000 | 6778000 |
Q2 2019 | 2329000 | 779000 |
Q3 2019 | 3316000 | 2443000 |
Q4 2019 | 4017000 | 7313000 |
Q1 2020 | -3550000 | 21341000 |
Q2 2020 | 4631000 | 18222000 |
Q3 2020 | 5134000 | 6113000 |
Q4 2020 | 13549000 | 5609000 |
Q1 2021 | 5029000 | 5829000 |
Q2 2021 | 10444000 | 7273000 |
Q3 2021 | 8702000 | 4800000 |
Q4 2021 | 31285000 | 1322000 |
Q1 2022 | 2429000 | 14744000 |
Q2 2022 | -6562000 | 21495000 |
Q3 2022 | 1813000 | 8055000 |
AIMZ INVESTMENT ADVISORS, LLC 13F holdings
Stock |
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Portfolio share: 6.93% Portfolio value: 13.70M Avg. open price: $54.33 Current price: $146.61 P/L: +169.84% Sold -0.34% shares Q3 2022 |
Portfolio share: 4.15% Portfolio value: 8.19M Avg. open price: $225.4 Current price: $250.2 P/L: +11.00% Bought +0.01% shares Q3 2022 |
Portfolio share: 3.86% Portfolio value: 7.62M Avg. open price: $331.6 Current price: $755.45 P/L: +127.82% Sold -0.45% shares Q3 2022 |
Portfolio share: 3.38% Portfolio value: 6.68M Avg. open price: $201.26 Current price: $317.6 P/L: +57.80% Sold -0.28% shares Q3 2022 |
Portfolio share: 3.22% Portfolio value: 6.36M Avg. open price: $64.75 Current price: $123.3 P/L: +90.43% Bought +5.87% shares Q3 2022 |
Portfolio share: 2.81% Portfolio value: 5.56M Avg. open price: $7.71 Current price: $19.75 P/L: +156.07% Bought +0.02% shares Q2 2022 |
Portfolio share: 2.39% Portfolio value: 4.72M Avg. open price: $79.77 Current price: $123.63 P/L: +54.99% Bought +0.08% shares Q3 2022 |
Portfolio share: 2.29% Portfolio value: 4.53M Avg. open price: $161.25 Current price: $122.43 P/L: -24.07% Bought +0.84% shares Q3 2022 |
Portfolio share: 2.29% Portfolio value: 4.53M Avg. open price: $67.21 Current price: $87.98 P/L: +30.91% Sold -0.78% shares Q3 2022 |
Portfolio share: 2.24% Portfolio value: 4.41M Avg. open price: $72.67 Current price: $95.42 P/L: +31.31% Sold -0.80% shares Q3 2022 |
Portfolio share: 2.12% Portfolio value: 4.19M Avg. open price: $2,172.83 Current price: $99.48 P/L: -95.42% Bought +303.87% shares Q3 2022 |
Portfolio share: 2.06% Portfolio value: 4.06M Avg. open price: $87.19 Current price: $64.66 P/L: -25.84% Bought +0.02% shares Q3 2022 |
Portfolio share: 1.93% Portfolio value: 3.81M Avg. open price: $68.88 Current price: $84.08 P/L: +22.06% Bought +0.88% shares Q3 2022 |
Portfolio share: 1.90% Portfolio value: 3.75M Avg. open price: $94.68 Current price: $111.82 P/L: +18.10% Sold -0.12% shares Q3 2022 |
Portfolio share: 1.88% Portfolio value: 3.71M Avg. open price: $51.64 Current price: $80.7 P/L: +56.28% Bought +0.05% shares Q3 2022 |
Portfolio share: 1.79% Portfolio value: 3.54M Avg. open price: $116.27 Current price: $73.62 P/L: -36.68% Bought +1.11% shares Q3 2022 |
Portfolio share: 1.74% Portfolio value: 3.43M Avg. open price: $60.06 Current price: $68.42 P/L: +13.92% Sold -0.41% shares Q3 2022 |
Portfolio share: 1.70% Portfolio value: 3.35M Avg. open price: $208.94 Current price: $285.01 P/L: +36.41% Sold -0.16% shares Q3 2022 |
Portfolio share: 1.62% Portfolio value: 3.21M Avg. open price: $121.42 Current price: $535.04 P/L: +340.63% Sold -11.20% shares Q3 2022 |
Portfolio share: 1.60% Portfolio value: 3.15M Avg. open price: N/A Current price: N/A P/L: N/A Sold -0.42% shares Q3 2022 |
Portfolio share: 1.58% Portfolio value: 3.13M Avg. open price: $150.83 Current price: $459.41 P/L: +204.59% Sold -0.31% shares Q2 2022 |
Portfolio share: 1.53% Portfolio value: 3.03M Avg. open price: $22.5 Current price: $49.33 P/L: +119.25% Sold -0.29% shares Q3 2022 |
Portfolio share: 1.52% Portfolio value: 3.00M Avg. open price: $200.21 Current price: $327.39 P/L: +63.52% Sold -0.91% shares Q3 2022 |
Portfolio share: 1.44% Portfolio value: 2.83M Avg. open price: $96.58 Current price: $131.66 P/L: +36.33% Sold -0.20% shares Q3 2022 |
Portfolio share: 1.29% Portfolio value: 2.54M Avg. open price: $75.34 Current price: $110.01 P/L: +46.01% Sold -0.33% shares Q3 2022 |
Portfolio share: 1.29% Portfolio value: 2.54M Avg. open price: $98.95 Current price: $206.18 P/L: +108.36% Bought +0.02% shares Q3 2022 |
Portfolio share: 1.27% Portfolio value: 2.51M Avg. open price: $160.01 Current price: $178.78 P/L: +11.73% Sold -0.80% shares Q3 2022 |
Portfolio share: 1.23% Portfolio value: 2.43M Avg. open price: $107.24 Current price: $147.41 P/L: +37.46% Sold -0.10% shares Q3 2022 |
Portfolio share: 1.21% Portfolio value: 2.39M Avg. open price: $51.94 Current price: $41.21 P/L: -20.67% Sold -0.41% shares Q3 2022 |
Portfolio share: 1.18% Portfolio value: 2.34M Avg. open price: $112.43 Current price: $151.65 P/L: +34.89% Sold -0.95% shares Q3 2022 |
Portfolio share: 1.18% Portfolio value: 2.33M Avg. open price: $95.82 Current price: $163.96 P/L: +71.11% Sold -0.70% shares Q3 2022 |
Portfolio share: 1.18% Portfolio value: 2.32M Avg. open price: $52.9 Current price: $25.57 P/L: -51.66% Sold -0.16% shares Q3 2022 |
Portfolio share: 1.16% Portfolio value: 2.29M Avg. open price: $106.26 Current price: $183.12 P/L: +72.33% Sold -0.68% shares Q3 2022 |
Portfolio share: 1.12% Portfolio value: 2.20M Avg. open price: $62.42 Current price: $75.65 P/L: +21.20% Bought +0.01% shares Q3 2022 |
Portfolio share: 1.11% Portfolio value: 2.20M Avg. open price: $27.53 Current price: $27.11 P/L: -1.51% Sold -1.24% shares Q3 2022 |
Portfolio share: 1.09% Portfolio value: 2.15M Avg. open price: $37.65 Current price: $35.16 P/L: -6.61% N/A Q3 2022 |
Portfolio share: 1.08% Portfolio value: 2.14M Avg. open price: $253.41 Current price: $237.9 P/L: -6.12% Sold -0.23% shares Q3 2022 |
Portfolio share: 1.01% Portfolio value: 1.99M Avg. open price: $20.59 Current price: $8.62 P/L: -58.14% Sold -0.36% shares Q3 2022 |
Portfolio share: 0.94% Portfolio value: 1.85M Avg. open price: $93.94 Current price: $334.28 P/L: +255.84% Sold -0.37% shares Q3 2022 |
Portfolio share: 0.91% Portfolio value: 1.80M Avg. open price: $199.54 Current price: $224.19 P/L: +12.35% Sold -0.23% shares Q3 2022 |
Portfolio share: 0.89% Portfolio value: 1.75M Avg. open price: $108.22 Current price: $105.38 P/L: -2.63% Sold -0.54% shares Q3 2022 |
Portfolio share: 0.84% Portfolio value: 1.66M Avg. open price: $104.07 Current price: $139.92 P/L: +34.44% Bought +0.10% shares Q3 2022 |
Portfolio share: 0.79% Portfolio value: 1.55M Avg. open price: $70.19 Current price: $89.61 P/L: +27.67% Sold -0.24% shares Q3 2022 |
Portfolio share: 0.78% Portfolio value: 1.54M Avg. open price: $165.26 Current price: $167.9 P/L: +1.60% Bought +0.03% shares Q3 2022 |
Portfolio share: 0.78% Portfolio value: 1.54M Avg. open price: $46.04 Current price: $63.47 P/L: +37.85% Sold -0.89% shares Q3 2022 |
Portfolio share: 0.76% Portfolio value: 1.50M Avg. open price: $105.57 Current price: $78.79 P/L: -25.37% Bought +0.02% shares Q3 2022 |
Portfolio share: 0.76% Portfolio value: 1.50M Avg. open price: $151.73 Current price: $320.08 P/L: +110.95% Sold -4.41% shares Q1 2022 |
Portfolio share: 0.74% Portfolio value: 1.46M Avg. open price: $52.99 Current price: $11.79 P/L: -77.75% Sold -1.33% shares Q3 2022 |
Portfolio share: 0.74% Portfolio value: 1.45M Avg. open price: $429.58 Current price: $423.53 P/L: -1.41% Sold -2.22% shares Q1 2022 |
Portfolio share: 0.69% Portfolio value: 1.36M Avg. open price: $429.01 Current price: $182.45 P/L: -57.47% Sold -2.29% shares Q2 2021 |
Portfolio share: 0.66% Portfolio value: 1.31M Avg. open price: $84.36 Current price: $111.02 P/L: +31.60% Sold -2.81% shares Q2 2022 |
Portfolio share: 0.61% Portfolio value: 1.20M Avg. open price: $53.85 Current price: $106.85 P/L: +98.41% Sold -0.70% shares Q3 2022 |
Portfolio share: 0.60% Portfolio value: 1.18M Avg. open price: $115.76 Current price: $181.16 P/L: +56.50% Sold -5.18% shares Q1 2022 |
Portfolio share: 0.59% Portfolio value: 1.17M Avg. open price: $111.7 Current price: $143.56 P/L: +28.52% Sold -4.66% shares Q3 2022 |
Portfolio share: 0.58% Portfolio value: 1.14M Avg. open price: $87.55 Current price: $95.15 P/L: +8.68% Bought +0.02% shares Q3 2022 |
Portfolio share: 0.56% Portfolio value: 1.10M Avg. open price: $83.3 Current price: $147.84 P/L: +77.49% Sold -1.22% shares Q3 2022 |
Portfolio share: 0.55% Portfolio value: 1.09M Avg. open price: $108.72 Current price: $156.13 P/L: +43.61% Sold -1.94% shares Q3 2022 |
Portfolio share: 0.54% Portfolio value: 1.06M Avg. open price: $75.53 Current price: $90.96 P/L: +20.43% Sold -0.71% shares Q3 2022 |
Portfolio share: 0.53% Portfolio value: 1.05M Avg. open price: N/A Current price: $58.29 P/L: N/A Sold -0.54% shares Q1 2022 |
Portfolio share: 0.52% Portfolio value: 1.03M Avg. open price: $37.31 Current price: $79.43 P/L: +112.91% Sold -2.30% shares Q3 2022 |
Portfolio share: 0.51% Portfolio value: 1.00M Avg. open price: $213.18 Current price: $252.99 P/L: +18.68% Sold -4.66% shares Q3 2022 |
Portfolio share: 0.50% Portfolio value: 980K Avg. open price: $22.75 Current price: $28.98 P/L: +27.38% Sold -0.40% shares Q1 2022 |
Portfolio share: 0.49% Portfolio value: 968K Avg. open price: $54.41 Current price: $29.17 P/L: -46.39% Bought +0.56% shares Q3 2022 |
Portfolio share: 0.41% Portfolio value: 803K Avg. open price: $41.79 Current price: $20.01 P/L: -52.12% Sold -1.41% shares Q2 2022 |
Portfolio share: 0.38% Portfolio value: 755K Avg. open price: $25.4 Current price: $50.73 P/L: +99.69% Sold -0.27% shares Q3 2022 |
Portfolio share: 0.36% Portfolio value: 716K Avg. open price: $4.25 Current price: $5.04 P/L: +18.47% Bought +0.06% shares Q2 2022 |
Portfolio share: 0.36% Portfolio value: 707K Avg. open price: N/A Current price: $20.13 P/L: N/A Sold -0.62% shares Q2 2022 |
Portfolio share: 0.35% Portfolio value: 694K Avg. open price: N/A Current price: $159.83 P/L: N/A N/A Q2 2018 |
Portfolio share: 0.33% Portfolio value: 659K Avg. open price: $169.12 Current price: $124.63 P/L: -26.31% Sold -0.42% shares Q3 2022 |
Portfolio share: 0.32% Portfolio value: 630K Avg. open price: $18.22 Current price: $34.47 P/L: +89.22% Sold -0.48% shares Q3 2022 |
Portfolio share: 0.30% Portfolio value: 600K Avg. open price: $40.16 Current price: $29.49 P/L: -26.58% Sold -0.17% shares Q3 2022 |
Portfolio share: 0.30% Portfolio value: 595K Avg. open price: $101.47 Current price: $271.59 P/L: +167.66% Sold -13.44% shares Q3 2022 |
Portfolio share: 0.28% Portfolio value: 556K Avg. open price: N/A Current price: $7.15 P/L: N/A N/A Q3 2022 |
Portfolio share: 0.28% Portfolio value: 552K Avg. open price: $30.01 Current price: $43.66 P/L: +45.51% Sold -5.40% shares Q1 2022 |
Portfolio share: 0.27% Portfolio value: 530K Avg. open price: N/A Current price: N/A P/L: N/A Bought +0.30% shares Q3 2020 |
Portfolio share: 0.26% Portfolio value: 516K Avg. open price: $43.73 Current price: $51.48 P/L: +17.73% Bought +0.04% shares Q3 2022 |
Portfolio share: 0.25% Portfolio value: 490K Avg. open price: $3,240.46 Current price: $91.02 P/L: -97.19% Bought +9.05% shares Q1 2022 |
Portfolio share: 0.24% Portfolio value: 466K Avg. open price: $465.59 Current price: $312.59 P/L: -32.86% Sold -1.25% shares Q4 2021 |
Portfolio share: 0.21% Portfolio value: 423K Avg. open price: $60.25 Current price: $42.97 P/L: -28.69% Sold -27.25% shares Q1 2022 |
Portfolio share: 0.21% Portfolio value: 415K Avg. open price: $53.56 Current price: $103.55 P/L: +93.33% Sold -5.94% shares Q3 2021 |
Portfolio share: 0.19% Portfolio value: 381K Avg. open price: N/A Current price: $264.32 P/L: N/A Sold -2.83% shares Q3 2019 |
Portfolio share: 0.19% Portfolio value: 368K Avg. open price: N/A Current price: $163.69 P/L: N/A N/A Q4 2020 |
Portfolio share: 0.19% Portfolio value: 367K Avg. open price: $68.93 Current price: $43.94 P/L: -36.25% Bought +0.02% shares Q3 2022 |
Portfolio share: 0.18% Portfolio value: 364K Avg. open price: N/A Current price: $29.08 P/L: N/A Sold -1.03% shares Q3 2022 |
Portfolio share: 0.18% Portfolio value: 355K Avg. open price: $54.01 Current price: $62.25 P/L: +15.25% Sold -0.83% shares Q4 2021 |
Portfolio share: 0.18% Portfolio value: 349K Avg. open price: N/A Current price: $488.66 P/L: N/A Sold -13.45% shares Q3 2022 |
Portfolio share: 0.16% Portfolio value: 321K Avg. open price: N/A Current price: $57.4 P/L: N/A Sold -1.53% shares Q3 2022 |
Portfolio share: 0.16% Portfolio value: 320K Avg. open price: N/A Current price: $388.57 P/L: N/A Sold -1.21% shares Q4 2021 |
Portfolio share: 0.15% Portfolio value: 306K Avg. open price: $98.97 Current price: $165.9 P/L: +67.63% N/A Q2 2020 |
Portfolio share: 0.15% Portfolio value: 288K Avg. open price: $902.54 Current price: $99.87 P/L: -88.93% Sold -16.67% shares Q2 2022 |
Portfolio share: 0.14% Portfolio value: 281K Avg. open price: $338.93 Current price: $400.01 P/L: +18.02% Sold -3.55% shares Q2 2022 |
Portfolio share: 0.14% Portfolio value: 276K Avg. open price: $153.74 Current price: $131.37 P/L: -14.55% Bought +10.46% shares Q3 2021 |
Portfolio share: 0.14% Portfolio value: 276K Avg. open price: $136.55 Current price: $215.6 P/L: +57.89% Sold -2.93% shares Q4 2021 |
Portfolio share: 0.13% Portfolio value: 260K Avg. open price: $68.91 Current price: $176.56 P/L: +156.20% Sold -1.47% shares Q2 2022 |
Portfolio share: 0.13% Portfolio value: 257K Avg. open price: $48.32 Current price: $37.07 P/L: -23.28% Sold -3.25% shares Q3 2022 |
Portfolio share: 0.13% Portfolio value: 257K Avg. open price: N/A Current price: $119.37 P/L: N/A Sold -1.95% shares Q3 2022 |
Portfolio share: 0.13% Portfolio value: 257K Avg. open price: $27.51 Current price: $18.75 P/L: -31.85% Bought +0.90% shares Q3 2022 |
Portfolio share: 0.13% Portfolio value: 249K Avg. open price: N/A Current price: $541.43 P/L: N/A N/A Q4 2021 |
Portfolio share: 0.12% Portfolio value: 236K Avg. open price: N/A Current price: $67.85 P/L: N/A N/A Q4 2020 |
Portfolio share: 0.12% Portfolio value: 231K Avg. open price: N/A Current price: $522.34 P/L: N/A Sold -2.49% shares Q3 2022 |
Portfolio share: 0.11% Portfolio value: 225K Avg. open price: N/A Current price: $101.43 P/L: N/A Sold -2.03% shares Q2 2022 |
Portfolio share: 0.11% Portfolio value: 221K Avg. open price: $274.94 Current price: $287.73 P/L: +4.65% Bought +0.12% shares Q1 2022 |
Portfolio share: 0.11% Portfolio value: 215K Avg. open price: N/A Current price: $27.24 P/L: N/A N/A Q4 2020 |
Portfolio share: 0.11% Portfolio value: 212K Avg. open price: $157.77 Current price: $153.11 P/L: -2.95% Bought +6.30% shares Q3 2022 |
Portfolio share: 0.10% Portfolio value: 204K Avg. open price: N/A Current price: $106.43 P/L: N/A Sold -5.30% shares Q4 2021 |
Portfolio share: 0.05% Portfolio value: 103K Avg. open price: $5.83 Current price: $4.94 P/L: -15.30% Sold -3.20% shares Q2 2020 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $128.49 P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $39.5 P/L: N/A Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $86.96 Current price: $106.16 P/L: +22.08% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: $46.12 Current price: $54.76 P/L: +18.74% Sold -100.00% shares Q3 2022 |
Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $213.68 P/L: N/A Sold -100.00% shares Q3 2022 |
Showing TOP 111 AIMZ INVESTMENT ADVISORS's 13F holdings.
Frequently Asked Questions (FAQ)
What is the biggest position of AIMZ INVESTMENT ADVISORS, LLC?
The biggest position of the AIMZ INVESTMENT ADVISORS, LLC is Apple Inc. (AAPL) with 6.93% portfolio share worth of 13.7M US dollars.
Top 5 AIMZ INVESTMENT ADVISORS's holdings represent 21.54% of the portfolio:
- Apple Inc. (AAPL) – 6.93%
- Microsoft Corporation (MSFT) – 4.15%
- Regeneron Pharmaceuticals, Inc. (REGN) – 3.86%
- Vertex Pharmaceuticals Incorporated (VRTX) – 3.38%
- QUALCOMM Incorporated (QCOM) – 3.22%
Who is the portfolio manager of AIMZ INVESTMENT ADVISORS, LLC?
The portfolio manager of the AIMZ INVESTMENT ADVISORS, LLC is .
What is the total asset value of the AIMZ INVESTMENT ADVISORS, LLC portfolio?
AIMZ INVESTMENT ADVISORS, LLC total asset value (portfolio value) is 197.62M US dollars.
Who is ?
is the portfolio manager of the AIMZ INVESTMENT ADVISORS, LLC.
What is (AIMZ INVESTMENT ADVISORS, LLC) fund performance?
AIMZ INVESTMENT ADVISORS's quarterly performance is -18.25%, annualy -38.55%. In the past 3 years, the value of 's portfolio has decreased by -13%. In the past 5 years, the value of the portfolio has increased by +6%.
What is the AIMZ INVESTMENT ADVISORS, LLC CIK?
AIMZ INVESTMENT ADVISORS's Central Index Key is 0001630365 .