Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $315 Million
  • Q3 2025

Aimz Investment Advisors, LLC has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $315 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $21.7M, Meta Platforms, Inc. with a value of $18.8M, Microsoft Corp with a value of $14.8M, Alphabet Inc. with a value of $11.1M, and Alphabet Inc. with a value of $10.2M.

Examining the 13F form we can see an increase of $20M in the current position value, from $295M to 315M.

Below you can find more details about Aimz Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $315 Million
Technology: $105 Million
Healthcare: $73.8 Million
Communication Services: $43.3 Million
Industrials: $27.3 Million
Financial Services: $22.6 Million
ETFs: $16.5 Million
Consumer Cyclical: $13.8 Million
Consumer Defensive: $9.92 Million
Other: $3.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$21.7 Million 6.87% of portfolio
85,100
Q3 2025 Reduced 0.79%
$1.37T
$18.8 Million 5.96% of portfolio
25,580
Q3 2025 Reduced 2.38%
$3.78T
$14.8 Million 4.7% of portfolio
28,620
Q3 2025 Reduced 1.02%
$1.74T
$11.1 Million 3.51% of portfolio
45,470
Q3 2025 Reduced 5.47%
$1.65T
$10.2 Million 3.22% of portfolio
41,782
Q3 2025 Reduced 1.41%
$187B
$9.54 Million 3.02% of portfolio
57,317
Q3 2025 Reduced 1.36%
$111B
$7.97 Million 2.53% of portfolio
20,361
Q3 2025 Reduced 1.76%
$156B
$7.12 Million 2.26% of portfolio
64,130
Q3 2025 Reduced 1.37%
$23.8B
$6.68 Million 2.12% of portfolio
56,378
Q3 2025 Reduced 2.14%
$23.2B
$5.68 Million 1.8% of portfolio
67,023
Q3 2025 Reduced 1.79%
$18.9B
$5.55 Million 1.76% of portfolio
41,901
Q3 2025 Reduced 0.94%
$74.3B
$5.47 Million 1.73% of portfolio
9,729
Q3 2025 Reduced 1.27%
$19B
$5.32 Million 1.69% of portfolio
25,900
Q3 2025 Reduced 0.76%
$662B
$5.33 Million 1.69% of portfolio
10,593
Q3 2025 Reduced 0.61%
$300B
$5.29 Million 1.68% of portfolio
15,316
Q3 2025 Added 89.81%
$151B
$5.15 Million 1.63% of portfolio
14,612
Q3 2025 Reduced 0.57%
$19.9B
$5.05 Million 1.6% of portfolio
164,510
Q3 2025 Reduced 0.83%
$23B
$4.98 Million 1.58% of portfolio
48,553
Q3 2025 Reduced 1.2%
$70.3B
$4.97 Million 1.58% of portfolio
305,471
Q3 2025 Added 0.02%
$279B
$4.88 Million 1.55% of portfolio
47,313
Q3 2025 Reduced 0.09%
$24.8B
$4.85 Million 1.54% of portfolio
23,424
Q2 2025 Reduced 0.49%
$22.6B
$4.72 Million 1.5% of portfolio
38,477
Q3 2025 Reduced 0.13%
$319B
$4.71 Million 1.49% of portfolio
68,844
Q3 2025 Reduced 1.84%
$28.2B
$4.49 Million 1.42% of portfolio
222,286
Q3 2025 Reduced 1.01%
$277B
$4.32 Million 1.37% of portfolio
56,259
Q3 2025 Reduced 1.87%
$10.6B
$4.1 Million 1.3% of portfolio
22,095
Q3 2025 Reduced 1.05%
$593B
$3.87 Million 1.23% of portfolio
13,753
Q2 2025 Reduced 5.5%
$183B
$3.68 Million 1.17% of portfolio
13,032
Q3 2025 Reduced 0.67%
$414B
$3.63 Million 1.15% of portfolio
15,659
Q3 2025 Reduced 0.3%
$465B
$3.56 Million 1.13% of portfolio
19,092
Q3 2025 Reduced 0.52%
$71.6B
$3.56 Million 1.13% of portfolio
53,134
Q3 2025 Reduced 1.57%
$136B
$3.38 Million 1.07% of portfolio
9,132
Q3 2025 Added 0.01%
$5.67B
$3.07 Million 0.97% of portfolio
43,039
Q3 2025 Reduced 0.46%
$140B
$2.91 Million 0.92% of portfolio
11,576
Q3 2025 Reduced 1.27%
$0
$2.8 Million 0.89% of portfolio
16,052
Q3 2025 Added 15.02%
$82.8B
$2.71 Million 0.86% of portfolio
9,385
Q2 2025 Reduced 1.09%
$522B
$2.68 Million 0.85% of portfolio
14,435
Q3 2025 Reduced 0.66%
$49.1B
$2.48 Million 0.78% of portfolio
2,066
Q3 2025 Reduced 0.48%
$99.5B
$2.43 Million 0.77% of portfolio
53,878
Q3 2025 Added 1.95%
$23.5B
$2.36 Million 0.75% of portfolio
4,027
Q2 2025 Reduced 0.1%
$4.04B
$2.32 Million 0.74% of portfolio
32,074
Q3 2025 Added 0.01%
$74.9B
$2.33 Million 0.74% of portfolio
8,926
Q3 2025 Added 0.02%
$118B
$2.28 Million 0.72% of portfolio
9,279
Q3 2025 Reduced 5.83%
$0
$2.24 Million 0.71% of portfolio
11,998
Q3 2025 Added 24.85%
$228B
$2.22 Million 0.7% of portfolio
16,585
Q3 2025 Added 0.01%
$235B
$2.18 Million 0.69% of portfolio
25,930
Q3 2025 Reduced 1.53%
$0
$2.12 Million 0.67% of portfolio
15,033
Q3 2025 Added 4.84%
$3.5B
$2.01 Million 0.64% of portfolio
22,850
Q1 2025 Reduced 0.33%
$1.33B
$2 Million 0.63% of portfolio
40,028
Q3 2025 Reduced 2.14%

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $315 Million
  • Prior Value $295 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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