Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $276 Million
  • Q2 2024

Aimz Investment Advisors, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $276 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.7M, Meta Platforms, Inc. with a value of $15.6M, Microsoft Corp with a value of $13.2M, Qualcomm Inc with a value of $11.8M, and Regeneron Pharmaceuticals, Inc. with a value of $10.5M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $265M to 276M.

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

Portfolio value $276 Million
Technology: $91.5 Million
Healthcare: $70 Million
Communication Services: $34.6 Million
Industrials: $24.2 Million
Financial Services: $19.5 Million
ETFs: $12.9 Million
Consumer Cyclical: $11.5 Million
Consumer Defensive: $8.76 Million
Other: $3.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.62T
$18.7 Million 6.76% of portfolio
88,620
Q2 2024 Reduced 2.56%
$1.27T
$15.6 Million 5.66% of portfolio
30,970
Q2 2024 Reduced 1.66%
$3.03T
$13.2 Million 4.78% of portfolio
29,525
Q2 2024 Reduced 2.74%
$183B
$11.8 Million 4.29% of portfolio
59,434
Q2 2024 Reduced 2.65%
$89.8B
$10.5 Million 3.8% of portfolio
9,984
Q2 2024 Reduced 1.82%
$122B
$10.1 Million 3.65% of portfolio
21,466
Q2 2024 Reduced 1.6%
$1.05T
$9.43 Million 3.42% of portfolio
51,431
Q2 2024 Reduced 4.58%
$1.03T
$7.86 Million 2.85% of portfolio
43,157
Q2 2024 Reduced 0.93%
$25.1B
$7.68 Million 2.78% of portfolio
59,620
Q2 2024 Reduced 2.92%
$87.7B
$5.92 Million 2.15% of portfolio
318,058
Q2 2024 Reduced 0.13%
$24.8B
$5.44 Million 1.97% of portfolio
47,142
Q2 2024 Reduced 0.89%
$20.9B
$5.02 Million 1.82% of portfolio
7,172
Q2 2024 Reduced 3.69%
$19.5B
$4.85 Million 1.76% of portfolio
38,836
Q2 2024 Reduced 1.33%
$111B
$4.66 Million 1.69% of portfolio
67,863
Q2 2024 Reduced 0.78%
$220B
$4.58 Million 1.66% of portfolio
58,709
Q2 2024 Reduced 0.85%
$587B
$4.45 Million 1.61% of portfolio
10,927
Q2 2024 Reduced 1.44%
$171B
$4.23 Million 1.53% of portfolio
13,539
Q2 2024 Reduced 1.12%
$16.5B
$4.23 Million 1.53% of portfolio
69,835
Q2 2024 Reduced 1.55%
$21.7B
$3.92 Million 1.42% of portfolio
23,739
Q2 2024 Reduced 0.94%
$12.8B
$3.8 Million 1.38% of portfolio
43,089
Q2 2024 Reduced 0.85%
$20.5B
$3.73 Million 1.35% of portfolio
229,324
Q2 2024 Reduced 1.55%
$222B
$3.6 Million 1.3% of portfolio
6,484
Q1 2024 Reduced 0.23%
$225B
$3.4 Million 1.23% of portfolio
71,499
Q2 2024 Reduced 1.44%
$222B
$3.41 Million 1.23% of portfolio
50,325
Q2 2024 Reduced 0.38%
$259B
$3.31 Million 1.2% of portfolio
26,723
Q2 2024 Reduced 2.62%
$135B
$3.28 Million 1.19% of portfolio
9,648
Q2 2024 Reduced 0.25%
$91.7B
$3.23 Million 1.17% of portfolio
55,612
Q2 2024 Reduced 0.8%
$185B
$3.24 Million 1.17% of portfolio
18,720
Q2 2024 Reduced 1.38%
$96.1B
$3.14 Million 1.14% of portfolio
9,500
Q2 2024 Reduced 4.67%
$528B
$2.87 Million 1.04% of portfolio
5,645
Q2 2024 Reduced 0.25%
$360B
$2.76 Million 1.0% of portfolio
16,067
Q2 2024 Added 0.02%
$163B
$2.6 Million 0.94% of portfolio
11,808
Q2 2024 Added 0.01%
$4.49B
$2.57 Million 0.93% of portfolio
32,460
Q2 2024 Added 0.01%
$115B
$2.48 Million 0.9% of portfolio
10,848
Q2 2024 Added 0.02%
$4.88B
$2.37 Million 0.86% of portfolio
22,925
Q4 2023 New
$119B
$2.22 Million 0.8% of portfolio
53,419
Q2 2024 Added 1.52%
$80.2B
$2.18 Million 0.79% of portfolio
9,218
Q2 2024 Added 0.02%
$0
$2.19 Million 0.79% of portfolio
14,528
Q2 2024 Added 2.44%
$229B
$2.16 Million 0.78% of portfolio
13,081
Q3 2023 Reduced 1.13%
$453B
$2.09 Million 0.76% of portfolio
14,777
Q2 2024 Reduced 6.61%
$418B
$2 Million 0.72% of portfolio
13,652
Q2 2024 Reduced 2.83%
$10.4B
$2 Million 0.72% of portfolio
89,276
Q2 2024 Reduced 1.3%
$3.31B
$1.8 Million 0.65% of portfolio
43,956
Q2 2024 Reduced 2.22%
$199B
$1.78 Million 0.64% of portfolio
17,099
Q2 2024 Added 0.01%
$0
$1.74 Million 0.63% of portfolio
14,664
Q2 2024 Added 2.4%
$0
$1.68 Million 0.61% of portfolio
10,491
Q2 2024 Added 3.1%
$0
$1.64 Million 0.59% of portfolio
8,974
Q2 2024 Added 2.0%
$403B
$1.62 Million 0.59% of portfolio
4,700
Q1 2024 Reduced 12.96%
$282B
$1.63 Million 0.59% of portfolio
25,574
Q2 2024 Added 0.02%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $276 Million
  • Prior Value $265 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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