Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $289 Million
  • Q3 2024

Aimz Investment Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $289 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $20.5M, Meta Platforms, Inc. with a value of $16.8M, Microsoft Corp with a value of $12.6M, Regeneron Pharmaceuticals, Inc. with a value of $10.4M, and Qualcomm Inc with a value of $10M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $276M to 289M.

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

Portfolio value $289 Million
Technology: $94.2 Million
Healthcare: $73.5 Million
Communication Services: $34.5 Million
Industrials: $26.1 Million
Financial Services: $21.9 Million
ETFs: $13.7 Million
Consumer Cyclical: $12.9 Million
Consumer Defensive: $9.39 Million
Other: $3.19 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.58T
$20.5 Million 7.1% of portfolio
88,232
Q3 2024 Reduced 0.44%
$1.46T
$16.8 Million 5.8% of portfolio
29,298
Q3 2024 Reduced 5.4%
$3.31T
$12.6 Million 4.34% of portfolio
29,181
Q3 2024 Reduced 1.17%
$72.4B
$10.4 Million 3.6% of portfolio
9,909
Q3 2024 Reduced 0.75%
$193B
$10 Million 3.47% of portfolio
59,014
Q3 2024 Reduced 0.71%
$113B
$9.89 Million 3.42% of portfolio
21,260
Q3 2024 Reduced 0.96%
$1.23T
$8.6 Million 2.97% of portfolio
51,431
Q2 2024 Reduced 4.58%
$27.4B
$7.32 Million 2.53% of portfolio
59,301
Q3 2024 Reduced 0.54%
$1.2T
$7.16 Million 2.48% of portfolio
43,187
Q3 2024 Added 0.07%
$90.9B
$6.92 Million 2.39% of portfolio
310,861
Q3 2024 Reduced 2.26%
$20B
$5.68 Million 1.96% of portfolio
27,588
Q3 2024 Added 284.66%
$117B
$5.66 Million 1.95% of portfolio
67,480
Q3 2024 Reduced 0.56%
$18.5B
$5.14 Million 1.78% of portfolio
39,086
Q3 2024 Added 0.64%
$25.8B
$5.14 Million 1.78% of portfolio
47,189
Q3 2024 Added 0.1%
$603B
$5.01 Million 1.73% of portfolio
10,877
Q3 2024 Reduced 0.46%
$13.4B
$4.75 Million 1.64% of portfolio
43,017
Q3 2024 Reduced 0.17%
$24.4B
$4.61 Million 1.59% of portfolio
23,939
Q3 2024 Added 0.84%
$214B
$4.53 Million 1.56% of portfolio
58,095
Q3 2024 Reduced 1.05%
$103B
$4.33 Million 1.5% of portfolio
55,462
Q3 2024 Reduced 0.27%
$147B
$4.31 Million 1.49% of portfolio
13,365
Q3 2024 Reduced 1.29%
$10.6B
$4.2 Million 1.45% of portfolio
22,645
Q3 2024 Added 0.11%
$201B
$4.15 Million 1.44% of portfolio
18,782
Q3 2024 Added 0.33%
$24.1B
$4.1 Million 1.42% of portfolio
227,624
Q3 2024 Reduced 0.74%
$257B
$4.02 Million 1.39% of portfolio
49,802
Q3 2024 Reduced 1.04%
$256B
$3.81 Million 1.32% of portfolio
71,639
Q3 2024 Added 0.2%
$149B
$3.41 Million 1.18% of portfolio
9,433
Q3 2024 Reduced 2.23%
$202B
$3.34 Million 1.15% of portfolio
6,449
Q3 2024 Reduced 0.54%
$498B
$3.29 Million 1.14% of portfolio
5,631
Q3 2024 Reduced 0.25%
$89.6B
$3.28 Million 1.13% of portfolio
9,461
Q3 2024 Reduced 0.41%
$301B
$3.13 Million 1.08% of portfolio
15,845
Q3 2024 Reduced 1.38%
$163B
$3.08 Million 1.07% of portfolio
11,385
Q3 2024 Reduced 3.58%
$242B
$3.04 Million 1.05% of portfolio
26,799
Q3 2024 Added 0.28%
$127B
$2.76 Million 0.95% of portfolio
53,249
Q3 2024 Reduced 0.32%
$4.91B
$2.48 Million 0.86% of portfolio
32,463
Q3 2024 Added 0.01%
$495B
$2.45 Million 0.85% of portfolio
14,403
Q3 2024 Reduced 2.53%
$112B
$2.41 Million 0.83% of portfolio
10,449
Q3 2024 Reduced 3.68%
$79.8B
$2.38 Million 0.82% of portfolio
9,069
Q3 2024 Reduced 1.62%
$384B
$2.3 Million 0.79% of portfolio
14,164
Q3 2024 Added 3.75%
$4.88B
$2.27 Million 0.79% of portfolio
22,925
Q4 2023 New
$205B
$2.2 Million 0.76% of portfolio
12,931
Q3 2024 Reduced 1.15%
$219B
$1.92 Million 0.66% of portfolio
16,880
Q3 2024 Reduced 1.28%
$113B
$1.9 Million 0.66% of portfolio
19,493
Q3 2024 Added 0.01%
$424B
$1.84 Million 0.64% of portfolio
4,550
Q3 2024 Reduced 3.19%
$10B
$1.79 Million 0.62% of portfolio
88,802
Q3 2024 Reduced 0.53%
$268B
$1.79 Million 0.62% of portfolio
24,929
Q3 2024 Reduced 2.52%
$24.1B
$1.78 Million 0.61% of portfolio
4,060
Q3 2024 Reduced 0.76%
$5.36B
$1.69 Million 0.59% of portfolio
44,206
Q3 2024 Added 0.57%
$167B
$1.61 Million 0.56% of portfolio
3,122
Q1 2024 New
$120B
$1.63 Million 0.56% of portfolio
18,112
Q3 2024 Reduced 0.79%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $289 Million
  • Prior Value $276 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
Track This Portfolio

Track Aimz Investment Advisors, LLC Portfolio

Follow Aimz Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aimz Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aimz Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email