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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.8 Million 0.89% of portfolio
16,052
Q3 2025 Added 15.02%
$0
$2.24 Million 0.71% of portfolio
11,998
Q3 2025 Added 24.85%
$0
$2.12 Million 0.67% of portfolio
15,033
Q3 2025 Added 4.84%
$0
$1.79 Million 0.57% of portfolio
9,846
Q3 2025 Added 27.18%
$0
$1.78 Million 0.56% of portfolio
6,863
Q3 2025 Added 32.18%
$0
$1.13 Million 0.36% of portfolio
25,000
Q3 2023 Added 400.0%
$0
$1.04 Million 0.33% of portfolio
2,178
Q3 2025 Added 102.42%
$0
$763,000 0.24% of portfolio
8,024
Q3 2020 Added 0.3%
$0
$616,000 0.2% of portfolio
925
Q2 2025 Reduced 3.75%
$0
$606,000 0.19% of portfolio
1,010
Q2 2025 Added 0.1%
$0
$556,000 0.18% of portfolio
7,803
Q3 2025 Reduced 12.15%
$0
$476,000 0.15% of portfolio
10,500
Q3 2023 Added 400.0%
$0
$331,000 0.1% of portfolio
11,400
Q4 2024 Added 200.0%
$0
$211,000 0.07% of portfolio
1,015
Q3 2025 New

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
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