Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $284 Million
  • Q4 2024

Aimz Investment Advisors, LLC has filed its 13F form on February 05, 2025 for Q4 2024 where it was disclosed a total value porftolio of $284 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 $21.6M, Meta Platforms, Inc. with a value of $16.9M, Microsoft Corp with a value of $12.1M, Alphabet Inc. with a value of $9.57M, and Qualcomm Inc with a value of $9.04M.

Examining the 13F form we can see an decrease of $5.51M in the current position value, from $289M to 284M.

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

Portfolio value $284 Million
Technology: $92.6 Million
Healthcare: $69 Million
Communication Services: $36.9 Million
Industrials: $24.8 Million
Financial Services: $22.4 Million
ETFs: $13 Million
Consumer Cyclical: $12.7 Million
Consumer Defensive: $9.36 Million
Other: $3.02 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$21.6 Million 7.62% of portfolio
86,344
Q4 2024 Reduced 2.14%
$1.64T
$16.9 Million 5.95% of portfolio
28,617
Q4 2024 Reduced 2.32%
$3.04T
$12.1 Million 4.28% of portfolio
28,810
Q4 2024 Reduced 1.27%
$1.14T
$9.57 Million 3.37% of portfolio
50,231
Q4 2024 Reduced 2.33%
$1.11T
$8.18 Million 2.88% of portfolio
43,193
Q4 2024 Added 0.01%
$624B
$4.93 Million 1.74% of portfolio
10,877
Q3 2024 Reduced 0.46%
$282B
$4.44 Million 1.57% of portfolio
49,175
Q4 2024 Reduced 1.26%
$266B
$4.17 Million 1.47% of portfolio
70,405
Q4 2024 Reduced 1.72%
$234B
$4.09 Million 1.44% of portfolio
18,584
Q4 2024 Reduced 1.05%
$228B
$3.79 Million 1.33% of portfolio
57,777
Q4 2024 Reduced 0.55%
$341B
$2.8 Million 0.99% of portfolio
15,748
Q4 2024 Reduced 0.61%
$490B
$2.8 Million 0.99% of portfolio
5,531
Q4 2024 Reduced 1.78%
$214B
$2.76 Million 0.97% of portfolio
6,199
Q4 2024 Reduced 3.88%
$210B
$2.65 Million 0.93% of portfolio
26,600
Q4 2024 Reduced 0.74%
$470B
$2.37 Million 0.83% of portfolio
14,203
Q4 2024 Reduced 1.39%
$408B
$2.03 Million 0.72% of portfolio
14,065
Q4 2024 Reduced 0.7%
$471B
$1.85 Million 0.65% of portfolio
2,073
Q4 2024 Reduced 1.89%
$419B
$1.77 Million 0.62% of portfolio
4,550
Q3 2024 Reduced 3.19%
$298B
$1.54 Million 0.54% of portfolio
24,739
Q4 2024 Reduced 0.76%
$346B
$1.42 Million 0.5% of portfolio
10,592
Q4 2024 Added 2.57%
$451B
$1.39 Million 0.49% of portfolio
12,945
Q4 2024 Added 0.02%
$227B
$1.29 Million 0.46% of portfolio
13,288
Q4 2024 Reduced 0.75%
$2.33T
$1.16 Million 0.41% of portfolio
5,280
Q4 2022 Added 21.66%
$1.12T
$1.05 Million 0.37% of portfolio
2,602
Q4 2024 Reduced 17.45%
$304B
$805,000 0.28% of portfolio
11,472
Q4 2024 Reduced 0.72%
$377B
$775,000 0.27% of portfolio
17,642
Q3 2024 Added 13.82%
$474B
$691,000 0.24% of portfolio
755
Q3 2024 Added 2.03%
$811B
$672,000 0.24% of portfolio
2,804
Q3 2024 Added 17.37%
$234B
$536,000 0.19% of portfolio
7,100
Q3 2024 New
$227B
$515,000 0.18% of portfolio
1,777
Q3 2024 Reduced 10.12%
$210B
$516,000 0.18% of portfolio
990
Q4 2022 New
$802B
$388,000 0.14% of portfolio
503
Q2 2023 New
$539B
$375,000 0.13% of portfolio
714
Q4 2022 New
$240B
$343,000 0.12% of portfolio
5,475
Q4 2024 Reduced 1.79%
$578B
$345,000 0.12% of portfolio
1,094
Q3 2024 Reduced 1.88%
$304B
$247,000 0.09% of portfolio
1,711
Q3 2024 Added 23.63%
$386B
$223,000 0.08% of portfolio
1,331
Q3 2024 Added 5.13%
$201B
$202,000 0.07% of portfolio
1,822
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $284 Million
  • Prior Value $289 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 05, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 3 stocks
  • Additional Purchases 11 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 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