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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.49B
$2.57 Million 0.93% of portfolio
32,460
Q2 2024 Added 0.01%
$4.88B
$2.37 Million 0.86% of portfolio
22,925
Q4 2023 New
$3.31B
$1.8 Million 0.65% of portfolio
43,956
Q2 2024 Reduced 2.22%
$2.72B
$803,000 0.29% of portfolio
24,285
Q2 2024 Reduced 0.41%
$8.18B
$698,000 0.25% of portfolio
57,722
Q2 2024 Reduced 2.25%
$2.16B
$438,000 0.16% of portfolio
19,074
Q2 2024 Reduced 0.33%
$9.06B
$334,000 0.12% of portfolio
5,319
Q3 2023 New
$3.4B
$200,000 0.07% of portfolio
6,100
Q1 2024 Reduced 30.68%

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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