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
$64B
$1.6 Million 0.58% of portfolio
14,522
Q2 2024 Reduced 0.33%
$21.3B
$1.59 Million 0.57% of portfolio
4,091
Q1 2024 Reduced 2.55%
$111B
$1.52 Million 0.55% of portfolio
19,492
Q2 2024 Added 247.39%
$479B
$1.49 Million 0.54% of portfolio
12,939
Q2 2024 Added 0.02%
$10.7B
$1.45 Million 0.53% of portfolio
18,429
Q2 2024 Added 0.02%
$0
$1.42 Million 0.52% of portfolio
5,347
Q2 2024 Added 2.53%
$754M
$1.44 Million 0.52% of portfolio
46,523
Q2 2024 Reduced 2.0%
$120B
$1.44 Million 0.52% of portfolio
18,257
Q2 2024 Reduced 0.39%
$235B
$1.44 Million 0.52% of portfolio
13,488
Q2 2024 Added 0.07%
$157B
$1.39 Million 0.5% of portfolio
3,122
Q1 2024 New
$337B
$1.26 Million 0.46% of portfolio
10,210
Q2 2024 Added 963.54%
$336B
$1.24 Million 0.45% of portfolio
1,843
Q4 2023 Reduced 1.86%
$95.3B
$1.22 Million 0.44% of portfolio
39,357
Q2 2024 Reduced 0.92%
$1.9T
$1.02 Million 0.37% of portfolio
5,280
Q4 2022 Added 21.66%
$1.77B
$968,000 0.35% of portfolio
39,585
Q1 2024 Reduced 2.94%
$0
$948,000 0.34% of portfolio
25,000
Q3 2023 Added 400.0%
$35.5B
$906,000 0.33% of portfolio
148,572
Q1 2024 Added 0.01%
$94.4B
$830,000 0.3% of portfolio
1,007
Q4 2022 Reduced 4.73%
$2.72B
$803,000 0.29% of portfolio
24,285
Q2 2024 Reduced 0.41%
$14.5B
$733,000 0.27% of portfolio
6,870
Q2 2024 Reduced 0.72%
$8.18B
$698,000 0.25% of portfolio
57,722
Q2 2024 Reduced 2.25%
$786B
$688,000 0.25% of portfolio
3,477
Q2 2024 Added 0.29%
$0
$673,000 0.24% of portfolio
8,024
Q3 2020 Added 0.3%
$245B
$667,000 0.24% of portfolio
11,235
Q2 2024 Reduced 8.88%
$388B
$628,000 0.23% of portfolio
740
Q3 2022 Reduced 13.45%
$44.9B
$622,000 0.23% of portfolio
75,400
Q2 2024 Reduced 11.06%
$335B
$616,000 0.22% of portfolio
15,500
Q2 2024 Reduced 18.8%
$68.3B
$584,000 0.21% of portfolio
8,367
Q2 2024 Reduced 5.64%
$0
$565,000 0.2% of portfolio
9,650
Q2 2024 Reduced 17.48%
$217B
$503,000 0.18% of portfolio
1,977
Q2 2023 Reduced 13.18%
$71B
$490,000 0.18% of portfolio
4,798
Q1 2024 Reduced 5.88%
$156B
$468,000 0.17% of portfolio
1,985
Q2 2024 Reduced 4.8%
$31.6B
$479,000 0.17% of portfolio
8,931
Q2 2024 Added 0.02%
$654B
$483,000 0.17% of portfolio
2,389
Q2 2024 Reduced 7.72%
$178B
$440,000 0.16% of portfolio
990
Q4 2022 New
$158B
$447,000 0.16% of portfolio
16,000
Q2 2024 Reduced 1.44%
$778B
$455,000 0.16% of portfolio
503
Q2 2023 New
$2.16B
$438,000 0.16% of portfolio
19,074
Q2 2024 Reduced 0.33%
$0
$420,000 0.15% of portfolio
772
Q1 2024 Reduced 2.4%
$120B
$402,000 0.15% of portfolio
1,685
Q3 2019 Reduced 2.83%
$239B
$409,000 0.15% of portfolio
5,675
Q1 2024 Reduced 8.1%
$26.2B
$373,000 0.14% of portfolio
4,910
Q3 2023 Added 100.0%
$0
$400,000 0.14% of portfolio
10,500
Q3 2023 Added 400.0%
$0
$353,000 0.13% of portfolio
944
Q2 2024 Added 11.98%
$9.06B
$334,000 0.12% of portfolio
5,319
Q3 2023 New
$24B
$321,000 0.12% of portfolio
11,633
Q1 2024 Reduced 12.09%
$0
$291,000 0.11% of portfolio
609
Q1 2024 Added 0.16%
$32B
$293,000 0.11% of portfolio
2,131
Q2 2024 Reduced 2.69%
$475B
$292,000 0.11% of portfolio
1,115
Q2 2024 Added 1.92%

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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