Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $283 Million
  • Q1 2025

Aimz Investment Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.2M, Meta Platforms, Inc. with a value of $15.8M, Microsoft Corp with a value of $11M, Vertex Pharmaceuticals Inc with a value of $10.2M, and Qualcomm Inc with a value of $9.01M.

Examining the 13F form we can see an decrease of $332K in the current position value, from $284M to 283M.

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

Portfolio value $283 Million
Technology: $92.8 Million
Healthcare: $72.1 Million
Communication Services: $32.4 Million
Industrials: $25.3 Million
Financial Services: $21.7 Million
ETFs: $14.2 Million
Consumer Cyclical: $12.1 Million
Consumer Defensive: $9.57 Million
Other: $3.29 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.44T
$19.2 Million 6.76% of portfolio
86,220
Q1 2025 Reduced 0.14%
$1.58T
$15.8 Million 5.56% of portfolio
27,359
Q1 2025 Reduced 4.4%
$3.81T
$11 Million 3.88% of portfolio
29,321
Q1 2025 Added 1.77%
$121B
$10.2 Million 3.58% of portfolio
20,951
Q1 2025 Reduced 0.75%
$178B
$9.01 Million 3.18% of portfolio
58,653
Q1 2025 Reduced 0.28%
$1.18T
$7.51 Million 2.65% of portfolio
48,101
Q1 2025 Reduced 4.24%
$142B
$7.45 Million 2.63% of portfolio
66,476
Q1 2025 Reduced 0.77%
$1.14T
$6.65 Million 2.35% of portfolio
43,029
Q1 2025 Reduced 0.38%
$60.5B
$6.25 Million 2.2% of portfolio
9,854
Q4 2024 Reduced 0.56%
$622B
$5.75 Million 2.03% of portfolio
10,793
Q1 2025 Reduced 0.77%
$74.2B
$5.61 Million 1.98% of portfolio
307,420
Q4 2024 Reduced 1.11%
$22.6B
$5.47 Million 1.93% of portfolio
26,598
Q1 2025 Reduced 1.81%
$27.8B
$5.37 Million 1.89% of portfolio
23,539
Q1 2025 Reduced 0.84%
$22.7B
$5.12 Million 1.8% of portfolio
58,254
Q1 2025 Reduced 0.12%
$19.1B
$4.67 Million 1.65% of portfolio
38,873
Q1 2025 Reduced 0.17%
$234B
$4.61 Million 1.63% of portfolio
18,549
Q1 2025 Reduced 0.19%
$280B
$4.38 Million 1.54% of portfolio
70,932
Q1 2025 Added 0.75%
$12.8B
$4.36 Million 1.54% of portfolio
42,544
Q1 2025 Reduced 0.24%
$173B
$4.35 Million 1.53% of portfolio
11,340
Q1 2025 Added 82.93%
$262B
$4.31 Million 1.52% of portfolio
49,128
Q1 2025 Reduced 0.1%
$228B
$4.23 Million 1.49% of portfolio
57,597
Q1 2025 Reduced 0.31%
$10.6B
$4.17 Million 1.47% of portfolio
22,450
Q1 2025 Reduced 0.77%
$15.7B
$4.17 Million 1.47% of portfolio
68,923
Q1 2025 Reduced 0.66%
$165B
$4.12 Million 1.45% of portfolio
13,219
Q1 2025 Added 0.02%
$3.71B
$3.62 Million 1.28% of portfolio
30,732
Q1 2025 New
$90B
$3.58 Million 1.26% of portfolio
54,809
Q1 2025 Reduced 0.1%
$18.1B
$3.47 Million 1.22% of portfolio
225,957
Q1 2025 Reduced 0.27%
$150B
$3.4 Million 1.2% of portfolio
9,139
Q1 2025 Reduced 1.65%
$15.6B
$3.29 Million 1.16% of portfolio
167,780
Q1 2025 Reduced 0.67%
$337B
$3.29 Million 1.16% of portfolio
15,702
Q1 2025 Reduced 0.29%
$104B
$3.23 Million 1.14% of portfolio
52,933
Q1 2025 Reduced 0.32%
$89.7B
$3.12 Million 1.1% of portfolio
9,488
Q4 2024 Added 0.29%
$261B
$2.92 Million 1.03% of portfolio
5,578
Q1 2025 Added 0.85%
$140B
$2.73 Million 0.96% of portfolio
11,723
Q1 2025 Added 3.72%
$4.7B
$2.58 Million 0.91% of portfolio
32,068
Q1 2025 Reduced 0.3%
$5.14B
$2.44 Million 0.86% of portfolio
22,850
Q1 2025 Reduced 0.33%
$0
$2.42 Million 0.85% of portfolio
15,066
Q1 2025 Added 6.05%
$213B
$2.41 Million 0.85% of portfolio
26,898
Q1 2025 Added 1.12%
$443B
$2.42 Million 0.85% of portfolio
14,563
Q1 2025 Added 3.54%
$433B
$2.31 Million 0.81% of portfolio
21,306
Q1 2025 Added 101.15%
$6.76B
$2.29 Million 0.81% of portfolio
43,739
Q1 2025 Reduced 0.27%
$220B
$2.21 Million 0.78% of portfolio
16,683
Q1 2025 Reduced 0.58%
$80.4B
$2.23 Million 0.78% of portfolio
8,972
Q1 2025 Added 0.01%
$116B
$2.09 Million 0.74% of portfolio
10,352
Q1 2025 Added 0.02%
$655B
$2.03 Million 0.72% of portfolio
14,553
Q1 2025 Added 2.46%
$25.8B
$2.01 Million 0.71% of portfolio
4,031
Q1 2025 Reduced 0.3%
$0
$1.97 Million 0.7% of portfolio
15,307
Q1 2025 Added 7.77%
$199B
$1.95 Million 0.69% of portfolio
13,031
Q1 2025 Added 1.56%
$525B
$1.94 Million 0.68% of portfolio
2,076
Q1 2025 Added 0.14%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $283 Million
  • Prior Value $284 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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