Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $295 Million
  • Q2 2025

Aimz Investment Advisors, LLC has filed its 13F form on August 12, 2025 for Q2 2025 where it was disclosed a total value porftolio of $295 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $19.3M, Apple Inc. with a value of $17.6M, Microsoft Corp with a value of $14.4M, Qualcomm Inc with a value of $9.25M, and Vertex Pharmaceuticals Inc with a value of $9.23M.

Examining the 13F form we can see an increase of $12M in the current position value, from $283M to 295M.

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

Portfolio value $295 Million
Technology: $101 Million
Healthcare: $68.2 Million
Communication Services: $38.9 Million
Industrials: $25.6 Million
Financial Services: $22.6 Million
ETFs: $13.6 Million
Consumer Cyclical: $13 Million
Consumer Defensive: $9.76 Million
Other: $3.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.69T
$19.3 Million 6.55% of portfolio
26,203
Q2 2025 Reduced 4.23%
$3.82T
$17.6 Million 5.96% of portfolio
85,779
Q2 2025 Reduced 0.51%
$3.71T
$14.4 Million 4.87% of portfolio
28,914
Q2 2025 Reduced 1.39%
$180B
$9.25 Million 3.13% of portfolio
58,109
Q2 2025 Reduced 0.93%
$101B
$9.23 Million 3.12% of portfolio
20,726
Q2 2025 Reduced 1.07%
$1.43T
$8.53 Million 2.89% of portfolio
48,101
Q1 2025 Reduced 4.24%
$1.4T
$7.47 Million 2.53% of portfolio
42,379
Q2 2025 Reduced 1.51%
$145B
$7.21 Million 2.44% of portfolio
65,020
Q2 2025 Reduced 2.19%
$26.3B
$6.14 Million 2.08% of portfolio
57,612
Q2 2025 Reduced 1.1%
$20.6B
$5.82 Million 1.97% of portfolio
26,098
Q2 2025 Reduced 1.88%
$167B
$5.69 Million 1.92% of portfolio
14,696
Q2 2025 Added 29.59%
$70.4B
$5.66 Million 1.92% of portfolio
305,420
Q2 2025 Reduced 0.65%
$230B
$5.37 Million 1.82% of portfolio
18,201
Q2 2025 Reduced 1.88%
$59.9B
$5.17 Million 1.75% of portfolio
9,854
Q4 2024 Reduced 0.56%
$650B
$5.18 Million 1.75% of portfolio
10,658
Q2 2025 Reduced 1.25%
$24.7B
$5.18 Million 1.75% of portfolio
23,424
Q2 2025 Reduced 0.49%
$24.4B
$4.74 Million 1.6% of portfolio
49,145
Q2 2025 Reduced 1.16%
$278B
$4.63 Million 1.57% of portfolio
47,357
Q2 2025 Reduced 3.6%
$19.3B
$4.65 Million 1.57% of portfolio
68,248
Q2 2025 Reduced 0.98%
$19.9B
$4.4 Million 1.49% of portfolio
38,527
Q2 2025 Reduced 0.89%
$10.6B
$4.14 Million 1.4% of portfolio
22,330
Q2 2025 Reduced 0.53%
$15.6B
$4.06 Million 1.37% of portfolio
42,298
Q2 2025 Reduced 0.58%
$253B
$4.01 Million 1.36% of portfolio
57,331
Q2 2025 Reduced 0.46%
$79.1B
$4.01 Million 1.36% of portfolio
53,979
Q2 2025 Reduced 1.51%
$21.4B
$3.76 Million 1.27% of portfolio
224,557
Q2 2025 Reduced 0.62%
$150B
$3.66 Million 1.24% of portfolio
13,120
Q2 2025 Reduced 0.75%
$149B
$3.61 Million 1.22% of portfolio
9,131
Q2 2025 Reduced 0.09%
$18.1B
$3.43 Million 1.16% of portfolio
165,880
Q2 2025 Reduced 1.13%
$6.73B
$3.14 Million 1.06% of portfolio
43,239
Q2 2025 Reduced 1.14%
$91.8B
$3.1 Million 1.05% of portfolio
9,385
Q2 2025 Reduced 1.09%
$419B
$3.03 Million 1.03% of portfolio
19,192
Q2 2025 Reduced 9.92%
$643B
$3.01 Million 1.02% of portfolio
13,753
Q2 2025 Reduced 5.5%
$371B
$2.92 Million 0.99% of portfolio
15,706
Q2 2025 Added 0.03%
$2.57B
$2.78 Million 0.94% of portfolio
30,582
Q2 2025 Reduced 0.49%
$554B
$2.78 Million 0.94% of portfolio
2,076
Q1 2025 Added 0.14%
$169B
$2.6 Million 0.88% of portfolio
11,725
Q2 2025 Added 0.02%
$300B
$2.52 Million 0.85% of portfolio
8,069
Q2 2025 Added 44.66%
$99.3B
$2.45 Million 0.83% of portfolio
52,846
Q2 2025 Reduced 0.16%
$4.51B
$2.38 Million 0.81% of portfolio
32,071
Q2 2025 Added 0.01%
$128B
$2.35 Million 0.79% of portfolio
9,853
Q2 2025 Reduced 4.82%
$4.49B
$2.32 Million 0.78% of portfolio
22,850
Q1 2025 Reduced 0.33%
$0
$2.3 Million 0.78% of portfolio
13,956
Q2 2025 Reduced 7.37%
$232B
$2.26 Million 0.76% of portfolio
16,584
Q2 2025 Reduced 0.59%
$466B
$2.22 Million 0.75% of portfolio
14,531
Q2 2025 Reduced 0.22%
$81.9B
$2.21 Million 0.75% of portfolio
8,924
Q2 2025 Reduced 0.53%
$213B
$2.08 Million 0.71% of portfolio
26,333
Q2 2025 Reduced 2.1%
$25.6B
$2.06 Million 0.7% of portfolio
4,027
Q2 2025 Reduced 0.1%
$12.4B
$1.91 Million 0.65% of portfolio
80,002
Q2 2025 Reduced 0.14%
$0
$1.91 Million 0.65% of portfolio
14,339
Q2 2025 Reduced 6.32%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $295 Million
  • Prior Value $283 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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