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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.57T
$21.6 Million 7.62% of portfolio
86,344
Q4 2024 Reduced 2.14%
$1.3T
$16.9 Million 5.95% of portfolio
28,617
Q4 2024 Reduced 2.32%
$2.8T
$12.1 Million 4.28% of portfolio
28,810
Q4 2024 Reduced 1.27%
$951B
$9.57 Million 3.37% of portfolio
50,231
Q4 2024 Reduced 2.33%
$173B
$9.04 Million 3.18% of portfolio
58,819
Q4 2024 Reduced 0.33%
$124B
$8.5 Million 2.99% of portfolio
21,110
Q4 2024 Reduced 0.71%
$922B
$8.18 Million 2.88% of portfolio
43,193
Q4 2024 Added 0.01%
$68B
$7.02 Million 2.47% of portfolio
9,854
Q4 2024 Reduced 0.56%
$19.1B
$6.77 Million 2.39% of portfolio
58,324
Q4 2024 Reduced 1.65%
$76.5B
$6.74 Million 2.37% of portfolio
307,420
Q4 2024 Reduced 1.11%
$140B
$6.19 Million 2.18% of portfolio
66,991
Q4 2024 Reduced 0.72%
$20.7B
$5.21 Million 1.84% of portfolio
46,085
Q4 2024 Reduced 2.34%
$17.1B
$4.99 Million 1.76% of portfolio
226,574
Q4 2024 Reduced 0.46%
$20.9B
$4.95 Million 1.74% of portfolio
27,088
Q4 2024 Reduced 1.81%
$683B
$4.93 Million 1.74% of portfolio
10,877
Q3 2024 Reduced 0.46%
$13.5B
$4.79 Million 1.69% of portfolio
69,380
Q4 2024 Reduced 0.64%
$238B
$4.44 Million 1.57% of portfolio
49,175
Q4 2024 Reduced 1.26%
$28.6B
$4.43 Million 1.56% of portfolio
23,739
Q4 2024 Reduced 0.84%
$12.7B
$4.41 Million 1.55% of portfolio
42,645
Q4 2024 Reduced 0.86%
$19.7B
$4.31 Million 1.52% of portfolio
38,939
Q4 2024 Reduced 0.38%
$10.6B
$4.2 Million 1.48% of portfolio
22,625
Q4 2024 Reduced 0.09%
$253B
$4.17 Million 1.47% of portfolio
70,405
Q4 2024 Reduced 1.72%
$223B
$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%
$12.9B
$3.53 Million 1.24% of portfolio
168,905
Q4 2024 New
$167B
$3.44 Million 1.21% of portfolio
13,217
Q4 2024 Reduced 1.11%
$141B
$3.35 Million 1.18% of portfolio
9,292
Q4 2024 Reduced 1.49%
$130B
$3 Million 1.06% of portfolio
53,104
Q4 2024 Reduced 0.27%
$370B
$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%
$145B
$2.79 Million 0.98% of portfolio
11,303
Q4 2024 Reduced 0.72%
$178B
$2.76 Million 0.97% of portfolio
6,199
Q4 2024 Reduced 3.88%
$227B
$2.65 Million 0.93% of portfolio
26,600
Q4 2024 Reduced 0.74%
$100B
$2.62 Million 0.92% of portfolio
9,488
Q4 2024 Added 0.29%
$4.95B
$2.51 Million 0.89% of portfolio
32,165
Q4 2024 Reduced 0.92%
$4.75B
$2.41 Million 0.85% of portfolio
43,856
Q4 2024 Reduced 0.79%
$5.3B
$2.36 Million 0.83% of portfolio
22,925
Q4 2023 New
$377B
$2.37 Million 0.83% of portfolio
14,203
Q4 2024 Reduced 1.39%
$0
$2.3 Million 0.81% of portfolio
14,206
Q4 2024 Added 0.9%
$76.2B
$2.27 Million 0.8% of portfolio
8,971
Q4 2024 Reduced 1.08%
$104B
$2.2 Million 0.77% of portfolio
10,350
Q4 2024 Reduced 0.95%
$434B
$2.03 Million 0.72% of portfolio
14,065
Q4 2024 Reduced 0.7%
$207B
$1.95 Million 0.69% of portfolio
12,831
Q4 2024 Reduced 0.77%
$232B
$1.9 Million 0.67% of portfolio
16,781
Q4 2024 Reduced 0.59%
$23.3B
$1.88 Million 0.66% of portfolio
4,043
Q4 2024 Reduced 0.42%
$415B
$1.85 Million 0.65% of portfolio
2,073
Q4 2024 Reduced 1.89%
$0
$1.81 Million 0.64% of portfolio
14,204
Q4 2024 Reduced 1.05%
$112B
$1.77 Million 0.63% of portfolio
19,469
Q4 2024 Reduced 0.12%
$375B
$1.77 Million 0.62% of portfolio
4,550
Q3 2024 Reduced 3.19%

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
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