Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $265 Million
  • Q1 2024

Aimz Investment Advisors, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $265 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $15.6M, Meta Platforms, Inc. with a value of $15.3M, Microsoft Corp with a value of $12.8M, Qualcomm Inc with a value of $10.3M, and Regeneron Pharmaceuticals, Inc. with a value of $9.79M.

Examining the 13F form we can see an increase of $20.6M in the current position value, from $244M to 265M.

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

Portfolio value $265 Million
Technology: $80.9 Million
Healthcare: $69.8 Million
Communication Services: $31.9 Million
Industrials: $24.9 Million
Financial Services: $21.5 Million
ETFs: $12.6 Million
Consumer Cyclical: $11.5 Million
Consumer Defensive: $8.56 Million
Other: $3.11 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$15.6 Million 5.89% of portfolio
90,949
Q1 2024 Reduced 2.31%
$1.13T
$15.3 Million 5.78% of portfolio
31,494
Q1 2024 Added 1.86%
$3.33T
$12.8 Million 4.82% of portfolio
30,356
Q1 2024 Reduced 4.67%
$224B
$10.3 Million 3.9% of portfolio
61,055
Q1 2024 Reduced 2.6%
$113B
$9.79 Million 3.7% of portfolio
10,169
Q1 2024 Reduced 2.59%
$120B
$9.12 Million 3.44% of portfolio
21,816
Q1 2024 Reduced 2.13%
$1.12T
$8.21 Million 3.1% of portfolio
53,902
Q1 2024 Added 1,758.69%
$1.09T
$6.57 Million 2.48% of portfolio
43,561
Q1 2024 Reduced 1.13%
$28B
$6.45 Million 2.43% of portfolio
61,413
Q1 2024 Reduced 2.87%
$26B
$5.8 Million 2.19% of portfolio
47,566
Q1 2024 Reduced 1.21%
$78.1B
$5.71 Million 2.16% of portfolio
318,458
Q1 2024 Reduced 1.71%
$71.1B
$5.12 Million 1.93% of portfolio
7,447
Q1 2024 Reduced 0.33%
$86B
$5.01 Million 1.89% of portfolio
68,399
Q1 2024 Reduced 1.49%
$20.4B
$4.78 Million 1.81% of portfolio
39,358
Q1 2024 Reduced 1.99%
$529B
$4.66 Million 1.76% of portfolio
11,087
Q1 2024 Reduced 2.72%
$13.5B
$4.04 Million 1.53% of portfolio
70,935
Q1 2024 Added 13.39%
$20.7B
$3.93 Million 1.48% of portfolio
23,964
Q1 2024 Reduced 2.84%
$167B
$3.89 Million 1.47% of portfolio
13,692
Q1 2024 Reduced 3.0%
$67.1B
$3.76 Million 1.42% of portfolio
56,062
Q1 2024 Reduced 0.36%
$314B
$3.62 Million 1.37% of portfolio
27,443
Q1 2024 Reduced 3.0%
$155B
$3.62 Million 1.37% of portfolio
18,982
Q1 2024 Reduced 1.54%
$101B
$3.62 Million 1.37% of portfolio
9,965
Q1 2024 Reduced 0.45%
$195B
$3.62 Million 1.37% of portfolio
72,542
Q1 2024 Reduced 1.35%
$129B
$3.46 Million 1.31% of portfolio
9,672
Q1 2024 Reduced 3.73%
$10.9B
$3.31 Million 1.25% of portfolio
43,460
Q1 2024 Reduced 1.35%
$18B
$3.29 Million 1.24% of portfolio
232,924
Q1 2024 Reduced 0.04%
$258B
$3.27 Million 1.24% of portfolio
6,484
Q1 2024 Reduced 0.23%
$184B
$3.04 Million 1.15% of portfolio
50,519
Q1 2024 Added 189.69%
$137B
$3.01 Million 1.14% of portfolio
11,807
Q1 2024 Reduced 7.79%
$303B
$2.93 Million 1.1% of portfolio
16,064
Q1 2024 Reduced 1.81%
$88.3B
$2.85 Million 1.08% of portfolio
52,620
Q1 2024 Added 0.2%
$476B
$2.8 Million 1.06% of portfolio
5,659
Q1 2024 Reduced 5.51%
$4.88B
$2.72 Million 1.03% of portfolio
32,458
Q1 2024 Reduced 2.4%
$11.1B
$2.54 Million 0.96% of portfolio
90,455
Q1 2024 Reduced 1.61%
$5.13B
$2.52 Million 0.95% of portfolio
22,925
Q4 2023 New
$72.8B
$2.47 Million 0.93% of portfolio
9,216
Q1 2024 Reduced 4.15%
$227B
$2.29 Million 0.86% of portfolio
13,081
Q3 2023 Reduced 1.13%
$382B
$2.22 Million 0.84% of portfolio
14,050
Q1 2024 Reduced 3.43%
$0
$2.21 Million 0.83% of portfolio
14,182
Q1 2024 Added 0.04%
$117B
$2.15 Million 0.81% of portfolio
10,846
Q1 2024 Added 0.01%
$381B
$1.99 Million 0.75% of portfolio
15,823
Q1 2024 Reduced 1.25%
$3.78B
$1.95 Million 0.74% of portfolio
44,956
Q1 2024 Reduced 2.6%
$182B
$1.94 Million 0.73% of portfolio
17,097
Q1 2024 Reduced 1.72%
$352B
$1.8 Million 0.68% of portfolio
4,700
Q1 2024 Reduced 12.96%
$18.2B
$1.76 Million 0.66% of portfolio
4,091
Q1 2024 Reduced 2.55%
$127B
$1.75 Million 0.66% of portfolio
39,722
Q1 2024 Added 2.6%
$0
$1.73 Million 0.65% of portfolio
14,320
Q4 2023 Added 1.24%
$850M
$1.7 Million 0.64% of portfolio
47,473
Q1 2024 Reduced 0.16%
$9.63B
$1.67 Million 0.63% of portfolio
18,426
Q1 2024 Reduced 2.63%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $265 Million
  • Prior Value $244 Million
  • Filing
  • Period Q1 2024
  • Filing Date May 10, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 71 stocks
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