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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$1.72 Million 0.58% of portfolio
18,719
Q2 2025 Reduced 2.59%
$202B
$1.72 Million 0.58% of portfolio
12,998
Q2 2025 Reduced 0.25%
$10.5B
$1.66 Million 0.56% of portfolio
18,140
Q2 2025 Reduced 0.26%
$1.31B
$1.64 Million 0.55% of portfolio
40,903
Q2 2025 Reduced 3.02%
$405B
$1.63 Million 0.55% of portfolio
4,450
Q2 2025 Reduced 2.2%
$257B
$1.61 Million 0.55% of portfolio
13,328
Q2 2025 Reduced 0.18%
$182B
$1.58 Million 0.53% of portfolio
2,996
Q2 2025 Reduced 1.96%
$122B
$1.54 Million 0.52% of portfolio
17,717
Q2 2025 Reduced 0.17%
$442B
$1.4 Million 0.47% of portfolio
13,001
Q2 2025 Reduced 0.23%
$2.26T
$1.28 Million 0.43% of portfolio
5,824
Q2 2025 Added 4.75%
$133B
$902,000 0.31% of portfolio
1,007
Q4 2022 Reduced 4.73%
$1.08T
$912,000 0.31% of portfolio
2,872
Q2 2025 Reduced 0.35%
$302B
$919,000 0.31% of portfolio
11,472
Q4 2024 Reduced 0.72%
$14.7B
$886,000 0.3% of portfolio
293,646
Q1 2025 Added 0.08%
$367B
$831,000 0.28% of portfolio
6,100
Q1 2025 Reduced 14.08%
$859B
$838,000 0.28% of portfolio
2,893
Q1 2025 Added 3.17%
$89.6B
$698,000 0.24% of portfolio
31,188
Q2 2025 Reduced 1.68%
$439B
$722,000 0.24% of portfolio
730
Q2 2025 Reduced 3.31%
$87.3B
$714,000 0.24% of portfolio
4,693
Q2 2025 Reduced 1.05%
$63.8B
$681,000 0.23% of portfolio
6,750
Q3 2024 Added 1.12%
$53.3B
$665,000 0.23% of portfolio
8,937
Q2 2025 Added 0.02%
$44.5B
$669,000 0.23% of portfolio
64,557
Q2 2025 Reduced 2.56%
$25.5B
$677,000 0.23% of portfolio
6,845
Q2 2025 Reduced 0.36%
$66.3B
$613,000 0.21% of portfolio
7,922
Q1 2025 Added 0.64%
$124B
$519,000 0.18% of portfolio
1,685
Q3 2019 Reduced 2.83%
$169B
$537,000 0.18% of portfolio
990
Q4 2022 New
$10.3B
$481,000 0.16% of portfolio
41,921
Q2 2025 Reduced 1.19%
$222B
$475,000 0.16% of portfolio
1,627
Q2 2025 Reduced 8.44%
$608B
$455,000 0.15% of portfolio
584
Q1 2025 Added 16.1%
$551B
$427,000 0.14% of portfolio
1,204
Q1 2025 Added 10.05%
$9.01B
$411,000 0.14% of portfolio
5,271
Q3 2024 Reduced 0.9%
$548B
$401,000 0.14% of portfolio
714
Q4 2022 New
$2.72B
$420,000 0.14% of portfolio
23,785
Q4 2024 Reduced 1.65%
$162B
$376,000 0.13% of portfolio
2,055
Q1 2025 Added 6.2%
$25.8B
$372,000 0.13% of portfolio
4,910
Q3 2023 Added 100.0%
$27.2B
$385,000 0.13% of portfolio
11,367
Q2 2025 Reduced 0.58%
$138B
$381,000 0.13% of portfolio
15,735
Q2 2025 Reduced 0.41%
$258B
$371,000 0.13% of portfolio
5,275
Q1 2025 Reduced 3.65%
$127B
$355,000 0.12% of portfolio
1,290
Q3 2024 Added 900.0%
$203B
$333,000 0.11% of portfolio
11,514
Q2 2025 Reduced 4.14%
$65.4B
$298,000 0.1% of portfolio
2,834
Q3 2024 Reduced 3.41%
$146B
$292,000 0.1% of portfolio
1,255
Q4 2023 Reduced 1.18%
$306B
$283,000 0.1% of portfolio
1,102
Q1 2025 New
$89.4B
$264,000 0.09% of portfolio
530
Q4 2021 New
$368B
$278,000 0.09% of portfolio
1,747
Q2 2025 Reduced 3.11%
$120B
$252,000 0.09% of portfolio
2,812
Q1 2025 Added 15.34%
$302B
$255,000 0.09% of portfolio
1,783
Q1 2025 Added 4.21%
$36.7B
$244,000 0.08% of portfolio
1,998
Q2 2025 New
$207B
$225,000 0.08% of portfolio
1,822
Q2 2025 New

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
Track This Portfolio

Track Aimz Investment Advisors, LLC Portfolio

Follow Aimz Investment Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aimz Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aimz Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email