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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$9.59B
$1.64 Million 0.58% of portfolio
80,656
Q4 2024 Reduced 9.17%
$11.2B
$1.55 Million 0.55% of portfolio
18,184
Q4 2024 Reduced 0.8%
$166B
$1.53 Million 0.54% of portfolio
3,081
Q4 2024 Reduced 1.31%
$310B
$1.54 Million 0.54% of portfolio
24,739
Q4 2024 Reduced 0.76%
$270B
$1.42 Million 0.5% of portfolio
10,592
Q4 2024 Added 2.57%
$119B
$1.43 Million 0.5% of portfolio
17,942
Q4 2024 Reduced 0.94%
$496B
$1.39 Million 0.49% of portfolio
12,945
Q4 2024 Added 0.02%
$240B
$1.29 Million 0.46% of portfolio
13,288
Q4 2024 Reduced 0.75%
$1.94T
$1.16 Million 0.41% of portfolio
5,280
Q4 2022 Added 21.66%
$818B
$1.05 Million 0.37% of portfolio
2,602
Q4 2024 Reduced 17.45%
$16.7B
$1.04 Million 0.37% of portfolio
293,412
Q4 2024 Added 97.49%
$52.5B
$869,000 0.31% of portfolio
7,872
Q4 2024 Reduced 5.92%
$80.2B
$851,000 0.3% of portfolio
6,750
Q3 2024 Added 1.12%
$272B
$805,000 0.28% of portfolio
11,472
Q4 2024 Reduced 0.72%
$335B
$775,000 0.27% of portfolio
17,642
Q3 2024 Added 13.82%
$419B
$691,000 0.24% of portfolio
755
Q3 2024 Added 2.03%
$720B
$672,000 0.24% of portfolio
2,804
Q3 2024 Added 17.37%
$93.2B
$655,000 0.23% of portfolio
32,713
Q4 2024 Reduced 16.25%
$96.3B
$634,000 0.22% of portfolio
1,007
Q4 2022 Reduced 4.73%
$81.2B
$600,000 0.21% of portfolio
4,648
Q4 2024 Reduced 3.13%
$37.2B
$553,000 0.19% of portfolio
8,934
Q4 2024 Added 0.01%
$716M
$537,000 0.19% of portfolio
39,185
Q4 2024 Reduced 0.51%
$166B
$536,000 0.19% of portfolio
7,100
Q3 2024 New
$2.72B
$500,000 0.18% of portfolio
23,785
Q4 2024 Reduced 1.65%
$230B
$515,000 0.18% of portfolio
1,777
Q3 2024 Reduced 10.12%
$175B
$516,000 0.18% of portfolio
990
Q4 2022 New
$16.8B
$514,000 0.18% of portfolio
6,870
Q2 2024 Reduced 0.72%
$127B
$493,000 0.17% of portfolio
1,685
Q3 2019 Reduced 2.83%
$8.37B
$440,000 0.16% of portfolio
5,271
Q3 2024 Reduced 0.9%
$22.4B
$430,000 0.15% of portfolio
4,910
Q3 2023 Added 100.0%
$142B
$411,000 0.14% of portfolio
15,502
Q4 2024 Reduced 2.91%
$785B
$388,000 0.14% of portfolio
503
Q2 2023 New
$9.66B
$399,000 0.14% of portfolio
42,807
Q4 2024 Reduced 20.4%
$523B
$375,000 0.13% of portfolio
714
Q4 2022 New
$26.6B
$371,000 0.13% of portfolio
11,433
Q4 2024 Reduced 1.72%
$259B
$343,000 0.12% of portfolio
5,475
Q4 2024 Reduced 1.79%
$573B
$345,000 0.12% of portfolio
1,094
Q3 2024 Reduced 1.88%
$125B
$314,000 0.11% of portfolio
1,935
Q4 2024 Reduced 2.52%
$67.8B
$299,000 0.11% of portfolio
1,290
Q3 2024 Added 900.0%
$202B
$277,000 0.1% of portfolio
12,178
Q4 2024 Reduced 2.4%
$70.3B
$293,000 0.1% of portfolio
2,834
Q3 2024 Reduced 3.41%
$142B
$283,000 0.1% of portfolio
1,255
Q4 2023 Reduced 1.18%
$78.8B
$248,000 0.09% of portfolio
530
Q4 2021 New
$327B
$247,000 0.09% of portfolio
1,711
Q3 2024 Added 23.63%
$27.1B
$219,000 0.08% of portfolio
1,957
Q4 2024 Reduced 5.82%
$71B
$241,000 0.08% of portfolio
1,250
Q3 2024 New
$404B
$223,000 0.08% of portfolio
1,331
Q3 2024 Added 5.13%
$988M
$225,000 0.08% of portfolio
16,095
Q4 2024 Reduced 14.54%
$134B
$241,000 0.08% of portfolio
2,438
Q1 2024 Reduced 2.98%

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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