Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $289 Million
  • Q3 2024

Aimz Investment Advisors, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $289 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 $20.5M, Meta Platforms, Inc. with a value of $16.8M, Microsoft Corp with a value of $12.6M, Regeneron Pharmaceuticals, Inc. with a value of $10.4M, and Qualcomm Inc with a value of $10M.

Examining the 13F form we can see an increase of $13.3M in the current position value, from $276M to 289M.

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

Portfolio value $289 Million
Technology: $94.2 Million
Healthcare: $73.5 Million
Communication Services: $34.5 Million
Industrials: $26.1 Million
Financial Services: $21.9 Million
ETFs: $13.7 Million
Consumer Cyclical: $12.9 Million
Consumer Defensive: $9.39 Million
Other: $3.19 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$10.7B
$1.6 Million 0.55% of portfolio
18,331
Q3 2024 Reduced 0.53%
$78.6B
$1.57 Million 0.54% of portfolio
14,400
Q3 2024 Reduced 0.84%
$223B
$1.54 Million 0.53% of portfolio
13,388
Q3 2024 Reduced 0.74%
$388B
$1.5 Million 0.52% of portfolio
2,113
Q3 2024 Added 14.65%
$492B
$1.52 Million 0.52% of portfolio
12,942
Q3 2024 Added 0.02%
$1.13B
$1.36 Million 0.47% of portfolio
46,223
Q3 2024 Reduced 0.64%
$341B
$1.25 Million 0.43% of portfolio
10,327
Q3 2024 Added 1.15%
$1.3B
$1.08 Million 0.37% of portfolio
39,385
Q3 2024 Reduced 0.51%
$3.15B
$1.03 Million 0.35% of portfolio
24,185
Q3 2024 Reduced 0.41%
$2.12T
$983,000 0.34% of portfolio
5,280
Q4 2022 Added 21.66%
$38.9B
$962,000 0.33% of portfolio
148,572
Q1 2024 Added 0.01%
$98.5B
$919,000 0.32% of portfolio
6,750
Q3 2024 Added 1.12%
$98.7B
$916,000 0.32% of portfolio
39,059
Q3 2024 Reduced 0.76%
$1.07T
$824,000 0.28% of portfolio
3,152
Q3 2024 Reduced 9.35%
$44.3B
$769,000 0.27% of portfolio
72,752
Q3 2024 Reduced 3.51%
$89.5B
$779,000 0.27% of portfolio
1,007
Q4 2022 Reduced 4.73%
$73.5B
$655,000 0.23% of portfolio
4,798
Q1 2024 Reduced 5.88%
$430B
$669,000 0.23% of portfolio
755
Q3 2024 Added 2.03%
$294B
$652,000 0.23% of portfolio
11,555
Q3 2024 Added 2.85%
$79.4B
$603,000 0.21% of portfolio
8,367
Q2 2024 Reduced 5.64%
$733B
$591,000 0.2% of portfolio
2,804
Q3 2024 Added 17.37%
$35.8B
$581,000 0.2% of portfolio
8,933
Q3 2024 Added 0.02%
$218B
$541,000 0.19% of portfolio
1,777
Q3 2024 Reduced 10.12%
$7.55B
$481,000 0.17% of portfolio
53,781
Q3 2024 Reduced 6.83%
$15.5B
$483,000 0.17% of portfolio
6,870
Q2 2024 Reduced 0.72%
$192B
$486,000 0.17% of portfolio
990
Q4 2022 New
$145B
$462,000 0.16% of portfolio
15,966
Q3 2024 Reduced 0.21%
$128B
$466,000 0.16% of portfolio
1,685
Q3 2019 Reduced 2.83%
$10.2B
$455,000 0.16% of portfolio
5,271
Q3 2024 Reduced 0.9%
$750B
$445,000 0.15% of portfolio
503
Q2 2023 New
$149B
$401,000 0.14% of portfolio
1,985
Q2 2024 Reduced 4.8%
$29.3B
$410,000 0.14% of portfolio
4,910
Q3 2023 Added 100.0%
$1.78B
$397,000 0.14% of portfolio
18,833
Q3 2024 Reduced 1.26%
$231B
$367,000 0.13% of portfolio
5,575
Q3 2024 Reduced 1.76%
$25.6B
$384,000 0.13% of portfolio
11,633
Q1 2024 Reduced 12.09%
$504B
$352,000 0.12% of portfolio
714
Q4 2022 New
$72.1B
$316,000 0.11% of portfolio
2,834
Q3 2024 Reduced 3.41%
$75.2B
$279,000 0.1% of portfolio
530
Q4 2021 New
$510B
$300,000 0.1% of portfolio
1,094
Q3 2024 Reduced 1.88%
$129B
$264,000 0.09% of portfolio
7,100
Q3 2024 New
$318B
$251,000 0.09% of portfolio
1,711
Q3 2024 Added 23.63%
$155B
$259,000 0.09% of portfolio
1,255
Q4 2023 Reduced 1.18%
$136B
$256,000 0.09% of portfolio
2,438
Q1 2024 Reduced 2.98%
$36.7B
$247,000 0.09% of portfolio
2,084
Q3 2024 Reduced 2.21%
$165B
$274,000 0.09% of portfolio
12,478
Q3 2024 Reduced 16.42%
$186B
$222,000 0.08% of portfolio
4,959
Q2 2024 Reduced 1.31%
$86.5B
$231,000 0.08% of portfolio
1,250
Q3 2024 New
$57.3B
$219,000 0.08% of portfolio
2,000
Q3 2024 New
$425B
$230,000 0.08% of portfolio
1,331
Q3 2024 Added 5.13%

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $289 Million
  • Prior Value $276 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 62 stocks
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