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
$182B
$225,000 0.08% of portfolio
5,209
Q1 2025 New
$4.26B
$232,000 0.08% of portfolio
6,100
Q4 2024 New
$77.3B
$233,000 0.08% of portfolio
1,250
Q3 2024 New
$18.6B
$205,000 0.07% of portfolio
2,800
Q2 2025 Reduced 17.04%
$486M
$208,000 0.07% of portfolio
39,185
Q4 2024 Reduced 0.51%
$28.7B
$216,000 0.07% of portfolio
525
Q2 2025 New
$22.8B
$204,000 0.07% of portfolio
2,557
Q2 2025 New
$55.9B
$211,000 0.07% of portfolio
1,050
Q1 2025 Reduced 4.55%
$61.1B
$200,000 0.07% of portfolio
2,488
Q2 2025 New
$61.9B
$208,000 0.07% of portfolio
778
Q1 2025 New
$177B
$189,000 0.06% of portfolio
975
Q2 2025 New
$1.5B
$126,000 0.04% of portfolio
14,956
Q2 2025 Reduced 0.26%
$23.2B
$98,000 0.03% of portfolio
19,100
Q4 2024 Reduced 3.05%

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
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