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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.36 Million 0.82% of portfolio
14,079
Q3 2024 Reduced 3.09%
$0
$1.84 Million 0.64% of portfolio
14,354
Q3 2024 Reduced 2.11%
$0
$1.79 Million 0.62% of portfolio
10,239
Q3 2024 Reduced 2.4%
$0
$1.56 Million 0.54% of portfolio
8,559
Q3 2024 Reduced 4.62%
$0
$1.44 Million 0.5% of portfolio
5,115
Q3 2024 Reduced 4.34%
$0
$1.02 Million 0.35% of portfolio
25,000
Q3 2023 Added 400.0%
$0
$732,000 0.25% of portfolio
8,024
Q3 2020 Added 0.3%
$0
$608,000 0.21% of portfolio
9,654
Q3 2024 Added 0.04%
$0
$436,000 0.15% of portfolio
10,500
Q3 2023 Added 400.0%
$0
$443,000 0.15% of portfolio
773
Q3 2024 Added 0.13%
$0
$360,000 0.12% of portfolio
939
Q3 2024 Reduced 0.53%
$0
$305,000 0.11% of portfolio
3,800
Q4 2022 Reduced 5.75%
$0
$287,000 0.1% of portfolio
590
Q3 2024 Reduced 3.12%
$0
$282,000 0.1% of portfolio
2,800
Q2 2024 New
$0
$205,000 0.07% of portfolio
1,750
Q3 2024 New

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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