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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.3 Million 0.81% of portfolio
14,206
Q4 2024 Added 0.9%
$0
$1.81 Million 0.64% of portfolio
14,204
Q4 2024 Reduced 1.05%
$0
$1.66 Million 0.59% of portfolio
9,822
Q4 2024 Reduced 4.07%
$0
$1.45 Million 0.51% of portfolio
7,960
Q4 2024 Reduced 7.0%
$0
$1.33 Million 0.47% of portfolio
5,247
Q4 2024 Added 2.58%
$0
$1.01 Million 0.36% of portfolio
25,000
Q3 2023 Added 400.0%
$0
$712,000 0.25% of portfolio
8,024
Q3 2020 Added 0.3%
$0
$532,000 0.19% of portfolio
9,271
Q4 2024 Reduced 3.97%
$0
$468,000 0.16% of portfolio
1,141
Q4 2024 Added 21.51%
$0
$436,000 0.15% of portfolio
10,500
Q3 2023 Added 400.0%
$0
$438,000 0.15% of portfolio
748
Q4 2024 Reduced 3.23%
$0
$297,000 0.1% of portfolio
11,400
Q4 2024 Added 200.0%
$0
$288,000 0.1% of portfolio
565
Q4 2024 Reduced 4.24%
$0
$240,000 0.08% of portfolio
2,400
Q4 2024 Reduced 14.29%

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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