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 Market Cap. of $10 Billions to $200 Billions
