Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $283 Million
  • Q1 2025

Aimz Investment Advisors, LLC has filed its 13F form on May 14, 2025 for Q1 2025 where it was disclosed a total value porftolio of $283 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $19.2M, Meta Platforms, Inc. with a value of $15.8M, Microsoft Corp with a value of $11M, Vertex Pharmaceuticals Inc with a value of $10.2M, and Qualcomm Inc with a value of $9.01M.

Examining the 13F form we can see an decrease of $332K in the current position value, from $284M to 283M.

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

Portfolio value $283 Million
Technology: $92.8 Million
Healthcare: $72.1 Million
Communication Services: $32.4 Million
Industrials: $25.3 Million
Financial Services: $21.7 Million
ETFs: $14.2 Million
Consumer Cyclical: $12.1 Million
Consumer Defensive: $9.57 Million
Other: $3.29 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.36T
$19.2 Million 6.76% of portfolio
86,220
Q1 2025 Reduced 0.14%
$1.57T
$15.8 Million 5.56% of portfolio
27,359
Q1 2025 Reduced 4.4%
$3.83T
$11 Million 3.88% of portfolio
29,321
Q1 2025 Added 1.77%
$1.2T
$7.51 Million 2.65% of portfolio
48,101
Q1 2025 Reduced 4.24%
$1.18T
$6.65 Million 2.35% of portfolio
43,029
Q1 2025 Reduced 0.38%
$619B
$5.75 Million 2.03% of portfolio
10,793
Q1 2025 Reduced 0.77%
$233B
$4.61 Million 1.63% of portfolio
18,549
Q1 2025 Reduced 0.19%
$280B
$4.38 Million 1.54% of portfolio
70,932
Q1 2025 Added 0.75%
$265B
$4.31 Million 1.52% of portfolio
49,128
Q1 2025 Reduced 0.1%
$237B
$4.23 Million 1.49% of portfolio
57,597
Q1 2025 Reduced 0.31%
$335B
$3.29 Million 1.16% of portfolio
15,702
Q1 2025 Reduced 0.29%
$249B
$2.92 Million 1.03% of portfolio
5,578
Q1 2025 Added 0.85%
$207B
$2.41 Million 0.85% of portfolio
26,898
Q1 2025 Added 1.12%
$437B
$2.42 Million 0.85% of portfolio
14,563
Q1 2025 Added 3.54%
$447B
$2.31 Million 0.81% of portfolio
21,306
Q1 2025 Added 101.15%
$225B
$2.21 Million 0.78% of portfolio
16,683
Q1 2025 Reduced 0.58%
$527B
$1.94 Million 0.68% of portfolio
2,076
Q1 2025 Added 0.14%
$297B
$1.76 Million 0.62% of portfolio
24,639
Q1 2025 Reduced 0.4%
$381B
$1.67 Million 0.59% of portfolio
4,550
Q3 2024 Reduced 3.19%
$466B
$1.55 Million 0.55% of portfolio
13,031
Q1 2025 Added 0.66%
$251B
$1.49 Million 0.52% of portfolio
13,352
Q1 2025 Added 0.48%
$2.35T
$1.06 Million 0.37% of portfolio
5,560
Q1 2025 Added 5.3%
$310B
$823,000 0.29% of portfolio
11,472
Q4 2024 Reduced 0.72%
$1.01T
$746,000 0.26% of portfolio
2,882
Q1 2025 Added 10.76%
$385B
$736,000 0.26% of portfolio
17,642
Q3 2024 Added 13.82%
$879B
$709,000 0.25% of portfolio
2,893
Q1 2025 Added 3.17%
$411B
$714,000 0.25% of portfolio
755
Q3 2024 Added 2.03%
$223B
$555,000 0.2% of portfolio
1,777
Q3 2024 Reduced 10.12%
$311B
$514,000 0.18% of portfolio
6,100
Q1 2025 Reduced 14.08%
$722B
$482,000 0.17% of portfolio
584
Q1 2025 Added 16.1%
$574B
$421,000 0.15% of portfolio
1,204
Q1 2025 Added 10.05%
$260B
$386,000 0.14% of portfolio
5,275
Q1 2025 Reduced 3.65%
$533B
$391,000 0.14% of portfolio
714
Q4 2022 New
$362B
$307,000 0.11% of portfolio
1,803
Q1 2025 Added 35.46%
$301B
$298,000 0.11% of portfolio
1,783
Q1 2025 Added 4.21%
$299B
$220,000 0.08% of portfolio
1,102
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $283 Million
  • Prior Value $284 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 14, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 41 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 44 stocks
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