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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$20.5 Million 7.1% of portfolio
88,232
Q3 2024 Reduced 0.44%
$1.26T
$16.8 Million 5.8% of portfolio
29,298
Q3 2024 Reduced 5.4%
$3.11T
$12.6 Million 4.34% of portfolio
29,181
Q3 2024 Reduced 1.17%
$79.1B
$10.4 Million 3.6% of portfolio
9,909
Q3 2024 Reduced 0.75%
$176B
$10 Million 3.47% of portfolio
59,014
Q3 2024 Reduced 0.71%
$116B
$9.89 Million 3.42% of portfolio
21,260
Q3 2024 Reduced 0.96%
$1.01T
$8.6 Million 2.97% of portfolio
51,431
Q2 2024 Reduced 4.58%
$26.6B
$7.32 Million 2.53% of portfolio
59,301
Q3 2024 Reduced 0.54%
$984B
$7.16 Million 2.48% of portfolio
43,187
Q3 2024 Added 0.07%
$95.6B
$6.92 Million 2.39% of portfolio
310,861
Q3 2024 Reduced 2.26%
$22.5B
$5.68 Million 1.96% of portfolio
27,588
Q3 2024 Added 284.66%
$113B
$5.66 Million 1.95% of portfolio
67,480
Q3 2024 Reduced 0.56%
$19.8B
$5.14 Million 1.78% of portfolio
39,086
Q3 2024 Added 0.64%
$27B
$5.14 Million 1.78% of portfolio
47,189
Q3 2024 Added 0.1%
$620B
$5.01 Million 1.73% of portfolio
10,877
Q3 2024 Reduced 0.46%
$13.3B
$4.75 Million 1.64% of portfolio
43,017
Q3 2024 Reduced 0.17%
$22.8B
$4.61 Million 1.59% of portfolio
23,939
Q3 2024 Added 0.84%
$203B
$4.53 Million 1.56% of portfolio
58,095
Q3 2024 Reduced 1.05%
$100B
$4.33 Million 1.5% of portfolio
55,462
Q3 2024 Reduced 0.27%
$158B
$4.31 Million 1.49% of portfolio
13,365
Q3 2024 Reduced 1.29%
$10.6B
$4.2 Million 1.45% of portfolio
22,645
Q3 2024 Added 0.11%
$200B
$4.15 Million 1.44% of portfolio
18,782
Q3 2024 Added 0.33%
$19B
$4.1 Million 1.42% of portfolio
227,624
Q3 2024 Reduced 0.74%
$245B
$4.02 Million 1.39% of portfolio
49,802
Q3 2024 Reduced 1.04%
$240B
$3.81 Million 1.32% of portfolio
71,639
Q3 2024 Added 0.2%
$146B
$3.41 Million 1.18% of portfolio
9,433
Q3 2024 Reduced 2.23%
$238B
$3.34 Million 1.15% of portfolio
6,449
Q3 2024 Reduced 0.54%
$553B
$3.29 Million 1.14% of portfolio
5,631
Q3 2024 Reduced 0.25%
$100B
$3.28 Million 1.13% of portfolio
9,461
Q3 2024 Reduced 0.41%
$313B
$3.13 Million 1.08% of portfolio
15,845
Q3 2024 Reduced 1.38%
$164B
$3.08 Million 1.07% of portfolio
11,385
Q3 2024 Reduced 3.58%
$251B
$3.04 Million 1.05% of portfolio
26,799
Q3 2024 Added 0.28%
$125B
$2.76 Million 0.95% of portfolio
53,249
Q3 2024 Reduced 0.32%
$4.96B
$2.48 Million 0.86% of portfolio
32,463
Q3 2024 Added 0.01%
$518B
$2.45 Million 0.85% of portfolio
14,403
Q3 2024 Reduced 2.53%
$110B
$2.41 Million 0.83% of portfolio
10,449
Q3 2024 Reduced 3.68%
$84.2B
$2.38 Million 0.82% of portfolio
9,069
Q3 2024 Reduced 1.62%
$0
$2.36 Million 0.82% of portfolio
14,079
Q3 2024 Reduced 3.09%
$406B
$2.3 Million 0.79% of portfolio
14,164
Q3 2024 Added 3.75%
$5.23B
$2.27 Million 0.79% of portfolio
22,925
Q4 2023 New
$223B
$2.2 Million 0.76% of portfolio
12,931
Q3 2024 Reduced 1.15%
$206B
$1.92 Million 0.66% of portfolio
16,880
Q3 2024 Reduced 1.28%
$118B
$1.9 Million 0.66% of portfolio
19,493
Q3 2024 Added 0.01%
$430B
$1.84 Million 0.64% of portfolio
4,550
Q3 2024 Reduced 3.19%
$0
$1.84 Million 0.64% of portfolio
14,354
Q3 2024 Reduced 2.11%
$10.9B
$1.79 Million 0.62% of portfolio
88,802
Q3 2024 Reduced 0.53%
$0
$1.79 Million 0.62% of portfolio
10,239
Q3 2024 Reduced 2.4%
$276B
$1.79 Million 0.62% of portfolio
24,929
Q3 2024 Reduced 2.52%
$22.7B
$1.78 Million 0.61% of portfolio
4,060
Q3 2024 Reduced 0.76%

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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