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
$3.59B
$1.69 Million 0.59% of portfolio
44,206
Q3 2024 Added 0.57%
$168B
$1.61 Million 0.56% of portfolio
3,122
Q1 2024 New
$115B
$1.63 Million 0.56% of portfolio
18,112
Q3 2024 Reduced 0.79%
$10.4B
$1.6 Million 0.55% of portfolio
18,331
Q3 2024 Reduced 0.53%
$76.9B
$1.57 Million 0.54% of portfolio
14,400
Q3 2024 Reduced 0.84%
$0
$1.56 Million 0.54% of portfolio
8,559
Q3 2024 Reduced 4.62%
$224B
$1.54 Million 0.53% of portfolio
13,388
Q3 2024 Reduced 0.74%
$400B
$1.5 Million 0.52% of portfolio
2,113
Q3 2024 Added 14.65%
$508B
$1.52 Million 0.52% of portfolio
12,942
Q3 2024 Added 0.02%
$0
$1.44 Million 0.5% of portfolio
5,115
Q3 2024 Reduced 4.34%
$1.14B
$1.36 Million 0.47% of portfolio
46,223
Q3 2024 Reduced 0.64%
$354B
$1.25 Million 0.43% of portfolio
10,327
Q3 2024 Added 1.15%
$1.25B
$1.08 Million 0.37% of portfolio
39,385
Q3 2024 Reduced 0.51%
$2.83B
$1.03 Million 0.35% of portfolio
24,185
Q3 2024 Reduced 0.41%
$0
$1.02 Million 0.35% of portfolio
25,000
Q3 2023 Added 400.0%
$2.01T
$983,000 0.34% of portfolio
5,280
Q4 2022 Added 21.66%
$98.4B
$919,000 0.32% of portfolio
6,750
Q3 2024 Added 1.12%
$101B
$916,000 0.32% of portfolio
39,059
Q3 2024 Reduced 0.76%
$1.11T
$824,000 0.28% of portfolio
3,152
Q3 2024 Reduced 9.35%
$44.6B
$769,000 0.27% of portfolio
72,752
Q3 2024 Reduced 3.51%
$90.6B
$779,000 0.27% of portfolio
1,007
Q4 2022 Reduced 4.73%
$0
$732,000 0.25% of portfolio
8,024
Q3 2020 Added 0.3%
$377B
$700,000 0.24% of portfolio
17,642
Q3 2024 Added 13.82%
$71B
$655,000 0.23% of portfolio
4,798
Q1 2024 Reduced 5.88%
$427B
$669,000 0.23% of portfolio
755
Q3 2024 Added 2.03%
$288B
$652,000 0.23% of portfolio
11,555
Q3 2024 Added 2.85%
$0
$608,000 0.21% of portfolio
9,654
Q3 2024 Added 0.04%
$78.9B
$603,000 0.21% of portfolio
8,367
Q2 2024 Reduced 5.64%
$729B
$591,000 0.2% of portfolio
2,804
Q3 2024 Added 17.37%
$34.7B
$581,000 0.2% of portfolio
8,933
Q3 2024 Added 0.02%
$214B
$541,000 0.19% of portfolio
1,777
Q3 2024 Reduced 10.12%
$7.49B
$481,000 0.17% of portfolio
53,781
Q3 2024 Reduced 6.83%
$14.9B
$483,000 0.17% of portfolio
6,870
Q2 2024 Reduced 0.72%
$194B
$486,000 0.17% of portfolio
990
Q4 2022 New
$144B
$462,000 0.16% of portfolio
15,966
Q3 2024 Reduced 0.21%
$127B
$466,000 0.16% of portfolio
1,685
Q3 2019 Reduced 2.83%
$10.2B
$455,000 0.16% of portfolio
5,271
Q3 2024 Reduced 0.9%
$711B
$445,000 0.15% of portfolio
503
Q2 2023 New
$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%
$150B
$401,000 0.14% of portfolio
1,985
Q2 2024 Reduced 4.8%
$29.6B
$410,000 0.14% of portfolio
4,910
Q3 2023 Added 100.0%
$1.99B
$397,000 0.14% of portfolio
18,833
Q3 2024 Reduced 1.26%
$235B
$367,000 0.13% of portfolio
5,575
Q3 2024 Reduced 1.76%
$25.4B
$384,000 0.13% of portfolio
11,633
Q1 2024 Reduced 12.09%
$497B
$352,000 0.12% of portfolio
714
Q4 2022 New
$0
$360,000 0.12% of portfolio
939
Q3 2024 Reduced 0.53%
$71B
$316,000 0.11% of portfolio
2,834
Q3 2024 Reduced 3.41%
$0
$305,000 0.11% of portfolio
3,800
Q4 2022 Reduced 5.75%

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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