Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $295 Million
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$78.5B
$1.93 Million 0.65% of portfolio
14,488
Q2 2025 Reduced 0.45%
$292B
$1.74 Million 0.59% of portfolio
24,577
Q2 2025 Reduced 0.25%
$96.2B
$1.72 Million 0.58% of portfolio
18,719
Q2 2025 Reduced 2.59%
$195B
$1.72 Million 0.58% of portfolio
12,998
Q2 2025 Reduced 0.25%
$0
$1.7 Million 0.57% of portfolio
9,610
Q2 2025 Reduced 7.99%
$10.5B
$1.66 Million 0.56% of portfolio
18,140
Q2 2025 Reduced 0.26%
$1.38B
$1.64 Million 0.55% of portfolio
40,903
Q2 2025 Reduced 3.02%
$430B
$1.63 Million 0.55% of portfolio
4,450
Q2 2025 Reduced 2.2%
$277B
$1.61 Million 0.55% of portfolio
13,328
Q2 2025 Reduced 0.18%
$178B
$1.58 Million 0.53% of portfolio
2,996
Q2 2025 Reduced 1.96%
$124B
$1.54 Million 0.52% of portfolio
17,717
Q2 2025 Reduced 0.17%
$0
$1.41 Million 0.48% of portfolio
7,742
Q2 2025 Reduced 9.28%
$458B
$1.4 Million 0.47% of portfolio
13,001
Q2 2025 Reduced 0.23%
$0
$1.29 Million 0.44% of portfolio
5,192
Q2 2025 Reduced 9.72%
$2.4T
$1.28 Million 0.43% of portfolio
5,824
Q2 2025 Added 4.75%
$0
$1.06 Million 0.36% of portfolio
25,000
Q3 2023 Added 400.0%
$1.09T
$912,000 0.31% of portfolio
2,872
Q2 2025 Reduced 0.35%
$300B
$919,000 0.31% of portfolio
11,472
Q4 2024 Reduced 0.72%
$15B
$886,000 0.3% of portfolio
293,646
Q1 2025 Added 0.08%
$307B
$831,000 0.28% of portfolio
6,100
Q1 2025 Reduced 14.08%
$859B
$838,000 0.28% of portfolio
2,893
Q1 2025 Added 3.17%
$397B
$834,000 0.28% of portfolio
17,642
Q3 2024 Added 13.82%
$0
$753,000 0.25% of portfolio
8,024
Q3 2020 Added 0.3%
$101B
$698,000 0.24% of portfolio
31,188
Q2 2025 Reduced 1.68%
$430B
$722,000 0.24% of portfolio
730
Q2 2025 Reduced 3.31%
$85.1B
$714,000 0.24% of portfolio
4,693
Q2 2025 Reduced 1.05%
$61.5B
$681,000 0.23% of portfolio
6,750
Q3 2024 Added 1.12%
$51.1B
$665,000 0.23% of portfolio
8,937
Q2 2025 Added 0.02%
$45B
$669,000 0.23% of portfolio
64,557
Q2 2025 Reduced 2.56%
$22.3B
$677,000 0.23% of portfolio
6,845
Q2 2025 Reduced 0.36%
$56.3B
$613,000 0.21% of portfolio
7,922
Q1 2025 Added 0.64%
$0
$597,000 0.2% of portfolio
8,882
Q2 2025 Reduced 4.23%
$0
$571,000 0.19% of portfolio
925
Q2 2025 Reduced 3.75%
$0
$557,000 0.19% of portfolio
1,010
Q2 2025 Added 0.1%
$124B
$519,000 0.18% of portfolio
1,685
Q3 2019 Reduced 2.83%
$166B
$537,000 0.18% of portfolio
990
Q4 2022 New
$0
$471,000 0.16% of portfolio
1,076
Q2 2025 Reduced 5.7%
$10.4B
$481,000 0.16% of portfolio
41,921
Q2 2025 Reduced 1.19%
$230B
$475,000 0.16% of portfolio
1,627
Q2 2025 Reduced 8.44%
$702B
$455,000 0.15% of portfolio
584
Q1 2025 Added 16.1%
$560B
$427,000 0.14% of portfolio
1,204
Q1 2025 Added 10.05%
$9.73B
$411,000 0.14% of portfolio
5,271
Q3 2024 Reduced 0.9%
$0
$427,000 0.14% of portfolio
10,500
Q3 2023 Added 400.0%
$560B
$401,000 0.14% of portfolio
714
Q4 2022 New
$2.83B
$420,000 0.14% of portfolio
23,785
Q4 2024 Reduced 1.65%
$139B
$376,000 0.13% of portfolio
2,055
Q1 2025 Added 6.2%
$25B
$372,000 0.13% of portfolio
4,910
Q3 2023 Added 100.0%
$26.2B
$385,000 0.13% of portfolio
11,367
Q2 2025 Reduced 0.58%
$138B
$381,000 0.13% of portfolio
15,735
Q2 2025 Reduced 0.41%

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $295 Million
  • Prior Value $283 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 12, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 6 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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