Aimz Investment Advisors, LLC Portfolio Holdings

Aimz Investment Advisors, LLC

  • $276 Million
  • Q2 2024

Aimz Investment Advisors, LLC has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $276 Million distributed in 119 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $18.7M, Meta Platforms, Inc. with a value of $15.6M, Microsoft Corp with a value of $13.2M, Qualcomm Inc with a value of $11.8M, and Regeneron Pharmaceuticals, Inc. with a value of $10.5M.

Examining the 13F form we can see an increase of $11.2M in the current position value, from $265M to 276M.

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

Portfolio value $276 Million
Technology: $91.5 Million
Healthcare: $70 Million
Communication Services: $34.6 Million
Industrials: $24.2 Million
Financial Services: $19.5 Million
ETFs: $12.9 Million
Consumer Cyclical: $11.5 Million
Consumer Defensive: $8.76 Million
Other: $3.09 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$471B
$314,000 0.11% of portfolio
714
Q4 2022 New
$133B
$278,000 0.1% of portfolio
2,438
Q1 2024 Reduced 2.98%
$0
$281,000 0.1% of portfolio
2,800
Q2 2024 New
$156B
$285,000 0.1% of portfolio
14,930
Q2 2024 Reduced 5.49%
$0
$281,000 0.1% of portfolio
3,800
Q4 2022 Reduced 5.75%
$140B
$267,000 0.1% of portfolio
1,255
Q4 2023 Reduced 1.18%
$69.9B
$262,000 0.09% of portfolio
2,934
Q2 2024 Reduced 2.36%
$411B
$208,000 0.08% of portfolio
1,266
Q1 2024 New
$126B
$210,000 0.08% of portfolio
389
Q2 2024 Reduced 3.71%
$81.1B
$231,000 0.08% of portfolio
530
Q4 2021 New
$285B
$216,000 0.08% of portfolio
1,384
Q2 2024 Reduced 11.62%
$28B
$200,000 0.07% of portfolio
2,078
Q2 2022 Reduced 2.03%
$69.9B
$207,000 0.07% of portfolio
129
Q2 2024 New
$188B
$204,000 0.07% of portfolio
4,959
Q2 2024 Reduced 1.31%
$3.48B
$200,000 0.07% of portfolio
6,100
Q1 2024 Reduced 30.68%
$24.5B
$75,000 0.03% of portfolio
20,000
Q2 2024 Reduced 3.38%
Hippo Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2023 Added 100.0%
Gsk PLC
-
$0 0.0% of portfolio
-
Q2 2024 Reduced 0.94%

Summary

  • Portfolio
  • No. of Stocks 119
  • Current Value $276 Million
  • Prior Value $265 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 3 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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