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
$0
$287,000 0.1% of portfolio
590
Q3 2024 Reduced 3.12%
$76.5B
$279,000 0.1% of portfolio
530
Q4 2021 New
$507B
$300,000 0.1% of portfolio
1,094
Q3 2024 Reduced 1.88%
$0
$282,000 0.1% of portfolio
2,800
Q2 2024 New
$126B
$264,000 0.09% of portfolio
7,100
Q3 2024 New
$318B
$251,000 0.09% of portfolio
1,711
Q3 2024 Added 23.63%
$154B
$259,000 0.09% of portfolio
1,255
Q4 2023 Reduced 1.18%
$142B
$256,000 0.09% of portfolio
2,438
Q1 2024 Reduced 2.98%
$37.4B
$247,000 0.09% of portfolio
2,084
Q3 2024 Reduced 2.21%
$165B
$274,000 0.09% of portfolio
12,478
Q3 2024 Reduced 16.42%
$181B
$222,000 0.08% of portfolio
4,959
Q2 2024 Reduced 1.31%
$84.9B
$231,000 0.08% of portfolio
1,250
Q3 2024 New
$57.6B
$219,000 0.08% of portfolio
2,000
Q3 2024 New
$418B
$230,000 0.08% of portfolio
1,331
Q3 2024 Added 5.13%
$66.5B
$222,000 0.08% of portfolio
1,290
Q3 2024 Added 900.0%
$0
$205,000 0.07% of portfolio
1,750
Q3 2024 New
$55.1B
$208,000 0.07% of portfolio
1,100
Q3 2024 New
$177B
$189,000 0.07% of portfolio
975
Q3 2024 New
$32.5B
$212,000 0.07% of portfolio
2,078
Q2 2022 Reduced 2.03%
$23.4B
$86,000 0.03% of portfolio
19,700
Q3 2024 Reduced 1.5%
Hippo Hldgs Inc
-
$0 0.0% of portfolio
-
Q1 2023 Added 100.0%
Fundx Invt Tr
-
$0 0.0% of portfolio
-
Q1 2024 New
Gsk PLC
-
$0 0.0% of portfolio
-
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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