Aimz Investment Advisors, LLC
AIMZ Investment Advisors, LLC is a registered investment adviser based in Los Altos, California. The firm primarily serves high net worth individuals and other individual investors, managing over $500 million in assets with a small, specialized team of 2 employees (100% investors). AIMZ Investment Advisors offers discretionary portfolio management and advisory services, focusing on equity and public market investments. The company is registered with the SEC (CIK: 0001630365) and was founded to provide tailored wealth management solutions to private clients and select institutions.
Investment Strategy
AIMZ Investment Advisors primarily manages portfolios on a discretionary basis, investing in U.S. equities and maintaining diversified holdings across technology and large-cap growth sectors. Their 13F filings indicate a strong focus on major technology stocks such as Apple, Meta, Microsoft, and Alphabet, with an active approach involving adding, reducing, and occasionally initiating new positions in major public companies. The firm’s clientele consists mainly of high net worth individuals, with an emphasis on providing personalized investment advice and portfolio construction designed to achieve long-term growth in client assets. Non-discretionary accounts represent a negligible portion of AUM, underscoring their primary advisory approach.
Top Holdings
Equity Positions (130)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M META | META PLATFORMS INC | 6.47% | $19.3M | 26,203 | $188.27 | $738.09 | +$3.6M |
A AAPL | APPLE INC | 5.89% | $17.6M | 85,779 | $34.96 | $205.17 | -$1.6M |
M MSFT | MICROSOFT CORP | 4.82% | $14.4M | 28,914 | $54.31 | $497.41 | +$3.4M |
Q QCOM | QUALCOMM INC | 3.10% | $9.3M | 58,109 | $79.05 | $159.26 | +$244.7K |
V VRTX | VERTEX PHARMACEUTICALS INC | 3.09% | $9.2M | 20,726 | $192.62 | $445.20 | -$930.2K |