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JONATHAN RILEY

Aimz Investment Advisors, Llc

Assets Managed
$323.637M
Holdings
139
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
-7.43%(2Q avg: 1.15%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Aimz Investment Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of Aimz Investment Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 323.637M in assets, with a quarterly growth rate of -7.43% and a 2-quarter average growth rate of 1.15%. The portfolio is managed by JONATHAN RILEY, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -1.4%
7.11%
$22.998M
90,620 shares@ $253.79 avg price
META
Meta Platforms Inc-class A
Recent Activity
Decreased -1.21%
4.43%
$14.317M
25,024 shares@ $572.13 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.96%
3.76%
$12.154M
42,267 shares@ $287.57 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Decreased -8.16%
3.53%
$11.396M
39,727 shares@ $286.87 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -1.28%
3.2%
$10.345M
27,946 shares@ $370.17 avg price
VRTX
Vertex Pharmaceuticals Inc
Recent Activity
Decreased -1.5%
2.76%
$8.911M
19,956 shares@ $446.54 avg price
GILD
Gilead Sciences Inc
Recent Activity
Decreased -3.91%
2.65%
$8.549M
61,338 shares@ $139.38 avg price
REGN
Regeneron Pharmaceuticals
Recent Activity
Decreased -1.63%
2.27%
$7.333M
9,491 shares@ $772.64 avg price
QCOM
Qualcomm Inc
Recent Activity
Decreased -1.62%
2.23%
$7.204M
55,937 shares@ $128.79 avg price
CHRW
C.h. Robinson Worldwide Inc
Recent Activity
Decreased -1.81%
2.08%
$6.718M
40,456 shares@ $166.07 avg price

1-10 of 139