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American Institute for Advanced Investment Management

Latest statistics and disclosures from American Institute for Advanced Investment Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are IWF, IWD, SPY, AAPL, MSFT, and represent 23.32% of American Institute for Advanced Investment Management's stock portfolio.
Added to shares of these 10 stocks: DLR, DXJ, IEF, INDA, AVGO, XLF, CB, TLT, FPE, FPEI.
Started 13 new stock positions in TXN, BSCS, FPE, GDX, DXJ, SLV, SAP, LMT, IEF, COR. TLT, CB, PM.
Reduced shares in these 10 stocks: EWW, PTLC, FJP, AY, AAPL, IFN, ROBO, VIG, DRIV, .
Sold out of its positions in DRIV, IFN, EWW, SCHG, DEM, AY.
American Institute for Advanced Investment Management was a net buyer of stock by $2.6M.
American Institute for Advanced Investment Management has $140M in assets under management (AUM), dropping by 6.98%.
Central Index Key (CIK): 0001805824

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Portfolio Holdings for American Institute for Advanced Investment Management

American Institute for Advanced Investment Management holds 140 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	7.3	$10M		27k	375.38	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.6	$6.4M		34k	189.80	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.4	$6.1M		11k	573.76	View chart
Apple (AAPL)	4.1	$5.7M	-5%	24k	233.00	View chart
Microsoft Corporation (MSFT)	3.0	$4.2M		9.7k	430.32	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.6	$3.6M	-4%	13k	283.16	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.6	$3.6M	-6%	18k	198.06	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.2	$3.1M		31k	100.69	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.9	$2.7M	-3%	12k	220.90	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$2.3M		6.1k	383.93	View chart
Amazon (AMZN)	1.6	$2.3M		12k	186.33	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.6	$2.2M		3.9k	569.66	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.5	$2.1M		14k	154.02	View chart
Illinois Tool Works (ITW)	1.5	$2.1M		7.9k	262.07	View chart
Constellation Energy (CEG)	1.4	$1.9M	+4%	7.4k	258.76	View chart
Home Depot (HD)	1.3	$1.8M		4.5k	405.20	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.3	$1.8M		44k	41.16	View chart
Abbvie (ABBV)	1.2	$1.7M		8.5k	197.48	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.2	$1.7M	+16%	14k	114.97	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	1.2	$1.6M	+9%	37k	45.24	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$1.6M	-4%	9.4k	174.57	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.1	$1.6M	+14%	6.5k	245.45	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.1	$1.6M	+4%	12k	127.25	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	1.1	$1.5M	+2%	38k	40.14	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.1	$1.5M	+17%	18k	83.55	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$1.4M	-9%	8.0k	179.16	View chart
Vanguard World Energy Etf (VDE)	1.0	$1.4M		12k	122.47	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$1.4M		2.4k	586.45	View chart
NVIDIA Corporation (NVDA)	1.0	$1.4M		11k	121.44	View chart
Iron Mountain (IRM)	1.0	$1.4M		11k	118.83	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.9	$1.3M	+6%	55k	23.02	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.9	$1.2M	+2%	17k	70.54	View chart
Ishares Tr Msci India Etf (INDA)	0.8	$1.2M	+73%	20k	58.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$1.2M	-5%	4.8k	243.47	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$1.1M		5.1k	225.76	View chart
Digital Realty Trust (DLR)	0.8	$1.1M	+195%	7.0k	161.83	View chart
Select Sector Spdr Tr Financial (XLF)	0.8	$1.1M	+56%	25k	45.32	View chart
Johnson & Johnson (JNJ)	0.8	$1.1M		6.9k	162.06	View chart
Spdr Gold Tr Gold Shs (GLD)	0.8	$1.1M		4.5k	243.06	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.1M		6.5k	167.67	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$1.1M		7.2k	151.62	View chart
Microchip Technology (MCHP)	0.8	$1.1M		13k	80.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.8	$1.1M	+16%	35k	29.89	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.7	$1.0M		7.2k	142.04	View chart
Costco Wholesale Corporation (COST)	0.7	$974k		1.1k	886.52	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.7	$954k	-14%	11k	90.80	View chart
Chevron Corporation (CVX)	0.7	$940k		6.4k	147.27	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.7	$926k	-35%	18k	52.55	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.7	$910k	-3%	7.8k	117.15	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$898k	-2%	17k	52.66	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.6	$889k	-31%	16k	54.25	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.6	$786k	-18%	15k	51.24	View chart
Global X Fds Us Pfd Etf (PFFD)	0.5	$731k	+39%	35k	20.78	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$718k	-2%	4.3k	165.86	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.5	$708k		6.5k	109.35	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$694k		1.5k	460.26	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$693k	+9%	5.9k	116.96	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$691k		1.00	691180.00	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$668k	+6%	8.5k	78.69	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$660k	-2%	1.4k	488.07	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.5	$658k	-19%	31k	21.12	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$652k	-3%	2.5k	263.81	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$641k		11k	59.23	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.4	$614k		7.8k	79.13	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.4	$584k	NEW	5.5k	106.00	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.4	$579k		28k	20.65	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.4	$566k	+32%	23k	25.04	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$556k	-7%	1.1k	527.67	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$546k	NEW	5.6k	98.12	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$533k	-9%	6.1k	87.80	View chart
Procter & Gamble Company (PG)	0.4	$526k		3.0k	173.20	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.4	$510k	+10%	32k	16.05	View chart
Wal-Mart Stores (WMT)	0.4	$493k	-6%	6.1k	80.75	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.4	$492k	+69%	12k	41.40	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$483k	+101%	25k	19.07	View chart
Broadcom (AVGO)	0.3	$483k	+900%	2.8k	172.50	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$478k		3.5k	135.44	View chart
Merck & Co (MRK)	0.3	$470k		4.1k	113.56	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$469k	+7%	24k	19.56	View chart
Vanguard World Health Car Etf (VHT)	0.3	$465k		1.6k	282.20	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$456k	+12%	23k	19.72	View chart
Enterprise Products Partners (EPD)	0.3	$455k	+9%	16k	29.11	View chart
Eaton Corp SHS (ETN)	0.3	$448k	+45%	1.4k	331.33	View chart
Oracle Corporation (ORCL)	0.3	$447k		2.6k	170.40	View chart
Waste Management (WM)	0.3	$444k		2.1k	207.60	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$432k	-3%	4.5k	95.96	View chart
Pepsi (PEP)	0.3	$424k	-7%	2.5k	170.05	View chart
Abbott Laboratories (ABT)	0.3	$414k		3.6k	114.01	View chart
McDonald's Corporation (MCD)	0.3	$410k	-3%	1.3k	304.51	View chart
Caterpillar (CAT)	0.3	$393k		1.0k	391.12	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.3	$393k	-2%	3.9k	99.53	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$384k		1.7k	230.59	View chart
Martin Marietta Materials (MLM)	0.3	$380k		705.00	538.25	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.3	$378k	-12%	6.4k	59.22	View chart
JPMorgan Chase & Co. (JPM)	0.3	$376k		1.8k	210.86	View chart
Chubb (CB)	0.3	$365k	NEW	1.3k	278.65	View chart
Trane Technologies SHS (TT)	0.3	$362k		930.00	388.73	View chart
Tri-Continental Corporation (TY)	0.3	$356k		11k	33.04	View chart
Eli Lilly & Co. (LLY)	0.3	$354k		400.00	885.94	View chart
International Business Machines (IBM)	0.2	$349k		1.6k	221.08	View chart
Exxon Mobil Corporation (XOM)	0.2	$344k		2.9k	117.22	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.2	$336k	-5%	11k	31.22	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$332k		2.9k	114.52	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$330k	-43%	5.8k	57.07	View chart
Pulte (PHM)	0.2	$329k	+15%	2.3k	143.53	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.2	$329k	-36%	7.5k	43.79	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$327k		24k	13.80	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$305k		2.3k	135.07	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.2	$300k	NEW	3.1k	98.10	View chart
Altria (MO)	0.2	$299k	+3%	5.9k	51.04	View chart
AutoNation (AN)	0.2	$291k	-6%	1.7k	171.96	View chart
Honeywell International (HON)	0.2	$289k		1.4k	206.71	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$283k		1.4k	200.88	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.2	$282k		5.5k	51.48	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.2	$279k	NEW	15k	18.10	View chart
Fibrobiologics Com Shs (FBLG)	0.2	$273k		88k	3.09	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$272k	-27%	5.7k	47.85	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$270k		6.0k	44.79	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$270k		5.5k	49.17	View chart
Consolidated Water Ord (CWCO)	0.2	$265k	-5%	11k	25.21	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$262k	+15%	2.0k	128.20	View chart
Gartner (IT)	0.2	$253k		500.00	506.76	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$253k		6.7k	37.56	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$251k		5.8k	43.38	View chart
Charles Schwab Corporation (SCHW)	0.2	$248k		3.8k	64.81	View chart
Amgen (AMGN)	0.2	$243k		755.00	322.21	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$231k		9.5k	24.15	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$224k		1.3k	167.23	View chart
Applied Materials (AMAT)	0.2	$223k		1.1k	202.05	View chart
CSX Corporation (CSX)	0.2	$218k		6.3k	34.53	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$213k	NEW	7.5k	28.41	View chart
Philip Morris International (PM)	0.2	$213k	NEW	1.8k	121.40	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.2	$212k	NEW	10k	20.56	View chart
Texas Instruments Incorporated (TXN)	0.1	$208k	NEW	1.0k	206.57	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.1	$208k	NEW	5.2k	39.82	View chart
Sap Se Spon Adr (SAP)	0.1	$206k	NEW	900.00	229.10	View chart
Lockheed Martin Corporation (LMT)	0.1	$205k	NEW	351.00	584.56	View chart
AmerisourceBergen (COR)	0.1	$165k	NEW	13k	12.94	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$137k		10k	13.39	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$133k		11k	12.38	View chart

Past Filings by American Institute for Advanced Investment Management

SEC 13F filings are viewable for American Institute for Advanced Investment Management going back to 2019

American Institute for Advanced Investment Management 2024 Q3 filed Oct. 23, 2024
American Institute for Advanced Investment Management 2024 Q2 filed July 24, 2024
American Institute for Advanced Investment Management 2024 Q1 filed April 22, 2024
American Institute for Advanced Investment Management 2023 Q4 filed Jan. 23, 2024
American Institute for Advanced Investment Management 2023 Q3 filed Oct. 31, 2023
American Institute for Advanced Investment Management 2023 Q2 filed July 26, 2023
American Institute for Advanced Investment Management 2023 Q1 filed April 28, 2023
American Institute for Advanced Investment Management 2022 Q4 restated filed Feb. 28, 2023
American Institute for Advanced Investment Management 2022 Q4 filed Jan. 19, 2023
American Institute for Advanced Investment Management 2022 Q3 filed Oct. 25, 2022
American Institute for Advanced Investment Management 2022 Q2 filed July 21, 2022
American Institute for Advanced Investment Management 2022 Q1 filed April 20, 2022
American Institute for Advanced Investment Management 2021 Q4 filed Feb. 10, 2022
American Institute for Advanced Investment Management 2021 Q3 filed Oct. 19, 2021
American Institute for Advanced Investment Management 2021 Q2 filed July 20, 2021
American Institute for Advanced Investment Management 2021 Q1 filed May 18, 2021

View all past filings

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