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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 22.84% of American Institute for Advanced Investment Management's stock portfolio.
Added to shares of these 10 stocks: BIL, XLK, BUI, AIQ, SUB, EQT, FIXD, Bluerock Pvt Real Estate, KLAC, SHLD.
Started 7 new stock positions in VBIL, SUB, Bluerock Pvt Real Estate, KLAC, EQT, BUI, FIXD.
Reduced shares in these 10 stocks: BSCP, IHI, IRM, AAPL, ITW, CTAS, IWF, ET, VO, DLR.
Sold out of its positions in CTAS, BSCP, IHI, NAD.
American Institute for Advanced Investment Management was a net buyer of stock by $1.7M.
American Institute for Advanced Investment Management has $156M in assets under management (AUM), dropping by 1.87%.
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 150 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	7.9	$12M		26k	473.30	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.3	$6.6M		32k	210.34	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.2	$6.5M		9.6k	681.89	View chart
Apple (AAPL)	3.7	$5.7M	-4%	21k	269.91	View chart
Microsoft Corporation (MSFT)	2.8	$4.4M		9.1k	483.49	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.4	$3.8M	-3%	11k	335.27	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$3.8M		17k	219.78	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.4	$3.7M		37k	100.34	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$3.0M		6.2k	487.86	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.7	$2.7M		11k	246.17	View chart
Amazon (AMZN)	1.6	$2.5M	-3%	11k	230.82	View chart
Spdr Gold Tr Gold Shs (GLD)	1.5	$2.4M		6.1k	394.72	View chart
Invesco Exchange Traded Aerospace Defn (PPA)	1.5	$2.3M		15k	157.70	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$2.3M		12k	190.99	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.4	$2.2M		3.7k	603.28	View chart
NVIDIA Corporation (NVDA)	1.4	$2.2M	+2%	12k	186.45	View chart
Constellation Energy (CEG)	1.4	$2.2M	-5%	6.2k	351.18	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.4	$2.2M		17k	124.91	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.3	$2.0M		17k	115.05	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.2	$1.9M		41k	47.92	View chart
John Hancock Exchange Multifactr Sml (JHSC)	1.2	$1.8M		44k	41.99	View chart
Abbvie (ABBV)	1.1	$1.7M		7.7k	227.57	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$1.7M		2.2k	753.59	View chart
Select Sector Spdr Tr State Street Fin (XLF)	1.1	$1.6M		30k	54.66	View chart
Select Sector Spdr Tr State Street Hea (XLV)	1.0	$1.6M		10k	154.84	View chart
Home Depot (HD)	1.0	$1.6M	-4%	16k	99.56	View chart
Invesco Exchange Traded S&p500 Eql Wgt (RSP)	1.0	$1.5M		8.0k	191.56	View chart
Global X Fds Artificial Etf (AIQ)	1.0	$1.5M	+34%	30k	50.86	View chart
Global X Fds Defense Tech Etf (SHLD)	1.0	$1.5M	+17%	23k	65.46	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$1.5M		4.0k	361.34	View chart
Illinois Tool Works (ITW)	0.9	$1.4M	-14%	5.8k	246.30	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$1.4M	+6%	7.2k	199.68	View chart
Spdr Series Trust State Street Spd (BIL)	0.9	$1.4M	+95%	16k	91.38	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.9	$1.4M	+99%	9.5k	143.86	View chart
Johnson & Johnson (JNJ)	0.9	$1.3M		6.5k	206.95	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.9	$1.3M		4.8k	279.14	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.8	$1.3M		52k	24.31	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.2M		6.7k	177.37	View chart
Invesco Exchange Traded Water Res Etf (PHO)	0.8	$1.2M	-2%	17k	70.48	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.7	$1.2M	+17%	19k	61.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.1M		3.7k	304.64	View chart
Vanguard Intl Equity Index Ftse Europe Etf (VGK)	0.7	$1.0M	+4%	13k	83.69	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$982k		19k	52.88	View chart
Costco Wholesale Corporation (COST)	0.6	$960k		1.1k	863.81	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$950k	-5%	6.8k	139.16	View chart
Broadcom (AVGO)	0.6	$931k	-5%	2.7k	345.96	View chart
First Tr Exchng Traded Ft Vest Laddered (BUFD)	0.6	$925k		33k	28.24	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.6	$895k	-2%	16k	55.57	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$883k	+11%	45k	19.74	View chart
First Tr Exchng Traded Ft Vest Laddered (BUFR)	0.6	$883k		26k	34.26	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.6	$870k	+7%	17k	51.10	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$827k	-2%	1.3k	613.24	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$819k	+6%	12k	71.28	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.5	$794k		12k	67.27	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.5	$782k	+15%	38k	20.60	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$758k		1.5k	502.65	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$755k		1.00	754800.00	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.5	$755k		19k	40.25	View chart
Microchip Technology (MCHP)	0.5	$754k		12k	63.72	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.5	$744k	+4%	44k	17.06	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$721k	+2%	9.2k	78.81	View chart
Global X Fds Us Pfd Etf (PFFD)	0.4	$692k		37k	18.91	View chart
Invesco Exchange Traded S&p Sml600 Val (RZV)	0.4	$685k		5.8k	118.92	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$684k		35k	19.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$670k	-2%	5.6k	120.18	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$668k		7.2k	92.51	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$645k	+11%	10k	64.42	View chart
Wal-Mart Stores (WMT)	0.4	$620k		5.6k	111.41	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$612k	-20%	2.1k	290.22	View chart
Vanguard World Energy Etf (VDE)	0.4	$595k	-18%	4.7k	126.17	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$579k		923.00	627.13	View chart
Palantir Technologies Cl A (PLTR)	0.4	$572k	+7%	3.2k	177.75	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$565k	+19%	30k	18.84	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$559k	+2%	3.6k	156.09	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$556k	+6%	5.8k	96.16	View chart
Caterpillar (CAT)	0.4	$545k	+2%	949.00	573.99	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$540k		3.8k	143.52	View chart
JPMorgan Chase & Co. (JPM)	0.3	$533k	+2%	1.7k	318.30	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$531k		27k	19.39	View chart
International Business Machines (IBM)	0.3	$525k	+35%	1.8k	295.98	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$492k		27k	18.22	View chart
Blackrock Util & Infrastrctu (BUI)	0.3	$491k	NEW	19k	25.77	View chart
First Tr Exchange-traded Com Shs (FTA)	0.3	$489k		5.7k	86.15	View chart
Waste Management (WM)	0.3	$485k		2.2k	219.84	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$476k	-6%	11k	44.41	View chart
Tesla Motors (TSLA)	0.3	$465k	+26%	1.0k	449.72	View chart
Enterprise Products Partners (EPD)	0.3	$451k	-10%	14k	32.10	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$439k	+8%	4.6k	95.95	View chart
Digital Realty Trust (DLR)	0.3	$434k	-23%	2.8k	154.71	View chart
Eli Lilly & Co. (LLY)	0.3	$430k		400.00	1074.68	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.3	$427k	+22%	28k	15.43	View chart
Chevron Corporation (CVX)	0.3	$425k	-10%	2.8k	152.41	View chart
Oracle Corporation (ORCL)	0.3	$422k	-12%	2.2k	194.91	View chart
Martin Marietta Materials (MLM)	0.3	$412k		660.00	623.66	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$410k		4.8k	85.77	View chart
Alphabet Cap Stk Cl C (GOOG)	0.3	$409k	-2%	1.3k	314.63	View chart
Procter & Gamble Company (PG)	0.3	$407k		2.8k	143.31	View chart
Merck & Co (MRK)	0.3	$400k		3.8k	105.26	View chart
Iron Mountain (IRM)	0.2	$387k	-42%	4.7k	82.95	View chart
Invesco Exchange Traded Buyback Achiev (PKW)	0.2	$387k		2.9k	134.32	View chart
Chubb (CB)	0.2	$383k	-9%	1.2k	308.48	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$379k	+35%	2.6k	145.93	View chart
McDonald's Corporation (MCD)	0.2	$374k		1.2k	305.63	View chart
Charles Schwab Corporation (SCHW)	0.2	$369k	-5%	3.7k	99.91	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$356k		1.2k	301.15	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$352k	NEW	3.3k	106.70	View chart
Abbott Laboratories (ABT)	0.2	$350k	+2%	2.8k	125.17	View chart
Invesco Exchange Traded S&P MDCP400 PR (RFG)	0.2	$345k		6.6k	52.44	View chart
Invesco Exch Traded Fd Tr Sr Ln Etf (BKLN)	0.2	$334k		16k	21.00	View chart
Invesco Exch Traded Fd Tr Natl Amt Muni (PZA)	0.2	$333k	+4%	14k	23.19	View chart
Altria (MO)	0.2	$332k		5.8k	57.66	View chart
Tri-Continental Corporation (TY)	0.2	$332k		10k	32.66	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$308k		2.2k	141.14	View chart
Consolidated Water Ord (CWCO)	0.2	$305k		8.6k	35.29	View chart
Eaton Corp SHS (ETN)	0.2	$294k	-7%	917.00	320.88	View chart
Invesco Exchange Traded S&P SML600 GWT (RZG)	0.2	$293k		5.4k	54.38	View chart
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO)	0.2	$291k		5.4k	53.76	View chart
Applied Materials (AMAT)	0.2	$285k		1.1k	256.99	View chart
Invesco Exch Traded Fd Tr Nasdaq 100 Etf (QQQM)	0.2	$278k		1.1k	253.00	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$272k	+34%	3.3k	82.82	View chart
Trane Technologies SHS (TT)	0.2	$259k		665.00	388.85	View chart
Honeywell International (HON)	0.2	$259k	-5%	1.3k	195.09	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$256k		2.3k	110.15	View chart
EQT Corporation (EQT)	0.2	$255k	NEW	4.8k	53.23	View chart
Vanguard World Health Car Etf (VHT)	0.2	$252k		876.00	287.85	View chart
First Tr Exchng Traded Smith Opport Fxd (FIXD)	0.2	$252k	NEW	5.7k	44.32	View chart
Bluerock Pvt Real Estate	0.2	$251k	NEW	17k	15.00	View chart
Philip Morris International (PM)	0.2	$249k		1.6k	160.40	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$248k		7.6k	32.62	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$247k		3.9k	63.84	View chart
AmerisourceBergen (COR)	0.2	$243k	+26%	19k	12.83	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$241k		5.4k	44.54	View chart
Exxon Mobil Corporation (XOM)	0.2	$239k		2.0k	120.34	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$234k	+16%	14k	16.92	View chart
Kla Corp Com New (KLAC)	0.2	$234k	NEW	170.00	1374.55	View chart
Raytheon Technologies Corp (RTX)	0.2	$234k		1.3k	183.40	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.1	$232k		9.5k	24.37	View chart
RBB Us Treas 3 Mnth (TBIL)	0.1	$229k		4.6k	49.88	View chart
CSX Corporation (CSX)	0.1	$229k		6.3k	36.25	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$227k		4.5k	50.43	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.1	$223k	-2%	5.9k	37.87	View chart
First Tr Exchange-traded Com Shs (FNX)	0.1	$221k		1.8k	125.98	View chart
Sap Se Spon Adr (SAP)	0.1	$219k		900.00	242.91	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.1	$219k	+77%	4.9k	44.89	View chart
First Tr Exchange-traded Com Shs (FYX)	0.1	$217k		1.9k	113.14	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.1	$216k	NEW	2.9k	75.43	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.1	$214k	-48%	13k	16.49	View chart
Exchange Traded Concepts Robo Glb Etf (ROBO)	0.1	$204k	-4%	2.9k	69.94	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$129k		10k	12.66	View chart
Fibrobiologics Com Shs (FBLG)	0.0	$20k		88k	0.22	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 2025 Q4 filed Feb. 4, 2026
American Institute for Advanced Investment Management 2025 Q3 filed Nov. 3, 2025
American Institute for Advanced Investment Management 2025 Q2 filed Aug. 5, 2025
American Institute for Advanced Investment Management 2025 Q1 filed April 17, 2025
American Institute for Advanced Investment Management 2024 Q4 filed Jan. 23, 2025
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

View all past filings

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