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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 23.39% of American Institute for Advanced Investment Management's stock portfolio.
Added to shares of these 10 stocks: HD, AIQ, SHLD, VGK, IGF, GLD, WCMI, AMAT, RTX, FYX.
Started 5 new stock positions in ROBO, AMAT, RTX, FYX, BSCU.
Reduced shares in these 10 stocks: GRID, VDE, IWF, IWD, XLE, PEP, TXN, IT, CVX, BUFR.
Sold out of its positions in IT, PEP, TMC, TXN.
American Institute for Advanced Investment Management was a net buyer of stock by $1.0M.
American Institute for Advanced Investment Management has $153M in assets under management (AUM), dropping by 8.02%.
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 147 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	8.1	$12M	-2%	26k	468.41	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.3	$6.5M	-4%	32k	203.59	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.2	$6.4M		9.7k	666.15	View chart
Apple (AAPL)	3.7	$5.7M		22k	254.63	View chart
Microsoft Corporation (MSFT)	3.1	$4.8M	-2%	9.2k	517.93	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.5	$3.8M		12k	328.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.4	$3.7M		17k	215.79	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.4	$3.7M		36k	100.69	View chart
Vanguard Index Fds Growth Etf (VUG)	2.0	$3.1M		6.4k	479.61	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.8	$2.7M	-3%	11k	241.97	View chart
Amazon (AMZN)	1.6	$2.5M		11k	219.57	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.5	$2.3M	+2%	17k	135.65	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.5	$2.3M	-2%	15k	155.45	View chart
Vanguard Index Fds Value Etf (VTV)	1.5	$2.2M		12k	186.49	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.5	$2.2M		3.7k	596.03	View chart
Constellation Energy (CEG)	1.4	$2.2M	-2%	6.6k	328.46	View chart
Spdr Gold Tr Gold Shs (GLD)	1.4	$2.2M	+16%	6.1k	352.90	View chart
NVIDIA Corporation (NVDA)	1.4	$2.2M	-2%	12k	186.58	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.3	$1.9M		41k	47.63	View chart
Home Depot (HD)	1.2	$1.9M	+269%	16k	114.99	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.2	$1.9M	-34%	17k	108.73	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	1.2	$1.9M		45k	41.85	View chart
Illinois Tool Works (ITW)	1.2	$1.8M		6.8k	260.76	View chart
Abbvie (ABBV)	1.2	$1.8M	-3%	7.7k	231.54	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$1.7M	+2%	2.2k	746.76	View chart
Select Sector Spdr Tr Financial (XLF)	1.0	$1.6M		30k	53.87	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$1.5M		8.1k	189.70	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	0.9	$1.4M	-3%	10k	139.17	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.9	$1.4M		4.8k	293.79	View chart
Global X Fds Defense Tech Etf (SHLD)	0.9	$1.4M	+68%	20k	70.24	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$1.3M		4.8k	281.86	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.9	$1.3M		6.7k	195.86	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.9	$1.3M	+5%	4.0k	326.39	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.8	$1.3M	-3%	52k	24.37	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.8	$1.3M		17k	72.11	View chart
Johnson & Johnson (JNJ)	0.8	$1.2M		6.5k	185.42	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.2M		6.8k	174.58	View chart
Global X Fds Artificial Etf (AIQ)	0.7	$1.1M	+333%	22k	49.39	View chart
Costco Wholesale Corporation (COST)	0.7	$1.0M		1.1k	925.63	View chart
Spdr Series Trust S&p Divid Etf (SDY)	0.7	$1.0M		7.2k	140.05	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.6	$989k	+89%	16k	61.12	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$985k	+5%	19k	53.03	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.6	$953k	+137%	12k	79.80	View chart
Broadcom (AVGO)	0.6	$935k		2.8k	329.91	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.6	$902k		17k	54.76	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.6	$898k	+6%	33k	27.64	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$873k	-15%	26k	33.42	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$871k	-4%	3.7k	237.46	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$828k	+5%	1.4k	600.37	View chart
Iron Mountain (IRM)	0.5	$822k	-12%	8.1k	101.94	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$819k		11k	76.01	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.5	$815k	-3%	16k	51.28	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.5	$795k		40k	19.71	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$781k		2.7k	293.72	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.5	$772k	+2%	12k	65.17	View chart
Microchip Technology (MCHP)	0.5	$760k		12k	64.22	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$758k		1.5k	502.74	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$754k		1.00	754200.00	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.5	$754k	+9%	19k	40.57	View chart
Vanguard World Energy Etf (VDE)	0.5	$727k	-35%	5.8k	125.85	View chart
Spdr Series Trust Bloomberg 1-3 Mo (BIL)	0.5	$725k	+37%	7.9k	91.75	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$707k	+6%	9.0k	78.91	View chart
Global X Fds Us Pfd Etf (PFFD)	0.5	$706k		36k	19.43	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.5	$706k	+47%	42k	16.87	View chart
Oracle Corporation (ORCL)	0.5	$698k		2.5k	281.24	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.5	$692k	-3%	5.9k	118.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$683k		35k	19.56	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$681k		5.7k	118.83	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$677k		7.2k	93.64	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.4	$675k	+3%	33k	20.57	View chart
Digital Realty Trust (DLR)	0.4	$638k	-7%	3.7k	172.88	View chart
Wal-Mart Stores (WMT)	0.4	$574k	-5%	5.6k	103.06	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$565k		923.00	612.38	View chart
Palantir Technologies Cl A (PLTR)	0.4	$547k		3.0k	182.42	View chart
Select Sector Spdr Tr Indl (XLI)	0.4	$540k		3.5k	154.23	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$534k	+11%	28k	19.34	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$531k		3.8k	140.95	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.3	$525k	+2%	5.4k	96.46	View chart
JPMorgan Chase & Co. (JPM)	0.3	$517k		1.6k	315.43	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$492k	+6%	27k	18.24	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.3	$491k	-8%	12k	42.79	View chart
Enterprise Products Partners (EPD)	0.3	$489k	+5%	16k	31.27	View chart
Waste Management (WM)	0.3	$487k	-2%	2.2k	220.83	View chart
Chevron Corporation (CVX)	0.3	$485k	-25%	3.1k	155.29	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.3	$480k	-7%	5.8k	83.33	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.3	$470k	+19%	25k	18.81	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.3	$465k	-22%	23k	20.69	View chart
Caterpillar (CAT)	0.3	$444k		930.00	477.15	View chart
Procter & Gamble Company (PG)	0.3	$436k	-6%	2.8k	153.65	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$431k	-4%	25k	17.16	View chart
Martin Marietta Materials (MLM)	0.3	$416k		660.00	630.28	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$406k	-4%	4.2k	96.15	View chart
Chubb (CB)	0.3	$401k	-12%	1.4k	291.45	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$382k		2.9k	132.48	View chart
Ishares Silver Tr Ishares (SLV)	0.2	$382k	-3%	9.0k	42.37	View chart
Altria (MO)	0.2	$381k		5.8k	66.06	View chart
McDonald's Corporation (MCD)	0.2	$372k	-7%	1.2k	303.89	View chart
Charles Schwab Corporation (SCHW)	0.2	$372k		3.9k	95.47	View chart
International Business Machines (IBM)	0.2	$371k	-14%	1.3k	282.16	View chart
Eaton Corp SHS (ETN)	0.2	$369k	-9%	987.00	374.08	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$366k		4.8k	76.40	View chart
Tesla Motors (TSLA)	0.2	$365k		820.00	444.72	View chart
Abbott Laboratories (ABT)	0.2	$365k		2.7k	133.94	View chart
Tri-Continental Corporation (TY)	0.2	$349k	-12%	10k	34.00	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$347k		23k	15.30	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$338k	+8%	16k	20.93	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$335k		6.6k	50.95	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$327k		1.3k	243.49	View chart
Merck & Co (MRK)	0.2	$323k		3.8k	83.93	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$321k	+3%	1.2k	271.12	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$316k	+13%	14k	23.09	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$310k		2.2k	142.10	View chart
Consolidated Water Ord (CWCO)	0.2	$308k	-4%	8.7k	35.28	View chart
Eli Lilly & Co. (LLY)	0.2	$305k		400.00	763.00	View chart
Honeywell International (HON)	0.2	$295k		1.4k	210.50	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.2	$294k	-2%	4.9k	60.08	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.2	$294k		5.4k	54.47	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.2	$293k		5.4k	54.18	View chart
Trane Technologies SHS (TT)	0.2	$281k		665.00	421.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$271k		1.1k	247.19	View chart
Ishares Tr Short Treas Bd (SHV)	0.2	$256k	+6%	2.3k	110.49	View chart
Philip Morris International (PM)	0.2	$252k	-10%	1.6k	162.20	View chart
Select Sector Spdr Tr Energy (XLE)	0.2	$245k	-48%	2.7k	89.34	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$245k		1.9k	128.03	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$243k		7.6k	31.91	View chart
Cintas Corporation (CTAS)	0.2	$242k		1.2k	205.26	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$241k	-9%	5.4k	44.35	View chart
Sap Se Spon Adr (SAP)	0.2	$241k		900.00	267.21	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$239k		3.9k	61.68	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$232k		9.5k	24.40	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$231k	-8%	6.0k	38.29	View chart
RBB Us Treas 3 Mnth (TBIL)	0.2	$230k		4.6k	50.00	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$228k		4.5k	50.57	View chart
Vanguard World Health Car Etf (VHT)	0.1	$227k	-17%	876.00	259.60	View chart
Applied Materials (AMAT)	0.1	$227k	NEW	1.1k	204.74	View chart
Exxon Mobil Corporation (XOM)	0.1	$226k		2.0k	112.75	View chart
CSX Corporation (CSX)	0.1	$224k		6.3k	35.51	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$220k		1.8k	125.41	View chart
Raytheon Technologies Corp (RTX)	0.1	$213k	NEW	1.3k	167.33	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.1	$209k	NEW	1.9k	108.98	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.1	$202k	-10%	2.4k	82.96	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$201k	NEW	3.1k	65.56	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.1	$200k	NEW	12k	16.90	View chart
AmerisourceBergen (COR)	0.1	$192k		15k	12.82	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$126k		11k	11.69	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$126k		10k	12.29	View chart
Fibrobiologics Com Shs (FBLG)	0.0	$48k		88k	0.55	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 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
American Institute for Advanced Investment Management 2022 Q1 filed April 20, 2022

View all past filings

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