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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 23.33% of American Institute for Advanced Investment Management's stock portfolio.
Added to shares of these 10 stocks: FIXD, IFN, EWW, SMH, PFFD, FJP, QQQM, BSCR, TT, TOTL.
Started 11 new stock positions in BUFR, TOTL, AMAT, NAD, BSCR, AY, PFFD, TT, VYM, QQQM. EWW.
Reduced shares in these 10 stocks: VWO, NEAR, IWM, , AAPL, IWF, FCG, SPY, AMGN, DEM.
Sold out of its positions in AMGN, FCG, FTC.
American Institute for Advanced Investment Management was a net buyer of stock by $5.0M.
American Institute for Advanced Investment Management has $127M in assets under management (AUM), dropping by 11.72%.
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 128 positions in its portfolio as reported in the March 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	$9.3M	-2%	28k	337.05	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.8	$6.1M		34k	179.11	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.5	$5.7M	-3%	11k	523.07	View chart
Apple (AAPL)	3.5	$4.5M	-5%	26k	171.48	View chart
Microsoft Corporation (MSFT)	3.2	$4.0M		9.6k	420.73	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.8	$3.5M		19k	182.61	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.8	$3.5M		13k	259.90	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.6	$3.3M	-3%	33k	100.54	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.1	$2.7M	-11%	13k	210.31	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.7	$2.1M		3.9k	556.40	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$2.1M		6.2k	344.20	View chart
Amazon (AMZN)	1.7	$2.1M	-2%	12k	180.38	View chart
Illinois Tool Works (ITW)	1.7	$2.1M		7.9k	268.33	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.6	$2.0M		14k	147.73	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.4	$1.8M		44k	39.81	View chart
Home Depot (HD)	1.3	$1.7M	+3%	4.4k	383.60	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$1.6M		9.6k	162.86	View chart
Abbvie (ABBV)	1.2	$1.5M	+6%	8.4k	182.10	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.2	$1.5M	-3%	8.9k	169.37	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	1.1	$1.4M	-8%	17k	85.65	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	1.1	$1.4M	+15%	37k	38.52	View chart
Vanguard World Energy Etf (VDE)	1.1	$1.4M	+12%	10k	131.70	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.1	$1.4M	+5%	12k	114.61	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	1.1	$1.3M	+32%	25k	55.13	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	1.1	$1.3M	+134%	31k	43.60	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	1.1	$1.3M	-2%	28k	47.72	View chart
Constellation Energy (CEG)	1.0	$1.3M	+9%	7.1k	187.03	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$1.2M		2.4k	524.25	View chart
Microchip Technology (MCHP)	1.0	$1.2M		13k	89.71	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.9	$1.2M		5.1k	235.79	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.9	$1.2M	+17%	53k	22.47	View chart
Johnson & Johnson (JNJ)	0.9	$1.2M		7.3k	158.19	View chart
Vaneck Etf Trust Uranium Pls Nucl (NLR)	0.9	$1.1M	+6%	15k	75.96	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.9	$1.1M	+12%	11k	101.57	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.9	$1.1M	+2%	17k	66.57	View chart
Select Sector Spdr Tr Technology (XLK)	0.8	$1.1M	+8%	5.1k	208.27	View chart
Chevron Corporation (CVX)	0.8	$1.0M	+2%	6.7k	157.74	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.0M		6.5k	155.91	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.8	$990k		7.5k	131.24	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$981k	-3%	7.3k	135.06	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.8	$981k	-25%	19k	50.46	View chart
Iron Mountain (IRM)	0.7	$931k	+6%	12k	80.21	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$927k		18k	51.28	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.7	$907k	+167%	4.0k	224.99	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$907k		4.4k	205.72	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.7	$900k	-4%	43k	20.97	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.7	$872k	+8%	7.7k	113.37	View chart
India Fund (IFN)	0.7	$856k	+212%	42k	20.47	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.6	$812k	-12%	33k	24.70	View chart
Costco Wholesale Corporation (COST)	0.6	$809k		1.1k	732.63	View chart
NVIDIA Corporation (NVDA)	0.6	$746k	+5%	826.00	903.56	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.6	$701k		6.5k	107.51	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.5	$655k	+39%	4.3k	150.93	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$640k		1.5k	420.52	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$638k		2.6k	249.84	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$634k		1.00	634440.00	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.5	$624k	-9%	8.2k	76.38	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$622k	+3%	15k	42.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$607k	+42%	5.5k	110.52	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$603k	+24%	1.4k	444.01	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.5	$603k	+3%	13k	45.24	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$595k		6.3k	94.41	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$588k	+3%	7.7k	76.67	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$576k	+18%	10k	56.39	View chart
Ishares Msci Mexico Etf (EWW)	0.5	$572k	NEW	8.3k	69.31	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.4	$562k	+6%	28k	20.43	View chart
Merck & Co (MRK)	0.4	$546k		4.1k	131.95	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.4	$541k	+19%	9.2k	58.64	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$532k		1.1k	480.70	View chart
Global X Fds Us Pfd Etf (PFFD)	0.4	$499k	NEW	25k	20.16	View chart
Procter & Gamble Company (PG)	0.4	$493k		3.0k	162.25	View chart
Pepsi (PEP)	0.4	$491k		2.8k	175.01	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.4	$491k	-5%	8.4k	58.59	View chart
Etf Ser Solutions Defiance Next (FIVG)	0.4	$474k	+6%	12k	39.08	View chart
Abbott Laboratories (ABT)	0.4	$470k	+5%	4.1k	113.66	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.4	$456k	-6%	4.8k	94.86	View chart
Vanguard World Health Car Etf (VHT)	0.4	$445k	-3%	1.6k	270.52	View chart
Martin Marietta Materials (MLM)	0.3	$439k	+19%	715.00	613.94	View chart
Waste Management (WM)	0.3	$435k	+22%	2.0k	213.15	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.3	$430k	+9%	27k	15.73	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$430k	-44%	10k	41.77	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$429k	+11%	3.4k	125.96	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$424k	+25%	22k	19.21	View chart
McDonald's Corporation (MCD)	0.3	$420k		1.5k	281.95	View chart
Enterprise Products Partners (EPD)	0.3	$417k	+20%	14k	29.18	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.3	$413k		3.8k	108.23	View chart
Wal-Mart Stores (WMT)	0.3	$395k	+189%	6.6k	60.17	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.3	$393k	+9%	4.2k	93.24	View chart
International Business Machines (IBM)	0.3	$392k	+30%	2.1k	190.96	View chart
Intel Corporation (INTC)	0.3	$378k	-19%	8.6k	44.17	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$376k	+209%	1.7k	225.92	View chart
Broadcom (AVGO)	0.3	$371k	-12%	280.00	1325.41	View chart
JPMorgan Chase & Co. (JPM)	0.3	$357k	+28%	1.8k	200.30	View chart
Caterpillar (CAT)	0.3	$343k	+7%	935.00	366.43	View chart
Exxon Mobil Corporation (XOM)	0.3	$330k	+12%	2.8k	116.24	View chart
Oracle Corporation (ORCL)	0.3	$329k		2.6k	125.61	View chart
Tri-Continental Corporation (TY)	0.3	$329k		11k	30.80	View chart
Consolidated Water Ord (CWCO)	0.3	$326k		11k	29.31	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$315k	-10%	24k	12.93	View chart
Eli Lilly & Co. (LLY)	0.2	$311k		400.00	777.96	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$308k	NEW	1.7k	182.70	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$307k	-38%	7.3k	41.84	View chart
AutoNation (AN)	0.2	$303k	+35%	1.9k	163.53	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$301k		6.9k	43.39	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.2	$296k	NEW	15k	19.29	View chart
Honeywell International (HON)	0.2	$287k	-16%	1.4k	205.25	View chart
Trane Technologies SHS (TT)	0.2	$279k	NEW	930.00	300.20	View chart
Eaton Corp SHS (ETN)	0.2	$279k	-6%	892.00	312.52	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$278k		5.5k	50.70	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$278k	-2%	2.3k	123.18	View chart
Charles Schwab Corporation (SCHW)	0.2	$277k		3.8k	72.34	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$269k	NEW	6.7k	40.05	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.2	$266k		5.5k	48.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Fd Of Bu (BUFR)	0.2	$257k	NEW	9.2k	27.96	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$253k		14k	18.22	View chart
Altria (MO)	0.2	$247k		5.7k	43.62	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$241k	+4%	6.7k	35.84	View chart
Digital Realty Trust (DLR)	0.2	$238k		1.7k	144.04	View chart
Gartner (IT)	0.2	$238k		500.00	476.67	View chart
Pulte (PHM)	0.2	$238k		2.0k	120.62	View chart
CSX Corporation (CSX)	0.2	$234k		6.3k	37.07	View chart
Applied Materials (AMAT)	0.2	$228k	NEW	1.1k	206.23	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$228k		9.5k	23.83	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$214k	NEW	1.8k	120.99	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$204k	-9%	1.3k	152.26	View chart
Atlantica Sustainable Infr P SHS (AY)	0.2	$203k	NEW	11k	18.48	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$133k		11k	12.15	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$123k	NEW	11k	11.46	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 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
American Institute for Advanced Investment Management 2020 Q4 filed Jan. 28, 2021
American Institute for Advanced Investment Management 2020 Q3 filed Oct. 7, 2020

View all past filings

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