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, GNMA, SPY, IWM, IWD, and represent 21.95% of American Institute for Advanced Investment Management's stock portfolio.
  • Added to shares of these 10 stocks: MINT, PAVE, GRID, LDUR, IWM, IWD, FPE, ARKG, BSCM, NEAR.
  • Started 9 new stock positions in MLM, GRID, PAVE, ARKF, SMMU, SUM, TXN, MMM, ARKG.
  • Reduced shares in these 10 stocks: IEF, TLT, GNMA, , BSJL, BSCL, AZN, VIG, EA, IWF.
  • Sold out of its positions in AZN, EA, TLT, USMV.
  • American Institute for Advanced Investment Management was a net buyer of stock by $2.7M.
  • American Institute for Advanced Investment Management has $131M in assets under management (AUM), dropping by 5.28%.
  • Central Index Key (CIK): 0001805824

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Portfolio Holdings for American Institute for Advanced Investment Management

Companies in the American Institute for Advanced Investment Management portfolio as of the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 6.2 $8.2M 34k 243.05
Ishares Tr Gnma Bond Etf (GNMA) 4.4 $5.7M -16% 114k 50.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.4 $5.7M +3% 14k 396.34
Ishares Tr Russell 2000 Etf (IWM) 3.5 $4.6M +16% 21k 220.92
Ishares Tr Rus 1000 Val Etf (IWD) 3.5 $4.5M +16% 30k 151.54
Apple (AAPL) 3.0 $3.9M -2% 32k 122.15
Vanguard Specialized Funds Div App Etf (VIG) 2.8 $3.7M -5% 25k 147.09
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.8 $3.7M +67% 36k 101.92
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $3.3M 16k 206.70
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 2.3 $3.0M +23% 148k 20.15
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 2.1 $2.8M +5% 54k 52.05
Invesco Exch Trd Slf Idx Bulshs 2022 Cb (BSCM) 2.1 $2.7M +15% 127k 21.64
Invesco Exch Trd Slf Idx Bulshs 2021 Cb (BSCL) 2.1 $2.7M -11% 130k 21.13
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.9 $2.5M +2% 46k 54.68

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Illinois Tool Works (ITW) 1.9 $2.5M 11k 221.51
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.9 $2.5M 5.3k 476.09
Microsoft Corporation (MSFT) 1.8 $2.4M -2% 10k 235.79
Amazon (AMZN) 1.6 $2.1M 675.00 3094.81
Ishares Tr Jpmorgan Usd Emg (EMB) 1.5 $2.0M +20% 18k 108.89
Spdr Ser Tr S&p Divid Etf (SDY) 1.4 $1.9M +2% 16k 118.02
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.4 $1.9M -5% 16k 116.71
Vanguard Index Fds Growth Etf (VUG) 1.4 $1.8M 7.0k 257.09
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 1.3 $1.7M +18% 80k 21.77
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.3 $1.7M 24k 70.83
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.2 $1.6M 7.3k 214.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 1.2 $1.6M +2% 19k 82.19
Vanguard Index Fds Mid Cap Etf (VO) 1.1 $1.5M +5% 6.7k 221.29
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $1.4M -2% 10k 141.67
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.1 $1.4M +36% 28k 50.18
Eaton Vance Tax Managed Buy Write Opport (ETV) 1.0 $1.4M 87k 15.49
Select Sector Spdr Tr Sbi Int-finl (XLF) 1.0 $1.3M 39k 34.05
Home Depot (HD) 1.0 $1.3M 4.3k 305.26
Exchange Traded Concepts Tr Emqq Em Intern (EMQQ) 1.0 $1.3M +11% 20k 63.92
Vanguard World Fds Inf Tech Etf (VGT) 1.0 $1.3M -4% 3.5k 358.54
Johnson & Johnson (JNJ) 0.9 $1.2M 7.1k 164.38
Ishares Tr U.s. Med Dvc Etf (IHI) 0.9 $1.2M -11% 3.5k 330.47
Spdr Index Shs Fds S&p Intl Etf (DWX) 0.9 $1.1M +10% 30k 38.13
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.9 $1.1M -4% 33k 34.75
Global X Fds Autonmous Ev Etf (DRIV) 0.9 $1.1M +12% 42k 26.53
Microchip Technology (MCHP) 0.8 $1.1M -3% 6.8k 155.25
Global X Fds Us Infr Dev Etf (PAVE) 0.8 $1.0M NEW 41k 25.05
Invesco Exch Trd Slf Idx Bulshs 2021 Hy (BSJL) 0.8 $991k -38% 43k 23.07
Alps Etf Tr Clean Energy (ACES) 0.7 $961k +36% 12k 78.06
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.7 $961k 15k 63.51
Select Sector Spdr Tr Technology (XLK) 0.7 $954k -3% 7.2k 132.87
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.7 $949k 7.0k 134.84
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.7 $929k +271% 9.1k 101.98
Ishares Tr Barclays 7 10 Yr (IEF) 0.7 $927k -65% 8.2k 112.95
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.7 $911k 39k 23.36
Ishares Tr U.s. Tech Etf (IYW) 0.7 $894k 10k 87.72
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.6 $828k NEW 9.6k 86.29
Intel Corporation (INTC) 0.6 $755k 12k 64.01
Vanguard Index Fds Value Etf (VTV) 0.5 $713k +14% 5.4k 131.43
Vanguard World Fds Health Car Etf (VHT) 0.5 $713k -7% 3.1k 228.60
Abbvie (ABBV) 0.5 $693k 6.4k 108.21
Spdr Gold Tr Gold Shs (GLD) 0.5 $689k 4.3k 159.94
Honeywell International (HON) 0.5 $663k 3.1k 217.16
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.5 $660k +5% 20k 33.85
Alphabet Cap Stk Cl A (GOOGL) 0.4 $588k 285.00 2063.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $552k 1.7k 318.89
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.4 $551k 12k 44.37
Etf Ser Solutions Defiance Next (FIVG) 0.4 $545k 16k 35.21
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.4 $534k +19% 24k 22.16
Procter & Gamble Company (PG) 0.4 $531k 3.9k 135.49
Visa Com Cl A (V) 0.4 $501k -4% 2.4k 211.75
Pepsi (PEP) 0.4 $501k -4% 3.5k 141.33
Ark Etf Tr Genomic Rev Etf (ARKG) 0.4 $496k NEW 5.6k 88.65
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.4 $466k 5.1k 91.82
Abbott Laboratories (ABT) 0.3 $440k 3.7k 119.73
Medical Properties Trust (MPW) 0.3 $440k +4% 21k 21.30
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $401k 3.7k 108.41
Ark Etf Tr Innovation Etf (ARKK) 0.3 $401k +23% 3.3k 119.84
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.3 $389k -9% 1.5k 255.75
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.3 $386k 1.00 386000.00
Invesco Exch Trd Slf Idx Bulshs 2023 Hy (BSJN) 0.3 $367k 15k 25.32
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $365k -20% 4.3k 84.20
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.3 $361k 4.1k 88.35
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $359k 3.6k 98.49
Costco Wholesale Corporation (COST) 0.3 $339k 963.00 352.02
Ishares Tr Msci Emg Mkt Etf (EEM) 0.3 $336k 6.3k 53.33
Nuveen Int Dur Qual Mun Trm (NIQ) 0.3 $330k 23k 14.67
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.3 $328k -15% 12k 26.79
McDonald's Corporation (MCD) 0.2 $324k 1.4k 224.22
Tri-Continental Corporation (TY) 0.2 $323k -8% 9.9k 32.47
Merck & Co (MRK) 0.2 $313k -22% 4.1k 77.06
Pfizer (PFE) 0.2 $309k +13% 8.5k 36.22
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $294k NEW 5.7k 51.26
Ishares Tr Select Divid Etf (DVY) 0.2 $286k 2.5k 114.08
Wal-Mart Stores (WMT) 0.2 $280k 2.1k 135.92
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.2 $275k 6.6k 41.76
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.2 $272k -4% 1.7k 157.23
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.2 $270k -5% 2.9k 92.98
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.2 $264k 1.2k 219.63
Altria (MO) 0.2 $264k 5.2k 51.21
CSX Corporation (CSX) 0.2 $255k 2.6k 96.59
Ishares Tr S&P SML 600 GWT (IJT) 0.2 $255k 2.0k 128.01
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.2 $254k 3.1k 82.49
Chevron Corporation (CVX) 0.2 $253k 2.4k 104.59
At&t (T) 0.2 $247k -14% 8.2k 30.29
Nuveen Div. Advantage Muni. Fund (NAD) 0.2 $239k +17% 16k 15.13
3M Company (MMM) 0.2 $234k NEW 1.2k 192.43
Digital Realty Trust (DLR) 0.2 $232k 1.7k 140.61
Waste Management (WM) 0.2 $229k 1.8k 129.01
Texas Instruments Incorporated (TXN) 0.2 $215k NEW 1.1k 188.60
Martin Marietta Materials (MLM) 0.2 $215k NEW 640.00 335.94
Invesco Exchange Traded Fd T Dynmc Biotech (PBE) 0.2 $213k 2.9k 73.93
Summit Matls Cl A (SUM) 0.2 $212k NEW 7.6k 27.99
Ark Etf Tr Fintech Innova (ARKF) 0.2 $209k NEW 4.1k 51.16
Orbcomm (ORBC) 0.1 $109k 14k 7.62
Verint Sys Note 1.500% 6/0 (Principal) 0.0 $34k 30k 1.13
Csg Sys Intl Note 4.250% 3/1 (Principal) 0.0 $32k 30k 1.07
Macquarie Infrastructure Cor Note 2.000%10/0 (Principal) 0.0 $10k 10k 1.00

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