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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 24.15% of American Institute for Advanced Investment Management's stock portfolio.
Added to shares of these 10 stocks: NVDA, INDA, BUFR, SMH, FBLG, BUFD, FTGS, AMGN, SCHG, EWW.
Started 6 new stock positions in SCHG, FBLG, INDA, FTGS, BUFD, AMGN.
Reduced shares in these 10 stocks: DRIV, IFN, INTC, FTCS, FIVG, MINT, VWO, DEM, PKW, BSCO.
Sold out of its position in INTC.
American Institute for Advanced Investment Management was a net buyer of stock by $2.8M.
American Institute for Advanced Investment Management has $131M in assets under management (AUM), dropping by 3.25%.
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 133 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	7.7	$10M		28k	364.51	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.5	$5.9M		34k	174.47	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	4.5	$5.8M		11k	544.22	View chart
Apple (AAPL)	4.2	$5.4M		26k	210.62	View chart
Microsoft Corporation (MSFT)	3.3	$4.3M		9.6k	446.96	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	2.7	$3.6M		13k	267.51	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.7	$3.5M		19k	182.55	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.4	$3.2M	-4%	31k	100.65	View chart
Ishares Tr Russell 2000 Etf (IWM)	2.0	$2.6M		13k	202.90	View chart
Amazon (AMZN)	1.8	$2.4M	+3%	12k	193.25	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$2.3M		6.2k	374.01	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	1.6	$2.1M		3.9k	535.08	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	1.5	$2.0M		14k	145.75	View chart
Illinois Tool Works (ITW)	1.4	$1.9M		7.9k	236.96	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.2	$1.6M		44k	37.02	View chart
Vanguard Index Fds Value Etf (VTV)	1.2	$1.6M	+3%	9.9k	160.41	View chart
Home Depot (HD)	1.2	$1.5M		4.4k	344.24	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.1	$1.5M	+41%	5.7k	260.70	View chart
Vanguard World Energy Etf (VDE)	1.1	$1.5M	+11%	12k	127.57	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.1	$1.4M		8.8k	164.28	View chart
Abbvie (ABBV)	1.1	$1.4M		8.4k	171.52	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	1.1	$1.4M	+8%	33k	43.05	View chart
Constellation Energy (CEG)	1.1	$1.4M		7.0k	201.21	View chart
NVIDIA Corporation (NVDA)	1.1	$1.4M	+1268%	11k	123.54	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	1.1	$1.4M		37k	37.02	View chart
First Tr Exchange Traded Nasdq Cln Edge (GRID)	1.1	$1.4M		12k	115.58	View chart
Vanguard World Inf Tech Etf (VGT)	1.1	$1.4M		2.4k	576.49	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	1.0	$1.4M	-2%	27k	49.76	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.0	$1.3M	+13%	12k	102.72	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.0	$1.2M	+5%	16k	79.97	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.9	$1.2M		24k	51.52	View chart
Microchip Technology (MCHP)	0.9	$1.2M		13k	91.50	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.9	$1.2M		5.1k	229.56	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.9	$1.2M	-2%	52k	22.47	View chart
Select Sector Spdr Tr Technology (XLK)	0.9	$1.2M		5.1k	226.23	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.8	$1.1M	+2%	17k	64.91	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$1.1M		7.3k	150.50	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.8	$1.0M	-26%	12k	84.04	View chart
Iron Mountain (IRM)	0.8	$1.0M		11k	89.62	View chart
Johnson & Johnson (JNJ)	0.8	$1.0M	-4%	7.0k	146.16	View chart
Chevron Corporation (CVX)	0.8	$1.0M	-2%	6.5k	156.42	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$983k		6.5k	150.43	View chart
Spdr Gold Tr Gold Shs (GLD)	0.7	$970k	+2%	4.5k	215.01	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.7	$943k	-3%	19k	50.33	View chart
Costco Wholesale Corporation (COST)	0.7	$938k		1.1k	849.99	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.7	$927k	-3%	7.3k	127.18	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$893k	-3%	17k	51.24	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.7	$882k	+232%	31k	28.92	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.7	$872k	+4%	8.0k	108.52	View chart
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO)	0.6	$815k	-9%	39k	21.06	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.6	$810k	+2%	4.4k	182.16	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$663k		1.4k	479.11	View chart
Select Sector Spdr Tr Financial (XLF)	0.5	$651k	+7%	16k	41.11	View chart
Ishares Msci Mexico Etf (EWW)	0.5	$651k	+39%	12k	56.61	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.5	$647k		6.5k	99.21	View chart
Ishares Tr Msci India Etf (INDA)	0.5	$641k	NEW	12k	55.78	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.5	$618k		2.6k	242.08	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.5	$614k		1.5k	406.80	View chart
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)	0.5	$613k	+6%	11k	56.42	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$612k		1.00	612241.00	View chart
Select Sector Spdr Tr Energy (XLE)	0.5	$610k	+6%	6.7k	91.15	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$609k	+3%	7.9k	76.70	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.4	$577k	-3%	7.8k	73.60	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.4	$576k		5.4k	106.66	View chart
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)	0.4	$574k		28k	20.45	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$572k	+3%	1.1k	500.13	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.4	$567k	+11%	10k	55.10	View chart
Merck & Co (MRK)	0.4	$512k		4.1k	123.80	View chart
First Tr Exchange-traded Nasdq Artfcial (ROBT)	0.4	$501k	-11%	12k	42.34	View chart
Procter & Gamble Company (PG)	0.4	$501k		3.0k	164.92	View chart
Global X Fds Us Pfd Etf (PFFD)	0.4	$497k	+2%	25k	19.68	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.4	$468k	+5%	29k	16.22	View chart
Waste Management (WM)	0.4	$458k	+5%	2.1k	213.34	View chart
Broadcom (AVGO)	0.3	$450k		280.00	1605.53	View chart
Pepsi (PEP)	0.3	$446k	-3%	2.7k	164.93	View chart
Wal-Mart Stores (WMT)	0.3	$444k		6.6k	67.71	View chart
Fibrobiologics Com Shs (FBLG)	0.3	$440k	NEW	88k	4.99	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$440k	-3%	4.6k	94.67	View chart
Vanguard World Health Car Etf (VHT)	0.3	$438k		1.6k	266.00	View chart
Select Sector Spdr Tr Indl (XLI)	0.3	$430k	+3%	3.5k	121.87	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.3	$428k		22k	19.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.3	$416k	NEW	17k	24.32	View chart
Enterprise Products Partners (EPD)	0.3	$414k		14k	28.98	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.3	$410k		1.7k	246.63	View chart
Ishares Tr U.s. Med Dvc Etf (IHI)	0.3	$410k	-12%	7.3k	56.04	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.3	$396k	+34%	21k	19.22	View chart
Martin Marietta Materials (MLM)	0.3	$387k		715.00	541.80	View chart
Abbott Laboratories (ABT)	0.3	$381k	-11%	3.7k	103.91	View chart
Oracle Corporation (ORCL)	0.3	$370k		2.6k	141.20	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.3	$367k	-3%	4.1k	90.46	View chart
Eli Lilly & Co. (LLY)	0.3	$362k		400.00	905.38	View chart
Digital Realty Trust (DLR)	0.3	$362k	+43%	2.4k	152.05	View chart
JPMorgan Chase & Co. (JPM)	0.3	$360k		1.8k	202.26	View chart
Atlantica Sustainable Infr P SHS (AY)	0.3	$358k	+48%	16k	21.95	View chart
McDonald's Corporation (MCD)	0.3	$356k	-6%	1.4k	254.84	View chart
First Tr Exchange Traded Growth Strength (FTGS)	0.3	$349k	NEW	11k	30.51	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$342k	-24%	7.8k	43.76	View chart
Exxon Mobil Corporation (XOM)	0.3	$338k	+3%	2.9k	115.12	View chart
Caterpillar (CAT)	0.3	$335k	+7%	1.0k	333.10	View chart
Tri-Continental Corporation (TY)	0.3	$334k		11k	30.97	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.2	$325k	-2%	24k	13.67	View chart
Trane Technologies SHS (TT)	0.2	$306k		930.00	328.93	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$301k	-23%	2.9k	103.90	View chart
Honeywell International (HON)	0.2	$299k		1.4k	213.54	View chart
Consolidated Water Ord (CWCO)	0.2	$295k		11k	26.54	View chart
India Fund (IFN)	0.2	$294k	-60%	17k	17.86	View chart
Eaton Corp SHS (ETN)	0.2	$291k	+3%	927.00	313.40	View chart
Charles Schwab Corporation (SCHW)	0.2	$282k		3.8k	73.69	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$278k	-16%	1.4k	197.13	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.2	$278k	+4%	7.0k	39.72	View chart
AutoNation (AN)	0.2	$274k	-2%	1.8k	152.46	View chart
International Business Machines (IBM)	0.2	$273k	-23%	1.6k	172.95	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$273k		2.3k	120.98	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$267k		5.5k	48.75	View chart
Applied Materials (AMAT)	0.2	$260k		1.1k	235.99	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.2	$260k		5.5k	47.42	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$260k	-12%	6.0k	43.07	View chart
Altria (MO)	0.2	$258k		5.7k	45.55	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$246k		1.3k	183.44	View chart
Etf Ser Solutions Defiance Next (FIVG)	0.2	$241k	-52%	5.8k	41.80	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.2	$236k		6.7k	35.08	View chart
Amgen (AMGN)	0.2	$236k	NEW	755.00	312.45	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.2	$231k	-9%	13k	18.37	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$226k		9.5k	23.68	View chart
Gartner (IT)	0.2	$225k		500.00	449.06	View chart
Global X Fds Autonmous Ev Etf (DRIV)	0.2	$224k	-70%	9.5k	23.49	View chart
Wisdomtree Tr Emer Mkt High Fd (DEM)	0.2	$221k	-30%	5.1k	43.31	View chart
Pulte (PHM)	0.2	$217k		2.0k	110.10	View chart
CSX Corporation (CSX)	0.2	$211k		6.3k	33.45	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$210k		1.8k	118.60	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.2	$202k	NEW	2.0k	100.84	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$127k	-6%	10k	12.46	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.1	$126k		11k	11.74	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 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
American Institute for Advanced Investment Management 2020 Q4 filed Jan. 28, 2021

View all past filings

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