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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, MINT, and represent 21.00% of American Institute for Advanced Investment Management's stock portfolio.
Added to shares of these 10 stocks: IWF (+$9.3M), VUG, VGT, EMLP, FXZ, MU, IGLD, DTCR, KLAC, VO.
Started 9 new stock positions in DTCR, VCSH, MU, IGLD, TXN, RDVY, FXZ, INTC, FTGS.
Reduced shares in these 10 stocks: BIL, Honeywell International, FTCS, SHLD, SHEL, NVDA, WM, SPY, VIG, ABBV.
Sold out of its positions in Blackrock Utils Infrastructu, Honeywell International, SHEL.
American Institute for Advanced Investment Management was a net buyer of stock by $17M.
American Institute for Advanced Investment Management has $173M in assets under management (AUM), dropping by 12.14%.
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 159 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	7.2	$13M	+297%	100k	124.17	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.4	$7.6M		31k	242.43	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.0	$6.9M	-2%	9.3k	746.73	View chart
Apple (AAPL)	3.3	$5.7M		20k	289.35	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.2	$3.7M		37k	100.81	View chart
Microsoft Corporation (MSFT)	2.0	$3.5M		9.3k	373.01	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.9	$3.3M		11k	300.46	View chart
Vanguard Index Fds Growth Etf (VUG)	1.8	$3.1M	+501%	36k	86.14	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$3.0M		8.1k	370.04	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$2.8M		13k	217.93	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.6	$2.8M	-5%	12k	236.62	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.5	$2.7M	+2%	4.1k	655.85	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.5	$2.7M	+3%	15k	176.65	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.5	$2.6M		3.7k	703.34	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.5	$2.5M		18k	143.08	View chart
Amazon (AMZN)	1.4	$2.4M		10k	238.34	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.4	$2.4M		41k	58.92	View chart
Spdr Gold Tr Gold Shs (GLD)	1.3	$2.3M	-3%	6.2k	368.07	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	1.3	$2.3M		47k	48.56	View chart
NVIDIA Corporation (NVDA)	1.2	$2.1M	-8%	11k	200.09	View chart
Spdr Series Trust St Str Blo 1 Etf (BIL)	1.2	$2.1M	-13%	23k	91.64	View chart
Vanguard World Inf Tech Etf (VGT)	1.2	$2.1M	+692%	17k	119.52	View chart
Global X Fds Artificial Etf (AIQ)	1.2	$2.0M	+2%	31k	65.61	View chart
Vaneck Etf Trust Urani Nucle Etf (NLR)	1.2	$2.0M		17k	115.98	View chart
Abbvie (ABBV)	1.0	$1.8M	-5%	7.2k	251.64	View chart
Ishares Tr U.s. Tech Etf (IYW)	1.0	$1.7M	+2%	6.9k	252.23	View chart
Select Sector Spdr Tr St Str Techn Etf (XLK)	1.0	$1.7M		9.1k	190.52	View chart
Johnson & Johnson (JNJ)	0.9	$1.6M	-2%	6.3k	253.97	View chart
Select Sector Spdr Tr St Str Finl Etf (XLF)	0.9	$1.5M	-2%	29k	53.61	View chart
Constellation Energy (CEG)	0.9	$1.5M		6.0k	249.78	View chart
Select Sector Spdr Tr St Str Care Etf (XLV)	0.8	$1.5M	-7%	9.3k	158.66	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$1.4M		4.7k	306.30	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.3M		6.8k	197.60	View chart
Home Depot (HD)	0.8	$1.3M		10k	132.85	View chart
Illinois Tool Works (ITW)	0.8	$1.3M		4.8k	270.47	View chart
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)	0.8	$1.3M	+8%	26k	50.39	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.7	$1.3M		52k	24.72	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.7	$1.3M		19k	66.60	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.2M		3.6k	346.98	View chart
McKesson Corporation (MCK)	0.7	$1.2M		1.6k	755.60	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$1.2M		5.6k	212.77	View chart
Global X Fds Defense Tech Etf (SHLD)	0.7	$1.1M	-17%	19k	59.71	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.7	$1.1M		16k	69.08	View chart
Blackrock Util & Infrastrctu (BUI)	0.6	$1.1M	+2%	38k	29.01	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.6	$1.1M		13k	88.54	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$1.1M	+8%	55k	19.62	View chart
Microchip Technology (MCHP)	0.6	$1.1M		12k	91.20	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.6	$1.1M	+4%	20k	52.41	View chart
Spdr Series Trust St Str Sp Div (SDY)	0.6	$1.0M		6.9k	152.18	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$1.0M	+16%	51k	20.37	View chart
Costco Wholesale Corporation (COST)	0.6	$1.0M		1.1k	935.47	View chart
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR)	0.6	$1.0M	+17%	20k	50.66	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.6	$999k		11k	89.85	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.6	$996k	+288%	23k	43.50	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$988k		1.3k	736.40	View chart
Broadcom (AVGO)	0.5	$932k	-5%	2.5k	377.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD)	0.5	$926k	-4%	31k	29.72	View chart
Caterpillar (CAT)	0.5	$925k		869.00	1064.90	View chart
Ssga Active Etf Tr St Str Total Etf (TOTL)	0.5	$923k	+2%	23k	39.47	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.5	$905k	+20%	1.4k	640.76	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.5	$898k		46k	19.57	View chart
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR)	0.5	$894k	-2%	25k	36.53	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.5	$871k	-3%	11k	76.33	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.5	$868k		5.8k	149.06	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$860k		5.8k	148.31	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.5	$796k	-6%	14k	58.26	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.5	$792k	+17%	43k	18.57	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.4	$766k	-5%	9.8k	77.91	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.4	$749k		1.00	748850.00	View chart
Applied Materials (AMAT)	0.4	$729k	-9%	1.0k	723.00	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$714k	-7%	1.0k	686.81	View chart
Global X Fds Us Pfd Etf (PFFD)	0.4	$696k		37k	18.69	View chart
Ishares Silver Tr Ishares (SLV)	0.4	$691k		13k	53.47	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$687k		35k	19.53	View chart
Advanced Micro Devices (AMD)	0.4	$686k	+19%	1.2k	580.91	View chart
Wal-Mart Stores (WMT)	0.4	$675k		6.0k	113.26	View chart
Select Sector Spdr Tr St Str Indl Etf (XLI)	0.4	$665k		3.6k	185.23	View chart
First Tr Exchange-traded Materials Alph (FXZ)	0.4	$663k	NEW	8.4k	79.44	View chart
Micron Technology (MU)	0.4	$656k	NEW	568.00	1154.29	View chart
First Tr Exchange-traded Ft Vest Gold (IGLD)	0.4	$648k	NEW	31k	21.06	View chart
Rio Tinto Sponsored Adr (RIO)	0.4	$640k	+16%	6.7k	94.93	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$632k	+300%	7.8k	80.57	View chart
Kla Corp Com New (KLAC)	0.4	$631k	+1129%	2.1k	301.71	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$627k		6.6k	94.57	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$612k	-15%	1.2k	500.39	View chart
Vanguard World Energy Etf (VDE)	0.4	$609k		4.1k	150.13	View chart
Global X Fds Data Ctr Dig Etf (DTCR)	0.3	$580k	NEW	19k	30.37	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$556k	+4%	9.3k	59.69	View chart
JPMorgan Chase & Co. (JPM)	0.3	$548k		1.7k	327.33	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.3	$548k	-7%	3.5k	158.03	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.3	$541k		5.6k	96.80	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.3	$540k		5.5k	99.01	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$528k		27k	19.29	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$507k		28k	17.88	View chart
Merck & Co (MRK)	0.3	$488k		3.8k	128.50	View chart
Freeport Mcmoran CL B (FCX)	0.3	$485k		7.7k	62.89	View chart
Enterprise Products Partners (EPD)	0.3	$480k		13k	36.76	View chart
Tesla Motors (TSLA)	0.3	$472k		1.1k	420.60	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.3	$453k		29k	15.74	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.3	$444k		6.9k	64.53	View chart
International Business Machines (IBM)	0.3	$438k	-6%	1.6k	281.21	View chart
Chevron Corporation (CVX)	0.3	$438k		2.6k	165.76	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$437k		4.6k	95.61	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.2	$429k	-4%	2.5k	173.52	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$427k	+12%	26k	16.64	View chart
Eli Lilly & Co. (LLY)	0.2	$420k	-10%	350.00	1199.43	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$416k	-2%	1.2k	353.84	View chart
Altria (MO)	0.2	$410k		5.7k	71.95	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$402k	-39%	4.3k	93.93	View chart
Chubb (CB)	0.2	$398k		1.2k	320.63	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.2	$394k		5.4k	72.69	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.2	$389k		3.7k	106.47	View chart
Eaton Corp SHS (ETN)	0.2	$386k		907.00	425.91	View chart
Martin Marietta Materials (MLM)	0.2	$381k		660.00	576.70	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$379k		2.7k	141.66	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$372k	+36%	4.5k	82.11	View chart
Etf Ser Solutions Defiance Space A (UFOX)	0.2	$368k		3.9k	95.04	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.2	$361k		4.8k	75.45	View chart
Iron Mountain (IRM)	0.2	$356k		2.8k	126.31	View chart
Tri-Continental Corporation (TY)	0.2	$355k		10k	34.42	View chart
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL)	0.2	$355k	-15%	4.7k	75.68	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$347k		15k	23.52	View chart
Procter & Gamble Company (PG)	0.2	$343k	-2%	2.3k	146.64	View chart
Charles Schwab Corporation (SCHW)	0.2	$341k		3.7k	92.27	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$329k		1.1k	303.09	View chart
Trane Technologies SHS (TT)	0.2	$327k		665.00	491.16	View chart
Oracle Corporation (ORCL)	0.2	$317k		2.2k	146.55	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$313k		15k	20.37	View chart
McDonald's Corporation (MCD)	0.2	$310k		1.1k	270.31	View chart
CSX Corporation (CSX)	0.2	$300k		6.3k	47.53	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$298k		1.9k	156.30	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$294k	+7%	12k	24.14	View chart
Texas Instruments Incorporated (TXN)	0.2	$294k	NEW	985.00	298.07	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$286k		6.6k	43.61	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$284k		2.0k	144.30	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$281k		2.6k	110.35	View chart
Philip Morris International (PM)	0.2	$281k		1.6k	180.91	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.2	$276k	+4%	3.2k	85.66	View chart
Exxon Mobil Corporation (XOM)	0.2	$271k		2.0k	136.72	View chart
Palantir Technologies Cl A (PLTR)	0.2	$271k	-27%	2.3k	116.67	View chart
Waste Management (WM)	0.2	$264k	-43%	1.2k	222.88	View chart
EQT Corporation (EQT)	0.2	$263k	-19%	4.9k	53.17	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$257k		1.8k	146.35	View chart
Digital Realty Trust (DLR)	0.1	$250k		1.4k	179.58	View chart
Emcor (EME)	0.1	$249k		300.00	829.88	View chart
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)	0.1	$249k	NEW	3.1k	79.03	View chart
AmerisourceBergen (COR)	0.1	$246k		19k	12.68	View chart
Select Sector Spdr Tr St Str Energ Etf (XLE)	0.1	$245k	-5%	4.6k	53.11	View chart
Consolidated Water Ord (CWCO)	0.1	$245k		8.3k	29.50	View chart
Raytheon Technologies Corp (RTX)	0.1	$242k		1.3k	189.73	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$235k		7.0k	33.84	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.1	$232k		5.2k	44.23	View chart
Vanguard World Health Car Etf (VHT)	0.1	$227k	-11%	759.00	299.01	View chart
Abbott Laboratories (ABT)	0.1	$217k	-11%	2.4k	90.74	View chart
First Tr Exchange Traded Risng Divd Achiv (RDVY)	0.1	$217k	NEW	2.7k	81.06	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$212k		4.2k	50.50	View chart
First Tr Exchange-traded Growth Strength (FTGS)	0.1	$208k	NEW	5.6k	37.00	View chart
Intel Corporation (INTC)	0.1	$203k	NEW	1.5k	139.63	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$131k		10k	12.80	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 2026 Q2 filed July 22, 2026
American Institute for Advanced Investment Management 2026 Q1 filed April 24, 2026
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

View all past filings

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