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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 20.98% of American Institute for Advanced Investment Management's stock portfolio.
Added to shares of these 10 stocks: MCK, BIL, SPDW, RIO, BUI, IHE, FCX, SHEL, EME, SLV.
Started 8 new stock positions in IHE, SHEL, EME, Blackrock Utils Infrastructu, RIO, FCX, AMD, MCK.
Reduced shares in these 10 stocks: VIG, VTI, HD, RSP, AAPL, ITW, DLR, BPRE, IWF, TBIL.
Sold out of its positions in BPRE, ET, FBLG, TBIL, SAP.
American Institute for Advanced Investment Management was a net buyer of stock by $1.2M.
American Institute for Advanced Investment Management has $154M in assets under management (AUM), dropping by -0.79%.
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 153 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Rus 1000 Grw Etf (IWF)	7.0	$11M	-2%	25k	426.40	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	4.4	$6.7M		32k	213.67	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	4.0	$6.2M		9.5k	650.31	View chart
Apple (AAPL)	3.2	$5.0M	-7%	20k	253.78	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	2.4	$3.7M		37k	100.57	View chart
Microsoft Corporation (MSFT)	2.2	$3.4M		9.3k	370.16	View chart
Spdr Gold Tr Gold Shs (GLD)	1.8	$2.7M	+4%	6.4k	427.36	View chart
Ishares Tr Russell 2000 Etf (IWM)	1.8	$2.7M		11k	248.01	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.7	$2.6M	-28%	12k	215.06	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.7	$2.6M	-28%	8.1k	320.81	View chart
Vanguard Index Fds Growth Etf (VUG)	1.7	$2.6M	-4%	5.9k	436.79	View chart
Vanguard Index Fds Value Etf (VTV)	1.6	$2.5M	+7%	13k	196.20	View chart
Spdr Series Trust State Street Spd (BIL)	1.6	$2.4M	+72%	27k	91.64	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	1.6	$2.4M		15k	165.70	View chart
Vaneck Etf Trust Uranium And Nucl (NLR)	1.5	$2.3M		17k	133.19	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	1.5	$2.3M		3.7k	616.76	View chart
Amazon (AMZN)	1.4	$2.1M	-5%	10k	208.27	View chart
First Tr Exchange-traded Nasdq Cln Edge (GRID)	1.4	$2.1M		17k	122.05	View chart
Global X Fds Us Infr Dev Etf (PAVE)	1.3	$2.1M		41k	50.81	View chart
NVIDIA Corporation (NVDA)	1.3	$2.0M		12k	174.40	View chart
John Hancock Exchange Traded Multifactr Sml (JHSC)	1.3	$2.0M	+6%	47k	42.89	View chart
Constellation Energy (CEG)	1.1	$1.7M	-3%	6.0k	280.67	View chart
Abbvie (ABBV)	1.1	$1.7M		7.7k	217.49	View chart
Global X Fds Defense Tech Etf (SHLD)	1.1	$1.7M		23k	70.84	View chart
Johnson & Johnson (JNJ)	1.0	$1.6M		6.5k	244.44	View chart
Vanguard World Inf Tech Etf (VGT)	1.0	$1.5M		2.2k	697.58	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	1.0	$1.5M		4.0k	383.37	View chart
Select Sector Spdr Tr State Street Hea (XLV)	0.9	$1.5M		10k	146.61	View chart
Select Sector Spdr Tr State Street Fin (XLF)	0.9	$1.4M	-2%	29k	49.37	View chart
Global X Fds Artificial Etf (AIQ)	0.9	$1.4M		30k	46.67	View chart
McKesson Corporation (MCK)	0.9	$1.4M	NEW	1.6k	865.36	View chart
Home Depot (HD)	0.8	$1.3M	-35%	10k	126.45	View chart
Ishares Tr Glb Infrastr Etf (IGF)	0.8	$1.3M		19k	67.00	View chart
Illinois Tool Works (ITW)	0.8	$1.3M	-17%	4.8k	260.29	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.8	$1.3M		6.8k	184.28	View chart
First Tr Exchange Traded Buywrit Incm Etf (FTHI)	0.8	$1.2M		52k	23.68	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.8	$1.2M	-5%	6.8k	181.42	View chart
Select Sector Spdr Tr State Street Tec (XLK)	0.8	$1.2M	-2%	9.2k	132.90	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.8	$1.2M		4.7k	257.35	View chart
Costco Wholesale Corporation (COST)	0.7	$1.1M		1.1k	996.43	View chart
Invesco Exchange Traded Fd T Water Res Etf (PHO)	0.7	$1.1M	-2%	16k	66.86	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.7	$1.1M	+121%	24k	45.65	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	0.7	$1.1M	-30%	5.6k	191.92	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.7	$1.0M		13k	82.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.7	$1.0M	+5%	20k	52.56	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.7	$1.0M	-2%	3.6k	279.92	View chart
Spdr Series Trust State Street Spd (SDY)	0.6	$1000k		6.9k	145.94	View chart
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)	0.6	$991k	+12%	51k	19.63	View chart
Blackrock Util & Infrastrctu (BUI)	0.6	$978k	+94%	37k	26.38	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)	0.6	$910k		33k	28.00	View chart
Ssga Active Etf Tr State Street Dou (TOTL)	0.6	$904k	+21%	23k	39.73	View chart
Ishares Silver Tr Ishares (SLV)	0.6	$893k	+30%	13k	68.14	View chart
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)	0.6	$892k	+15%	44k	20.42	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.6	$873k		17k	50.84	View chart
First Tr Exch Trd Alphdx Japan Alphadex (FJP)	0.6	$857k		12k	72.60	View chart
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)	0.6	$851k	-2%	25k	33.77	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.5	$816k	+13%	10k	78.41	View chart
Broadcom (AVGO)	0.5	$810k	-2%	2.6k	309.51	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$769k		1.3k	577.18	View chart
Pacer Fds Tr Trendp Us Lar Cp (PTLC)	0.5	$769k	-9%	15k	52.46	View chart
Microchip Technology (MCHP)	0.5	$756k		12k	64.61	View chart
First Tr Exchange-traded Wcm Intl Equity (WCMI)	0.5	$756k	+3%	45k	16.77	View chart
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV)	0.5	$730k		5.9k	124.40	View chart
Wal-Mart Stores (WMT)	0.5	$729k	+5%	5.9k	124.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.5	$722k	+4%	5.8k	124.31	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.5	$718k		1.00	718140.00	View chart
Vanguard World Energy Etf (VDE)	0.5	$702k	-13%	4.1k	173.04	View chart
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR)	0.5	$702k	-2%	11k	62.68	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.4	$694k	-3%	1.4k	479.20	View chart
Global X Fds Us Pfd Etf (PFFD)	0.4	$689k	+2%	37k	18.40	View chart
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)	0.4	$687k		35k	19.53	View chart
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)	0.4	$679k	+21%	36k	18.66	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.4	$675k	+22%	1.1k	597.55	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.4	$659k		7.1k	92.76	View chart
Ishares Tr 7-10 Yr Trsy Bd (IEF)	0.4	$633k	+14%	6.6k	95.44	View chart
Caterpillar (CAT)	0.4	$616k	-8%	869.00	708.46	View chart
Select Sector Spdr Tr State Street Ind (XLI)	0.4	$581k		3.6k	161.73	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.4	$563k	-7%	2.0k	287.18	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.4	$558k		3.8k	148.10	View chart
Chevron Corporation (CVX)	0.4	$546k	-5%	2.6k	206.90	View chart
Rio Tinto Sponsored Adr (RIO)	0.3	$538k	NEW	5.8k	93.29	View chart
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI)	0.3	$520k		27k	19.00	View chart
First Tr Exchange-traded A Com Shs (FTA)	0.3	$519k		5.6k	92.35	View chart
Enterprise Products Partners (EPD)	0.3	$504k	-5%	13k	37.84	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.3	$503k	+5%	28k	17.75	View chart
JPMorgan Chase & Co. (JPM)	0.3	$493k		1.7k	294.16	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.3	$480k	+64%	8.9k	54.05	View chart
Waste Management (WM)	0.3	$478k	-5%	2.1k	229.79	View chart
Palantir Technologies Cl A (PLTR)	0.3	$471k		3.2k	146.28	View chart
Ishares Tr U.s. Pharma Etf (IHE)	0.3	$464k	NEW	5.4k	86.68	View chart
Freeport Mcmoran CL B (FCX)	0.3	$462k	NEW	7.9k	58.78	View chart
Merck & Co (MRK)	0.3	$457k		3.8k	120.29	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	0.3	$439k		4.8k	91.77	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.3	$438k		4.6k	95.82	View chart
Eaton Vance Tax Managed Buy Write Opport (ETV)	0.3	$423k	+3%	29k	14.68	View chart
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL)	0.3	$420k	+93%	5.5k	75.65	View chart
Tesla Motors (TSLA)	0.3	$415k	+8%	1.1k	371.75	View chart
Wisdomtree Tr Japn Hedge Eqt (DXJ)	0.3	$412k		2.6k	158.58	View chart
International Business Machines (IBM)	0.3	$402k	-6%	1.7k	242.39	View chart
Chubb (CB)	0.3	$392k		1.2k	315.77	View chart
EQT Corporation (EQT)	0.3	$391k	+28%	6.1k	63.64	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.3	$389k	+10%	3.7k	106.50	View chart
Martin Marietta Materials (MLM)	0.3	$389k		660.00	588.68	View chart
Ishares Tr Ishares Semicdtr (SOXX)	0.2	$384k		1.2k	328.66	View chart
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)	0.2	$382k	+65%	23k	16.72	View chart
Applied Materials (AMAT)	0.2	$379k		1.1k	341.79	View chart
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG)	0.2	$377k	+4%	6.9k	54.81	View chart
Altria (MO)	0.2	$376k		5.7k	65.99	View chart
Eli Lilly & Co. (LLY)	0.2	$359k	-2%	390.00	919.77	View chart
Invesco Exchange Traded Fd T Buyback Achiev (PKW)	0.2	$356k	-5%	2.7k	131.25	View chart
McDonald's Corporation (MCD)	0.2	$356k	-6%	1.1k	310.79	View chart
Alphabet Cap Stk Cl C (GOOG)	0.2	$348k	-6%	1.2k	286.96	View chart
Charles Schwab Corporation (SCHW)	0.2	$347k		3.7k	93.98	View chart
Procter & Gamble Company (PG)	0.2	$345k	-15%	2.4k	144.44	View chart
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA)	0.2	$339k	+2%	15k	22.98	View chart
Exxon Mobil Corporation (XOM)	0.2	$337k		2.0k	169.66	View chart
Eaton Corp SHS (ETN)	0.2	$328k		917.00	357.49	View chart
Tri-Continental Corporation (TY)	0.2	$321k		10k	31.59	View chart
Oracle Corporation (ORCL)	0.2	$318k		2.2k	147.11	View chart
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN)	0.2	$313k	-3%	15k	20.41	View chart
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG)	0.2	$311k		5.5k	56.96	View chart
Honeywell International (HON)	0.2	$300k		1.3k	226.03	View chart
Select Sector Spdr Tr State Street Ene (XLE)	0.2	$298k		4.9k	61.26	View chart
Ishares Tr Select Divid Etf (DVY)	0.2	$289k	-12%	1.9k	151.41	View chart
Iron Mountain (IRM)	0.2	$285k	-40%	2.8k	102.14	View chart
Ishares Tr Trust Ishare 0-1 (SHV)	0.2	$282k	+9%	2.6k	110.39	View chart
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)	0.2	$281k	+13%	6.4k	43.59	View chart
Trane Technologies SHS (TT)	0.2	$277k		665.00	416.74	View chart
Abbott Laboratories (ABT)	0.2	$277k	-3%	2.7k	102.67	View chart
Schwab Strategic Tr Sht Tm Us Tres (SCHO)	0.2	$276k	+19%	11k	24.27	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.2	$275k		3.3k	82.57	View chart
Consolidated Water Ord (CWCO)	0.2	$275k	-3%	8.3k	33.12	View chart
Etf Ser Solutions Defiance Connect (SIXG)	0.2	$264k		3.9k	68.17	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	0.2	$263k		1.1k	237.70	View chart
CSX Corporation (CSX)	0.2	$259k		6.3k	41.05	View chart
First Tr Exchange-traded No Amer Energy (EMLP)	0.2	$258k		5.9k	43.66	View chart
Philip Morris International (PM)	0.2	$256k		1.6k	165.34	View chart
Kla Corp Com New (KLAC)	0.2	$250k		170.00	1472.41	View chart
Digital Realty Trust (DLR)	0.2	$248k	-50%	1.4k	180.21	View chart
Raytheon Technologies Corp (RTX)	0.2	$246k		1.3k	192.90	View chart
AmerisourceBergen (COR)	0.2	$244k		19k	12.72	View chart
First Tr Exchange-traded A Com Shs (FYX)	0.2	$235k	+2%	2.0k	119.35	View chart
Vanguard World Health Car Etf (VHT)	0.2	$235k		861.00	272.33	View chart
Ishares Tr Gnma Bond Etf (GNMA)	0.2	$232k	-3%	5.2k	44.33	View chart
First Tr Exchange-traded A Com Shs (FNX)	0.1	$225k		1.8k	128.24	View chart
Shell Spon Ads (SHEL)	0.1	$224k	NEW	2.4k	93.00	View chart
Emcor (EME)	0.1	$222k	NEW	300.00	738.31	View chart
Pimco Etf Tr Shtrm Mun Bd Act (SMMU)	0.1	$212k	-6%	4.2k	50.45	View chart
Exchange Traded Concepts Tru Robo Glb Etf (ROBO)	0.1	$210k	+5%	3.1k	68.43	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	0.1	$203k	-8%	7.0k	29.13	View chart
Advanced Micro Devices (AMD)	0.1	$201k	NEW	990.00	203.43	View chart
Nuveen Insd Dividend Advantage (NVG)	0.1	$126k		10k	12.33	View chart
Blackrock Utils Infrastructu Right 04/02/2026	0.0	$263.583500	NEW	33k	0.01	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 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
American Institute for Advanced Investment Management 2022 Q3 filed Oct. 25, 2022

View all past filings

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