American Institute for Advanced Investment Management

Latest statistics and disclosures from American Institute for Advanced Investment Management's latest quarterly 13F-HR filing:

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Positions held by American Institute for Advanced Investment Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for American Institute for Advanced Investment Management

American Institute for Advanced Investment Management holds 106 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 6.1 $6.7M 31k 214.24
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.8 $5.3M 14k 382.43
Ishares Tr Rus 1000 Val Etf (IWD) 4.7 $5.1M 34k 151.65
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 4.0 $4.4M -4% 45k 98.65
Apple (AAPL) 3.8 $4.2M +3% 32k 129.93
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $3.4M -2% 22k 151.85
Ishares Tr Russell 2000 Etf (IWM) 3.1 $3.4M -2% 19k 174.36
Vanguard Index Fds Total Stk Mkt (VTI) 2.6 $2.8M 15k 191.19
Microsoft Corporation (MSFT) 2.2 $2.4M -2% 10k 239.82
Invesco Exch Trd Slf Idx Bulshs 2023 Cb (BSCN) 2.1 $2.3M +7% 112k 20.98
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.1 $2.3M +2% 17k 135.85
Spdr Ser Tr S&p Divid Etf (SDY) 2.1 $2.3M +4% 18k 125.11
Illinois Tool Works (ITW) 2.0 $2.2M -8% 10k 220.30
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.9 $2.0M -3% 4.6k 442.79

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Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.8 $1.9M 40k 49.27
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.5 $1.7M NEW 95k 17.81
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.5 $1.7M -4% 22k 74.95
Abbvie (ABBV) 1.4 $1.5M +4% 9.5k 161.61
Home Depot (HD) 1.3 $1.4M +6% 4.5k 315.86
Global X Fds Us Infr Dev Etf (PAVE) 1.3 $1.4M 52k 26.49
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.2 $1.4M -5% 9.7k 141.25
Vanguard Index Fds Growth Etf (VUG) 1.2 $1.4M 6.4k 213.11
Vanguard World Fds Energy Etf (VDE) 1.2 $1.4M +4% 11k 121.27
Johnson & Johnson (JNJ) 1.2 $1.3M 7.4k 176.65
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 1.2 $1.3M +5% 34k 37.49
Chevron Corporation (CVX) 1.2 $1.3M 7.1k 179.49
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $1.3M -23% 26k 49.82
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 1.2 $1.3M -40% 13k 94.26
Vanguard Index Fds Mcap Vl Idxvip (VOE) 1.1 $1.2M -5% 9.0k 135.24
Vanguard Index Fds Value Etf (VTV) 1.1 $1.2M -3% 8.6k 140.37
Eaton Vance Tax Managed Buy Write Opport (ETV) 1.1 $1.2M 97k 12.28
Amazon (AMZN) 1.0 $1.1M 13k 84.00
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.9 $1.0M -16% 14k 75.28
Microchip Technology (MCHP) 0.9 $976k +4% 14k 70.25
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.9 $947k -15% 24k 38.98
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $930k 5.2k 179.76
Global X Fds Autonmous Ev Etf (DRIV) 0.8 $918k +5% 46k 19.87
Vanguard World Fds Inf Tech Etf (VGT) 0.8 $918k -2% 2.9k 319.36
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.8 $917k 11k 87.24
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $871k -8% 4.3k 203.82
Walt Disney Company (DIS) 0.8 $833k NEW 467.00 1784.67
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.8 $828k +2% 27k 30.59
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.7 $786k +2% 15k 51.54
Spdr Gold Tr Gold Shs (GLD) 0.7 $776k 4.6k 169.64
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 0.7 $758k -5% 37k 20.49
Select Sector Spdr Tr Financial (XLF) 0.7 $734k +2% 22k 34.20
Ishares Tr U.s. Med Dvc Etf (IHI) 0.7 $734k 14k 52.57
Select Sector Spdr Tr Technology (XLK) 0.7 $732k +3% 5.9k 124.44
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.6 $695k -17% 15k 47.19
Constellation Energy (CEG) 0.6 $687k +18% 8.0k 86.21
Ishares Tr U.s. Tech Etf (IYW) 0.6 $673k 9.0k 74.49
Cheniere Energy Partners Com Unit (CQP) 0.6 $660k +2% 12k 56.87
Vanguard World Fds Health Car Etf (VHT) 0.6 $604k 2.4k 248.05
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.5 $585k +9% 16k 35.64
Iron Mountain (IRM) 0.5 $569k +8% 11k 49.85
Select Sector Spdr Tr Energy (XLE) 0.5 $563k -5% 6.4k 87.47
Procter & Gamble Company (PG) 0.5 $554k 3.7k 151.56
Costco Wholesale Corporation (COST) 0.5 $504k 1.1k 456.50
Pepsi (PEP) 0.4 $481k 2.7k 180.66
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $470k 1.5k 308.90
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $469k 1.00 468711.00
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.4 $467k 5.3k 88.38
Vaneck Etf Trust Agribusiness Etf (MOO) 0.4 $458k -3% 5.3k 85.84
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $447k 1.3k 351.34
Abbott Laboratories (ABT) 0.4 $440k +5% 4.0k 109.79
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.4 $438k -33% 9.5k 46.33
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $434k -25% 8.8k 49.30
Etf Ser Solutions Defiance Next (FIVG) 0.4 $431k -2% 14k 29.87
Ishares Tr Rus 2000 Val Etf (IWN) 0.4 $424k +2% 3.1k 138.67
First Tr Exchange-traded Nat Gas Etf (FCG) 0.4 $416k NEW 17k 24.51
Alphabet Cap Stk Cl A (GOOGL) 0.4 $415k -4% 4.7k 88.23
Pfizer (PFE) 0.4 $411k +9% 8.0k 51.24
Merck & Co (MRK) 0.4 $405k 3.7k 110.95
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.4 $396k +29% 5.1k 78.40
McDonald's Corporation (MCD) 0.4 $394k 1.5k 263.53
Honeywell International (HON) 0.4 $386k 1.8k 214.30
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $380k +8% 1.4k 266.28
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $367k +15% 9.5k 38.71
Nuveen Int Dur Qual Mun Trm (NIQ) 0.3 $348k 28k 12.49
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $342k 4.0k 85.56
Ishares Tr Core S&p Scp Etf (IJR) 0.3 $341k 3.6k 94.64
Wal-Mart Stores (WMT) 0.3 $339k 2.4k 141.79
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.3 $335k +11% 3.4k 98.21
Ishares Tr Gnma Bond Etf (GNMA) 0.3 $331k -53% 7.6k 43.51
Ishares Tr Select Divid Etf (DVY) 0.3 $325k 2.7k 120.60
Intel Corporation (INTC) 0.3 $304k -2% 12k 26.43
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.3 $297k NEW 8.3k 35.72
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $292k -86% 17k 16.80
Waste Management (WM) 0.3 $282k +12% 1.8k 156.88
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $279k NEW 14k 19.85
Tri-Continental Corporation (TY) 0.2 $272k +2% 11k 25.63
Exxon Mobil Corporation (XOM) 0.2 $271k +4% 2.5k 110.30
Invesco Exch Trd Slf Idx Bulshs 2023 Muni (BSMN) 0.2 $266k 11k 25.14
Martin Marietta Materials (MLM) 0.2 $265k -4% 785.00 337.97
Altria (MO) 0.2 $262k 5.7k 45.71
Invesco Exch Traded Fd Tr Ii Solar Etf (TAN) 0.2 $254k +11% 3.5k 72.94
CSX Corporation (CSX) 0.2 $245k 7.9k 30.98
Caterpillar (CAT) 0.2 $241k NEW 1.0k 239.56
Oracle Corporation (ORCL) 0.2 $214k NEW 2.6k 81.74
AutoNation (AN) 0.2 $214k NEW 2.0k 107.30
JPMorgan Chase & Co. (JPM) 0.2 $212k NEW 1.6k 134.10
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $208k -26% 9.0k 22.94
CVS Caremark Corporation (CVS) 0.2 $205k 2.2k 93.18
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.2 $204k NEW 1.7k 116.50
Nuveen High Income 2023 (JHAA) 0.1 $129k 14k 9.07
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $127k -26% 11k 11.80

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