American Institute for Advanced Investment Management

American Institute for Advanced Investment Management as of March 31, 2023

Portfolio Holdings for American Institute for Advanced Investment Management

American Institute for Advanced Investment Management holds 100 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 7.4 $7.0M 29k 244.33
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.4 $5.1M 12k 409.38
Ishares Tr Rus 1000 Val Etf (IWD) 5.2 $4.8M 32k 152.26
Apple (AAPL) 4.5 $4.2M 28k 152.20
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 4.2 $4.0M 40k 99.25
Ishares Tr Russell 2000 Etf (IWM) 3.3 $3.1M 18k 178.40
Vanguard Specialized Funds Div App Etf (VIG) 3.1 $2.9M 19k 154.01
Vanguard Index Fds Total Stk Mkt (VTI) 3.1 $2.9M 14k 204.10
Microsoft Corporation (MSFT) 2.7 $2.5M 8.7k 287.11
Invesco Exch Trd Slf Idx Bulshs 2023 Cb 2.4 $2.3M 109k 20.75
Illinois Tool Works (ITW) 2.4 $2.2M 9.1k 243.45
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 2.2 $2.0M 4.5k 449.25
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.8 $1.7M 14k 123.37
Spdr Ser Tr S&p Divid Etf (SDY) 1.6 $1.5M 13k 116.91
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.5 $1.4M 19k 72.94
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.3 $1.3M 8.6k 144.62
Global X Fds Us Infr Dev Etf (PAVE) 1.3 $1.2M 45k 27.23
Ishares U S Etf Tr Blackrock St Mat (NEAR) 1.3 $1.2M 24k 49.60
Abbvie (ABBV) 1.2 $1.2M 7.9k 147.31
Amazon (AMZN) 1.2 $1.2M 11k 103.29
Vanguard Index Fds Value Etf (VTV) 1.2 $1.1M 8.2k 138.11
Home Depot (HD) 1.2 $1.1M 4.1k 276.63
Vanguard World Fds Energy Etf (VDE) 1.2 $1.1M 10k 109.09
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 1.2 $1.1M 67k 16.37
Microchip Technology (MCHP) 1.0 $978k 12k 80.01
Ishares Tr Ishs 1-5yr Invs (IGSB) 1.0 $944k 19k 50.54
Vanguard World Fds Inf Tech Etf (VGT) 1.0 $940k 2.5k 376.78
Johnson & Johnson (JNJ) 1.0 $939k 6.1k 155.00
Vanguard Index Fds Growth Etf (VUG) 1.0 $937k 3.8k 249.44
Chevron Corporation (CVX) 1.0 $934k 5.9k 157.52
Invesco Exch Trd Slf Idx Bulshs 2024 Cb (BSCO) 1.0 $931k 45k 20.59
Global X Fds Autonmous Ev Etf (DRIV) 1.0 $897k 41k 21.69
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.9 $814k 6.1k 134.07
First Tr Exchange Traded Nasdq Cln Edge (GRID) 0.9 $802k 8.6k 92.94
John Hancock Exchange Traded Multifactr Sml (JHSC) 0.8 $790k 25k 31.89
Spdr Gold Tr Gold Shs (GLD) 0.8 $765k 4.2k 181.70
Ishares Tr U.s. Tech Etf (IYW) 0.8 $739k 8.0k 92.81
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.8 $738k 19k 39.43
Vanguard Index Fds Mid Cap Etf (VO) 0.8 $714k 3.4k 210.92
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.7 $681k 13k 51.26
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.7 $675k 7.1k 94.89
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.7 $643k 8.4k 76.49
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.7 $624k 18k 34.07
Vaneck Etf Trust Uranium Pls Nucl (NLR) 0.6 $587k 12k 51.09
Ishares Tr U.s. Med Dvc Etf (IHI) 0.6 $586k 12k 50.76
First Tr Exchange-traded Nas Clnedg Green (QCLN) 0.6 $580k 12k 50.20
Vanguard World Fds Health Car Etf (VHT) 0.6 $580k 2.4k 238.46
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.6 $558k 6.2k 90.68
Select Sector Spdr Tr Energy (XLE) 0.6 $544k 6.6k 82.83
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.6 $533k 43k 12.35
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.6 $531k 31k 17.17
Select Sector Spdr Tr Financial (XLF) 0.6 $519k 18k 28.81
Iron Mountain (IRM) 0.6 $519k 11k 48.69
Procter & Gamble Company (PG) 0.5 $499k 3.4k 148.69
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $478k 1.3k 376.07
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.5 $475k 2.4k 194.89
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $466k 1.00 465600.00
Costco Wholesale Corporation (COST) 0.5 $462k 929.00 496.87
Wisdomtree Tr Emer Mkt High Fd (DEM) 0.5 $458k 14k 32.84
Select Sector Spdr Tr Technology (XLK) 0.5 $438k 3.3k 133.13
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.4 $408k 20k 20.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $404k 1.3k 308.77
Etf Ser Solutions Defiance Next (FIVG) 0.4 $392k 13k 30.86
Merck & Co (MRK) 0.4 $392k 3.7k 106.39
Constellation Energy (CEG) 0.4 $386k 6.2k 62.62
Abbott Laboratories (ABT) 0.4 $384k 4.0k 95.83
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.4 $376k 7.5k 49.78
Nuveen Int Dur Qual Mun Trm 0.4 $368k 29k 12.77
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $359k 1.4k 261.34
Wal-Mart Stores (WMT) 0.4 $352k 2.4k 147.45
Intel Corporation (INTC) 0.4 $351k 11k 32.67
Pepsi (PEP) 0.4 $351k 1.9k 182.30
Honeywell International (HON) 0.4 $345k 1.8k 191.12
Exchange Traded Concepts Tr Robo Glb Etf (ROBO) 0.4 $338k 7.8k 43.56
First Tr Exchange-traded Nasdq Artfcial (ROBT) 0.4 $337k 7.9k 42.63
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $334k 3.5k 96.70
Ishares Tr Rus 2000 Val Etf (IWN) 0.3 $326k 2.8k 117.33
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.3 $298k 8.3k 36.03
Enterprise Products Partners (EPD) 0.3 $292k 12k 23.99
Ishares Tr Gnma Bond Etf (GNMA) 0.3 $290k 6.5k 44.46
Tri-Continental Corporation (TY) 0.3 $282k 11k 26.55
Ishares Tr Gl Clean Ene Etf (ICLN) 0.3 $274k 17k 16.40
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 0.3 $269k 4.3k 62.64
Invesco Exch Trd Slf Idx Bulshs 2023 Muni 0.3 $266k 11k 25.10
McDonald's Corporation (MCD) 0.3 $264k 945.00 279.61
Energy Transfer Com Ut Ltd Ptn (ET) 0.3 $263k 23k 11.56
Altria (MO) 0.3 $256k 5.7k 44.62
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.3 $256k 3.0k 85.07
First Tr Exchange-traded Nat Gas Etf (FCG) 0.3 $238k 11k 20.94
Exxon Mobil Corporation (XOM) 0.2 $234k 2.1k 109.66
Select Sector Spdr Tr Sbi Int-inds (XLI) 0.2 $231k 2.6k 87.74
Martin Marietta Materials (MLM) 0.2 $220k 705.00 312.29
Caterpillar (CAT) 0.2 $220k 959.00 228.84
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $214k 9.0k 23.68
Alphabet Cap Stk Cl A (GOOGL) 0.2 $210k 2.9k 73.28
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $201k 452.00 444.67
Consolidated Water Ord (CWCO) 0.2 $174k 11k 16.43
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $124k 11k 11.53
Nuveen High Income 2023 0.1 $99k 11k 9.19
Liberty All-Star Growth Fund (ASG) 0.1 $55k 10k 5.28