American Institute for Advanced Investment Management

American Institute for Advanced Investment Management as of Dec. 31, 2024

Portfolio Holdings for American Institute for Advanced Investment Management

American Institute for Advanced Investment Management holds 132 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 7.9 $11M 27k 401.58
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.6 $6.2M 11k 586.08
Ishares Tr Rus 1000 Val Etf (IWD) 4.5 $6.1M 33k 185.13
Apple (AAPL) 4.1 $5.5M 22k 250.42
Microsoft Corporation (MSFT) 3.0 $4.0M 9.6k 421.50
Vanguard Index Fds Total Stk Mkt (VTI) 2.7 $3.6M 12k 289.81
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.6 $3.5M 35k 100.34
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $3.4M 18k 195.83
Ishares Tr Russell 2000 Etf (IWM) 2.0 $2.7M 12k 220.97
Amazon (AMZN) 2.0 $2.7M 12k 219.39
Vanguard Index Fds Growth Etf (VUG) 1.9 $2.5M 6.1k 410.44
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.6 $2.2M 3.8k 569.58
Illinois Tool Works (ITW) 1.3 $1.7M 6.8k 253.56
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.2 $1.7M 15k 114.73
Global X Fds Us Infr Dev Etf (PAVE) 1.2 $1.7M 41k 40.41
Home Depot (HD) 1.2 $1.6M 4.2k 388.99
Vanguard Index Fds Value Etf (VTV) 1.2 $1.6M 9.7k 169.30
Select Sector Spdr Tr Financial (XLF) 1.2 $1.6M 33k 48.33
John Hancock Exchange Traded Multifactr Sml (JHSC) 1.2 $1.6M 40k 39.74
Constellation Energy (CEG) 1.2 $1.6M 6.9k 223.71
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.1 $1.5M 11k 137.57
Vaneck Etf Trust Semiconductr Etf (SMH) 1.1 $1.5M 6.2k 242.19
NVIDIA Corporation (NVDA) 1.1 $1.5M 11k 134.29
Vanguard World Inf Tech Etf (VGT) 1.1 $1.4M 2.3k 621.87
Vaneck Etf Trust Uranium And Nucl (NLR) 1.0 $1.4M 17k 81.34
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.0 $1.4M 12k 119.34
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.0 $1.4M 7.9k 175.23
Abbvie (ABBV) 1.0 $1.4M 7.7k 177.70
Vanguard World Energy Etf (VDE) 1.0 $1.4M 11k 121.31
Digital Realty Trust (DLR) 0.9 $1.3M 7.2k 177.33
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $1.2M 4.8k 253.75
First Tr Exchange-traded Buywrit Incm Etf (FTHI) 0.9 $1.2M 51k 23.27
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.9 $1.1M 17k 65.79
Ishares Tr U.s. Tech Etf (IYW) 0.8 $1.1M 6.9k 159.52
Select Sector Spdr Tr Technology (XLK) 0.8 $1.1M 4.7k 232.52
Spdr Gold Tr Gold Shs (GLD) 0.8 $1.1M 4.5k 242.13
Iron Mountain (IRM) 0.8 $1.1M 10k 105.11
First Tr Exchange-traded Rba Indl Etf (AIRR) 0.8 $1.1M 14k 77.04
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.8 $1.1M 35k 30.47
Ishares Tr Msci India Etf (INDA) 0.8 $1.1M 20k 52.64
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.1M 6.5k 161.77
Costco Wholesale Corporation (COST) 0.7 $999k 1.1k 916.27
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.7 $997k 28k 35.85
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.7 $973k 23k 42.97
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $949k 7.2k 132.10
Johnson & Johnson (JNJ) 0.7 $925k 6.4k 144.62
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.7 $885k 17k 53.44
Chevron Corporation (CVX) 0.7 $879k 6.1k 144.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $869k 17k 51.70
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.6 $806k 16k 51.68
Ishares U S Etf Tr Short Duration B (NEAR) 0.6 $768k 15k 50.50
Microchip Technology (MCHP) 0.5 $723k 13k 57.35
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.5 $716k 6.4k 111.37
Global X Fds Us Pfd Etf (PFFD) 0.5 $692k 36k 19.51
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $684k 1.5k 453.28
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $683k 5.9k 115.22
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.5 $682k 27k 25.52
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $681k 1.00 680920.00
Alphabet Cap Stk Cl A (GOOGL) 0.5 $677k 3.6k 189.30
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $662k 8.6k 77.27
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $651k 7.4k 87.82
Broadcom (AVGO) 0.5 $649k 2.8k 231.84
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.5 $624k 5.4k 115.72
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $623k 2.4k 264.11
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.5 $617k 9.7k 63.45
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.4 $600k 29k 20.65
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.4 $598k 7.8k 76.46
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $591k 30k 19.59
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.4 $581k 30k 19.48
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $568k 1.1k 538.81
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.4 $559k 29k 19.43
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $556k 14k 39.39
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.4 $555k 5.0k 110.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.4 $550k 1.1k 511.23
Wal-Mart Stores (WMT) 0.4 $547k 6.1k 90.35
Procter & Gamble Company (PG) 0.4 $509k 3.0k 167.65
Select Sector Spdr Tr Energy (XLE) 0.4 $504k 5.9k 85.66
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $481k 5.2k 92.45
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $463k 25k 18.70
Enterprise Products Partners (EPD) 0.3 $459k 15k 31.36
Oracle Corporation (ORCL) 0.3 $434k 2.6k 166.64
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $425k 24k 17.70
Select Sector Spdr Tr Indl (XLI) 0.3 $419k 3.2k 131.76
Waste Management (WM) 0.3 $396k 2.0k 201.79
Merck & Co (MRK) 0.3 $391k 3.9k 99.48
McDonald's Corporation (MCD) 0.3 $384k 1.3k 289.89
Vanguard World Health Car Etf (VHT) 0.3 $382k 1.5k 253.69
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $377k 4.0k 94.99
Eaton Corp SHS (ETN) 0.3 $368k 1.1k 331.87
Caterpillar (CAT) 0.3 $365k 1.0k 362.76
Tri-Continental Corporation (TY) 0.3 $363k 11k 31.69
Spdr Ser Tr S&p Bk Etf (KBE) 0.3 $363k 6.5k 55.47
Pepsi (PEP) 0.3 $362k 2.4k 152.06
Ishares Tr Ishares Semicdtr (SOXX) 0.3 $349k 1.6k 215.49
International Business Machines (IBM) 0.3 $347k 1.6k 219.83
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.3 $344k 3.4k 101.06
Chubb (CB) 0.3 $337k 1.2k 276.30
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $334k 2.9k 115.13
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.2 $334k 17k 20.13
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.2 $326k 23k 14.41
JPMorgan Chase & Co. (JPM) 0.2 $321k 1.3k 239.71
Abbott Laboratories (ABT) 0.2 $320k 2.8k 113.11
Martin Marietta Materials (MLM) 0.2 $320k 620.00 516.50
Honeywell International (HON) 0.2 $316k 1.4k 225.89
Eli Lilly & Co. (LLY) 0.2 $309k 400.00 772.00
Altria (MO) 0.2 $304k 5.8k 52.29
Ishares Tr Select Divid Etf (DVY) 0.2 $286k 2.2k 131.29
Charles Schwab Corporation (SCHW) 0.2 $283k 3.8k 74.01
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $281k 1.3k 210.49
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $277k 8.1k 34.13
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.2 $272k 5.5k 49.53
Consolidated Water Ord (CWCO) 0.2 $267k 10k 25.89
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.2 $266k 5.5k 48.42
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $261k 2.0k 127.59
Ishares Tr Gnma Bond Etf (GNMA) 0.2 $259k 6.0k 42.93
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $259k 4.4k 58.35
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $249k 11k 23.61
Palantir Technologies Cl A (PLTR) 0.2 $246k 3.3k 75.63
Gartner (IT) 0.2 $242k 500.00 484.47
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $234k 5.3k 44.04
Alphabet Cap Stk Cl C (GOOG) 0.2 $229k 1.2k 190.44
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $223k 4.7k 47.65
Sap Se Spon Adr (SAP) 0.2 $222k 900.00 246.21
Exxon Mobil Corporation (XOM) 0.2 $215k 2.0k 107.57
First Tr Exchange-traded Growth Strength (FTGS) 0.2 $213k 6.8k 31.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $212k 7.6k 27.87
Philip Morris International (PM) 0.2 $211k 1.8k 120.35
CSX Corporation (CSX) 0.2 $204k 6.3k 32.27
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.1 $195k 11k 18.34
Fibrobiologics Com Shs (FBLG) 0.1 $176k 88k 2.00
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $126k 11k 11.66
Nuveen Insd Dividend Advantage (NVG) 0.1 $125k 10k 12.26