American Institute for Advanced Investment Management

American Institute for Advanced Investment Management as of March 31, 2025

Portfolio Holdings for American Institute for Advanced Investment Management

American Institute for Advanced Investment Management holds 143 positions in its portfolio as reported in the March 2025 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 $9.7M 27k 361.09
Ishares Tr Rus 1000 Val Etf (IWD) 4.8 $6.3M 33k 188.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.2 $5.5M 9.8k 559.36
Apple (AAPL) 3.8 $5.0M 23k 222.13
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.9 $3.7M 37k 100.62
Microsoft Corporation (MSFT) 2.7 $3.6M 9.5k 375.37
Vanguard Specialized Funds Div App Etf (VIG) 2.6 $3.4M 17k 193.99
Vanguard Index Fds Total Stk Mkt (VTI) 2.5 $3.2M 12k 274.84
Vanguard Index Fds Growth Etf (VUG) 1.8 $2.3M 6.3k 370.82
Ishares Tr Russell 2000 Etf (IWM) 1.8 $2.3M 12k 199.50
Amazon (AMZN) 1.7 $2.2M 12k 190.26
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.6 $2.0M 3.8k 533.48
Vanguard Index Fds Value Etf (VTV) 1.6 $2.0M 12k 172.74
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.3 $1.7M 15k 116.55
Select Sector Spdr Tr Financial (XLF) 1.3 $1.7M 35k 49.81
Illinois Tool Works (ITW) 1.3 $1.7M 6.8k 248.01
John Hancock Exchange Traded Multifactr Sml (JHSC) 1.3 $1.7M 45k 37.27
Abbvie (ABBV) 1.3 $1.7M 7.9k 209.52
Home Depot (HD) 1.2 $1.6M 4.4k 366.49
Global X Fds Us Infr Dev Etf (PAVE) 1.2 $1.6M 41k 37.73
Select Sector Spdr Tr Sbi Healthcare (XLV) 1.2 $1.6M 11k 146.01
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.2 $1.5M 23k 65.29
Constellation Energy (CEG) 1.1 $1.5M 7.2k 204.24
Vanguard World Energy Etf (VDE) 1.1 $1.4M 11k 129.71
Spdr Gold Tr Gold Shs (GLD) 1.1 $1.4M 4.9k 288.14
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 1.1 $1.4M 8.0k 173.23
Vaneck Etf Trust Uranium And Nucl (NLR) 1.0 $1.3M 18k 73.27
Vaneck Etf Trust Semiconductr Etf (SMH) 1.0 $1.3M 6.1k 211.49
NVIDIA Corporation (NVDA) 0.9 $1.2M 11k 108.38
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.9 $1.2M 55k 21.86
Vanguard World Inf Tech Etf (VGT) 0.9 $1.2M 2.2k 542.42
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $1.2M 4.8k 244.64
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.9 $1.1M 18k 64.52
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.1M 6.8k 160.54
Johnson & Johnson (JNJ) 0.8 $1.0M 6.3k 165.84
Costco Wholesale Corporation (COST) 0.8 $1.0M 1.1k 945.78
Select Sector Spdr Tr Technology (XLK) 0.8 $1.0M 4.9k 206.48
Chevron Corporation (CVX) 0.8 $991k 5.9k 167.29
Ishares Tr U.s. Tech Etf (IYW) 0.7 $979k 7.0k 140.44
Spdr Ser Tr S&p Divid Etf (SDY) 0.7 $975k 7.2k 135.68
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $948k 18k 52.37
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.7 $938k 32k 29.69
Iron Mountain (IRM) 0.7 $935k 11k 86.04
Digital Realty Trust (DLR) 0.7 $919k 6.4k 143.29
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.6 $848k 17k 51.45
Ishares U S Etf Tr Short Duration B (NEAR) 0.6 $834k 16k 50.87
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.6 $803k 1.5k 532.58
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.6 $798k 1.00 798442.00
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.6 $778k 31k 24.95
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.6 $746k 14k 54.82
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.5 $714k 36k 19.59
Global X Fds Us Pfd Etf (PFFD) 0.5 $703k 37k 19.04
Vanguard Index Fds Mid Cap Etf (VO) 0.5 $690k 2.7k 258.60
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $673k 8.6k 78.28
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $670k 6.4k 104.57
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.5 $670k 17k 40.29
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.5 $661k 7.4k 89.64
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.5 $649k 10k 63.00
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.5 $630k 32k 19.48
Alphabet Cap Stk Cl A (GOOGL) 0.5 $622k 4.0k 154.63
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $617k 1.3k 468.92
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $606k 30k 20.35
Microchip Technology (MCHP) 0.5 $599k 12k 48.41
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.5 $598k 6.1k 98.85
Spdr Ser Tr Bloomberg 1-3 Mo (BIL) 0.5 $598k 6.5k 91.73
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP) 0.4 $580k 28k 20.68
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $558k 5.9k 95.36
Select Sector Spdr Tr Energy (XLE) 0.4 $550k 5.9k 93.45
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 0.4 $548k 7.1k 76.72
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.4 $533k 4.8k 110.18
Procter & Gamble Company (PG) 0.4 $518k 3.0k 170.42
Wal-Mart Stores (WMT) 0.4 $517k 5.9k 87.79
Energy Transfer Com Ut Ltd Ptn (ET) 0.4 $503k 27k 18.59
Waste Management (WM) 0.4 $492k 2.1k 231.51
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $486k 3.8k 128.96
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $476k 927.00 513.91
Broadcom (AVGO) 0.4 $475k 2.8k 167.43
Enterprise Products Partners (EPD) 0.4 $472k 14k 34.14
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.4 $463k 25k 18.70
Select Sector Spdr Tr Indl (XLI) 0.4 $459k 3.5k 131.07
First Tr Exchange-traded Smid Risng Etf (SDVY) 0.3 $452k 14k 33.50
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $432k 25k 17.59
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $425k 4.4k 95.98
Chubb (CB) 0.3 $420k 1.5k 283.68
McDonald's Corporation (MCD) 0.3 $414k 1.3k 312.37
First Tr Exchange Traded Rba Indl Etf (AIRR) 0.3 $404k 5.9k 68.20
JPMorgan Chase & Co. (JPM) 0.3 $402k 1.6k 245.30
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.3 $386k 21k 18.53
International Business Machines (IBM) 0.3 $383k 1.5k 248.66
Abbott Laboratories (ABT) 0.3 $361k 2.7k 132.65
First Tr Mid Cap Core Alphad Com Shs (FNX) 0.3 $358k 3.3k 108.98
Tri-Continental Corporation (TY) 0.3 $351k 11k 30.67
Altria (MO) 0.3 $349k 5.8k 60.02
Merck & Co (MRK) 0.3 $349k 3.9k 89.76
Oracle Corporation (ORCL) 0.3 $348k 2.5k 139.81
Vanguard World Health Car Etf (VHT) 0.3 $335k 1.3k 264.73
Pepsi (PEP) 0.3 $335k 2.2k 149.94
Caterpillar (CAT) 0.3 $331k 1.0k 329.80
Eli Lilly & Co. (LLY) 0.3 $330k 400.00 825.91
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $327k 2.9k 112.67
Martin Marietta Materials (MLM) 0.2 $316k 660.00 478.13
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.2 $314k 24k 13.21
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.2 $313k 8.6k 36.41
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $308k 15k 20.70
Ishares Tr U.s. Med Dvc Etf (IHI) 0.2 $300k 5.0k 60.19
Charles Schwab Corporation (SCHW) 0.2 $299k 3.8k 78.28
Eaton Corp SHS (ETN) 0.2 $298k 1.1k 271.72
Honeywell International (HON) 0.2 $297k 1.4k 211.75
Ishares Tr Select Divid Etf (DVY) 0.2 $293k 2.2k 134.29
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $290k 1.5k 188.17
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.2 $283k 6.5k 43.83
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.2 $280k 5.6k 50.02
Ishares Tr Gnma Bond Etf (GNMA) 0.2 $265k 6.0k 43.90
Exxon Mobil Corporation (XOM) 0.2 $265k 2.2k 118.93
Ishares Silver Tr Ishares (SLV) 0.2 $264k 8.5k 30.99
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.2 $256k 5.5k 46.76
Philip Morris International (PM) 0.2 $246k 1.6k 158.73
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $243k 11k 23.04
Sap Se Spon Adr (SAP) 0.2 $242k 900.00 268.44
Ishares Tr Short Treas Bd (SHV) 0.2 $240k 2.2k 110.46
Palantir Technologies Cl A (PLTR) 0.2 $236k 2.8k 84.40
Consolidated Water Ord (CWCO) 0.2 $235k 9.6k 24.49
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.2 $233k 5.1k 45.26
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $231k 9.5k 24.34
RBB Us Treas 3 Mnth (TBIL) 0.2 $230k 4.6k 50.01
Cheniere Energy Partners Com Unit (CQP) 0.2 $230k 3.5k 66.04
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $226k 6.0k 37.49
Trane Technologies SHS (TT) 0.2 $224k 665.00 336.92
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $223k 2.7k 82.73
Cintas Corporation (CTAS) 0.2 $222k 1.1k 205.53
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $220k 4.8k 45.97
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.2 $216k 4.2k 51.50
First Tr Sml Cp Core Alpha F Com Shs (FYX) 0.2 $214k 2.4k 90.09
Spdr Ser Tr S&p Bk Etf (KBE) 0.2 $212k 4.0k 52.96
Gartner (IT) 0.2 $210k 500.00 419.74
Alphabet Cap Stk Cl C (GOOG) 0.2 $209k 1.3k 156.19
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $209k 1.1k 193.06
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 0.2 $208k 4.7k 43.84
Ishares Tr Msci India Etf (INDA) 0.2 $204k 4.0k 51.48
AmerisourceBergen (COR) 0.1 $184k 15k 12.60
Nuveen Insd Dividend Advantage (NVG) 0.1 $126k 10k 12.38
Nuveen Div. Advantage Muni. Fund (NAD) 0.1 $124k 11k 11.52
Fibrobiologics Com Shs (FBLG) 0.1 $79k 88k 0.90