American Institute for Advanced Investment Management

American Institute for Advanced Investment Management as of Dec. 31, 2025

Portfolio Holdings for American Institute for Advanced Investment Management

American Institute for Advanced Investment Management holds 150 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 7.9 $12M 26k 473.30
Ishares Tr Rus 1000 Val Etf (IWD) 4.3 $6.6M 32k 210.34
Spdr S&p 500 Etf Tr Tr Unit (SPY) 4.2 $6.5M 9.6k 681.89
Apple (AAPL) 3.7 $5.7M 21k 269.91
Microsoft Corporation (MSFT) 2.8 $4.4M 9.1k 483.49
Vanguard Index Fds Total Stk Mkt (VTI) 2.4 $3.8M 11k 335.27
Vanguard Specialized Funds Div App Etf (VIG) 2.4 $3.8M 17k 219.78
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.4 $3.7M 37k 100.34
Vanguard Index Fds Growth Etf (VUG) 2.0 $3.0M 6.2k 487.86
Ishares Tr Russell 2000 Etf (IWM) 1.7 $2.7M 11k 246.17
Amazon (AMZN) 1.6 $2.5M 11k 230.82
Spdr Gold Tr Gold Shs (GLD) 1.5 $2.4M 6.1k 394.72
Invesco Exchange Traded Aerospace Defn (PPA) 1.5 $2.3M 15k 157.70
Vanguard Index Fds Value Etf (VTV) 1.5 $2.3M 12k 190.99
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 1.4 $2.2M 3.7k 603.28
NVIDIA Corporation (NVDA) 1.4 $2.2M 12k 186.45
Constellation Energy (CEG) 1.4 $2.2M 6.2k 351.18
Vaneck Etf Trust Uranium And Nucl (NLR) 1.4 $2.2M 17k 124.91
First Tr Exchange Traded Nasdq Cln Edge (GRID) 1.3 $2.0M 17k 115.05
Global X Fds Us Infr Dev Etf (PAVE) 1.2 $1.9M 41k 47.92
John Hancock Exchange Multifactr Sml (JHSC) 1.2 $1.8M 44k 41.99
Abbvie (ABBV) 1.1 $1.7M 7.7k 227.57
Vanguard World Inf Tech Etf (VGT) 1.1 $1.7M 2.2k 753.59
Select Sector Spdr Tr State Street Fin (XLF) 1.1 $1.6M 30k 54.66
Select Sector Spdr Tr State Street Hea (XLV) 1.0 $1.6M 10k 154.84
Home Depot (HD) 1.0 $1.6M 16k 99.56
Invesco Exchange Traded S&p500 Eql Wgt (RSP) 1.0 $1.5M 8.0k 191.56
Global X Fds Artificial Etf (AIQ) 1.0 $1.5M 30k 50.86
Global X Fds Defense Tech Etf (SHLD) 1.0 $1.5M 23k 65.46
Vaneck Etf Trust Semiconductr Etf (SMH) 0.9 $1.5M 4.0k 361.34
Illinois Tool Works (ITW) 0.9 $1.4M 5.8k 246.30
Ishares Tr U.s. Tech Etf (IYW) 0.9 $1.4M 7.2k 199.68
Spdr Series Trust State Street Spd (BIL) 0.9 $1.4M 16k 91.38
Select Sector Spdr Tr State Street Tec (XLK) 0.9 $1.4M 9.5k 143.86
Johnson & Johnson (JNJ) 0.9 $1.3M 6.5k 206.95
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.9 $1.3M 4.8k 279.14
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.8 $1.3M 52k 24.31
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.2M 6.7k 177.37
Invesco Exchange Traded Water Res Etf (PHO) 0.8 $1.2M 17k 70.48
Ishares Tr Glb Infrastr Etf (IGF) 0.7 $1.2M 19k 61.42
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.1M 3.7k 304.64
Vanguard Intl Equity Index Ftse Europe Etf (VGK) 0.7 $1.0M 13k 83.69
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $982k 19k 52.88
Costco Wholesale Corporation (COST) 0.6 $960k 1.1k 863.81
Spdr Series Trust State Street Spd (SDY) 0.6 $950k 6.8k 139.16
Broadcom (AVGO) 0.6 $931k 2.7k 345.96
First Tr Exchng Traded Ft Vest Laddered (BUFD) 0.6 $925k 33k 28.24
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.6 $895k 16k 55.57
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $883k 45k 19.74
First Tr Exchng Traded Ft Vest Laddered (BUFR) 0.6 $883k 26k 34.26
Ishares U S Etf Tr Short Duration B (NEAR) 0.6 $870k 17k 51.10
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $827k 1.3k 613.24
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR) 0.5 $819k 12k 71.28
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.5 $794k 12k 67.27
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.5 $782k 38k 20.60
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.5 $758k 1.5k 502.65
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $755k 1.00 754800.00
Ssga Active Etf Tr State Street Dou (TOTL) 0.5 $755k 19k 40.25
Microchip Technology (MCHP) 0.5 $754k 12k 63.72
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.5 $744k 44k 17.06
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $721k 9.2k 78.81
Global X Fds Us Pfd Etf (PFFD) 0.4 $692k 37k 18.91
Invesco Exchange Traded S&p Sml600 Val (RZV) 0.4 $685k 5.8k 118.92
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.4 $684k 35k 19.58
Ishares Tr Core S&p Scp Etf (IJR) 0.4 $670k 5.6k 120.18
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $668k 7.2k 92.51
Ishares Silver Tr Ishares (SLV) 0.4 $645k 10k 64.42
Wal-Mart Stores (WMT) 0.4 $620k 5.6k 111.41
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $612k 2.1k 290.22
Vanguard World Energy Etf (VDE) 0.4 $595k 4.7k 126.17
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $579k 923.00 627.13
Palantir Technologies Cl A (PLTR) 0.4 $572k 3.2k 177.75
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.4 $565k 30k 18.84
Select Sector Spdr Tr State Street Ind (XLI) 0.4 $559k 3.6k 156.09
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $556k 5.8k 96.16
Caterpillar (CAT) 0.4 $545k 949.00 573.99
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $540k 3.8k 143.52
JPMorgan Chase & Co. (JPM) 0.3 $533k 1.7k 318.30
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $531k 27k 19.39
International Business Machines (IBM) 0.3 $525k 1.8k 295.98
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $492k 27k 18.22
Blackrock Util & Infrastrctu (BUI) 0.3 $491k 19k 25.77
First Tr Exchange-traded Com Shs (FTA) 0.3 $489k 5.7k 86.15
Waste Management (WM) 0.3 $485k 2.2k 219.84
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.3 $476k 11k 44.41
Tesla Motors (TSLA) 0.3 $465k 1.0k 449.72
Enterprise Products Partners (EPD) 0.3 $451k 14k 32.10
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $439k 4.6k 95.95
Digital Realty Trust (DLR) 0.3 $434k 2.8k 154.71
Eli Lilly & Co. (LLY) 0.3 $430k 400.00 1074.68
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $427k 28k 15.43
Chevron Corporation (CVX) 0.3 $425k 2.8k 152.41
Oracle Corporation (ORCL) 0.3 $422k 2.2k 194.91
Martin Marietta Materials (MLM) 0.3 $412k 660.00 623.66
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $410k 4.8k 85.77
Alphabet Cap Stk Cl C (GOOG) 0.3 $409k 1.3k 314.63
Procter & Gamble Company (PG) 0.3 $407k 2.8k 143.31
Merck & Co (MRK) 0.3 $400k 3.8k 105.26
Iron Mountain (IRM) 0.2 $387k 4.7k 82.95
Invesco Exchange Traded Buyback Achiev (PKW) 0.2 $387k 2.9k 134.32
Chubb (CB) 0.2 $383k 1.2k 308.48
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $379k 2.6k 145.93
McDonald's Corporation (MCD) 0.2 $374k 1.2k 305.63
Charles Schwab Corporation (SCHW) 0.2 $369k 3.7k 99.91
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $356k 1.2k 301.15
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $352k 3.3k 106.70
Abbott Laboratories (ABT) 0.2 $350k 2.8k 125.17
Invesco Exchange Traded S&P MDCP400 PR (RFG) 0.2 $345k 6.6k 52.44
Invesco Exch Traded Fd Tr Sr Ln Etf (BKLN) 0.2 $334k 16k 21.00
Invesco Exch Traded Fd Tr Natl Amt Muni (PZA) 0.2 $333k 14k 23.19
Altria (MO) 0.2 $332k 5.8k 57.66
Tri-Continental Corporation (TY) 0.2 $332k 10k 32.66
Ishares Tr Select Divid Etf (DVY) 0.2 $308k 2.2k 141.14
Consolidated Water Ord (CWCO) 0.2 $305k 8.6k 35.29
Eaton Corp SHS (ETN) 0.2 $294k 917.00 320.88
Invesco Exchange Traded S&P SML600 GWT (RZG) 0.2 $293k 5.4k 54.38
Vanguard Intl Equity Index Ftse Emr Mkt Etf (VWO) 0.2 $291k 5.4k 53.76
Applied Materials (AMAT) 0.2 $285k 1.1k 256.99
Invesco Exch Traded Fd Tr Nasdaq 100 Etf (QQQM) 0.2 $278k 1.1k 253.00
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $272k 3.3k 82.82
Trane Technologies SHS (TT) 0.2 $259k 665.00 388.85
Honeywell International (HON) 0.2 $259k 1.3k 195.09
Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $256k 2.3k 110.15
EQT Corporation (EQT) 0.2 $255k 4.8k 53.23
Vanguard World Health Car Etf (VHT) 0.2 $252k 876.00 287.85
First Tr Exchng Traded Smith Opport Fxd (FIXD) 0.2 $252k 5.7k 44.32
Bluerock Pvt Real Estate 0.2 $251k 17k 15.00
Philip Morris International (PM) 0.2 $249k 1.6k 160.40
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $248k 7.6k 32.62
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $247k 3.9k 63.84
AmerisourceBergen (COR) 0.2 $243k 19k 12.83
Ishares Tr Gnma Bond Etf (GNMA) 0.2 $241k 5.4k 44.54
Exxon Mobil Corporation (XOM) 0.2 $239k 2.0k 120.34
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $234k 14k 16.92
Kla Corp Com New (KLAC) 0.2 $234k 170.00 1374.55
Raytheon Technologies Corp (RTX) 0.2 $234k 1.3k 183.40
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.1 $232k 9.5k 24.37
RBB Us Treas 3 Mnth (TBIL) 0.1 $229k 4.6k 49.88
CSX Corporation (CSX) 0.1 $229k 6.3k 36.25
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $227k 4.5k 50.43
First Tr Exchange-traded No Amer Energy (EMLP) 0.1 $223k 5.9k 37.87
First Tr Exchange-traded Com Shs (FNX) 0.1 $221k 1.8k 125.98
Sap Se Spon Adr (SAP) 0.1 $219k 900.00 242.91
Select Sector Spdr Tr State Street Ene (XLE) 0.1 $219k 4.9k 44.89
First Tr Exchange-traded Com Shs (FYX) 0.1 $217k 1.9k 113.14
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.1 $216k 2.9k 75.43
Energy Transfer Com Ut Ltd Ptn (ET) 0.1 $214k 13k 16.49
Exchange Traded Concepts Robo Glb Etf (ROBO) 0.1 $204k 2.9k 69.94
Nuveen Insd Dividend Advantage (NVG) 0.1 $129k 10k 12.66
Fibrobiologics Com Shs (FBLG) 0.0 $20k 88k 0.22