American Institute for Advanced Investment Management

American Institute for Advanced Investment Management as of March 31, 2026

Portfolio Holdings for American Institute for Advanced Investment Management

American Institute for Advanced Investment Management holds 153 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 7.0 $11M 25k 426.40
Ishares Tr Rus 1000 Val Etf (IWD) 4.4 $6.7M 32k 213.67
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.0 $6.2M 9.5k 650.31
Apple (AAPL) 3.2 $5.0M 20k 253.78
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.4 $3.7M 37k 100.57
Microsoft Corporation (MSFT) 2.2 $3.4M 9.3k 370.16
Spdr Gold Tr Gold Shs (GLD) 1.8 $2.7M 6.4k 427.36
Ishares Tr Russell 2000 Etf (IWM) 1.8 $2.7M 11k 248.01
Vanguard Specialized Funds Div App Etf (VIG) 1.7 $2.6M 12k 215.06
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $2.6M 8.1k 320.81
Vanguard Index Fds Growth Etf (VUG) 1.7 $2.6M 5.9k 436.79
Vanguard Index Fds Value Etf (VTV) 1.6 $2.5M 13k 196.20
Spdr Series Trust State Street Spd (BIL) 1.6 $2.4M 27k 91.64
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.6 $2.4M 15k 165.70
Vaneck Etf Trust Uranium And Nucl (NLR) 1.5 $2.3M 17k 133.19
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 1.5 $2.3M 3.7k 616.76
Amazon (AMZN) 1.4 $2.1M 10k 208.27
First Tr Exchange-traded Nasdq Cln Edge (GRID) 1.4 $2.1M 17k 122.05
Global X Fds Us Infr Dev Etf (PAVE) 1.3 $2.1M 41k 50.81
NVIDIA Corporation (NVDA) 1.3 $2.0M 12k 174.40
John Hancock Exchange Traded Multifactr Sml (JHSC) 1.3 $2.0M 47k 42.89
Constellation Energy (CEG) 1.1 $1.7M 6.0k 280.67
Abbvie (ABBV) 1.1 $1.7M 7.7k 217.49
Global X Fds Defense Tech Etf (SHLD) 1.1 $1.7M 23k 70.84
Johnson & Johnson (JNJ) 1.0 $1.6M 6.5k 244.44
Vanguard World Inf Tech Etf (VGT) 1.0 $1.5M 2.2k 697.58
Vaneck Etf Trust Semiconductr Etf (SMH) 1.0 $1.5M 4.0k 383.37
Select Sector Spdr Tr State Street Hea (XLV) 0.9 $1.5M 10k 146.61
Select Sector Spdr Tr State Street Fin (XLF) 0.9 $1.4M 29k 49.37
Global X Fds Artificial Etf (AIQ) 0.9 $1.4M 30k 46.67
McKesson Corporation (MCK) 0.9 $1.4M 1.6k 865.36
Home Depot (HD) 0.8 $1.3M 10k 126.45
Ishares Tr Glb Infrastr Etf (IGF) 0.8 $1.3M 19k 67.00
Illinois Tool Works (ITW) 0.8 $1.3M 4.8k 260.29
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.3M 6.8k 184.28
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.8 $1.2M 52k 23.68
Ishares Tr U.s. Tech Etf (IYW) 0.8 $1.2M 6.8k 181.42
Select Sector Spdr Tr State Street Tec (XLK) 0.8 $1.2M 9.2k 132.90
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $1.2M 4.7k 257.35
Costco Wholesale Corporation (COST) 0.7 $1.1M 1.1k 996.43
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.7 $1.1M 16k 66.86
Spdr Index Shs Fds State Street Spd (SPDW) 0.7 $1.1M 24k 45.65
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $1.1M 5.6k 191.92
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.7 $1.0M 13k 82.43
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.7 $1.0M 20k 52.56
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.0M 3.6k 279.92
Spdr Series Trust State Street Spd (SDY) 0.6 $1000k 6.9k 145.94
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $991k 51k 19.63
Blackrock Util & Infrastrctu (BUI) 0.6 $978k 37k 26.38
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD) 0.6 $910k 33k 28.00
Ssga Active Etf Tr State Street Dou (TOTL) 0.6 $904k 23k 39.73
Ishares Silver Tr Ishares (SLV) 0.6 $893k 13k 68.14
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.6 $892k 44k 20.42
Ishares U S Etf Tr Short Duration B (NEAR) 0.6 $873k 17k 50.84
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.6 $857k 12k 72.60
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR) 0.6 $851k 25k 33.77
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.5 $816k 10k 78.41
Broadcom (AVGO) 0.5 $810k 2.6k 309.51
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $769k 1.3k 577.18
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.5 $769k 15k 52.46
Microchip Technology (MCHP) 0.5 $756k 12k 64.61
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.5 $756k 45k 16.77
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.5 $730k 5.9k 124.40
Wal-Mart Stores (WMT) 0.5 $729k 5.9k 124.28
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $722k 5.8k 124.31
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.5 $718k 1.00 718140.00
Vanguard World Energy Etf (VDE) 0.5 $702k 4.1k 173.04
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.5 $702k 11k 62.68
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $694k 1.4k 479.20
Global X Fds Us Pfd Etf (PFFD) 0.4 $689k 37k 18.40
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.4 $687k 35k 19.53
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.4 $679k 36k 18.66
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $675k 1.1k 597.55
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.4 $659k 7.1k 92.76
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $633k 6.6k 95.44
Caterpillar (CAT) 0.4 $616k 869.00 708.46
Select Sector Spdr Tr State Street Ind (XLI) 0.4 $581k 3.6k 161.73
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $563k 2.0k 287.18
Vanguard Whitehall Fds High Div Yld (VYM) 0.4 $558k 3.8k 148.10
Chevron Corporation (CVX) 0.4 $546k 2.6k 206.90
Rio Tinto Sponsored Adr (RIO) 0.3 $538k 5.8k 93.29
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $520k 27k 19.00
First Tr Exchange-traded A Com Shs (FTA) 0.3 $519k 5.6k 92.35
Enterprise Products Partners (EPD) 0.3 $504k 13k 37.84
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $503k 28k 17.75
JPMorgan Chase & Co. (JPM) 0.3 $493k 1.7k 294.16
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $480k 8.9k 54.05
Waste Management (WM) 0.3 $478k 2.1k 229.79
Palantir Technologies Cl A (PLTR) 0.3 $471k 3.2k 146.28
Ishares Tr U.s. Pharma Etf (IHE) 0.3 $464k 5.4k 86.68
Freeport Mcmoran CL B (FCX) 0.3 $462k 7.9k 58.78
Merck & Co (MRK) 0.3 $457k 3.8k 120.29
Vaneck Etf Trust Gold Miners Etf (GDX) 0.3 $439k 4.8k 91.77
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $438k 4.6k 95.82
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $423k 29k 14.68
Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) 0.3 $420k 5.5k 75.65
Tesla Motors (TSLA) 0.3 $415k 1.1k 371.75
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.3 $412k 2.6k 158.58
International Business Machines (IBM) 0.3 $402k 1.7k 242.39
Chubb (CB) 0.3 $392k 1.2k 315.77
EQT Corporation (EQT) 0.3 $391k 6.1k 63.64
Ishares Tr Shrt Nat Mun Etf (SUB) 0.3 $389k 3.7k 106.50
Martin Marietta Materials (MLM) 0.3 $389k 660.00 588.68
Ishares Tr Ishares Semicdtr (SOXX) 0.2 $384k 1.2k 328.66
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $382k 23k 16.72
Applied Materials (AMAT) 0.2 $379k 1.1k 341.79
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.2 $377k 6.9k 54.81
Altria (MO) 0.2 $376k 5.7k 65.99
Eli Lilly & Co. (LLY) 0.2 $359k 390.00 919.77
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $356k 2.7k 131.25
McDonald's Corporation (MCD) 0.2 $356k 1.1k 310.79
Alphabet Cap Stk Cl C (GOOG) 0.2 $348k 1.2k 286.96
Charles Schwab Corporation (SCHW) 0.2 $347k 3.7k 93.98
Procter & Gamble Company (PG) 0.2 $345k 2.4k 144.44
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $339k 15k 22.98
Exxon Mobil Corporation (XOM) 0.2 $337k 2.0k 169.66
Eaton Corp SHS (ETN) 0.2 $328k 917.00 357.49
Tri-Continental Corporation (TY) 0.2 $321k 10k 31.59
Oracle Corporation (ORCL) 0.2 $318k 2.2k 147.11
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $313k 15k 20.41
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.2 $311k 5.5k 56.96
Honeywell International (HON) 0.2 $300k 1.3k 226.03
Select Sector Spdr Tr State Street Ene (XLE) 0.2 $298k 4.9k 61.26
Ishares Tr Select Divid Etf (DVY) 0.2 $289k 1.9k 151.41
Iron Mountain (IRM) 0.2 $285k 2.8k 102.14
Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $282k 2.6k 110.39
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.2 $281k 6.4k 43.59
Trane Technologies SHS (TT) 0.2 $277k 665.00 416.74
Abbott Laboratories (ABT) 0.2 $277k 2.7k 102.67
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $276k 11k 24.27
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $275k 3.3k 82.57
Consolidated Water Ord (CWCO) 0.2 $275k 8.3k 33.12
Etf Ser Solutions Defiance Connect (SIXG) 0.2 $264k 3.9k 68.17
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $263k 1.1k 237.70
CSX Corporation (CSX) 0.2 $259k 6.3k 41.05
First Tr Exchange-traded No Amer Energy (EMLP) 0.2 $258k 5.9k 43.66
Philip Morris International (PM) 0.2 $256k 1.6k 165.34
Kla Corp Com New (KLAC) 0.2 $250k 170.00 1472.41
Digital Realty Trust (DLR) 0.2 $248k 1.4k 180.21
Raytheon Technologies Corp (RTX) 0.2 $246k 1.3k 192.90
AmerisourceBergen (COR) 0.2 $244k 19k 12.72
First Tr Exchange-traded A Com Shs (FYX) 0.2 $235k 2.0k 119.35
Vanguard World Health Car Etf (VHT) 0.2 $235k 861.00 272.33
Ishares Tr Gnma Bond Etf (GNMA) 0.2 $232k 5.2k 44.33
First Tr Exchange-traded A Com Shs (FNX) 0.1 $225k 1.8k 128.24
Shell Spon Ads (SHEL) 0.1 $224k 2.4k 93.00
Emcor (EME) 0.1 $222k 300.00 738.31
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $212k 4.2k 50.45
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.1 $210k 3.1k 68.43
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $203k 7.0k 29.13
Advanced Micro Devices (AMD) 0.1 $201k 990.00 203.43
Nuveen Insd Dividend Advantage (NVG) 0.1 $126k 10k 12.33
Blackrock Utils Infrastructu Right 04/02/2026 0.0 $263.583500 33k 0.01