American Institute for Advanced Investment Management

American Institute for Advanced Investment Management as of June 30, 2026

Portfolio Holdings for American Institute for Advanced Investment Management

American Institute for Advanced Investment Management holds 159 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Rus 1000 Grw Etf (IWF) 7.2 $13M 100k 124.17
Ishares Tr Rus 1000 Val Etf (IWD) 4.4 $7.6M 31k 242.43
State Str Spdr S&p 500 Etf T Tr Unit (SPY) 4.0 $6.9M 9.3k 746.73
Apple (AAPL) 3.3 $5.7M 20k 289.35
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.2 $3.7M 37k 100.81
Microsoft Corporation (MSFT) 2.0 $3.5M 9.3k 373.01
Ishares Tr Russell 2000 Etf (IWM) 1.9 $3.3M 11k 300.46
Vanguard Index Fds Growth Etf (VUG) 1.8 $3.1M 36k 86.14
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $3.0M 8.1k 370.04
Vanguard Index Fds Value Etf (VTV) 1.6 $2.8M 13k 217.93
Vanguard Specialized Funds Div App Etf (VIG) 1.6 $2.8M 12k 236.62
Vaneck Etf Trust Semiconductr Etf (SMH) 1.5 $2.7M 4.1k 655.85
Invesco Exchange Traded Fd T Aerospace Defn (PPA) 1.5 $2.7M 15k 176.65
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) 1.5 $2.6M 3.7k 703.34
First Tr Exchange-traded Nasdq Cln Edge (GRID) 1.5 $2.5M 18k 143.08
Amazon (AMZN) 1.4 $2.4M 10k 238.34
Global X Fds Us Infr Dev Etf (PAVE) 1.4 $2.4M 41k 58.92
Spdr Gold Tr Gold Shs (GLD) 1.3 $2.3M 6.2k 368.07
John Hancock Exchange Traded Multifactr Sml (JHSC) 1.3 $2.3M 47k 48.56
NVIDIA Corporation (NVDA) 1.2 $2.1M 11k 200.09
Spdr Series Trust St Str Blo 1 Etf (BIL) 1.2 $2.1M 23k 91.64
Vanguard World Inf Tech Etf (VGT) 1.2 $2.1M 17k 119.52
Global X Fds Artificial Etf (AIQ) 1.2 $2.0M 31k 65.61
Vaneck Etf Trust Urani Nucle Etf (NLR) 1.2 $2.0M 17k 115.98
Abbvie (ABBV) 1.0 $1.8M 7.2k 251.64
Ishares Tr U.s. Tech Etf (IYW) 1.0 $1.7M 6.9k 252.23
Select Sector Spdr Tr St Str Techn Etf (XLK) 1.0 $1.7M 9.1k 190.52
Johnson & Johnson (JNJ) 0.9 $1.6M 6.3k 253.97
Select Sector Spdr Tr St Str Finl Etf (XLF) 0.9 $1.5M 29k 53.61
Constellation Energy (CEG) 0.9 $1.5M 6.0k 249.78
Select Sector Spdr Tr St Str Care Etf (XLV) 0.8 $1.5M 9.3k 158.66
Vanguard Index Fds Mcap Gr Idxvip (VOT) 0.8 $1.4M 4.7k 306.30
Vanguard Index Fds Mcap Vl Idxvip (VOE) 0.8 $1.3M 6.8k 197.60
Home Depot (HD) 0.8 $1.3M 10k 132.85
Illinois Tool Works (ITW) 0.8 $1.3M 4.8k 270.47
Spdr Index Shs Fds St Str Po Ex Etf (SPDW) 0.8 $1.3M 26k 50.39
First Tr Exchange Traded Buywrit Incm Etf (FTHI) 0.7 $1.3M 52k 24.72
Ishares Tr Glb Infrastr Etf (IGF) 0.7 $1.3M 19k 66.60
Alphabet Cap Stk Cl A (GOOGL) 0.7 $1.2M 3.6k 346.98
McKesson Corporation (MCK) 0.7 $1.2M 1.6k 755.60
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.7 $1.2M 5.6k 212.77
Global X Fds Defense Tech Etf (SHLD) 0.7 $1.1M 19k 59.71
Invesco Exchange Traded Fd T Water Res Etf (PHO) 0.7 $1.1M 16k 69.08
Blackrock Util & Infrastrctu (BUI) 0.6 $1.1M 38k 29.01
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.6 $1.1M 13k 88.54
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR) 0.6 $1.1M 55k 19.62
Microchip Technology (MCHP) 0.6 $1.1M 12k 91.20
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.6 $1.1M 20k 52.41
Spdr Series Trust St Str Sp Div (SDY) 0.6 $1.0M 6.9k 152.18
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) 0.6 $1.0M 51k 20.37
Costco Wholesale Corporation (COST) 0.6 $1.0M 1.1k 935.47
Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) 0.6 $1.0M 20k 50.66
First Tr Exchange-traded Nasdaq Cyb Etf (CIBR) 0.6 $999k 11k 89.85
First Tr Exchange-traded No Amer Energy (EMLP) 0.6 $996k 23k 43.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $988k 1.3k 736.40
Broadcom (AVGO) 0.5 $932k 2.5k 377.75
First Tr Exchng Traded Fd Vi Ft Vest Deep Etf (BUFD) 0.5 $926k 31k 29.72
Caterpillar (CAT) 0.5 $925k 869.00 1064.90
Ssga Active Etf Tr St Str Total Etf (TOTL) 0.5 $923k 23k 39.47
Ishares Tr Ishares Semicdtr (SOXX) 0.5 $905k 1.4k 640.76
First Tr Exchange-traded Wcm Intl Equity (WCMI) 0.5 $898k 46k 19.57
First Tr Exchng Traded Fd Vi Ft Ladd Buff Etf (BUFR) 0.5 $894k 25k 36.53
First Tr Exch Trd Alphdx Japan Alphadex (FJP) 0.5 $871k 11k 76.33
Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) 0.5 $868k 5.8k 149.06
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $860k 5.8k 148.31
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.5 $796k 14k 58.26
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT) 0.5 $792k 43k 18.57
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.4 $766k 9.8k 77.91
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.4 $749k 1.00 748850.00
Applied Materials (AMAT) 0.4 $729k 1.0k 723.00
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $714k 1.0k 686.81
Global X Fds Us Pfd Etf (PFFD) 0.4 $696k 37k 18.69
Ishares Silver Tr Ishares (SLV) 0.4 $691k 13k 53.47
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) 0.4 $687k 35k 19.53
Advanced Micro Devices (AMD) 0.4 $686k 1.2k 580.91
Wal-Mart Stores (WMT) 0.4 $675k 6.0k 113.26
Select Sector Spdr Tr St Str Indl Etf (XLI) 0.4 $665k 3.6k 185.23
First Tr Exchange-traded Materials Alph (FXZ) 0.4 $663k 8.4k 79.44
Micron Technology (MU) 0.4 $656k 568.00 1154.29
First Tr Exchange-traded Ft Vest Gold (IGLD) 0.4 $648k 31k 21.06
Rio Tinto Sponsored Adr (RIO) 0.4 $640k 6.7k 94.93
Vanguard Index Fds Mid Cap Etf (VO) 0.4 $632k 7.8k 80.57
Kla Corp Com New (KLAC) 0.4 $631k 2.1k 301.71
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.4 $627k 6.6k 94.57
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $612k 1.2k 500.39
Vanguard World Energy Etf (VDE) 0.4 $609k 4.1k 150.13
Global X Fds Data Ctr Dig Etf (DTCR) 0.3 $580k 19k 30.37
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.3 $556k 9.3k 59.69
JPMorgan Chase & Co. (JPM) 0.3 $548k 1.7k 327.33
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $548k 3.5k 158.03
First Tr Exchange-traded A Com Shs (FTA) 0.3 $541k 5.6k 96.80
Ishares Tr U.s. Pharma Etf (IHE) 0.3 $540k 5.5k 99.01
First Tr Exch Traded Fd Iii Instl Pfd Secs (FPEI) 0.3 $528k 27k 19.29
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) 0.3 $507k 28k 17.88
Merck & Co (MRK) 0.3 $488k 3.8k 128.50
Freeport Mcmoran CL B (FCX) 0.3 $485k 7.7k 62.89
Enterprise Products Partners (EPD) 0.3 $480k 13k 36.76
Tesla Motors (TSLA) 0.3 $472k 1.1k 420.60
Eaton Vance Tax Managed Buy Write Opport (ETV) 0.3 $453k 29k 15.74
Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) 0.3 $444k 6.9k 64.53
International Business Machines (IBM) 0.3 $438k 1.6k 281.21
Chevron Corporation (CVX) 0.3 $438k 2.6k 165.76
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.3 $437k 4.6k 95.61
Wisdomtree Tr Japn Hedge Eqt (DXJ) 0.2 $429k 2.5k 173.52
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) 0.2 $427k 26k 16.64
Eli Lilly & Co. (LLY) 0.2 $420k 350.00 1199.43
Alphabet Cap Stk Cl C (GOOG) 0.2 $416k 1.2k 353.84
Altria (MO) 0.2 $410k 5.7k 71.95
First Tr Exchange-traded Cap Strength Etf (FTCS) 0.2 $402k 4.3k 93.93
Chubb (CB) 0.2 $398k 1.2k 320.63
Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) 0.2 $394k 5.4k 72.69
Ishares Tr Shrt Nat Mun Etf (SUB) 0.2 $389k 3.7k 106.47
Eaton Corp SHS (ETN) 0.2 $386k 907.00 425.91
Martin Marietta Materials (MLM) 0.2 $381k 660.00 576.70
Invesco Exchange Traded Fd T Buyback Achiev (PKW) 0.2 $379k 2.7k 141.66
Ishares Tr 1 3 Yr Treas Bd (SHY) 0.2 $372k 4.5k 82.11
Etf Ser Solutions Defiance Space A (UFOX) 0.2 $368k 3.9k 95.04
Vaneck Etf Trust Gold Miners Etf (GDX) 0.2 $361k 4.8k 75.45
Iron Mountain (IRM) 0.2 $356k 2.8k 126.31
Tri-Continental Corporation (TY) 0.2 $355k 10k 34.42
Vanguard Instl Index 0 3 Mo Tr Bi Etf (VBIL) 0.2 $355k 4.7k 75.68
Invesco Exch Traded Fd Tr Ii Natl Amt Muni (PZA) 0.2 $347k 15k 23.52
Procter & Gamble Company (PG) 0.2 $343k 2.3k 146.64
Charles Schwab Corporation (SCHW) 0.2 $341k 3.7k 92.27
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.2 $329k 1.1k 303.09
Trane Technologies SHS (TT) 0.2 $327k 665.00 491.16
Oracle Corporation (ORCL) 0.2 $317k 2.2k 146.55
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) 0.2 $313k 15k 20.37
McDonald's Corporation (MCD) 0.2 $310k 1.1k 270.31
CSX Corporation (CSX) 0.2 $300k 6.3k 47.53
Ishares Tr Select Divid Etf (DVY) 0.2 $298k 1.9k 156.30
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.2 $294k 12k 24.14
Texas Instruments Incorporated (TXN) 0.2 $294k 985.00 298.07
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD) 0.2 $286k 6.6k 43.61
First Tr Exchange-traded A Com Shs (FYX) 0.2 $284k 2.0k 144.30
Ishares Tr Trust Ishare 0-1 (SHV) 0.2 $281k 2.6k 110.35
Philip Morris International (PM) 0.2 $281k 1.6k 180.91
Exchange Traded Concepts Tru Robo Glb Etf (ROBO) 0.2 $276k 3.2k 85.66
Exxon Mobil Corporation (XOM) 0.2 $271k 2.0k 136.72
Palantir Technologies Cl A (PLTR) 0.2 $271k 2.3k 116.67
Waste Management (WM) 0.2 $264k 1.2k 222.88
EQT Corporation (EQT) 0.2 $263k 4.9k 53.17
First Tr Exchange-traded A Com Shs (FNX) 0.1 $257k 1.8k 146.35
Digital Realty Trust (DLR) 0.1 $250k 1.4k 179.58
Emcor (EME) 0.1 $249k 300.00 829.88
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $249k 3.1k 79.03
AmerisourceBergen (COR) 0.1 $246k 19k 12.68
Select Sector Spdr Tr St Str Energ Etf (XLE) 0.1 $245k 4.6k 53.11
Consolidated Water Ord (CWCO) 0.1 $245k 8.3k 29.50
Raytheon Technologies Corp (RTX) 0.1 $242k 1.3k 189.73
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.1 $235k 7.0k 33.84
Ishares Tr Gnma Bond Etf (GNMA) 0.1 $232k 5.2k 44.23
Vanguard World Health Car Etf (VHT) 0.1 $227k 759.00 299.01
Abbott Laboratories (ABT) 0.1 $217k 2.4k 90.74
First Tr Exchange Traded Risng Divd Achiv (RDVY) 0.1 $217k 2.7k 81.06
Pimco Etf Tr Shtrm Mun Bd Act (SMMU) 0.1 $212k 4.2k 50.50
First Tr Exchange-traded Growth Strength (FTGS) 0.1 $208k 5.6k 37.00
Intel Corporation (INTC) 0.1 $203k 1.5k 139.63
Nuveen Insd Dividend Advantage (NVG) 0.1 $131k 10k 12.80