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American Institute For Advanced Investment Management, LLP Top Holdings and 13F Report (2025)

About American Institute For Advanced Investment Management, LLP

Investment Activity

  • American Institute For Advanced Investment Management, LLP has $134.12 million in total holdings as of December 31, 2024.
  • American Institute For Advanced Investment Management, LLP owns shares of 132 different stocks, but just 60 companies or ETFs make up 80% of its holdings.
  • Approximately 3.58% of the portfolio was purchased this quarter.
  • About 7.83% of the portfolio was sold this quarter.
  • This quarter, American Institute For Advanced Investment Management, LLP has purchased 140 new stocks and bought additional shares in 21 stocks.
  • American Institute For Advanced Investment Management, LLP sold shares of 80 stocks and completely divested from 14 stocks this quarter.

Largest Holdings

Apple
$5,516,252
Microsoft
$4,027,019

Largest New Holdings this Quarter

SPDR S&P Bank ETF
$362,498 Holding
PALANTIR TECHNOLOGIES INC
$245,798 Holding

Largest Purchases this Quarter

Financial Select Sector SPDR Fund
7,945 shares (about $383.98K)
SPDR S&P Bank ETF
6,535 shares (about $362.50K)

Largest Sales this Quarter

First Trust TCW Opportunistic Fixed Income ETF
13,820 shares (about $593.85K)
Apple
2,330 shares (about $583.48K)
Health Care Select Sector SPDR Fund
2,639 shares (about $363.04K)
iShares Russell 1000 Growth ETF
785 shares (about $315.24K)
First Trust Mid Cap Core AlphaDEX Fund
2,374 shares (about $274.72K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmerican Institute For Advanced Investment Management, LLP

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$10,655,127$315,240 -2.9%26,5337.9%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,193,062$69,157 -1.1%10,5674.6%Finance
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$6,075,972$135,886 -2.2%32,8204.5%ETF
Apple Inc. stock logo
AAPL
Apple
$5,516,252$583,479 -9.6%22,0284.1%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$4,027,019$40,886 -1.0%9,5543.0%Computer and Technology
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,554,523$160,265 -4.3%12,2652.7%ETF
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$3,474,378$370,155 11.9%34,6262.6%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$3,442,696$90,082 -2.5%17,5802.6%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,702,187$884 0.0%12,2292.0%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,663,834$37,296 -1.4%12,1422.0%Retail/Wholesale
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,484,801$19,291 -0.8%6,0541.9%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,184,905$9,683 -0.4%3,8361.6%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,734,351$266,745 -13.3%6,8401.3%Industrial Products
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$1,668,247$13,882 0.8%14,5411.2%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,662,274$97,995 -5.6%41,1351.2%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,647,374$93,358 -5.4%4,2351.2%Retail/Wholesale
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$1,634,091$39,955 2.5%9,6521.2%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,584,742$383,982 32.0%32,7901.2%ETF
JHSC
John Hancock Multifactor Small Cap ETF
$1,575,573$55,477 3.6%39,6471.2%ETF
Constellation Energy Co. stock logo
CEG
Constellation Energy
$1,554,117$93,958 -5.7%6,9471.2%Oils/Energy
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,535,118$363,041 -19.1%11,1591.1%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,503,500$78,711 -5.0%6,2081.1%Manufacturing
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,459,735$60,431 -4.0%10,8701.1%Computer and Technology
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,420,966$61,565 -4.2%2,2851.1%ETF
NLR
VanEck Uranium+Nuclear Energy ETF
$1,398,735$88,580 -6.0%17,1961.0%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$1,386,917$92,485 -6.3%11,6221.0%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,376,956$19,801 -1.4%7,8581.0%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,373,450$139,140 -9.2%7,7291.0%Medical
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,367,024$28,144 -2.0%11,2691.0%ETF
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$1,271,455$23,053 1.8%7,1700.9%Finance
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$1,214,1960.0%4,7850.9%ETF
First Trust BuyWrite Income ETF stock logo
FTHI
First Trust BuyWrite Income ETF
$1,185,845$103,552 -8.0%50,9600.9%ETF
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$1,147,052$658 0.1%17,4350.9%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,102,762$40,678 -3.6%6,9130.8%Manufacturing
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,089,355$90,683 -7.7%4,6850.8%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,085,470$6,538 -0.6%4,4830.8%Finance
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$1,072,122$122,979 -10.3%10,2000.8%Business Services
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$1,067,404$1,067,404 New Holding13,8550.8%Manufacturing
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,065,538$12,188 -1.1%34,9700.8%ETF
iShares MSCI India ETF stock logo
INDA
iShares MSCI India ETF
$1,057,536$8,422 0.8%20,0900.8%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,051,020$4,853 -0.5%6,4970.8%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$998,735$8,246 -0.8%1,0900.7%Retail/Wholesale
First Trust SMID Cap Rising Dividend Archievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Archievers ETF
$997,091$997,091 New Holding27,8130.7%ETF
First Trust TCW Opportunistic Fixed Income ETF stock logo
FIXD
First Trust TCW Opportunistic Fixed Income ETF
$972,629$593,847 -37.9%22,6350.7%Manufacturing
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$949,1410.0%7,1850.7%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$924,847$75,203 -7.5%6,3950.7%Medical
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$884,966$56,646 -6.0%16,5600.7%ETF
Chevron Co. stock logo
CVX
Chevron
$878,599$45,625 -4.9%6,0660.7%Oils/Energy
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$868,458$13,494 -1.5%16,7980.6%Manufacturing
FJP
First Trust Japan AlphaDEX Fund
$806,208$40,569 -4.8%15,6000.6%Manufacturing
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$767,600$7,070 -0.9%15,2000.6%ETF
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$722,554$43,013 -5.6%12,5990.5%Computer and Technology
RZV
Invesco S&P SmallCap 600 Pure Value ETF
$715,525$5,568 -0.8%6,4250.5%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$692,318$5,853 0.9%35,4850.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$683,5450.0%1,5080.5%Finance
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$682,6790.0%5,9250.5%ETF
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$682,021$105,015 18.2%26,7250.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$680,9200.0%10.5%Finance
Alphabet Inc. stock logo
GOOGL
Alphabet
$676,561$142,922 -17.4%3,5740.5%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$662,438$6,568 1.0%8,5730.5%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$651,385$270,847 -29.4%7,4170.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$649,1520.0%2,8000.5%Computer and Technology
First Trust Mid Cap Core AlphaDEX Fund stock logo
FNX
First Trust Mid Cap Core AlphaDEX Fund
$623,731$274,719 -30.6%5,3900.5%Manufacturing
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$622,773$30,373 -4.7%2,3580.5%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$617,118$69,161 -10.1%9,7260.5%Manufacturing
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$599,782$20,650 3.6%29,0450.4%ETF
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$598,306$5,352 0.9%7,8250.4%Manufacturing
Energy Transfer LP stock logo
ET
Energy Transfer
$590,716$32,284 -5.2%30,1540.4%Oils/Energy
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$580,814$130,243 28.9%29,8160.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$567,9070.0%1,0540.4%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$558,869$93,129 20.0%28,7630.4%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$555,998$88,038 18.8%14,1150.4%ETF
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$555,312$52,388 -8.6%5,0350.4%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$549,573$142,122 -20.5%1,0750.4%Finance
Walmart Inc. stock logo
WMT
Walmart
$546,621$5,421 -1.0%6,0500.4%Retail/Wholesale
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$509,1540.0%3,0370.4%Consumer Staples
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$503,685$15,933 -3.1%5,8800.4%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$481,394$33,098 -6.4%5,2070.4%ETF
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$462,828$11,220 -2.4%24,7500.3%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$459,424$30,890 -6.3%14,6500.3%Oils/Energy
Oracle Co. stock logo
ORCL
Oracle
$434,097$2,833 -0.6%2,6050.3%Computer and Technology
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$425,245$152,221 55.8%24,0250.3%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$419,260$46,116 -9.9%3,1820.3%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$395,508$36,322 -8.4%1,9600.3%Business Services
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$391,157$20,195 -4.9%3,9320.3%Medical
McDonald's Co. stock logo
MCD
McDonald's
$384,104$5,798 -1.5%1,3250.3%Retail/Wholesale
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$382,058$35,517 -8.5%1,5060.3%ETF
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$377,397$49,870 -11.7%3,9730.3%ETF
Eaton Co. plc stock logo
ETN
Eaton
$368,376$80,313 -17.9%1,1100.3%Industrial Products
Caterpillar Inc. stock logo
CAT
Caterpillar
$364,5730.0%1,0050.3%Industrial Products
Tri-Continental Co. stock logo
TY
Tri-Continental
$362,529$20,820 6.1%11,4400.3%Finance
SPDR S&P Bank ETF stock logo
KBE
SPDR S&P Bank ETF
$362,498$362,498 New Holding6,5350.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$361,752$17,487 -4.6%2,3790.3%Consumer Staples
SOXX
iShares Semiconductor ETF
$348,878$9,697 -2.7%1,6190.3%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$347,1110.0%1,5790.3%Computer and Technology
First Trust Small Cap Core AlphaDEX Fund stock logo
FYX
First Trust Small Cap Core AlphaDEX Fund
$343,606$55,078 -13.8%3,4000.3%Manufacturing
Chubb Limited stock logo
CB
Chubb
$337,089$24,867 -6.9%1,2200.3%Finance
Invesco BuyBack Achievers ETF stock logo
PKW
Invesco BuyBack Achievers ETF
$333,8770.0%2,9000.2%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$333,858$126,518 61.0%16,5850.2%ETF
Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock logo
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
$325,666$15,736 -4.6%22,6000.2%Financial Services

Showing largest 100 holdings. View all holdings.
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