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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 $131.02 million in total holdings as of March 31, 2025.
  • American Institute For Advanced Investment Management, LLP owns shares of 143 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
  • Approximately 6.74% of the portfolio was purchased this quarter.
  • About 4.59% of the portfolio was sold this quarter.
  • This quarter, American Institute For Advanced Investment Management, LLP has purchased 132 new stocks and bought additional shares in 55 stocks.
  • American Institute For Advanced Investment Management, LLP sold shares of 47 stocks and completely divested from 4 stocks this quarter.

Largest New Holdings this Quarter

46138G508 - Invesco Senior Loan ETF
$308,411 Holding
46428Q109 - iShares Silver Trust
$263,539 Holding
464288679 - iShares Short Treasury Bond ETF
$240,251 Holding

Largest Purchases this Quarter

SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
6,522 shares (about $598.27K)
Vanguard Value ETF
2,174 shares (about $375.54K)
Invesco Senior Loan ETF
14,899 shares (about $308.41K)

Largest Sales this Quarter

iShares MSCI India ETF
16,120 shares (about $829.86K)
First Trust TCW Opportunistic Fixed Income ETF
17,900 shares (about $784.73K)
SPDR S&P 500 ETF Trust
817 shares (about $457.00K)

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
$9,675,401$94,606 1.0%26,7957.4%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$6,264,786$89,376 1.4%33,2954.8%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$5,453,785$456,999 -7.7%9,7504.2%Finance
Apple Inc. stock logo
AAPL
Apple
$5,022,783$129,723 2.7%22,6123.8%Computer and Technology
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$3,742,162$258,091 7.4%37,1912.9%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$3,560,016$26,276 -0.7%9,4842.7%Computer and Technology
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$3,376,401$33,948 -1.0%17,4052.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,222,774$148,139 -4.4%11,7262.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,349,516$104,571 4.7%6,3361.8%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,332,901$106,730 -4.4%11,6941.8%Finance
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,182,663$127,474 -5.5%11,4721.7%Retail/Wholesale
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,046,4290.0%3,8361.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,042,826$375,537 22.5%11,8261.6%ETF
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$1,747,407$52,680 3.1%14,9931.3%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,720,690$87,417 5.4%34,5451.3%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,696,3880.0%6,8401.3%Industrials
JHSC
John Hancock Multifactor Small Cap ETF
$1,678,198$200,452 13.6%45,0251.3%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,664,427$45,047 2.8%7,9441.3%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$1,627,216$75,130 4.8%4,4401.2%Retail/Wholesale
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,562,121$10,074 0.6%41,4021.2%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,558,758$70,521 -4.3%10,6761.2%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$1,516,329$757,544 99.8%23,2251.2%ETF
Constellation Energy Co. stock logo
CEG
Constellation Energy
$1,464,828$45,955 3.2%7,1721.1%Energy
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,412,549$49,160 -3.4%10,8901.1%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,406,990$115,256 8.9%4,8831.1%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,378,563$17,323 1.3%7,9581.1%ETF
VanEck Uranium+Nuclear Energy ETF stock logo
NLR
VanEck Uranium+Nuclear Energy ETF
$1,325,908$65,944 5.2%18,0961.0%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,292,179$20,726 -1.6%6,1101.0%Manufacturing
NVIDIA Co. stock logo
NVDA
NVIDIA
$1,201,827$23,735 2.0%11,0890.9%Computer and Technology
First Trust BuyWrite Income ETF stock logo
FTHI
First Trust BuyWrite Income ETF
$1,196,183$82,194 7.4%54,7200.9%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,186,264$53,157 -4.3%2,1870.9%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$1,170,6020.0%4,7850.9%ETF
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$1,145,230$20,324 1.8%17,7500.9%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,089,587$46,557 4.5%6,7870.8%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,047,280$13,267 -1.3%6,3150.8%Medical
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$1,021,444$9,458 -0.9%1,0800.8%Retail/Wholesale
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,008,656$41,296 4.3%4,8850.8%ETF
Chevron Co. stock logo
CVX
Chevron
$991,363$23,421 -2.3%5,9260.8%Energy
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$978,586$7,724 0.8%6,9680.7%Manufacturing
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$974,8600.0%7,1850.7%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$947,795$68,081 7.7%18,0980.7%Manufacturing
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$937,759$100,501 -9.7%31,5850.7%ETF
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$935,255$57,647 6.6%10,8700.7%Business Services
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$918,490$108,901 -10.6%6,4100.7%Finance
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$847,614$4,425 -0.5%16,4740.6%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$834,269$61,044 7.9%16,4000.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$803,1320.0%1,5080.6%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$798,4420.0%10.6%Finance
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$778,192$111,402 16.7%31,1900.6%ETF
FJP
First Trust Japan AlphaDEX Fund
$745,553$109,640 -12.8%13,6000.6%Manufacturing
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$713,587$129,490 22.2%36,4260.5%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$702,720$27,094 4.0%36,9080.5%ETF
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$689,952$80,167 13.1%2,6680.5%ETF
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$672,659$1,566 0.2%8,5930.5%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$670,291$50,716 8.2%6,4100.5%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$669,900$101,208 17.8%16,6270.5%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$661,328$3,496 -0.5%7,3780.5%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$648,900$36,162 5.9%10,3000.5%Manufacturing
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$629,848$69,544 12.4%32,3330.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$622,372$69,737 12.6%4,0250.5%Computer and Technology
Invesco QQQ stock logo
QQQ
Invesco QQQ
$616,628$112,540 22.3%1,3150.5%Finance
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$606,331$268,825 79.7%29,7950.5%ETF
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$599,026$10,892 -1.8%12,3740.5%Computer and Technology
RZV
Invesco S&P SmallCap 600 Pure Value ETF
$598,342$36,772 -5.8%6,0530.5%ETF
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg Barclays 1-3 Month T-Bill ETF
$598,265$598,265 New Holding6,5220.5%ETF
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$579,972$20,680 -3.4%28,0450.4%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$558,357$61,796 12.4%5,8550.4%ETF
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$549,4890.0%5,8800.4%ETF
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$548,163$52,169 -8.7%7,1450.4%Manufacturing
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$532,725$22,036 -4.0%4,8350.4%Finance
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$517,5670.0%3,0370.4%Consumer Staples
Walmart Inc. stock logo
WMT
Walmart
$516,645$14,485 -2.7%5,8850.4%Retail/Wholesale
Energy Transfer LP stock logo
ET
Energy Transfer
$503,032$57,537 -10.3%27,0590.4%Energy
Waste Management, Inc. stock logo
WM
Waste Management
$491,960$38,199 8.4%2,1250.4%Business Services
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$485,533$221,811 84.1%3,7650.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$476,396$65,267 -12.0%9270.4%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$474,664$5,860 1.3%2,8350.4%Computer and Technology
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$471,644$28,507 -5.7%13,8150.4%Energy
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$462,8280.0%24,7500.4%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$459,006$41,942 10.1%3,5020.4%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$451,932$479,839 -51.5%13,4900.3%ETF
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$432,276$9,675 2.3%24,5750.3%ETF
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$424,507$43,190 11.3%4,4230.3%ETF
Chubb Limited stock logo
CB
Chubb
$419,851$73,758 21.3%1,4800.3%Finance
McDonald's Co. stock logo
MCD
McDonald's
$413,8900.0%1,3250.3%Retail/Wholesale
First Trust RBA American Industrial Renaissance ETF stock logo
AIRR
First Trust RBA American Industrial Renaissance ETF
$403,497$541,474 -57.3%5,9160.3%Manufacturing
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$401,802$73,590 22.4%1,6380.3%Finance
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$386,260$188,914 95.7%20,8450.3%ETF
International Business Machines Co. stock logo
IBM
International Business Machines
$382,689$9,946 -2.5%1,5390.3%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$360,941$14,724 -3.9%2,7210.3%Medical
First Trust Mid Cap Core AlphaDEX Fund stock logo
FNX
First Trust Mid Cap Core AlphaDEX Fund
$357,454$229,948 -39.1%3,2800.3%Manufacturing
Tri-Continental Co. stock logo
TY
Tri-Continental
$350,8610.0%11,4400.3%Finance
Altria Group, Inc. stock logo
MO
Altria Group
$349,0160.0%5,8150.3%Consumer Staples
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$348,897$4,039 -1.1%3,8870.3%Medical
Oracle Co. stock logo
ORCL
Oracle
$347,847$16,358 -4.5%2,4880.3%Computer and Technology
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$335,148$63,535 -15.9%1,2660.3%ETF
PepsiCo, Inc. stock logo
PEP
PepsiCo
$334,967$21,741 -6.1%2,2340.3%Consumer Staples
Caterpillar Inc. stock logo
CAT
Caterpillar
$331,4490.0%1,0050.3%Industrials
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$330,3640.0%4000.3%Medical
Invesco BuyBack Achievers ETF stock logo
PKW
Invesco BuyBack Achievers ETF
$326,7300.0%2,9000.2%ETF

Showing largest 100 holdings. View all holdings.
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