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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 $141.36 million in total holdings as of June 30, 2025.
  • American Institute For Advanced Investment Management, LLP owns shares of 146 different stocks, but just 64 companies or ETFs make up 80% of its holdings.
  • Approximately 3.51% of the portfolio was purchased this quarter.
  • About 4.39% of the portfolio was sold this quarter.
  • This quarter, American Institute For Advanced Investment Management, LLP has purchased 143 new stocks and bought additional shares in 35 stocks.
  • American Institute For Advanced Investment Management, LLP sold shares of 56 stocks and completely divested from 8 stocks this quarter.

Largest Holdings

Microsoft
$4,704,788
Apple
$4,629,061

Largest New Holdings this Quarter

37960A529 - GLOBAL X FDS
$700,711 Holding
464288372 - iShares Global Infrastructure ETF
$505,568 Holding
33733E732 - FIRST TR EXCHANGE-TRADED FD
$451,766 Holding
922042874 - Vanguard FTSE Europe ETF
$390,216 Holding
88160R101 - Tesla
$260,480 Holding

Largest Purchases this Quarter

GLOBAL X FDS
11,630 shares (about $700.71K)
iShares Global Infrastructure ETF
8,540 shares (about $505.57K)
FIRST TR EXCHANGE-TRADED FD
28,395 shares (about $451.77K)
Vanguard FTSE Europe ETF
5,035 shares (about $390.22K)
Tesla
820 shares (about $260.48K)

Largest Sales this Quarter

VanEck Semiconductor ETF
2,310 shares (about $644.29K)
Digital Realty Trust
2,435 shares (about $424.49K)
WisdomTree Japan Hedged Equity Fund
2,920 shares (about $333.67K)
Chevron
1,740 shares (about $249.15K)
Financial Select Sector SPDR Fund
4,640 shares (about $243.00K)

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
$11,465,792$89,162 0.8%27,0058.1%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$6,544,198$77,304 1.2%33,6934.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,057,104$33,362 0.6%9,8044.3%Finance
Microsoft Corporation stock logo
MSFT
Microsoft
$4,704,788$12,435 -0.3%9,4593.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,629,061$10,259 -0.2%22,5623.3%Computer and Technology
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$3,713,871$25,134 -0.7%36,9412.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,548,994$14,893 -0.4%11,6772.5%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$3,531,993$30,291 -0.9%17,2572.5%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$2,799,623$21,920 0.8%6,3862.0%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,506,971$9,873 -0.4%11,4271.8%Retail/Wholesale
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,477,120$46,396 -1.8%11,4791.8%Finance
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$2,178,502$130,382 -5.6%6,7671.5%Energy
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$2,159,068$34,714 1.6%15,2381.5%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,152,518$62,389 3.0%12,1791.5%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,141,861$31,156 -1.4%3,7811.5%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,860,966$109,013 6.2%11,7791.3%Computer and Technology
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$1,860,172$151,762 -7.5%16,7311.3%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$1,814,928$226,695 14.3%26,5401.3%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$1,800,397$3,922 -0.2%41,3121.3%ETF
JHSC
John Hancock Multifactor Small Cap ETF
$1,754,914$3,319 -0.2%44,9401.2%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,691,1900.0%6,8401.2%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$1,626,050$1,833 -0.1%4,4351.2%Retail/Wholesale
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$1,582,051$110,313 7.5%5,2491.1%Finance
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,566,129$242,997 -13.4%29,9051.1%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,472,714$1,856 -0.1%7,9341.0%Medical
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,463,734$17,447 1.2%8,0541.0%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$1,445,452$5,307 -0.4%2,1791.0%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,438,387$674 0.0%10,6711.0%ETF
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$1,358,532$2,275 -0.2%4,7771.0%ETF
First Trust BuyWrite Income ETF stock logo
FTHI
First Trust BuyWrite Income ETF
$1,229,791$20,565 -1.6%53,8200.9%ETF
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$1,223,080$17,827 -1.4%17,4950.9%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,202,843$34,186 -2.8%4,7500.9%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,166,626$40,718 -3.4%6,7330.8%Manufacturing
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,114,053$2,138 -0.2%6,7740.8%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,083,984$14,849 1.4%1,0950.8%Retail/Wholesale
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,066,281$230,982 -17.8%8,9510.8%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$1,059,865$644,286 -37.8%3,8000.7%Manufacturing
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$981,421$16,803 1.7%6,4250.7%Medical
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$981,348$23,055 -2.3%30,8600.7%ETF
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$975,2180.0%7,1850.7%ETF
Iron Mountain Incorporated stock logo
IRM
Iron Mountain
$948,264$166,677 -14.9%9,2450.7%Business Services
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$926,622$28,227 -3.0%17,5630.7%Manufacturing
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$838,0400.0%16,4000.6%ETF
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$836,2450.0%16,4740.6%ETF
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$833,111$37,648 -4.3%11,8390.6%Computer and Technology
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$811,992$16,414 -2.0%30,5720.6%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$803,795$25,319 3.3%10,6350.6%Manufacturing
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$795,060$79,288 11.1%40,4610.6%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$781,4680.0%2,8350.6%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$746,5380.0%2,6680.5%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$732,5400.0%1,5080.5%Finance
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$728,8000.0%10.5%Finance
Invesco QQQ stock logo
QQQ
Invesco QQQ
$722,649$2,758 -0.4%1,3100.5%Finance
GLOBAL X FDS
$700,711$700,711 New Holding11,6300.5%DEFENSE TECH ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$694,9710.0%36,9080.5%ETF
Digital Realty Trust, Inc. stock logo
DLR
Digital Realty Trust
$692,963$424,494 -38.0%3,9750.5%Finance
FJP
First Trust Japan AlphaDEX Fund
$692,752$119,440 -14.7%11,6000.5%Manufacturing
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$681,946$15,041 2.3%17,0020.5%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$677,208$46,067 7.3%34,6930.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$667,042$33,596 -4.8%3,8320.5%Computer and Technology
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$659,355$16,921 -2.5%8,3780.5%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$651,280$40,775 6.7%31,7850.5%ETF
First Trust Capital Strength ETF stock logo
FTCS
First Trust Capital Strength ETF
$647,860$22,722 -3.4%7,1280.5%ETF
RZV
Invesco S&P SmallCap 600 Pure Value ETF
$633,834$314 0.0%6,0500.4%ETF
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$631,148$69,399 -9.9%5,7750.4%ETF
Chevron Corporation stock logo
CVX
Chevron
$599,393$249,150 -29.4%4,1860.4%Energy
Invesco BulletShares 2025 Corporate Bond ETF stock logo
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
$599,060$19,088 3.3%28,9680.4%ETF
Walmart Inc. stock logo
WMT
Walmart
$575,4340.0%5,8850.4%Retail/Wholesale
Oracle Corporation stock logo
ORCL
Oracle
$543,9510.0%2,4880.4%Computer and Technology
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$526,072$72,192 -12.1%5,7350.4%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$524,291$2,272 -0.4%9230.4%ETF
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$516,6140.0%3,5020.4%ETF
Waste Management, Inc. stock logo
WM
Waste Management
$514,847$28,603 5.9%2,2500.4%Business Services
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$508,025$52,670 -9.4%5,3050.4%ETF
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$506,851$158,760 45.6%12,5180.4%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$505,568$505,568 New Holding8,5400.4%Manufacturing
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$501,9120.0%3,7650.4%ETF
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$492,224$69,588 -12.4%6,2600.3%Manufacturing
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$483,8560.0%3,0370.3%Consumer Staples
Energy Transfer LP stock logo
ET
Energy Transfer
$475,927$14,649 -3.0%26,2510.3%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$474,8750.0%1,6380.3%Finance
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$470,0030.0%24,7500.3%ETF
Chubb Limited stock logo
CB
Chubb
$465,230$28,061 6.4%1,5750.3%Finance
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$459,260$30,855 7.2%14,8100.3%Energy
International Business Machines Corporation stock logo
IBM
International Business Machines
$453,6670.0%1,5390.3%Computer and Technology
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$452,565$15,130 3.5%25,4250.3%ETF
FIRST TR EXCHANGE-TRADED FD
$451,766$451,766 New Holding28,3950.3%WCM INTL EQUITY
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$450,344$48,342 -9.7%5,3100.3%ETF
PIMCO Low Duration Exchange-Traded Fund stock logo
LDUR
PIMCO Low Duration Exchange-Traded Fund
$423,8570.0%4,4230.3%ETF
PALANTIR TECHNOLOGIES INC
$408,960$27,264 7.1%3,0000.3%CL A
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$390,216$390,216 New Holding5,0350.3%ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$389,8030.0%20,8450.3%ETF
Eaton Corporation, PLC stock logo
ETN
Eaton
$387,887$3,568 -0.9%1,0870.3%Industrials
McDonald's Corporation stock logo
MCD
McDonald's
$387,1250.0%1,3250.3%Retail/Wholesale
Tri Continental Corporation stock logo
TY
Tri Continental
$371,146$8,960 2.5%11,7230.3%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$370,0840.0%2,7210.3%Medical
Martin Marietta Materials, Inc. stock logo
MLM
Martin Marietta Materials
$362,3150.0%6600.3%Construction
Caterpillar Inc. stock logo
CAT
Caterpillar
$361,035$29,116 -7.5%9300.3%Industrials
Invesco BuyBack Achievers ETF stock logo
PKW
Invesco BuyBack Achievers ETF
$358,4400.0%2,9000.3%ETF
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$357,205$8,212 2.4%3,9150.3%Finance

Showing largest 100 holdings. View all holdings.
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