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American Institute For Advanced Investment Management, LLP Top Holdings and 13F Report (2026)

About American Institute For Advanced Investment Management, LLP

Investment Activity

  • American Institute For Advanced Investment Management, LLP has $172.82 million in total holdings as of September 30, 2026.
  • American Institute For Advanced Investment Management, LLP owns shares of 158 different stocks, but just 72 companies or ETFs make up 80% of its holdings.
  • Approximately 2.96% of the portfolio was purchased this quarter.
  • About 2.58% of the portfolio was sold this quarter.
  • This quarter, American Institute For Advanced Investment Management, LLP has purchased 159 new stocks and bought additional shares in 61 stocks.
  • American Institute For Advanced Investment Management, LLP sold shares of 50 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Apple
$6,430,541
Microsoft
$4,751,476

Largest New Holdings this Quarter

30233Q108 - EXXONMOBIL HOLDINGS CORP
$367,327 Holding
780259305 - Shell
$229,071 Holding
803054204 - SAP
$214,734 Holding

Largest Purchases this Quarter

Home Depot
6,892 shares (about $430.52K)
EXXONMOBIL HOLDINGS CORP
2,257 shares (about $367.33K)
Shell
2,410 shares (about $229.07K)
SAP
1,030 shares (about $214.73K)

Largest Sales this Quarter

iShares Russell 1000 Growth ETF
3,192 shares (about $399.83K)
iShares Russell 1000 Value ETF
1,125 shares (about $278.92K)
SPDR S&P 500 ETF Trust
359 shares (about $273.77K)
iShares Russell 2000 ETF
735 shares (about $204.25K)
GLOBAL X FDS
3,352 shares (about $201.39K)

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
$12,180,290$399,830 ▼-3.2%97,2407.0%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$7,460,463$278,921 ▼-3.6%30,0914.3%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$6,790,090$273,769 ▼-3.9%8,9043.9%ETF
Apple Inc. stock logo
AAPL
Apple
$6,430,541$79,924 ▼-1.2%19,3103.7%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$4,751,476$23,080 ▼-0.5%9,2642.7%Technology
PIMCO Enhanced Short Maturity Exchange-Traded Fund stock logo
MINT
PIMCO Enhanced Short Maturity Exchange-Traded Fund
$3,807,746$91,601 ▲2.5%37,8692.2%ETF
Vanguard Growth ETF stock logo
VUG
Vanguard Growth ETF
$3,175,837$37,846 ▼-1.2%35,2441.8%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$2,886,513$161,297 ▼-5.3%7,7131.7%ETF
iShares Russell 2000 ETF stock logo
IWM
iShares Russell 2000 ETF
$2,828,091$204,249 ▼-6.7%10,1771.6%ETF
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$2,795,169$14,477 ▼-0.5%12,9361.6%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$2,650,169$71,626 ▼-2.6%11,3591.5%ETF
VanEck Semiconductor ETF stock logo
SMH
VanEck Semiconductor ETF
$2,642,896$166,247 ▲6.7%4,3401.5%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$2,498,978$30,895 ▼-1.2%10,0301.4%Consumer Discretionary
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,480,893$47,731 ▲2.0%10,8631.4%Technology
Invesco Aerospace & Defense ETF stock logo
PPA
Invesco Aerospace & Defense ETF
$2,378,766$54,270 ▲2.3%15,3851.4%ETF
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund stock logo
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
$2,348,884$17,805 ▲0.8%17,8101.4%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,312,933$114,268 ▼-4.7%3,5221.3%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,221,087$33,428 ▲1.5%17,6741.3%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$2,215,516$127,665 ▼-5.4%5,8311.3%ETF
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$2,150,659$10,815 ▲0.5%40,9651.2%ETF
JHSC
John Hancock Multifactor Small Cap ETF
$2,107,729$13,998 ▼-0.7%46,3781.2%ETF
Global X Artificial Intelligence & Technology ETF stock logo
AIQ
Global X Artificial Intelligence & Technology ETF
$2,101,215$78,518 ▲3.9%32,2471.2%ETF
SPDR Bloomberg 1-3 Month T-Bill ETF stock logo
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
$1,988,128$121,881 ▼-5.8%21,6951.2%ETF
AbbVie Inc. stock logo
ABBV
AbbVie
$1,875,863$8,632 ▼-0.5%7,1711.1%Healthcare
VanEck Uranium and Nuclear ETF stock logo
NLR
VanEck Uranium and Nuclear ETF
$1,841,359$38,280 ▲2.1%17,7981.1%ETF
iShares U.S. Technology ETF stock logo
IYW
iShares U.S. Technology ETF
$1,821,984$13,510 ▼-0.7%6,8781.1%ETF
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$1,771,5400.0%9,0501.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,673,157$5,295 ▼-0.3%6,3201.0%Healthcare
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$1,591,970$31,159 ▲2.0%9,4520.9%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$1,551,192$26,219 ▲1.7%29,0490.9%ETF
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$1,463,306$78,081 ▼-5.1%5,7160.8%Utilities
Vanguard Mid-Cap Growth ETF stock logo
VOT
Vanguard Mid-Cap Growth ETF
$1,370,244$4,382 ▼-0.3%4,6910.8%ETF
McKesson Corporation stock logo
MCK
McKesson
$1,366,0960.0%1,6000.8%Healthcare
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$1,330,316$31,030 ▲2.4%26,4950.8%ETF
Vanguard Mid-Cap Value ETF stock logo
VOE
Vanguard Mid-Cap Value ETF
$1,328,6280.0%6,7950.8%ETF
First Trust North American Energy Infrastructure Fund stock logo
EMLP
First Trust North American Energy Infrastructure Fund
$1,322,549$384,078 ▲40.9%32,2650.8%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,258,669$60,462 ▲5.0%3,7680.7%Communication Services
First Trust BuyWrite Income ETF stock logo
FTHI
First Trust BuyWrite Income ETF
$1,256,693$14,637 ▼-1.2%51,5150.7%ETF
iShares Short Duration Bond Active ETF stock logo
NEAR
iShares Short Duration Bond Active ETF
$1,202,873$198,692 ▲19.8%24,1250.7%ETF
iShares Global Infrastructure ETF stock logo
IGF
iShares Global Infrastructure ETF
$1,188,536$27,086 ▲2.3%19,3070.7%ETF
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$1,181,265$159,995 ▲15.7%58,6960.7%ETF
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$1,169,280$14,561 ▲1.3%5,6210.7%ETF
Invesco BulletShares 2027 Corporate Bond ETF stock logo
BSCR
Invesco BulletShares 2027 Corporate Bond ETF
$1,152,729$86,780 ▲8.1%58,9780.7%ETF
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$1,148,755$96,480 ▼-7.7%4,4650.7%Industrials
Invesco Water Resources ETF stock logo
PHO
Invesco Water Resources ETF
$1,139,884$32,219 ▲2.9%16,8050.7%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$1,114,714$30,927 ▼-2.7%10,8130.6%ETF
Vanguard FTSE Europe ETF stock logo
VGK
Vanguard FTSE Europe ETF
$1,107,581$23,957 ▲2.2%12,7600.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,093,380$101,348 ▲10.2%1,4780.6%ETF
BlackRock Utilities, Infrastructure & Power Opportunities Trust stock logo
BUI
BlackRock Utilities, Infrastructure & Power Opportunities Trust
$1,065,513$114,679 ▲12.1%42,7400.6%Finance
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$1,055,958$12,808 ▲1.2%20,6120.6%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$1,055,238$430,516 ▲68.9%16,8930.6%Consumer Discretionary
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,036,876$31,862 ▲3.2%1,1390.6%Consumer Staples
FT Vest Laddered Buffer ETF stock logo
BUFR
FT Vest Laddered Buffer ETF
$1,014,877$97,422 ▲10.6%27,0850.6%ETF
FIRST TR EXCHANGE-TRADED FD
$998,185$122,588 ▲14.0%52,3160.6%WCM INTL EQUITY
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$983,613$19,775 ▼-2.0%6,7150.6%ETF
GLOBAL X FDS
$954,370$201,388 ▼-17.4%15,8850.6%DEFENSE TECH ETF
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$949,858$173,628 ▲22.4%52,1900.5%ETF
FT Vest Laddered Deep Buffer ETF stock logo
BUFD
FT Vest Laddered Deep Buffer ETF
$946,3000.0%31,1590.5%ETF
Microchip Technology Incorporated stock logo
MCHP
Microchip Technology
$910,3760.0%11,7060.5%Technology
First Trust Japan AlphaDEX Fund stock logo
FJP
First Trust Japan AlphaDEX Fund
$891,7820.0%11,4100.5%ETF
SPDR Doubleline Total Return Tactical ETF stock logo
TOTL
SPDR Doubleline Total Return Tactical ETF
$880,292$4,865 ▲0.6%23,5240.5%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$848,825$17,559 ▼-2.0%2,4170.5%Technology
Pacer Trendpilot US Large Cap ETF stock logo
PTLC
Pacer Trendpilot US Large Cap ETF
$812,6970.0%13,6560.5%ETF
Invesco S&P SmallCap 600 Pure Value ETF stock logo
RZV
Invesco S&P SmallCap 600 Pure Value ETF
$807,6570.0%5,8200.5%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$756,643$58,534 ▲8.4%4,3950.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$747,0050.0%10.4%Finance
Vanguard Short-Term Bond ETF stock logo
BSV
Vanguard Short-Term Bond ETF
$745,702$5,348 ▼-0.7%9,7610.4%ETF
iShares Semiconductor ETF stock logo
SOXX
iShares Semiconductor ETF
$739,233$64,256 ▼-8.0%1,3000.4%ETF
First Trust Materials AlphaDEX Fund stock logo
FXZ
First Trust Materials AlphaDEX Fund
$733,001$87,713 ▲13.6%9,4850.4%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$722,413$17,837 ▲2.5%8910.4%Industrials
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$720,748$67,885 ▼-8.6%5,2980.4%ETF
Rio Tinto PLC stock logo
RIO
Rio Tinto
$717,107$82,399 ▲13.0%7,6150.4%Materials
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$715,578$13,316 ▼-1.8%1,0210.4%ETF
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$693,042$10,902 ▼-1.5%12,7140.4%ETF
iShares U.S. Pharmaceuticals ETF stock logo
IHE
iShares U.S. Pharmaceuticals ETF
$670,219$121,721 ▲22.2%6,6680.4%ETF
Global X U.S. Preferred ETF stock logo
PFFD
Global X U.S. Preferred ETF
$658,592$3,520 ▲0.5%37,4200.4%ETF
First Trust Institutional Preferred Securities and Income ETF stock logo
FPEI
First Trust Institutional Preferred Securities and Income ETF
$658,585$153,974 ▲30.5%35,7150.4%ETF
FT Vest Gold Strategy Target Income ETF stock logo
IGLD
FT Vest Gold Strategy Target Income ETF
$650,240$25,400 ▲4.1%32,0000.4%ETF
Invesco BulletShares 2026 Corporate Bond ETF stock logo
BSCQ
Invesco BulletShares 2026 Corporate Bond ETF
$635,670$51,240 ▼-7.5%32,5650.4%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$624,431$15,436 ▲2.5%1,2540.4%Finance
VPN
Global X Data Center & Digital Infrastructure ETF
$623,003$104,625 ▲20.2%22,9550.4%ETF
WALMART INC
$623,001$3,637 ▲0.6%5,9950.4%COM
Micron Technology, Inc. stock logo
MU
Micron Technology
$604,9830.0%5680.4%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$602,583$119,293 ▼-16.5%9850.3%Technology
Industrial Select Sector SPDR Fund stock logo
XLI
Industrial Select Sector SPDR Fund
$599,7940.0%3,5920.3%ETF
Chevron Corporation stock logo
CVX
Chevron
$588,329$49,010 ▲9.1%2,8810.3%Energy
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$570,685$16,542 ▲3.0%1,7250.3%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$564,094$12,642 ▲2.3%3,8820.3%Healthcare
First Trust Preferred Securities and Income ETF stock logo
FPE
First Trust Preferred Securities and Income ETF
$561,374$78,004 ▲16.1%32,9250.3%ETF
iShares 7-10 Year Treasury Bond ETF stock logo
IEF
iShares 7-10 Year Treasury Bond ETF
$560,396$31,257 ▼-5.3%6,2750.3%ETF
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$560,363$8,303 ▲1.5%9,4480.3%ETF
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$539,9100.0%7,7130.3%Materials
iShares Short-Term National Muni Bond ETF stock logo
SUB
iShares Short-Term National Muni Bond ETF
$535,768$154,197 ▲40.4%5,1250.3%ETF
First Trust Large Cap Value AlphaDEX Fund stock logo
FTA
First Trust Large Cap Value AlphaDEX Fund
$530,828$1,906 ▼-0.4%5,5700.3%ETF
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$515,4710.0%1,0080.3%Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$505,025$109,788 ▼-17.9%6,4400.3%ETF
WisdomTree Japan Hedged Equity Fund stock logo
DXJ
WisdomTree Japan Hedged Equity Fund
$497,236$50,554 ▲11.3%2,7540.3%ETF
Vanguard High Dividend Yield ETF stock logo
VYM
Vanguard High Dividend Yield ETF
$491,208$46,560 ▼-8.7%3,1650.3%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$465,0690.0%13,0600.3%Energy
Eaton Vance Tax-Managed Buy-Write Opportunities Fund stock logo
ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
$454,8630.0%28,7700.3%Finance

Showing largest 100 holdings. View all holdings.
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