American Institute for Advanced Investment Management, LLP 13F Holdings
CIK 0001805824 · Scottsdale, AZ
As of Sep 30, 2025, American Institute for Advanced Investment Management, LLP reported 147 positions worth
CIK 0001805824 · Scottsdale, AZ
As of Sep 30, 2025, American Institute for Advanced Investment Management, LLP reported 147 positions worth
52.7M in its SEC Form 13F filing.
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 26,291 | 2.3M | 8.06% |
| ISHARES RUSSELL 1000 VALUE ETF | IWD | — | 32,069 | $6.5M | 4.28% |
| SPDR S&P 500 ETF TRUST | SPY | — | 9,653 | $6.4M | 4.21% |
| APPLE INC | AAPL | Technology | 22,242 | $5.7M | 3.71% |
| MICROSOFT CORP | MSFT | Technology | 9,225 | $4.8M | 3.13% |
| VANGUARD TOTAL STOCK MKT ETF | VTI | — | 11,658 | $3.8M | 2.51% |
| VANGUARD DIVIDEND APPREC ETF | VIG | — | 17,093 | $3.7M | 2.42% |
| PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | MINT | — | 36,409 | $3.7M | 2.40% |
| VANGUARD GROWTH INDEX FUND | VUG | — | 6,361 | $3.1M | 2.00% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 11,123 | $2.7M | 1.76% |
| AMAZON.COM INC | AMZN | Equity | 11,240 | $2.5M | 1.62% |
| VANECK URANIUM AND NUCLEAR ETF | NLR | — | 17,111 | $2.3M | 1.52% |
| INVESCO AEROSPACE & DEFENSE ETF | PPA | — | 14,879 | $2.3M | 1.51% |
| VANGUARD VALUE INDEX FUND | VTV | — | 12,052 | $2.2M | 1.47% |
| SPDR S&P MIDCAP 400 ETF TRUST | MDY | — | 3,731 | $2.2M | 1.46% |
| CONSTELLATION ENERGY CORP | CEG | Utilities | 6,617 | $2.2M | 1.42% |
| SPDR GOLD TRUST | GQ9 | — | 6,139 | $2.2M | 1.42% |
| NVIDIA CORP | NVDA | Technology | 11,529 | $2.2M | 1.41% |
| GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | PAVE | — | 40,539 | .9M | 1.26% |
| HOME DEPOT INC | HD | Consumer Cyclical | 16,409 | .9M | 1.24% |
| FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND | GRID | — | 17,259 | .9M | 1.23% |
| JOHN HANCOCK EXCHANGE TRADED | — | — | 44,677 | .9M | 1.22% |
| ILLINOIS TOOL WORKS INC | ITW | Industrials | 6,840 | .8M | 1.17% |
| ABBVIE INC | ABBV | Equity | 7,684 | .8M | 1.17% |
| VANGUARD INFORMATION TECHNOLOGY INDEX FUND | VGT | — | 2,226 | .7M | 1.09% |