American Institute for Advanced Investment Management, LLP - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, American Institute for Advanced Investment Management, LLP held in its portfolio 146 assets valued at $155,553,070 (i.e. $155.55M).
The most valuable assets in the portfolio included: ISHARES TR ($12.21M), ISHARES TR ($6.63M), and SPDR S&P 500 ETF TR ($6.54M).
The chart below shows the top 10 valuable assets, and the table below shows the top 146 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
American Institute for Advanced Investment Management, LLP - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| ISHARES TR | 25807 | 12214469 | RUS 1000 GRW ETF |
| ISHARES TR | 31530 | 6632021 | RUS 1000 VAL ETF |
| SPDR S&P 500 ETF TR | 9595 | 6542690 | TR UNIT |
| APPLE INC | 21211 | 5724981 | COM |
| MICROSOFT CORP | 9145 | 4421493 | COM |
| VANGUARD INDEX FDS | 11258 | 3774472 | TOTAL STK MKT |
| VANGUARD SPECIALIZED FUNDS | 17113 | 3761100 | DIV APP ETF |
| PIMCO ETF TR | 36608 | 3673251 | ENHAN SHRT MA AC |
| VANGUARD INDEX FDS | 6236 | 3042297 | GROWTH ETF |
| ISHARES TR | 10977 | 2702176 | RUSSELL 2000 ETF |
| AMAZON COM INC | 10876 | 2510409 | COM |
| SPDR GOLD TR | 6092 | 2404613 | GOLD SHS |
| SPDR SERIES TRUST | 22296 | 2363510 | STATE STREET SPD |
| INVESCO EXCHANGE TRADED FD | 14669 | 2313359 | AEROSPACE DEFN |
| VANGUARD INDEX FDS | 12006 | 2292989 | VALUE ETF |
| SPDR S&P MIDCAP 400 ETF TR | 3718 | 2242995 | UTSER1 S&PDCRP |
| NVIDIA CORPORATION | 11850 | 2209413 | COM |
| CONSTELLATION ENERGY CORP | 6246 | 2193447 | COM |
| VANECK ETF TRUST | 17349 | 2167005 | URANIUM AND NUCL |
| FIRST TR EXCHANGE TRADED FD | 17429 | 2005229 | NASDQ CLN EDGE |
| GLOBAL X FDS | 40469 | 1939117 | US INFR DEV ETF |
| JOHN HANCOCK EXCHANGE | 43937 | 1844914 | MULTIFACTR SML |
| FIRST TR EXCHNG TRADED FD | 58512 | 1807514 | FT VEST LADDERED |
| ABBVIE INC | 7659 | 1742928 | COM |
| VANGUARD WORLD FD | 2227 | 1678255 | INF TECH ETF |
| SELECT SECTOR SPDR TR | 30063 | 1643198 | STATE STREET FIN |
| SELECT SECTOR SPDR TR | 10127 | 1568057 | STATE STREET HEA |
| HOME DEPOT INC | 15710 | 1564085 | COM |
| INVESCO EXCHANGE TRADED FD | 8028 | 1537842 | S&P500 EQL WGT |
| GLOBAL X FDS | 29789 | 1515157 | ARTIFICIAL ETF |
| GLOBAL X FDS | 22982 | 1504466 | DEFENSE TECH ETF |
| VANECK ETF TRUST | 4047 | 1462342 | SEMICONDUCTR ETF |
| ILLINOIS TOOL WKS INC | 5840 | 1438391 | COM |
| ISHARES TR | 7170 | 1431705 | U.S. TECH ETF |
| SELECT SECTOR SPDR TR | 9490 | 1365235 | STATE STREET TEC |
| JOHNSON & JOHNSON | 6485 | 1342073 | COM |
| VANGUARD INDEX FDS | 4777 | 1333453 | MCAP GR IDXVIP |
| FIRST TR EXCHANGE TRADED FD | 52005 | 1264334 | BUYWRIT INCM ETF |
| VANGUARD INDEX FDS | 6717 | 1191395 | MCAP VL IDXVIP |
| INVESCO EXCHANGE TRADED FD | 16890 | 1190328 | WATER RES ETF |
| ISHARES TR | 18952 | 1164010 | GLB INFRASTR ETF |
| ALPHABET INC | 3721 | 1133579 | CAP STK CL A |
| VANGUARD INTL EQUITY INDEX | 12479 | 1044311 | FTSE EUROPE ETF |
| ISHARES TR | 18578 | 982409 | ISHS 1-5YR INVS |
| COSTCO WHSL CORP NEW | 1111 | 959689 | COM |
| BROADCOM INC | 2692 | 931337 | COM |
| FIRST TR EXCHANGE-TRADED | 9340 | 926212 | COM SHS |
| PACER FDS TR | 16106 | 894950 | TRENDP US LAR CP |
| INVESCO EXCH TRD SLF IDX FD | 44753 | 883425 | BULSHS 2027 CB |
| ISHARES U S ETF TR | 17025 | 869978 | SHORT DURATION B |
| INVESCO QQQ TR | 1348 | 826652 | UNIT SER 1 |
| FIRST TR EXCHANGE TRADED FD | 11488 | 818832 | NASDAQ CYB ETF |
| FIRST TR EXCH TRD ALPHDX FD | 11810 | 794418 | JAPAN ALPHADEX |
| INVESCO EXCH TRD SLF IDX FD | 37975 | 782285 | INVSCO BLSH 28 |
| BERKSHIRE HATHAWAY INC DEL | 1508 | 757998 | CL B NEW |
| BERKSHIRE HATHAWAY INC DEL | 1 | 754800 | CL A |
| SSGA ACTIVE ETF TR | 18750 | 754677 | STATE STREET DOU |
| MICROCHIP TECHNOLOGY INC. | 11839 | 754381 | COM |
| FIRST TR EXCHANGE-TRADED FD | 43603 | 743858 | WCM INTL EQUITY |
| VANGUARD BD INDEX FDS | 9153 | 721347 | SHORT TRM BOND |
| GLOBAL X FDS | 36583 | 691779 | US PFD ETF |
| INVESCO EXCHANGE TRADED FD | 5760 | 684998 | S&P SML600 VAL |
| INVESCO EXCH TRD SLF IDX FD | 34933 | 683817 | BULSHS 2026 CB |
| ISHARES TR | 5574 | 669893 | CORE S&P SCP ETF |
| FIRST TR EXCHANGE-TRADED FD | 7219 | 667802 | CAP STRENGTH ETF |
| ISHARES SILVER TR | 10004 | 644458 | ISHARES |
| WALMART INC | 5565 | 619998 | COM |
| VANGUARD INDEX FDS | 2110 | 612364 | MID CAP ETF |
| VANGUARD WORLD FD | 4714 | 594788 | ENERGY ETF |
| VANGUARD INDEX FDS | 923 | 578843 | S&P 500 ETF SHS |
| PALANTIR TECHNOLOGIES INC | 3220 | 572356 | CL A |
| INVESCO EXCH TRD SLF IDX FD | 29985 | 564767 | BULETSHS 2029 |
| SELECT SECTOR SPDR TR | 3582 | 559129 | STATE STREET IND |
| ISHARES TR | 5782 | 555988 | 7-10 YR TRSY BD |
| CATERPILLAR INC | 949 | 544720 | COM |
| VANGUARD WHITEHALL FDS | 3765 | 540353 | HIGH DIV YLD |
| JPMORGAN CHASE & CO. | 1675 | 533153 | COM |
| FIRST TR EXCH TRADED FD III | 27365 | 530608 | INSTL PFD SECS |
| INTERNATIONAL BUSINESS | 1774 | 525065 | COM |
| FIRST TR EXCH TRADED FD III | 26975 | 491487 | PFD SECS INC ETF |
| BLACKROCK UTILS | 19040 | 490611 | COM |
| WASTE MGMT INC DEL | 2205 | 484748 | COM |
| SPDR INDEX SHS FDS | 10709 | 475584 | PORTFOLIO DEVLPD |
| TESLA INC | 1034 | 465012 | COM |
| ENTERPRISE PRODS PARTNERS L | 14035 | 450537 | COM |
| PIMCO ETF TR | 4573 | 438759 | ENHNCD LW DUR AC |
| DIGITAL RLTY TR INC | 2805 | 433962 | COM |
| ELI LILLY & CO | 400 | 429872 | COM |
| EATON VANCE TAX-MANAGED | 27670 | 426942 | COM |
| CHEVRON CORP NEW | 2786 | 424616 | COM |
| ORACLE CORP | 2163 | 421590 | COM |
| MARTIN MARIETTA MATLS INC | 660 | 411616 | COM |
| VANECK ETF TRUST | 4785 | 410410 | GOLD MINERS ETF |
| ALPHABET INC | 1301 | 409337 | CAP STK CL C |
| PROCTER AND GAMBLE CO | 2837 | 406571 | COM |
| MERCK & CO INC | 3795 | 399462 | COM |
| IRON MTN INC DEL | 4670 | 387379 | COM |
| INVESCO EXCHANGE TRADED FD | 2880 | 386842 | BUYBACK ACHIEV |
| CHUBB LIMITED | 1240 | 382515 | COM |
| WISDOMTREE TR | 2599 | 379264 | JAPN HEDGE EQT |
| MCDONALDS CORP | 1225 | 374398 | COM |
| SCHWAB CHARLES CORP | 3693 | 368969 | COM |
| ISHARES TR | 1183 | 356261 | ISHARES SEMICDTR |
| ISHARES TR | 3300 | 352110 | SHRT NAT MUN ETF |
| ABBOTT LABS | 2799 | 350363 | COM |
| INVESCO EXCHANGE TRADED FD | 6572 | 344604 | S&P MDCP400 PR |
| INVESCO EXCH TRADED FD TR | 15925 | 334425 | SR LN ETF |
| INVESCO EXCH TRADED FD TR | 14345 | 332661 | NATL AMT MUNI |
| ALTRIA GROUP INC | 5765 | 332410 | COM |
| TRI CONTL CORP | 10170 | 332148 | COM |
| ISHARES TR | 2181 | 307827 | SELECT DIVID ETF |
| CONSOLIDATED WATER CO INC | 8630 | 304552 | ORD |
| EATON CORP PLC | 917 | 294249 | SHS |
| INVESCO EXCHANGE TRADED FD | 5391 | 293162 | S&P SML600 GWT |
| VANGUARD INTL EQUITY INDEX | 5408 | 290734 | FTSE EMR MKT ETF |
| APPLIED MATLS INC | 1108 | 284746 | COM |
| INVESCO EXCH TRADED FD TR | 1099 | 278045 | NASDAQ 100 ETF |
| ISHARES TR | 3280 | 271650 | 1 3 YR TREAS BD |
| TRANE TECHNOLOGIES PLC | 665 | 258584 | SHS |
| HONEYWELL INTL INC | 1325 | 258495 | COM |
| ISHARES TR | 2320 | 255549 | TRUST ISHARE 0-1 |
| EQT CORP | 4795 | 255221 | COM |
| VANGUARD WORLD FD | 876 | 252157 | HEALTH CAR ETF |
| FIRST TR EXCHNG TRADED FD | 5685 | 251960 | SMITH OPPORT FXD |
| BLUEROCK PVT REAL ESTATE FD | 16732 | 250980 | COM |
| PHILIP MORRIS INTL INC | 1551 | 248780 | COM |
| SCHWAB STRATEGIC TR | 7600 | 247912 | US LCAP GR ETF |
| ETF SER SOLUTIONS | 3875 | 247365 | DEFIANCE CONNECT |
| CENCORA INC | 18975 | 243445 | COM |
| ISHARES TR | 5400 | 240516 | GNMA BOND ETF |
| EXXON MOBIL CORP | 1985 | 238875 | COM |
| INVESCO EXCH TRD SLF IDX FD | 13820 | 233835 | INVSCO 30 CORP |
| KLA CORP | 170 | 233674 | COM NEW |
| RTX CORPORATION | 1273 | 233468 | COM |
| SCHWAB STRATEGIC TR | 9500 | 231515 | SHT TM US TRES |
| RBB FD INC | 4600 | 229448 | US TREAS 3 MNTH |
| CSX CORP | 6320 | 229100 | COM |
| PIMCO ETF TR | 4500 | 226935 | SHTRM MUN BD ACT |
| FIRST TR EXCHANGE-TRADED FD | 5900 | 223433 | NO AMER ENERGY |
| SAP SE | 900 | 218620 | SPON ADR |
| SELECT SECTOR SPDR TR | 4869 | 218586 | STATE STREET ENE |
| VANGUARD INSTL INDEX FD | 2860 | 215730 | 0-3 MO TREAS BIL |
| ENERGY TRANSFER L P | 12989 | 214191 | COM UT LTD PTN |
| EXCHANGE TRADED CONCEPTS | 2923 | 204421 | ROBO GLB ETF |
| NUVEEN AMT FREE MUN CR INC | 10211 | 129272 | COM |
| FIBROBIOLOGICS INC | 88206 | 19838 | COM SHS |
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