American-Institute-For-Advanced-Investment-Management-Llp
AI_NATIVE detailed information: This accession holds the following tickers:[ null, null, "GDX", null, "NVG", "ABT", "ABBV", null, null, "GOOGL", "VDE", "CAT", "AVGO", "NAD", null, null, null, null, null, null, "HON", "HD", null, null, null, "MCD", null, "FBLG", null, null, "ITW", null, null, null, null, null, null, null, null, null, "MSFT", "IJR", "IWD", "ORCL", null, "VHT", null, "IWF", null, "PEP", "IRM", null, null, "AAPL", "SPY", "NVDA", "PLTR", "PG", "MRK", null, null, null, "SPDW", "GLD", "SAP", null, null, "IBM", "VO", "VOE", "SCHW", null, null, null, "VWO", "ETV", null, null, "TY", "VIG", null, null, "IEF", "IT", null, null, null, null, "VYM", null, null, "TT", "SDY", "WM", null, "AMZN", null, null, null, null, "VGT", "VUG", "VOT", "BSV", "VOO", "VTV", "WMT", null, "ET", "DVY", null, null, null, null, null, null, null, "BRK-A", "BRK-B", "CVX", "CB", "CTAS", "CWCO", "CEG", "COST", "DLR", "RSP", "QQQ", "IWM", "EPD", "MDY", "ETN", "GOOG", "XOM", "JNJ", "LLY", "PM", "MO", "MLM", "XLK", "MCHP", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-17
- Total Holdings
- 143
- Total Value
- 131019452
- Accession Number
- 0001214659-25-006031
- Form Type
- 13F-HR
- Manager Name
- American-Institute-For-Advanced-Investment-Management-Llp
Data Enrichment
57% identified81 identified62 unidentified
Holdings
143 positions
Manager:
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72201R833
Shares:37.2K
Value:$3.7M
46137V100
Shares:15.0K
Value:$1.7M
81369Y605
Shares:34.5K
Value:$1.7M
47804J842
Shares:45.0K
Value:$1.7M
37954Y673
Shares:41.4K
Value:$1.6M
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
26.8K | QoQ +0.98% (-262)YoY -2.46% (-678) | All Managers (Combined) | $9.7M | ||
33.3K | QoQ +1.44% (+475)YoY -2.10% (-716) | All Managers (Combined) | $6.3M | ||
9.8K | All Managers (Combined) | $5.5M | |||
Apple Inc.(AAPLcusip037833100) | 22.6K | All Managers (Combined) | $5.0M | ||
(cusip72201R833)✕ | 37.2K | All Managers (Combined) | $3.7M | ||
MICROSOFT CORP(MSFTcusip594918104) | 9.5K | QoQ -0.73% (-70)YoY -1.20% (-116) | All Managers (Combined) | $3.6M | |
17.4K | All Managers (Combined) | $3.4M | |||
11.7K | All Managers (Combined) | $3.2M | |||
6.3K | QoQ +4.65% (-282)YoY +2.01% (+125) | All Managers (Combined) | $2.3M | ||
11.7K | QoQ -4.37% (-535)YoY -7.59% (-961) | All Managers (Combined) | $2.3M | ||
AMAZON COM INC(AMZNcusip023135106) | 11.5K | QoQ -5.51% (-670)YoY -2.49% (-293) | All Managers (Combined) | $2.2M | |
3.8K | QoQ 0.00% (-0)YoY -0.44% (-17) | All Managers (Combined) | $2.0M | ||
11.8K | All Managers (Combined) | $2.0M | |||
(cusip46137V100)✕ | 15.0K | All Managers (Combined) | $1.7M | ||
(cusip81369Y605)✕ | 34.5K | All Managers (Combined) | $1.7M | ||
6.8K | QoQ 0.00% (-0) | All Managers (Combined) | $1.7M | ||
(cusip47804J842)✕ | 45.0K | All Managers (Combined) | $1.7M | ||
AbbVie Inc.(ABBVcusip00287Y109) | 7.9K | QoQ +2.78% (+215)YoY -5.85% (-494) | All Managers (Combined) | $1.7M | |
HOME DEPOT, INC.(HDcusip437076102) | 4.4K | QoQ +4.84% (-205)YoY +0.68% (-30) | All Managers (Combined) | $1.6M | |
(cusip37954Y673)✕ | 41.4K | All Managers (Combined) | $1.6M |