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

SEC FilingSEC DataHachi Filing

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
CIK: american-institute-for-advanced-investment-management-llp
Manager Name: American-Institute-For-Advanced-Investment-Management-Llp

Data Enrichment

57% identified

81 identified62 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

143 positions • $131.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 3 of 8

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464288646

Shares:18.1K

Value:$947.8K

% of Portfolio:0.7% ($947.8K/$131.0M)

33740F755

Shares:31.6K

Value:$937.8K

% of Portfolio:0.7% ($937.8K/$131.0M)

IRON MOUNTAIN INC

IRM|46284V101

Shares:10.9K

Value:$935.3K

% of Portfolio:0.7% ($935.3K/$131.0M)

DIGITAL REALTY TRUST, INC.

DLR|253868103

Shares:6.4K

Value:$918.5K

% of Portfolio:0.7% ($918.5K/$131.0M)

69374H105

Shares:16.5K

Value:$847.6K

% of Portfolio:0.6% ($847.6K/$131.0M)

46431W507

Shares:16.4K

Value:$834.3K

% of Portfolio:0.6% ($834.3K/$131.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:1.5K

Value:$803.1K

% of Portfolio:0.6% ($803.1K/$131.0M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.6% ($798.4K/$131.0M)

33740U703

Shares:31.2K

Value:$778.2K

% of Portfolio:0.6% ($778.2K/$131.0M)

33737J158

Shares:13.6K

Value:$745.6K

% of Portfolio:0.6% ($745.6K/$131.0M)

46138J783

Shares:36.4K

Value:$713.6K

% of Portfolio:0.5% ($713.6K/$131.0M)

37954Y657

Shares:36.9K

Value:$702.7K

% of Portfolio:0.5% ($702.7K/$131.0M)

922908629

VO|922908629

Shares:2.7K

Value:$690.0K

% of Portfolio:0.5% ($690.0K/$131.0M)

921937827

BSV|921937827

Shares:8.6K

Value:$672.7K

% of Portfolio:0.5% ($672.7K/$131.0M)

464287804

IJR|464287804

Shares:6.4K

Value:$670.3K

% of Portfolio:0.5% ($670.3K/$131.0M)

78467V848

Shares:16.6K

Value:$669.9K

% of Portfolio:0.5% ($669.9K/$131.0M)

33733E104

Shares:7.4K

Value:$661.3K

% of Portfolio:0.5% ($661.3K/$131.0M)

33734X846

Shares:10.3K

Value:$648.9K

% of Portfolio:0.5% ($648.9K/$131.0M)

46138J791

Shares:32.3K

Value:$629.8K

% of Portfolio:0.5% ($629.8K/$131.0M)

Alphabet Inc.

GOOGL|02079K305

Shares:4.0K

Value:$622.4K

% of Portfolio:0.5% ($622.4K/$131.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip464288646)✕	18.1K	QoQ +7.73% (+1.3K) YoY +0.12% (+22)	All Managers (Combined)	$947.8K	0.7% ($947.8K/$131.0M)	QoQ +9.13% (+$79.3K) YoY +2.25% (+$20.9K)
(cusip33740F755)✕	31.6K	QoQ -9.67% (-3.4K) YoY +244.25% (+22.4K)	All Managers (Combined)	$937.8K	0.7% ($937.8K/$131.0M)	QoQ -11.99% (-$127.8K) YoY +265.55% (+$681.2K)
IRON MOUNTAIN INC(IRMcusip46284V101)	10.9K	QoQ +6.56% (-670) YoY -6.33% (-735)	All Managers (Combined)	$935.3K	0.7% ($935.3K/$131.0M)	QoQ -12.76% (-$136.9K) YoY +0.47% (-$4.4K)
DIGITAL REALTY TRUST, INC.(DLRcusip253868103)	6.4K	QoQ -10.59% (-760) YoY +287.31% (+4.8K)	All Managers (Combined)	$918.5K	0.7% ($918.5K/$131.0M)	QoQ -27.76% (-$353.0K) YoY +285.29% (+$680.1K)
(cusip69374H105)✕	16.5K	QoQ -0.51% (-86) YoY -41.25% (-11.6K)	All Managers (Combined)	$847.6K	0.6% ($847.6K/$131.0M)	QoQ -4.22% (-$37.4K) YoY -36.66% (-$490.7K)
(cusip46431W507)✕	16.4K	QoQ +7.89% (+1.2K) YoY -15.63% (-3.0K)	All Managers (Combined)	$834.3K	0.6% ($834.3K/$131.0M)	QoQ +8.68% (+$66.7K) YoY -14.95% (-$146.7K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	1.5K	QoQ 0.00% (+0) YoY -0.85% (-13)	All Managers (Combined)	$803.1K	0.6% ($803.1K/$131.0M)	QoQ +17.49% (+$119.6K) YoY +25.56% (-$163.5K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$798.4K	0.6% ($798.4K/$131.0M)	QoQ +17.25% (+$117.5K) YoY +25.84% (+$164.0K)
(cusip33740U703)✕	31.2K	QoQ +16.70% (+4.5K) YoY NEW(+31.2K)	All Managers (Combined)	$778.2K	0.6% ($778.2K/$131.0M)	QoQ +14.10% (+$96.2K) YoY NEW(+$778.2K)
(cusip33737J158)✕	13.6K	QoQ -12.82% (-2.0K) YoY -44.45% (-10.9K)	All Managers (Combined)	$745.6K	0.6% ($745.6K/$131.0M)	QoQ -7.52% (-$60.7K) YoY -44.76% (-$604.3K)
(cusip46138J783)✕	36.4K	QoQ +22.16% (+6.6K) YoY +137.76% (+21.1K)	All Managers (Combined)	$713.6K	0.5% ($713.6K/$131.0M)	QoQ +22.85% (+$132.8K) YoY +141.46% (+$418.1K)
(cusip37954Y657)✕	36.9K	QoQ +4.01% (+1.4K) YoY +49.06% (+12.1K)	All Managers (Combined)	$702.7K	0.5% ($702.7K/$131.0M)	QoQ +1.50% (+$10.4K) YoY +40.77% (+$203.6K)
(VOcusip922908629)	2.7K	QoQ +13.14% (+310) YoY +4.50% (+115)	All Managers (Combined)	$690.0K	0.5% ($690.0K/$131.0M)	QoQ +10.78% (+$67.2K) YoY +8.16% (+$52.1K)
(BSVcusip921937827)	8.6K	QoQ +0.23% (+20) YoY +11.99% (+920)	All Managers (Combined)	$672.7K	0.5% ($672.7K/$131.0M)	QoQ +1.54% (+$10.2K) YoY +14.34% (+$84.4K)
(IJRcusip464287804)	6.4K	QoQ +8.18% (-485) YoY +16.75% (+920)	All Managers (Combined)	$670.3K	0.5% ($670.3K/$131.0M)	QoQ -1.81% (-$12.4K) YoY +10.47% (+$63.5K)
(cusip78467V848)✕	16.6K	QoQ +17.79% (+2.5K) YoY +147.20% (+9.9K)	All Managers (Combined)	$669.9K	0.5% ($669.9K/$131.0M)	QoQ +20.48% (+$113.9K) YoY +148.68% (+$400.5K)
(cusip33733E104)✕	7.4K	QoQ -0.52% (-39) YoY -55.76% (-9.3K)	All Managers (Combined)	$661.3K	0.5% ($661.3K/$131.0M)	QoQ +1.52% (-$9.9K) YoY -53.70% (-$767.3K)
(cusip33734X846)✕	10.3K	QoQ +5.90% (+574) YoY +0.77% (+79)	All Managers (Combined)	$648.9K	0.5% ($648.9K/$131.0M)	QoQ +5.15% (+$31.8K) YoY +12.58% (+$72.5K)
(cusip46138J791)✕	32.3K	QoQ +12.41% (+3.6K) YoY +46.56% (+10.3K)	All Managers (Combined)	$629.8K	0.5% ($629.8K/$131.0M)	QoQ +12.70% (+$71.0K) YoY +48.62% (+$206.1K)
Alphabet Inc.(GOOGLcusip02079K305)	4.0K	QoQ +12.61% (-451) YoY -7.23% (-314)	All Managers (Combined)	$622.4K	0.5% ($622.4K/$131.0M)	QoQ -8.00% (-$54.2K) YoY -4.96% (-$32.5K)