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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Page 4 of 8
46138J643
Shares:29.8K
Value:$606.3K
46137V167
Shares:6.1K
Value:$598.3K
78468R663
Shares:6.5K
Value:$598.3K
46138J825
Shares:28.0K
Value:$580.0K
81369Y506
Shares:5.9K
Value:$549.5K
33735J101
Shares:7.1K
Value:$548.2K
97717W851
Shares:4.8K
Value:$532.7K
33739P855
Shares:24.8K
Value:$462.8K
81369Y704
Shares:3.5K
Value:$459.0K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 1.3K | YoY -3.16% (-43) | All Managers (Combined) | $616.6K | ||
(cusip46138J643)✕ | 29.8K | YoY NEW(+29.8K) | All Managers (Combined) | $606.3K | YoY NEW(+$606.3K) |
| 12.4K | All Managers (Combined) | $599.0K | |||
(cusip46137V167)✕ | 6.1K | QoQ -5.78% (-372)YoY -7.19% (-469) | All Managers (Combined) | $598.3K | |
(cusip78468R663)✕ | 6.5K | QoQ NEW(+6.5K) YoY NEW(+6.5K) | All Managers (Combined) | $598.3K | QoQ NEW(+$598.3K) YoY NEW(+$598.3K) |
(cusip46138J825)✕ | 28.0K | All Managers (Combined) | $580.0K | ||
| 5.9K | YoY NEW(+5.9K) | All Managers (Combined) | $558.4K | YoY NEW(+$558.4K) | |
(cusip81369Y506)✕ | 5.9K | QoQ 0.00% (+0)YoY -6.68% (-421) | All Managers (Combined) | $549.5K | |
(cusip33735J101)✕ | 7.1K | All Managers (Combined) | $548.2K | ||
(cusip97717W851)✕ | 4.8K | QoQ -3.97% (-200)YoY NEW(+4.8K) | All Managers (Combined) | $532.7K | YoY NEW(+$532.7K) |
| 3.0K | All Managers (Combined) | $517.6K | |||
Walmart Inc.(WMTcusip931142103) | 5.9K | All Managers (Combined) | $516.6K | ||
| 27.1K | All Managers (Combined) | $503.0K | |||
| 2.1K | QoQ +8.41% (+165)YoY +4.16% (+85) | All Managers (Combined) | $492.0K | ||
| 3.8K | All Managers (Combined) | $485.5K | |||
| 927 | All Managers (Combined) | $476.4K | |||
Broadcom Inc.(AVGOcusip11135F101) | 2.8K | All Managers (Combined) | $474.7K | ||
| 13.8K | QoQ -5.69% (-835)YoY -3.25% (-465) | All Managers (Combined) | $471.6K | ||
(cusip33739P855)✕ | 24.8K | QoQ 0.00% (+0) | All Managers (Combined) | $462.8K | |
(cusip81369Y704)✕ | 3.5K | YoY +2.78% (+95) | All Managers (Combined) | $459.0K |