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 5 of 8
33741X102
Shares:13.5K
Value:$451.9K
33739E108
Shares:24.6K
Value:$432.3K
72201R718
Shares:4.4K
Value:$424.5K
33738R704
Shares:5.9K
Value:$403.5K
46138J577
Shares:20.8K
Value:$386.3K
33735B108
Shares:3.3K
Value:$357.5K
46137V308
Shares:2.9K
Value:$326.7K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
(cusip33741X102)✕ | 13.5K | YoY NEW(+13.5K) | All Managers (Combined) | $451.9K | YoY NEW(+$451.9K) |
(cusip33739E108)✕ | 24.6K | QoQ +2.28% (+550)YoY NEW(+24.6K) | All Managers (Combined) | $432.3K | YoY NEW(+$432.3K) |
(cusip72201R718)✕ | 4.4K | All Managers (Combined) | $424.5K | ||
| 1.5K | YoY NEW(+1.5K) | All Managers (Combined) | $419.9K | YoY NEW(+$419.9K) | |
MCDONALDS CORP(MCDcusip580135101) | 1.3K | QoQ 0.00% (+0) | All Managers (Combined) | $413.9K | |
(cusip33738R704)✕ | 5.9K | YoY NEW(+5.9K) | All Managers (Combined) | $403.5K | YoY NEW(+$403.5K) |
| 1.6K | All Managers (Combined) | $401.8K | |||
(cusip46138J577)✕ | 20.8K | YoY NEW(+20.8K) | All Managers (Combined) | $386.3K | YoY NEW(+$386.3K) |
| 1.5K | QoQ -2.53% (-40) | All Managers (Combined) | $382.7K | ||
| 2.7K | All Managers (Combined) | $360.9K | |||
(cusip33735B108)✕ | 3.3K | All Managers (Combined) | $357.5K | ||
| 11.4K | QoQ 0.00% (-0)YoY +7.09% (+758) | All Managers (Combined) | $350.9K | ||
| 5.8K | QoQ 0.00% (+0)YoY +2.73% (+155) | All Managers (Combined) | $349.0K | ||
| 3.9K | QoQ -1.14% (-45)YoY -5.99% (-248) | All Managers (Combined) | $348.9K | ||
ORACLE CORP(ORCLcusip68389X105) | 2.5K | QoQ -4.49% (-117)YoY -5.11% (-134) | All Managers (Combined) | $347.8K | |
| 1.3K | All Managers (Combined) | $335.1K | |||
PEPSICO INC(PEPcusip713448108) | 2.2K | All Managers (Combined) | $335.0K | ||
CATERPILLAR INC(CATcusip149123101) | 1.0K | QoQ 0.00% (-0)YoY +7.48% (-70) | All Managers (Combined) | $331.4K | |
ELI LILLY & Co(LLYcusip532457108) | 400 | All Managers (Combined) | $330.4K | ||
(cusip46137V308)✕ | 2.9K | QoQ 0.00% (-0) | All Managers (Combined) | $326.7K |