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 6 of 8
46138G508
Shares:14.9K
Value:$308.4K
464288810
Shares:5.0K
Value:$300.3K
464287523
Shares:1.5K
Value:$289.6K
46137V217
Shares:6.5K
Value:$283.2K
72201R874
Shares:5.6K
Value:$280.1K
46429B333
Shares:6.0K
Value:$264.6K
46428Q109
Shares:8.5K
Value:$263.5K
46137V175
Shares:5.5K
Value:$256.3K
46138E537
Shares:10.5K
Value:$243.0K
464288679
Shares:2.2K
Value:$240.3K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
| 660 | QoQ +6.45% (-40)YoY -7.69% (-55) | All Managers (Combined) | $315.6K | ||
| 23.7K | All Managers (Combined) | $313.6K | |||
| 8.6K | All Managers (Combined) | $313.0K | |||
(cusip46138G508)✕ | 14.9K | QoQ NEW(+14.9K) YoY NEW(+14.9K) | All Managers (Combined) | $308.4K | QoQ NEW(+$308.4K) YoY NEW(+$308.4K) |
(cusip464288810)✕ | 5.0K | All Managers (Combined) | $300.3K | ||
| 3.8K | All Managers (Combined) | $299.4K | |||
Eaton Corp plc(ETNcusipG29183103) | 1.1K | QoQ -1.17% (-13) | All Managers (Combined) | $298.1K | |
| 1.4K | All Managers (Combined) | $296.5K | |||
| 2.2K | QoQ 0.00% (+0)YoY -3.32% (-75) | All Managers (Combined) | $292.9K | ||
(cusip464287523)✕ | 1.5K | QoQ -4.94% (-80)YoY -7.51% (-125) | All Managers (Combined) | $289.6K | |
(cusip46137V217)✕ | 6.5K | All Managers (Combined) | $283.2K | ||
(cusip72201R874)✕ | 5.6K | QoQ NEW(+5.6K) YoY NEW(+5.6K) | All Managers (Combined) | $280.1K | QoQ NEW(+$280.1K) YoY NEW(+$280.1K) |
(cusip46429B333)✕ | 6.0K | QoQ 0.00% (+0) | All Managers (Combined) | $264.6K | |
EXXON MOBIL CORP(XOMcusip30231G102) | 2.2K | All Managers (Combined) | $264.6K | ||
(cusip46428Q109)✕ | 8.5K | QoQ NEW(+8.5K) YoY NEW(+8.5K) | All Managers (Combined) | $263.5K | QoQ NEW(+$263.5K) YoY NEW(+$263.5K) |
(cusip46137V175)✕ | 5.5K | All Managers (Combined) | $256.3K | ||
| 1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $246.2K | YoY NEW(+$246.2K) | |
(cusip46138E537)✕ | 10.5K | QoQ 0.00% (-0) | All Managers (Combined) | $243.0K | |
| 900 | QoQ 0.00% (+0)YoY NEW(+900) | All Managers (Combined) | $241.6K | YoY NEW(+$241.6K) | |
(cusip464288679)✕ | 2.2K | QoQ NEW(+2.2K) YoY NEW(+2.2K) | All Managers (Combined) | $240.3K | QoQ NEW(+$240.3K) YoY NEW(+$240.3K) |