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 8 of 8
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
10.2K | QoQ 0.00% (+0)YoY -6.62% (-725) | All Managers (Combined) | $126.4K | ||
10.8K | All Managers (Combined) | $124.0K | |||
88.2K | QoQ 0.00% (-0)YoY NEW(+88.2K) | All Managers (Combined) | $79.4K | YoY NEW(+$79.4K) |