American Institute for Advanced Investment Management, Llp

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 143Value: $131.0MLatest: 2025Q1

American Institute for Advanced Investment Management, LLP is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 143 holdings worth $0.1 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 8

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464287614

IWF|464287614

Shares:26.8K

Value:$9.7M

% of Portfolio:7.4% ($9.7M/$131.0M)

464287598

IWD|464287598

Shares:33.3K

Value:$6.3M

% of Portfolio:4.8% ($6.3M/$131.0M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:9.8K

Value:$5.5M

% of Portfolio:4.2% ($5.5M/$131.0M)

Apple Inc.

AAPL|037833100

Shares:22.6K

Value:$5.0M

% of Portfolio:3.8% ($5.0M/$131.0M)

72201R833

Shares:37.2K

Value:$3.7M

% of Portfolio:2.9% ($3.7M/$131.0M)

MICROSOFT CORP

MSFT|594918104

Shares:9.5K

Value:$3.6M

% of Portfolio:2.7% ($3.6M/$131.0M)

921908844

VIG|921908844

Shares:17.4K

Value:$3.4M

% of Portfolio:2.6% ($3.4M/$131.0M)

922908769

VTI|922908769

Shares:11.7K

Value:$3.2M

% of Portfolio:2.5% ($3.2M/$131.0M)

922908736

VUG|922908736

Shares:6.3K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$131.0M)

464287655

IWM|464287655

Shares:11.7K

Value:$2.3M

% of Portfolio:1.8% ($2.3M/$131.0M)

AMAZON COM INC

AMZN|023135106

Shares:11.5K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$131.0M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:3.8K

Value:$2.0M

% of Portfolio:1.6% ($2.0M/$131.0M)

922908744

VTV|922908744

Shares:11.8K

Value:$2.0M

% of Portfolio:1.6% ($2.0M/$131.0M)

46137V100

Shares:15.0K

Value:$1.7M