AI

American Institute for Advanced Investment Management, LLP

13F
American Institute for Advanced Investment Managem
Last update 2025-04-17 143 Stocks (15 new)
Value $131.00 Mil Turnover 7 %
Countries:
Top Holdings: IWF(7.38%)IWD(4.78%)SPY(4.16%)AAPL(3.83%)MINT(2.86%)
Summary Stock Picks Current Portfolio
American Institute for Advance... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IWF
iShares Russell 1000 Growth ETF
26,795
9,675.4
+0.99%
7.380
+0.07%
0.010
+25.04%
+8.94%
113,994.5
 
IWD
iShares Russell 1000 Value ETF
33,295
6,264.8
+1.45%
4.780
+0.07%
0.010
+12.00%
+8.45%
63,002.5
 
SPY
SPDR S&P 500 ETF Trust
9,750
5,453.8
-7.73%
4.160
-0.36%
0.000
+18.80%
+8.86%
654,366.5
 
AAPL
Apple Inc
22,612
5,022.8
+2.65%
3.830
+0.10%
0.000
+4.87%
-14.22%
3,200,643.0
Hardware
MINT
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
37,191
3,742.2
+7.41%
2.860
+0.20%
0.030
+1.39%
+2.58%
13,397.7
 
MSFT
Microsoft Corp
9,484
3,560.0
-0.73%
2.720
-0.02%
0.000
+35.37%
+20.48%
3,759,901.0
Software
VIG
Vanguard Dividend Appreciation FTF
17,405
3,376.4
-1.00%
2.580
-0.03%
0.000
+12.58%
+7.35%
90,302.9
 
VTI
Vanguard Total Stock Market ETF
11,726
3,222.8
-4.39%
2.460
-0.12%
0.000
+18.95%
+8.50%
478,431.4
 
VUG
Vanguard Growth ETF
6,336
2,349.5
+4.66%
1.790
+0.08%
0.000
+25.10%
+10.01%
165,393.5
 
IWM
iShares Russell 2000 ETF
11,694
2,332.9
-4.37%
1.780
-0.09%
0.000
+19.48%
+3.10%
65,690.6
 

American Institute for Advanced Investment Management, LLP's Historical Top Holdings Breakdowns

American Institute for Advanced Investment Management, LLP's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
INDA
iShares MSCI India ETF
2025-03-31
Reduce
Reduce
-0.63%
●
47.8 ($50.38) 53.4
$54.73
8.63%
Reduce -80.24%
3,970
-16,120
GRID
First Trust NASDAQ Clean Edge Smart Grid Infrastru
First Trust NASDAQ Clean Edge Smart Grid Infrastru
2025-03-31
Add
Add
+0.58%
●
113.13 ($119.72) 127.79
$145.26
21.33%
Add 99.84%
23,225
11,603
FIXD
First Trust TCW Opportunistic Fixed Income ETF
First Trust TCW Opportunistic Fixed Income ETF
2025-03-31
Reduce
Reduce
-0.58%
●
42.4 ($43.35) 44.11
$43.49
0.33%
Reduce -79.08%
4,735
-17,900
AIRR
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
2025-03-31
Reduce
Reduce
-0.46%
●
67.24 ($75.23) 84.27
$85.81
14.06%
Reduce -57.3%
5,916
-7,939
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
2025-03-31
New Buy
New Buy
+0.46%
●
91.45 ($91.59) 91.75
$91.68
0.10%
New holding
6,522
6,522
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
2025-03-31
Reduce
Reduce
-0.38%
●
32.49 ($35.67) 37.99
$36.62
2.66%
Reduce -51.5%
13,490
-14,323
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.36%
●
551.42 ($587.78) 612.93
$634.21
7.90%
Reduce -7.73%
9,750
-817
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.29%
●
167.73 ($174.39) 179.21
$180.57
3.54%
Add 22.52%
11,826
2,174
BKLN
Invesco Senior Loan ETF
2025-03-31
New Buy
New Buy
+0.24%
●
20.7 ($20.97) 21.15
$20.94
-0.14%
New holding
14,899
14,899
SMMU
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
PIMCO Short Term Municipal Bond Active Exchange-Traded Fund
2025-03-31
New Buy
New Buy
+0.21%
●
49.75 ($50.01) 50.27
$50.20
0.38%
New holding
5,600
5,600

American Institute for Advanced Investment Management, LLP Total Holding History ($B)

To

American Institute for Advanced Investment Management, LLP's Asset Allocation

To

American Institute for Advanced Investment Management, LLP Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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American Institute for Advanced Investment Management, LLP's Hypothetical Growth since 2025-03-31

American Institute for Advanced Investment Management, LLP's Yearly Returns

Year Portfolio % % Excess Gain %

American Institute for Advanced Investment Management, LLP's Holdings Heat Map

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American Institute for Advanced Investment Management, LLP's Holdings Bubble Chart

American Institute for Advanced Investment Management, LLP News

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