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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:
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
+24.80%
+6.98%
112,816.9
 
IWD
iShares Russell 1000 Value ETF
33,295
6,264.8
+1.45%
4.780
+0.07%
0.010
+14.28%
+7.52%
64,598.4
 
SPY
SPDR S&P 500 ETF Trust
9,750
5,453.8
-7.73%
4.160
-0.36%
0.000
+19.65%
+7.42%
643,646.7
 
AAPL
Apple Inc
22,612
5,022.8
+2.65%
3.830
+0.10%
0.000
+11.71%
-14.96%
3,172,937.0
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
+1.32%
+2.37%
13,299.5
 
MSFT
Microsoft Corp
9,484
3,560.0
-0.73%
2.720
-0.02%
0.000
+31.74%
+19.43%
3,727,272.1
Software
VIG
Vanguard Dividend Appreciation FTF
17,405
3,376.4
-1.00%
2.580
-0.03%
0.000
+14.63%
+6.80%
89,022.6
 
VTI
Vanguard Total Stock Market ETF
11,726
3,222.8
-4.39%
2.460
-0.12%
0.000
+20.13%
+7.08%
473,715.4
 
VUG
Vanguard Growth ETF
6,336
2,349.5
+4.66%
1.790
+0.08%
0.000
+25.36%
+8.05%
164,760.1
 
IWM
iShares Russell 2000 ETF
11,694
2,332.9
-4.37%
1.780
-0.09%
0.000
+24.06%
+2.25%
66,764.4
 

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
$55.27
9.71%
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
$139.10
16.19%
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
$43.67
0.74%
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
$85.12
13.15%
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
$91.54
-0.05%
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
$36.44
2.16%
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
$625.82
6.47%
Reduce -7.73%
9,750
-817
VTV
Vanguard Value ETF
2025-03-31
Add
Add
+0.29%
167.73 ($174.39) 179.21
$179.40
2.87%
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
$21.00
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
0.37%
New holding
5,600
5,600

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

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

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American Institute for Advanced Investment Management, LLP Past Portfolios

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

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

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