American Institute for Advanced Investment Management, LLP

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 24, 2024), American Institute for Advanced Investment Management, LLP reported 133 stock positions worth $130.6 million. Its top holding was iShares Russell 1000 Growth (IWF) at 7.7% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.5%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.5%). Compared with Q1 2024, it opened 6 new positions, sold out of 1, added to 43 and reduced 47. The biggest buy was a new position in iShares MSCI India ETF (INDA) and the biggest sale Global X Autonomous&elec-ETF (DRIV, shares −71%).

Most Recent 13F
Q2 2026
Location
Scottsdale, AZ
CIK
0001805824
Portfolio Value
$130.6M (Q2 2024)
SEC Filing
0001214659-24-012881 ↗ filed Jul 24, 2024

Holdings Value

0$50.0M$100.0M$150.0M$200.0M Q1 2024: $126.5M Q1 2024 Q2 2024: $130.6M $130.6M Q2 2024 Q3 2024: $139.7M Q3 2024 Q4 2024: $134.1M Q4 2024 Q1 2025: $131.0M Q1 2025 Q2 2025: $141.4M Q2 2025 Q3 2025: $152.7M Q3 2025 Q4 2025: $155.6M Q4 2025 Q1 2026: $154.3M Q1 2026 Q2 2026: $173.1M Q2 2026

Holdings 133 stocks · $130.6M
IWF iShares Russell 1000 Growth 7.70% 27,609 $10.1M Add +0.5%
IWD iShares Russell 1000 Value E 4.54% 33,956 $5.9M Reduce -0.2%
SPY SS SPDR S&P 500 ETF Trust-US 4.45% 10,690 $5.8M Reduce -1.4%
AAPL Apple Inc. 4.16% 25,797 $5.4M Reduce -0.7%
MSFT Microsoft Corp. 3.30% 9,641 $4.3M Add +0.4%
VTI VG Morningstar TS MKT ETF-US 2.75% 13,410 $3.6M Add +0.1%
VIG Vanguard Dividend Apprec ETF 2.70% 19,299 $3.5M Reduce -0.5%
MINT PIMCO Enhanced Short Maturit 2.42% 31,437 $3.2M Reduce -4.2%
IWM iShares Russell 2000 ETF 1.96% 12,630 $2.6M Reduce -0.2%
AMZN Amazon.com Inc. 1.81% 12,207 $2.4M Add +3.8%
VUG Vanguard Mrngstar GR ETF-Sui 1.77% 6,171 $2.3M Reduce -0.6%
MDY State Street SPDR S&P Midcap 1.58% 3,853 $2.1M No change
XLV SS Health Care Select Sector 1.52% 13,592 $2.0M Reduce -0.8%
ITW Illinois Tool Works 1.44% 7,937 $1.9M Add +0.5%
PAVE Global X US Infrastructure 1.24% 43,859 $1.6M Reduce -0.3%
VTV Vanguard Mrngstr Val ETF-Aui 1.21% 9,856 $1.6M Add +3.1%
HD Home Depot Inc. 1.17% 4,445 $1.5M Add +0.8%
SMH Vaneck Semiconductor ETF 1.14% 5,722 $1.5M Add +41.9%
VDE Vanguard Energy ETF 1.13% 11,555 $1.5M Add +11.3%
RSP Invesco S&P 500 Equal Weight 1.11% 8,806 $1.4M Reduce -0.6%
ABBV Abbvie Inc. 1.10% 8,411 $1.4M Reduce -0.3%
FIXD First Trust Smith Opportunis 1.10% 33,390 $1.4M Add +8.5%
CEG Constellation Energy 1.08% 7,037 $1.4M Reduce -0.5%
NVDA Nvidia Corp. 1.07% 11,300 $1.4M Add +36.8%
JHSC John Hancock Multi Small Cap 1.05% 37,144 $1.4M Add +1.9%
GRID First TRST Nasd Class Edg Sgiif 1.05% 11,897 $1.4M Add +0.4%
VGT Vanguard Info Tech ETF 1.05% 2,379 $1.4M Add +1.1%
PTLC Pacer Trendpilot US Large Ca 1.04% 27,270 $1.4M Reduce -2.8%
PPA Invesco Aerospace & Defense 0.97% 12,360 $1.3M Add +13.1%
NLR Vaneck Urani & Nuclr ETF-Usd 0.95% 15,560 $1.2M Add +6.0%
FJP First Trust Japan 0.95% 24,005 $1.2M Reduce -2.0%
MCHP Microchip Technology Inc. 0.94% 13,349 $1.2M Reduce -0.4%
VOT Vngrd Mrngstr MC GRW ETF-Usd 0.89% 5,085 $1.2M No change
FTHI Fthi/First Trust Exchange-TR 0.89% 51,875 $1.2M Reduce -2.2%
XLK SS Technology Select Sector 0.88% 5,100 $1.2M No change
PHO Invesco Water Resources ETF 0.85% 17,040 $1.1M Add +2.3%
IYW iShares Ustechnology ETF 0.84% 7,263 $1.1M No change
FTCS First Trust Capital Strength 0.79% 12,230 $1.0M Reduce -26.7%
IRM Iron Mountain Inc. filed as IRON MTN INC DEL 0.78% 11,390 $1.0M Reduce -1.9%
JNJ Johnson & Johnson 0.78% 6,965 $1.0M Reduce -4.3%
CVX Chevron Corp. 0.78% 6,481 $1.0M Reduce -2.6%
VOE Vngrd Mrngstr MD-Cap Val ETF 0.75% 6,537 $983K No change
GLD SPDR Gold Shares 0.74% 4,510 $970K Add +2.3%
NEAR iShares SH Dba ETF Usd Inc. 0.72% 18,740 $943K Reduce -3.6%
COST Costco Wholesale Corp. 0.72% 1,104 $938K No change
SDY SS SPDR S&P Dividend ETF 0.71% 7,290 $927K Reduce -3.4%
IGSB iShares 1-5Y Inv Grade Corp. 0.68% 17,426 $893K Reduce -3.6%
BUFR FT Vest Lad Buffervetf-Usd I 0.67% 30,480 $881K Add +232.2%
FNX First Trust Mid Cap Core Alp 0.67% 8,038 $872K Add +4.5%
BSCO Invesco Bulletshares 2024 CB 0.62% 38,720 $815K Reduce -9.8%
GOOGL Alphabet Inc. Class A 0.62% 4,449 $810K Add +2.5%
QQQ Invesco QQQ Trust Series 1 0.51% 1,383 $663K Add +1.8%
XLF SS Financial Select Sector 0.50% 15,835 $651K Add +7.3%
EWW iShares MSCI Mexico ETF 0.50% 11,490 $650K Add +39.3%
RZV Invesco S&P Smallcap 600 Pur 0.50% 6,522 $647K No change
INDA iShares MSCI India ETF 0.49% 11,485 $641K New
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.47% 2,553 $618K No change
BRK.B Berkshire Hathaway Inc. Class B 0.47% 1,509 $614K Reduce -0.8%
CIBR First Trust Nasdaq Cybersecu 0.47% 10,871 $613K Add +6.4%
BRK.A Berkshire Hathaway Inc. Class A 0.47% 1 $612K No change
XLE SS Energy Select Sector 0.47% 6,696 $610K Add +6.3%
BSV Vanguard Short-Term Bond ETF 0.47% 7,933 $608K Add +3.4%
FTA First Trust L C Val Alp 0.44% 7,845 $577K Reduce -4.0%
IJR iShares Core S&P Small-Cap E 0.44% 5,396 $576K Reduce -1.7%
BSCP Invesco Bulletshares 2025 CB 0.44% 28,070 $574K Add +2.0%
VOO Vanguard S&P 500 ETF 0.44% 1,144 $572K Add +3.3%
ROBO Robo Global Robotics and Aut filed as EXCHANGE TRADED CONCEPTS TRU 0.43% 10,297 $567K Add +11.7%
MRK Merck & Co. Inc. 0.39% 4,135 $512K No change
ROBT First Trust Nasdaq Artificia 0.38% 11,834 $501K Reduce -11.2%
PG The Procter & Gamble Co. 0.38% 3,037 $501K No change
PFFD Global X US Preferred ETF 0.38% 25,260 $497K Add +2.0%
ET Energy Transfer LP 0.36% 28,841 $468K Add +5.5%
WM Waste Management Inc. 0.35% 2,145 $458K Add +5.2%
AVGO Broadcom Inc. 0.34% 280 $450K No change
PEP Pepsico Inc. 0.34% 2,705 $446K Reduce -3.6%
WMT Walmart Inc. 0.34% 6,560 $444K No change
FBLG Fibrobiologics Inc. 0.34% 88,206 $440K New
LDUR PIMCO Enhanced Low Duration 0.34% 4,648 $440K Reduce -3.3%
VHT Vanguard Health Care ETF 0.34% 1,646 $438K No change
XLI SS Industrial Select Sector 0.33% 3,532 $430K Add +3.7%
BSCQ Invesco Bulletshares 2026 CB 0.33% 22,320 $428K Add +1.2%
BUFD FT VST Lad Deep Buf ETF-Usdi 0.32% 17,115 $416K New
EPD Enterprise Products Partners 0.32% 14,280 $414K No change
SOXX iShares Semiconductor ETF 0.31% 1,664 $410K No change
IHI iShares U.S. Medical Devices 0.31% 7,320 $410K Reduce -12.6%
BSCR Invesco Bulletshares 2027 CB 0.30% 20,605 $396K Add +34.5%
MLM Martin Marietta Materials 0.30% 715 $387K No change
ABT Abbott Laboratories 0.29% 3,662 $381K Reduce -11.4%
ORCL Oracle Corp. 0.28% 2,622 $370K No change
FYX First Trust Small Cap Core A 0.28% 4,060 $367K Reduce -3.7%
LLY Eli Lilly & Co. 0.28% 400 $362K No change
DLR Digital Realty Trust Inc. 0.28% 2,380 $362K Add +43.8%
JPM JPMorgan Chase & Co. 0.28% 1,781 $360K No change
AY Atlantica Sustainable Infras 0.27% 16,300 $358K Add +48.2%
MCD McDonald's Corp. 0.27% 1,395 $356K Reduce -6.4%
FTGS First Trust Grwth Strgth ETF 0.27% 11,445 $349K New
VWO Vanguard Ftse Emerging Marke 0.26% 7,810 $342K Reduce -24.1%
XOM Exxon Mobil Corp. 0.26% 2,932 $338K Add +3.2%
CAT Caterpillar Inc. 0.26% 1,005 $335K Add +7.5%
TY Tri-Continental Corp. 0.26% 10,783 $334K Add +0.9%
ETV Eaton Vance T/M Buy-Writ Opp 0.25% 23,769 $325K Reduce -2.6%
TT Trane Technologies PLC 0.23% 930 $306K No change
PKW Invesco Buyback Achievers Et 0.23% 2,900 $301K Reduce -24.0%
HON Honeywell International Inc. 0.23% 1,400 $299K No change
CWCO Consolidated Water Co.-Ord SH 0.23% 11,120 $295K No change
IFN Aberdeen India Fund Inc. 0.23% 16,469 $294K Reduce -60.6%
ETN Eaton Corp. PLC 0.22% 927 $291K Add +3.9%
SCHW Schwab (charles) Corp. 0.22% 3,825 $282K No change
QQQM Invesco Nasdaq 100 ETF 0.21% 1,411 $278K Reduce -16.3%
TOTL SS Doubleline TR Tact ETF 0.21% 7,001 $278K Add +4.1%
AN Autonation Inc. 0.21% 1,800 $274K Reduce -2.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.21% 1,579 $273K Reduce -23.1%
DVY iShares Select Dividend ETF 0.21% 2,256 $273K No change
RFG Invesco S&P Midcap 400 Pure 0.20% 5,485 $267K No change
AMAT Applied Materials Inc. 0.20% 1,103 $260K No change
RZG Invesco S&P Smallcap 600 Pur 0.20% 5,481 $260K No change
GNMA iShares Gnma Bond ETF 0.20% 6,028 $260K Reduce -13.0%
MO Altria Group Inc. 0.20% 5,660 $258K No change
GOOG Alphabet Inc. Class C 0.19% 1,340 $246K No change
UFOX Defiance Space and Connectiv 0.18% 5,775 $241K Reduce -52.4%
SPDW Ste STR SPDR PT DW Eu ETF 0.18% 6,730 $236K No change
AMGN Amgen Inc. 0.18% 755 $236K New
FPEI First Trust Institutional PR 0.18% 12,550 $231K Reduce -9.7%
PZA Invesco National Amt-Free Mu 0.17% 9,545 $226K No change
IT Gartner Inc. 0.17% 500 $225K No change
DRIV Global X Autonomous&elec-ETF 0.17% 9,548 $224K Reduce -70.9%
DEM Wisdomtree Emerging Markets 0.17% 5,112 $221K Reduce -30.3%
PHM Pultegroup Inc. 0.17% 1,975 $217K No change
CSX CSX Corp. 0.16% 6,320 $211K No change
VYM Vanguard High DVD Yield ETF 0.16% 1,770 $210K No change
SCHG Schwab US Large-Cap Growth 0.15% 2,000 $202K New
NVG Nuveen Amt-FR Muni CRDT 0.10% 10,211 $127K Reduce -6.6%
NAD Nuveen Quality Municipal Inc. 0.10% 10,767 $126K No change

Portfolio Sells Q1 2024 → Q2 2024
DRIV Global X Autonomous&elec-ETF Reduce -70.9% 0.17% −0.47
IFN Aberdeen India Fund Inc. Reduce -60.6% 0.23% −0.45
FTCS First Trust Capital Strength Reduce -26.7% 0.79% −0.34
INTC Intel Corp. Sold out 0.00% −0.30
IWD iShares Russell 1000 Value E Reduce -0.2% 4.54% −0.28
UFOX Defiance Space and Connectiv Reduce -52.4% 0.18% −0.19
MINT PIMCO Enhanced Short Maturit Reduce -4.2% 2.42% −0.19
IWM iShares Russell 2000 ETF Reduce -0.2% 1.96% −0.14
PAVE Global X US Infrastructure Reduce -0.3% 1.24% −0.14
JNJ Johnson & Johnson Reduce -4.3% 0.78% −0.13
FJP First Trust Japan Reduce -2.0% 0.95% −0.12
ABBV Abbvie Inc. Reduce -0.3% 1.10% −0.11
VIG Vanguard Dividend Apprec ETF Reduce -0.5% 2.70% −0.10
IBM Intl Business Machines Corp. Reduce -23.1% 0.21% −0.10
PKW Invesco Buyback Achievers Et Reduce -24.0% 0.23% −0.10
ROBT First Trust Nasdaq Artificia Reduce -11.2% 0.38% −0.09
BSCO Invesco Bulletshares 2024 CB Reduce -9.8% 0.62% −0.09
XLV SS Health Care Select Sector Reduce -0.8% 1.52% −0.08
ABT Abbott Laboratories Reduce -11.4% 0.29% −0.08
RSP Invesco S&P 500 Equal Weight Reduce -0.6% 1.11% −0.08
VWO Vanguard Ftse Emerging Marke Reduce -24.1% 0.26% −0.08
IHI iShares U.S. Medical Devices Reduce -12.6% 0.31% −0.07
SDY SS SPDR S&P Dividend ETF Reduce -3.4% 0.71% −0.07
DEM Wisdomtree Emerging Markets Reduce -30.3% 0.17% −0.07
MCD McDonald's Corp. Reduce -6.4% 0.27% −0.06
NEAR iShares SH Dba ETF Usd Inc. Reduce -3.6% 0.72% −0.05
CVX Chevron Corp. Reduce -2.6% 0.78% −0.05
FTA First Trust L C Val Alp Reduce -4.0% 0.44% −0.05
FTHI Fthi/First Trust Exchange-TR Reduce -2.2% 0.89% −0.05
IGSB iShares 1-5Y Inv Grade Corp. Reduce -3.6% 0.68% −0.05
PEP Pepsico Inc. Reduce -3.6% 0.34% −0.05
IJR iShares Core S&P Small-Cap E Reduce -1.7% 0.44% −0.04
GNMA iShares Gnma Bond ETF Reduce -13.0% 0.20% −0.04
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.8% 0.47% −0.04
SPY SS SPDR S&P 500 ETF Trust-US Reduce -1.4% 4.45% −0.03
QQQM Invesco Nasdaq 100 ETF Reduce -16.3% 0.21% −0.03
FYX First Trust Small Cap Core A Reduce -3.7% 0.28% −0.03
AN Autonation Inc. Reduce -2.7% 0.21% −0.03
FPEI First Trust Institutional PR Reduce -9.7% 0.18% −0.02
LDUR PIMCO Enhanced Low Duration Reduce -3.3% 0.34% −0.02
PTLC Pacer Trendpilot US Large Ca Reduce -2.8% 1.04% −0.02
MCHP Microchip Technology Inc. Reduce -0.4% 0.94% −0.02
NVG Nuveen Amt-FR Muni CRDT Reduce -6.6% 0.10% −0.01
ETV Eaton Vance T/M Buy-Writ Opp Reduce -2.6% 0.25% −0.00
CEG Constellation Energy Reduce -0.5% 1.08% +0.04
IRM Iron Mountain Inc. Reduce -1.9% 0.78% +0.05
VUG Vanguard Mrngstar GR ETF-Sui Reduce -0.6% 1.77% +0.08
AAPL Apple Inc. Reduce -0.7% 4.16% +0.64

Portfolio Buys Q1 2024 → Q2 2024
INDA iShares MSCI India ETF New 0.49% +0.49
NVDA Nvidia Corp. Add +36.8% 1.07% +0.48
BUFR FT Vest Lad Buffervetf-Usd I Add +232.2% 0.67% +0.47
SMH Vaneck Semiconductor ETF Add +41.9% 1.14% +0.42
IWF iShares Russell 1000 Growth Add +0.5% 7.70% +0.39
FBLG Fibrobiologics Inc. New 0.34% +0.34
BUFD FT VST Lad Deep Buf ETF-Usdi New 0.32% +0.32
FTGS First Trust Grwth Strgth ETF New 0.27% +0.27
AMGN Amgen Inc. New 0.18% +0.18
SCHG Schwab US Large-Cap Growth New 0.15% +0.15
AMZN Amazon.com Inc. Add +3.8% 1.81% +0.13
AY Atlantica Sustainable Infras Add +48.2% 0.27% +0.11
MSFT Microsoft Corp. Add +0.4% 3.30% +0.11
GOOGL Alphabet Inc. Class A Add +2.5% 0.62% +0.10
PPA Invesco Aerospace & Defense Add +13.1% 0.97% +0.09
DLR Digital Realty Trust Inc. Add +43.8% 0.28% +0.09
VGT Vanguard Info Tech ETF Add +1.1% 1.05% +0.07
NLR Vaneck Urani & Nuclr ETF-Usd Add +6.0% 0.95% +0.07
BSCR Invesco Bulletshares 2027 CB Add +34.5% 0.30% +0.07
VDE Vanguard Energy ETF Add +11.3% 1.13% +0.05
EWW iShares MSCI Mexico ETF Add +39.3% 0.50% +0.05
FIXD First Trust Smith Opportunis Add +8.5% 1.10% +0.04
QQQ Invesco QQQ Trust Series 1 Add +1.8% 0.51% +0.03
GLD SPDR Gold Shares Add +2.3% 0.74% +0.03
ET Energy Transfer LP Add +5.5% 0.36% +0.02
VOO Vanguard S&P 500 ETF Add +3.3% 0.44% +0.02
CIBR First Trust Nasdaq Cybersecu Add +6.4% 0.47% +0.01
XLF SS Financial Select Sector Add +7.3% 0.50% +0.01
ROBO Robo Global Robotics and Aut Add +11.7% 0.43% +0.01
WM Waste Management Inc. Add +5.2% 0.35% +0.01
ETN Eaton Corp. PLC Add +3.9% 0.22% +0.00
BSV Vanguard Short-Term Bond ETF Add +3.4% 0.47% +0.00
TOTL SS Doubleline TR Tact ETF Add +4.1% 0.21% 0.00
XOM Exxon Mobil Corp. Add +3.2% 0.26% −0.00
XLE SS Energy Select Sector Add +6.3% 0.47% −0.00
TY Tri-Continental Corp. Add +0.9% 0.26% −0.00
BSCP Invesco Bulletshares 2025 CB Add +2.0% 0.44% −0.01
VTI VG Morningstar TS MKT ETF-US Add +0.1% 2.75% −0.01
BSCQ Invesco Bulletshares 2026 CB Add +1.2% 0.33% −0.01
XLI SS Industrial Select Sector Add +3.7% 0.33% −0.01
PFFD Global X US Preferred ETF Add +2.0% 0.38% −0.01
CAT Caterpillar Inc. Add +7.5% 0.26% −0.01
VTV Vanguard Mrngstr Val ETF-Aui Add +3.1% 1.21% −0.02
GRID First TRST Nasd Class Edg Sgiif Add +0.4% 1.05% −0.02
FNX First Trust Mid Cap Core Alp Add +4.5% 0.67% −0.02
PHO Invesco Water Resources ETF Add +2.3% 0.85% −0.03
JHSC John Hancock Multi Small Cap Add +1.9% 1.05% −0.06
HD Home Depot Inc. Add +0.8% 1.17% −0.17
ITW Illinois Tool Works Add +0.5% 1.44% −0.24

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 159$173.1MIWF, IWD, SPY, AAPL, MINT
Q1 2026 152$154.3MIWF, IWD, SPY, AAPL, MINT
Q4 2025 150$155.6MIWF, IWD, SPY, AAPL, MSFT
Q3 2025 147$152.7MIWF, IWD, SPY, AAPL, MSFT
Q2 2025 146$141.4MIWF, IWD, SPY, MSFT, AAPL
Q1 2025 143$131.0MIWF, IWD, SPY, AAPL, MINT
Q4 2024 132$134.1MIWF, SPY, IWD, AAPL, MSFT
Q3 2024 140$139.7MIWF, IWD, SPY, AAPL, MSFT
Q2 2024 133$130.6MIWF, IWD, SPY, AAPL, MSFT
Q1 2024 128$126.5MIWF, IWD, SPY, AAPL, MSFT