American Institute for Advanced Investment Management, LLP
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed April 17, 2025), American Institute for Advanced Investment Management, LLP reported 143 stock positions worth $131.0 million. Its top holding was iShares Russell 1000 Growth (IWF) at 7.4% of the portfolio, followed by iShares Russell 1000 Value E (IWD, 4.8%) and SS SPDR S&P 500 ETF Trust-US (SPY, 4.2%). Compared with Q4 2024, it opened 15 new positions, sold out of 4, added to 55 and reduced 47. The biggest buy was a new position in SS SPDR BB 1-3M T-Bill ETF (BIL) and the biggest sale iShares MSCI India ETF (INDA, shares −80%).
- Most Recent 13F
- Q2 2026
- Location
- Scottsdale, AZ
- CIK
- 0001805824
- Portfolio Value
- $131.0M (Q1 2025)
- SEC Filing
- 0001214659-25-006031 ↗ filed Apr 17, 2025
Holdings Value
Holdings 143 stocks · $131.0M
| IWF iShares Russell 1000 Growth | 7.38% | 26,795 | $9.7M | Add +1.0% |
| IWD iShares Russell 1000 Value E | 4.78% | 33,295 | $6.3M | Add +1.4% |
| SPY SS SPDR S&P 500 ETF Trust-US | 4.16% | 9,750 | $5.5M | Reduce -7.7% |
| AAPL Apple Inc. | 3.83% | 22,612 | $5.0M | Add +2.6% |
| MINT PIMCO Enhanced Short Maturit | 2.86% | 37,191 | $3.7M | Add +7.4% |
| MSFT Microsoft Corp. | 2.72% | 9,484 | $3.6M | Reduce -0.7% |
| VIG Vanguard Dividend Apprec ETF | 2.58% | 17,405 | $3.4M | Reduce -1.0% |
| VTI VG Morningstar TS MKT ETF-US | 2.46% | 11,726 | $3.2M | Reduce -4.4% |
| VUG Vanguard Mrngstar GR ETF-Sui | 1.79% | 6,336 | $2.3M | Add +4.7% |
| IWM iShares Russell 2000 ETF | 1.78% | 11,694 | $2.3M | Reduce -4.4% |
| AMZN Amazon.com Inc. | 1.67% | 11,472 | $2.2M | Reduce -5.5% |
| MDY State Street SPDR S&P Midcap | 1.56% | 3,836 | $2.0M | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 1.56% | 11,826 | $2.0M | Add +22.5% |
| PPA Invesco Aerospace & Defense | 1.33% | 14,993 | $1.7M | Add +3.1% |
| XLF SS Financial Select Sector | 1.31% | 34,545 | $1.7M | Add +5.3% |
| ITW Illinois Tool Works | 1.29% | 6,840 | $1.7M | No change |
| JHSC John Hancock Multi Small Cap | 1.28% | 45,025 | $1.7M | Add +13.6% |
| ABBV Abbvie Inc. | 1.27% | 7,944 | $1.7M | Add +2.8% |
| HD Home Depot Inc. | 1.24% | 4,440 | $1.6M | Add +4.8% |
| PAVE Global X US Infrastructure | 1.19% | 41,402 | $1.6M | Add +0.7% |
| XLV SS Health Care Select Sector | 1.19% | 10,676 | $1.6M | Reduce -4.3% |
| GRID First TRST Nasd Class Edg Sgiif | 1.16% | 23,225 | $1.5M | Add +99.8% |
| CEG Constellation Energy | 1.12% | 7,172 | $1.5M | Add +3.2% |
| VDE Vanguard Energy ETF | 1.08% | 10,890 | $1.4M | Reduce -3.4% |
| GLD SPDR Gold Shares | 1.07% | 4,883 | $1.4M | Add +8.9% |
| RSP Invesco S&P 500 Equal Weight | 1.05% | 7,958 | $1.4M | Add +1.3% |
| NLR Vaneck Urani & Nuclr ETF-Usd | 1.01% | 18,096 | $1.3M | Add +5.2% |
| SMH Vaneck Semiconductor ETF | 0.99% | 6,110 | $1.3M | Reduce -1.6% |
| NVDA Nvidia Corp. | 0.92% | 11,089 | $1.2M | Add +2.0% |
| FTHI Fthi/First Trust Exchange-TR | 0.91% | 54,720 | $1.2M | Add +7.4% |
| VGT Vanguard Info Tech ETF | 0.91% | 2,187 | $1.2M | Reduce -4.3% |
| VOT Vngrd Mrngstr MC GRW ETF-Usd | 0.89% | 4,785 | $1.2M | No change |
| PHO Invesco Water Resources ETF | 0.87% | 17,750 | $1.1M | Add +1.8% |
| VOE Vngrd Mrngstr MD-Cap Val ETF | 0.83% | 6,787 | $1.1M | Add +4.5% |
| JNJ Johnson & Johnson | 0.80% | 6,315 | $1.0M | Reduce -1.3% |
| COST Costco Wholesale Corp. | 0.78% | 1,080 | $1.0M | Reduce -0.9% |
| XLK SS Technology Select Sector | 0.77% | 4,885 | $1.0M | Add +4.3% |
| CVX Chevron Corp. | 0.76% | 5,926 | $991K | Reduce -2.3% |
| IYW iShares Ustechnology ETF | 0.75% | 6,968 | $979K | Add +0.8% |
| SDY SS SPDR S&P Dividend ETF | 0.74% | 7,185 | $975K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.72% | 18,098 | $948K | Add +7.7% |
| BUFR FT Vest Lad Buffervetf-Usd I | 0.72% | 31,585 | $938K | Reduce -9.7% |
| IRM Iron Mountain Inc. filed as IRON MTN INC DEL | 0.71% | 10,870 | $935K | Add +6.6% |
| DLR Digital Realty Trust Inc. | 0.70% | 6,410 | $918K | Reduce -10.6% |
| PTLC Pacer Trendpilot US Large Ca | 0.65% | 16,474 | $848K | Reduce -0.5% |
| NEAR iShares SH Dba ETF Usd Inc. | 0.64% | 16,400 | $834K | Add +7.9% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.61% | 1,508 | $803K | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 0.61% | 1 | $798K | No change |
| BUFD FT VST Lad Deep Buf ETF-Usdi | 0.59% | 31,190 | $778K | Add +16.7% |
| FJP First Trust Japan | 0.57% | 13,600 | $746K | Reduce -12.8% |
| BSCR Invesco Bulletshares 2027 CB | 0.54% | 36,426 | $714K | Add +22.2% |
| PFFD Global X US Preferred ETF | 0.54% | 36,908 | $703K | Add +4.0% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.53% | 2,668 | $690K | Add +13.2% |
| BSV Vanguard Short-Term Bond ETF | 0.51% | 8,593 | $673K | Add +0.2% |
| IJR iShares Core S&P Small-Cap E | 0.51% | 6,410 | $670K | Add +8.2% |
| TOTL SS Doubleline TR Tact ETF | 0.51% | 16,627 | $670K | Add +17.8% |
| FTCS First Trust Capital Strength | 0.50% | 7,378 | $661K | Reduce -0.5% |
| CIBR First Trust Nasdaq Cybersecu | 0.50% | 10,300 | $649K | Add +5.9% |
| BSCQ Invesco Bulletshares 2026 CB | 0.48% | 32,333 | $630K | Add +12.4% |
| GOOGL Alphabet Inc. Class A | 0.47% | 4,025 | $622K | Add +12.6% |
| QQQ Invesco QQQ Trust Series 1 | 0.47% | 1,315 | $617K | Add +22.3% |
| BSCS Invesco Bulletshares 2028 CB | 0.46% | 29,795 | $606K | Add +79.7% |
| MCHP Microchip Technology Inc. | 0.46% | 12,374 | $599K | Reduce -1.8% |
| RZV Invesco S&P Smallcap 600 Pur | 0.46% | 6,053 | $598K | Reduce -5.8% |
| BIL SS SPDR BB 1-3M T-Bill ETF | 0.46% | 6,522 | $598K | New |
| BSCP Invesco Bulletshares 2025 CB | 0.44% | 28,045 | $580K | Reduce -3.4% |
| IEF iShares 7-10 Year Treasury B | 0.43% | 5,855 | $558K | Add +12.4% |
| XLE SS Energy Select Sector | 0.42% | 5,880 | $549K | No change |
| FTA First Trust L C Val Alp | 0.42% | 7,145 | $548K | Reduce -8.7% |
| DXJ Wisdomtree Japan Hedged Eq | 0.41% | 4,835 | $533K | Reduce -4.0% |
| PG The Procter & Gamble Co. | 0.40% | 3,037 | $518K | No change |
| WMT Walmart Inc. | 0.39% | 5,885 | $517K | Reduce -2.7% |
| ET Energy Transfer LP | 0.38% | 27,059 | $503K | Reduce -10.3% |
| WM Waste Management Inc. | 0.38% | 2,125 | $492K | Add +8.4% |
| VYM Vanguard High DVD Yield ETF | 0.37% | 3,765 | $486K | Add +84.1% |
| VOO Vanguard S&P 500 ETF | 0.36% | 927 | $476K | Reduce -12.1% |
| AVGO Broadcom Inc. | 0.36% | 2,835 | $475K | Add +1.3% |
| EPD Enterprise Products Partners | 0.36% | 13,815 | $472K | Reduce -5.7% |
| FPEI First Trust Institutional PR | 0.35% | 24,750 | $463K | No change |
| XLI SS Industrial Select Sector | 0.35% | 3,502 | $459K | Add +10.1% |
| SDVY First Trust Smid Cap Rising | 0.34% | 13,490 | $452K | Reduce -51.5% |
| FPE FT-Preferred Secur & Inc. ETF | 0.33% | 24,575 | $432K | Add +2.3% |
| LDUR PIMCO Enhanced Low Duration | 0.32% | 4,423 | $425K | Add +11.3% |
| CB Chubb Ltd. | 0.32% | 1,480 | $420K | Add +21.3% |
| MCD McDonald's Corp. | 0.32% | 1,325 | $414K | No change |
| AIRR First Trust Rba American Ind | 0.31% | 5,916 | $403K | Reduce -57.3% |
| JPM JPMorgan Chase & Co. | 0.31% | 1,638 | $402K | Add +22.4% |
| BSCT Invesco Bulletshares 2029 CB | 0.29% | 20,845 | $386K | Add +95.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.29% | 1,539 | $383K | Reduce -2.5% |
| ABT Abbott Laboratories | 0.28% | 2,721 | $361K | Reduce -3.9% |
| FNX First Trust Mid Cap Core Alp | 0.27% | 3,280 | $357K | Reduce -39.1% |
| TY Tri-Continental Corp. | 0.27% | 11,440 | $351K | No change |
| MO Altria Group Inc. | 0.27% | 5,815 | $349K | No change |
| MRK Merck & Co. Inc. | 0.27% | 3,887 | $349K | Reduce -1.1% |
| ORCL Oracle Corp. | 0.27% | 2,488 | $348K | Reduce -4.5% |
| VHT Vanguard Health Care ETF | 0.26% | 1,266 | $335K | Reduce -15.9% |
| PEP Pepsico Inc. | 0.26% | 2,234 | $335K | Reduce -6.1% |
| CAT Caterpillar Inc. | 0.25% | 1,005 | $331K | No change |
| LLY Eli Lilly & Co. | 0.25% | 400 | $330K | No change |
| PKW Invesco Buyback Achievers Et | 0.25% | 2,900 | $327K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| INDA iShares MSCI India ETF | Reduce -80.2% | 0.16% | −0.63 |
| FIXD First Trust Smith Opportunis | Reduce -79.1% | 0.16% | −0.57 |
| AIRR First Trust Rba American Ind | Reduce -57.3% | 0.31% | −0.49 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -7.7% | 4.16% | −0.46 |
| SDVY First Trust Smid Cap Rising | Reduce -51.5% | 0.34% | −0.40 |
| AMZN Amazon.com Inc. | Reduce -5.5% | 1.67% | −0.32 |
| MSFT Microsoft Corp. | Reduce -0.7% | 2.72% | −0.29 |
| DLR Digital Realty Trust Inc. | Reduce -10.6% | 0.70% | −0.25 |
| IWM iShares Russell 2000 ETF | Reduce -4.4% | 1.78% | −0.23 |
| FNX First Trust Mid Cap Core Alp | Reduce -39.1% | 0.27% | −0.19 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.4% | 2.46% | −0.19 |
| UFOX Defiance Space and Connectiv | Sold out | 0.00% | −0.17 |
| FTGS First Trust Grwth Strgth ETF | Sold out | 0.00% | −0.16 |
| SCHG Schwab US Large-Cap Growth | Sold out | 0.00% | −0.16 |
| VGT Vanguard Info Tech ETF | Reduce -4.3% | 0.91% | −0.15 |
| CSX CSX Corp. | Sold out | 0.00% | −0.15 |
| SMH Vaneck Semiconductor ETF | Reduce -1.6% | 0.99% | −0.13 |
| KBE SS SPDR S&P Bank ETF | Reduce -38.8% | 0.16% | −0.11 |
| FYX First Trust Small Cap Core A | Reduce -30.0% | 0.16% | −0.09 |
| MCHP Microchip Technology Inc. | Reduce -1.8% | 0.46% | −0.08 |
| BUFR FT Vest Lad Buffervetf-Usd I | Reduce -9.7% | 0.72% | −0.08 |
| RZV Invesco S&P Smallcap 600 Pur | Reduce -5.8% | 0.46% | −0.08 |
| VOO Vanguard S&P 500 ETF | Reduce -12.1% | 0.36% | −0.06 |
| ORCL Oracle Corp. | Reduce -4.5% | 0.27% | −0.06 |
| ET Energy Transfer LP | Reduce -10.3% | 0.38% | −0.06 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -19.1% | 0.16% | −0.05 |
| ETN Eaton Corp. PLC | Reduce -1.2% | 0.23% | −0.05 |
| SOXX iShares Semiconductor ETF | Reduce -4.9% | 0.22% | −0.04 |
| FJP First Trust Japan | Reduce -12.8% | 0.57% | −0.03 |
| VHT Vanguard Health Care ETF | Reduce -15.9% | 0.26% | −0.03 |
| FTA First Trust L C Val Alp | Reduce -8.7% | 0.42% | −0.03 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 0.27% | −0.03 |
| CWCO Consolidated Water Co.-Ord SH | Reduce -6.8% | 0.18% | −0.02 |
| PEP Pepsico Inc. | Reduce -6.1% | 0.26% | −0.01 |
| WMT Walmart Inc. | Reduce -2.7% | 0.39% | −0.01 |
| PTLC Pacer Trendpilot US Large Ca | Reduce -0.5% | 0.65% | −0.01 |
| DXJ Wisdomtree Japan Hedged Eq | Reduce -4.0% | 0.41% | −0.01 |
| BSCP Invesco Bulletshares 2025 CB | Reduce -3.4% | 0.44% | −0.00 |
| PLTR Palantir Technologies Inc. Class A | Reduce -13.8% | 0.18% | −0.00 |
| VWO Vanguard Ftse Emerging Marke | Reduce -3.2% | 0.18% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -1.0% | 2.58% | +0.01 |
| EPD Enterprise Products Partners | Reduce -5.7% | 0.36% | +0.02 |
| FTCS First Trust Capital Strength | Reduce -0.5% | 0.50% | +0.02 |
| PM Philip Morris International | Reduce -11.4% | 0.19% | +0.03 |
| IBM Intl Business Machines Corp. | Reduce -2.5% | 0.29% | +0.03 |
| COST Costco Wholesale Corp. | Reduce -0.9% | 0.78% | +0.03 |
| ABT Abbott Laboratories | Reduce -3.9% | 0.28% | +0.04 |
| XLV SS Health Care Select Sector | Reduce -4.3% | 1.19% | +0.05 |
| VDE Vanguard Energy ETF | Reduce -3.4% | 1.08% | +0.06 |
| CVX Chevron Corp. | Reduce -2.3% | 0.76% | +0.10 |
Portfolio Buys Q4 2024 → Q1 2025
| BIL SS SPDR BB 1-3M T-Bill ETF | New | 0.46% | +0.46 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +22.5% | 1.56% | +0.34 |
| MINT PIMCO Enhanced Short Maturit | Add +7.4% | 2.86% | +0.27 |
| GLD SPDR Gold Shares | Add +8.9% | 1.07% | +0.26 |
| IWD iShares Russell 1000 Value E | Add +1.4% | 4.78% | +0.25 |
| ABBV Abbvie Inc. | Add +2.8% | 1.27% | +0.25 |
| BKLN Invesco Senior Loan ETF | New | 0.24% | +0.24 |
| BSCS Invesco Bulletshares 2028 CB | Add +79.7% | 0.46% | +0.21 |
| SMMU PIMCO SHRT TRM Muni BND ETF | New | 0.21% | +0.21 |
| SLV iShares Silver Trust | New | 0.20% | +0.20 |
| SHV iShares 0-1 Year Treasury Bo | New | 0.18% | +0.18 |
| SCHO Schwab Short-Term US Treas | New | 0.18% | +0.18 |
| VYM Vanguard High DVD Yield ETF | Add +84.1% | 0.37% | +0.18 |
| TBIL F/M US Treasury 3 Month Bill | New | 0.18% | +0.18 |
| CQP Cheniere Energy Partners LP | New | 0.18% | +0.18 |
| EMLP First Trust North American E | New | 0.17% | +0.17 |
| TT Trane Technologies PLC | New | 0.17% | +0.17 |
| SHY iShares 1-3 Year Treasury Bo | New | 0.17% | +0.17 |
| CTAS Cintas Corp. | New | 0.17% | +0.17 |
| GDX Vaneck Gold Miners ETF | New | 0.17% | +0.17 |
| ROBO Robo Global Robotics and Aut | New | 0.17% | +0.17 |
| BSCT Invesco Bulletshares 2029 CB | Add +95.7% | 0.29% | +0.15 |
| COR Cencora Inc. | New | 0.14% | +0.14 |
| XLF SS Financial Select Sector | Add +5.3% | 1.31% | +0.13 |
| GRID First TRST Nasd Class Edg Sgiif | Add +99.8% | 1.16% | +0.12 |
| BSCR Invesco Bulletshares 2027 CB | Add +22.2% | 0.54% | +0.11 |
| JHSC John Hancock Multi Small Cap | Add +13.6% | 1.28% | +0.11 |
| TOTL SS Doubleline TR Tact ETF | Add +17.8% | 0.51% | +0.10 |
| PPA Invesco Aerospace & Defense | Add +3.1% | 1.33% | +0.09 |
| BUFD FT VST Lad Deep Buf ETF-Usdi | Add +16.7% | 0.59% | +0.09 |
| WM Waste Management Inc. | Add +8.4% | 0.38% | +0.08 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +7.7% | 0.72% | +0.08 |
| CB Chubb Ltd. | Add +21.3% | 0.32% | +0.07 |
| JPM JPMorgan Chase & Co. | Add +22.4% | 0.31% | +0.07 |
| IEF iShares 7-10 Year Treasury B | Add +12.4% | 0.43% | +0.07 |
| NEAR iShares SH Dba ETF Usd Inc. | Add +7.9% | 0.64% | +0.06 |
| BSCQ Invesco Bulletshares 2026 CB | Add +12.4% | 0.48% | +0.06 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +13.2% | 0.53% | +0.06 |
| QQQ Invesco QQQ Trust Series 1 | Add +22.3% | 0.47% | +0.06 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +4.5% | 0.83% | +0.05 |
| LDUR PIMCO Enhanced Low Duration | Add +11.3% | 0.32% | +0.04 |
| XOM Exxon Mobil Corp. | Add +11.3% | 0.20% | +0.04 |
| XLI SS Industrial Select Sector | Add +10.1% | 0.35% | +0.04 |
| IHI iShares U.S. Medical Devices | Add +12.6% | 0.23% | +0.04 |
| CIBR First Trust Nasdaq Cybersecu | Add +5.9% | 0.50% | +0.04 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +5.8% | 0.24% | +0.03 |
| FTHI Fthi/First Trust Exchange-TR | Add +7.4% | 0.91% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +1.3% | 1.05% | +0.03 |
| PFFD Global X US Preferred ETF | Add +4.0% | 0.54% | +0.02 |
| BSV Vanguard Short-Term Bond ETF | Add +0.2% | 0.51% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 159 | $173.1M | IWF, IWD, SPY, AAPL, MINT |
| Q1 2026 | 152 | $154.3M | IWF, IWD, SPY, AAPL, MINT |
| Q4 2025 | 150 | $155.6M | IWF, IWD, SPY, AAPL, MSFT |
| Q3 2025 | 147 | $152.7M | IWF, IWD, SPY, AAPL, MSFT |
| Q2 2025 | 146 | $141.4M | IWF, IWD, SPY, MSFT, AAPL |
| Q1 2025 | 143 | $131.0M | IWF, IWD, SPY, AAPL, MINT |
| Q4 2024 | 132 | $134.1M | IWF, SPY, IWD, AAPL, MSFT |
| Q3 2024 | 140 | $139.7M | IWF, IWD, SPY, AAPL, MSFT |
| Q2 2024 | 133 | $130.6M | IWF, IWD, SPY, AAPL, MSFT |
| Q1 2024 | 128 | $126.5M | IWF, IWD, SPY, AAPL, MSFT |