The Analysis of American Institute for Advanced Investment Management, LLP's Holdings
Currently, American Institute for Advanced Investment Management, LLP holds 147 types of securities in its portfolio with a total value $152.7M. In the most recent quarter, they have increased their positions in HD (+12.0K shares, valued at $1.4M), AIQ (+17.0K shares, valued at $841.4K), SHLD (+8.0K shares, valued at $561.2K); decreased their positions in GRID (-9.3K shares, valued at $1.0M), VDE (-3.2K shares, valued at $399.3K), IWF (-714 shares, valued at $334.4K); initiated new positions in AMAT (+1.1K shares, valued at $226.9K), RTX (+1.3K shares, valued at $213.0K), FYX (+1.9K shares, valued at $208.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IWF ISHARES TR26.3K shares-2.64%2025-09-302025-11-03
IWD ISHARES TR32.1K shares-4.82%2025-09-302025-11-03 SPY SPDR S&P 500 ETF TR9.7K shares-1.54%2025-09-302025-11-03 AAPL APPLE INC22.2K shares-1.42%2025-09-302025-11-03 MSFT MICROSOFT CORP9.2K shares-2.47%2025-09-302025-11-03 VTI VANGUARD INDEX FDS11.7K shares-0.16%2025-09-302025-11-03 VIG VANGUARD SPECIALIZED FUNDS17.1K shares-0.95%2025-09-302025-11-03 MINT PIMCO ETF TR36.4K shares-1.44%2025-09-302025-11-03 VUG VANGUARD INDEX FDS6.4K shares-0.39%2025-09-302025-11-03 IWM ISHARES TR11.1K shares-3.10%2025-09-302025-11-03 AMZN AMAZON COM INC11.2K shares-1.64%2025-09-302025-11-03 NLR VANECK ETF TRUST17.1K shares2.27%2025-09-302025-11-03 PPA INVESCO EXCHANGE TRADED FD T14.9K shares-2.36%2025-09-302025-11-03 VTV VANGUARD INDEX FDS12.1K shares-1.04%2025-09-302025-11-03 MDY SPDR S&P MIDCAP 400 ETF TR3.7K shares-1.32%2025-09-302025-11-03 CEG CONSTELLATION ENERGY CORP6.6K shares-2.22%2025-09-302025-11-03 GLD SPDR GOLD TR6.1K shares16.96%2025-09-302025-11-03 NVDA NVIDIA CORPORATION11.5K shares-2.12%2025-09-302025-11-03 PAVE GLOBAL X FDS40.5K shares-1.87%2025-09-302025-11-03 HD HOME DEPOT INC16.4K shares269.99%2025-09-302025-11-03 GRID FIRST TR EXCHANGE TRADED FD17.3K shares-34.97%2025-09-302025-11-03 JHSC JOHN HANCOCK EXCHANGE TRADED44.7K shares-0.59%2025-09-302025-11-03 ITW ILLINOIS TOOL WKS INC6.8K shares0.00%2025-09-302025-11-03 ABBV ABBVIE INC7.7K shares-3.15%2025-09-302025-11-03 VGT VANGUARD WORLD FD2.2K shares2.16%2025-09-302025-11-03 XLF SELECT SECTOR SPDR TR29.8K shares-0.50%2025-09-302025-11-03 RSP INVESCO EXCHANGE TRADED FD T8.1K shares0.00%2025-09-302025-11-03 XLV SELECT SECTOR SPDR TR10.3K shares-3.60%2025-09-302025-11-03 VOT VANGUARD INDEX FDS4.8K shares0.00%2025-09-302025-11-03 SHLD GLOBAL X FDS19.6K shares68.70%2025-09-302025-11-03 XLK SELECT SECTOR SPDR TR4.8K shares0.00%2025-09-302025-11-03 IYW ISHARES TR6.7K shares0.00%2025-09-302025-11-03 SMH VANECK ETF TRUST4.0K shares5.11%2025-09-302025-11-03 FTHI FIRST TR EXCHANGE TRADED FD51.8K shares-3.73%2025-09-302025-11-03 PHO INVESCO EXCHANGE TRADED FD T17.4K shares-0.71%2025-09-302025-11-03 JNJ JOHNSON & JOHNSON6.5K shares0.93%2025-09-302025-11-03 VOE VANGUARD INDEX FDS6.8K shares0.00%2025-09-302025-11-03 AIQ GLOBAL X FDS22.1K shares333.69%2025-09-302025-11-03 COST COSTCO WHSL CORP NEW1.1K shares-0.46%2025-09-302025-11-03 SDY SPDR SERIES TRUST7.2K shares0.00%2025-09-302025-11-03 IGF ISHARES TR16.2K shares89.46%2025-09-302025-11-03 IGSB ISHARES TR18.6K shares5.78%2025-09-302025-11-03 VGK VANGUARD INTL EQUITY INDEX F11.9K shares137.06%2025-09-302025-11-03 AVGO BROADCOM INC2.8K shares0.00%2025-09-302025-11-03 PTLC PACER FDS TR16.5K shares0.00%2025-09-302025-11-03 BUFD FIRST TR EXCHNG TRADED FD VI32.5K shares6.21%2025-09-302025-11-03 BUFR FIRST TR EXCHNG TRADED FD VI26.1K shares-15.39%2025-09-302025-11-03 GOOGL ALPHABET INC3.7K shares-4.28%2025-09-302025-11-03 QQQ INVESCO QQQ TR1.4K shares5.27%2025-09-302025-11-03 IRM IRON MTN INC DEL8.1K shares-12.76%2025-09-302025-11-03 CIBR FIRST TR EXCHANGE TRADED FD10.8K shares1.27%2025-09-302025-11-03 NEAR ISHARES U S ETF TR15.9K shares-3.05%2025-09-302025-11-03 BSCR INVESCO EXCH TRD SLF IDX FD40.3K shares-0.36%2025-09-302025-11-03 VO VANGUARD INDEX FDS2.7K shares-0.37%2025-09-302025-11-03 FJP FIRST TR EXCH TRD ALPHDX FD11.8K shares2.16%2025-09-302025-11-03 MCHP MICROCHIP TECHNOLOGY INC.11.8K shares0.00%2025-09-302025-11-03 BRK.B BERKSHIRE HATHAWAY INC DEL1.5K shares0.00%2025-09-302025-11-03 BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2025-09-302025-11-03 TOTL SSGA ACTIVE ETF TR18.6K shares9.25%2025-09-302025-11-03 VDE VANGUARD WORLD FD5.8K shares-35.45%2025-09-302025-11-03 BIL SPDR SERIES TRUST7.9K shares37.70%2025-09-302025-11-03 BSV VANGUARD BD INDEX FDS9.0K shares6.86%2025-09-302025-11-03 PFFD GLOBAL X FDS36.3K shares-1.56%2025-09-302025-11-03 WCMI FIRST TR EXCHANGE-TRADED FD41.8K shares47.37%2025-09-302025-11-03 ORCL ORACLE CORP2.5K shares-0.20%2025-09-302025-11-03 RZV INVESCO EXCHANGE TRADED FD T5.9K shares-3.06%2025-09-302025-11-03 BSCQ INVESCO EXCH TRD SLF IDX FD34.9K shares0.69%2025-09-302025-11-03 IJR ISHARES TR5.7K shares-0.80%2025-09-302025-11-03 FTCS FIRST TR EXCHANGE-TRADED FD7.2K shares1.47%2025-09-302025-11-03 BSCS INVESCO EXCH TRD SLF IDX FD32.8K shares3.24%2025-09-302025-11-03 DLR DIGITAL RLTY TR INC3.7K shares-7.17%2025-09-302025-11-03 WMT WALMART INC5.6K shares-5.44%2025-09-302025-11-03 VOO VANGUARD INDEX FDS923 shares0.00%2025-09-302025-11-03 PLTR PALANTIR TECHNOLOGIES INC3.0K shares0.00%2025-09-302025-11-03 XLI SELECT SECTOR SPDR TR3.5K shares0.00%2025-09-302025-11-03 FPEI FIRST TR EXCH TRADED FD III27.6K shares11.52%2025-09-302025-11-03 VYM VANGUARD WHITEHALL FDS3.8K shares0.00%2025-09-302025-11-03 IEF ISHARES TR5.4K shares2.68%2025-09-302025-11-03 JPM JPMORGAN CHASE & CO.1.6K shares0.00%2025-09-302025-11-03 FPE FIRST TR EXCH TRADED FD III27.0K shares6.10%2025-09-302025-11-03 SPDW SPDR INDEX SHS FDS11.5K shares-8.31%2025-09-302025-11-03 EPD ENTERPRISE PRODS PARTNERS L15.6K shares5.57%2025-09-302025-11-03 WM WASTE MGMT INC DEL2.2K shares-2.00%2025-09-302025-11-03 CVX CHEVRON CORP NEW3.1K shares-25.44%2025-09-302025-11-03 FTA FIRST TR EXCHANGE-TRADED ALP5.8K shares-7.99%2025-09-302025-11-03 BSCT INVESCO EXCH TRD SLF IDX FD25.0K shares19.88%2025-09-302025-11-03 BSCP INVESCO EXCH TRD SLF IDX FD22.5K shares-22.44%2025-09-302025-11-03 CAT CATERPILLAR INC930 shares0.00%2025-09-302025-11-03 PG PROCTER AND GAMBLE CO2.8K shares-6.59%2025-09-302025-11-03 ET ENERGY TRANSFER L P25.1K shares-4.38%2025-09-302025-11-03 MLM MARTIN MARIETTA MATLS INC660 shares0.00%2025-09-302025-11-03 LDUR PIMCO ETF TR4.2K shares-4.52%2025-09-302025-11-03 CB CHUBB LIMITED1.4K shares-12.70%2025-09-302025-11-03 PKW INVESCO EXCHANGE TRADED FD T2.9K shares-0.69%2025-09-302025-11-03 SLV ISHARES SILVER TR9.0K shares-3.48%2025-09-302025-11-03 MO ALTRIA GROUP INC5.8K shares-0.86%2025-09-302025-11-03 MCD MCDONALDS CORP1.2K shares-7.55%2025-09-302025-11-03 SCHW SCHWAB CHARLES CORP3.9K shares-0.56%2025-09-302025-11-03 IBM INTERNATIONAL BUSINESS MACHS1.3K shares-14.62%2025-09-302025-11-03 ETN EATON CORP PLC987 shares-9.20%2025-09-302025-11-03 GDX VANECK ETF TRUST4.8K shares0.00%2025-09-302025-11-03 TSLA TESLA INC820 shares0.00%2025-09-302025-11-03 ABT ABBOTT LABS2.7K shares0.00%2025-09-302025-11-03 TY TRI CONTL CORP10.3K shares-12.37%2025-09-302025-11-03 ETV EATON VANCE TAX-MANAGED BUY-22.7K shares0.00%2025-09-302025-11-03 BKLN INVESCO EXCH TRADED FD TR II16.1K shares8.32%2025-09-302025-11-03 RFG INVESCO EXCHANGE TRADED FD T6.6K shares-1.35%2025-09-302025-11-03 GOOG ALPHABET INC1.3K shares0.00%2025-09-302025-11-03 MRK MERCK & CO INC3.8K shares-1.16%2025-09-302025-11-03 SOXX ISHARES TR1.2K shares3.50%2025-09-302025-11-03 PZA INVESCO EXCH TRADED FD TR II13.7K shares13.70%2025-09-302025-11-03 DVY ISHARES TR2.2K shares0.00%2025-09-302025-11-03 CWCO CONSOLIDATED WATER CO INC8.7K shares-4.39%2025-09-302025-11-03 LLY ELI LILLY & CO400 shares0.00%2025-09-302025-11-03 HON HONEYWELL INTL INC1.4K shares0.00%2025-09-302025-11-03 IHI ISHARES TR4.9K shares-2.00%2025-09-302025-11-03 RZG INVESCO EXCHANGE TRADED FD T5.4K shares-1.64%2025-09-302025-11-03 VWO VANGUARD INTL EQUITY INDEX F5.4K shares0.00%2025-09-302025-11-03 TT TRANE TECHNOLOGIES PLC665 shares0.00%2025-09-302025-11-03 QQQM INVESCO EXCH TRADED FD TR II1.1K shares0.00%2025-09-302025-11-03 SHV ISHARES TR2.3K shares6.67%2025-09-302025-11-03 PM PHILIP MORRIS INTL INC1.6K shares-10.14%2025-09-302025-11-03 XLE SELECT SECTOR SPDR TR2.7K shares-48.31%2025-09-302025-11-03 DXJ WISDOMTREE TR1.9K shares0.00%2025-09-302025-11-03 SCHG SCHWAB STRATEGIC TR7.6K shares0.00%2025-09-302025-11-03 CTAS CINTAS CORP1.2K shares0.00%2025-09-302025-11-03 GNMA ISHARES TR5.4K shares-9.87%2025-09-302025-11-03 SAP SAP SE900 shares0.00%2025-09-302025-11-03 SIXG ETF SER SOLUTIONS3.9K shares0.00%2025-09-302025-11-03 SCHO SCHWAB STRATEGIC TR9.5K shares0.00%2025-09-302025-11-03 EMLP FIRST TR EXCHANGE-TRADED FD6.0K shares-8.07%2025-09-302025-11-03 TBIL RBB FD INC4.6K shares0.00%2025-09-302025-11-03 SMMU PIMCO ETF TR4.5K shares0.00%2025-09-302025-11-03 VHT VANGUARD WORLD FD876 shares-17.82%2025-09-302025-11-03 AMAT APPLIED MATLS INC1.1K sharesnew addition2025-09-302025-11-03 XOM EXXON MOBIL CORP2.0K shares0.00%2025-09-302025-11-03 CSX CSX CORP6.3K shares0.00%2025-09-302025-11-03 FNX FIRST TR EXCHANGE-TRADED ALP1.8K shares0.00%2025-09-302025-11-03 RTX RTX CORPORATION1.3K sharesnew addition2025-09-302025-11-03 FYX FIRST TR EXCHANGE-TRADED ALP1.9K sharesnew addition2025-09-302025-11-03 SHY ISHARES TR2.4K shares-10.00%2025-09-302025-11-03 ROBO EXCHANGE TRADED CONCEPTS TRU3.1K sharesnew addition2025-09-302025-11-03 BSCU INVESCO EXCH TRD SLF IDX FD11.8K sharesnew addition2025-09-302025-11-03 COR CENCORA INC14.9K shares1.08%2025-09-302025-11-03 NAD NUVEEN QUALITY MUNCP INCOME10.8K shares0.00%2025-09-302025-11-03 NVG NUVEEN AMT FREE MUN CR INC F10.2K shares0.00%2025-09-302025-11-03 FBLG FIBROBIOLOGICS INC88.2K shares0.00%2025-09-302025-11-03 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available