Latest American Institute for Advanced Investment Managem Stock Portfolio
$126Million
Equity Portfolio Value
Last Reported on: 22 Apr, 2024
About American Institute for Advanced Investment Managem and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, American Institute for Advanced Investment Management, LLP reported an equity portfolio of $126.5 Millions as of 31 Mar, 2024.
The top stock holdings of American Institute for Advanced Investment Management, LLP are AGG, AGG, SPY. The fund has invested 7.3% of it's portfolio in ISHARES TR and 4.8% of portfolio in ISHARES TR.
The fund managers got completely rid off FIRST TRUST LRGCP GWT ALPHAD (FTC), FIRST TR EXCHANGE-TRADED FD (BGLD) and AMGEN INC (AMGN) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), WISDOMTREE TR (AGZD) and ISHARES U S ETF TR (CCRV). American Institute for Advanced Investment Management, LLP opened new stock positions in ISHARES INC (ACWV), INVESCO EXCH TRADED FD TR II (BAB) and INVESCO EXCH TRD SLF IDX FD (BSAE). The fund showed a lot of confidence in some stocks as they added substantially to INDIA FD INC, ISHARES TR (AGG) and WALMART INC (WMT).
The top stock holdings of American Institute for Advanced Investment Management, LLP are AGG, AGG, SPY. The fund has invested 7.3% of it's portfolio in ISHARES TR and 4.8% of portfolio in ISHARES TR.
The fund managers got completely rid off FIRST TRUST LRGCP GWT ALPHAD (FTC), FIRST TR EXCHANGE-TRADED FD (BGLD) and AMGEN INC (AMGN) stocks. They significantly reduced their stock positions in VANGUARD INTL EQUITY INDEX F (VEU), WISDOMTREE TR (AGZD) and ISHARES U S ETF TR (CCRV). American Institute for Advanced Investment Management, LLP opened new stock positions in ISHARES INC (ACWV), INVESCO EXCH TRADED FD TR II (BAB) and INVESCO EXCH TRD SLF IDX FD (BSAE). The fund showed a lot of confidence in some stocks as they added substantially to INDIA FD INC, ISHARES TR (AGG) and WALMART INC (WMT).
New Buys
| Ticker | $ Bought |
|---|---|
| ISHARES INC | 571,809 |
| GLOBAL X FDS | 499,162 |
| INVESCO EXCH TRADED FD TR II | 308,037 |
| INVESCO EXCH TRD SLF IDX FD | 295,523 |
| TRANE TECHNOLOGIES PLC | 279,186 |
| SSGA ACTIVE ETF TR | 269,378 |
| FIRST TR EXCHNG TRADED FD VI | 256,533 |
| APPLIED MATLS INC | 227,472 |
New stocks bought by American Institute for Advanced Investment Managem
Additions
| Ticker | % Inc. |
|---|---|
| INDIA FD INC | 212 |
| ISHARES TR | 209 |
| WALMART INC | 189 |
| VANECK ETF TRUST | 167 |
| FIRST TR EXCHNG TRADED FD VI | 134 |
| ISHARES TR | 42.26 |
| ALPHABET INC | 39.12 |
| AUTONATION INC | 35.53 |
Additions to existing portfolio by American Institute for Advanced Investment Managem
Reductions
| Ticker | % Reduced |
|---|---|
| VANGUARD INTL EQUITY INDEX F | -44.61 |
| WISDOMTREE TR | -38.52 |
| ISHARES U S ETF TR | -25.63 |
| INTEL CORP | -19.32 |
| HONEYWELL INTL INC | -16.32 |
| BROADCOM INC | -12.5 |
| GLOBAL X FDS | -12.21 |
| ISHARES TR | -11.13 |
American Institute for Advanced Investment Managem reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| FIRST TR EXCHANGE-TRADED FD | -246,887 |
| FIRST TRUST LRGCP GWT ALPHAD | -267,875 |
| AMGEN INC | -200,174 |
American Institute for Advanced Investment Managem got rid off the above stocks
Current Stock Holdings of American Institute for Advanced Investment Managem
Last Reported on: 22 Apr, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | 3.52 | 25,967 | 4,452,860 | REDUCED | -5.5 | |
| AAXJ | ISHARES TR | 0.73 | 18,076 | 926,938 | REDUCED | -0.69 | |
| AAXJ | ISHARES TR | 0.39 | 8,375 | 490,692 | REDUCED | -5.53 | |
| ABBV | ABBVIE INC | 1.22 | 8,438 | 1,536,560 | ADDED | 6.11 | |
| ABT | ABBOTT LABS | 0.37 | 4,132 | 469,645 | ADDED | 5.49 | |
| ACIO | ETF SER SOLUTIONS | 0.38 | 12,125 | 473,845 | ADDED | 6.59 | |
| ACTX | GLOBAL X FDS | 1.38 | 43,969 | 1,750,400 | ADDED | 0.74 | |
| ACTX | GLOBAL X FDS | 0.64 | 32,861 | 811,681 | REDUCED | -12.21 | |
| ACTX | GLOBAL X FDS | 0.40 | 24,760 | 499,162 | NEW | ||
| ACWV | ISHARES INC | 0.45 | 8,250 | 571,809 | NEW | ||
| AFK | VANECK ETF TRUST | 0.88 | 14,680 | 1,115,020 | ADDED | 6.61 | |
| AFK | VANECK ETF TRUST | 0.72 | 4,032 | 907,165 | ADDED | 167 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 1.06 | 30,775 | 1,341,790 | ADDED | 134 | |
| AFLG | FIRST TR EXCHNG TRADED FD VI | 0.20 | 9,175 | 256,533 | NEW | ||
| AFTY | PACER FDS TR | 1.06 | 28,045 | 1,338,310 | REDUCED | -2.96 | |
| AGG | ISHARES TR | 7.32 | 27,473 | 9,259,780 | REDUCED | -2.63 | |
| AGG | ISHARES TR | 4.82 | 34,011 | 6,091,720 | REDUCED | -0.4 | |
| AGG | ISHARES TR | 2.10 | 12,655 | 2,661,420 | REDUCED | -11.13 | |
| AGG | ISHARES TR | 0.78 | 7,263 | 980,942 | REDUCED | -3.2 | |
| AGG | ISHARES TR | 0.48 | 5,490 | 606,754 | ADDED | 42.26 | |
| AGG | ISHARES TR | 0.30 | 1,664 | 375,930 | ADDED | 209 | |
| AGG | ISHARES TR | 0.22 | 2,256 | 277,894 | REDUCED | -2.17 | |
| AGZD | WISDOMTREE TR | 0.24 | 7,330 | 306,668 | REDUCED | -38.52 | |
| AIRR | FIRST TR EXCHANGE-TRADED FD | 0.94 | 53,025 | 1,191,480 | ADDED | 17.64 | |
| AIRR | FIRST TR EXCHANGE-TRADED FD | 0.48 | 13,328 | 602,949 | ADDED | 3.67 | |
| AMAT | APPLIED MATLS INC | 0.18 | 1,103 | 227,472 | NEW | ||
| AMGN | AMGEN INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMPS | ISHARES TR | 0.24 | 6,928 | 300,610 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 1.68 | 11,765 | 2,122,170 | REDUCED | -2.73 | |
| AN | AUTONATION INC | 0.24 | 1,850 | 302,539 | ADDED | 35.53 | |
| AVGO | BROADCOM INC | 0.29 | 280 | 371,115 | REDUCED | -12.5 | |
| AY | ATLANTICA SUSTAINABLE INFR P | 0.16 | 11,000 | 203,280 | NEW | ||
| BAB | INVESCO EXCH TRADED FD TR II | 0.24 | 1,686 | 308,037 | NEW | ||
| BGLD | FIRST TR EXCHANGE-TRADED FD | 1.13 | 16,679 | 1,428,590 | REDUCED | -8.01 | |
| BGLD | FIRST TR EXCHANGE-TRADED FD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| BIL | SPDR SER TR | 0.78 | 7,545 | 990,202 | UNCHANGED | 0.00 | |
| BITQ | EXCHANGE TRADED CONCEPTS TRU | 0.43 | 9,222 | 540,772 | ADDED | 19.43 | |
| BIV | VANGUARD BD INDEX FDS | 0.47 | 7,673 | 588,294 | ADDED | 3.44 | |
| BOND | PIMCO ETF TR | 2.61 | 32,824 | 3,300,130 | REDUCED | -3.77 | |
| BOND | PIMCO ETF TR | 0.36 | 4,808 | 456,088 | REDUCED | -6.97 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.71 | 42,920 | 900,035 | REDUCED | -4.03 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.44 | 27,520 | 562,241 | ADDED | 6.79 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.34 | 22,060 | 423,775 | ADDED | 25.27 | |
| BSAE | INVESCO EXCH TRD SLF IDX FD | 0.23 | 15,320 | 295,523 | NEW | ||
| CARZ | FIRST TR EXCHANGE TRADED FD | 0.46 | 10,221 | 576,363 | ADDED | 18.99 | |
| CAT | CATERPILLAR INC | 0.27 | 935 | 342,612 | ADDED | 7.47 | |
| CCRV | ISHARES U S ETF TR | 0.78 | 19,440 | 980,942 | REDUCED | -25.63 | |
| CEG | CONSTELLATION ENERGY CORP | 1.05 | 7,072 | 1,322,670 | ADDED | 9.58 | |
| COST | COSTCO WHSL CORP NEW | 0.64 | 1,104 | 808,822 | UNCHANGED | 0.00 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 1.19 | 8,861 | 1,500,790 | REDUCED | -3.52 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.88 | 10,925 | 1,109,650 | ADDED | 12.86 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.88 | 16,665 | 1,109,390 | ADDED | 2.27 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.55 | 6,522 | 701,180 | REDUCED | -1.2 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.33 | 3,815 | 412,898 | UNCHANGED | 0.00 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.22 | 5,485 | 278,091 | UNCHANGED | 0.00 | |
| CSD | INVESCO EXCHANGE TRADED FD T | 0.21 | 5,481 | 266,384 | UNCHANGED | 0.00 | |
| CSX | CSX CORP | 0.18 | 6,320 | 234,283 | UNCHANGED | 0.00 | |
| CVX | CHEVRON CORP NEW | 0.83 | 6,651 | 1,049,130 | ADDED | 2.23 | |
| CWCO | CONSOLIDATED WATER CO INC | 0.26 | 11,120 | 325,928 | UNCHANGED | 0.00 | |
| CWI | SPDR INDEX SHS FDS | 0.19 | 6,730 | 241,206 | ADDED | 4.91 | |
| DLR | DIGITAL RLTY TR INC | 0.19 | 1,655 | 238,386 | UNCHANGED | 0.00 | |
| EPD | ENTERPRISE PRODS PARTNERS L | 0.33 | 14,280 | 416,692 | ADDED | 20.71 | |
| ET | ENERGY TRANSFER L P | 0.34 | 27,339 | 430,049 | ADDED | 9.41 | |
| ETN | EATON CORP PLC | 0.22 | 892 | 278,769 | REDUCED | -6.11 | |
| FAUS | FIRST TR EXCH TRD ALPHDX FD | 1.07 | 24,485 | 1,349,860 | ADDED | 32.6 | |
| FCAL | FIRST TR EXCH TRADED FD III | 0.20 | 13,900 | 253,261 | UNCHANGED | 0.00 | |
| FNX | FIRST TR MID CAP CORE ALPHAD | 0.69 | 7,692 | 872,010 | ADDED | 8.87 | |
| FTA | FIRST TR LRG CP VL ALPHADEX | 0.49 | 8,170 | 624,031 | REDUCED | -9.17 | |
| FTC | FIRST TRUST LRGCP GWT ALPHAD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FYX | FIRST TR SML CP CORE ALPHA F | 0.31 | 4,215 | 393,006 | ADDED | 9.2 | |
| GAL | SSGA ACTIVE ETF TR | 0.21 | 6,726 | 269,378 | NEW | ||
| GLD | SPDR GOLD TR | 0.72 | 4,408 | 906,812 | ADDED | 0.8 | |
| GOOG | ALPHABET INC | 0.52 | 4,339 | 654,887 | ADDED | 39.12 | |
| GOOG | ALPHABET INC | 0.16 | 1,340 | 204,027 | REDUCED | -9.46 | |
| GRID | FIRST TR EXCHANGE TRADED FD | 1.07 | 11,850 | 1,358,120 | ADDED | 5.01 | |
| HD | HOME DEPOT INC | 1.34 | 4,410 | 1,691,680 | ADDED | 3.4 | |
| HON | HONEYWELL INTL INC | 0.23 | 1,400 | 287,351 | REDUCED | -16.32 | |
| IBM | INTERNATIONAL BUSINESS MACHS | 0.31 | 2,054 | 392,232 | ADDED | 30.08 | |
| INTC | INTEL CORP | 0.30 | 8,561 | 378,139 | REDUCED | -19.32 | |
| IRM | IRON MTN INC DEL | 0.74 | 11,605 | 930,842 | ADDED | 6.91 | |
| IT | GARTNER INC | 0.19 | 500 | 238,335 | UNCHANGED | 0.00 | |
| ITW | ILLINOIS TOOL WKS INC | 1.68 | 7,897 | 2,119,000 | REDUCED | -1.25 | |
| JHCB | JOHN HANCOCK EXCHANGE TRADED | 1.11 | 36,469 | 1,404,780 | ADDED | 15.24 | |
| JNJ | JOHNSON & JOHNSON | 0.91 | 7,275 | 1,150,840 | REDUCED | -1.36 | |
| JPM | JPMORGAN CHASE & CO | 0.28 | 1,781 | 356,735 | ADDED | 28.78 | |
| LLY | ELI LILLY & CO | 0.25 | 400 | 311,184 | UNCHANGED | 0.00 | |
| MCD | MCDONALDS CORP | 0.33 | 1,490 | 420,107 | UNCHANGED | 0.00 | |
| MCHP | MICROCHIP TECHNOLOGY INC. | 0.95 | 13,404 | 1,202,470 | ADDED | 1.44 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 1.70 | 3,853 | 2,143,810 | REDUCED | -1.03 | |
| MLM | MARTIN MARIETTA MATLS INC | 0.35 | 715 | 438,967 | ADDED | 19.17 | |
| MO | ALTRIA GROUP INC | 0.20 | 5,660 | 246,889 | UNCHANGED | 0.00 | |
| MRK | MERCK & CO INC | 0.43 | 4,135 | 545,615 | REDUCED | -0.6 | |
| MSFT | MICROSOFT CORP | 3.19 | 9,600 | 4,039,010 | REDUCED | -0.48 | |
| NVDA | NVIDIA CORPORATION | 0.59 | 826 | 746,341 | ADDED | 5.09 | |
| ORCL | ORACLE CORP | 0.26 | 2,622 | 329,349 | UNCHANGED | 0.00 | |
| PEP | PEPSICO INC | 0.39 | 2,805 | 490,901 | UNCHANGED | 0.00 | |
| PG | PROCTER AND GAMBLE CO | 0.39 | 3,037 | 492,754 | UNCHANGED | 0.00 | |
| PHM | PULTE GROUP INC | 0.19 | 1,975 | 238,224 | UNCHANGED | 0.00 | |
| QQQ | INVESCO QQQ TR | 0.48 | 1,358 | 602,966 | ADDED | 24.25 | |
| SCHW | SCHWAB CHARLES CORP | 0.22 | 3,825 | 276,701 | UNCHANGED | 0.00 | |
| SPHD | INVESCO EXCH TRADED FD TR II | 0.18 | 9,545 | 227,457 | UNCHANGED | 0.00 | |
| SPY | SPDR S&P 500 ETF TR | 4.48 | 10,847 | 5,673,700 | REDUCED | -3.66 | |
| TT | TRANE TECHNOLOGIES PLC | 0.22 | 930 | 279,186 | NEW | ||
| VAW | VANGUARD WORLD FD | 1.08 | 10,380 | 1,367,040 | ADDED | 12.11 | |
| VAW | VANGUARD WORLD FD | 0.98 | 2,354 | 1,234,080 | ADDED | 1.6 | |
| VAW | VANGUARD WORLD FD | 0.35 | 1,646 | 445,276 | REDUCED | -3.23 | |
| VEU | VANGUARD INTL EQUITY INDEX F | 0.34 | 10,285 | 429,608 | REDUCED | -44.61 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 2.80 | 19,390 | 3,540,810 | REDUCED | -1.01 | |
| VIGI | VANGUARD WHITEHALL FDS | 0.17 | 1,770 | 214,152 | NEW | ||
| VOO | VANGUARD INDEX FDS | 2.75 | 13,403 | 3,483,450 | REDUCED | -1.48 | |
| VOO | VANGUARD INDEX FDS | 1.69 | 6,211 | 2,137,830 | REDUCED | -0.11 | |
| VOO | VANGUARD INDEX FDS | 1.23 | 9,561 | 1,557,110 | REDUCED | -1.99 | |
| VOO | VANGUARD INDEX FDS | 0.95 | 5,085 | 1,198,990 | REDUCED | -0.84 | |
| VOO | VANGUARD INDEX FDS | 0.81 | 6,537 | 1,019,180 | REDUCED | -0.49 | |
| VOO | VANGUARD INDEX FDS | 0.50 | 2,553 | 637,849 | UNCHANGED | 0.00 | |
| VOO | VANGUARD INDEX FDS | 0.42 | 1,107 | 532,135 | UNCHANGED | 0.00 | |
| WM | WASTE MGMT INC DEL | 0.34 | 2,040 | 434,827 | ADDED | 22.52 | |
| WMT | WALMART INC | 0.31 | 6,560 | 394,716 | ADDED | 189 | |
| XLB | SELECT SECTOR SPDR TR | 1.60 | 13,697 | 2,023,390 | REDUCED | -1.42 | |
| XLB | SELECT SECTOR SPDR TR | 0.84 | 5,100 | 1,062,180 | ADDED | 8.74 | |
| XLB | SELECT SECTOR SPDR TR | 0.49 | 14,755 | 621,481 | ADDED | 3.4 | |
| XLB | SELECT SECTOR SPDR TR | 0.47 | 6,301 | 594,881 | ADDED | 0.16 | |
| XLB | SELECT SECTOR SPDR TR | 0.34 | 3,407 | 429,146 | ADDED | 11.45 | |
| XOM | EXXON MOBIL CORP | 0.26 | 2,841 | 330,238 | ADDED | 12.74 | |
| INDIA FD INC | 0.68 | 41,821 | 856,077 | ADDED | 212 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.51 | 1,521 | 639,611 | UNCHANGED | 0.00 | ||
| BERKSHIRE HATHAWAY INC DEL | 0.50 | 1.00 | 634,440 | UNCHANGED | 0.00 | ||
| TRI CONTL CORP | 0.26 | 10,682 | 329,001 | UNCHANGED | 0.00 | ||
| EATON VANCE TAX-MANAGED BUY- | 0.25 | 24,395 | 315,426 | REDUCED | -10.8 | ||
| NUVEEN AMT FREE MUN CR INC F | 0.10 | 10,936 | 132,872 | UNCHANGED | 0.00 | ||
| NUVEEN QUALITY MUNCP INCOME | 0.10 | 10,767 | 123,390 | NEW |