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CIK: 0001805824
Total reported value
$173.1M
$173.1M
128 檔
17.1%
At the close of Q1 2024, American Institute for Advanced Investment Management, LLP disclosed equity holdings valued at approximately $173.1M, spread across 128 reported holdings.
During Q1 2024, American Institute for Advanced Investment Management, LLP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.32% | +0.24% | -2.63% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.82% | — | -0.40% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.49% | -0.01% | -3.66% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.52% | +0.03% | -5.50% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | -0.22% | -0.48% | |
| 6 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.80% | -0.11% | -1.01% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.75% | +0.06% | -1.48% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.61% | -0.24% | -3.77% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.10% | +0.13% | -11.13% | |
| 10 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.69% | +0.01% | -1.03% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.69% | +0.10% | -0.11% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | +0.02% | -2.73% | |
| 13 | ITW | Illinois Tool Works | Stock-Industrials | 1.68% | -0.06% | -1.25% | |
| 14 | XLV | Ss Health Care Select Sector | ETF-Other | 1.60% | -0.10% | -1.43% | |
| 15 | PAVE | Global X US Infrastructure | ETF-Other | 1.38% | +0.06% | +0.74% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.34% | -0.06% | +3.40% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.23% | -0.01% | -1.99% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.21% | -0.03% | +6.11% | |
| 19 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.19% | -0.02% | -3.52% | |
| 20 | FTCS | First Trust Capital Strength | ETF-Other | 1.13% | -0.20% | -8.01% | |
| 21 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.11% | +0.01% | +15.24% | |
| 22 | VDE | Vanguard Energy ETF | ETF-Other | 1.08% | -0.10% | +12.11% | |
| 23 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.07% | +0.09% | +5.01% | |
| 24 | FJP | First Trust Japan | ETF-Other | 1.07% | -0.06% | +32.60% | |
| 25 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.06% | -0.01% | +134.21% | |
| 26 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.06% | -0.04% | -2.96% | |
| 27 | CEG | Constellation Energy | Stock-Utilities | 1.05% | -0.23% | +9.58% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.98% | +0.21% | +1.60% | |
| 29 | MCHP | Microchip Technology Inc | Stock-Tech | 0.95% | +0.13% | +1.44% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.95% | +0.05% | -0.84% | |
| 31 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.94% | -0.06% | +17.64% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.91% | -0.10% | -1.36% | |
| 33 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.88% | -0.33% | +6.61% | |
| 34 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.88% | -0.04% | +12.86% | |
| 35 | PHO | Invesco Water Resources ETF | ETF-Other | 0.88% | -0.06% | +2.27% | |
| 36 | XLK | Ss Technology Select Sector | ETF-Tech | 0.84% | +0.21% | +8.74% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.83% | -0.10% | +2.23% | |
| 38 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.81% | -0.03% | -0.49% | |
| 39 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.78% | -0.05% | — | |
| 40 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.78% | +0.21% | -3.20% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.78% | +0.02% | -25.63% | |
| 42 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.74% | +0.03% | +6.91% | |
| 43 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.73% | -0.04% | -0.69% | |
| 44 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.72% | +0.55% | +167.91% | |
| 45 | GLD | Spdr Gold Shares | ETF-Commodities | 0.72% | -0.46% | +0.80% | |
| 46 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.71% | — | -4.03% | |
| 47 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.69% | — | +8.87% | |
| 48 | IFN | Aberdeen India Fund Inc | Stock-Other | 0.68% | — | +212.40% | |
| 49 | DRIV | Global X Autonomous&elec-etf | ETF-Other | 0.64% | — | -12.21% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.12% | — |
According to official SEC Form 13F filings, American Institute for Advanced Investment Management, LLP reported a total U.S. public equity portfolio value of $173.1M across 128 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, SPY) accounted for 17.1% of total reported equity market value during Q1 2024.
During Q1 2024, American Institute for Advanced Investment Management, LLP's top holdings by market value included IWF (7.3%)、IWD (4.8%)、SPY (4.5%). The largest single position, IWF, represented 7.3% of total portfolio value.
In Q1 2024, American Institute for Advanced Investment Management, LLP made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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