13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001805824
Total reported value
$173.1M
$173.1M
133 檔
18.2%
According to the latest 13F quarterly dataset, American Institute for Advanced Investment Management, LLP managed an equity portfolio of $173.1M at the end of Q2 2024, spanning 133 distinct U.S. exchange-listed positions.
During Q2 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 | 7.70% | +0.24% | +0.49% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.54% | — | -0.16% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.45% | -0.01% | -1.45% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.16% | +0.03% | -0.65% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.30% | -0.22% | +0.43% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.75% | +0.06% | +0.05% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.70% | -0.11% | -0.47% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.42% | -0.24% | -4.23% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.96% | +0.13% | -0.20% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.81% | +0.02% | +3.76% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.77% | +0.10% | -0.64% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.58% | +0.01% | — | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.52% | -0.10% | -0.77% | |
| 14 | ITW | Illinois Tool Works | Stock-Industrials | 1.44% | -0.06% | +0.51% | |
| 15 | PAVE | Global X US Infrastructure | ETF-Other | 1.24% | +0.06% | -0.25% | |
| 16 | VTV | Vanguard Value ETF | ETF-Other | 1.21% | -0.01% | +3.09% | |
| 17 | HD | Home Depot Inc | Stock-Consumer Disc | 1.17% | -0.06% | +0.79% | |
| 18 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.14% | +0.55% | +41.91% | |
| 19 | VDE | Vanguard Energy ETF | ETF-Other | 1.13% | -0.10% | +11.32% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.11% | -0.02% | -0.62% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | -0.03% | -0.32% | |
| 22 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.10% | -0.01% | +8.50% | |
| 23 | CEG | Constellation Energy | Stock-Utilities | 1.08% | -0.23% | -0.49% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 1.07% | -0.09% | +1268.04% | |
| 25 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.05% | +0.01% | +1.85% | |
| 26 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.05% | +0.09% | +0.40% | |
| 27 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.05% | +0.21% | +1.06% | |
| 28 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 1.04% | -0.04% | -2.76% | |
| 29 | PPA | Invesco Aerospace & Defense | ETF-Other | 0.97% | -0.04% | +13.13% | |
| 30 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 0.95% | -0.33% | +5.99% | |
| 31 | FJP | First Trust Japan | ETF-Other | 0.95% | -0.06% | -1.96% | |
| 32 | MCHP | Microchip Technology Inc | Stock-Tech | 0.94% | +0.13% | -0.41% | |
| 33 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.89% | +0.05% | — | |
| 34 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.89% | -0.06% | -2.17% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.88% | +0.21% | — | |
| 36 | PHO | Invesco Water Resources ETF | ETF-Other | 0.85% | -0.06% | +2.25% | |
| 37 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.84% | +0.21% | — | |
| 38 | FTCS | First Trust Capital Strength | ETF-Other | 0.79% | -0.20% | -26.67% | |
| 39 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.78% | +0.03% | -1.85% | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.10% | -4.26% | |
| 41 | CVX | Chevron CORP | Stock-Energy | 0.78% | -0.10% | -2.56% | |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.75% | -0.03% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.74% | -0.46% | +2.31% | |
| 44 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.72% | +0.02% | -3.60% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | -0.12% | — | |
| 46 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.71% | -0.05% | -3.38% | |
| 47 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.68% | -0.04% | -3.60% | |
| 48 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.67% | -0.03% | +232.21% | |
| 49 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.67% | — | +4.50% | |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 0.62% | — | -9.79% |
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 133 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, SPY) accounted for 18.2% of total reported equity market value during Q2 2024.
During Q2 2024, American Institute for Advanced Investment Management, LLP's top holdings by market value included IWF (7.7%)、IWD (4.5%)、SPY (4.5%). The largest single position, IWF, represented 7.7% of total portfolio value.
In Q2 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.