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CIK: 0001805824
Total reported value
$173.1M
$173.1M
140 檔
18.8%
In Q3 2024, American Institute for Advanced Investment Management, LLP's U.S. equity holdings reached a combined market value of $173.1M, distributed across 140 disclosed stock positions.
In Q3 2024, American Institute for Advanced Investment Management, LLP displayed an active expansion posture, initiating 13 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.34% | +0.24% | -1.05% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.56% | — | -1.18% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.39% | -0.01% | -0.05% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.06% | +0.03% | -5.58% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 2.97% | -0.22% | +0.10% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.60% | +0.06% | -4.41% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.56% | -0.11% | -6.52% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.23% | -0.24% | -1.59% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.93% | +0.13% | -3.14% | |
| 10 | VUG | Vanguard Growth ETF | ETF-Other | 1.68% | +0.10% | -1.13% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.64% | +0.02% | +0.86% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.57% | +0.01% | — | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 1.52% | -0.10% | +1.52% | |
| 14 | ITW | Illinois Tool Works | Stock-Industrials | 1.48% | -0.06% | -0.57% | |
| 15 | CEG | Constellation Energy | Stock-Utilities | 1.36% | -0.23% | +4.69% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.30% | -0.06% | +0.67% | |
| 17 | PAVE | Global X US Infrastructure | ETF-Other | 1.28% | +0.06% | -0.68% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.20% | -0.03% | +1.20% | |
| 19 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.19% | -0.04% | +16.67% | |
| 20 | FIXD | First Trust Smith Opportunis | ETF-Other | 1.18% | -0.01% | +9.18% | |
| 21 | VTV | Vanguard Value ETF | ETF-Other | 1.18% | -0.01% | -4.46% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.15% | +0.55% | +14.17% | |
| 23 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.13% | +0.09% | +4.20% | |
| 24 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.10% | +0.01% | +2.98% | |
| 25 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.09% | -0.33% | +17.51% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.02% | -0.02% | -9.48% | |
| 27 | VDE | Vanguard Energy ETF | ETF-Other | 1.01% | -0.10% | -0.47% | |
| 28 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.00% | +0.21% | +0.21% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.98% | -0.09% | +0.18% | |
| 30 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.97% | +0.03% | -0.18% | |
| 31 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.91% | -0.06% | +6.81% | |
| 32 | PHO | Invesco Water Resources ETF | ETF-Other | 0.88% | -0.06% | +2.26% | |
| 33 | INDA | Ishares Msci India ETF | ETF-Other | 0.83% | — | +73.53% | |
| 34 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.83% | +0.05% | -5.90% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.82% | +0.21% | -0.49% | |
| 36 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.82% | -0.02% | +195.80% | |
| 37 | XLF | Ss Financial Select Sector | ETF-Other | 0.81% | -0.06% | +56.90% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.10% | -0.72% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.78% | -0.46% | — | |
| 40 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.78% | -0.03% | -0.15% | |
| 41 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.78% | +0.21% | -1.31% | |
| 42 | MCHP | Microchip Technology Inc | Stock-Tech | 0.77% | +0.13% | — | |
| 43 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.76% | -0.03% | +16.04% | |
| 44 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.73% | -0.05% | -1.44% | |
| 45 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.70% | -0.12% | -0.45% | |
| 46 | FTCS | First Trust Capital Strength | ETF-Other | 0.68% | -0.20% | -14.14% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.67% | -0.10% | -1.54% | |
| 48 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.66% | -0.04% | -35.39% | |
| 49 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.65% | — | -3.41% | |
| 50 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.64% | -0.04% | -2.11% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | DLR | Digital Realty Trust Inc | +0.5% | +195.80% | Add |
| 2 | DXJ | Wisdomtree Japan Hedged Eq | +0.4% | NEW | New buy |
| 3 | IEF | Ishares 7-10 Year Treasury B | +0.4% | NEW | New buy |
| 4 | INDA | Ishares Msci India ETF | +0.3% | +73.53% | Add |
| 5 | XLF | Ss Financial Select Sector | +0.3% | +56.90% | Add |
| 6 | CEG | Constellation Energy | +0.3% | +4.69% | Add |
| 7 | CB | Chubb Limited | +0.3% | NEW | New buy |
| 8 | PPA | Invesco Aerospace & Defense | +0.2% | +16.67% | Add |
| 9 | TLT | Ishares 20+ Year Treasury Bd | +0.2% | NEW | New buy |
| 10 | FPE | Ft-preferred Secur & Inc ETF | +0.2% | NEW | New buy |
| 11 | IRM | Iron Mountain Inc | +0.2% | -0.18% | Trim |
| 12 | FPEI | First Trust Institutional Pr | +0.2% | +101.99% | Add |
| 13 | SLV | Ishares Silver Trust | +0.2% | NEW | New buy |
| 14 | PM | Philip Morris International | +0.2% | NEW | New buy |
| 15 | BSCS | Invesco Bulletshares 2028 Cb | +0.2% | NEW | New buy |
| 16 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 17 | GDX | Vaneck Gold Miners ETF | +0.2% | NEW | New buy |
| 18 | SAP | Sap Se-sponsored Adr | +0.2% | NEW | New buy |
| 19 | LMT | Lockheed Martin CORP | +0.2% | NEW | New buy |
| 20 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.1% | +17.51% | Add |
| 21 | PFFD | Global X US Preferred ETF | +0.1% | +39.29% | Add |
| 22 | TOTL | Ss Doubleline Tr Tact ETF | +0.1% | +69.69% | Add |
| 23 | HD | Home Depot Inc | +0.1% | +0.67% | Add |
| 24 | COR | Cencora Inc | +0.1% | NEW | New buy |
| 25 | ABBV | Abbvie Inc | +0.1% | +1.20% | Add |
| 26 | ETN | Eaton Corporation plc | +0.1% | +45.85% | Add |
| 27 | BUFR | Ft Vest Lad Buffervetf-usd I | +0.1% | +16.04% | Add |
| 28 | FIXD | First Trust Smith Opportunis | +0.1% | +9.18% | Add |
| 29 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | +4.20% | Add |
| 30 | JHSC | John Hancock Multi Small Cap | +0.1% | +2.98% | Add |
| 31 | ITW | Illinois Tool Works | 0% | -0.57% | Trim |
| 32 | PAVE | Global X US Infrastructure | 0% | -0.68% | Trim |
| 33 | IWD | Ishares Russell 1000 Value E | 0% | -1.18% | Trim |
| 34 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.1% | -0.05% | Trim |
| 35 | AAPL | Apple Inc | -0.1% | -5.58% | Trim |
| 36 | ROBT | First Trust Nasdaq Artificia | -0.1% | -36.61% | Trim |
| 37 | ✓ | Fibrobiologics Inc | -0.1% | — | Unchanged |
| 38 | SCHG | Schwab US Large-cap Growth | -0.2% | EXIT | Sold out |
| 39 | BSCO | Invesco Bulletshares 2024 Cb | -0.2% | -19.56% | Trim |
| 40 | NEAR | Ishares Sh Dba ETF Usd Inc | -0.2% | -18.14% | Trim |
| 41 | DRIV | Global X Autonomous&elec-etf | -0.2% | EXIT | Sold out |
| 42 | DEM | Wisdomtree Emerging Markets | -0.2% | EXIT | Sold out |
| 43 | ROBO | Robo Global Robotics And Aut | -0.2% | -43.94% | Trim |
| 44 | IFN | Aberdeen India Fund Inc | -0.2% | EXIT | Sold out |
| 45 | ✓ | Atlantica Sustainable Infr P | -0.3% | EXIT | Sold out |
| 46 | FJP | First Trust Japan | -0.3% | -31.74% | Trim |
| 47 | MSFT | Microsoft CORP | -0.3% | +0.10% | Add |
| 48 | IWF | Ishares Russell 1000 Growth | -0.4% | -1.05% | Trim |
| 49 | PTLC | Pacer Trendpilot US Large Ca | -0.4% | -35.39% | Trim |
| 50 | EWW | Ishares Msci Mexico ETF | -0.5% | EXIT | Sold out |
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 140 disclosed positions in Q3 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 18.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
DXJ
市值: $584.1K
Top Position Liquidated / Trimmed
EWW
前期市值: $650.5K
During Q3 2024, American Institute for Advanced Investment Management, LLP's top holdings by market value included IWF (7.3%)、IWD (4.6%)、SPY (4.4%). The largest single position, IWF, represented 7.3% of total portfolio value.
In Q3 2024, American Institute for Advanced Investment Management, LLP made 49 total portfolio adjustments, initiating 13 new buys, adding to 17 positions, trimming 13 holdings, and fully liquidating 6 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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