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CIK: 0001805824
Total reported value
$173.1M
$173.1M
132 檔
18.8%
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 Q4 2024, spanning 132 distinct U.S. exchange-listed positions.
In Q4 2024, American Institute for Advanced Investment Management, LLP adopted a defensive or profit-taking posture, trimming 23 positions and completely liquidating 14 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including IWF, SPY, IWD) accounted for 18.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
AIRR
市值: $1.1M
Top Position Liquidated / Trimmed
BSCO
前期市值: $657.8K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.94% | +0.24% | -2.87% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.62% | -0.01% | -1.10% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.53% | — | -2.19% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.11% | +0.03% | -9.57% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.00% | -0.22% | -1.01% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.65% | +0.06% | -4.31% | |
| 7 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.59% | -0.24% | +11.92% | |
| 8 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.57% | -0.11% | -2.55% | |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 2.01% | +0.13% | -0.03% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | +0.02% | -1.38% | |
| 11 | VUG | Vanguard Growth ETF | ETF-Other | 1.85% | +0.10% | -0.77% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.63% | +0.01% | -0.44% | |
| 13 | ITW | Illinois Tool Works | Stock-Industrials | 1.29% | -0.06% | -13.33% | |
| 14 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.24% | -0.04% | +0.84% | |
| 15 | PAVE | Global X US Infrastructure | ETF-Other | 1.24% | +0.06% | -5.57% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.23% | -0.06% | -5.36% | |
| 17 | VTV | Vanguard Value ETF | ETF-Other | 1.22% | -0.01% | +2.51% | |
| 18 | XLF | Ss Financial Select Sector | ETF-Other | 1.18% | -0.06% | +31.98% | |
| 19 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.17% | +0.01% | +3.65% | |
| 20 | CEG | Constellation Energy | Stock-Utilities | 1.16% | -0.23% | -5.70% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.14% | -0.10% | -19.13% | |
| 22 | SMH | Vaneck Semiconductor ETF | ETF-Other | 1.12% | +0.55% | -4.97% | |
| 23 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | -0.09% | -3.98% | |
| 24 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.06% | +0.21% | -4.15% | |
| 25 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.04% | -0.33% | -5.96% | |
| 26 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.03% | +0.09% | -6.25% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.03% | -0.02% | -1.42% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 1.02% | -0.03% | -9.20% | |
| 29 | VDE | Vanguard Energy ETF | ETF-Other | 1.02% | -0.10% | -2.02% | |
| 30 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.95% | -0.02% | +1.85% | |
| 31 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.91% | +0.05% | — | |
| 32 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.88% | -0.06% | -8.03% | |
| 33 | PHO | Invesco Water Resources ETF | ETF-Other | 0.86% | -0.06% | +0.06% | |
| 34 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.82% | +0.21% | -3.56% | |
| 35 | XLK | Ss Technology Select Sector | ETF-Tech | 0.81% | +0.21% | -7.68% | |
| 36 | GLD | Spdr Gold Shares | ETF-Commodities | 0.81% | -0.46% | -0.60% | |
| 37 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.80% | +0.03% | -10.29% | |
| 38 | AIRR | First Trust Rba American Ind | ETF-Other | 0.80% | — | — | |
| 39 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.79% | -0.03% | -1.13% | |
| 40 | INDA | Ishares Msci India ETF | ETF-Other | 0.79% | — | +0.80% | |
| 41 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.78% | -0.03% | -0.46% | |
| 42 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.74% | -0.12% | -0.82% | |
| 43 | SDVY | First Trust Smid Cap Rising | ETF-Other | 0.74% | — | — | |
| 44 | FIXD | First Trust Smith Opportunis | ETF-Other | 0.73% | -0.01% | -37.91% | |
| 45 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.71% | -0.05% | — | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.10% | -7.52% | |
| 47 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.66% | -0.04% | -6.02% | |
| 48 | CVX | Chevron CORP | Stock-Energy | 0.66% | -0.10% | -4.94% | |
| 49 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.65% | -0.04% | -1.53% | |
| 50 | FJP | First Trust Japan | ETF-Other | 0.60% | -0.06% | -4.79% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AIRR | First Trust Rba American Ind | +0.8% | NEW | New buy |
| 2 | SDVY | First Trust Smid Cap Rising | +0.7% | NEW | New buy |
| 3 | IWF | Ishares Russell 1000 Growth | +0.6% | -2.87% | Trim |
| 4 | XLF | Ss Financial Select Sector | +0.4% | +31.98% | Add |
| 5 | MINT | Pimco Enhanced Short Maturit | +0.4% | +11.92% | Add |
| 6 | AMZN | Amazon.com Inc | +0.4% | -1.38% | Trim |
| 7 | KBE | Ss Spdr S&p Bank ETF | +0.3% | NEW | New buy |
| 8 | PLTR | Palantir Technologies Inc-a | +0.2% | NEW | New buy |
| 9 | VUG | Vanguard Growth ETF | +0.2% | -0.77% | Trim |
| 10 | SCHG | Schwab US Large-cap Growth | +0.2% | NEW | New buy |
| 11 | BSCT | Invesco Bulletshares 2029 Cb | +0.2% | NEW | New buy |
| 12 | AVGO | Broadcom Inc | +0.1% | — | Unchanged |
| 13 | DLR | Digital Realty Trust Inc | +0.1% | +1.85% | Add |
| 14 | FPE | Ft-preferred Secur & Inc ETF | +0.1% | +55.75% | Add |
| 15 | BSCR | Invesco Bulletshares 2027 Cb | +0.1% | +28.91% | Add |
| 16 | BSCS | Invesco Bulletshares 2028 Cb | +0.1% | +61.02% | Add |
| 17 | AAPL | Apple Inc | +0.1% | -9.57% | Trim |
| 18 | MSFT | Microsoft CORP | 0% | -1.01% | Trim |
| 19 | VIG | Vanguard Dividend Apprec ETF | 0% | -2.55% | Trim |
| 20 | IWD | Ishares Russell 1000 Value E | 0% | -2.19% | Trim |
| 21 | PAVE | Global X US Infrastructure | 0% | -5.57% | Trim |
| 22 | NLR | Vaneck Urani & Nuclr Etf-usd | -0.1% | -5.96% | Trim |
| 23 | HD | Home Depot Inc | -0.1% | -5.36% | Trim |
| 24 | FTGS | First Trust Grwth Strgth ETF | -0.1% | -36.98% | Trim |
| 25 | XOM | Exxon Mobil CORP | -0.1% | -31.79% | Trim |
| 26 | GRID | First Trst Nasd Cl Edg Sgiif | -0.1% | -6.25% | Trim |
| 27 | JNJ | Johnson & Johnson | -0.1% | -7.52% | Trim |
| 28 | COR | Cencora Inc | -0.1% | EXIT | Sold out |
| 29 | SLV | Ishares Silver Trust | -0.2% | EXIT | Sold out |
| 30 | TXN | Texas Instruments Inc | -0.2% | EXIT | Sold out |
| 31 | GDX | Vaneck Gold Miners ETF | -0.2% | EXIT | Sold out |
| 32 | LMT | Lockheed Martin CORP | -0.2% | EXIT | Sold out |
| 33 | AMAT | Applied Materials Inc | -0.2% | EXIT | Sold out |
| 34 | IRM | Iron Mountain Inc | -0.2% | -10.29% | Trim |
| 35 | AMGN | Amgen Inc | -0.2% | EXIT | Sold out |
| 36 | ABBV | Abbvie Inc | -0.2% | -9.20% | Trim |
| 37 | FNX | First Trust Mid Cap Core Alp | -0.2% | -30.58% | Trim |
| 38 | ITW | Illinois Tool Works | -0.2% | -13.33% | Trim |
| 39 | FTCS | First Trust Capital Strength | -0.2% | -29.37% | Trim |
| 40 | CEG | Constellation Energy | -0.2% | -5.70% | Trim |
| 41 | TLT | Ishares 20+ Year Treasury Bd | -0.2% | EXIT | Sold out |
| 42 | AN | Autonation Inc | -0.2% | EXIT | Sold out |
| 43 | MCHP | Microchip Technology Inc | -0.2% | -5.62% | Trim |
| 44 | ROBO | Robo Global Robotics And Aut | -0.2% | EXIT | Sold out |
| 45 | PHM | Pultegroup Inc | -0.2% | EXIT | Sold out |
| 46 | ROBT | First Trust Nasdaq Artificia | -0.2% | EXIT | Sold out |
| 47 | TT | Trane Technologies plc | -0.3% | EXIT | Sold out |
| 48 | XLV | Ss Health Care Select Sector | -0.4% | -19.13% | Trim |
| 49 | FIXD | First Trust Smith Opportunis | -0.5% | -37.91% | Trim |
| 50 | BSCO | Invesco Bulletshares 2024 Cb | -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 132 disclosed positions in Q4 2024.
During Q4 2024, American Institute for Advanced Investment Management, LLP's top holdings by market value included IWF (7.9%)、SPY (4.6%)、IWD (4.5%). The largest single position, IWF, represented 7.9% of total portfolio value.
In Q4 2024, American Institute for Advanced Investment Management, LLP made 49 total portfolio adjustments, initiating 6 new buys, adding to 6 positions, trimming 23 holdings, and fully liquidating 14 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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