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CIK: 0001805824
Total reported value
$173.1M
$173.1M
143 檔
17.4%
As reported in its official Q1 2025 Form 13F filing, American Institute for Advanced Investment Management, LLP's tracked investment portfolio stood at $173.1M with 143 total positions.
In Q1 2025, American Institute for Advanced Investment Management, LLP displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 7.38% | +0.24% | +0.99% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.78% | — | +1.45% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.16% | -0.01% | -7.73% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.83% | +0.03% | +2.65% | |
| 5 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.86% | -0.24% | +7.41% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 2.72% | -0.22% | -0.73% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.58% | -0.11% | -1.00% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.46% | +0.06% | -4.39% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 1.79% | +0.10% | +4.66% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.78% | +0.13% | -4.37% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.67% | +0.02% | -5.52% | |
| 12 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.56% | +0.01% | — | |
| 13 | VTV | Vanguard Value ETF | ETF-Other | 1.56% | -0.01% | +22.52% | |
| 14 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.33% | -0.04% | +3.11% | |
| 15 | XLF | Ss Financial Select Sector | ETF-Other | 1.31% | -0.06% | +5.35% | |
| 16 | ITW | Illinois Tool Works | Stock-Industrials | 1.29% | -0.06% | — | |
| 17 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.28% | +0.01% | +13.56% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.27% | -0.03% | +2.78% | |
| 19 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.06% | +4.84% | |
| 20 | PAVE | Global X US Infrastructure | ETF-Other | 1.19% | +0.06% | +0.65% | |
| 21 | XLV | Ss Health Care Select Sector | ETF-Other | 1.19% | -0.10% | -4.33% | |
| 22 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.16% | +0.09% | +99.84% | |
| 23 | CEG | Constellation Energy | Stock-Utilities | 1.12% | -0.23% | +3.24% | |
| 24 | VDE | Vanguard Energy ETF | ETF-Other | 1.08% | -0.10% | -3.36% | |
| 25 | GLD | Spdr Gold Shares | ETF-Commodities | 1.07% | -0.46% | +8.92% | |
| 26 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.05% | -0.02% | +1.27% | |
| 27 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.01% | -0.33% | +5.23% | |
| 28 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.99% | +0.55% | -1.58% | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | -0.09% | +2.01% | |
| 30 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.91% | -0.06% | +7.38% | |
| 31 | VGT | Vanguard Info Tech ETF | ETF-Tech | 0.91% | +0.21% | -4.29% | |
| 32 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.89% | +0.05% | — | |
| 33 | PHO | Invesco Water Resources ETF | ETF-Other | 0.87% | -0.06% | +1.81% | |
| 34 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.83% | -0.03% | +4.46% | |
| 35 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.80% | -0.10% | -1.25% | |
| 36 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.78% | -0.12% | -0.92% | |
| 37 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | +0.21% | +4.27% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.76% | -0.10% | -2.31% | |
| 39 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.75% | +0.21% | +0.80% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.74% | -0.05% | — | |
| 41 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.72% | -0.04% | +7.74% | |
| 42 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.72% | -0.03% | -9.68% | |
| 43 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.71% | +0.03% | +6.57% | |
| 44 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 0.70% | -0.02% | -10.60% | |
| 45 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.65% | -0.04% | -0.52% | |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.64% | +0.02% | +7.89% | |
| 47 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.61% | -0.10% | — | |
| 48 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.61% | -0.04% | — | |
| 49 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.59% | -0.05% | +16.71% | |
| 50 | FJP | First Trust Japan | ETF-Other | 0.57% | -0.06% | -12.82% |
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 143 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including IWF, IWD, SPY) accounted for 17.4% of total reported equity market value during Q1 2025.
Top New Position Initiated
IWF
市值: $9.7M
During Q1 2025, American Institute for Advanced Investment Management, LLP's top holdings by market value included IWF (7.4%)、IWD (4.8%)、SPY (4.2%). The largest single position, IWF, represented 7.4% of total portfolio value.
In Q1 2025, American Institute for Advanced Investment Management, LLP made 50 total portfolio adjustments, initiating 50 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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