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CIK: 0001805824
Total reported value
$173.1M
$173.1M
147 檔
20.6%
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 Q3 2025, spanning 147 distinct U.S. exchange-listed positions.
In Q3 2025, American Institute for Advanced Investment Management, LLP adopted a defensive or profit-taking posture, trimming 24 positions and completely liquidating 7 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | ETF-Other | 8.06% | +0.24% | -2.64% | |
| 2 | IWD | Ishares Russell 1000 Value E | ETF-Other | 4.28% | — | -4.82% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.21% | -0.01% | -1.54% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 3.71% | +0.03% | -1.42% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 3.13% | -0.22% | -2.47% | |
| 6 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.51% | +0.06% | -0.16% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.42% | -0.11% | -0.95% | |
| 8 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.40% | -0.24% | -1.44% | |
| 9 | VUG | Vanguard Growth ETF | ETF-Other | 2.00% | +0.10% | -0.39% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.76% | +0.13% | -3.10% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.02% | -1.64% | |
| 12 | NLR | Vaneck Urani & Nuclr Etf-usd | ETF-Other | 1.52% | -0.33% | +2.27% | |
| 13 | PPA | Invesco Aerospace & Defense | ETF-Other | 1.51% | -0.04% | -2.36% | |
| 14 | VTV | Vanguard Value ETF | ETF-Other | 1.47% | -0.01% | -1.04% | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.46% | +0.01% | -1.32% | |
| 16 | CEG | Constellation Energy | Stock-Utilities | 1.42% | -0.23% | -2.22% | |
| 17 | GLD | Spdr Gold Shares | ETF-Commodities | 1.42% | -0.46% | +16.96% | |
| 18 | NVDA | Nvidia CORP | Stock-Tech | 1.41% | -0.09% | -2.12% | |
| 19 | PAVE | Global X US Infrastructure | ETF-Other | 1.26% | +0.06% | -1.87% | |
| 20 | HD | Home Depot Inc | Stock-Consumer Disc | 1.24% | -0.06% | +269.99% | |
| 21 | GRID | First Trst Nasd Cl Edg Sgiif | ETF-Other | 1.23% | +0.09% | -34.97% | |
| 22 | JHSC | John Hancock Multi Small Cap | ETF-Small Cap | 1.22% | +0.01% | -0.59% | |
| 23 | ITW | Illinois Tool Works | Stock-Industrials | 1.17% | -0.06% | — | |
| 24 | ABBV | Abbvie Inc | Stock-Healthcare | 1.17% | -0.03% | -3.15% | |
| 25 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.09% | +0.21% | +2.16% | |
| 26 | XLF | Ss Financial Select Sector | ETF-Other | 1.05% | -0.06% | -0.50% | |
| 27 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.00% | -0.02% | — | |
| 28 | XLV | Ss Health Care Select Sector | ETF-Other | 0.94% | -0.10% | -3.60% | |
| 29 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 0.92% | +0.05% | — | |
| 30 | SHLD | Global X Defense Tech ETF | ETF-Tech | 0.90% | -0.41% | +68.70% | |
| 31 | XLK | Ss Technology Select Sector | ETF-Tech | 0.88% | +0.21% | — | |
| 32 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.86% | +0.21% | — | |
| 33 | SMH | Vaneck Semiconductor ETF | ETF-Other | 0.85% | +0.55% | +5.11% | |
| 34 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.83% | -0.06% | -3.73% | |
| 35 | PHO | Invesco Water Resources ETF | ETF-Other | 0.82% | -0.06% | -0.71% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.79% | -0.10% | +0.93% | |
| 37 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.77% | -0.03% | — | |
| 38 | AIQ | Global X Art Intel & Tech | ETF-Tech | 0.72% | +0.27% | +333.69% | |
| 39 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.66% | -0.12% | -0.46% | |
| 40 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 0.66% | -0.05% | — | |
| 41 | IGF | Ishares Global Infrastructur | ETF-Other | 0.65% | -0.09% | +89.46% | |
| 42 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.65% | -0.04% | +5.78% | |
| 43 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 0.62% | -0.03% | +137.06% | |
| 44 | AVGO | Broadcom Inc | Stock-Tech | 0.61% | +0.02% | — | |
| 45 | PTLC | Pacer Trendpilot US Large Ca | ETF-Other | 0.59% | -0.04% | — | |
| 46 | BUFD | Ft Vst Lad Deep Buf Etf-usdi | ETF-Other | 0.59% | -0.05% | +6.21% | |
| 47 | BUFR | Ft Vest Lad Buffervetf-usd I | ETF-Other | 0.57% | -0.03% | -15.39% | |
| 48 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.57% | +0.06% | -4.28% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.54% | +0.07% | +5.27% | |
| 50 | IRM | Iron Mountain Inc | Stock-Real Estate | 0.54% | +0.03% | -12.76% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +0.7% | -2.64% | Trim |
| 2 | NLR | Vaneck Urani & Nuclr Etf-usd | +0.5% | +2.27% | Trim |
| 3 | NVDA | Nvidia CORP | +0.5% | -2.12% | Add |
| 4 | MSFT | Microsoft CORP | +0.4% | -2.47% | Trim |
| 5 | GLD | Spdr Gold Shares | +0.4% | +16.96% | Add |
| 6 | CEG | Constellation Energy | +0.3% | -2.22% | Trim |
| 7 | AVGO | Broadcom Inc | +0.3% | — | Unchanged |
| 8 | VUG | Vanguard Growth ETF | +0.2% | -0.39% | Add |
| 9 | ORCL | Oracle CORP | +0.2% | -0.20% | Trim |
| 10 | PPA | Invesco Aerospace & Defense | +0.2% | -2.36% | Trim |
| 11 | VGT | Vanguard Info Tech ETF | +0.2% | +2.16% | Add |
| 12 | PLTR | Palantir Technologies Inc-a | +0.2% | — | Add |
| 13 | IYW | Ishares Ustechnology ETF | +0.1% | — | Trim |
| 14 | XLK | Ss Technology Select Sector | +0.1% | — | Trim |
| 15 | GOOGL | Alphabet Inc-cl A | +0.1% | -4.28% | Trim |
| 16 | PAVE | Global X US Infrastructure | +0.1% | -1.87% | Trim |
| 17 | GRID | First Trst Nasd Cl Edg Sgiif | +0.1% | -34.97% | Trim |
| 18 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +5.27% | Add |
| 19 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | -1.54% | Trim |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | -0.16% | Trim |
| 21 | VOT | Vanguard Mid-cap Growth ETF | 0% | — | Trim |
| 22 | HD | Home Depot Inc | — | +269.99% | Add |
| 23 | IWM | Ishares Russell 2000 ETF | 0% | -3.10% | Trim |
| 24 | AMZN | Amazon.com Inc | -0.1% | -1.64% | Trim |
| 25 | AAPL | Apple Inc | -0.1% | -1.42% | Trim |
| 26 | VIG | Vanguard Dividend Apprec ETF | -0.2% | -0.95% | Trim |
| 27 | DXJ | Wisdomtree Japan Hedged Eq | -0.3% | — | Trim |
| 28 | XLE | Ss Energy Select Sector | -0.3% | -48.31% | Trim |
| 29 | DLR | Digital Realty Trust Inc | -0.3% | -7.17% | Trim |
| 30 | CVX | Chevron CORP | -0.4% | -25.44% | Trim |
| 31 | IWD | Ishares Russell 1000 Value E | -0.5% | -4.82% | Trim |
| 32 | VDE | Vanguard Energy ETF | -0.6% | -35.45% | Trim |
| 33 | SHLD | Global X Defense Tech ETF | — | NEW | New buy |
| 34 | AIQ | Global X Art Intel & Tech | — | NEW | New buy |
| 35 | IGF | Ishares Global Infrastructur | — | NEW | New buy |
| 36 | VGK | Vanguard Ftse Europe ETF | — | NEW | New buy |
| 37 | WCMI | Ft Wcm International ETF | — | NEW | New buy |
| 38 | SDVY | First Trust Smid Cap Rising | — | EXIT | Sold out |
| 39 | AIRR | First Trust Rba American Ind | — | EXIT | Sold out |
| 40 | TSLA | Tesla Inc | — | NEW | New buy |
| 41 | PEP | Pepsico Inc | — | EXIT | Sold out |
| 42 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 43 | UFOX | Defiance Connective Tech ETF | — | NEW | New buy |
| 44 | CQP | Cheniere Energy Partners LP | — | EXIT | Sold out |
| 45 | AMAT | Applied Materials Inc | — | NEW | New buy |
| 46 | CSX | Csx CORP | — | NEW | New buy |
| 47 | RTX | Rtx CORP | — | NEW | New buy |
| 48 | KBE | Ss Spdr S&p Bank ETF | — | EXIT | Sold out |
| 49 | IT | Gartner Inc | — | EXIT | Sold out |
| 50 | FIXD | First Trust Smith Opportunis | — | 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 147 disclosed positions in Q3 2025.
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 20.6% of total reported equity market value during Q3 2025.
Top New Position Initiated
SHLD
市值: $1.4M
Top Position Liquidated / Trimmed
SDVY
前期市值: $451.9K
During Q3 2025, American Institute for Advanced Investment Management, LLP's top holdings by market value included IWF (8.1%)、IWD (4.3%)、SPY (4.2%). The largest single position, IWF, represented 8.1% of total portfolio value.
In Q3 2025, American Institute for Advanced Investment Management, LLP made 49 total portfolio adjustments, initiating 11 new buys, adding to 7 positions, trimming 24 holdings, and fully liquidating 7 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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