American Institute For Advanced Investment Management, LLP Portfolio Holdings

American Institute For Advanced Investment Management, LLP

  • $134 Million
  • Q1 2025

American Institute For Advanced Investment Management, LLP has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Million distributed in 143 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Russell 1000 Gr ETF with a value of $9.66M, Ishares Russell 1000 Val ETF with a value of $6.2M, Spdr S&P 500 ETF Trust with a value of $5.45M, Apple Inc. with a value of $5.02M, and Pimco ETF Tr Enhanced Sht Matu with a value of $3.74M.

Examining the 13F form we can see an increase of $486K in the current position value, from $133M to 134M.

Below you can find more details about American Institute For Advanced Investment Management, LLP portfolio as well as his latest detailed transactions.

Portfolio value $134 Million
ETFs: $93.3 Million
Technology: $12.3 Million
Healthcare: $6.46 Million
Consumer Cyclical: $4.22 Million
Financial Services: $3.66 Million
Industrials: $3.56 Million
Consumer Defensive: $2.98 Million
Energy: $2.46 Million
Other: $4.68 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.66 Million 7.23% of portfolio
26,795
Q1 2025 Added 0.99%
$0
$6.2 Million 4.64% of portfolio
33,295
Q1 2025 Added 1.45%
$0
$5.45 Million 4.08% of portfolio
9,750
Q1 2025 Reduced 7.73%
$3.21T
$5.02 Million 3.76% of portfolio
22,612
Q1 2025 Added 2.65%
$0
$3.74 Million 2.8% of portfolio
37,191
Q1 2025 Added 7.41%
$2.73T
$3.56 Million 2.66% of portfolio
9,484
Q1 2025 Reduced 0.73%
$0
$3.21 Million 2.4% of portfolio
11,726
Q1 2025 Reduced 4.39%
$0
$3.17 Million 2.37% of portfolio
17,405
Q1 2025 Reduced 1.0%
$38.4B
$2.71 Million 2.03% of portfolio
14,627
Q1 2025 New
$0
$2.63 Million 1.97% of portfolio
23,225
Q1 2025 Added 99.84%
$0
$2.35 Million 1.76% of portfolio
6,336
Q1 2025 Added 4.66%
$0
$2.33 Million 1.75% of portfolio
11,694
Q1 2025 Reduced 4.37%
$1.76T
$2.18 Million 1.63% of portfolio
11,472
Q1 2025 Reduced 5.52%
$0
$2.05 Million 1.53% of portfolio
3,836
Q4 2024 Reduced 0.44%
$0
$2.02 Million 1.51% of portfolio
11,826
Q1 2025 Added 22.52%
$0
$1.75 Million 1.31% of portfolio
14,993
Q1 2025 Added 3.11%
$72.6B
$1.7 Million 1.27% of portfolio
6,840
Q4 2024 Reduced 13.33%
$307B
$1.66 Million 1.25% of portfolio
7,944
Q1 2025 Added 2.78%
$0
$1.67 Million 1.25% of portfolio
45,025
Q1 2025 Added 13.56%
$363B
$1.63 Million 1.22% of portfolio
4,440
Q1 2025 Added 4.84%
$0
$1.56 Million 1.17% of portfolio
41,402
Q1 2025 Added 0.65%
$0
$1.54 Million 1.15% of portfolio
10,676
Q1 2025 Reduced 4.33%
$65.7B
$1.45 Million 1.08% of portfolio
7,172
Q1 2025 Added 3.24%
$107B
$1.41 Million 1.05% of portfolio
4,883
Q1 2025 Added 8.92%
$0
$1.4 Million 1.05% of portfolio
10,890
Q1 2025 Reduced 3.36%
$0
$1.38 Million 1.03% of portfolio
7,958
Q1 2025 Added 1.27%
$0
$1.34 Million 1.0% of portfolio
18,096
Q1 2025 Added 5.23%
$0
$1.3 Million 0.97% of portfolio
6,110
Q1 2025 Reduced 1.58%
$246B
$1.2 Million 0.9% of portfolio
11,089
Q1 2025 Added 2.01%
$0
$1.2 Million 0.9% of portfolio
54,720
Q1 2025 Added 7.38%
$0
$1.19 Million 0.89% of portfolio
2,187
Q1 2025 Reduced 4.29%
$0
$1.17 Million 0.87% of portfolio
4,785
Q3 2024 Reduced 5.9%
$0
$1.14 Million 0.85% of portfolio
17,750
Q1 2025 Added 1.81%
$0
$1.08 Million 0.81% of portfolio
6,787
Q1 2025 Added 4.46%
$412B
$1.05 Million 0.78% of portfolio
6,315
Q1 2025 Reduced 1.25%
$433B
$1.02 Million 0.76% of portfolio
1,080
Q1 2025 Reduced 0.92%
$0
$1.01 Million 0.75% of portfolio
4,885
Q1 2025 Added 4.27%
$269B
$991,000 0.74% of portfolio
5,926
Q1 2025 Reduced 2.31%
$0
$978,000 0.73% of portfolio
6,968
Q1 2025 Added 0.8%
$0
$964,000 0.72% of portfolio
7,185
Q3 2024 Reduced 1.44%
$0
$947,000 0.71% of portfolio
18,098
Q1 2025 Added 7.74%
$24.1B
$935,000 0.7% of portfolio
10,870
Q1 2025 Added 6.57%
$0
$937,000 0.7% of portfolio
31,585
Q1 2025 Reduced 9.68%
$42.8B
$918,000 0.69% of portfolio
6,410
Q1 2025 Reduced 10.6%
$0
$844,000 0.63% of portfolio
16,474
Q1 2025 Reduced 0.52%
$0
$834,000 0.62% of portfolio
16,400
Q1 2025 Added 7.89%
$685B
$803,000 0.6% of portfolio
1,508
Q3 2024 Reduced 0.07%
$468B
$798,000 0.6% of portfolio
1
Q4 2019 New
$0
$778,000 0.58% of portfolio
31,190
Q1 2025 Added 16.71%

Summary

  • Portfolio
  • No. of Stocks 143
  • Current Value $134 Million
  • Prior Value $133 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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