American Institute For Advanced Investment Management, LLP Portfolio Holdings

American Institute For Advanced Investment Management, LLP

  • $144 Million
  • Q2 2025

American Institute For Advanced Investment Management, LLP has filed its 13F form on August 05, 2025 for Q2 2025 where it was disclosed a total value porftolio of $144 Million distributed in 146 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 $11.5M, Ishares Russell 1000 Val ETF with a value of $6.54M, Spdr S&P 500 ETF Trust with a value of $6.06M, Microsoft Corp with a value of $4.71M, and Apple Inc. with a value of $4.63M.

Examining the 13F form we can see an increase of $9.94M in the current position value, from $134M to 144M.

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

Portfolio value $144 Million
ETFs: $99.8 Million
Technology: $14.9 Million
Healthcare: $6.18 Million
Consumer Cyclical: $4.78 Million
Industrials: $4.04 Million
Financial Services: $3.67 Million
Consumer Defensive: $3.01 Million
Utilities: $2.46 Million
Other: $4.75 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$11.5 Million 7.99% of portfolio
27,005
Q2 2025 Added 0.78%
$0
$6.54 Million 4.56% of portfolio
33,693
Q2 2025 Added 1.2%
$0
$6.06 Million 4.22% of portfolio
9,804
Q2 2025 Added 0.55%
$3.91T
$4.71 Million 3.28% of portfolio
9,459
Q2 2025 Reduced 0.26%
$3.43T
$4.63 Million 3.22% of portfolio
22,562
Q2 2025 Reduced 0.22%
$0
$3.71 Million 2.59% of portfolio
36,941
Q2 2025 Reduced 0.67%
$0
$3.69 Million 2.57% of portfolio
26,540
Q2 2025 Added 14.27%
$0
$3.55 Million 2.47% of portfolio
11,677
Q2 2025 Reduced 0.42%
$0
$3.14 Million 2.19% of portfolio
17,257
Q2 2025 Reduced 0.85%
$0
$2.8 Million 1.95% of portfolio
6,386
Q2 2025 Added 0.79%
$38.4B
$2.74 Million 1.91% of portfolio
14,787
Q2 2025 Added 1.09%
$2.26T
$2.51 Million 1.75% of portfolio
11,427
Q2 2025 Reduced 0.39%
$0
$2.48 Million 1.73% of portfolio
11,479
Q2 2025 Reduced 1.84%
$112B
$2.18 Million 1.52% of portfolio
6,767
Q2 2025 Reduced 5.65%
$0
$2.15 Million 1.5% of portfolio
12,179
Q2 2025 Added 2.98%
$0
$2.16 Million 1.5% of portfolio
15,238
Q2 2025 Added 1.63%
$0
$1.86 Million 1.3% of portfolio
16,731
Q2 2025 Reduced 7.54%
$447B
$1.86 Million 1.3% of portfolio
11,779
Q2 2025 Added 6.22%
$0
$1.8 Million 1.25% of portfolio
41,312
Q2 2025 Reduced 0.22%
$0
$1.75 Million 1.22% of portfolio
44,940
Q2 2025 Reduced 0.19%
$79.1B
$1.69 Million 1.18% of portfolio
6,840
Q4 2024 Reduced 13.33%
$396B
$1.63 Million 1.13% of portfolio
4,435
Q2 2025 Reduced 0.11%
$107B
$1.6 Million 1.11% of portfolio
5,249
Q2 2025 Added 7.5%
$0
$1.57 Million 1.09% of portfolio
29,905
Q2 2025 Reduced 13.43%
$347B
$1.47 Million 1.03% of portfolio
7,934
Q2 2025 Reduced 0.13%
$0
$1.46 Million 1.02% of portfolio
8,054
Q2 2025 Added 1.21%
$0
$1.45 Million 1.01% of portfolio
2,179
Q2 2025 Reduced 0.37%
$0
$1.44 Million 1.0% of portfolio
10,671
Q2 2025 Reduced 0.05%
$0
$1.36 Million 0.95% of portfolio
4,777
Q2 2025 Reduced 0.17%
$0
$1.23 Million 0.86% of portfolio
53,820
Q2 2025 Reduced 1.64%
$0
$1.22 Million 0.85% of portfolio
17,495
Q2 2025 Reduced 1.44%
$0
$1.2 Million 0.84% of portfolio
4,750
Q2 2025 Reduced 2.76%
$0
$1.17 Million 0.81% of portfolio
6,733
Q2 2025 Reduced 3.37%
$0
$1.11 Million 0.78% of portfolio
6,774
Q2 2025 Reduced 0.19%
$429B
$1.08 Million 0.75% of portfolio
1,095
Q2 2025 Added 1.39%
$0
$1.06 Million 0.74% of portfolio
3,800
Q2 2025 Reduced 37.81%
$0
$1.07 Million 0.74% of portfolio
8,951
Q2 2025 Reduced 17.81%
$0
$981,000 0.68% of portfolio
30,860
Q2 2025 Reduced 2.3%
$0
$975,000 0.68% of portfolio
7,185
Q3 2024 Reduced 1.44%
$446B
$981,000 0.68% of portfolio
6,425
Q2 2025 Added 1.74%
$26.2B
$948,000 0.66% of portfolio
9,245
Q2 2025 Reduced 14.95%
$0
$926,000 0.65% of portfolio
17,563
Q2 2025 Reduced 2.96%
$0
$836,000 0.58% of portfolio
16,474
Q1 2025 Reduced 0.52%
$0
$838,000 0.58% of portfolio
16,400
Q1 2025 Added 7.89%
$36.6B
$833,000 0.58% of portfolio
11,839
Q2 2025 Reduced 4.32%
$0
$803,000 0.56% of portfolio
10,635
Q2 2025 Added 3.25%
$0
$811,000 0.56% of portfolio
30,572
Q2 2025 Reduced 1.98%
$0
$795,000 0.55% of portfolio
40,461
Q2 2025 Added 11.08%
$122B
$781,000 0.54% of portfolio
2,835
Q1 2025 Added 1.25%

Summary

  • Portfolio
  • No. of Stocks 146
  • Current Value $144 Million
  • Prior Value $134 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 05, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 11 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 56 stocks
Track This Portfolio

Track American Institute For Advanced Investment Management, LLP Portfolio

Follow American Institute For Advanced Investment Management, LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Institute For Advanced Investment Management, LLP, based on Form 13F filings with the SEC.

News

Stay updated on American Institute For Advanced Investment Management, LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email