American Institute For Advanced Investment Management, LLP Portfolio Holdings

American Institute For Advanced Investment Management, LLP

  • $157 Million
  • Q3 2025

American Institute For Advanced Investment Management, LLP has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Million distributed in 147 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 $12.3M, Home Depot, Inc. with a value of $6.65M, Ishares Russell 1000 Val ETF with a value of $6.53M, Spdr S&P 500 ETF Trust with a value of $6.43M, and Apple Inc. with a value of $5.66M.

Examining the 13F form we can see an increase of $13.8M in the current position value, from $144M to 157M.

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

Portfolio value $157 Million
ETFs: $107 Million
Technology: $16.4 Million
Consumer Cyclical: $9.85 Million
Healthcare: $6.74 Million
Industrials: $4.33 Million
Financial Services: $3.71 Million
Consumer Defensive: $2.65 Million
Utilities: $2.48 Million
Other: $4.72 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$12.3 Million 7.83% of portfolio
26,291
Q3 2025 Reduced 2.64%
$380B
$6.65 Million 4.22% of portfolio
16,409
Q3 2025 Added 269.99%
$0
$6.53 Million 4.15% of portfolio
32,069
Q3 2025 Reduced 4.82%
$0
$6.43 Million 4.09% of portfolio
9,653
Q3 2025 Reduced 1.54%
$4.31T
$5.66 Million 3.6% of portfolio
22,242
Q3 2025 Reduced 1.42%
$3.7T
$4.78 Million 3.04% of portfolio
9,225
Q3 2025 Reduced 2.47%
$0
$3.83 Million 2.43% of portfolio
11,658
Q3 2025 Reduced 0.16%
$0
$3.67 Million 2.33% of portfolio
36,409
Q3 2025 Reduced 1.44%
$0
$3.11 Million 1.98% of portfolio
17,093
Q3 2025 Reduced 0.95%
$0
$3.05 Million 1.94% of portfolio
6,361
Q3 2025 Reduced 0.39%
$38.4B
$2.77 Million 1.76% of portfolio
14,946
Q3 2025 Added 1.08%
$0
$2.69 Million 1.71% of portfolio
11,123
Q3 2025 Reduced 3.1%
$0
$2.61 Million 1.66% of portfolio
17,259
Q3 2025 Reduced 34.97%
$2.49T
$2.47 Million 1.57% of portfolio
11,240
Q3 2025 Reduced 1.64%
$0
$2.32 Million 1.48% of portfolio
17,111
Q3 2025 Added 2.27%
$0
$2.31 Million 1.47% of portfolio
14,879
Q3 2025 Reduced 2.36%
$0
$2.22 Million 1.41% of portfolio
3,731
Q3 2025 Reduced 1.32%
$127B
$2.18 Million 1.39% of portfolio
6,139
Q3 2025 Added 16.96%
$117B
$2.18 Million 1.38% of portfolio
6,617
Q3 2025 Reduced 2.22%
$469B
$2.15 Million 1.37% of portfolio
11,529
Q3 2025 Reduced 2.12%
$0
$1.93 Million 1.23% of portfolio
40,539
Q3 2025 Reduced 1.87%
$0
$1.87 Million 1.19% of portfolio
44,677
Q3 2025 Reduced 0.59%
$75.4B
$1.78 Million 1.13% of portfolio
6,840
Q4 2024 Reduced 13.33%
$387B
$1.78 Million 1.13% of portfolio
7,684
Q3 2025 Reduced 3.15%
$0
$1.66 Million 1.06% of portfolio
2,226
Q3 2025 Added 2.16%
$0
$1.6 Million 1.02% of portfolio
29,755
Q3 2025 Reduced 0.5%
$0
$1.53 Million 0.97% of portfolio
8,054
Q2 2025 Added 1.21%
$0
$1.43 Million 0.91% of portfolio
10,287
Q3 2025 Reduced 3.6%
$0
$1.4 Million 0.89% of portfolio
4,777
Q2 2025 Reduced 0.17%
$0
$1.34 Million 0.85% of portfolio
4,750
Q2 2025 Reduced 2.76%
$0
$1.32 Million 0.84% of portfolio
6,733
Q2 2025 Reduced 3.37%
$0
$1.3 Million 0.83% of portfolio
3,994
Q3 2025 Added 5.11%
$0
$1.25 Million 0.8% of portfolio
17,370
Q3 2025 Reduced 0.71%
$0
$1.23 Million 0.78% of portfolio
51,815
Q3 2025 Reduced 3.73%
$488B
$1.2 Million 0.76% of portfolio
6,485
Q3 2025 Added 0.93%
$0
$1.18 Million 0.75% of portfolio
6,774
Q2 2025 Reduced 0.19%
$0
$1.09 Million 0.69% of portfolio
22,140
Q3 2025 Added 333.69%
$408B
$1.01 Million 0.64% of portfolio
1,090
Q3 2025 Reduced 0.46%
$0
$1.01 Million 0.64% of portfolio
7,185
Q3 2024 Reduced 1.44%
$0
$985,000 0.63% of portfolio
18,578
Q3 2025 Added 5.78%
$0
$988,000 0.63% of portfolio
16,180
Q3 2025 Added 89.46%
$0
$952,000 0.61% of portfolio
11,936
Q3 2025 Added 137.06%
$142B
$935,000 0.59% of portfolio
2,835
Q1 2025 Added 1.25%
$1.67T
$891,000 0.57% of portfolio
3,668
Q3 2025 Reduced 4.28%
$0
$897,000 0.57% of portfolio
32,472
Q3 2025 Added 6.21%
$0
$902,000 0.57% of portfolio
16,474
Q1 2025 Reduced 0.52%
$0
$872,000 0.55% of portfolio
26,110
Q3 2025 Reduced 15.39%
$0
$827,000 0.53% of portfolio
1,379
Q3 2025 Added 5.27%
$30.3B
$822,000 0.52% of portfolio
8,065
Q3 2025 Reduced 12.76%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $157 Million
  • Prior Value $144 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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