American Institute For Advanced Investment Management, LLP Incresed Positions in Q1 2025

American Institute For Advanced Investment Management, LLP

  • $134 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
11.6K
+ 99.84%
$113.13 - $127.79 $1.31M - $1.48M
23.2K $2.63M
VTV
Vanguard Value ETF

ETFs
2.17K
+ 22.52%
$167.73 - $179.21 $365K - $390K
11.8K $2.02M
GLD
Spdr Gold Trust

ETFs
400
+ 8.92%
$243.19 - $288.14 $97.3K - $115K
4.88K $1.41M
ABBV
Abb Vie Inc.

Healthcare
215
+ 2.78%
$169.2 - $216.66 $36.4K - $46.6K
7.94K $1.66M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
13.2K
+ 79.65%
$20.05 - $20.4 $265K - $269K
29.8K $606K
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
2.57K
+ 7.41%
$100.32 - $100.76 $257K - $258K
37.2K $3.74M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.72K
+ 84.11%
$126.11 - $135.06 $217K - $232K
3.77K $480K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
10.2K
+ 95.73%
$18.18 - $18.58 $185K - $189K
20.8K $386K
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
6.61K
+ 22.17%
$19.43 - $19.62 $128K - $130K
36.4K $713K
IWD
Ishares Russell 1000 Val ETF

ETFs
475
+ 1.45%
$182.82 - $196.21 $86.8K - $93.2K
33.3K $6.2M
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
2.51K
+ 17.8%
$38.99 - $40.37 $97.9K - $101K
16.6K $668K
CB
Chubb LTD

Financial Services
260
+ 21.31%
$257.71 - $301.99 $67K - $78.5K
1.48K $446K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
4.47K
+ 16.71%
$24.66 - $26.1 $110K - $117K
31.2K $778K
WM
Waste Management Inc

Industrials
165
+ 8.42%
$200.54 - $233.78 $33.1K - $38.6K
2.13K $491K
JHSC
John Hancock ETF Tr Multifacto

ETFs
5.38K
+ 13.56%
$36.26 - $41.89 $195K - $225K
45K $1.67M
JPM
Jpmorgan Chase & CO

Financial Services
300
+ 22.42%
$225.19 - $279.95 $67.6K - $84K
1.64K $401K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.3K
+ 7.74%
$51.52 - $52.37 $67K - $68.1K
18.1K $947K
PPA
Invesco Exchange Traded Fd Tr

ETFs
452
+ 3.11%
$113.59 - $123.29 $51.3K - $55.7K
15K $1.75M
IEF
Ishares Barclays

ETFs
648
+ 12.44%
$91.17 - $95.39 $59.1K - $61.8K
5.86K $558K
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
3.57K
+ 12.41%
$19.42 - $19.54 $69.3K - $69.8K
32.3K $629K
NEAR
Blackrock Short Maturity Bond

ETFs
1.2K
+ 7.89%
$50.4 - $50.89 $60.5K - $61.1K
16.4K $834K
QQQ
Invesco Qqq Trust, Series 1

ETFs
240
+ 22.33%
$468.34 - $539.52 $112K - $129K
1.32K $616K
VO
Vanguard Mid Cap ETF

ETFs
310
+ 13.15%
$251.87 - $277.95 $78.1K - $86.2K
2.67K $685K
XOM
Exxon Mobil Corp

Energy
225
+ 11.25%
$105.44 - $118.93 $23.7K - $26.8K
2.23K $264K
LDUR
Pimco Enhanced Low Duration Ac

ETFs
450
+ 11.33%
$94.87 - $96.11 $42.7K - $43.2K
4.42K $424K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
560
+ 12.64%
$58.32 - $65.09 $32.7K - $36.5K
4.99K $300K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
472
+ 5.81%
$33.84 - $37.77 $16K - $17.8K
8.6K $315K
XLI
Industrial Sector Spdr

ETFs
320
+ 10.06%
$128.78 - $141.67 $41.2K - $45.3K
3.5K $455K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
574
+ 5.9%
$62.72 - $71.92 $36K - $41.3K
10.3K $648K
VOE
Vanguard Mid Cap Value Index F

ETFs
290
+ 4.46%
$156.61 - $168.02 $45.4K - $48.7K
6.79K $1.08M
RFG
Invesco Exchange Traded Fd Tr

ETFs
977
+ 17.81%
$43.07 - $51.51 $42.1K - $50.3K
6.46K $283K
FTHI
First Trust Exchange Traded Fd

ETFs
3.76K
+ 7.38%
$21.62 - $23.74 $81.3K - $89.3K
54.7K $1.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
20
+ 0.23%
$76.94 - $78.28 $1.54K - $1.57K
8.59K $672K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.42K
+ 4.01%
$19.04 - $20.15 $27.1K - $28.7K
36.9K $702K
FPE
First Tr Pfd Secs & Income ETF

ETFs
550
+ 2.29%
$17.53 - $17.87 $9.64K - $9.83K
24.6K $432K
RSP
Invesco S&P 500 Equal Weight E

ETFs
100
+ 1.27%
$169.43 - $182.84 $16.9K - $18.3K
7.96K $1.38M
MLM
Martin Marietta Materials Inc

Basic Materials
40
+ 6.45%
$460.39 - $552.64 $18.4K - $22.1K
660 $315K
PHO
Invesco Exchange Traded Fd Tr

ETFs
315
+ 1.81%
$63.77 - $68.75 $20.1K - $21.7K
17.8K $1.14M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
485
+ 8.19%
$102.49 - $119.96 $49.7K - $58.2K
6.41K $670K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
1.14K
+ 5.04%
$13.21 - $14.63 $15K - $16.7K
23.7K $313K
GOOG
Alphabet Inc.

Communication Services
141
+ 11.75%
$156.06 - $207.71 $22K - $29.3K
1.34K $209K
HD
Home Depot, Inc.

Consumer Cyclical
205
+ 4.84%
$347.25 - $424.87 $71.2K - $87.1K
4.44K $1.63M
GOOGL
Alphabet Inc.

Communication Services
451
+ 12.62%
$154.33 - $206.19 $69.6K - $93K
4.03K $622K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
900
+ 5.23%
$73.27 - $96.21 $65.9K - $86.6K
18.1K $1.34M
XLK
Technology Sector Spdr

ETFs
200
+ 4.27%
$206.38 - $242.18 $41.3K - $48.4K
4.89K $1.01M
PAVE
Global X Fds Us Infrastructure

ETFs
267
+ 0.65%
$37.31 - $43.82 $9.96K - $11.7K
41.4K $1.56M
CEG
Constellation Energy Corp

Utilities
225
+ 3.24%
$201.63 - $347.44 $45.4K - $78.2K
7.17K $1.45M
IYW
Ishares Dj Us Tech ETF

ETFs
55
+ 0.8%
$140.44 - $166.79 $7.72K - $9.17K
6.97K $978K
VUG
Vanguard Growth ETF

ETFs
282
+ 4.66%
$369.1 - $427.61 $104K - $121K
6.34K $2.35M
Activity Summary
Buys All Purchases 70 New Holdings 15 Increased Positions 55 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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