American Institute For Advanced Investment Management, LLP Reduced Holdings in Q1 2025

American Institute For Advanced Investment Management, LLP

  • $134 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
INDA
Ishares Msci India Index Fund

ETFs
-16.1K
- 80.24%
$47.8 - $53.4 $771K - $861K
3.97K $204K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-17.9K
- 79.08%
$42.4 - $44.11 $759K - $790K
4.74K $207K
SPY
Spdr S&P 500 ETF Trust

ETFs
-817
- 7.73%
$551.42 - $612.93 $451K - $501K
9.75K $5.45M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-7.94K
- 57.3%
$67.24 - $84.27 $534K - $669K
5.92K $403K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
-14.3K
- 51.5%
$32.49 - $37.99 $465K - $544K
13.5K $451K
AMZN
Amazon Com Inc

Consumer Cyclical
-670
- 5.52%
$190.26 - $242.06 $127K - $162K
11.5K $2.18M
MSFT
Microsoft Corp

Technology
-70
- 0.73%
$375.39 - $447.2 $26.3K - $31.3K
9.48K $3.56M
IWM
Ishares Russell 2000 ETF

ETFs
-535
- 4.37%
$198.1 - $229.79 $106K - $123K
11.7K $2.33M
DLR
Digital Realty Trust, Inc.

Real Estate
-760
- 10.6%
$142.1 - $183.56 $108K - $140K
6.41K $918K
VTI
Vanguard Total Stock Market Et

ETFs
-539
- 4.39%
$271.18 - $303.12 $146K - $163K
11.7K $3.21M
VGT
Vanguard Information Technolog

ETFs
-98
- 4.29%
$542.38 - $646.34 $53.2K - $63.3K
2.19K $1.19M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-98
- 1.58%
$211.47 - $267.17 $20.7K - $26.2K
6.11K $1.3M
KBE
Spdr S&P Bank ETF

ETFs
-2.54K
- 38.79%
$51.28 - $59.92 $130K - $152K
4K $210K
FYX
First Tr Small Cap Core Alphad

ETFs
-1.02K
- 30.0%
$89.26 - $104.61 $91K - $107K
2.38K $214K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-3.39K
- 9.68%
$29.34 - $31.31 $99.3K - $106K
31.6K $937K
MCHP
Microchip Technology Inc

Technology
-225
- 1.79%
$48.41 - $64.3 $10.9K - $14.5K
12.4K $599K
RZV
Invesco Fd Tr

ETFs
-372
- 5.79%
$96.48 - $115.16 $35.9K - $42.8K
6.05K $598K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-127
- 12.05%
$507.05 - $563.67 $64.4K - $71.6K
927 $476K
ORCL
Oracle Corp

Technology
-117
- 4.49%
$139.81 - $186.47 $16.4K - $21.8K
2.49K $347K
ET
Energy Transfer LP

Energy
-3.1K
- 10.26%
$17.26 - $21.08 $53.4K - $65.2K
27.1K $503K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-255
- 19.1%
$192.82 - $222.1 $49.2K - $56.6K
1.08K $208K
ETN
Eaton Corp PLC

Industrials
-13
- 1.17%
$271.83 - $371.23 $3.53K - $4.83K
1.1K $298K
FJP
First Trust Japan Alphadex Fun

ETFs
-2K
- 12.82%
$49.98 - $57.59 $100K - $115K
13.6K $745K
SOXX
Ishares Semiconductor ETF

ETFs
-80
- 4.94%
$188.17 - $235.81 $15.1K - $18.9K
1.54K $289K
FTA
First Tr Large Cap Value

ETFs
-680
- 8.69%
$74.42 - $80.34 $50.6K - $54.6K
7.15K $548K
VHT
Vanguard Health Care ETF

ETFs
-240
- 15.94%
$254.06 - $273.83 $61K - $65.7K
1.27K $332K
MRK
Merck & Co., Inc.

Healthcare
-45
- 1.14%
$83.01 - $101.02 $3.74K - $4.55K
3.89K $348K
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-86
- 0.52%
$50.25 - $55.9 $4.32K - $4.81K
16.5K $844K
VIG
Vanguard Dividend Appreciation

ETFs
-175
- 1.0%
N/A
17.4K $3.17M
CWCO
Consolidated Water Co. Ltd.

Utilities
-700
- 6.8%
$23.77 - $29.18 $16.6K - $20.4K
9.6K $234K
WMT
Walmart Inc.

Consumer Defensive
-165
- 2.73%
$84.5 - $105.05 $13.9K - $17.3K
5.89K $516K
PEP
Pepsico Inc

Consumer Defensive
-145
- 6.09%
$142.64 - $156.42 $20.7K - $22.7K
2.23K $334K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
-1K
- 3.44%
$20.64 - $20.73 $20.6K - $20.7K
28K $579K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
-200
- 3.97%
$106.46 - $114.75 $21.3K - $23K
4.84K $536K
PLTR
Palantir Technologies Inc.

Technology
-450
- 13.85%
$64.98 - $124.62 $29.2K - $56.1K
2.8K $236K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-170
- 3.2%
$42.5 - $46.71 $7.23K - $7.94K
5.14K $232K
XLV
Select Sector Spdr Fund Health

ETFs
-483
- 4.33%
$137.61 - $149.68 $66.5K - $72.3K
10.7K $1.54M
FTCS
First Trust Capital Strength E

ETFs
-39
- 0.53%
$86.39 - $91.35 $3.37K - $3.56K
7.38K $661K
EPD
Enterprise Products Partners L.P.

Energy
-835
- 5.7%
$31.75 - $34.14 $26.5K - $28.5K
13.8K $471K
COST
Costco Wholesale Corp

Consumer Defensive
-10
- 0.92%
$890.62 - $1076.86 $8.91K - $10.8K
1.08K $1.02M
VDE
Vanguard Energy ETF

ETFs
-379
- 3.36%
$119.14 - $132.76 $45.2K - $50.3K
10.9K $1.4M
IBM
International Business Machines Corp

Technology
-40
- 2.53%
$217.4 - $264.74 $8.7K - $10.6K
1.54K $382K
PM
Philip Morris International Inc.

Consumer Defensive
-200
- 11.42%
$117.15 - $158.79 $23.4K - $31.8K
1.55K $246K
ABT
Abbott Laboratories

Healthcare
-111
- 3.92%
$111.1 - $140.22 $12.3K - $15.6K
2.72K $360K
CVX
Chevron Corp

Energy
-140
- 2.31%
$146.71 - $167.97 $20.5K - $23.5K
5.93K $991K
JNJ
Johnson & Johnson

Healthcare
-80
- 1.25%
$142.06 - $167.7 $11.4K - $13.4K
6.32K $1.05M
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
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