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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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