American Institute For Advanced Investment Management, LLP Portfolio Holdings

American Institute For Advanced Investment Management, LLP

  • $134 Million
  • Q1 2025

American Institute For Advanced Investment Management, LLP has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $134 Million distributed in 143 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 $9.66M, Ishares Russell 1000 Val ETF with a value of $6.2M, Spdr S&P 500 ETF Trust with a value of $5.45M, Apple Inc. with a value of $5.02M, and Pimco ETF Tr Enhanced Sht Matu with a value of $3.74M.

Examining the 13F form we can see an increase of $486K in the current position value, from $133M to 134M.

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

Portfolio value $134 Million
ETFs: $93.3 Million
Technology: $12.3 Million
Healthcare: $6.46 Million
Consumer Cyclical: $4.22 Million
Financial Services: $3.66 Million
Industrials: $3.56 Million
Consumer Defensive: $2.98 Million
Energy: $2.46 Million
Other: $4.68 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 143
  • Current Value $134 Million
  • Prior Value $133 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 15 stocks
  • Additional Purchases 55 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 47 stocks
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