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 Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$371,000 0.26% of portfolio
11,723
Q2 2025 Added 2.47%
$0
$314,000 0.22% of portfolio
22,670
Q2 2025 Reduced 4.5%
$0
$121,000 0.08% of portfolio
10,211
Q2 2024 Reduced 6.63%
$0
$121,000 0.08% of portfolio
10,767
Q1 2024 New

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
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