American Institute For Advanced Investment Management, LLP Portfolio Holdings

American Institute For Advanced Investment Management, LLP

  • $157 Million
  • Q3 2025

American Institute For Advanced Investment Management, LLP has filed its 13F form on November 03, 2025 for Q3 2025 where it was disclosed a total value porftolio of $157 Million distributed in 147 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 $12.3M, Home Depot, Inc. with a value of $6.65M, Ishares Russell 1000 Val ETF with a value of $6.53M, Spdr S&P 500 ETF Trust with a value of $6.43M, and Apple Inc. with a value of $5.66M.

Examining the 13F form we can see an increase of $13.8M in the current position value, from $144M to 157M.

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

Portfolio value $157 Million
ETFs: $107 Million
Technology: $16.4 Million
Consumer Cyclical: $9.85 Million
Healthcare: $6.74 Million
Industrials: $4.33 Million
Financial Services: $3.71 Million
Consumer Defensive: $2.65 Million
Utilities: $2.48 Million
Other: $4.72 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$526M
$307,000 0.2% of portfolio
8,720
Q3 2025 Reduced 4.39%

Summary

  • Portfolio
  • No. of Stocks 147
  • Current Value $157 Million
  • Prior Value $144 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 03, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 5 stocks
  • Additional Purchases 32 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 66 stocks
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