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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.36T
$364,000 0.23% of portfolio
820
Q2 2025 New
$149B
$369,000 0.23% of portfolio
987
Q3 2025 Reduced 9.2%
$0
$349,000 0.22% of portfolio
10,273
Q3 2025 Reduced 12.37%
$0
$334,000 0.21% of portfolio
6,572
Q3 2025 Reduced 1.35%
$0
$337,000 0.21% of portfolio
16,139
Q3 2025 Added 8.32%
$1.7T
$326,000 0.21% of portfolio
1,341
Q1 2025 Added 11.75%
$0
$323,000 0.21% of portfolio
22,670
Q2 2025 Reduced 4.5%
$0
$316,000 0.2% of portfolio
13,695
Q3 2025 Added 13.7%
$526M
$307,000 0.2% of portfolio
8,720
Q3 2025 Reduced 4.39%
$219B
$322,000 0.2% of portfolio
3,842
Q3 2025 Reduced 1.16%
$0
$320,000 0.2% of portfolio
1,183
Q3 2025 Added 3.5%
$0
$309,000 0.2% of portfolio
2,181
Q4 2024 Reduced 3.32%
$0
$293,000 0.19% of portfolio
4,890
Q3 2025 Reduced 2.0%
$130B
$294,000 0.19% of portfolio
1,400
Q1 2024 Reduced 16.32%
$0
$293,000 0.19% of portfolio
5,408
Q2 2025 Added 5.25%
$878B
$305,000 0.19% of portfolio
400
Q3 2023 New
$0
$271,000 0.17% of portfolio
1,097
Q2 2025 Added 1.57%
$0
$256,000 0.16% of portfolio
2,320
Q3 2025 Added 6.67%
$238B
$251,000 0.16% of portfolio
1,551
Q3 2025 Reduced 10.14%
$0
$245,000 0.16% of portfolio
2,745
Q3 2025 Reduced 48.31%
$0
$245,000 0.16% of portfolio
1,915
Q2 2025 Reduced 60.39%
$0
$231,000 0.15% of portfolio
6,040
Q3 2025 Reduced 8.07%
$295B
$240,000 0.15% of portfolio
900
Q3 2024 New
$18.8B
$242,000 0.15% of portfolio
1,180
Q2 2025 Added 9.26%
$0
$242,000 0.15% of portfolio
7,600
Q2 2025 New
$0
$240,000 0.15% of portfolio
5,433
Q3 2025 Reduced 9.87%
$0
$231,000 0.15% of portfolio
9,500
Q1 2025 New
$198B
$226,000 0.14% of portfolio
1,108
Q3 2025 New
$260B
$213,000 0.14% of portfolio
1,273
Q3 2025 New
$0
$227,000 0.14% of portfolio
876
Q3 2025 Reduced 17.82%
$74.3B
$224,000 0.14% of portfolio
6,320
Q2 2025 New
$0
$227,000 0.14% of portfolio
4,500
Q2 2025 Reduced 19.64%
$489B
$225,000 0.14% of portfolio
2,000
Q2 2025 Reduced 10.11%
$0
$220,000 0.14% of portfolio
1,755
Q2 2025 Reduced 46.49%
$0
$208,000 0.13% of portfolio
1,915
Q3 2025 New
$0
$201,000 0.13% of portfolio
2,430
Q3 2025 Reduced 10.0%
$0
$200,000 0.13% of portfolio
11,840
Q3 2025 New
$0
$200,000 0.13% of portfolio
3,063
Q3 2025 New
$0
$157,000 0.1% of portfolio
3,875
Q2 2025 New
$0
$125,000 0.08% of portfolio
10,211
Q2 2024 Reduced 6.63%
$0
$125,000 0.08% of portfolio
10,767
Q1 2024 New
Global X Fds
-
$0 0.0% of portfolio
-
Q3 2025 Added 68.7%
-
$0 0.0% of portfolio
-
Q1 2025 New
First Tr Exchange Traded Fd
-
$0 0.0% of portfolio
-
Q3 2025 Added 47.37%
Fibrobiologics Inc
-
$0 0.0% of portfolio
-
Q2 2024 New
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 1.64%

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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