American Institute for Advanced Investment Management, LLP

CIK 0001805824 • 6 13F filings • Apr 17, 2025 – Jul 22, 2026

Import this data to Google Sheets with:

=jivedata("american-institute-for-advanced-investment-management-llp","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by: American Institute for Advanced Investment Management, LLP, Chief Compliance Officer
Address: 7337 E Doubletree Ranch Rd. Ste 195, Scottsdale, AZ, 85258
Phone: 4803461556
AUM: $155.6M

AUM over time

$173.1M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $155.6M146 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$350K	0.2%Prev: 0.2%	2,799 SH	Decreased+78 SH
ABBVIE INC	COM	$1.7M	1.1%Prev: 1.2%	7,659 SH	Decreased-25 SH
ALPHABET INC	CAP STK CL A	$1.1M	0.7%Prev: 0.6%	3,721 SH	Increased+53 SH
ALPHABET INC	CAP STK CL C	$409K	0.3%Prev: 0.2%	1,301 SH	Increased-40 SH
ALTRIA GROUP INC	COM	$332K	0.2%Prev: 0.2%	5,765 SH	Decreased
AMAZON COM INC	COM	$2.5M	1.6%Prev: 1.6%	10,876 SH	Increased-364 SH
APPLE INC	COM	$5.7M	3.7%Prev: 3.7%	21,211 SH	Increased-1,031 SH
APPLIED MATLS INC	COM	$285K	0.2%Prev: 0.1%	1,108 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL A	$755K	0.5%Prev: 0.5%	1 SH	Increased
BERKSHIRE HATHAWAY INC DEL	CL B NEW	$758K	0.5%Prev: 0.5%	1,508 SH	Decreased
BLACKROCK UTILS	COM	$491K	0.3%	19,040 SH	New
BLUEROCK PVT REAL ESTATE FD	COM	$251K	0.2%	16,732 SH	New
BROADCOM INC	COM	$931K	0.6%Prev: 0.6%	2,692 SH	Decreased-143 SH
CATERPILLAR INC	COM	$545K	0.4%Prev: 0.3%	949 SH	Increased+19 SH
CENCORA INC	COM	$243K	0.2%Prev: 0.1%	18,975 SH	Increased+4,029 SH
CHEVRON CORP NEW	COM	$425K	0.3%Prev: 0.3%	2,786 SH	Decreased-335 SH
CHUBB LIMITED	COM	$383K	0.2%Prev: 0.3%	1,240 SH	Decreased-135 SH
CONSOLIDATED WATER CO INC	ORD	$305K	0.2%Prev: 0.2%	8,630 SH	Decreased-90 SH
CONSTELLATION ENERGY CORP	COM	$2.2M	1.4%Prev: 1.4%	6,246 SH	Increased-371 SH
COSTCO WHSL CORP NEW	COM	$960K	0.6%Prev: 0.7%	1,111 SH	Decreased+21 SH
CSX CORP	COM	$229K	0.1%Prev: 0.1%	6,320 SH	Increased
DIGITAL RLTY TR INC	COM	$434K	0.3%Prev: 0.4%	2,805 SH	Decreased-885 SH
EATON CORP PLC	SHS	$294K	0.2%Prev: 0.2%	917 SH	Decreased-70 SH
EATON VANCE TAX-MANAGED	COM	$427K	0.3%	27,670 SH	New
ELI LILLY & CO	COM	$430K	0.3%Prev: 0.2%	400 SH	Increased
ENERGY TRANSFER L P	COM UT LTD PTN	$214K	0.1%Prev: 0.3%	12,989 SH	Decreased-12,113 SH
ENTERPRISE PRODS PARTNERS L	COM	$451K	0.3%Prev: 0.3%	14,035 SH	Decreased-1,600 SH
EQT CORP	COM	$255K	0.2%	4,795 SH	New
ETF SER SOLUTIONS	DEFIANCE CONNECT	$247K	0.2%Prev: 0.2%	3,875 SH	Increased
EXCHANGE TRADED CONCEPTS	ROBO GLB ETF	$204K	0.1%	2,923 SH	New
EXXON MOBIL CORP	COM	$239K	0.2%Prev: 0.1%	1,985 SH	Increased-15 SH
FIBROBIOLOGICS INC	COM SHS	$20K	0.0%Prev: 0.0%	88,206 SH	Decreased
FIRST TR EXCH TRADED FD III	INSTL PFD SECS	$531K	0.3%Prev: 0.3%	27,365 SH	Decreased-235 SH
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$491K	0.3%Prev: 0.3%	26,975 SH	Decreased
FIRST TR EXCH TRD ALPHDX FD	JAPAN ALPHADEX	$794K	0.5%Prev: 0.5%	11,810 SH	Increased-40 SH
FIRST TR EXCHANGE TRADED FD	BUYWRIT INCM ETF	$1.3M	0.8%Prev: 0.8%	52,005 SH	Increased+190 SH
FIRST TR EXCHANGE TRADED FD	NASDAQ CYB ETF	$819K	0.5%Prev: 0.5%	11,488 SH	Increased+718 SH
FIRST TR EXCHANGE TRADED FD	NASDQ CLN EDGE	$2.0M	1.3%Prev: 1.2%	17,429 SH	Increased+170 SH
FIRST TR EXCHANGE-TRADED	COM SHS	$926K	0.6%	9,340 SH	New
FIRST TR EXCHANGE-TRADED FD	CAP STRENGTH ETF	$668K	0.4%Prev: 0.4%	7,219 SH	Decreased-14 SH
FIRST TR EXCHANGE-TRADED FD	NO AMER ENERGY	$223K	0.1%Prev: 0.2%	5,900 SH	Decreased-140 SH
FIRST TR EXCHANGE-TRADED FD	WCM INTL EQUITY	$744K	0.5%Prev: 0.5%	43,603 SH	Increased+1,758 SH
FIRST TR EXCHNG TRADED FD	FT VEST LADDERED	$1.8M	1.2%	58,512 SH	New
FIRST TR EXCHNG TRADED FD	SMITH OPPORT FXD	$252K	0.2%	5,685 SH	New
GLOBAL X FDS	ARTIFICIAL ETF	$1.5M	1.0%Prev: 0.7%	29,789 SH	Increased+7,649 SH
GLOBAL X FDS	DEFENSE TECH ETF	$1.5M	1.0%Prev: 0.9%	22,982 SH	Increased+3,362 SH
GLOBAL X FDS	US INFR DEV ETF	$1.9M	1.2%Prev: 1.3%	40,469 SH	Increased-70 SH
GLOBAL X FDS	US PFD ETF	$692K	0.4%Prev: 0.5%	36,583 SH	Decreased+250 SH
HOME DEPOT INC	COM	$1.6M	1.0%Prev: 1.2%	15,710 SH	Decreased-699 SH
HONEYWELL INTL INC	COM	$258K	0.2%Prev: 0.2%	1,325 SH	Decreased-75 SH
ILLINOIS TOOL WKS INC	COM	$1.4M	0.9%Prev: 1.2%	5,840 SH	Decreased-1,000 SH
INTERNATIONAL BUSINESS	COM	$525K	0.3%	1,774 SH	New
INVESCO EXCH TRADED FD TR	NASDAQ 100 ETF	$278K	0.2%	1,099 SH	New
INVESCO EXCH TRADED FD TR	NATL AMT MUNI	$333K	0.2%	14,345 SH	New
INVESCO EXCH TRADED FD TR	SR LN ETF	$334K	0.2%	15,925 SH	New
INVESCO EXCH TRD SLF IDX FD	BULETSHS 2029	$565K	0.4%Prev: 0.3%	29,985 SH	Increased+4,995 SH
INVESCO EXCH TRD SLF IDX FD	BULSHS 2026 CB	$684K	0.4%Prev: 0.4%	34,933 SH	Increased
INVESCO EXCH TRD SLF IDX FD	BULSHS 2027 CB	$883K	0.6%Prev: 0.5%	44,753 SH	Increased+4,437 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO 30 CORP	$234K	0.2%Prev: 0.1%	13,820 SH	Increased+1,980 SH
INVESCO EXCH TRD SLF IDX FD	INVSCO BLSH 28	$782K	0.5%Prev: 0.4%	37,975 SH	Increased+5,160 SH
INVESCO EXCHANGE TRADED FD	AEROSPACE DEFN	$2.3M	1.5%	14,669 SH	New
INVESCO EXCHANGE TRADED FD	BUYBACK ACHIEV	$387K	0.2%	2,880 SH	New
INVESCO EXCHANGE TRADED FD	S&P MDCP400 PR	$345K	0.2%	6,572 SH	New
INVESCO EXCHANGE TRADED FD	S&P SML600 GWT	$293K	0.2%	5,391 SH	New
INVESCO EXCHANGE TRADED FD	S&P SML600 VAL	$685K	0.4%	5,760 SH	New
INVESCO EXCHANGE TRADED FD	S&P500 EQL WGT	$1.5M	1.0%	8,028 SH	New
INVESCO EXCHANGE TRADED FD	WATER RES ETF	$1.2M	0.8%	16,890 SH	New
INVESCO QQQ TR	UNIT SER 1	$827K	0.5%Prev: 0.5%	1,348 SH	Decreased-31 SH
IRON MTN INC DEL	COM	$387K	0.2%Prev: 0.5%	4,670 SH	Decreased-3,395 SH
ISHARES SILVER TR	ISHARES	$644K	0.4%Prev: 0.2%	10,004 SH	Increased+1,000 SH
ISHARES TR	1 3 YR TREAS BD	$272K	0.2%Prev: 0.1%	3,280 SH	Increased+850 SH
ISHARES TR	7-10 YR TRSY BD	$556K	0.4%Prev: 0.3%	5,782 SH	Increased+335 SH
ISHARES TR	CORE S&P SCP ETF	$670K	0.4%Prev: 0.4%	5,574 SH	Decreased-155 SH
ISHARES TR	GLB INFRASTR ETF	$1.2M	0.7%Prev: 0.6%	18,952 SH	Increased+2,772 SH
ISHARES TR	GNMA BOND ETF	$241K	0.2%Prev: 0.2%	5,400 SH	Decreased-33 SH
ISHARES TR	ISHARES SEMICDTR	$356K	0.2%Prev: 0.2%	1,183 SH	Increased
ISHARES TR	ISHS 1-5YR INVS	$982K	0.6%Prev: 0.6%	18,578 SH	Decreased
ISHARES TR	RUS 1000 GRW ETF	$12.2M	7.9%Prev: 8.1%	25,807 SH	Decreased-484 SH
ISHARES TR	RUS 1000 VAL ETF	$6.6M	4.3%Prev: 4.3%	31,530 SH	Increased-539 SH
ISHARES TR	RUSSELL 2000 ETF	$2.7M	1.7%Prev: 1.8%	10,977 SH	Increased-146 SH
ISHARES TR	SELECT DIVID ETF	$308K	0.2%Prev: 0.2%	2,181 SH	Decreased
ISHARES TR	SHRT NAT MUN ETF	$352K	0.2%	3,300 SH	New
ISHARES TR	TRUST ISHARE 0-1	$256K	0.2%	2,320 SH	New
ISHARES TR	U.S. TECH ETF	$1.4M	0.9%Prev: 0.9%	7,170 SH	Increased+437 SH
ISHARES U S ETF TR	SHORT DURATION B	$870K	0.6%Prev: 0.5%	17,025 SH	Increased+1,125 SH
JOHN HANCOCK EXCHANGE	MULTIFACTR SML	$1.8M	1.2%	43,937 SH	New
JOHNSON & JOHNSON	COM	$1.3M	0.9%Prev: 0.8%	6,485 SH	Increased
JPMORGAN CHASE & CO.	COM	$533K	0.3%Prev: 0.3%	1,675 SH	Increased+37 SH
KLA CORP	COM NEW	$234K	0.2%	170 SH	New
MARTIN MARIETTA MATLS INC	COM	$412K	0.3%Prev: 0.3%	660 SH	Decreased
MCDONALDS CORP	COM	$374K	0.2%Prev: 0.2%	1,225 SH	Increased
MERCK & CO INC	COM	$399K	0.3%Prev: 0.2%	3,795 SH	Increased-47 SH
MICROCHIP TECHNOLOGY INC.	COM	$754K	0.5%Prev: 0.5%	11,839 SH	Decreased
MICROSOFT CORP	COM	$4.4M	2.8%Prev: 3.1%	9,145 SH	Decreased-80 SH
NUVEEN AMT FREE MUN CR INC	COM	$129K	0.1%	10,211 SH	New
NVIDIA CORPORATION	COM	$2.2M	1.4%Prev: 1.4%	11,850 SH	Increased+321 SH
ORACLE CORP	COM	$422K	0.3%Prev: 0.5%	2,163 SH	Decreased-320 SH
PACER FDS TR	TRENDP US LAR CP	$895K	0.6%Prev: 0.6%	16,106 SH	Decreased-368 SH
PALANTIR TECHNOLOGIES INC	CL A	$572K	0.4%Prev: 0.4%	3,220 SH	Increased+220 SH
PHILIP MORRIS INTL INC	COM	$249K	0.2%Prev: 0.2%	1,551 SH	Decreased
PIMCO ETF TR	ENHAN SHRT MA AC	$3.7M	2.4%Prev: 2.4%	36,608 SH	Increased+199 SH
PIMCO ETF TR	ENHNCD LW DUR AC	$439K	0.3%Prev: 0.3%	4,573 SH	Increased+350 SH
PIMCO ETF TR	SHTRM MUN BD ACT	$227K	0.1%Prev: 0.1%	4,500 SH	Decreased
PROCTER AND GAMBLE CO	COM	$407K	0.3%Prev: 0.3%	2,837 SH	Decreased
RBB FD INC	US TREAS 3 MNTH	$229K	0.1%Prev: 0.2%	4,600 SH	Decreased
RTX CORPORATION	COM	$233K	0.2%Prev: 0.1%	1,273 SH	Increased
SAP SE	SPON ADR	$219K	0.1%Prev: 0.2%	900 SH	Decreased
SCHWAB CHARLES CORP	COM	$369K	0.2%Prev: 0.2%	3,693 SH	Decreased-200 SH
SCHWAB STRATEGIC TR	SHT TM US TRES	$232K	0.1%Prev: 0.2%	9,500 SH	Decreased
SCHWAB STRATEGIC TR	US LCAP GR ETF	$248K	0.2%Prev: 0.2%	7,600 SH	Increased
SELECT SECTOR SPDR TR	STATE STREET ENE	$219K	0.1%	4,869 SH	New
SELECT SECTOR SPDR TR	STATE STREET FIN	$1.6M	1.1%	30,063 SH	New
SELECT SECTOR SPDR TR	STATE STREET HEA	$1.6M	1.0%	10,127 SH	New
SELECT SECTOR SPDR TR	STATE STREET IND	$559K	0.4%	3,582 SH	New
SELECT SECTOR SPDR TR	STATE STREET TEC	$1.4M	0.9%	9,490 SH	New
SPDR GOLD TR	GOLD SHS	$2.4M	1.5%Prev: 1.4%	6,092 SH	Increased-47 SH
SPDR INDEX SHS FDS	PORTFOLIO DEVLPD	$476K	0.3%Prev: 0.3%	10,709 SH	Decreased-769 SH
SPDR S&P 500 ETF TR	TR UNIT	$6.5M	4.2%Prev: 4.2%	9,595 SH	Increased-58 SH
SPDR S&P MIDCAP 400 ETF TR	UTSER1 S&PDCRP	$2.2M	1.4%Prev: 1.5%	3,718 SH	Increased-13 SH
SPDR SERIES TRUST	STATE STREET SPD	$2.4M	1.5%	22,296 SH	New
SSGA ACTIVE ETF TR	STATE STREET DOU	$755K	0.5%	18,750 SH	New
TESLA INC	COM	$465K	0.3%Prev: 0.2%	1,034 SH	Increased+214 SH
TRANE TECHNOLOGIES PLC	SHS	$259K	0.2%Prev: 0.2%	665 SH	Decreased
TRI CONTL CORP	COM	$332K	0.2%Prev: 0.2%	10,170 SH	Decreased-103 SH
VANECK ETF TRUST	GOLD MINERS ETF	$410K	0.3%Prev: 0.2%	4,785 SH	Increased
VANECK ETF TRUST	SEMICONDUCTR ETF	$1.5M	0.9%Prev: 0.9%	4,047 SH	Increased+53 SH
VANECK ETF TRUST	URANIUM AND NUCL	$2.2M	1.4%Prev: 1.5%	17,349 SH	Decreased+238 SH
VANGUARD BD INDEX FDS	SHORT TRM BOND	$721K	0.5%Prev: 0.5%	9,153 SH	Increased+200 SH
VANGUARD INDEX FDS	GROWTH ETF	$3.0M	2.0%Prev: 2.0%	6,236 SH	Decreased-125 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$1.3M	0.9%Prev: 0.9%	4,777 SH	Decreased
VANGUARD INDEX FDS	MCAP VL IDXVIP	$1.2M	0.8%Prev: 0.8%	6,717 SH	Increased-57 SH
VANGUARD INDEX FDS	MID CAP ETF	$612K	0.4%Prev: 0.5%	2,110 SH	Decreased-548 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$579K	0.4%Prev: 0.4%	923 SH	Increased
VANGUARD INDEX FDS	TOTAL STK MKT	$3.8M	2.4%Prev: 2.5%	11,258 SH	Decreased-400 SH
VANGUARD INDEX FDS	VALUE ETF	$2.3M	1.5%Prev: 1.5%	12,006 SH	Increased-46 SH
VANGUARD INSTL INDEX FD	0-3 MO TREAS BIL	$216K	0.1%	2,860 SH	New
VANGUARD INTL EQUITY INDEX	FTSE EMR MKT ETF	$291K	0.2%	5,408 SH	New
VANGUARD INTL EQUITY INDEX	FTSE EUROPE ETF	$1.0M	0.7%	12,479 SH	New
VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$3.8M	2.4%Prev: 2.4%	17,113 SH	Increased+20 SH
VANGUARD WHITEHALL FDS	HIGH DIV YLD	$540K	0.3%Prev: 0.3%	3,765 SH	Increased
VANGUARD WORLD FD	ENERGY ETF	$595K	0.4%Prev: 0.5%	4,714 SH	Decreased-1,064 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$252K	0.2%Prev: 0.1%	876 SH	Increased
VANGUARD WORLD FD	INF TECH ETF	$1.7M	1.1%Prev: 1.1%	2,227 SH	Increased+1 SH
WALMART INC	COM	$620K	0.4%Prev: 0.4%	5,565 SH	Increased
WASTE MGMT INC DEL	COM	$485K	0.3%Prev: 0.3%	2,205 SH	Decreased
WISDOMTREE TR	JAPN HEDGE EQT	$379K	0.2%Prev: 0.2%	2,599 SH	Increased+684 SH

Sold (vs prior filing)

CINTAS CORP — $242K
EATON VANCE TAX-MANAGED BUY- — $347K
EXCHANGE TRADED CONCEPTS TRU — $201K
FIRST TR EXCHANGE-TRADED ALP — $909K
FIRST TR EXCHNG TRADED FD VI — $1.8M
INTERNATIONAL BUSINESS MACHS — $371K
INVESCO EXCH TRADED FD TR II — $271K
INVESCO EXCH TRADED FD TR II — $316K
INVESCO EXCH TRADED FD TR II — $338K
INVESCO EXCH TRD SLF IDX FD — $465K
INVESCO EXCHANGE TRADED FD T — $2.3M
INVESCO EXCHANGE TRADED FD T — $382K
INVESCO EXCHANGE TRADED FD T — $335K
INVESCO EXCHANGE TRADED FD T — $294K
INVESCO EXCHANGE TRADED FD T — $692K
INVESCO EXCHANGE TRADED FD T — $1.5M
INVESCO EXCHANGE TRADED FD T — $1.3M
ISHARES TR — $256K
ISHARES TR — $294K
JOHN HANCOCK EXCHANGE TRADED — $1.9M
… and 12 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0001214659-26-001152	$155.6M	View
Nov 3, 2025	Q3 2025	13F-HR	0001214659-25-015751	$152.7M	View
Jul 22, 2026