Universe · entity
American Institute for Advanced Investment Management, LLP
Institutional manager (13F) · CIK 1805824
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $108M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | ISHARES TR | $11M | 25,240 |
| 2 | ISHARES TR | $7M | 31,537 |
| 3 | STATE STR SPDR S&P 500 ETF T | $6M | 9,512 |
| 4 | APPLE INC | $5M | 19,720 |
| 5 | PIMCO ETF TR | $4M | 36,728 |
| 6 | MICROSOFT CORP | $3M | 9,299 |
| 7 | SPDR GOLD TR | $3M | 6,392 |
| 8 | ISHARES TR | $3M | 10,977 |
| 9 | VANGUARD SPECIALIZED FUNDS | $3M | 12,286 |
| 10 | VANGUARD INDEX FDS | $3M | 8,086 |
| 11 | VANGUARD INDEX FDS | $3M | 5,934 |
| 12 | VANGUARD INDEX FDS | $3M | 12,945 |
| 13 | SPDR SERIES TRUST | $2M | 26,670 |
| 14 | INVESCO EXCHANGE TRADED FD T | $2M | 14,579 |
| 15 | VANECK ETF TRUST | $2M | 17,343 |
| 16 | STATE STR SPDR S&P MIDCAP 40 | $2M | 3,718 |
| 17 | AMAZON COM INC | $2M | 10,229 |
| 18 | FIRST TR EXCHANGE-TRADED FD | $2M | 17,379 |
| 19 | GLOBAL X FDS | $2M | 40,474 |
| 20 | NVIDIA CORPORATION | $2M | 11,682 |
| 21 | JOHN HANCOCK EXCHANGE TRADED | $2M | 46,904 |
| 22 | CONSTELLATION ENERGY CORP | $2M | 6,021 |
| 23 | ABBVIE INC | $2M | 7,659 |
| 24 | GLOBAL X FDS | $2M | 23,332 |
| 25 | JOHNSON & JOHNSON | $2M | 6,485 |
| 26 | VANGUARD WORLD FD | $2M | 2,197 |
| 27 | VANECK ETF TRUST | $2M | 3,972 |
| 28 | SELECT SECTOR SPDR TR | $1M | 9,975 |
| 29 | SELECT SECTOR SPDR TR | $1M | 29,258 |
| 30 | GLOBAL X FDS | $1M | 30,249 |
| 31 | MCKESSON CORP | $1M | 1,600 |
| 32 | HOME DEPOT INC | $1M | 10,106 |
| 33 | ISHARES TR | $1M | 18,977 |
| 34 | ILLINOIS TOOL WKS INC | $1M | 4,840 |
| 35 | VANGUARD INDEX FDS | $1M | 6,807 |
| 36 | FIRST TR EXCHANGE TRADED FD | $1M | 52,315 |
| 37 | ISHARES TR | $1M | 6,780 |
| 38 | SELECT SECTOR SPDR TR | $1M | 9,225 |
| 39 | VANGUARD INDEX FDS | $1M | 4,687 |
| 40 | COSTCO WHOLESALE CORPORATION | $1M | 1,112 |
| 41 | INVESCO EXCHANGE TRADED FD T | $1M | 16,440 |
| 42 | SPDR INDEX SHS FDS | $1M | 23,744 |
| 43 | INVESCO EXCHANGE TRADED FD T | $1M | 5,596 |
| 44 | VANGUARD INTL EQUITY INDEX F | $1M | 12,481 |
| 45 | ISHARES TR | $1M | 19,507 |
| 46 | ALPHABET INC | $1M | 3,631 |
| 47 | SPDR SERIES TRUST | $1000k | 6,850 |
| 48 | INVESCO EXCH TRD SLF IDX FD | $991k | 50,493 |
| 49 | BLACKROCK UTILS INFRASTRUCTU | $978k | 37,065 |
| 50 | FIRST TR EXCHNG TRADED FD VI | $910k | 32,509 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.