CIK 1805824
American Institute for Advanced Investment Management, LLP
Institutional 13F holdings & portfolio
Holdings
150
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 150
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| NEAR | ISHARES U S ETF TR | 17K | $500K+ | SH |
| QQQ | INVESCO QQQ TR | 1K | $500K+ | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD | 11K | $500K+ | SH |
| FJP | FIRST TR EXCH TRD ALPHDX FD | 12K | $500K+ | SH |
| BSCS | INVESCO EXCH TRD SLF IDX FD | 38K | $500K+ | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 2K | $500K+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 1 | $500K+ | SH |
| TOTL | SSGA ACTIVE ETF TR | 19K | $500K+ | SH |
| MCHP | MICROCHIP TECHNOLOGY INC. | 12K | $500K+ | SH |
| WCMI | FIRST TR EXCHANGE-TRADED FD | 44K | $500K+ | SH |
| BSV | VANGUARD BD INDEX FDS | 9K | $500K+ | SH |
| PFFD | GLOBAL X FDS | 37K | $500K+ | SH |
| RZV | INVESCO EXCHANGE TRADED FD | 6K | $500K+ | SH |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | 35K | $500K+ | SH |
| IJR | ISHARES TR | 6K | $500K+ | SH |
| FTCS | FIRST TR EXCHANGE-TRADED FD | 7K | $500K+ | SH |
| SLV | ISHARES SILVER TR | 10K | $500K+ | SH |
| WMT | WALMART INC | 6K | $500K+ | SH |
| VO | VANGUARD INDEX FDS | 2K | $500K+ | SH |
| VDE | VANGUARD WORLD FD | 5K | $500K+ | SH |
| VOO | VANGUARD INDEX FDS | 923 | $500K+ | SH |
| PLTR | PALANTIR TECHNOLOGIES INC | 3K | $500K+ | SH |
| BSCT | INVESCO EXCH TRD SLF IDX FD | 30K | $500K+ | SH |
| XLI | SELECT SECTOR SPDR TR | 4K | $500K+ | SH |
| IEF | ISHARES TR | 6K | $500K+ | SH |
| CAT | CATERPILLAR INC | 949 | $500K+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 4K | $500K+ | SH |
| JPM | JPMORGAN CHASE & CO. | 2K | $500K+ | SH |
| FPEI | FIRST TR EXCH TRADED FD III | 27K | $500K+ | SH |
| IBM | INTERNATIONAL BUSINESS | 2K | $500K+ | SH |
| FPE | FIRST TR EXCH TRADED FD III | 27K | $100K–$500K | SH |
| BUI | BLACKROCK UTILS | 19K | $100K–$500K | SH |
| FTA | FIRST TR EXCHANGE-TRADED | 6K | $100K–$500K | SH |
| WM | WASTE MGMT INC DEL | 2K | $100K–$500K | SH |
| SPDW | SPDR INDEX SHS FDS | 11K | $100K–$500K | SH |
| TSLA | TESLA INC | 1K | $100K–$500K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L | 14K | $100K–$500K | SH |
| LDUR | PIMCO ETF TR | 5K | $100K–$500K | SH |
| DLR | DIGITAL RLTY TR INC | 3K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 400 | $100K–$500K | SH |
| ETV | EATON VANCE TAX-MANAGED | 28K | $100K–$500K | SH |
| CVX | CHEVRON CORP NEW | 3K | $100K–$500K | SH |
| ORCL | ORACLE CORP | 2K | $100K–$500K | SH |
| MLM | MARTIN MARIETTA MATLS INC | 660 | $100K–$500K | SH |
| GDX | VANECK ETF TRUST | 5K | $100K–$500K | SH |
| GOOG | ALPHABET INC | 1K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| MRK | MERCK & CO INC | 4K | $100K–$500K | SH |
| IRM | IRON MTN INC DEL | 5K | $100K–$500K | SH |
| PKW | INVESCO EXCHANGE TRADED FD | 3K | $100K–$500K | SH |