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 101–150 of 150
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| CB | CHUBB LIMITED | 1K | $100K–$500K | SH |
| DXJ | WISDOMTREE TR | 3K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| SCHW | SCHWAB CHARLES CORP | 4K | $100K–$500K | SH |
| SOXX | ISHARES TR | 1K | $100K–$500K | SH |
| SUB | ISHARES TR | 3K | $100K–$500K | SH |
| ABT | ABBOTT LABS | 3K | $100K–$500K | SH |
| RFG | INVESCO EXCHANGE TRADED FD | 7K | $100K–$500K | SH |
| BKLN | INVESCO EXCH TRADED FD TR | 16K | $100K–$500K | SH |
| PZA | INVESCO EXCH TRADED FD TR | 14K | $100K–$500K | SH |
| MO | ALTRIA GROUP INC | 6K | $100K–$500K | SH |
| TY | TRI CONTL CORP | 10K | $100K–$500K | SH |
| DVY | ISHARES TR | 2K | $100K–$500K | SH |
| CWCO | CONSOLIDATED WATER CO INC | 9K | $100K–$500K | SH |
| ETN | EATON CORP PLC | 917 | $100K–$500K | SH |
| RZG | INVESCO EXCHANGE TRADED FD | 5K | $100K–$500K | SH |
| VWO | VANGUARD INTL EQUITY INDEX | 5K | $100K–$500K | SH |
| AMAT | APPLIED MATLS INC | 1K | $100K–$500K | SH |
| QQQM | INVESCO EXCH TRADED FD TR | 1K | $100K–$500K | SH |
| SHY | ISHARES TR | 3K | $100K–$500K | SH |
| TT | TRANE TECHNOLOGIES PLC | 665 | $100K–$500K | SH |
| HON | HONEYWELL INTL INC | 1K | $100K–$500K | SH |
| SHV | ISHARES TR | 2K | $100K–$500K | SH |
| EQT | EQT CORP | 5K | $100K–$500K | SH |
| VHT | VANGUARD WORLD FD | 876 | $100K–$500K | SH |
| FIXD | FIRST TR EXCHNG TRADED FD | 6K | $100K–$500K | SH |
| BPRE | BLUEROCK PVT REAL ESTATE FD | 17K | $100K–$500K | SH |
| PM | PHILIP MORRIS INTL INC | 2K | $100K–$500K | SH |
| SCHG | SCHWAB STRATEGIC TR | 8K | $100K–$500K | SH |
| SIXG | ETF SER SOLUTIONS | 4K | $100K–$500K | SH |
| COR | CENCORA INC | 19K | $100K–$500K | SH |
| GNMA | ISHARES TR | 5K | $100K–$500K | SH |
| XOM | EXXON MOBIL CORP | 2K | $100K–$500K | SH |
| BSCU | INVESCO EXCH TRD SLF IDX FD | 14K | $100K–$500K | SH |
| KLAC | KLA CORP | 170 | $100K–$500K | SH |
| RTX | RTX CORPORATION | 1K | $100K–$500K | SH |
| SCHO | SCHWAB STRATEGIC TR | 10K | $100K–$500K | SH |
| TBIL | RBB FD INC | 5K | $100K–$500K | SH |
| CSX | CSX CORP | 6K | $100K–$500K | SH |
| SMMU | PIMCO ETF TR | 5K | $100K–$500K | SH |
| EMLP | FIRST TR EXCHANGE-TRADED FD | 6K | $100K–$500K | SH |
| FNX | FIRST TR EXCHANGE-TRADED | 2K | $100K–$500K | SH |
| SAP | SAP SE | 900 | $100K–$500K | SH |
| XLE | SELECT SECTOR SPDR TR | 5K | $100K–$500K | SH |
| FYX | FIRST TR EXCHANGE-TRADED | 2K | $100K–$500K | SH |
| VBIL | VANGUARD INSTL INDEX FD | 3K | $100K–$500K | SH |
| ET | ENERGY TRANSFER L P | 13K | $100K–$500K | SH |
| ROBO | EXCHANGE TRADED CONCEPTS | 3K | $100K–$500K | SH |
| NVG | NUVEEN AMT FREE MUN CR INC | 10K | $100K–$500K | SH |
| FBLG | FIBROBIOLOGICS INC | 88K | $15K–$50K | SH |