American Institute for Advanced Investment Management, LLP
CIK
0001805824
City
SCOTTSDALE
State / Country
AZ
Top Portfolio Positions
57 positions ·
$63,875,757 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| SPY |
Spdr S&P 500 Etf Trust
|
9,595 | $6,543,022 | 10.24% |
| COR |
Cencora, Inc.
Healthcare
|
18,975 | $6,408,806 | 10.03% |
| AAPL |
Apple Inc.
Technology
|
21,211 | $5,766,422 | 9.03% |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
15,710 | $5,405,811 | 8.46% |
| MSFT |
Microsoft Corp
Technology
|
9,145 | $4,422,704 | 6.92% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,876 | $2,510,398 | 3.93% |
| GLD |
Spdr Gold Trust
|
6,092 | $2,414,320 | 3.78% |
| MDY |
Spdr S&P Midcap 400 Etf Trust
|
3,718 | $2,242,995 | 3.51% |
| NVDA |
Nvidia Corp
Technology
|
11,850 | $2,210,025 | 3.46% |
| CEG |
Constellation Energy Corp
Utilities
|
6,246 | $2,206,524 | 3.45% |
Portfolio Trend
Holdings in BUI
Export CSV
1 of 1 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $489,137 | 19,040 | Shares | Sole | 2026-02-04 | |
| No quarters match your search. | ||||||