American Institute for Advanced Investment Management, LLP
CIK
1805824
City
Scottsdale
State / Country
AZ
Top Portfolio Positions
62 positions ·
$62,419,114 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
9,512 | $6,186,034 | 9.91% | |
| COR |
Cencora, Inc.
Healthcare
|
19,175 | $6,023,634 | 9.65% | |
| AAPL |
Apple Inc.
Technology
|
19,720 | $5,004,738 | 8.02% | |
| MSFT |
Microsoft Corp
Technology
|
9,299 | $3,442,210 | 5.51% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
10,106 | $3,323,762 | 5.32% | |
| GLD |
Spdr Gold Trust
|
6,392 | $2,750,413 | 4.41% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
3,718 | $2,293,113 | 3.67% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,229 | $2,130,393 | 3.41% | |
| NVDA |
Nvidia Corp
Technology
|
11,682 | $2,037,340 | 3.26% | |
| CEG |
Constellation Energy Corp
Utilities
|
6,021 | $1,681,364 | 2.69% |
Portfolio Trend
25 quarters · across all stocks
Holdings in BUI
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $977,774 | 37,065 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $489,137 | 19,040 | Shares | Sole | 2026-02-04 | |
| No 13F history on record for this holder in this stock. | ||||||