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 ETV
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $393,285 | 28,770 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $397,341 | 27,670 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $323,047 | 22,670 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $314,432 | 22,670 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $313,592 | 23,739 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $325,666 | 22,600 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $326,949 | 23,692 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $324,922 | 23,769 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $315,427 | 24,395 | Shares | Sole | 2024-04-22 | |
| 2023-12-31 | $337,225 | 27,350 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $519,749 | 43,421 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $788,973 | 61,735 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $544,517 | 43,113 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,192,830 | 97,136 | Shares | Sole | 2023-02-28 | |
| 2022-09-30 | $1,297,300 | 98,654 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,332,815 | 98,654 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $1,572,215 | 100,654 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,498,296 | 89,504 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,431,168 | 89,504 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $1,437,589 | 88,304 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,351,967 | 87,280 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,320,775 | 86,044 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $1,162,854 | 84,082 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $1,148,591 | 81,345 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $844,887 | 70,057 | Shares | Sole | 2020-04-22 | |
| No 13F history on record for this holder in this stock. | ||||||