American Institute for Advanced Investment Management, LLP Q2 2025 Filing

Filed August 5, 2025

Portfolio Value

$141.4M

Holdings

146

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (146 positions)

#	Stock	Shares	Value	% Portfolio
1	IWFISHARES TR	27,005	$11.5M	8.11%
2	IWDISHARES TR	33,693	$6.5M	4.63%
3	SPYSPDR S&P 500 ETF TR	9,804	$6.1M	4.28%
4	MSFTMICROSOFT CORP	9,459	$4.7M	3.33%
5	AAPLAPPLE INC	22,562	$4.6M	3.27%
6	MINTPIMCO ETF TR	36,941	$3.7M	2.63%
7	VTIVANGUARD INDEX FDS	11,677	$3.5M	2.51%
8	VIGVANGUARD SPECIALIZED FUNDS	17,257	$3.5M	2.50%
9	VUGVANGUARD INDEX FDS	6,386	$2.8M	1.98%
10	AMZNAMAZON COM INC	11,427	$2.5M	1.77%
11	IWMISHARES TR	11,479	$2.5M	1.75%
12	CEGCONSTELLATION ENERGY CORP	6,767	$2.2M	1.54%
13	PPAINVESCO EXCHANGE TRADED FD T	15,238	$2.2M	1.53%
14	VTVVANGUARD INDEX FDS	12,179	$2.2M	1.52%
15	MDYSPDR S&P MIDCAP 400 ETF TR	3,781	$2.1M	1.52%
16	NVDANVIDIA CORPORATION	11,779	$1.9M	1.32%
17	NLRVANECK ETF TRUST	16,731	$1.9M	1.32%
18	GRIDFIRST TR EXCHANGE TRADED FD	26,540	$1.8M	1.28%
19	BCCCGLOBAL X FDS	41,312	$1.8M	1.27%
20	JHSCJOHN HANCOCK EXCHANGE TRADED	44,940	$1.8M	1.24%
21	ITWILLINOIS TOOL WKS INC	6,840	$1.7M	1.20%
22	HDHOME DEPOT INC	4,435	$1.6M	1.15%
23	GQ9SPDR GOLD TR	5,249	$1.6M	1.12%
24	XLFSELECT SECTOR SPDR TR	29,905	$1.6M	1.11%
25	ABBVABBVIE INC	7,934	$1.5M	1.04%
26	RSPINVESCO EXCHANGE TRADED FD T	8,054	$1.5M	1.04%
27	VGTVANGUARD WORLD FD	2,179	$1.4M	1.02%
28	XLVSELECT SECTOR SPDR TR	10,671	$1.4M	1.02%
29	VOTVANGUARD INDEX FDS	4,777	$1.4M	0.96%
30	FTHIFIRST TR EXCHANGE TRADED FD	53,820	$1.2M	0.87%
31	PHOINVESCO EXCHANGE TRADED FD T	17,495	$1.2M	0.87%
32	XLKSELECT SECTOR SPDR TR	4,750	$1.2M	0.85%
33	IYWISHARES TR	6,733	$1.2M	0.83%
34	VOEVANGUARD INDEX FDS	6,774	$1.1M	0.79%
35	COSTCOSTCO WHSL CORP NEW	1,095	$1.1M	0.77%
36	VDEVANGUARD WORLD FD	8,951	$1.1M	0.75%
37	SMHVANECK ETF TRUST	3,800	$1.1M	0.75%
38	JNJJOHNSON & JOHNSON	6,425	$981K	0.69%
39	BUFRFIRST TR EXCHNG TRADED FD VI	30,860	$981K	0.69%
40	SDYSPDR SERIES TRUST	7,185	$975K	0.69%
41	IRMIRON MTN INC DEL	9,245	$948K	0.67%
42	IGSBISHARES TR	17,563	$927K	0.66%
43	NEARISHARES U S ETF TR	16,400	$838K	0.59%
44	PTLCPACER FDS TR	16,474	$836K	0.59%
45	MCHPMICROCHIP TECHNOLOGY INC.	11,839	$833K	0.59%
46	BUFDFIRST TR EXCHNG TRADED FD VI	30,572	$812K	0.57%
47	CIBRFIRST TR EXCHANGE TRADED FD	10,635	$804K	0.57%
48	BSCRINVESCO EXCH TRD SLF IDX FD	40,461	$795K	0.56%
49	AVGOBROADCOM INC	2,835	$781K	0.55%
50	VOVANGUARD INDEX FDS	2,668	$747K	0.53%
51	BRK/BBERKSHIRE HATHAWAY INC DEL	1,508	$733K	0.52%
52	BRK-BBERKSHIRE HATHAWAY INC DEL	1	$729K	0.52%
53	NDQINVESCO QQQ TR	1,310	$723K	0.51%
54	SHLDGLOBAL X FDS	11,630	$701K	0.50%
55	PFFDGLOBAL X FDS	36,908	$695K	0.49%
56	FQIDIGITAL RLTY TR INC	3,975	$693K	0.49%
57	FJPFIRST TR EXCH TRD ALPHDX FD	11,600	$693K	0.49%
58	TOTLSSGA ACTIVE ETF TR	17,002	$682K	0.48%
59	BSCQINVESCO EXCH TRD SLF IDX FD	34,693	$677K	0.48%
60	GOOGLALPHABET INC	3,832	$667K	0.47%
61	BSVVANGUARD BD INDEX FDS	8,378	$659K	0.47%
62	BSCSINVESCO EXCH TRD SLF IDX FD	31,785	$651K	0.46%
63	FTCSFIRST TR EXCHANGE-TRADED FD	7,128	$648K	0.46%
64	RZVINVESCO EXCHANGE TRADED FD T	6,050	$634K	0.45%
65	IJRISHARES TR	5,775	$631K	0.45%
66	CVXCHEVRON CORP NEW	4,186	$599K	0.42%
67	BSCPINVESCO EXCH TRD SLF IDX FD	28,968	$599K	0.42%
68	WMTWALMART INC	5,885	$575K	0.41%
69	ORCLORACLE CORP	2,488	$544K	0.38%
70	BILSPDR SERIES TRUST	5,735	$526K	0.37%
71	VOOVANGUARD INDEX FDS	923	$524K	0.37%
72	XLISELECT SECTOR SPDR TR	3,502	$517K	0.37%
73	WMWASTE MGMT INC DEL	2,250	$515K	0.36%
74	IEFISHARES TR	5,305	$508K	0.36%
75	SPDWSPDR INDEX SHS FDS	12,518	$507K	0.36%
76	IGFISHARES TR	8,540	$506K	0.36%
77	VYMVANGUARD WHITEHALL FDS	3,765	$502K	0.36%
78	FTAFIRST TR EXCHANGE-TRADED ALP	6,260	$492K	0.35%
79	PGPROCTER AND GAMBLE CO	3,037	$484K	0.34%
80	ETENERGY TRANSFER L P	26,251	$476K	0.34%
81	JPMJPMORGAN CHASE & CO.	1,638	$475K	0.34%
82	FPEIFIRST TR EXCH TRADED FD III	24,750	$470K	0.33%
83	CBCHUBB LIMITED	1,575	$465K	0.33%
84	EPDENTERPRISE PRODS PARTNERS L	14,810	$459K	0.32%
85	IBMINTERNATIONAL BUSINESS MACHS	1,539	$454K	0.32%
86	XFEBFIRST TR EXCH TRADED FD III	25,425	$453K	0.32%
87	WCMIFIRST TR EXCHANGE-TRADED FD	28,395	$452K	0.32%
88	XLESELECT SECTOR SPDR TR	5,310	$450K	0.32%
89	LDURPIMCO ETF TR	4,423	$424K	0.30%
90	PLTRPALANTIR TECHNOLOGIES INC	3,000	$409K	0.29%
91	VGKVANGUARD INTL EQUITY INDEX F	5,035	$390K	0.28%
92	BSCTINVESCO EXCH TRD SLF IDX FD	20,845	$390K	0.28%
93	ETNEATON CORP PLC	1,087	$388K	0.27%
94	MCDMCDONALDS CORP	1,325	$387K	0.27%
95	TYTRI CONTL CORP	11,723	$371K	0.26%
96	ABTABBOTT LABS	2,721	$370K	0.26%
97	MLMMARTIN MARIETTA MATLS INC	660	$362K	0.26%
98	CATCATERPILLAR INC	930	$361K	0.26%
99	PKWINVESCO EXCHANGE TRADED FD T	2,900	$358K	0.25%
100	SCHWSCHWAB CHARLES CORP	3,915	$357K	0.25%

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