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)

StockValue
MOALTRIA GROUP INC
$341K
ETVEATON VANCE TAX-MANAGED BUY-
$335K
HONHONEYWELL INTL INC
$326K
RFGINVESCO EXCHANGE TRADED FD T
$325K
4I1PHILIP MORRIS INTL INC
$314K
IHIISHARES TR
$313K
LLYELI LILLY & CO
$312K
BKLNINVESCO EXCH TRADED FD TR II
$312K
MRKMERCK & CO INC
$308K
SLVISHARES SILVER TR
$306K
TTTRANE TECHNOLOGIES PLC
$291K
AQLTISHARES TR
$290K
RZGINVESCO EXCHANGE TRADED FD T
$277K
CWCOCONSOLIDATED WATER CO INC
$274K
SAPSAP SE
$274K
SOXXISHARES TR
$273K
PZAINVESCO EXCH TRADED FD TR II
$270K
VWOVANGUARD INTL EQUITY INDEX F
$267K
GNMAISHARES TR
$265K
VHTVANGUARD WORLD FD
$265K
CITCINTAS CORP
$263K
TSLATESLA INC
$260K
QQQMINVESCO EXCH TRADED FD TR II
$249K
GDXVANECK ETF TRUST
$249K
EMLPFIRST TR EXCHANGE-TRADED FD
$246K
SHVISHARES TR
$240K
GOOGALPHABET INC
$238K
SCHOSCHWAB STRATEGIC TR
$232K
TBILRBB FD INC
$230K
SMMUPIMCO ETF TR
$226K
SHYISHARES TR
$224K
AIQGLOBAL X FDS
$223K
SCHGSCHWAB STRATEGIC TR
$222K
DXJWISDOMTREE TR
$219K
XOMEXXON MOBIL CORP
$216K
PEPPEPSICO INC
$213K
CSXCSX CORP
$206K
TXNTEXAS INSTRS INC
$205K
SIXGETF SER SOLUTIONS
$204K
ITGARTNER INC
$202K
FNXFIRST TR EXCHANGE-TRADED ALP
$202K
ABGCENCORA INC
$187K
NVGNUVEEN AMT FREE MUN CR INC F
$122K
NADNUVEEN QUALITY MUNCP INCOME
$122K
TMCTMC THE METALS COMPANY INC
$86K
FBLGFIBROBIOLOGICS INC
$55K
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