American Institute for Advanced Investment Management, LLP Q4 2025 Filing

Filed February 4, 2026

Portfolio Value

$155.6M

Holdings

150

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (150 positions)

#	Stock	Shares	Value	% Portfolio
101	CBCHUBB LIMITED	1,240	$382K	0.25%
102	DXJWISDOMTREE TR	2,599	$379K	0.24%
103	MCDMCDONALDS CORP	1,225	$374K	0.24%
104	SCHWSCHWAB CHARLES CORP	3,693	$368K	0.24%
105	SOXXISHARES TR	1,183	$356K	0.23%
106	SUBISHARES TR	3,300	$352K	0.23%
107	ABTABBOTT LABS	2,799	$350K	0.23%
108	RFGINVESCO EXCHANGE TRADED FD	6,572	$344K	0.22%
109	BKLNINVESCO EXCH TRADED FD TR	15,925	$334K	0.21%
110	TYTRI CONTL CORP	10,170	$332K	0.21%
111	PZAINVESCO EXCH TRADED FD TR	14,345	$332K	0.21%
112	MOALTRIA GROUP INC	5,765	$332K	0.21%
113	AQLTISHARES TR	2,181	$307K	0.20%
114	CWCOCONSOLIDATED WATER CO INC	8,630	$304K	0.20%
115	ETNEATON CORP PLC	917	$294K	0.19%
116	RZGINVESCO EXCHANGE TRADED FD	5,391	$293K	0.19%
117	VWOVANGUARD INTL EQUITY INDEX	5,408	$290K	0.19%
118	AMATAPPLIED MATLS INC	1,108	$284K	0.18%
119	QQQMINVESCO EXCH TRADED FD TR	1,099	$278K	0.18%
120	SHYISHARES TR	3,280	$271K	0.17%
121	TTTRANE TECHNOLOGIES PLC	665	$258K	0.17%
122	HONHONEYWELL INTL INC	1,325	$258K	0.17%
123	SHVISHARES TR	2,320	$255K	0.16%
124	EQTEQT CORP	4,795	$255K	0.16%
125	VHTVANGUARD WORLD FD	876	$252K	0.16%
126	FIXDFIRST TR EXCHNG TRADED FD	5,685	$251K	0.16%
127	BPREBLUEROCK PVT REAL ESTATE FD	16,732	$250K	0.16%
128	4I1PHILIP MORRIS INTL INC	1,551	$248K	0.16%
129	SCHGSCHWAB STRATEGIC TR	7,600	$247K	0.16%
130	SIXGETF SER SOLUTIONS	3,875	$247K	0.16%
131	ABGCENCORA INC	18,975	$243K	0.16%
132	GNMAISHARES TR	5,400	$240K	0.15%
133	XOMEXXON MOBIL CORP	1,985	$238K	0.15%
134	KLACKLA CORP	170	$233K	0.15%
135	RTXRTX CORPORATION	1,273	$233K	0.15%
136	BSCUINVESCO EXCH TRD SLF IDX FD	13,820	$233K	0.15%
137	SCHOSCHWAB STRATEGIC TR	9,500	$231K	0.15%
138	TBILRBB FD INC	4,600	$229K	0.15%
139	CSXCSX CORP	6,320	$229K	0.15%
140	SMMUPIMCO ETF TR	4,500	$226K	0.15%
141	EMLPFIRST TR EXCHANGE-TRADED FD	5,900	$223K	0.14%
142	FNXFIRST TR EXCHANGE-TRADED	1,755	$221K	0.14%
143	XLESELECT SECTOR SPDR TR	4,869	$218K	0.14%
144	SAPSAP SE	900	$218K	0.14%
145	FYXFIRST TR EXCHANGE-TRADED	1,915	$216K	0.14%
146	VBILVANGUARD INSTL INDEX FD	2,860	$215K	0.14%
147	ETENERGY TRANSFER L P	12,989	$214K	0.14%
148	ROBOEXCHANGE TRADED CONCEPTS	2,923	$204K	0.13%
149	NVGNUVEEN AMT FREE MUN CR INC	10,211	$129K	0.08%
150	FBLGFIBROBIOLOGICS INC	88,206	$19K	0.01%

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