American Institute for Advanced Investment Management, LLP
CIK: 0001805824SEC EDGAR →
Portfolio Value
$155.6M
Holdings
150
As of
Q4 2025
New Positions
150
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | ISHARES TR | 25,807 | $12.2M | 7.85% |
| 2 | ISHARES TR | 31,530 | $6.6M | 4.26% |
| 3 | SPDR S&P 500 ETF TR | 9,595 | $6.5M | 4.21% |
| 4 | APPLE INC | 21,211 | $5.7M | 3.68% |
| 5 | MICROSOFT CORP | 9,145 | $4.4M | 2.84% |
| 6 | VANGUARD INDEX FDS | 11,258 | $3.8M | 2.43% |
| 7 | VANGUARD SPECIALIZED FUNDS | 17,113 | $3.8M | 2.42% |
| 8 | PIMCO ETF TR | 36,608 | $3.7M | 2.36% |
| 9 | VANGUARD INDEX FDS | 6,236 | $3.0M | 1.96% |
| 10 | ISHARES TR | 10,977 | $2.7M | 1.74% |
Quarterly Changes
New Positions (150)
$12.2M · 26K shares
$6.6M · 32K shares
$6.5M · 10K shares
$5.7M · 21K shares
$4.4M · 9K shares
$3.8M · 11K shares
$3.8M · 17K shares
$3.7M · 37K shares
$3.0M · 6K shares
$2.7M · 11K shares
$2.5M · 11K shares
$2.4M · 6K shares
$2.3M · 15K shares
$2.3M · 12K shares
$2.2M · 4K shares
$2.2M · 12K shares
$2.2M · 6K shares
$2.2M · 17K shares
$2.0M · 17K shares
$1.9M · 40K shares
$1.8M · 44K shares
$1.7M · 8K shares
$1.7M · 2K shares
$1.6M · 30K shares
$1.6M · 10K shares
$1.6M · 16K shares
$1.5M · 8K shares
$1.5M · 30K shares
$1.5M · 23K shares
$1.5M · 4K shares
$1.4M · 6K shares
$1.4M · 7K shares
$1.4M · 15K shares
$1.4M · 9K shares
$1.3M · 6K shares
$1.3M · 5K shares
$1.3M · 52K shares
$1.2M · 7K shares
$1.2M · 17K shares
$1.2M · 19K shares
$1.1M · 4K shares
$1.0M · 12K shares
$982K · 19K shares
$959K · 1K shares
$949K · 7K shares
$931K · 3K shares
$924K · 33K shares
$894K · 16K shares
$883K · 45K shares
$882K · 26K shares
$869K · 17K shares
$826K · 1K shares
$818K · 11K shares
$794K · 12K shares
$782K · 38K shares
$757K · 2K shares
$754K · 1 shares
$754K · 19K shares
$754K · 12K shares
$743K · 44K shares
$721K · 9K shares
$691K · 37K shares
$684K · 6K shares
$683K · 35K shares
$669K · 6K shares
$667K · 7K shares
$644K · 10K shares
$619K · 6K shares
$612K · 2K shares
$594K · 5K shares
$578K · 923 shares
$572K · 3K shares
$564K · 30K shares
$559K · 4K shares
$555K · 6K shares
$544K · 949 shares
$540K · 4K shares
$533K · 2K shares
$530K · 27K shares
$525K · 2K shares
$491K · 27K shares
$490K · 19K shares
$488K · 6K shares
$484K · 2K shares
$475K · 11K shares
$465K · 1K shares
$450K · 14K shares
$438K · 5K shares
$433K · 3K shares
$429K · 400 shares
$426K · 28K shares
$424K · 3K shares
$421K · 2K shares
$411K · 660 shares
$410K · 5K shares
$409K · 1K shares
$406K · 3K shares
$399K · 4K shares
$387K · 5K shares
$386K · 3K shares
$382K · 1K shares
$379K · 3K shares
$374K · 1K shares
$368K · 4K shares
$356K · 1K shares
$352K · 3K shares
$350K · 3K shares
$344K · 7K shares
$334K · 16K shares
$332K · 14K shares
$332K · 10K shares
$332K · 6K shares
$307K · 2K shares
$304K · 9K shares
$294K · 917 shares
$293K · 5K shares
$290K · 5K shares
$284K · 1K shares
$278K · 1K shares
$271K · 3K shares
$258K · 1K shares
$258K · 665 shares
$255K · 5K shares
$255K · 2K shares
$252K · 876 shares
$251K · 6K shares
$250K · 17K shares
$248K · 2K shares
$247K · 8K shares
$247K · 4K shares
$243K · 19K shares
$240K · 5K shares
$238K · 2K shares
$233K · 170 shares
$233K · 1K shares
$233K · 14K shares
$231K · 10K shares
$229K · 5K shares
$229K · 6K shares
$226K · 5K shares
$223K · 6K shares
$221K · 2K shares
$218K · 900 shares
$218K · 5K shares
$216K · 2K shares
$215K · 3K shares
$214K · 13K shares
$204K · 3K shares
$129K · 10K shares
$19K · 88K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 93 | $InfinityT | NaN% |
| Technology | 14 | $5.7244421220993174e+35T | 0.0% |
| Unknown | 9 | $24041939826757754880.0T | 0.0% |
| Industrials | 8 | $1438544484294258.3T | 0.0% |
| Healthcare | 6 | $1742134242.9T | 0.0% |
| Consumer Cyclical | 5 | $25101564.5T | 0.0% |
| Energy | 5 | $450424.3T | 0.0% |
| Consumer Defensive | 4 | $959.6T | 0.0% |
| Utilities | 2 | $2.2B | 0.0% |
| Communication Services | 2 | $1.1B | 0.0% |
| Basic Materials | 1 | $411K | 0.0% |
| Real Estate | 1 | $387K | 0.0% |