| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 19 | Q2 2024 | 7.7% |
| SPDR S&P 500 ETF TR | 19 | Q2 2024 | 5.4% |
| ISHARES TR | 19 | Q2 2024 | 5.2% |
| APPLE INC | 19 | Q2 2024 | 5.2% |
| VANGUARD SPECIALIZED FUNDS | 19 | Q2 2024 | 3.1% |
| PIMCO ETF TR | 19 | Q2 2024 | 4.3% |
| ISHARES TR | 19 | Q2 2024 | 3.5% |
| ISHARES TR | 19 | Q2 2024 | 6.9% |
| VANGUARD INDEX FDS | 19 | Q2 2024 | 3.1% |
| MICROSOFT CORP | 19 | Q2 2024 | 3.3% |
View American Institute for Advanced Investment Management, LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-24 |
| 13F-HR | 2024-04-22 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-07-26 |
| 13F-HR | 2023-04-28 |
| 13F-HR/A | 2023-02-28 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-21 |
View American Institute for Advanced Investment Management, LLP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.