$108 Million is the total value of American Institute for Advanced Investment Management, LLP's 115 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FJP | New | FIRST TR EXCH TRD ALPHDX FDjapan alphadex | $871,698 | – | 16,314 | +100.0% | 0.81% | – |
| ETN | New | EATON CORP PLC | $232,805 | – | 1,163 | +100.0% | 0.22% | – |
| FTC | New | FIRST TRUST LRGCP GWT ALPHAD | $230,773 | – | 2,385 | +100.0% | 0.21% | – |
| AMGN | New | AMGEN INC | $217,696 | – | 810 | +100.0% | 0.20% | – |
| LLY | New | ELI LILLY & CO | $214,852 | – | 400 | +100.0% | 0.20% | – |
| GOOG | New | ALPHABET INCcap stk cl c | $213,597 | – | 1,612 | +100.0% | 0.20% | – |
| DLR | New | DIGITAL RLTY TR INC | $200,289 | – | 1,655 | +100.0% | 0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 16 | Q3 2023 | 7.4% |
| SPDR S&P 500 ETF TR | 16 | Q3 2023 | 5.4% |
| ISHARES TR | 16 | Q3 2023 | 5.2% |
| APPLE INC | 16 | Q3 2023 | 5.2% |
| ISHARES TR | 16 | Q3 2023 | 6.9% |
| VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 3.1% |
| PIMCO ETF TR | 16 | Q3 2023 | 4.3% |
| ISHARES TR | 16 | Q3 2023 | 3.5% |
| VANGUARD INDEX FDS | 16 | Q3 2023 | 3.1% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.9% |
View American Institute for Advanced Investment Management, LLP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-04-20 |
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.