American Institute for Advanced Investment Management, LLP · 13F Holdings
| Stock | Ownership Trend | Portfolio % | Prev Q % | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action |
|---|---|---|---|---|---|---|---|---|---|
| IISHARES RUSSELLIWF | 6.91% | 6.97% | $12.5M | 100,432 | $10.8M | 25,240 | +75,192+297.91% | Add | |
| IISHARES TRIWD | 4.19% | 4.37% | $7.6M | 31,216 | $6.7M | 31,537 | -321-1.02% | Reduce | |
| SSTATE STR SPDR S&P 500 ETF TSPY | 3.83% | 4.01% | $6.9M | 9,263 | $6.2M | 9,512 | -249-2.62% | Reduce | |
 APPLE INCAAPL | 3.13% | 3.24% | $5.7M | 19,550 | $5.0M | 19,720 | -170-0.86% | Reduce | |
 CENCORA INCCOR | 3.04% | 0.16% | $5.5M | 19,385 | $243,912 | 19,175 | +210+1.10% | Add | |
| PPIMCO ETF TRMINT | 2.06% | 2.39% | $3.7M | 36,958 | $3.7M | 36,728 | +230+0.63% | Add | |
 HOME DEPOT INCHD | 1.96% | 0.83% | $3.5M | 10,001 | $1.3M | 10,106 | -105-1.04% | Reduce | |
 MICROSOFT CORPMSFT | 1.92% | 2.23% | $3.5M | 9,309 | $3.4M | 9,299 | +10+0.11% | Add | |
| IISHARES RUSSELLIWM | 1.82% | 1.76% | $3.3M | 10,912 | $2.7M | 10,977 | -65-0.59% | Reduce | |
| VVANGUARD INDEX FDSVUG | 1.7% | 1.68% | $3.1M | 35,664 | $2.6M | 5,934 | +29,730+501.01% | Add | |
| GGENERAL DYNAMICS CORPVTI | 1.67% | 1.68% | $3.0M | 8,144 | $2.6M | 8,086 | +58+0.72% | Add | |
| VVANGUARD INDEX FDSVTV | 1.57% | 1.65% | $2.8M | 13,003 | $2.5M | 12,945 | +58+0.45% | Add | |
| VVANGUARD SPECIALIZED FUNDSVIG | 1.53% | 1.71% | $2.8M | 11,666 | $2.6M | 12,286 | -620-5.05% | Reduce | |
 VANECK ETF TRUSTSMH | 1.48% | 0.99% | $2.7M | 4,067 | $1.5M | 3,972 | +95+2.39% | Add | |
| IINVESCO EXCHANGE TRADED FD TPPA | 1.47% | 1.57% | $2.7M | 15,034 | $2.4M | 14,579 | +455+3.12% | Add | |
| SSTATE STREET SPDR S&P MIDCAP 400 ETF TRUSTMDY | 1.44% | 1.49% | $2.6M | 3,696 | $2.3M | 3,718 | -22-0.59% | Reduce | |
| FFIRST TR EXCHANGE-TRADED FDFPX | 1.4% | 1.37% | $2.5M | 17,675 | $2.1M | 17,379 | +296+1.70% | Add | |
 AMAZON COM INCAMZN | 1.34% | 1.38% | $2.4M | 10,154 | $2.1M | 10,229 | -75-0.73% | Reduce | |
| GGLOBAL X FDSPAVE | 1.33% | 1.33% | $2.4M | 40,759 | $2.1M | 40,474 | +285+0.70% | Add | |
| SSPDR GOLD TRGLD | 1.26% | 1.77% | $2.3M | 6,167 | $2.7M | 6,392 | -225-3.52% | Reduce | |
| JJOHN HANCOCK EXCHANGE TRADEDJHSC | 1.26% | 1.3% | $2.3M | 46,686 | $2.0M | 46,904 | -218-0.46% | Reduce | |
 NVIDIA CORPORATIONNVDA | 1.18% | 1.32% | $2.1M | 10,654 | $2.0M | 11,682 | -1,028-8.80% | Reduce | |
| SSPDR SERIES TRUSTBIL | 1.17% | 1.58% | $2.1M | 23,025 | $2.4M | 26,670 | -3,645-13.67% | Reduce | |
| VVANGUARD WORLD FDVGT | 1.15% | 0.99% | $2.1M | 17,408 | $1.5M | 2,197 | +15,211+692.35% | Add | |
| GGLOBAL X FDSAIQ | 1.13% | 0.91% | $2.0M | 31,042 | $1.4M | 30,249 | +793+2.62% | Add | |
 VANECK URANIUM AND NUCLEAR ETFNLR | 1.12% | 1.5% | $2.0M | 17,428 | $2.3M | 17,343 | +85+0.49% | Add | |
 ABBVIE INCABBV | 1% | 1.08% | $1.8M | 7,204 | $1.7M | 7,659 | -455-5.94% | Reduce | |
| IISHARES U.S. TECHNOLOGY ETFIYW | 0.97% | 0.8% | $1.7M | 6,929 | $1.2M | 6,780 | +149+2.20% | Add | |
| SSELECT SECTOR SPDR TRXLK | 0.96% | 0.79% | $1.7M | 9,050 | $1.2M | 9,225 | -175-1.90% | Reduce | |
 JOHNSON & JOHNSONJNJ | 0.89% | 1.03% | $1.6M | 6,340 | $1.6M | 6,485 | -145-2.24% | Reduce | |
| SSELECT SECTOR SPDR TRXLF | 0.85% | 0.94% | $1.5M | 28,558 | $1.4M | 29,258 | -700-2.39% | Reduce | |
 CONSTELLATION ENERGY CORPCEG | 0.83% | 1.1% | $1.5M | 6,021 | $1.7M | 6,021 | 00.00% | Unchanged | |
| SSTATE STREET HEALTH CARE SELECT SECTOR SPDR ETFXLV | 0.81% | 0.95% | $1.5M | 9,267 | $1.5M | 9,975 | -708-7.10% | Reduce | |
| VVANGUARD INDEX FDSVOT | 0.8% | 0.78% | $1.4M | 4,706 | $1.2M | 4,687 | +19+0.41% | Add | |
| VVANGUARD MORNINGSTAR MID-CAP VALUE ETFVOE | 0.74% | 0.81% | $1.3M | 6,795 | $1.3M | 6,807 | -12-0.18% | Reduce | |
 ILLINOIS TOOLITW | 0.73% | 0.82% | $1.3M | 4,840 | $1.3M | 4,840 | 00.00% | Unchanged | |
| SSPDR INDEX SHS FDSSPDW | 0.72% | 0.7% | $1.3M | 25,877 | $1.1M | 23,744 | +2,133+8.98% | Add | |
| FFIRST TR EXCHANGE TRADED FDFTHI | 0.71% | 0.8% | $1.3M | 52,115 | $1.2M | 52,315 | -200-0.38% | Reduce | |
| IISHARES GLOBAL INFRASTRUCTURE ETFIGF | 0.7% | 0.82% | $1.3M | 18,867 | $1.3M | 18,977 | -110-0.58% | Reduce | |
 ALPHABET INCGOOGL | 0.69% | 0.66% | $1.2M | 3,587 | $1.0M | 3,631 | -44-1.21% | Reduce | |
 MCKESSON CORP COMMCK | 0.67% | 0.9% | $1.2M | 1,600 | $1.4M | 1,600 | 00.00% | Unchanged | |
| IINVESCO EXCHANGE TRADED FD TRSP | 0.65% | 0.7% | $1.2M | 5,551 | $1.1M | 5,596 | -45-0.80% | Reduce | |
| GGLOBAL X FDSSHLD | 0.64% | 1.07% | $1.1M | 19,237 | $1.7M | 23,332 | -4,095-17.55% | Reduce | |
| IInvesco Capital Management LLC Water Resources EtfPHO | 0.62% | 0.71% | $1.1M | 16,330 | $1.1M | 16,440 | -110-0.67% | Reduce | |
| BBLACKROCK UTILS INFRASTRUCTUREBUI | 0.61% | 0.63% | $1.1M | 38,140 | $977,776 | 37,065 | +1,075+2.90% | Add | |
| VVANGUARD INTL EQUITY INDEX FVGK | 0.61% | 0.67% | $1.1M | 12,484 | $1.0M | 12,481 | +3+0.02% | Add | |
| IINVESCO EXCH TRD SLF IDX FDBSCR | 0.59% | 0.64% | $1.1M | 54,538 | $990,936 | 50,493 | +4,045+8.01% | Add | |
 MICROCHIP TECHNOLOGYMCHP | 0.59% | 0.49% | $1.1M | 11,706 | $756,325 | 11,706 | 00.00% | Unchanged | |
| IISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB | 0.59% | 0.66% | $1.1M | 20,362 | $1.0M | 19,507 | +855+4.38% | Add | |
| SSPDR SERIES TRUSTSDY | 0.58% | 0.65% | $1.0M | 6,850 | $999,690 | 6,850 | 00.00% | Unchanged |