0001214659-20-002770.txt : 20200319
0001214659-20-002770.hdr.sgml : 20200319
20200319155705
ACCESSION NUMBER: 0001214659-20-002770
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200319
DATE AS OF CHANGE: 20200319
EFFECTIVENESS DATE: 20200319
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: American Institute for Advanced Investment Management, LLP
CENTRAL INDEX KEY: 0001805824
IRS NUMBER: 352455342
STATE OF INCORPORATION: AZ
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20209
FILM NUMBER: 20728391
BUSINESS ADDRESS:
STREET 1: 7337 E DOUBLETREE RANCH RD. STE 195
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85258
BUSINESS PHONE: 4803461556
MAIL ADDRESS:
STREET 1: 7337 E DOUBLETREE RANCH RD. STE 195
CITY: SCOTTSDALE
STATE: AZ
ZIP: 85258
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001805824
XXXXXXXX
12-31-2019
12-31-2019
false
American Institute for Advanced Investment Management, LLP
7337 E DOUBLETREE RANCH RD. STE 195
SCOTTSDALE
AZ
85258
13F HOLDINGS REPORT
028-20209
N
Philip L Nagel
Chief Compliance Officer
4803461556
/s/ Philip L Nagel
Scottsdale
AZ
03-12-2020
0
96
103607
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
330
3797
SH
SOLE
3797
0
0
ABBVIE INC
COM
00287Y109
297
3359
SH
SOLE
3359
0
0
ALPHABET INC
CAP STK CL A
02079K305
359
268
SH
SOLE
268
0
0
ALPS ETF TR
ALERIAN MLP
00162Q866
445
52400
SH
SOLE
52400
0
0
ALTRIA GROUP INC
COM
02209S103
207
4155
SH
SOLE
4155
0
0
AMAZON COM INC
COM
023135106
1308
708
SH
SOLE
708
0
0
AMERICAN CAMPUS CMNTYS INC
COM
024835100
368
7830
SH
SOLE
7830
0
0
APPLE INC
COM
037833100
2340
7968
SH
SOLE
7968
0
0
AT&T INC
COM
00206R102
236
6040
SH
SOLE
6040
0
0
BECTON DICKINSON & CO
COM
075887109
262
962
SH
SOLE
962
0
0
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
340
1
SH
SOLE
1
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
425
1876
SH
SOLE
1876
0
0
CHENIERE ENERGY PARTNERS LP
COM UNIT
16411Q101
213
5350
SH
SOLE
5350
0
0
CHEVRON CORP NEW
COM
166764100
451
3741
SH
SOLE
3741
0
0
COSTCO WHSL CORP NEW
COM
22160K105
218
743
SH
SOLE
743
0
0
EATON VANCE TX MNG BY WRT OP
COM
27828Y108
1092
73035
SH
SOLE
73035
0
0
EXCHANGE TRADED CONCEPTS TR
EMQQ EM INTERN
301505889
248
7018
SH
SOLE
7018
0
0
EXCHANGE TRADED CONCEPTS TR
ROBO GLB ETF
301505707
693
16502
SH
SOLE
16502
0
0
FIRST TR MORNINGSTAR DIV LEA
SHS
336917109
1906
58510
SH
SOLE
58510
0
0
FIRST TR EXCHANGE TRADED FD
FINLS ALPHADEX
33734X135
1412
42150
SH
SOLE
42150
0
0
FIRST TR EXCHANGE TRADED FD
NO AMER ENERGY
33738D101
849
33317
SH
SOLE
33317
0
0
FIRST TR EXCHANGE-TRADED FD
PFD SECS INC ETF
33739E108
1681
83763
SH
SOLE
83763
0
0
HOME DEPOT INC
COM
437076102
950
4349
SH
SOLE
4349
0
0
ILLINOIS TOOL WKS INC
COM
452308109
2051
11420
SH
SOLE
11420
0
0
INTEL CORP
COM
458140100
760
12701
SH
SOLE
12701
0
0
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
46137V100
1262
18453
SH
SOLE
18453
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 CB
46138J502
3004
141076
SH
SOLE
141076
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2020 HY
46138J601
3512
146757
SH
SOLE
146757
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 CB
46138J700
1999
94115
SH
SOLE
94115
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2021 HY
46138J809
1573
63730
SH
SOLE
63730
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 HY
46138J858
332
12700
SH
SOLE
12700
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
46138J866
567
26625
SH
SOLE
26625
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 HY
46138J874
839
34315
SH
SOLE
34315
0
0
INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
46138J882
1063
49445
SH
SOLE
49445
0
0
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
46137V308
482
6985
SH
SOLE
6985
0
0
INVESCO EXCHNG TRADED FD TR
NATL AMT MUNI
46138E537
358
13545
SH
SOLE
13545
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
321
1511
SH
SOLE
1511
0
0
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
46137V167
228
3261
SH
SOLE
3261
0
0
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
46137V175
266
2249
SH
SOLE
2249
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
2351
20314
SH
SOLE
20314
0
0
INVESCO EXCHANGE TRADED FD T
S&P500 BUY WRT
46137V399
385
17890
SH
SOLE
17890
0
0
ISHARES TR
20 YR TR BD ETF
464287432
2078
15338
SH
SOLE
15338
0
0
ISHARES TR
BARCLAYS 7 10 YR
464287440
1990
18054
SH
SOLE
18054
0
0
ISHARES TR
US AER DEF ETF
464288760
271
1220
SH
SOLE
1220
0
0
ISHARES TR
MSCI MIN VOL ETF
46429B697
754
11493
SH
SOLE
11493
0
0
ISHARES TR
GNMA BOND ETF
46429B333
6206
123607
SH
SOLE
123607
0
0
ISHARES TR
RUS 1000 VAL ETF
464287598
3187
23353
SH
SOLE
23353
0
0
ISHARES TR
RUS 1000 GRW ETF
464287614
5911
33600
SH
SOLE
33600
0
0
ISHARES TR
RUS 2000 VAL ETF
464287630
300
2335
SH
SOLE
2335
0
0
ISHARES TR
RUSSELL 2000 ETF
464287655
1829
11039
SH
SOLE
11039
0
0
ISHARES TR
S&P SML 600 GWT
464287887
292
1510
SH
SOLE
1510
0
0
ISHARES TR
SELECT DIVID ETF
464287168
278
2632
SH
SOLE
2632
0
0
ISHARES TR
SH TR CRPORT ETF
464288646
2743
51138
SH
SOLE
51138
0
0
ISHARES TR
U.S. TECH ETF
464287721
621
2669
SH
SOLE
2669
0
0
JOHN HANCOCK ETF TRUST
MULTIFACTR SML
47804J842
589
21187
SH
SOLE
21187
0
0
JOHNSON & JOHNSON
COM
478160104
1003
6877
SH
SOLE
6877
0
0
MCDONALDS CORP
COM
580135101
286
1445
SH
SOLE
1445
0
0
MEDICAL PPTYS TRUST INC
COM
58463J304
699
33109
SH
SOLE
33109
0
0
MERCK & CO INC
COM
58933Y105
326
3585
SH
SOLE
3585
0
0
MICROCHIP TECHNOLOGY INC
COM
595017104
930
8880
SH
SOLE
8880
0
0
MICROSOFT CORP
COM
594918104
1566
9929
SH
SOLE
9929
0
0
NUVEEN HIGH INCOME 2020 TARG
COM
67075L102
1143
116956
SH
SOLE
116956
0
0
NUVEEN HIGH INCOME NOVEMBER
COM
67077N106
173
17250
SH
SOLE
17250
0
0
NUVEEN INT DUR QUAL MUN TRM
COM
670677103
312
22500
SH
SOLE
22500
0
0
ORBCOMM INC
COM
68555P100
60
14299
SH
SOLE
14299
0
0
PACER FDS TR
TRENDP US LAR CP
69374H105
1245
37200
SH
SOLE
37200
0
0
PEPSICO INC
COM
713448108
498
3645
SH
SOLE
3645
0
0
PFIZER INC
COM
717081103
380
9695
SH
SOLE
9695
0
0
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
340
3350
SH
SOLE
3350
0
0
PROCTER & GAMBLE CO
COM
742718109
489
3919
SH
SOLE
3919
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
1727
16954
SH
SOLE
16954
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
737
8035
SH
SOLE
8035
0
0
SPDR SERIES TRUST
BLOOMBERG SRT TR
78468R408
204
7560
SH
SOLE
7560
0
0
SPDR SERIES TRUST
BLOOMBERG BRCLYS
78468R622
292
2666
SH
SOLE
2666
0
0
SPDR GOLD TRUST
GOLD SHS
78463V107
677
4738
SH
SOLE
4738
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
3276
10179
SH
SOLE
10179
0
0
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
1835
4888
SH
SOLE
4888
0
0
SPDR SERIES TRUST
DJ REIT ETF
78464A607
655
6425
SH
SOLE
6425
0
0
SPDR SERIES TRUST
S&P DIVID ETF
78464A763
1057
9829
SH
SOLE
9829
0
0
TRI CONTL CORP
COM
895436103
300
10636
SH
SOLE
10636
0
0
UNITED TECHNOLOGIES CORP
COM
913017109
259
1731
SH
SOLE
1731
0
0
VANGUARD GROUP
DIV APP ETF
921908844
3199
25663
SH
SOLE
25663
0
0
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
1711
38479
SH
SOLE
38479
0
0
VANGUARD INDEX FDS
GROWTH ETF
922908736
1193
6550
SH
SOLE
6550
0
0
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
605
3155
SH
SOLE
3155
0
0
VANGUARD WORLD FDS
INF TECH ETF
92204A702
733
2995
SH
SOLE
2995
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
281
3079
SH
SOLE
3079
0
0
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
2423
20329
SH
SOLE
20329
0
0
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1431
9011
SH
SOLE
9011
0
0
VANGUARD BD INDEX FD INC
SHORT TRM BOND
921937827
1351
16756
SH
SOLE
16756
0
0
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
2344
14327
SH
SOLE
14327
0
0
VANGUARD INDEX FDS
VALUE ETF
922908744
472
3938
SH
SOLE
3938
0
0
VISA INC
COM CL A
92826C839
206
1094
SH
SOLE
1094
0
0
WALMART INC
COM
931142103
218
1835
SH
SOLE
1835
0
0
WISDOMTREE TR
ASIA PAC EXJP FD
97717W828
321
4640
SH
SOLE
4640
0
0
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
1618
35349
SH
SOLE
35349
0
0