0001214659-24-001079.txt : 20240123 0001214659-24-001079.hdr.sgml : 20240123 20240123101807 ACCESSION NUMBER: 0001214659-24-001079 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240123 DATE AS OF CHANGE: 20240123 EFFECTIVENESS DATE: 20240123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: American Institute for Advanced Investment Management, LLP CENTRAL INDEX KEY: 0001805824 ORGANIZATION NAME: 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: 24550830 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 X0202 13F-HR LIVE false false false 0001805824 XXXXXXXX 12-31-2023 12-31-2023 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 4803461556 /s/ Philip L Nagel Scottsdale AZ 01-18-2024 0 120 113232007 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 431145 3917 SH SOLE 0 0 3917 ABBVIE INC COM 00287Y109 1232324 7952 SH SOLE 0 0 7952 ALPHABET INC CAP STK CL C 02079K107 208576 1480 SH SOLE 0 0 1480 ALPHABET INC CAP STK CL A 02079K305 435693 3119 SH SOLE 0 0 3119 ALTRIA GROUP INC COM 02209S103 228324 5660 SH SOLE 0 0 5660 AMAZON COM INC COM 023135106 1837714 12095 SH SOLE 0 0 12095 AMGEN INC COM 031162100 200174 695 SH SOLE 0 0 695 APPLE INC COM 037833100 5290535 27479 SH SOLE 0 0 27479 AUTONATION INC COM 05329W102 204997 1365 SH SOLE 0 0 1365 BERKSHIRE HATHAWAY INC DEL CL A 084670108 542625 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 542480 1521 SH SOLE 0 0 1521 BROADCOM INC COM 11135F101 357201 320 SH SOLE 0 0 320 CATERPILLAR INC COM 149123101 257232 870 SH SOLE 0 0 870 CHEVRON CORP NEW COM 166764100 970435 6506 SH SOLE 0 0 6506 CONSOLIDATED WATER CO INC ORD G23773107 395872 11120 SH SOLE 0 0 11120 CONSTELLATION ENERGY CORP COM 21037T109 754410 6454 SH SOLE 0 0 6454 COSTCO WHSL CORP NEW COM 22160K105 728728 1104 SH SOLE 0 0 1104 CSX CORP COM 126408103 219115 6320 SH SOLE 0 0 6320 DIGITAL RLTY TR INC COM 253868103 222729 1655 SH SOLE 0 0 1655 EATON CORP PLC SHS G29183103 228779 950 SH SOLE 0 0 950 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 337226 27350 SH SOLE 0 0 27350 ELI LILLY & CO COM 532457108 233168 400 SH SOLE 0 0 400 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 344831 24988 SH SOLE 0 0 24988 ENTERPRISE PRODS PARTNERS L COM 293792107 311723 11830 SH SOLE 0 0 11830 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 407754 11375 SH SOLE 0 0 11375 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 442475 7722 SH SOLE 0 0 7722 EXXON MOBIL CORP COM 30231G102 251950 2520 SH SOLE 0 0 2520 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 247838 13900 SH SOLE 0 0 13900 FIRST TR EXCH TRD ALPHDX FD JAPAN ALPHADEX 33737J158 930457 18465 SH SOLE 0 0 18465 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 462486 8590 SH SOLE 0 0 8590 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 1181667 11285 SH SOLE 0 0 11285 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1451302 18132 SH SOLE 0 0 18132 FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 246887 10164 SH SOLE 0 0 10164 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 962802 45075 SH SOLE 0 0 45075 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 585322 12856 SH SOLE 0 0 12856 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 33740F805 586113 13140 SH SOLE 0 0 13140 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 637206 8995 SH SOLE 0 0 8995 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 737942 7065 SH SOLE 0 0 7065 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 353422 3860 SH SOLE 125 0 3735 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 267875 2445 SH SOLE 0 0 2445 GARTNER INC COM 366651107 225555 500 SH SOLE 0 0 500 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 923397 37430 SH SOLE 200 0 37230 GLOBAL X FDS US INFR DEV ETF 37954Y673 1504009 43645 SH SOLE 235 0 43410 HOME DEPOT INC COM 437076102 1478039 4265 SH SOLE 0 0 4265 HONEYWELL INTL INC COM 438516106 350846 1673 SH SOLE 0 0 1673 ILLINOIS TOOL WKS INC COM 452308109 2094734 7997 SH SOLE 0 0 7997 INDIA FD INC COM 454089103 244849 13387 SH SOLE 0 0 13387 INTEL CORP COM 458140100 533205 10611 SH SOLE 0 0 10611 INTERNATIONAL BUSINESS MACHS COM 459200101 258246 1579 SH SOLE 0 0 1579 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 230798 9545 SH SOLE 0 0 9545 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 339877 17610 SH SOLE 0 0 17610 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 527129 25770 SH SOLE 0 0 25770 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 933984 44720 SH SOLE 0 0 44720 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 892109 9680 SH SOLE 0 0 9680 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 377763 3815 SH SOLE 0 0 3815 INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 708145 6601 SH SOLE 0 0 6601 INVESCO EXCHANGE TRADED FD T S&P SML600 GWT 46137V175 249585 5481 SH SOLE 0 0 5481 INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217 226288 5485 SH SOLE 0 0 5485 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1449237 9184 SH SOLE 0 0 9184 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 991718 16295 SH SOLE 0 0 16295 INVESCO QQQ TR UNIT SER 1 46090E103 447604 1093 SH SOLE 0 0 1093 IRON MTN INC DEL COM 46284V101 759640 10855 SH SOLE 0 0 10855 ISHARES TR ISHS 1-5YR INVS 464288646 933263 18201 SH SOLE 0 0 18201 ISHARES TR CORE S&P SCP ETF 464287804 417742 3859 SH SOLE 0 0 3859 ISHARES TR GNMA BOND ETF 46429B333 306567 6928 SH SOLE 0 0 6928 ISHARES TR RUS 1000 VAL ETF 464287598 5642806 34147 SH SOLE 0 0 34147 ISHARES TR RUS 1000 GRW ETF 464287614 8554248 28216 SH SOLE 0 0 28216 ISHARES TR RUSSELL 2000 ETF 464287655 2858170 14240 SH SOLE 0 0 14240 ISHARES TR SELECT DIVID ETF 464287168 270309 2306 SH SOLE 0 0 2306 ISHARES TR ISHARES SEMICDTR 464287523 309367 537 SH SOLE 0 0 537 ISHARES TR U.S. TECH ETF 464287721 920994 7503 SH SOLE 0 0 7503 ISHARES TR U.S. MED DVC ETF 464288810 478446 8865 SH SOLE 0 0 8865 ISHARES U S ETF TR BLACKROCK SH DUR 46431W507 1320593 26140 SH SOLE 0 0 26140 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 1157252 31646 SH SOLE 0 0 31646 JOHNSON & JOHNSON COM 478160104 1155957 7375 SH SOLE 0 0 7375 JPMORGAN CHASE & CO COM 46625H100 235249 1383 SH SOLE 0 0 1383 MARTIN MARIETTA MATLS INC COM 573284106 299347 600 SH SOLE 0 0 600 MCDONALDS CORP COM 580135101 441801 1490 SH SOLE 0 0 1490 MERCK & CO INC COM 58933Y105 453523 4160 SH SOLE 0 0 4160 MICROCHIP TECHNOLOGY INC. COM 595017104 1191638 13214 SH SOLE 0 0 13214 MICROSOFT CORP COM 594918104 3627280 9646 SH SOLE 0 0 9646 NUVEEN AMT FREE MUN CR INC F COM 67071L106 129265 10936 SH SOLE 0 0 10936 NVIDIA CORPORATION COM 67066G104 389242 786 SH SOLE 0 0 786 ORACLE CORP COM 68389X105 276437 2622 SH SOLE 0 0 2622 PACER FDS TR TRENDP US LAR CP 69374H105 1250504 28900 SH SOLE 0 0 28900 PEPSICO INC COM 713448108 476402 2805 SH SOLE 0 0 2805 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3403755 34109 SH SOLE 0 0 34109 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 489721 5168 SH SOLE 0 0 5168 PROCTER AND GAMBLE CO COM 742718109 445042 3037 SH SOLE 0 0 3037 PULTE GROUP INC COM 745867101 203859 1975 SH SOLE 0 0 1975 SCHWAB CHARLES CORP COM 808513105 263160 3825 SH SOLE 0 0 3825 SELECT SECTOR SPDR TR ENERGY 81369Y506 527439 6291 SH SOLE 0 0 6291 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 536552 14270 SH SOLE 0 0 14270 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1894978 13895 SH SOLE 0 0 13895 SELECT SECTOR SPDR TR INDL 81369Y704 348467 3057 SH SOLE 0 0 3057 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 902732 4690 SH SOLE 0 0 4690 SPDR GOLD TR GOLD SHS 78463V107 835988 4373 SH SOLE 0 0 4373 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 218175 6415 SH SOLE 0 0 6415 SPDR S&P 500 ETF TR TR UNIT 78462F103 5351479 11259 SH SOLE 0 0 11259 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1975229 3893 SH SOLE 0 0 3893 SPDR SER TR S&P DIVID ETF 78464A763 942902 7545 SH SOLE 0 0 7545 TRI CONTL CORP COM 895436103 307958 10682 SH SOLE 0 0 10682 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 263181 1505 SH SOLE 0 0 1505 VANECK ETF TRUST URANIUM PLS NUCL 92189F601 987583 13770 SH SOLE 0 0 13770 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 571341 7418 SH SOLE 0 0 7418 VANGUARD INDEX FDS GROWTH ETF 922908736 1933054 6218 SH SOLE 0 0 6218 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 952573 6569 SH SOLE 0 0 6569 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1125955 5128 SH SOLE 0 0 5128 VANGUARD INDEX FDS MID CAP ETF 922908629 593890 2553 SH SOLE 0 0 2553 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 483537 1107 SH SOLE 0 0 1107 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3227380 13605 SH SOLE 0 0 13605 VANGUARD INDEX FDS VALUE ETF 922908744 1458382 9755 SH SOLE 0 0 9755 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 763232 18570 SH SOLE 75 0 18495 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3337794 19588 SH SOLE 0 0 19588 VANGUARD WORLD FDS ENERGY ETF 92204A306 1085863 9259 SH SOLE 0 0 9259 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 426442 1701 SH SOLE 0 0 1701 VANGUARD WORLD FDS INF TECH ETF 92204A702 1121402 2317 SH SOLE 0 0 2317 WALMART INC COM 931142103 357080 2265 SH SOLE 0 0 2265 WASTE MGMT INC DEL COM 94106L109 298203 1665 SH SOLE 0 0 1665 WISDOMTREE TR EMER MKT HIGH FD 97717W315 484986 11922 SH SOLE 0 0 11922