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 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