0001214659-21-000892.txt : 20210128 0001214659-21-000892.hdr.sgml : 20210128 20210128153823 ACCESSION NUMBER: 0001214659-21-000892 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210128 DATE AS OF CHANGE: 20210128 EFFECTIVENESS DATE: 20210128 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: 21564728 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 12-31-2020 12-31-2020 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 01-26-2021 0 107 124437 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 399 3645 SH SOLE 0 0 3645 ABBVIE INC COM 00287Y109 687 6414 SH SOLE 0 0 6414 ALPHABET INC CAP STK CL A 02079K305 500 285 SH SOLE 0 0 285 ALPS ETF TR CLEAN ENERGY 00162Q460 723 9016 SH SOLE 65 0 8951 ALTRIA GROUP INC COM 02209S103 211 5155 SH SOLE 0 0 5155 AMAZON COM INC COM 023135106 2202 676 SH SOLE 0 0 676 APPLE INC COM 037833100 4334 32662 SH SOLE 0 0 32662 ARK ETF TR INNOVATION ETF 00214Q104 337 2709 SH SOLE 0 0 2709 ASTRAZENECA PLC SPONSORED ADR 046353108 241 4815 SH SOLE 0 0 4815 AT&T INC COM 00206R102 273 9502 SH SOLE 0 0 9502 BERKSHIRE HATHAWAY INC DEL CL A 084670108 348 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 391 1686 SH SOLE 0 0 1686 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1014 20220 SH SOLE 0 0 20220 CHEVRON CORP NEW COM 166764100 204 2419 SH SOLE 0 0 2419 COSTCO WHSL CORP NEW COM 22160K105 363 963 SH SOLE 0 0 963 CSG SYS INTL INC NOTE 4.250% 3/1 126349AF6 32 30000 PRN SOLE 0 0 30000 CSX CORP COM 126408103 240 2640 SH SOLE 0 0 2640 DIGITAL RLTY TR INC COM 253868103 230 1650 SH SOLE 0 0 1650 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 1321 86044 SH SOLE 0 0 86044 ELECTRONIC ARTS INC COM 285512109 204 1420 SH SOLE 0 0 1420 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 520 15477 SH SOLE 0 0 15477 EXCHANGE TRADED CONCEPTS TR EMQQ EM INTERN 301505889 1130 17767 SH SOLE 0 0 17767 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 915 15033 SH SOLE 0 0 15033 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1640 24293 SH SOLE 0 0 24293 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 292 6585 SH SOLE 0 0 6585 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 2413 119512 SH SOLE 375 0 119137 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 899 37490 SH SOLE 200 0 37290 HOME DEPOT INC COM 437076102 1149 4324 SH SOLE 0 0 4324 HONEYWELL INTL INC COM 438516106 656 3086 SH SOLE 0 0 3086 ILLINOIS TOOL WKS INC COM 452308109 2331 11435 SH SOLE 0 0 11435 INTEL CORP COM 458140100 596 11968 SH SOLE 0 0 11968 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 CB 46138J700 3097 145995 SH SOLE 0 0 145995 INVESCO EXCH TRD SLF IDX FD BULSHS 2021 HY 46138J809 1620 70146 SH SOLE 0 0 70146 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 451 20150 SH SOLE 0 0 20150 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 HY 46138J858 367 14477 SH SOLE 0 0 14477 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 1481 67625 SH SOLE 0 0 67625 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 910 38987 SH SOLE 0 0 38987 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 2384 109620 SH SOLE 0 0 109620 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 402 5485 SH SOLE 0 0 5485 INVESCO EXCHANGE TRADED FD T DYNMC BIOTECH 46137V787 202 2881 SH SOLE 0 0 2881 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 392 14445 SH SOLE 0 0 14445 INVESCO QQQ TR UNIT SER 1 46090E103 537 1711 SH SOLE 0 0 1711 INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 272 4086 SH SOLE 0 0 4086 INVESCO EXCHANGE TRADED FD T S&P SML600 GWT 46137V175 249 1806 SH SOLE 0 0 1806 INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217 244 1202 SH SOLE 0 0 1202 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1316 10318 SH SOLE 0 0 10318 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 516 5025 SH SOLE 0 0 5025 ISHARES TR ISHS 1-5YR INVS 464288646 2502 45345 SH SOLE 0 0 45345 ISHARES TR 20 YR TR BD ETF 464287432 1505 9539 SH SOLE 0 0 9539 ISHARES TR BARCLAYS 7 10 YR 464287440 2827 23568 SH SOLE 0 0 23568 ISHARES TR CORE S&P SCP ETF 464287804 339 3685 SH SOLE 0 0 3685 ISHARES TR GNMA BOND ETF 46429B333 6925 135777 SH SOLE 0 0 135777 ISHARES TR JPMORGAN USD EMG 464288281 1736 14976 SH SOLE 0 0 14976 ISHARES TR MSCI EMG MKT ETF 464287234 326 6300 SH SOLE 0 0 6300 ISHARES TR MSCI USA MIN VOL 46429B697 700 10308 SH SOLE 0 0 10308 ISHARES TR RUS 1000 VAL ETF 464287598 3519 25739 SH SOLE 0 0 25739 ISHARES TR RUS 1000 GRW ETF 464287614 8247 34199 SH SOLE 0 0 34199 ISHARES TR RUSSELL 2000 ETF 464287655 3519 17949 SH SOLE 25 0 17924 ISHARES TR S&P SML 600 GWT 464287887 227 1992 SH SOLE 0 0 1992 ISHARES TR SELECT DIVID ETF 464287168 241 2507 SH SOLE 0 0 2507 ISHARES TR U.S. TECH ETF 464287721 883 10384 SH SOLE 0 0 10384 ISHARES TR U.S. MED DVC ETF 464288810 1291 3945 SH SOLE 0 0 3945 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 566 18459 SH SOLE 0 0 18459 JOHNSON & JOHNSON COM 478160104 1112 7068 SH SOLE 0 0 7068 MACQUARIE INFRASTRUCTURE COR NOTE 2.000%10/0 55608BAB1 10 10000 PRN SOLE 0 0 10000 MCDONALDS CORP COM 580135101 310 1445 SH SOLE 0 0 1445 MEDICAL PPTYS TRUST INC COM 58463J304 431 19759 SH SOLE 0 0 19759 MERCK & CO. INC COM 58933Y105 428 5235 SH SOLE 0 0 5235 MICROCHIP TECHNOLOGY INC. COM 595017104 974 7050 SH SOLE 0 0 7050 MICROSOFT CORP COM 594918104 2288 10287 SH SOLE 0 0 10287 NUVEEN INT DUR QUAL MUN TRM COM 670677103 331 22500 SH SOLE 0 0 22500 NUVEEN QUALITY MUNCP INCOME COM 67066V101 206 13392 SH SOLE 0 0 13392 ORBCOMM INC COM 68555P100 106 14299 SH SOLE 0 0 14299 PACER FDS TR TRENDP US LAR CP 69374H105 1115 34075 SH SOLE 0 0 34075 PEPSICO INC COM 713448108 549 3700 SH SOLE 0 0 3700 PFIZER INC COM 717081103 277 7521 SH SOLE 0 0 7521 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 2207 21630 SH SOLE 0 0 21630 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 250 2450 SH SOLE 0 0 2450 PROCTER AND GAMBLE CO COM 742718109 555 3989 SH SOLE 0 0 3989 SELECT SECTOR SPDR TR SBI INT-FINL 81369Y605 1162 39400 SH SOLE 0 0 39400 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1922 16940 SH SOLE 0 0 16940 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 323 3645 SH SOLE 0 0 3645 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 970 7460 SH SOLE 0 0 7460 SPDR GOLD TR GOLD SHS 78463V107 768 4308 SH SOLE 0 0 4308 SPDR S&P 500 ETF TR TR UNIT 78462F103 5178 13849 SH SOLE 0 0 13849 SPDR INDEX SHS FDS S&P INTL ETF 78463X772 992 27139 SH SOLE 0 0 27139 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2230 5310 SH SOLE 0 0 5310 SPDR SER TR S&P DIVID ETF 78464A763 1642 15504 SH SOLE 0 0 15504 TRI CONTL CORP COM 895436103 320 10851 SH SOLE 0 0 10851 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3766 26679 SH SOLE 0 0 26679 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 2554 50973 SH SOLE 75 0 50898 VANGUARD INDEX FDS GROWTH ETF 922908736 1806 7129 SH SOLE 0 0 7129 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 752 3362 SH SOLE 0 0 3362 VANGUARD WORLD FDS INF TECH ETF 92204A702 1302 3681 SH SOLE 0 0 3681 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 299 3079 SH SOLE 0 0 3079 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 838 7048 SH SOLE 0 0 7048 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1561 7359 SH SOLE 0 0 7359 VANGUARD INDEX FDS MID CAP ETF 922908629 1312 6346 SH SOLE 0 0 6346 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1535 18511 SH SOLE 0 0 18511 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 92206C409 256 3079 SH SOLE 0 0 3079 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3055 15696 SH SOLE 0 0 15696 VANGUARD INDEX FDS VALUE ETF 922908744 566 4755 SH SOLE 0 0 4755 VERINT SYS INC NOTE 1.500% 6/0 92343XAA8 32 30000 PRN SOLE 0 0 30000 VISA INC COM CL A 92826C839 542 2476 SH SOLE 0 0 2476 WALMART INC COM 931142103 297 2060 SH SOLE 0 0 2060 WASTE MGMT INC DEL COM 94106L109 209 1775 SH SOLE 0 0 1775 WISDOMTREE TR EMER MKT HIGH FD 97717W315 511 12419 SH SOLE 0 0 12419