0001214659-24-007242.txt : 20240422
0001214659-24-007242.hdr.sgml : 20240422
20240422060057
ACCESSION NUMBER: 0001214659-24-007242
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240422
DATE AS OF CHANGE: 20240422
EFFECTIVENESS DATE: 20240422
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: 24859431
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
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03-31-2024
03-31-2024
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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
04-19-2024
0
128
126503192
INFORMATION TABLE
2
infotable.xml
ABBOTT LABS
COM
002824100
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SH
SOLE
215
0
3917
ABBVIE INC
COM
00287Y109
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8438
SH
SOLE
606
0
7832
ALPHABET INC
CAP STK CL C
02079K107
204027
1340
SH
SOLE
140
0
1200
ALPHABET INC
CAP STK CL A
02079K305
654887
4339
SH
SOLE
840
0
3499
ALTRIA GROUP INC
COM
02209S103
246889
5660
SH
SOLE
0
0
5660
AMAZON COM INC
COM
023135106
2122171
11765
SH
SOLE
0
0
11765
APPLE INC
COM
037833100
4452860
25967
SH
SOLE
1978
0
23989
APPLIED MATLS INC
COM
038222105
227472
1103
SH
SOLE
0
0
1103
ATLANTICA SUSTAINABLE INFR P
SHS
G0751N103
203280
11000
SH
SOLE
0
0
11000
AUTONATION INC
COM
05329W102
302539
1850
SH
SOLE
485
0
1365
BERKSHIRE HATHAWAY INC DEL
CL A
084670108
634440
1
SH
SOLE
0
0
1
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
639611
1521
SH
SOLE
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0
1521
BROADCOM INC
COM
11135F101
371115
280
SH
SOLE
0
0
280
CATERPILLAR INC
COM
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935
SH
SOLE
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0
935
CHEVRON CORP NEW
COM
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1049134
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SOLE
205
0
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CONSOLIDATED WATER CO INC
ORD
G23773107
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SH
SOLE
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CONSTELLATION ENERGY CORP
COM
21037T109
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7072
SH
SOLE
615
0
6457
COSTCO WHSL CORP NEW
COM
22160K105
808822
1104
SH
SOLE
0
0
1104
CSX CORP
COM
126408103
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SH
SOLE
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DIGITAL RLTY TR INC
COM
253868103
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SH
SOLE
0
0
1655
EATON CORP PLC
SHS
G29183103
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892
SH
SOLE
142
0
750
EATON VANCE TAX-MANAGED BUY-
COM
27828Y108
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SH
SOLE
1045
0
23350
ELI LILLY & CO
COM
532457108
311184
400
SH
SOLE
0
0
400
ENERGY TRANSFER L P
COM UT LTD PTN
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430049
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SH
SOLE
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0
25689
ENTERPRISE PRODS PARTNERS L
COM
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416692
14280
SH
SOLE
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0
13380
ETF SER SOLUTIONS
DEFIANCE NEXT
26922A289
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12125
SH
SOLE
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0
11375
EXCHANGE TRADED CONCEPTS TRU
ROBO GLB ETF
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SH
SOLE
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0
7638
EXXON MOBIL CORP
COM
30231G102
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SH
SOLE
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0
2841
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
33739P855
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13900
SH
SOLE
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0
13900
FIRST TR EXCH TRD ALPHDX FD
JAPAN ALPHADEX
33737J158
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24485
SH
SOLE
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0
23075
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
576363
10221
SH
SOLE
1300
0
8921
FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
33737A108
1358122
11850
SH
SOLE
819
0
11031
FIRST TR EXCHANGE-TRADED FD
CAP STRENGTH ETF
33733E104
1428590
16679
SH
SOLE
0
0
16679
FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
33738R308
1191478
53025
SH
SOLE
4600
0
48425
FIRST TR EXCHANGE-TRADED FD
NASDQ ARTFCIAL
33738R720
602949
13328
SH
SOLE
0
0
13328
FIRST TR EXCHNG TRADED FD VI
FT VEST FD OF BU
33740F755
256533
9175
SH
SOLE
0
0
9175
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
1341790
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SH
SOLE
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0
27420
FIRST TR LRG CP VL ALPHADEX
COM SHS
33735J101
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8170
SH
SOLE
0
0
8170
FIRST TR MID CAP CORE ALPHAD
COM SHS
33735B108
872010
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SH
SOLE
625
0
7067
FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
393006
4215
SH
SOLE
480
0
3735
GARTNER INC
COM
366651107
238335
500
SH
SOLE
0
0
500
GLOBAL X FDS
AUTONMOUS EV ETF
37954Y624
811681
32861
SH
SOLE
3738
0
29123
GLOBAL X FDS
US PFD ETF
37954Y657
499162
24760
SH
SOLE
0
0
24760
GLOBAL X FDS
US INFR DEV ETF
37954Y673
1750398
43969
SH
SOLE
2009
0
41960
HOME DEPOT INC
COM
437076102
1691675
4410
SH
SOLE
255
0
4155
HONEYWELL INTL INC
COM
438516106
287351
1400
SH
SOLE
0
0
1400
ILLINOIS TOOL WKS INC
COM
452308109
2119002
7897
SH
SOLE
0
0
7897
INDIA FD INC
COM
454089103
856077
41821
SH
SOLE
1300
0
40521
INTEL CORP
COM
458140100
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8561
SH
SOLE
0
0
8561
INTERNATIONAL BUSINESS MACHS
COM
459200101
392232
2054
SH
SOLE
0
0
2054
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
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1686
SH
SOLE
0
0
1686
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
46138E537
227457
9545
SH
SOLE
0
0
9545
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
46138J783
295523
15320
SH
SOLE
0
0
15320
INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
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SH
SOLE
0
0
22060
INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
562241
27520
SH
SOLE
0
0
27520
INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
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42920
SH
SOLE
0
0
42920
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
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10925
SH
SOLE
755
0
10170
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
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3815
SH
SOLE
0
0
3815
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
46137V167
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6522
SH
SOLE
0
0
6522
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
46137V175
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SH
SOLE
0
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INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
46137V217
278091
5485
SH
SOLE
0
0
5485
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1500787
8861
SH
SOLE
0
0
8861
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
46137V142
1109391
16665
SH
SOLE
520
0
16145
INVESCO QQQ TR
UNIT SER 1
46090E103
602966
1358
SH
SOLE
255
0
1103
IRON MTN INC DEL
COM
46284V101
930842
11605
SH
SOLE
850
0
10755
ISHARES INC
MSCI MEXICO ETF
464286822
571809
8250
SH
SOLE
400
0
7850
ISHARES TR
ISHS 1-5YR INVS
464288646
926938
18076
SH
SOLE
0
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18076
ISHARES TR
CORE S&P SCP ETF
464287804
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5490
SH
SOLE
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0
5490
ISHARES TR
GNMA BOND ETF
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300610
6928
SH
SOLE
0
0
6928
ISHARES TR
RUS 1000 VAL ETF
464287598
6091717
34011
SH
SOLE
0
0
34011
ISHARES TR
RUS 1000 GRW ETF
464287614
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27473
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SOLE
0
0
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ISHARES TR
RUSSELL 2000 ETF
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2661419
12655
SH
SOLE
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12655
ISHARES TR
SELECT DIVID ETF
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2256
SH
SOLE
0
0
2256
ISHARES TR
ISHARES SEMICDTR
464287523
375930
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SH
SOLE
0
0
1664
ISHARES TR
U.S. TECH ETF
464287721
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7263
SH
SOLE
0
0
7263
ISHARES TR
U.S. MED DVC ETF
464288810
490692
8375
SH
SOLE
690
0
7685
ISHARES U S ETF TR
BLACKROCK SH DUR
46431W507
980942
19440
SH
SOLE
0
0
19440
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML
47804J842
1404783
36469
SH
SOLE
0
0
36469
JOHNSON & JOHNSON
COM
478160104
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7275
SH
SOLE
0
0
7275
JPMORGAN CHASE & CO
COM
46625H100
356735
1781
SH
SOLE
443
0
1338
MARTIN MARIETTA MATLS INC
COM
573284106
438967
715
SH
SOLE
85
0
630
MCDONALDS CORP
COM
580135101
420107
1490
SH
SOLE
0
0
1490
MERCK & CO INC
COM
58933Y105
545615
4135
SH
SOLE
0
0
4135
MICROCHIP TECHNOLOGY INC.
COM
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13404
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SOLE
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MICROSOFT CORP
COM
594918104
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9600
SH
SOLE
36
0
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NUVEEN AMT FREE MUN CR INC F
COM
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SH
SOLE
0
0
10936
NUVEEN QUALITY MUNCP INCOME
COM
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SH
SOLE
0
0
10767
NVIDIA CORPORATION
COM
67066G104
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SH
SOLE
0
0
826
ORACLE CORP
COM
68389X105
329349
2622
SH
SOLE
0
0
2622
PACER FDS TR
TRENDP US LAR CP
69374H105
1338312
28045
SH
SOLE
660
0
27385
PEPSICO INC
COM
713448108
490901
2805
SH
SOLE
0
0
2805
PIMCO ETF TR
ENHAN SHRT MA AC
72201R833
3300131
32824
SH
SOLE
0
0
32824
PIMCO ETF TR
ENHNCD LW DUR AC
72201R718
456088
4808
SH
SOLE
0
0
4808
PROCTER AND GAMBLE CO
COM
742718109
492754
3037
SH
SOLE
0
0
3037
PULTE GROUP INC
COM
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238224
1975
SH
SOLE
0
0
1975
SCHWAB CHARLES CORP
COM
808513105
276701
3825
SH
SOLE
0
0
3825
SELECT SECTOR SPDR TR
INDL
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429146
3407
SH
SOLE
350
0
3057
SELECT SECTOR SPDR TR
ENERGY
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594881
6301
SH
SOLE
0
0
6301
SELECT SECTOR SPDR TR
FINANCIAL
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621481
14755
SH
SOLE
1875
0
12880
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
2023394
13697
SH
SOLE
657
0
13040
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
1062175
5100
SH
SOLE
390
0
4710
SPDR GOLD TR
GOLD SHS
78463V107
906812
4408
SH
SOLE
35
0
4373
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
241206
6730
SH
SOLE
0
0
6730
SPDR S&P 500 ETF TR
TR UNIT
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5673699
10847
SH
SOLE
0
0
10847
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
78467Y107
2143808
3853
SH
SOLE
0
0
3853
SPDR SER TR
S&P DIVID ETF
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SH
SOLE
0
0
7545
SSGA ACTIVE ETF TR
SPDR TR TACTIC
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6726
SH
SOLE
0
0
6726
TRANE TECHNOLOGIES PLC
SHS
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SH
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215
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715
TRI CONTL CORP
COM
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10682
SH
SOLE
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0
10682
VANECK ETF TRUST
SEMICONDUCTR ETF
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4032
SH
SOLE
210
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3822
VANECK ETF TRUST
URANIUM PLS NUCL
92189F601
1115025
14680
SH
SOLE
925
0
13755
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SHORT TRM BOND
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7673
SH
SOLE
0
0
7673
VANGUARD INDEX FDS
GROWTH ETF
922908736
2137827
6211
SH
SOLE
0
0
6211
VANGUARD INDEX FDS
MCAP VL IDXVIP
922908512
1019185
6537
SH
SOLE
0
0
6537
VANGUARD INDEX FDS
MCAP GR IDXVIP
922908538
1198993
5085
SH
SOLE
0
0
5085
VANGUARD INDEX FDS
MID CAP ETF
922908629
637849
2553
SH
SOLE
0
0
2553
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
532135
1107
SH
SOLE
0
0
1107
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
3483448
13403
SH
SOLE
0
0
13403
VANGUARD INDEX FDS
VALUE ETF
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1557107
9561
SH
SOLE
0
0
9561
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
922042858
429608
10285
SH
SOLE
450
0
9835
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
921908844
3540810
19390
SH
SOLE
0
0
19390
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
214152
1770
SH
SOLE
0
0
1770
VANGUARD WORLD FD
ENERGY ETF
92204A306
1367042
10380
SH
SOLE
530
0
9850
VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
445276
1646
SH
SOLE
0
0
1646
VANGUARD WORLD FD
INF TECH ETF
92204A702
1234076
2354
SH
SOLE
57
0
2297
WALMART INC
COM
931142103
394716
6560
SH
SOLE
0
0
6560
WASTE MGMT INC DEL
COM
94106L109
434827
2040
SH
SOLE
200
0
1840
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
306668
7330
SH
SOLE
625
0
6705