0001214659-22-012626.txt : 20221025 0001214659-22-012626.hdr.sgml : 20221025 20221025163316 ACCESSION NUMBER: 0001214659-22-012626 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221025 DATE AS OF CHANGE: 20221025 EFFECTIVENESS DATE: 20221025 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: 221329878 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 09-30-2022 09-30-2022 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 10-14-2022 0 101 107053 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 367 3792 SH SOLE 0 0 3792 ABBVIE INC COM 00287Y109 1218 9072 SH SOLE 0 0 9072 ALPHABET INC CAP STK CL A 02079K305 471 4920 SH SOLE 0 0 4920 ALTRIA GROUP INC COM 02209S103 232 5735 SH SOLE 0 0 5735 AMAZON COM INC COM 023135106 1483 13120 SH SOLE 0 0 13120 APPLE INC COM 037833100 4274 30925 SH SOLE 0 0 30925 BERKSHIRE HATHAWAY INC DEL CL A 084670108 406 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 406 1521 SH SOLE 0 0 1521 CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 605 11345 SH SOLE 0 0 11345 CHEVRON CORP NEW COM 166764100 1006 6999 SH SOLE 0 0 6999 CONSTELLATION ENERGY CORP COM 21037T109 559 6720 SH SOLE 0 0 6720 COSTCO WHSL CORP NEW COM 22160K105 521 1104 SH SOLE 0 0 1104 CSX CORP COM 126408103 211 7920 SH SOLE 0 0 7920 CVS HEALTH CORP COM 126650100 210 2197 SH SOLE 0 0 2197 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 1297 98654 SH SOLE 0 0 98654 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 424 14864 SH SOLE 0 0 14864 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 590 14264 SH SOLE 0 0 14264 EXXON MOBIL CORP COM 30231G102 206 2361 SH SOLE 0 0 2361 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 2113 126514 SH SOLE 0 0 126514 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 315 8190 SH SOLE 0 0 8190 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 780 10370 SH SOLE 0 0 10370 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1532 23063 SH SOLE 0 0 23063 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 1019 17885 SH SOLE 0 0 17885 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 884 43943 SH SOLE 200 0 43743 GLOBAL X FDS US INFR DEV ETF 37954Y673 1181 51195 SH SOLE 235 0 50960 HOME DEPOT INC COM 437076102 1159 4200 SH SOLE 0 0 4200 HONEYWELL INTL INC COM 438516106 301 1803 SH SOLE 0 0 1803 ILLINOIS TOOL WKS INC COM 452308109 2007 11112 SH SOLE 0 0 11112 INTEL CORP COM 458140100 304 11788 SH SOLE 0 0 11788 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 270 12245 SH SOLE 0 0 12245 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 230 3120 SH SOLE 0 0 3120 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 MUNI 46138J544 263 10600 SH SOLE 0 0 10600 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 MUNI 46138J551 243 9625 SH SOLE 0 0 9625 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 799 39165 SH SOLE 0 0 39165 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 2181 104520 SH SOLE 0 0 104520 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 CB 46138J882 3194 150805 SH SOLE 0 0 150805 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 252 3910 SH SOLE 0 0 3910 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 300 4040 SH SOLE 0 0 4040 INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 410 5368 SH SOLE 0 0 5368 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1295 10174 SH SOLE 0 0 10174 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 683 14930 SH SOLE 0 0 14930 INVESCO QQQ TR UNIT SER 1 46090E103 350 1311 SH SOLE 0 0 1311 IRON MTN INC DEL COM 46284V101 464 10555 SH SOLE 0 0 10555 ISHARES TR ISHS 1-5YR INVS 464288646 1638 33233 SH SOLE 0 0 33233 ISHARES TR CORE S&P SCP ETF 464287804 314 3602 SH SOLE 0 0 3602 ISHARES TR GNMA BOND ETF 46429B333 710 16508 SH SOLE 0 0 16508 ISHARES TR RUS 1000 VAL ETF 464287598 4663 34288 SH SOLE 0 0 34288 ISHARES TR RUS 1000 GRW ETF 464287614 6563 31192 SH SOLE 0 0 31192 ISHARES TR RUS 2000 VAL ETF 464287630 384 2980 SH SOLE 0 0 2980 ISHARES TR RUSSELL 2000 ETF 464287655 3264 19793 SH SOLE 25 0 19768 ISHARES TR SELECT DIVID ETF 464287168 289 2692 SH SOLE 0 0 2692 ISHARES TR U.S. TECH ETF 464287721 671 9147 SH SOLE 0 0 9147 ISHARES TR U.S. MED DVC ETF 464288810 671 14217 SH SOLE 0 0 14217 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1982 40240 SH SOLE 0 0 40240 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 739 26328 SH SOLE 0 0 26328 JOHNSON & JOHNSON COM 478160104 1202 7360 SH SOLE 0 0 7360 MARRIOTT INTL INC NEW CL A 571903202 228 1630 SH SOLE 0 0 1630 MARTIN MARIETTA MATLS INC COM 573284106 266 825 SH SOLE 0 0 825 MCDONALDS CORP COM 580135101 345 1495 SH SOLE 0 0 1495 MERCK & CO INC COM 58933Y105 315 3652 SH SOLE 0 0 3652 MICROCHIP TECHNOLOGY INC. COM 595017104 814 13343 SH SOLE 0 0 13343 MICROSOFT CORP COM 594918104 2446 10501 SH SOLE 0 0 10501 NUVEEN AMT FREE MUN CR INC F COM 67071L106 156 13361 SH SOLE 0 0 13361 NUVEEN CORPORATE INCOME 2023 COM 67079F101 128 14250 SH SOLE 0 0 14250 NUVEEN INT DUR QUAL MUN TRM COM 670677103 333 27840 SH SOLE 0 0 27840 NUVEEN QUALITY MUNCP INCOME COM 67066V101 160 14567 SH SOLE 0 0 14567 PACER FDS TR TRENDP US LAR CP 69374H105 1227 32575 SH SOLE 0 0 32575 PEPSICO INC COM 713448108 434 2660 SH SOLE 0 0 2660 PFIZER INC COM 717081103 321 7336 SH SOLE 0 0 7336 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4616 46690 SH SOLE 0 0 46690 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 2113 22310 SH SOLE 0 0 22310 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 576 11785 SH SOLE 0 0 11785 PROCTER AND GAMBLE CO COM 742718109 466 3694 SH SOLE 0 0 3694 SELECT SECTOR SPDR TR ENERGY 81369Y506 492 6836 SH SOLE 0 0 6836 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 636 20945 SH SOLE 0 0 20945 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2019 16675 SH SOLE 0 0 16675 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 253 3057 SH SOLE 0 0 3057 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 676 5695 SH SOLE 0 0 5695 SPDR GOLD TR GOLD SHS 78463V107 702 4538 SH SOLE 0 0 4538 SPDR S&P 500 ETF TR TR UNIT 78462F103 4993 13978 SH SOLE 0 0 13978 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1913 4762 SH SOLE 0 0 4762 SPDR SER TR S&P DIVID ETF 78464A763 1961 17591 SH SOLE 0 0 17591 TRI CONTL CORP COM 895436103 265 10381 SH SOLE 0 0 10381 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 447 5535 SH SOLE 0 0 5535 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1224 16356 SH SOLE 0 0 16356 VANGUARD INDEX FDS GROWTH ETF 922908736 1371 6408 SH SOLE 0 0 6408 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1164 9557 SH SOLE 0 0 9557 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 883 5175 SH SOLE 0 0 5175 VANGUARD INDEX FDS MID CAP ETF 922908629 873 4646 SH SOLE 0 0 4646 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 418 1272 SH SOLE 0 0 1272 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2662 14835 SH SOLE 0 0 14835 VANGUARD INDEX FDS VALUE ETF 922908744 1110 8991 SH SOLE 0 0 8991 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 1046 28655 SH SOLE 75 0 28580 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 220 2904 SH SOLE 0 0 2904 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3086 22834 SH SOLE 0 0 22834 VANGUARD WORLD FDS ENERGY ETF 92204A306 1090 10731 SH SOLE 0 0 10731 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 544 2433 SH SOLE 0 0 2433 VANGUARD WORLD FDS INF TECH ETF 92204A702 903 2937 SH SOLE 0 0 2937 WALMART INC COM 931142103 310 2390 SH SOLE 0 0 2390 WASTE MGMT INC DEL COM 94106L109 256 1600 SH SOLE 0 0 1600 WISDOMTREE TR EMER MKT HIGH FD 97717W315 487 14975 SH SOLE 0 0 14975