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
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0001805824
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09-30-2022
09-30-2022
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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
10-14-2022
0
101
107053
INFORMATION TABLE
2
infotable.xml
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COM
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SOLE
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ABBVIE INC
COM
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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
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559
6720
SH
SOLE
0
0
6720
COSTCO WHSL CORP NEW
COM
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521
1104
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SOLE
0
0
1104
CSX CORP
COM
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211
7920
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7920
CVS HEALTH CORP
COM
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EATON VANCE TAX-MANAGED BUY-
COM
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ETF SER SOLUTIONS
DEFIANCE NEXT
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EXCHANGE TRADED CONCEPTS TR
ROBO GLB ETF
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14264
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14264
EXXON MOBIL CORP
COM
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2361
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FIRST TR EXCH TRADED FD III
PFD SECS INC ETF
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126514
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FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
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NASDQ CLN EDGE
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CAP STRENGTH ETF
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23063
FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN
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AUTONMOUS EV ETF
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GLOBAL X FDS
US INFR DEV ETF
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SOLE
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50960
HOME DEPOT INC
COM
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HONEYWELL INTL INC
COM
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ILLINOIS TOOL WKS INC
COM
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INTEL CORP
COM
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NATL AMT MUNI
46138E537
270
12245
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INVESCO EXCH TRADED FD TR II
SOLAR ETF
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3120
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SOLE
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3120
INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 MUNI
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 MUNI
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9625
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SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2022 CB
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AEROSPACE DEFN
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INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
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SOLE
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INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
46137V167
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5368
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SOLE
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5368
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
46137V357
1295
10174
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SOLE
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10174
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
46137V142
683
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SH
SOLE
0
0
14930
INVESCO QQQ TR
UNIT SER 1
46090E103
350
1311
SH
SOLE
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1311
IRON MTN INC DEL
COM
46284V101
464
10555
SH
SOLE
0
0
10555
ISHARES TR
ISHS 1-5YR INVS
464288646
1638
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SH
SOLE
0
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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
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16508
ISHARES TR
RUS 1000 VAL ETF
464287598
4663
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SH
SOLE
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34288
ISHARES TR
RUS 1000 GRW ETF
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31192
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SOLE
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31192
ISHARES TR
RUS 2000 VAL ETF
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384
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SOLE
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ISHARES TR
RUSSELL 2000 ETF
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SOLE
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19768
ISHARES TR
SELECT DIVID ETF
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SH
SOLE
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2692
ISHARES TR
U.S. TECH ETF
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671
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SOLE
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9147
ISHARES TR
U.S. MED DVC ETF
464288810
671
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14217
ISHARES U S ETF TR
BLACKROCK ST MAT
46431W507
1982
40240
SH
SOLE
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40240
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML
47804J842
739
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SH
SOLE
0
0
26328
JOHNSON & JOHNSON
COM
478160104
1202
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SH
SOLE
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7360
MARRIOTT INTL INC NEW
CL A
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228
1630
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SOLE
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1630
MARTIN MARIETTA MATLS INC
COM
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266
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SH
SOLE
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MCDONALDS CORP
COM
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345
1495
SH
SOLE
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MERCK & CO INC
COM
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315
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SOLE
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3652
MICROCHIP TECHNOLOGY INC.
COM
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MICROSOFT CORP
COM
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NUVEEN AMT FREE MUN CR INC F
COM
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NUVEEN CORPORATE INCOME 2023
COM
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NUVEEN INT DUR QUAL MUN TRM
COM
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NUVEEN QUALITY MUNCP INCOME
COM
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PACER FDS TR
TRENDP US LAR CP
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PEPSICO INC
COM
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PFIZER INC
COM
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PIMCO ETF TR
ENHAN SHRT MA AC
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PIMCO ETF TR
ENHNCD LW DUR AC
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PIMCO ETF TR
SHTRM MUN BD ACT
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PROCTER AND GAMBLE CO
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TR UNIT
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UTSER1 S&PDCRP
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MCAP VL IDXVIP
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MCAP GR IDXVIP
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S&P 500 ETF SHS
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VANGUARD INDEX FDS
TOTAL STK MKT
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VALUE ETF
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VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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SH
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VANGUARD SCOTTSDALE FDS
INT-TERM CORP
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VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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SOLE
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VANGUARD WORLD FDS
ENERGY ETF
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VANGUARD WORLD FDS
HEALTH CAR ETF
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VANGUARD WORLD FDS
INF TECH ETF
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2937
SH
SOLE
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2937
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COM
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2390
SH
SOLE
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2390
WASTE MGMT INC DEL
COM
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SH
SOLE
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1600
WISDOMTREE TR
EMER MKT HIGH FD
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SH
SOLE
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14975