0001214659-23-000846.txt : 20230119 0001214659-23-000846.hdr.sgml : 20230119 20230119170105 ACCESSION NUMBER: 0001214659-23-000846 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230119 DATE AS OF CHANGE: 20230119 EFFECTIVENESS DATE: 20230119 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: 23538055 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 X0202 13F-HR LIVE false false false 0001805824 XXXXXXXX 12-31-2022 12-31-2022 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 01-18-2023 0 103 105633608 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 416324 3792 SH SOLE 0 0 3792 ABBVIE INC COM 00287Y109 1437036 8892 SH SOLE 0 0 8892 ALPHABET INC CAP STK CL A 02079K305 341185 3867 SH SOLE 0 0 3867 ALTRIA GROUP INC COM 02209S103 262147 5735 SH SOLE 0 0 5735 AMAZON COM INC COM 023135106 1093680 13020 SH SOLE 0 0 13020 APPLE INC COM 037833100 3891793 29953 SH SOLE 0 0 29953 BERKSHIRE HATHAWAY INC DEL CL A 084670108 468711 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 469837 1521 SH SOLE 0 0 1521 CATERPILLAR INC COM 149123101 240758 1005 SH SOLE 0 0 1005 CHENIERE ENERGY PARTNERS LP COM UNIT 16411Q101 632963 11130 SH SOLE 0 0 11130 CHEVRON CORP NEW COM 166764100 1238302 6899 SH SOLE 0 0 6899 CONSTELLATION ENERGY CORP COM 21037T109 579331 6720 SH SOLE 0 0 6720 COSTCO WHSL CORP NEW COM 22160K105 503976 1104 SH SOLE 0 0 1104 CSX CORP COM 126408103 245362 7920 SH SOLE 0 0 7920 CVS HEALTH CORP COM 126650100 204725 2197 SH SOLE 0 0 2197 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 1104327 89929 SH SOLE 0 0 89929 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 408938 13691 SH SOLE 0 0 13691 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 364756 7873 SH SOLE 0 0 7873 EXXON MOBIL CORP COM 30231G102 271448 2461 SH SOLE 0 0 2461 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 229320 13650 SH SOLE 0 0 13650 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 1556861 87415 SH SOLE 0 0 87415 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 317035 8190 SH SOLE 0 0 8190 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 880680 10095 SH SOLE 0 0 10095 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1658230 22124 SH SOLE 0 0 22124 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 674156 14286 SH SOLE 0 0 14286 FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 396554 16179 SH SOLE 0 0 16179 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 297369 8325 SH SOLE 0 0 8325 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 844340 42493 SH SOLE 200 0 42293 GLOBAL X FDS US INFR DEV ETF 37954Y673 1330990 50245 SH SOLE 235 0 50010 HOME DEPOT INC COM 437076102 1326612 4200 SH SOLE 0 0 4200 HONEYWELL INTL INC COM 438516106 386383 1803 SH SOLE 0 0 1803 ILLINOIS TOOL WKS INC COM 452308109 2227674 10112 SH SOLE 0 0 10112 INTEL CORP COM 458140100 303628 11488 SH SOLE 0 0 11488 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 207492 9045 SH SOLE 0 0 9045 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 227594 3120 SH SOLE 0 0 3120 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 MUNI 46138J544 266431 10600 SH SOLE 0 0 10600 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 757641 36985 SH SOLE 0 0 36985 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 2313989 110295 SH SOLE 0 0 110295 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 332024 4235 SH SOLE 0 0 4235 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 342240 4000 SH SOLE 0 0 4000 INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 467093 5285 SH SOLE 0 0 5285 INVESCO EXCHANGE TRADED FD T S&P SML600 GWT 46137V175 203525 1747 SH SOLE 0 0 1747 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1363062 9650 SH SOLE 0 0 9650 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 769492 14930 SH SOLE 0 0 14930 INVESCO QQQ TR UNIT SER 1 46090E103 311814 1171 SH SOLE 0 0 1171 IRON MTN INC DEL COM 46284V101 526167 10555 SH SOLE 0 0 10555 ISHARES TR ISHS 1-5YR INVS 464288646 1274246 25577 SH SOLE 0 0 25577 ISHARES TR CORE S&P SCP ETF 464287804 340893 3602 SH SOLE 0 0 3602 ISHARES TR GL CLEAN ENE ETF 464288224 237605 11970 SH SOLE 0 0 11970 ISHARES TR GNMA BOND ETF 46429B333 330986 7608 SH SOLE 0 0 7608 ISHARES TR RUS 1000 VAL ETF 464287598 5108179 33684 SH SOLE 0 0 33684 ISHARES TR RUS 1000 GRW ETF 464287614 6654046 31059 SH SOLE 0 0 31059 ISHARES TR RUS 2000 VAL ETF 464287630 368169 2655 SH SOLE 0 0 2655 ISHARES TR RUSSELL 2000 ETF 464287655 3374337 19353 SH SOLE 25 0 19328 ISHARES TR SELECT DIVID ETF 464287168 324655 2692 SH SOLE 0 0 2692 ISHARES TR U.S. TECH ETF 464287721 672794 9032 SH SOLE 0 0 9032 ISHARES TR U.S. MED DVC ETF 464288810 697948 13277 SH SOLE 0 0 13277 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1947643 39530 SH SOLE 0 0 39530 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 827735 27059 SH SOLE 0 0 27059 JOHNSON & JOHNSON COM 478160104 1300144 7360 SH SOLE 0 0 7360 MARTIN MARIETTA MATLS INC COM 573284106 236579 700 SH SOLE 0 0 700 MCDONALDS CORP COM 580135101 393977 1495 SH SOLE 0 0 1495 MERCK & CO INC COM 58933Y105 405189 3652 SH SOLE 0 0 3652 MICROCHIP TECHNOLOGY INC. COM 595017104 937346 13343 SH SOLE 0 0 13343 MICROSOFT CORP COM 594918104 2438010 10166 SH SOLE 0 0 10166 NUVEEN CORPORATE INCOME 2023 COM 67079F101 129283 14250 SH SOLE 0 0 14250 NUVEEN INT DUR QUAL MUN TRM COM 670677103 347722 27840 SH SOLE 0 0 27840 NUVEEN QUALITY MUNCP INCOME COM 67066V101 127051 10767 SH SOLE 0 0 10767 ORACLE CORP COM 68389X105 214322 2622 SH SOLE 0 0 2622 PACER FDS TR TRENDP US LAR CP 69374H105 1217488 32475 SH SOLE 0 0 32475 PEPSICO INC COM 713448108 480556 2660 SH SOLE 0 0 2660 PFIZER INC COM 717081103 375897 7336 SH SOLE 0 0 7336 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 4392983 44531 SH SOLE 0 0 44531 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 1259596 13363 SH SOLE 0 0 13363 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 433550 8795 SH SOLE 0 0 8795 PROCTER AND GAMBLE CO COM 742718109 553800 3654 SH SOLE 0 0 3654 SELECT SECTOR SPDR TR ENERGY 81369Y506 563394 6441 SH SOLE 0 0 6441 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 670149 19595 SH SOLE 0 0 19595 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2217044 16320 SH SOLE 0 0 16320 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 300228 3057 SH SOLE 0 0 3057 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 683798 5495 SH SOLE 0 0 5495 SPDR GOLD TR GOLD SHS 78463V107 769826 4538 SH SOLE 0 0 4538 SPDR S&P 500 ETF TR TR UNIT 78462F103 5303198 13867 SH SOLE 0 0 13867 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1989013 4492 SH SOLE 0 0 4492 SPDR SER TR S&P DIVID ETF 78464A763 2217079 17721 SH SOLE 0 0 17721 TRI CONTL CORP COM 895436103 272341 10626 SH SOLE 0 0 10626 VANECK ETF TRUST AGRIBUSINESS ETF 92189F700 423620 4935 SH SOLE 0 0 4935 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1022604 13584 SH SOLE 0 0 13584 VANGUARD INDEX FDS GROWTH ETF 922908736 1358576 6375 SH SOLE 0 0 6375 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1220135 9022 SH SOLE 0 0 9022 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 930258 5175 SH SOLE 0 0 5175 VANGUARD INDEX FDS MID CAP ETF 922908629 871143 4274 SH SOLE 0 0 4274 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 446904 1272 SH SOLE 0 0 1272 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2843951 14875 SH SOLE 0 0 14875 VANGUARD INDEX FDS VALUE ETF 922908744 1212797 8640 SH SOLE 0 0 8640 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 929735 23852 SH SOLE 75 0 23777 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3379422 22255 SH SOLE 0 0 22255 VANGUARD WORLD FDS ENERGY ETF 92204A306 1298852 10710 SH SOLE 0 0 10710 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 603506 2433 SH SOLE 0 0 2433 VANGUARD WORLD FDS INF TECH ETF 92204A702 899972 2818 SH SOLE 0 0 2818 WALMART INC COM 931142103 338878 2390 SH SOLE 0 0 2390 WASTE MGMT INC DEL COM 94106L109 251008 1600 SH SOLE 0 0 1600 WISDOMTREE TR EMER MKT HIGH FD 97717W315 519453 14575 SH SOLE 0 0 14575