0001214659-23-003167.txt : 20230228 0001214659-23-003167.hdr.sgml : 20230228 20230227190837 ACCESSION NUMBER: 0001214659-23-003167 CONFORMED SUBMISSION TYPE: 13F-HR/A PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230228 DATE AS OF CHANGE: 20230227 EFFECTIVENESS DATE: 20230228 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/A SEC ACT: 1934 Act SEC FILE NUMBER: 028-20209 FILM NUMBER: 23677505 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/A 1 primary_doc.xml X0202 13F-HR/A LIVE false false false 0001805824 XXXXXXXX 12-31-2022 12-31-2022 true 1 RESTATEMENT 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 02-27-2023 0 106 109422962 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 439928 4007 SH SOLE 0 0 4007 ABBVIE INC COM 00287Y109 1534152 9493 SH SOLE 0 0 9493 ALPHABET INC CAP STK CL A 02079K305 415299 4707 SH SOLE 0 0 4707 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 4170780 32100 SH SOLE 0 0 32100 AUTONATION INC COM 05329W102 213527 1990 SH SOLE 0 0 1990 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 659976 11605 SH SOLE 0 0 11605 CHEVRON CORP NEW COM 166764100 1275097 7104 SH SOLE 0 0 7104 CONSTELLATION ENERGY CORP COM 21037T109 687094 7970 SH SOLE 0 0 7970 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 DISNEY WALT CO COM 254687106 833440 467 SH SOLE 0 0 467 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 1192834 97136 SH SOLE 0 0 97136 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 431341 14441 SH SOLE 0 0 14441 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 438133 9457 SH SOLE 0 0 9457 EXXON MOBIL CORP COM 30231G102 271448 2461 SH SOLE 0 0 2461 FIRST TR EXCH TRADED FD III PFD SECS INC ETF 33739E108 292320 17400 SH SOLE 0 0 17400 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 1696011 95228 SH SOLE 0 0 95228 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 367358 9490 SH SOLE 0 0 9490 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 917062 10512 SH SOLE 0 0 10512 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 695391 14736 SH SOLE 0 0 14736 FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 416162 16979 SH SOLE 0 0 16979 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 297369 8325 SH SOLE 0 0 8325 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 918425 46222 SH SOLE 200 0 46022 GLOBAL X FDS US INFR DEV ETF 37954Y673 1377754 52010 SH SOLE 235 0 51775 HOME DEPOT INC COM 437076102 1407156 4455 SH SOLE 0 0 4455 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 254253 3486 SH SOLE 0 0 3486 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 2349655 111995 SH SOLE 0 0 111995 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 396312 5055 SH SOLE 0 0 5055 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 786243 15255 SH SOLE 0 0 15255 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 BUYBACK ACHIEV 46137V308 342240 4000 SH SOLE 0 0 4000 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1363062 9650 SH SOLE 0 0 9650 INVESCO QQQ TR UNIT SER 1 46090E103 379715 1426 SH SOLE 0 0 1426 IRON MTN INC DEL COM 46284V101 568539 11405 SH SOLE 0 0 11405 ISHARES TR SELECT DIVID ETF 464287168 324655 2692 SH SOLE 0 0 2692 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 423637 3055 SH SOLE 0 0 3055 ISHARES TR RUSSELL 2000 ETF 464287655 3374337 19353 SH SOLE 25 0 19328 ISHARES TR U.S. TECH ETF 464287721 672794 9032 SH SOLE 0 0 9032 ISHARES TR CORE S&P SCP ETF 464287804 340893 3602 SH SOLE 0 0 3602 ISHARES TR GL CLEAN ENE ETF 464288224 279290 14070 SH SOLE 0 0 14070 ISHARES TR ISHS 1-5YR INVS 464288646 1274246 25577 SH SOLE 0 0 25577 ISHARES TR U.S. MED DVC ETF 464288810 734221 13967 SH SOLE 0 0 13967 ISHARES TR GNMA BOND ETF 46429B333 330986 7608 SH SOLE 0 0 7608 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 JPMORGAN CHASE & CO COM 46625H100 211610 1578 SH SOLE 0 0 1578 MARTIN MARIETTA MATLS INC COM 573284106 265306 785 SH SOLE 0 0 785 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. 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