0001214659-23-006141.txt : 20230428 0001214659-23-006141.hdr.sgml : 20230428 20230428121826 ACCESSION NUMBER: 0001214659-23-006141 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230428 DATE AS OF CHANGE: 20230428 EFFECTIVENESS DATE: 20230428 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: 23862683 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 03-31-2023 03-31-2023 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 04-27-2023 0 100 93780561 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 384001 4007 SH SOLE 4007 0 0 ABBVIE INC COM 00287Y109 1170193 7944 SH SOLE 7944 0 0 ALPHABET INC CAP STK CL A 02079K305 209518 2859 SH SOLE 2859 0 0 ALTRIA GROUP INC COM 02209S103 255896 5735 SH SOLE 5735 0 0 AMAZON COM INC COM 023135106 1158397 11215 SH SOLE 11215 0 0 APPLE INC COM 037833100 4237298 27841 SH SOLE 27841 0 0 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 404178 1309 SH SOLE 1309 0 0 BERKSHIRE HATHAWAY INC DEL CL A 084670108 465600 1 SH SOLE 1 0 0 CATERPILLAR INC COM 149123101 219458 959 SH SOLE 959 0 0 CHEVRON CORP NEW COM 166764100 933960 5929 SH SOLE 5929 0 0 CONSOLIDATED WATER CO INC ORD G23773107 174323 10610 SH SOLE 10610 0 0 CONSTELLATION ENERGY CORP COM 21037T109 386399 6171 SH SOLE 6171 0 0 COSTCO WHSL CORP NEW COM 22160K105 461594 929 SH SOLE 929 0 0 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 532480 43113 SH SOLE 43113 0 0 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 262515 22700 SH SOLE 22700 0 0 ENTERPRISE PRODS PARTNERS L COM 293792107 292305 12185 SH SOLE 12185 0 0 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 392421 12717 SH SOLE 12717 0 0 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 337819 7756 SH SOLE 7756 0 0 EXXON MOBIL CORP COM 30231G102 234234 2136 SH SOLE 2136 0 0 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 1090440 66616 SH SOLE 66616 0 0 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 801846 8628 SH SOLE 8628 0 0 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 297811 8265 SH SOLE 8265 0 0 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1376429 18871 SH SOLE 18871 0 0 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 336993 7905 SH SOLE 7905 0 0 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 531309 30950 SH SOLE 30950 0 0 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 580370 11561 SH SOLE 11561 0 0 FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 238346 11383 SH SOLE 11383 0 0 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 897042 41355 SH SOLE 41355 0 0 GLOBAL X FDS US INFR DEV ETF 37954Y673 1218685 44754 SH SOLE 44754 0 0 HOME DEPOT INC COM 437076102 1124482 4065 SH SOLE 4065 0 0 HONEYWELL INTL INC COM 438516106 344588 1803 SH SOLE 1803 0 0 ILLINOIS TOOL WKS INC COM 452308109 2221481 9125 SH SOLE 9125 0 0 INTEL CORP COM 458140100 351236 10751 SH SOLE 10751 0 0 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 214186 9045 SH SOLE 9045 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 MUNI 46138J544 266060 10600 SH SOLE 10600 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 2261287 108970 SH SOLE 108970 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 931086 45220 SH SOLE 45220 0 0 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 408034 20120 SH SOLE 20120 0 0 INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 557956 6153 SH SOLE 6153 0 0 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 268713 4290 SH SOLE 4290 0 0 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1250529 8647 SH SOLE 8647 0 0 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 255636 3005 SH SOLE 3005 0 0 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 680512 13275 SH SOLE 13275 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 358560 1372 SH SOLE 1372 0 0 IRON MTN INC DEL COM 46284V101 518830 10655 SH SOLE 10655 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 6953593 28460 SH SOLE 28460 0 0 ISHARES TR U.S. TECH ETF 464287721 738673 7959 SH SOLE 7959 0 0 ISHARES TR ISHS 1-5YR INVS 464288646 944085 18680 SH SOLE 18680 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 4842634 31805 SH SOLE 31805 0 0 ISHARES TR RUSSELL 2000 ETF 464287655 3134544 17570 SH SOLE 17570 0 0 ISHARES TR U.S. MED DVC ETF 464288810 586344 11552 SH SOLE 11552 0 0 ISHARES TR GNMA BOND ETF 46429B333 290235 6528 SH SOLE 6528 0 0 ISHARES TR CORE S&P SCP ETF 464287804 333809 3452 SH SOLE 3452 0 0 ISHARES TR GL CLEAN ENE ETF 464288224 273715 16685 SH SOLE 16685 0 0 ISHARES TR RUS 2000 VAL ETF 464287630 326165 2780 SH SOLE 2780 0 0 ISHARES TR ISHARES SEMICDTR 464287523 200990 452 SH SOLE 452 0 0 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1206768 24330 SH SOLE 24330 0 0 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 789762 24765 SH SOLE 24765 0 0 JOHNSON & JOHNSON COM 478160104 939300 6060 SH SOLE 6060 0 0 LIBERTY ALL-STAR GROWTH FD I COM 529900102 54912 10400 SH SOLE 10400 0 0 MARTIN MARIETTA MATLS INC COM 573284106 220167 705 SH SOLE 705 0 0 MCDONALDS CORP COM 580135101 264232 945 SH SOLE 945 0 0 MERCK & CO INC COM 58933Y105 391622 3681 SH SOLE 3681 0 0 MICROCHIP TECHNOLOGY INC. COM 595017104 978262 12226 SH SOLE 12226 0 0 MICROSOFT CORP COM 594918104 2497845 8700 SH SOLE 8700 0 0 NUVEEN CORPORATE INCOME 2023 COM 67079F101 98793 10750 SH SOLE 10750 0 0 NUVEEN INT DUR QUAL MUN TRM COM 670677103 368287 28840 SH SOLE 28840 0 0 NUVEEN QUALITY MUNCP INCOME COM 67066V101 124144 10767 SH SOLE 10767 0 0 PACER FDS TR TRENDP US LAR CP 69374H105 623470 18302 SH SOLE 18302 0 0 PEPSICO INC COM 713448108 351111 1926 SH SOLE 1926 0 0 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3962974 39929 SH SOLE 39929 0 0 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 674635 7110 SH SOLE 7110 0 0 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 375590 7545 SH SOLE 7545 0 0 PROCTER AND GAMBLE CO COM 742718109 498707 3354 SH SOLE 3354 0 0 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1714118 13894 SH SOLE 13894 0 0 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 519125 18020 SH SOLE 18020 0 0 SELECT SECTOR SPDR TR ENERGY 81369Y506 543863 6566 SH SOLE 6566 0 0 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 437989 3290 SH SOLE 3290 0 0 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 230929 2632 SH SOLE 2632 0 0 SPDR GOLD TR GOLD SHS 78463V107 764587 4208 SH SOLE 4208 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 5075477 12398 SH SOLE 12398 0 0 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2022088 4501 SH SOLE 4501 0 0 SPDR SER TR S&P DIVID ETF 78464A763 1455663 12451 SH SOLE 12451 0 0 TRI CONTL CORP COM 895436103 282117 10626 SH SOLE 10626 0 0 VANECK ETF TRUST URANIUM PLS NUCL 92189F601 587316 11495 SH SOLE 11495 0 0 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 643206 8409 SH SOLE 8409 0 0 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 813676 6069 SH SOLE 6069 0 0 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2899857 14208 SH SOLE 14208 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 1135958 8225 SH SOLE 8225 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 937395 3758 SH SOLE 3758 0 0 VANGUARD INDEX FDS MID CAP ETF 922908629 714185 3386 SH SOLE 3386 0 0 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 474752 2436 SH SOLE 2436 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 478362 1272 SH SOLE 1272 0 0 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 738086 18719 SH SOLE 18719 0 0 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 2928347 19014 SH SOLE 19014 0 0 VANGUARD WORLD FDS ENERGY ETF 92204A306 1113330 10206 SH SOLE 10206 0 0 VANGUARD WORLD FDS INF TECH ETF 92204A702 939681 2494 SH SOLE 2494 0 0 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 580174 2433 SH SOLE 2433 0 0 WALMART INC COM 931142103 352408 2390 SH SOLE 2390 0 0 WISDOMTREE TR EMER MKT HIGH FD 97717W315 457468 13931 SH SOLE 13931 0 0