0001214659-23-009997.txt : 20230726
0001214659-23-009997.hdr.sgml : 20230726
20230726112155
ACCESSION NUMBER: 0001214659-23-009997
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230630
FILED AS OF DATE: 20230726
DATE AS OF CHANGE: 20230726
EFFECTIVENESS DATE: 20230726
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: 231111328
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
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0001805824
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06-30-2023
06-30-2023
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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
07-25-2023
0
117
114333921
INFORMATION TABLE
2
infotable.xml
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SOLE
603
0
8067
ALPHABET INC
CAP STK CL A
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SH
SOLE
840
0
3119
ALTRIA GROUP INC
COM
02209S103
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5735
SH
SOLE
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AMAZON COM INC
COM
023135106
1661437
12745
SH
SOLE
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APPLE INC
COM
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SH
SOLE
2148
0
28334
AUTONATION INC
COM
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SOLE
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0
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BERKSHIRE HATHAWAY INC DEL
CL A
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SOLE
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BERKSHIRE HATHAWAY INC DEL
CL B NEW
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518661
1521
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SOLE
0
0
1521
BROADCOM INC
COM
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320
SH
SOLE
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0
320
CATERPILLAR INC
COM
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CHEVRON CORP NEW
COM
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SOLE
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CONSOLIDATED WATER CO INC
ORD
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CONSTELLATION ENERGY CORP
COM
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COSTCO WHSL CORP NEW
COM
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CSX CORP
COM
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EATON VANCE TAX-MANAGED BUY-
COM
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SOLE
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ENERGY TRANSFER L P
COM UT LTD PTN
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ENTERPRISE PRODS PARTNERS L
COM
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ROBO GLB ETF
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COM
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INSTL PFD SECS
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FIRST TR EXCHANGE TRADED FD
NASDQ CLN EDGE
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FIRST TR EXCHANGE-TRADED FD
NAS CLNEDG GREEN
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NAT GAS ETF
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SOLE
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FIRST TR EXCHANGE-TRADED FD
BUYWRIT INCM ETF
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SH
SOLE
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CAP STRENGTH ETF
33733E104
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SH
SOLE
0
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NASDQ ARTFCIAL
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522037
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SH
SOLE
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FIRST TR LRG CP VL ALPHADEX
COM SHS
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SH
SOLE
0
0
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FIRST TR MID CAP CORE ALPHAD
COM SHS
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SH
SOLE
0
0
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FIRST TR SML CP CORE ALPHA F
COM SHS
33734Y109
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SH
SOLE
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0
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GLOBAL X FDS
US INFR DEV ETF
37954Y673
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46264
SH
SOLE
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0
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GLOBAL X FDS
AUTONMOUS EV ETF
37954Y624
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44730
SH
SOLE
3931
0
40799
HOME DEPOT INC
COM
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4455
SH
SOLE
255
0
4200
HONEYWELL INTL INC
COM
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SH
SOLE
0
0
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ILLINOIS TOOL WKS INC
COM
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SH
SOLE
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INTEL CORP
COM
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SH
SOLE
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11201
INTERNATIONAL BUSINESS MACHS
COM
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SH
SOLE
0
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SOLAR ETF
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SH
SOLE
365
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3205
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
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SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 CB
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SH
SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2023 MUNI
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SH
SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2026 CB
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SH
SOLE
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2025 CB
46138J825
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22270
SH
SOLE
0
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INVESCO EXCH TRD SLF IDX FD
BULSHS 2024 CB
46138J841
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46220
SH
SOLE
0
0
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INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
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SOLE
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INVESCO EXCHANGE TRADED FD T
WATER RES ETF
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SH
SOLE
520
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INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
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351539
3930
SH
SOLE
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3930
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
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SH
SOLE
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INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
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SH
SOLE
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1827
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
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SH
SOLE
0
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INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
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SOLE
0
0
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INVESCO QQQ TR
UNIT SER 1
46090E103
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SOLE
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IRON MTN INC DEL
COM
46284V101
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SH
SOLE
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U.S. MED DVC ETF
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SH
SOLE
690
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13167
ISHARES TR
RUS 2000 VAL ETF
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SH
SOLE
400
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1655
ISHARES TR
GL CLEAN ENE ETF
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SH
SOLE
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19385
ISHARES TR
ISHS 1-5YR INVS
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SH
SOLE
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0
20680
ISHARES TR
CORE S&P SCP ETF
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3452
SH
SOLE
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3452
ISHARES TR
GNMA BOND ETF
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312492
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SH
SOLE
0
0
7128
ISHARES TR
RUS 1000 VAL ETF
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SH
SOLE
0
0
33148
ISHARES TR
RUS 1000 GRW ETF
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SH
SOLE
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29628
ISHARES TR
RUSSELL 2000 ETF
464287655
3142317
16780
SH
SOLE
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ISHARES TR
SELECT DIVID ETF
464287168
305004
2692
SH
SOLE
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0
2692
ISHARES TR
ISHARES SEMICDTR
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SOLE
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0
537
ISHARES TR
U.S. TECH ETF
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SOLE
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BLACKROCK ST MAT
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26030
SH
SOLE
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JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML
47804J842
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SH
SOLE
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JOHNSON & JOHNSON
COM
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1154502
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SH
SOLE
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JPMORGAN CHASE & CO
COM
46625H100
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SH
SOLE
443
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1100
LIBERTY ALL-STAR GROWTH FD I
COM
529900102
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10626
SH
SOLE
0
0
10626
MARTIN MARIETTA MATLS INC
COM
573284106
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SH
SOLE
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MCDONALDS CORP
COM
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SH
SOLE
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MERCK & CO INC
COM
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SH
SOLE
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0
3652
MICROCHIP TECHNOLOGY INC.
COM
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SH
SOLE
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MICROSOFT CORP
COM
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SH
SOLE
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NUVEEN CORPORATE INCOME 2023
COM
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SH
SOLE
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NUVEEN QUALITY MUNCP INCOME
COM
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SOLE
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NVIDIA CORPORATION
COM
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SH
SOLE
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ORACLE CORP
COM
68389X105
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SH
SOLE
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PACER FDS TR
TRENDP US LAR CP
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SH
SOLE
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PEPSICO INC
COM
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SH
SOLE
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PFIZER INC
COM
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SOLE
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PIMCO ETF TR
ENHAN SHRT MA AC
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SH
SOLE
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38409
PIMCO ETF TR
ENHNCD LW DUR AC
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SH
SOLE
0
0
7360
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
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SH
SOLE
0
0
5545
PROCTER AND GAMBLE CO
COM
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3554
SH
SOLE
0
0
3554
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
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5080
SH
SOLE
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SELECT SECTOR SPDR TR
FINANCIAL
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560262
16620
SH
SOLE
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14745
SELECT SECTOR SPDR TR
SBI INT-INDS
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392469
3657
SH
SOLE
350
0
3307
SELECT SECTOR SPDR TR
SBI HEALTHCARE
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2102441
15840
SH
SOLE
655
0
15185
SELECT SECTOR SPDR TR
ENERGY
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527690
6501
SH
SOLE
0
0
6501
SPDR GOLD TR
GOLD SHS
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785814
4408
SH
SOLE
35
0
4373
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TR UNIT
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5508605
12427
SH
SOLE
0
0
12427
SPDR S&P MIDCAP 400 ETF TR
UTSER1 S&PDCRP
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2105291
4396
SH
SOLE
90
0
4306
SPDR SER TR
S&P DIVID ETF
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1639634
13376
SH
SOLE
685
0
12691
TRI CONTL CORP
COM
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SH
SOLE
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0
10643
VANECK ETF TRUST
SEMICONDUCTR ETF
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1550
SH
SOLE
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0
1410
VANECK ETF TRUST
URANIUM PLS NUCL
92189F601
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12905
SH
SOLE
925
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11980
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SHORT TRM BOND
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596928
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SH
SOLE
0
0
7899
VANGUARD INDEX FDS
GROWTH ETF
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6258
SH
SOLE
0
0
6258
VANGUARD INDEX FDS
MCAP VL IDXVIP
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1053631
7614
SH
SOLE
0
0
7614
VANGUARD INDEX FDS
MCAP GR IDXVIP
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5128
SH
SOLE
0
0
5128
VANGUARD INDEX FDS
MID CAP ETF
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SH
SOLE
0
0
3218
VANGUARD INDEX FDS
S&P 500 ETF SHS
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SH
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0
1207
VANGUARD INDEX FDS
TOTAL STK MKT
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SH
SOLE
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VANGUARD INDEX FDS
VALUE ETF
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SH
SOLE
0
0
8960
VANGUARD INTL EQUITY INDEX F
FTSE EMR MKT ETF
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806522
19826
SH
SOLE
525
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19301
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
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19799
SH
SOLE
0
0
19799
VANGUARD WORLD FDS
INF TECH ETF
92204A702
1217616
2754
SH
SOLE
56
0
2698
VANGUARD WORLD FDS
ENERGY ETF
92204A306
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9697
SH
SOLE
460
0
9237
VANGUARD WORLD FDS
HEALTH CAR ETF
92204A504
531995
2173
SH
SOLE
0
0
2173
WALMART INC
COM
931142103
375661
2390
SH
SOLE
0
0
2390
WASTE MGMT INC DEL
COM
94106L109
312157
1800
SH
SOLE
200
0
1600
WISDOMTREE TR
EMER MKT HIGH FD
97717W315
600451
15690
SH
SOLE
1850
0
13840