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 primary_doc.xml X0202 13F-HR LIVE false false false 0001805824 XXXXXXXX 06-30-2023 06-30-2023 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 Chief Compliance Officer 4803461556 /s/ Philip L Nagel Scottsdale AZ 07-25-2023 0 117 114333921
INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 436844 4007 SH SOLE 215 0 3792 ABBVIE INC COM 00287Y109 1168103 8670 SH SOLE 603 0 8067 ALPHABET INC CAP STK CL A 02079K305 473893 3959 SH SOLE 840 0 3119 ALTRIA GROUP INC COM 02209S103 259795 5735 SH SOLE 0 0 5735 AMAZON COM INC COM 023135106 1661437 12745 SH SOLE 0 0 12745 APPLE INC COM 037833100 5912520 30482 SH SOLE 2148 0 28334 AUTONATION INC COM 05329W102 286423 1740 SH SOLE 375 0 1365 BERKSHIRE HATHAWAY INC DEL CL A 084670108 517810 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 518661 1521 SH SOLE 0 0 1521 BROADCOM INC COM 11135F101 277578 320 SH SOLE 0 0 320 CATERPILLAR INC COM 149123101 214064 870 SH SOLE 0 0 870 CHEVRON CORP NEW COM 166764100 1068253 6789 SH SOLE 205 0 6584 CONSOLIDATED WATER CO INC ORD G23773107 272830 11260 SH SOLE 0 0 11260 CONSTELLATION ENERGY CORP COM 21037T109 719037 7854 SH SOLE 1250 0 6604 COSTCO WHSL CORP NEW COM 22160K105 594372 1104 SH SOLE 0 0 1104 CSX CORP COM 126408103 241088 7070 SH SOLE 0 0 7070 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 788976 61735 SH SOLE 976 0 60759 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 312420 24600 SH SOLE 1650 0 22950 ENTERPRISE PRODS PARTNERS L COM 293792107 286031 10855 SH SOLE 900 0 9955 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 470246 13969 SH SOLE 750 0 13219 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 506883 8656 SH SOLE 1584 0 7072 EXXON MOBIL CORP COM 30231G102 263942 2461 SH SOLE 0 0 2461 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 814306 48327 SH SOLE 1533 0 46794 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 452513 9965 SH SOLE 1300 0 8665 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 1038331 9878 SH SOLE 417 0 9460 FIRST TR EXCHANGE-TRADED FD NAS CLNEDG GREEN 33733E500 585647 11447 SH SOLE 450 0 10997 FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 288945 12412 SH SOLE 800 0 11612 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 690509 32850 SH SOLE 4600 0 28250 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1564400 20836 SH SOLE 0 0 20836 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 522037 11431 SH SOLE 0 0 11431 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 316397 4745 SH SOLE 0 0 4745 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 495565 5145 SH SOLE 0 0 5145 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 475454 5780 SH SOLE 125 0 5655 GLOBAL X FDS US INFR DEV ETF 37954Y673 1454079 46264 SH SOLE 2004 0 44260 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 1164773 44730 SH SOLE 3931 0 40799 HOME DEPOT INC COM 437076102 1383902 4455 SH SOLE 255 0 4200 HONEYWELL INTL INC COM 438516106 374123 1803 SH SOLE 0 0 1803 ILLINOIS TOOL WKS INC COM 452308109 2279457 9112 SH SOLE 0 0 9112 INTEL CORP COM 458140100 374562 11201 SH SOLE 0 0 11201 INTERNATIONAL BUSINESS MACHS COM 459200101 226408 1692 SH SOLE 0 0 1692 INVESCO EXCH TRADED FD TR II SOLAR ETF 46138G706 255026 3571 SH SOLE 365 0 3205 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 213462 9045 SH SOLE 0 0 9045 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 2239157 105770 SH SOLE 1700 0 104070 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 MUNI 46138J544 215688 8600 SH SOLE 0 0 8600 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 194850 10285 SH SOLE 0 0 10285 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 448299 22270 SH SOLE 0 0 22270 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 950748 46220 SH SOLE 0 0 46220 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 438401 5190 SH SOLE 955 0 4235 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 865589 15350 SH SOLE 520 0 14830 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 351539 3930 SH SOLE 0 0 3930 INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 608030 6501 SH SOLE 0 0 6501 INVESCO EXCHANGE TRADED FD T S&P SML600 GWT 46137V175 231930 1827 SH SOLE 0 0 1827 INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217 214265 1097 SH SOLE 0 0 1097 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1414695 9454 SH SOLE 0 0 9454 INVESCO QQQ TR UNIT SER 1 46090E103 510537 1382 SH SOLE 255 0 1127 IRON MTN INC DEL COM 46284V101 650879 11455 SH SOLE 850 0 10605 ISHARES TR U.S. MED DVC ETF 464288810 782342 13857 SH SOLE 690 0 13167 ISHARES TR RUS 2000 VAL ETF 464287630 289344 2055 SH SOLE 400 0 1655 ISHARES TR GL CLEAN ENE ETF 464288224 409259 22242 SH SOLE 2857 0 19385 ISHARES TR ISHS 1-5YR INVS 464288646 1037517 20680 SH SOLE 0 0 20680 ISHARES TR CORE S&P SCP ETF 464287804 343992 3452 SH SOLE 0 0 3452 ISHARES TR GNMA BOND ETF 46429B333 312492 7128 SH SOLE 0 0 7128 ISHARES TR RUS 1000 VAL ETF 464287598 5231758 33148 SH SOLE 0 0 33148 ISHARES TR RUS 1000 GRW ETF 464287614 8152987 29628 SH SOLE 0 0 29628 ISHARES TR RUSSELL 2000 ETF 464287655 3142317 16780 SH SOLE 0 0 16780 ISHARES TR SELECT DIVID ETF 464287168 305004 2692 SH SOLE 0 0 2692 ISHARES TR ISHARES SEMICDTR 464287523 272398 537 SH SOLE 0 0 537 ISHARES TR U.S. TECH ETF 464287721 900247 8269 SH SOLE 0 0 8269 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1294212 26030 SH SOLE 0 0 26030 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 903155 26992 SH SOLE 0 0 26992 JOHNSON & JOHNSON COM 478160104 1154502 6975 SH SOLE 0 0 6975 JPMORGAN CHASE & CO COM 46625H100 224414 1543 SH SOLE 443 0 1100 LIBERTY ALL-STAR GROWTH FD I COM 529900102 57487 10626 SH SOLE 0 0 10626 MARTIN MARIETTA MATLS INC COM 573284106 362428 785 SH SOLE 85 0 700 MCDONALDS CORP COM 580135101 416283 1395 SH SOLE 0 0 1395 MERCK & CO INC COM 58933Y105 421405 3652 SH SOLE 0 0 3652 MICROCHIP TECHNOLOGY INC. COM 595017104 1233118 13764 SH SOLE 550 0 13214 MICROSOFT CORP COM 594918104 3305654 9707 SH SOLE 36 0 9671 NUVEEN CORPORATE INCOME 2023 COM 67079F101 96773 10350 SH SOLE 0 0 10350 NUVEEN QUALITY MUNCP INCOME COM 67066V101 121344 10767 SH SOLE 0 0 10767 NVIDIA CORPORATION COM 67066G104 332493 786 SH SOLE 0 0 786 ORACLE CORP COM 68389X105 312254 2622 SH SOLE 0 0 2622 PACER FDS TR TRENDP US LAR CP 69374H105 1273169 30827 SH SOLE 1927 0 28900 PEPSICO INC COM 713448108 492685 2660 SH SOLE 0 0 2660 PFIZER INC COM 717081103 260281 7096 SH SOLE 675 0 6421 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3831680 38409 SH SOLE 0 0 38409 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 689934 7360 SH SOLE 0 0 7360 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 274644 5545 SH SOLE 0 0 5545 PROCTER AND GAMBLE CO COM 742718109 539283 3554 SH SOLE 0 0 3554 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 883209 5080 SH SOLE 390 0 4690 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 560262 16620 SH SOLE 1875 0 14745 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 392469 3657 SH SOLE 350 0 3307 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 2102441 15840 SH SOLE 655 0 15185 SELECT SECTOR SPDR TR ENERGY 81369Y506 527690 6501 SH SOLE 0 0 6501 SPDR GOLD TR GOLD SHS 78463V107 785814 4408 SH SOLE 35 0 4373 SPDR S&P 500 ETF TR TR UNIT 78462F103 5508605 12427 SH SOLE 0 0 12427 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 2105291 4396 SH SOLE 90 0 4306 SPDR SER TR S&P DIVID ETF 78464A763 1639634 13376 SH SOLE 685 0 12691 TRI CONTL CORP COM 895436103 291827 10643 SH SOLE 0 0 10643 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 235989 1550 SH SOLE 140 0 1410 VANECK ETF TRUST URANIUM PLS NUCL 92189F601 766625 12905 SH SOLE 925 0 11980 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 596928 7899 SH SOLE 0 0 7899 VANGUARD INDEX FDS GROWTH ETF 922908736 1770767 6258 SH SOLE 0 0 6258 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 1053631 7614 SH SOLE 0 0 7614 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 1055189 5128 SH SOLE 0 0 5128 VANGUARD INDEX FDS MID CAP ETF 922908629 708436 3218 SH SOLE 0 0 3218 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 491588 1207 SH SOLE 0 0 1207 VANGUARD INDEX FDS TOTAL STK MKT 922908769 3096698 14058 SH SOLE 0 0 14058 VANGUARD INDEX FDS VALUE ETF 922908744 1273222 8960 SH SOLE 0 0 8960 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 806522 19826 SH SOLE 525 0 19301 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3215955 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 1094685 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