0001214659-23-014149.txt : 20231031 0001214659-23-014149.hdr.sgml : 20231031 20231031123758 ACCESSION NUMBER: 0001214659-23-014149 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231031 DATE AS OF CHANGE: 20231031 EFFECTIVENESS DATE: 20231031 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: 231363312 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 09-30-2023 09-30-2023 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 4803461556 /s/ Philip L Nagel Scottsdale AZ 10-31-2023 0 115 107940751 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 400186 4014 SH SOLE 97 0 3917 ABBVIE INC COM 00287Y109 1275353 8399 SH SOLE 447 0 7952 ALPHABET INC CAP STK CL C 02079K107 213597 1612 SH SOLE 132 0 1480 ALPHABET INC CAP STK CL A 02079K305 518075 3381 SH SOLE 262 0 3119 ALTRIA GROUP INC COM 02209S103 238003 5660 SH SOLE 0 0 5660 AMAZON COM INC COM 023135106 1580101 12430 SH SOLE 0 0 12430 AMGEN INC COM 031162100 217696 810 SH SOLE 0 0 810 APPLE INC COM 037833100 5043303 27651 SH SOLE 342 0 27309 AUTONATION INC COM 05329W102 263436 1668 SH SOLE 303 0 1365 BERKSHIRE HATHAWAY INC DEL CL A 084670108 531477 1 SH SOLE 0 0 1 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 532809 1521 SH SOLE 0 0 1521 BROADCOM INC COM 11135F101 265785 320 SH SOLE 0 0 320 CATERPILLAR INC COM 149123101 237510 870 SH SOLE 0 0 870 CHEVRON CORP NEW COM 166764100 1125711 6808 SH SOLE 337 0 6471 CONSOLIDATED WATER CO INC ORD G23773107 316252 11120 SH SOLE 0 0 11120 CONSTELLATION ENERGY CORP COM 21037T109 840352 6781 SH SOLE 327 0 6454 COSTCO WHSL CORP NEW COM 22160K105 623714 1104 SH SOLE 0 0 1104 CSX CORP COM 126408103 217402 7070 SH SOLE 0 0 7070 DIGITAL RLTY TR INC COM 253868103 200289 1655 SH SOLE 0 0 1655 EATON CORP PLC SHS G29183103 232805 1163 SH SOLE 213 0 950 EATON VANCE TAX-MANAGED BUY- COM 27828Y108 531462 43421 SH SOLE 12 0 43409 ELI LILLY & CO COM 532457108 214852 400 SH SOLE 0 0 400 ENERGY TRANSFER L P COM UT LTD PTN 29273V100 361076 24100 SH SOLE 14 0 24086 ENTERPRISE PRODS PARTNERS L COM 293792107 308734 10407 SH SOLE 27 0 10380 ETF SER SOLUTIONS DEFIANCE NEXT 26922A289 413231 12502 SH SOLE 31 0 12471 EXCHANGE TRADED CONCEPTS TR ROBO GLB ETF 301505707 476194 8023 SH SOLE 151 0 7872 EXXON MOBIL CORP COM 30231G102 296302 2520 SH SOLE 0 0 2520 FIRST TR EXCH TRADED FD III INSTL PFD SECS 33739P855 316507 18767 SH SOLE 17 0 18750 FIRST TR EXCH TRD ALPHDX FD JAPAN ALPHADEX 33737J158 871698 16314 SH SOLE 199 0 16115 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 449304 8635 SH SOLE 45 0 8590 FIRST TR EXCHANGE TRADED FD NASDQ CLN EDGE 33737A108 1127938 11477 SH SOLE 282 0 11195 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 33733E104 1342810 18237 SH SOLE 0 0 18237 FIRST TR EXCHANGE-TRADED FD NAT GAS ETF 33733E807 308351 11090 SH SOLE 26 0 11064 FIRST TR EXCHANGE-TRADED FD BUYWRIT INCM ETF 33738R308 720477 30761 SH SOLE 61 0 30700 FIRST TR EXCHANGE-TRADED FD NASDQ ARTFCIAL 33738R720 440980 10886 SH SOLE 0 0 10886 FIRST TR LRG CP VL ALPHADEX COM SHS 33735J101 500107 7720 SH SOLE 0 0 7720 FIRST TR MID CAP CORE ALPHAD COM SHS 33735B108 736806 7559 SH SOLE 184 0 7375 FIRST TR SML CP CORE ALPHA F COM SHS 33734Y109 684387 8211 SH SOLE 206 0 8005 FIRST TRUST LRGCP GWT ALPHAD COM SHS 33735K108 230773 2385 SH SOLE 0 0 2385 GLOBAL X FDS AUTONMOUS EV ETF 37954Y624 1018620 39724 SH SOLE 294 0 39430 GLOBAL X FDS US INFR DEV ETF 37954Y673 1383522 43831 SH SOLE 296 0 43535 HOME DEPOT INC COM 437076102 1355188 4834 SH SOLE 604 0 4230 HONEYWELL INTL INC COM 438516106 333086 1803 SH SOLE 0 0 1803 ILLINOIS TOOL WKS INC COM 452308109 2098585 9112 SH SOLE 0 0 9112 INTEL CORP COM 458140100 406232 11427 SH SOLE 0 0 11427 INTERNATIONAL BUSINESS MACHS COM 459200101 235566 1679 SH SOLE 0 0 1679 INVESCO EXCH TRADED FD TR II NATL AMT MUNI 46138E537 200437 9045 SH SOLE 0 0 9045 INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB 46138J791 275484 14665 SH SOLE 0 0 14665 INVESCO EXCH TRD SLF IDX FD BULSHS 2025 CB 46138J825 488076 24270 SH SOLE 0 0 24270 INVESCO EXCH TRD SLF IDX FD BULSHS 2024 CB 46138J841 965707 46720 SH SOLE 0 0 46720 INVESCO EXCH TRD SLF IDX FD BULSHS 2023 CB 46138J866 1829605 86180 SH SOLE 0 0 86180 INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN 46137V100 524685 6059 SH SOLE 239 0 5820 INVESCO EXCHANGE TRADED FD T BUYBACK ACHIEV 46137V308 353583 3930 SH SOLE 0 0 3930 INVESCO EXCHANGE TRADED FD T S&P SML600 VAL 46137V167 601259 6601 SH SOLE 0 0 6601 INVESCO EXCHANGE TRADED FD T S&P SML600 GWT 46137V175 220713 5481 SH SOLE 0 0 5481 INVESCO EXCHANGE TRADED FD T S&P MDCP400 PR 46137V217 214958 5485 SH SOLE 0 0 5485 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT 46137V357 1301280 9184 SH SOLE 0 0 9184 INVESCO EXCHANGE TRADED FD T WATER RES ETF 46137V142 894227 16401 SH SOLE 106 0 16295 INVESCO QQQ TR UNIT SER 1 46090E103 493338 1839 SH SOLE 717 0 1122 IRON MTN INC DEL COM 46284V101 685464 10799 SH SOLE 119 0 10680 ISHARES TR ISHS 1-5YR INVS 464288646 933618 18736 SH SOLE 0 0 18736 ISHARES TR CORE S&P SCP ETF 464287804 328362 3481 SH SOLE 0 0 3481 ISHARES TR GNMA BOND ETF 46429B333 297808 7128 SH SOLE 0 0 7128 ISHARES TR RUS 1000 VAL ETF 464287598 5172664 34071 SH SOLE 0 0 34071 ISHARES TR RUS 1000 GRW ETF 464287614 7627537 28676 SH SOLE 0 0 28676 ISHARES TR RUSSELL 2000 ETF 464287655 2778057 15718 SH SOLE 0 0 15718 ISHARES TR SELECT DIVID ETF 464287168 289767 2692 SH SOLE 0 0 2692 ISHARES TR ISHARES SEMICDTR 464287523 254351 537 SH SOLE 0 0 537 ISHARES TR U.S. TECH ETF 464287721 809772 7718 SH SOLE 0 0 7718 ISHARES TR U.S. MED DVC ETF 464288810 614814 12084 SH SOLE 97 0 11987 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 1361500 27290 SH SOLE 0 0 27290 JOHN HANCOCK EXCHANGE TRADED MULTIFACTR SML 47804J842 932737 28994 SH SOLE 0 0 28994 JOHNSON & JOHNSON COM 478160104 1133864 7280 SH SOLE 0 0 7280 JPMORGAN CHASE & CO COM 46625H100 264806 1528 SH SOLE 145 0 1383 MARTIN MARIETTA MATLS INC COM 573284106 281179 1010 SH SOLE 410 0 600 MCDONALDS CORP COM 580135101 392525 1490 SH SOLE 0 0 1490 MERCK & CO INC COM 58933Y105 428273 4160 SH SOLE 0 0 4160 MICROCHIP TECHNOLOGY INC. COM 595017104 1074283 13292 SH SOLE 78 0 13214 MICROSOFT CORP COM 594918104 3057131 9962 SH SOLE 316 0 9646 NVIDIA CORPORATION COM 67066G104 341901 786 SH SOLE 0 0 786 ORACLE CORP COM 68389X105 277723 2622 SH SOLE 0 0 2622 PACER FDS TR TRENDP US LAR CP 69374H105 1180910 28940 SH SOLE 40 0 28900 PEPSICO INC COM 713448108 475280 2805 SH SOLE 0 0 2805 PIMCO ETF TR ENHAN SHRT MA AC 72201R833 3779186 37739 SH SOLE 0 0 37739 PIMCO ETF TR ENHNCD LW DUR AC 72201R718 643058 6860 SH SOLE 0 0 6860 PIMCO ETF TR SHTRM MUN BD ACT 72201R874 225170 4600 SH SOLE 0 0 4600 PROCTER AND GAMBLE CO COM 742718109 552663 3789 SH SOLE 0 0 3789 SELECT SECTOR SPDR TR ENERGY 81369Y506 568646 6291 SH SOLE 0 0 6291 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 542165 14536 SH SOLE 66 0 14470 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 1933102 14746 SH SOLE 386 0 14360 SELECT SECTOR SPDR TR INDL 81369Y704 345404 3158 SH SOLE 101 0 3057 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 832766 4854 SH SOLE 164 0 4690 SPDR GOLD TR GOLD SHS 78463V107 755754 4544 SH SOLE 171 0 4373 SPDR S&P 500 ETF TR TR UNIT 78462F103 4824079 11285 SH SOLE 0 0 11285 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 1790483 3921 SH SOLE 0 0 3921 SPDR SER TR S&P DIVID ETF 78464A763 1039692 9040 SH SOLE 0 0 9040 TRI CONTL CORP COM 895436103 282994 10643 SH SOLE 0 0 10643 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 238492 1650 SH SOLE 145 0 1505 VANECK ETF TRUST URANIUM PLS NUCL 92189F601 1030518 13833 SH SOLE 213 0 13620 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 587680 7818 SH SOLE 0 0 7818 VANGUARD INDEX FDS GROWTH ETF 922908736 1693770 6220 SH SOLE 0 0 6220 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 860276 6569 SH SOLE 0 0 6569 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 998781 5128 SH SOLE 0 0 5128 VANGUARD INDEX FDS MID CAP ETF 922908629 555548 2668 SH SOLE 0 0 2668 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 434719 1107 SH SOLE 0 0 1107 VANGUARD INDEX FDS TOTAL STK MKT 922908769 2952074 13898 SH SOLE 0 0 13898 VANGUARD INDEX FDS VALUE ETF 922908744 1421230 10304 SH SOLE 0 0 10304 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 760483 18984 SH SOLE 114 0 18870 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3045139 19598 SH SOLE 0 0 19598 VANGUARD WORLD FDS ENERGY ETF 92204A306 1187716 9165 SH SOLE 253 0 8911 VANGUARD WORLD FDS HEALTH CAR ETF 92204A504 399907 1701 SH SOLE 0 0 1701 VANGUARD WORLD FDS INF TECH ETF 92204A702 1067935 2933 SH SOLE 415 0 2518 WALMART INC COM 931142103 382232 2390 SH SOLE 0 0 2390 WASTE MGMT INC DEL COM 94106L109 284300 1817 SH SOLE 152 0 1665 WISDOMTREE TR EMER MKT HIGH FD 97717W315 530467 13566 SH SOLE 37 0 13528