Portfolio (Quarterly)
Guide ↗
American Institute for Advanced Investment Management, LLP
· CIK 0001805824| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | WCMI | FIRST TR EXCHANGE-TRADED FD | — | 45,891.0 | $898K | 0.52% | NEW | — | $19.57 | +1.0% |
| 62 | BUFR | FIRST TR EXCHNG TRADED FD VI | — | 24,485.0 | $894K | 0.52% | NEW | — | $36.53 | +2.5% |
| 63 | FJP | FIRST TR EXCH TRD ALPHDX FD | — | 11,410.0 | $871K | 0.50% | NEW | — | $76.33 | -0.0% |
| 64 | RZV | INVESCO EXCHANGE TRADED FD T | — | 5,820.0 | $868K | 0.50% | NEW | — | $149.06 | +0.6% |
| 65 | IJR | ISHARES TR | — | 5,797.0 | $860K | 0.50% | NEW | — | $148.31 | -1.8% |
| 66 | PTLC | PACER FDS TR | — | 13,656.0 | $796K | 0.46% | NEW | — | $58.26 | +2.9% |
| 67 | BSCT | INVESCO EXCH TRD SLF IDX FD | — | 42,650.0 | $792K | 0.46% | NEW | — | $18.57 | -0.5% |
| 68 | BSV | VANGUARD BD INDEX FDS | — | 9,831.0 | $766K | 0.44% | NEW | — | $77.91 | -0.5% |
| 69 | — | BERKSHIRE HATHAWAY INC DEL | — | 1.0 | $749K | 0.43% | NEW | — | $748850.00 | — |
| 70 | AMAT | APPLIED MATLS INC | Technology | 1,008.0 | $729K | 0.42% | NEW | — | $723.00 | -36.1% |
| 71 | VOO | VANGUARD INDEX FDS | — | 1,040.0 | $714K | 0.41% | NEW | — | $686.81 | +3.0% |
| 72 | PFFD | GLOBAL X FDS | — | 37,220.0 | $696K | 0.40% | NEW | — | $18.69 | -1.5% |
| 73 | SLV | ISHARES SILVER TR | Financial Services | 12,914.0 | $691K | 0.40% | NEW | — | $53.47 | +12.2% |
| 74 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 35,190.0 | $687K | 0.40% | NEW | — | $19.53 | -0.0% |
| 75 | AMD | ADVANCED MICRO DEVICES INC | Technology | 1,180.0 | $685K | 0.40% | NEW | — | $580.91 | -19.9% |
| 76 | WMT | WALMART INC | Consumer Defensive | 5,960.0 | $675K | 0.39% | NEW | — | $113.26 | -9.0% |
| 77 | XLI | SELECT SECTOR SPDR TR | — | 3,592.0 | $665K | 0.38% | NEW | — | $185.23 | -4.4% |
| 78 | FXZ | FIRST TR EXCHANGE-TRADED FD | — | 8,350.0 | $663K | 0.38% | NEW | — | $79.44 | +8.3% |
| 79 | MU | MICRON TECHNOLOGY INC | Technology | 568.0 | $656K | 0.38% | NEW | — | $1154.29 | -19.2% |
| 80 | IGLD | FIRST TR EXCHANGE-TRADED FD | — | 30,750.0 | $648K | 0.37% | NEW | — | $21.06 | +4.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
30.7%
Financial Services
28.7%
Healthcare
10.1%
Consumer Cyclical
8.0%
Industrials
7.0%
Consumer Defensive
4.8%
Utilities
3.1%
Basic Materials
2.6%
Communication Services
2.2%
Energy
1.7%