AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT LLP
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| IWF | ISHARES RUSSELL 1000 GROWTH ETF | 26,795 | +262 | +0.99% | $177.46 | 7.38% | 0.01% | 9,675,401 | 2025-03-31 | ||||||
| IWD | ISHARES RUSSELL 1000 VALUE ETF | 33,295 | +475 | +1.45% | $138.21 | 4.78% | 0.01% | 6,264,786 | 2025-03-31 | ||||||
| SPY | SPDR S&P 500 ETF | 9,750 | -817 | -7.73% | $307.26 | 4.16% | 0.00% | 5,453,785 | 2025-03-31 | ||||||
| AAPL | APPLE | 22,612 | +584 | +2.65% | $78.79 | 3.83% | 0.00% | 5,022,783 | 2025-03-31 | ||||||
| MINT | PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND | 37,191 | +2,565 | +7.41% | $101.53 | 2.86% | 0.00% | 3,742,162 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 9,484 | -70 | -0.73% | $174.68 | 2.72% | 0.00% | 3,560,016 | 2025-03-31 | ||||||
| VIG | VANGUARD DIVIDEND APPRECIATION INDEX FUND | 17,405 | -175 | -1.00% | $122.54 | 2.58% | 0.00% | 3,376,401 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 11,726 | -539 | -4.39% | $157.35 | 2.46% | 0.00% | 3,222,774 | 2025-03-31 | ||||||
| VUG | VANGUARD GROWTH INDEX FUND | 6,336 | +282 | +4.66% | $204.47 | 1.79% | 0.00% | 2,349,516 | 2025-03-31 | ||||||
| IWM | ISHARES RUSSELL 2000 ETF | 11,694 | -535 | -4.37% | $189.20 | 1.78% | 0.00% | 2,332,901 | 2025-03-31 | ||||||
| AMZN | AMAZON | 11,472 | -670 | -5.52% | $94.56 | 1.67% | 0.00% | 2,182,663 | 2025-03-31 | ||||||
| MDY | SPDR S&P MIDCAP 400 ETF TRUST | 3,836 | 0 | 0.00% | $355.30 | 1.56% | 0.01% | 2,046,429 | 2025-03-31 | ||||||
| VTV | VANGUARD VALUE INDEX FUND | 11,826 | +2,174 | +22.52% | $137.57 | 1.56% | 0.00% | 2,042,826 | 2025-03-31 | ||||||
| PPA | INVESCO AEROSPACE & DEFENSE ETF | 14,993 | +452 | +3.11% | $87.24 | 1.33% | 0.04% | 1,747,407 | 2025-03-31 | ||||||
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | 34,545 | +1,755 | +5.35% | $37.60 | 1.31% | 0.00% | 1,720,690 | 2025-03-31 | ||||||
| ITW | ILLINOIS TOOL WORKS | 6,840 | 0 | 0.00% | $169.62 | 1.29% | 0.00% | 1,696,388 | 2025-03-31 | ||||||
| JHSC | JOHN HANCOCK MULTIFACTOR SMALL CAP ETF | 45,025 | +5,378 | +13.56% | $32.60 | 1.28% | 0.00% | 1,678,198 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 7,944 | +215 | +2.78% | $126.45 | 1.27% | 0.00% | 1,664,427 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 4,440 | +205 | +4.84% | $251.49 | 1.24% | 0.00% | 1,627,216 | 2025-03-31 | ||||||
| PAVE | GLOBAL X US INFRASTRUCTURE DEVELOPMENT ETF | 41,402 | +267 | +0.65% | $24.53 | 1.19% | 0.02% | 1,562,121 | 2025-03-31 | ||||||
| XLV | HEALTH CARE SELECT SECTOR SPDR FUND | 10,676 | -483 | -4.33% | $125.77 | 1.19% | 0.00% | 1,558,758 | 2025-03-31 | ||||||
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX FUND | 23,225 | +11,603 | +99.84% | $105.31 | 1.16% | 0.00% | 1,516,329 | 2025-03-31 | ||||||
| CEG | CONSTELLATION ENERGY | 7,172 | +225 | +3.24% | $82.91 | 1.12% | 0.00% | 1,464,828 | 2025-03-31 | ||||||
| VDE | VANGUARD ENERGY INDEX FUND | 10,890 | -379 | -3.36% | $99.29 | 1.08% | 0.02% | 1,412,549 | 2025-03-31 | ||||||
| GLD | SPDR GOLD TRUST | 4,883 | +400 | +8.92% | $157.66 | 1.07% | 0.00% | 1,406,990 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 7,958 | +100 | +1.27% | $113.50 | 1.05% | 0.00% | 1,378,563 | 2025-03-31 | ||||||
| NLR | VANECK URANIUM+NUCLEAR ENERGY ETF | 18,096 | +900 | +5.23% | $63.06 | 1.01% | 0.13% | 1,325,908 | 2025-03-31 | ||||||
| SMH | VANECK SEMICONDUCTOR ETF | 6,110 | -98 | -1.58% | $190.51 | 0.99% | 0.01% | 1,292,179 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 11,089 | +219 | +2.01% | $55.13 | 0.92% | 0.00% | 1,201,827 | 2025-03-31 | ||||||
| FTHI | FIRST TRUST BUYWRITE INCOME ETF | 54,720 | +3,760 | +7.38% | $20.83 | 0.91% | 0.00% | 1,196,183 | 2025-03-31 | ||||||
| VGT | VANGUARD INFORMATION TECHNOLOGY INDEX FUND | 2,187 | -98 | -4.29% | $262.30 | 0.91% | 0.00% | 1,186,264 | 2025-03-31 | ||||||
| VOT | VANGUARD MID-CAP GROWTH INDEX FUND | 4,785 | 0 | 0.00% | $161.94 | 0.89% | 0.01% | 1,170,602 | 2025-03-31 | ||||||
| PHO | INVESCO WATER RESOURCES ETF | 17,750 | +315 | +1.81% | $51.42 | 0.87% | 0.06% | 1,145,230 | 2025-03-31 | ||||||
| VOE | VANGUARD MID-CAP VALUE INDEX FUND | 6,787 | +290 | +4.46% | $120.63 | 0.83% | 0.01% | 1,089,587 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 6,315 | -80 | -1.25% | $140.36 | 0.80% | 0.00% | 1,047,280 | 2025-03-31 | ||||||
| COST | COSTCO WHOLESALE | 1,080 | -10 | -0.92% | $344.20 | 0.78% | 0.00% | 1,021,444 | 2025-03-31 | ||||||
| XLK | TECHNOLOGY SELECT SECTOR SPDR FUND | 4,885 | +200 | +4.27% | $107.67 | 0.77% | 0.00% | 1,008,656 | 2025-03-31 | ||||||
| CVX | CHEVRON | 5,926 | -140 | -2.31% | $124.83 | 0.76% | 0.00% | 991,363 | 2025-03-31 | ||||||
| IYW | ISHARES US TECHNOLOGY ETF | 6,968 | +55 | +0.80% | $55.97 | 0.75% | 0.01% | 978,586 | 2025-03-31 | ||||||
| SDY | SPDR(R) S&P(R) DIVIDEND ETF | 7,185 | 0 | 0.00% | $105.50 | 0.74% | 0.00% | 974,860 | 2025-03-31 | ||||||
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 18,098 | +1,300 | +7.74% | $53.36 | 0.72% | 0.00% | 947,795 | 2025-03-31 | ||||||
| BUFR | FT CBOE VEST FUND OF BUFFER ETFS | 31,585 | -3,385 | -9.68% | $28.06 | 0.72% | 0.00% | 937,759 | 2025-03-31 | ||||||
| IRM | IRON MOUNTAIN | 10,870 | +670 | +6.57% | $54.51 | 0.71% | 0.00% | 935,255 | 2025-03-31 | ||||||
| DLR | DIGITAL REALTY TRUST | 6,410 | -760 | -10.60% | $146.01 | 0.70% | 0.00% | 918,490 | 2025-03-31 | ||||||
| PTLC | PACER TRENDPILOT US LARGE CAP ETF | 16,474 | -86 | -0.52% | $34.06 | 0.65% | 0.00% | 847,614 | 2025-03-31 | ||||||
| NEAR | BLACKROCK SHORT MATURITY BOND ETF | 16,400 | +1,200 | +7.89% | $50.09 | 0.64% | 0.03% | 834,269 | 2025-03-31 | ||||||
| BRK.B | BERKSHIRE HATHAWAY | 1,508 | 0 | 0.00% | $0.00 | 0.61% | 0.00% | 803,132 | 2025-03-31 | ||||||
| BRK.A | BERKSHIRE HATHAWAY | 1 | 0 | 0.00% | $0.00 | 0.61% | 0.00% | 798,442 | 2025-03-31 | ||||||
| BUFD | FT CBOE VEST FUND OF DEEP BUFFER ETFS | 31,190 | +4,465 | +16.71% | $24.40 | 0.59% | 0.00% | 778,192 | 2025-03-31 | ||||||
| FJP | FIRST TRUST JAPAN ALPHADEX FUND | 13,600 | -2,000 | -12.82% | $50.25 | 0.57% | 0.00% | 745,553 | 2025-03-31 | ||||||