Fund HoldingsAmerican Institute for Advanced Investment Management, LLP

Total Portfolio Value
$173.06M
Total Bought
$15.13M
Total Sold
$10.21M
Net Transaction
+$4.92M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
ISHARES TR25,240100,432+75,19210,76212,4717.21%+1,708
VANECK ETF TRUST
SEMICONDUCTR ETF
3,9724,067+951,5232,6671.54%+1,145
ISHARES TR31,53731,216-3216,7397,5684.37%+829
FIRST TR EXCHANGE-TRADED FD
NO AMER ENERGY
5,90022,895+16,9952589960.58%+738
STATE STR SPDR S&P 500 ETF T(SPY)9,5129,263-2496,1866,9174.00%+731
FIRST TR EXCHANGE-TRADED FD
MATERIALS ALPH
08,350+8,35006630.38%+663
MICRON TECHNOLOGY INC(MU)0568+56806560.38%+656
APPLE INC(AAPL)19,72019,550-1705,0055,6573.27%+652
GLOBAL X FDS
ARTIFICIAL ETF
30,24931,042+7931,4122,0371.18%+625
GLOBAL X FDS
DATA CTR DIG ETF
019,100+19,10005800.34%+580
FIRST TR EXCHANGE-TRADED FD14,77045,891+31,1213398980.52%+559
ISHARES TR10,97710,912-652,7223,2791.89%+556
VANGUARD WORLD FD
INF TECH ETF
2,19717,408+15,2111,5332,0811.20%+548
ISHARES TR1,1681,413+2453849050.52%+522
ISHARES TR6,7806,929+1491,2301,7481.01%+518
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9,2259,050-1751,2261,7241.00%+498
ADVANCED MICRO DEVICES INC(AMD)9901,180+1902016850.40%+484
VANGUARD INDEX FDS5,93435,664+29,7302,5923,0721.78%+480
VANGUARD INDEX FDS8,0868,144+582,5943,0141.74%+420
FIRST TR EXCHANGE-TRADED FD
NASDQ CLN EDGE
17,37917,675+2962,1212,5291.46%+408
KLA CORP(KLAC)1702,090+1,9202506310.36%+380
APPLIED MATLS INC1,1081,008-1003797290.42%+350
GLOBAL X FDS
US INFR DEV ETF
40,47440,759+2852,0562,4011.39%+345
MICROCHIP TECHNOLOGY INC.(MCHP)11,70611,70607561,0680.62%+311
CATERPILLAR INC(CAT)86986906169250.53%+310
FIRST TR EXCHANGE-TRADED FD14,77030,750+15,9803396480.37%+308
STATE STR SPDR S&P MIDCAP 40(MDY)3,7183,696-222,2932,6001.50%+306
FIRST TR EXCHANGE-TRADED FD
NASDAQ CYB ETF
11,19311,113-807029990.58%+297
VANGUARD INDEX FDS12,94513,003+582,5402,8341.64%+294
TEXAS INSTRS INC(TXN)0985+98502940.17%+294
AMAZON COM INC(AMZN)10,22910,154-752,1302,4201.40%+290
JOHN HANCOCK EXCHANGE TRADED
MULTIFACTR SML
46,90446,686-2182,0122,2671.31%+255
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
03,147+3,14702490.14%+249
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
14,57915,034+4552,4162,6561.53%+240
VANGUARD INDEX FDS4,6874,706+191,2061,4410.83%+235
ALPHABET INC(GOOG)3,6313,587-441,0161,2450.72%+228
SPDR INDEX SHS FDS
ST STR PO EX ETF
23,74425,877+2,1331,0841,3040.75%+220
INVESCO QQQ TR1,3331,341+87699880.57%+218
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
02,676+2,67602170.13%+217
INTEL CORP(INTC)01,452+1,45202030.12%+203
ISHARES U S ETF TR
SHOR DURA BD ETF
17,17520,140+2,9658731,0200.59%+147
ABBVIE INC(ABBV)7,6597,204-4551,6661,8131.05%+147
INVESCO EXCH TRD SLF IDX FD
INVSCO BLSH 28
43,67650,746+7,0708921,0330.60%+141
ISHARES TR5,8045,797-77228600.50%+138
INVESCO EXCHANGE TRADED FD T
S&P SML600 VAL
5,8705,820-507308680.50%+137
BLACKROCK UTILS INFRASTRUCTU(BUI)37,06538,140+1,0759781,1060.64%+129
BROADCOM INC(AVGO)2,6172,467-1508109320.54%+122
VANGUARD SPECIALIZED FUNDS12,28611,666-6202,6422,7601.60%+118
INVESCO EXCH TRD SLF IDX FD
BULETSHS 2029
36,39042,650+6,2606797920.46%+113
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
5,5965,551-451,0741,1810.68%+107
ETF SER SOLUTIONS
DEFIANCE SPACE A
3,8753,87502643680.21%+104
RIO TINTO PLC(RIO)5,7656,740+9755386400.37%+102
ISHARES TR3,3304,530+1,2002753720.21%+97
NVIDIA CORPORATION(NVDA)11,68210,654-1,0282,0372,1321.23%+94
VANGUARD INDEX FDS6,8076,795-121,2541,3430.78%+88
SELECT SECTOR SPDR TR
ST STR FINL ETF
29,25828,558-7001,4441,5310.88%+87
SELECT SECTOR SPDR TR
ST STR INDL ETF
3,5923,59205816650.38%+84
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
5,4515,416-353103940.23%+83
INVESCO EXCH TRD SLF IDX FD
BULSHS 2027 CB
50,49354,538+4,0459911,0700.62%+79
VANGUARD INTL EQUITY INDEX F12,48112,484+31,0291,1050.64%+77
ISHARES TR5,3515,457+1064645400.31%+76
VANGUARD INTL EQUITY INDEX F8,8789,308+4304805560.32%+76
IRON MTN INC DEL(IRM)2,7902,815+252853560.21%+71
VANGUARD INDEX FDS1,9607,840+5,8805636320.36%+69
ALPHABET INC(GOOG)1,2111,176-353484160.24%+69
INVESCO EXCHANGE TRADED FD T
S&P MDCP400 PR
6,8726,87203774430.26%+67
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
1,1061,086-202633290.19%+66
EXCHANGE TRADED CONCEPTS TRU3,0723,217+1452102760.16%+65
ELI LILLY & CO(LLY)390350-403594200.24%+61
EATON CORP PLC(ETN)917907-103283860.22%+58
TESLA INC(TSLA)1,1171,122+54154720.27%+57
JPMORGAN CHASE & CO(JPM)1,6751,67504935480.32%+56
HOME DEPOT INC(HD)10,10610,001-1051,2781,3290.77%+51
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
52,31552,115-2001,2391,2880.74%+50
TRANE TECHNOLOGIES PLC(TT)66566502773270.19%+49
ILLINOIS TOOL WKS INC(ITW)4,8404,84001,2601,3090.76%+49
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,9651,96502352840.16%+49
INVESCO EXCH TRD SLF IDX FD
INVSCO 30 CORP
22,83025,630+2,8003824270.25%+45
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
25,18524,485-7008508940.52%+44
SPDR SERIES TRUST
ST STR SP DIV
6,8506,85001,0001,0420.60%+43
ISHARES TR19,50720,362+8551,0251,0670.62%+42
CSX CORP(CSX)6,3206,32002593000.17%+41
VANGUARD INDEX FDS1,1291,040-896757140.41%+40
INTERNATIONAL BUSINESS MACHS(IBM)1,6571,557-1004024380.25%+36
TRI CONTL CORP(TY)10,17010,326+1563213550.21%+34
ALTRIA GROUP INC(MO)5,7045,70403764100.24%+34
SCHWAB STRATEGIC TR6,9506,95002022350.14%+33
PIMCO ETF TR
ENHAN SHRT MA AC
36,72836,958+2303,6943,7262.15%+32
FIRST TR EXCHANGE-TRADED ALP
COM SHS
1,7551,75502252570.15%+32
MERCK & CO INC(MRK)3,7953,79504574880.28%+31
BERKSHIRE HATHAWAY INC DEL1107187490.43%+31
EATON VANCE TAX-MANAGED BUY-(ETV)28,77028,77004224530.26%+30
MICROSOFT CORP(MSFT)9,2999,309+103,4423,4722.01%+30
INVESCO EXCHANGE TRADED FD T
WATER RES ETF
16,44016,330-1101,0991,1280.65%+29
EMCOR GROUP INC(EME)30030002212490.14%+27
PACER FDS TR
TRENDP US LAR CP
14,65613,656-1,0007697960.46%+27
JOHNSON & JOHNSON(JNJ)6,4856,340-1451,5851,6100.93%+25
PHILIP MORRIS INTL INC(PM)1,5511,55102562810.16%+24
FREEPORT MCMORAN INC(FCX)7,8637,713-1504624850.28%+23
INVESCO EXCHANGE TRADED FD T
BUYBACK ACHIEV
2,7152,675-403563790.22%+23
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