AMERICAN INSTITUTE FOR ADVANCED INVESTMENT MANAGEMENT, LLP
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MRK | 4K | $322.46K |
 | DLR | 4K | $637.93K |
 | GOOGL | 4K | $871.01K |
 | CVX | 3K | $484.66K |
 | PLTR | 3K | $547.26K |
 | PG | 3K | $435.91K |
 | AVGO | 3K | $935.30K |
 | ABT | 3K | $364.45K |
 | ORCL | 2K | $698.32K |
 | WM | 2K | $486.93K |
 | XOM | 2K | $225.50K |
 | JPM | 2K | $516.68K |
 | PM | 2K | $251.57K |
 | BRK-B | 2K | $758.13K |
 | HON | 1K | $294.70K |
 | CB | 1K | $400.74K |
 | GOOG | 1K | $326.52K |
 | IBM | 1K | $370.76K |
 | RTX | 1K | $213.01K |
 | MCD | 1K | $372.26K |
Merck & Co., Inc.
MRK
Shares Held
4K
Value
$322.46K
Digital Realty Trust, Inc.
DLR
Shares Held
4K
Value
$637.93K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$871.01K
Chevron Corporation
CVX
Shares Held
3K
Value
$484.66K
Palantir Technologies Inc.
PLTR
Shares Held
3K
Value
$547.26K
The Procter & Gamble Company
PG
Shares Held
3K
Value
$435.91K
Broadcom Inc.
AVGO
Shares Held
3K
Value
$935.30K
Abbott Laboratories
ABT
Shares Held
3K
Value
$364.45K
Oracle Corporation
ORCL
Shares Held
2K
Value
$698.32K
Waste Management, Inc.
WM
Shares Held
2K
Value
$486.93K
Exxon Mobil Corporation
XOM
Shares Held
2K
Value
$225.50K
JPMorgan Chase & Co.
JPM
Shares Held
2K
Value
$516.68K
Philip Morris International Inc.
PM
Shares Held
2K
Value
$251.57K
Berkshire Hathaway Inc.
BRK-B
Shares Held
2K
Value
$758.13K
Honeywell International Inc.
HON
Shares Held
1K
Value
$294.70K
Chubb Limited
CB
Shares Held
1K
Value
$400.74K
Alphabet Inc.
GOOG
Shares Held
1K
Value
$326.52K
International Business Machines Corporation
IBM
Shares Held
1K
Value
$370.76K
RTX Corporation
RTX
Shares Held
1K
Value
$213.01K
McDonald's Corporation
MCD
Shares Held
1K
Value
$372.26K