Ahl Investment Management, Inc. Top Holdings and 13F Report (2025) About Ahl Investment Management, Inc.Investment ActivityAhl Investment Management, Inc. has $145.12 million in total holdings as of March 31, 2025.Ahl Investment Management, Inc. owns shares of 68 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 2.28% of the portfolio was purchased this quarter.About 2.72% of the portfolio was sold this quarter.This quarter, Ahl Investment Management, Inc. has purchased 68 new stocks and bought additional shares in 12 stocks.Ahl Investment Management, Inc. sold shares of 41 stocks and completely divested from 2 stocks this quarter.Largest Holdings Coca-Cola $8,291,092Global X U.S. Preferred ETF $7,982,196JPMorgan Chase & Co. $7,760,365Microsoft $7,395,742Apple $6,728,078 Largest New Holdings this Quarter 493267108 - KeyCorp $728,345 Holding808524607 - Schwab US Small-Cap ETF $425,583 Holding Largest Purchases this Quarter KeyCorp 45,550 shares (about $728.35K)Microsoft 1,722 shares (about $646.44K)Global X U.S. Preferred ETF 33,016 shares (about $628.62K)Schwab US Small-Cap ETF 18,164 shares (about $425.58K)Schwab US Broad Market ETF 8,747 shares (about $188.32K) Largest Sales this Quarter AT&T 17,544 shares (about $496.14K)Nuveen AMT-Free Municipal Value Fund 19,300 shares (about $265.18K)CVS Health 3,256 shares (about $220.59K)UnitedHealth Group 397 shares (about $207.93K)Darden Restaurants 900 shares (about $186.98K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAhl Investment Management, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorKOCoca-Cola$8,291,092$81,289 ▼-1.0%115,7655.7%Consumer StaplesPFFDGlobal X U.S. Preferred ETF$7,982,196$628,625 ▲8.5%419,2335.5%ETFJPMJPMorgan Chase & Co.$7,760,365$22,077 ▼-0.3%31,6365.3%FinanceMSFTMicrosoft$7,395,742$646,438 ▲9.6%19,7015.1%Computer and TechnologyAAPLApple$6,728,078$24,656 ▼-0.4%30,2894.6%Computer and TechnologySCHBSchwab US Broad Market ETF$6,338,299$188,323 ▲3.1%294,3944.4%ETFXOMExxon Mobil$6,294,109$36,868 ▼-0.6%52,9234.3%EnergySDHYPGIM Short Duration High Yield Opportunities Fund$5,005,784$57,416 ▼-1.1%303,7493.4%SYKStryker$4,735,020$59,560 ▼-1.2%12,7203.3%MedicalNOCNorthrop Grumman$4,508,248$54,785 ▼-1.2%8,8053.1%AerospaceABBVAbbVie$4,484,055$186,259 ▼-4.0%21,4023.1%MedicalJNJJohnson & Johnson$3,777,498$1,658 ▼0.0%22,7782.6%MedicalSCHDSchwab US Dividend Equity ETF$3,763,757$14,148 ▼-0.4%134,6122.6%ETFBSVVanguard Short-Term Bond ETF$3,519,704$85,090 ▲2.5%44,9632.4%ETFAXPAmerican Express$3,091,115$39,550 ▼-1.3%11,4892.1%FinanceEMREmerson Electric$2,984,072$20,393 ▼-0.7%27,2172.1%IndustrialsSCHFSchwab International Equity ETF$2,955,241$5,360 ▼-0.2%149,4062.0%ETFSCHOSchwab Short-Term U.S. Treasury ETF$2,737,057$145,675 ▼-5.1%112,4511.9%ETFCVSCVS Health$2,714,065$220,594 ▼-7.5%40,0601.9%MedicalCVXChevron$2,577,792$34,295 ▼-1.3%15,4091.8%EnergyNZFNuveen Municipal Credit Income Fund$2,535,487$4,281 ▼-0.2%207,3171.7%Financial ServicesQCOMQUALCOMM$2,439,020$7,681 ▼-0.3%15,8781.7%Computer and TechnologyAMZNAmazon.com$2,361,127$13,318 ▼-0.6%12,4101.6%Retail/WholesalePFEPfizer$2,325,757$160,782 ▲7.4%91,7821.6%MedicalMCDMcDonald's$2,098,190$5,310 ▼-0.3%6,7171.4%Retail/WholesaleCSCOCisco Systems$1,996,442$127,740 ▼-6.0%32,3521.4%Computer and TechnologyTAT&T$1,946,399$496,144 ▼-20.3%68,8261.3%Computer and TechnologyABTAbbott Laboratories$1,928,068$124,028 ▼-6.0%14,5351.3%MedicalVZVerizon Communications$1,893,162$123,335 ▼-6.1%41,7361.3%Computer and TechnologyWMTWalmart$1,886,468$73,482 ▼-3.7%21,4881.3%Retail/WholesaleEATON VANCE NATL MUN OPPORT$1,801,130$165,884 ▲10.1%108,1761.2%COM SHSTFCTruist Financial$1,800,066$6,173 ▼-0.3%43,7441.2%FinanceUNHUnitedHealth Group$1,778,131$207,929 ▼-10.5%3,3951.2%MedicalRTXRTX$1,694,163$96,696 ▼-5.4%12,7901.2%AerospaceVTIVanguard Total Stock Market ETF$1,674,325$18,414 ▼-1.1%6,0921.2%ETFPEPPepsiCo$1,565,973$7,497 ▼-0.5%10,4441.1%Consumer StaplesCARRCarrier Global$1,183,424$6,023 ▼-0.5%18,6660.8%Computer and TechnologyNUWNuveen AMT-Free Municipal Value Fund$1,170,703$265,182 ▼-18.5%85,2040.8%Financial ServicesFEFirstEnergy$906,014$12,934 ▲1.4%22,4150.6%UtilitiesGOOGLAlphabet$806,912$44,846 ▲5.9%5,2180.6%Computer and TechnologyNEENextEra Energy$761,855$97,970 ▲14.8%10,7470.5%UtilitiesUSBU.S. Bancorp$739,1030.0%17,5060.5%FinanceKEYKeyCorp$728,345$728,345 ▲New Holding45,5500.5%FinanceSCHZSchwab U.S. Aggregate Bond ETF$723,588$115,800 ▲19.1%31,2430.5%ETFMIYBlackRock MuniYield Michigan Quality Fund$710,1120.0%62,4000.5%FinanceXLUUtilities Select Sector SPDR Fund$644,7560.0%8,1770.4%ETFOTISOtis Worldwide$604,442$6,192 ▼-1.0%5,8570.4%ConstructionXLFFinancial Select Sector SPDR Fund$500,242$59,772 ▼-10.7%10,0430.3%ETFCOPConocoPhillips$487,5030.0%4,6420.3%EnergySCHXSchwab US Large-Cap ETF$455,7310.0%20,6400.3%ETFSCHASchwab US Small-Cap ETF$425,583$425,583 ▲New Holding18,1640.3%ETFHDHome Depot$408,270$2,932 ▼-0.7%1,1140.3%Retail/WholesaleAVGOBroadcom$386,763$25,114 ▼-6.1%2,3100.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$380,385$13,985 ▼-3.5%6800.3%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$351,5620.0%14,0400.2%ETFDRIDarden Restaurants$332,416$186,984 ▼-36.0%1,6000.2%Retail/WholesaleSCHVSchwab U.S. Large-Cap Value ETF$321,9900.0%12,1140.2%ETFEFAiShares MSCI EAFE ETF$316,2130.0%3,8690.2%FinanceXLEEnergy Select Sector SPDR Fund$316,0480.0%3,3820.2%ETFPGProcter & Gamble$257,0970.0%1,5090.2%Consumer StaplesKLACKLA$254,925$72,059 ▼-22.0%3750.2%Computer and TechnologyBACBank of America$248,433$12,645 ▲5.4%5,9530.2%FinanceIWViShares Russell 3000 ETF$243,9480.0%7680.2%ETFMRKMerck & Co., Inc.$238,313$4,488 ▼-1.8%2,6550.2%MedicalBLACKROCK INC$215,7970.0%2280.1%COMDISWalt Disney$214,222$2,073 ▲1.0%2,1700.1%Consumer DiscretionaryAXONAxon Enterprise$210,3800.0%4000.1%AerospaceMETAMeta Platforms$204,031$57,636 ▼-22.0%3540.1%Computer and TechnologySCHPSchwab U.S. TIPS ETF$0$709,188 ▼-100.0%00.0%ETFARESAres Management$0$224,651 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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