Ahl Investment Management, Inc. Top Holdings and 13F Report (2025) About Ahl Investment Management, Inc.Investment ActivityAhl Investment Management, Inc. has $142.85 million in total holdings as of December 31, 2024.Ahl Investment Management, Inc. owns shares of 68 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 10.99% of the portfolio was purchased this quarter.About 2.16% of the portfolio was sold this quarter.This quarter, Ahl Investment Management, Inc. has purchased 66 new stocks and bought additional shares in 23 stocks.Ahl Investment Management, Inc. sold shares of 28 stocks and completely divested from 3 stocks this quarter.Largest Holdings Apple $7,612,890JPMorgan Chase & Co. $7,605,090Microsoft $7,578,025Global X U.S. Preferred ETF $7,535,094Coca-Cola $7,278,197 Largest New Holdings this Quarter FirstEnergy $878,939 HoldingMerck & Co., Inc. $269,093 HoldingAxon Enterprise $237,728 HoldingBLACKROCK INC $233,725 HoldingAres Management $224,651 Holding Largest Purchases this Quarter Schwab US Broad Market ETF 189,541 shares (about $4.30M)Schwab US Dividend Equity ETF 89,984 shares (about $2.46M)Global X U.S. Preferred ETF 76,620 shares (about $1.49M)Schwab International Equity ETF 74,839 shares (about $1.38M)Schwab Short-Term U.S. Treasury ETF 56,419 shares (about $1.36M) Largest Sales this Quarter Darden Restaurants 3,019 shares (about $563.62K)Apple 907 shares (about $227.13K)American Express 670 shares (about $198.85K)JPMorgan Chase & Co. 572 shares (about $137.12K)Microsoft 291 shares (about $122.65K) 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 PortfolioSectorAAPLApple$7,612,890$227,135 ▼-2.9%30,4005.3%Computer and TechnologyJPMJPMorgan Chase & Co.$7,605,090$137,115 ▼-1.8%31,7265.3%FinanceMSFTMicrosoft$7,578,025$122,655 ▼-1.6%17,9795.3%Computer and TechnologyPFFDGlobal X U.S. Preferred ETF$7,535,094$1,494,856 ▲24.7%386,2175.3%ETFKOCoca-Cola$7,278,197$43,644 ▲0.6%116,9005.1%Consumer StaplesSCHBSchwab US Broad Market ETF$6,484,181$4,302,577 ▲197.2%285,6474.5%ETFXOMExxon Mobil$5,726,247$39,801 ▼-0.7%53,2334.0%EnergySDHYPGIM Short Duration High Yield Opportunities Fund$4,952,596$132,780 ▲2.8%307,2333.5%SYKStryker$4,637,444$81,011 ▼-1.7%12,8803.2%MedicalNOCNorthrop Grumman$4,182,312$30,035 ▼-0.7%8,9122.9%AerospaceABBVAbbVie$3,961,040$16,170 ▲0.4%22,2912.8%MedicalSCHDSchwab US Dividend Equity ETF$3,691,426$2,458,364 ▲199.4%135,1182.6%ETFAXPAmerican Express$3,453,448$198,849 ▼-5.4%11,6362.4%FinanceEMREmerson Electric$3,396,054$14,872 ▼-0.4%27,4032.4%IndustrialsBSVVanguard Short-Term Bond ETF$3,390,299$935,663 ▲38.1%43,8762.4%ETFJNJJohnson & Johnson$3,295,596$46,278 ▲1.4%22,7882.3%MedicalSCHOSchwab Short-Term U.S. Treasury ETF$2,849,570$1,357,441 ▲91.0%118,4362.0%ETFSCHFSchwab International Equity ETF$2,769,016$1,384,517 ▲100.0%149,6771.9%ETFAMZNAmazon.com$2,737,987$26,327 ▼-1.0%12,4801.9%Retail/WholesaleNZFNuveen Municipal Credit Income Fund$2,527,307$18,559 ▼-0.7%207,6671.8%Financial ServicesQCOMQUALCOMM$2,446,859$15,362 ▲0.6%15,9281.7%Computer and TechnologyPFEPfizer$2,266,640$14,591 ▲0.6%85,4371.6%MedicalCVXChevron$2,261,545$16,222 ▲0.7%15,6141.6%EnergyCSCOCisco Systems$2,037,782$119,584 ▼-5.5%34,4221.4%Computer and TechnologyWMTWalmart$2,017,064$24,395 ▼-1.2%22,3251.4%Retail/WholesaleTAT&T$1,966,645$24,068 ▼-1.2%86,3701.4%Computer and TechnologyMCDMcDonald's$1,952,118$8,407 ▲0.4%6,7341.4%Retail/WholesaleCVSCVS Health$1,944,455$32,007 ▲1.7%43,3161.4%MedicalUNHUnitedHealth Group$1,918,221$8,600 ▼-0.4%3,7921.3%MedicalTFCTruist Financial$1,904,122$39,823 ▼-2.0%43,8941.3%FinanceVTIVanguard Total Stock Market ETF$1,784,9400.0%6,1591.2%ETFVZVerizon Communications$1,777,764$7,838 ▲0.4%44,4551.2%Computer and TechnologyABTAbbott Laboratories$1,749,812$9,049 ▼-0.5%15,4701.2%MedicalEATON VANCE NATL MUN OPPORT$1,616,586$22,517 ▲1.4%98,2131.1%COM SHSPEPPepsiCo$1,595,7180.0%10,4941.1%Consumer StaplesRTXRTX$1,564,534$1,157 ▼-0.1%13,5201.1%AerospaceNUWNuveen AMT-Free Municipal Value Fund$1,419,164$50,260 ▼-3.4%104,5041.0%Financial ServicesCARRCarrier Global$1,280,626$1,707 ▼-0.1%18,7610.9%Computer and TechnologyGOOGLAlphabet$932,870$4,732 ▼-0.5%4,9280.7%Computer and TechnologyFEFirstEnergy$878,939$878,939 ▲New Holding22,0950.6%UtilitiesUSBU.S. Bancorp$837,3120.0%17,5060.6%FinanceSCHPSchwab U.S. TIPS ETF$709,188$328,919 ▲86.5%27,4560.5%ETFMIYBlackRock MuniYield Michigan Quality Fund$697,632$27,950 ▼-3.9%62,4000.5%FinanceNEENextEra Energy$671,3770.0%9,3650.5%UtilitiesXLUUtilities Select Sector SPDR Fund$618,9170.0%8,1770.4%ETFSCHZSchwab U.S. Aggregate Bond ETF$595,716$406,194 ▲214.3%26,2430.4%ETFAVGOBroadcom$570,3260.0%2,4600.4%Computer and TechnologyOTISOtis Worldwide$547,973$2,315 ▼-0.4%5,9170.4%ConstructionXLFFinancial Select Sector SPDR Fund$543,3740.0%11,2430.4%ETFSCHXSchwab US Large-Cap ETF$478,435$318,957 ▲200.0%20,6400.3%ETFDRIDarden Restaurants$466,725$563,617 ▼-54.7%2,5000.3%Retail/WholesaleCOPConocoPhillips$460,347$5,950 ▲1.3%4,6420.3%EnergyHDHome Depot$436,447$3,890 ▼-0.9%1,1220.3%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$413,1860.0%7050.3%FinanceSCHGSchwab U.S. Large-Cap Growth ETF$391,295$293,471 ▲300.0%14,0400.3%ETFSCHVSchwab U.S. Large-Cap Value ETF$315,812$210,541 ▲200.0%12,1140.2%ETFKLACKLA$303,0880.0%4810.2%Computer and TechnologyEFAiShares MSCI EAFE ETF$292,535$3,100 ▼-1.0%3,8690.2%FinanceXLEEnergy Select Sector SPDR Fund$289,702$23,043 ▼-7.4%3,3820.2%ETFMRKMerck & Co., Inc.$269,093$269,093 ▲New Holding2,7050.2%MedicalMETAMeta Platforms$265,8220.0%4540.2%Computer and TechnologyIWViShares Russell 3000 ETF$256,7040.0%7680.2%ETFPGProcter & Gamble$252,9160.0%1,5090.2%Consumer StaplesBACBank of America$248,318$6,593 ▼-2.6%5,6500.2%FinanceDISWalt Disney$239,291$1,113 ▼-0.5%2,1490.2%Consumer DiscretionaryAXONAxon Enterprise$237,728$237,728 ▲New Holding4000.2%AerospaceBLACKROCK INC$233,725$233,725 ▲New Holding2280.2%COMARESAres Management$224,651$224,651 ▲New Holding1,2690.2%FinanceKEYKeyCorp$0$847,550 ▼-100.0%00.0%FinanceBLKBlackRock$0$216,488 ▼-100.0%00.0%FinanceGPCGenuine Parts$0$208,123 ▼-100.0%00.0%Retail/WholesaleShowing largest 100 holdings. 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