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%Oils/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%Industrial ProductsBSVVanguard 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%Oils/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%Retail/WholesaleUNHUnitedHealth 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%Oils/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. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
