Ahl Investment Management

Ahl Investment Management as of Dec. 31, 2024

Portfolio Holdings for Ahl Investment Management

Ahl Investment Management holds 68 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 5.3 $7.6M 30k 250.42
JPMorgan Chase & Co. (JPM) 5.3 $7.6M 32k 239.71
Microsoft Corporation (MSFT) 5.3 $7.6M 18k 421.49
Global X Fds Us Pfd Etf (PFFD) 5.3 $7.5M 386k 19.51
Coca-Cola Company (KO) 5.1 $7.3M 117k 62.26
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.5 $6.5M 286k 22.70
Exxon Mobil Corporation (XOM) 4.0 $5.7M 53k 107.57
Pgim Short Dur Hig Yld Opp F (SDHY) 3.5 $5.0M 307k 16.12
Stryker Corporation (SYK) 3.2 $4.6M 13k 360.05
Northrop Grumman Corporation (NOC) 2.9 $4.2M 8.9k 469.29
Abbvie (ABBV) 2.8 $4.0M 22k 177.70
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $3.7M 135k 27.32
American Express Company (AXP) 2.4 $3.5M 12k 296.79
Emerson Electric (EMR) 2.4 $3.4M 27k 123.93
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $3.4M 44k 77.27
Johnson & Johnson (JNJ) 2.3 $3.3M 23k 144.62
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 2.0 $2.8M 118k 24.06
Schwab Strategic Tr Intl Eqty Etf (SCHF) 1.9 $2.8M 150k 18.50
Amazon (AMZN) 1.9 $2.7M 13k 219.39
Nuveen Municipal Credit Com Sh Ben Int (NZF) 1.8 $2.5M 208k 12.17
Qualcomm (QCOM) 1.7 $2.4M 16k 153.62
Pfizer (PFE) 1.6 $2.3M 85k 26.53
Chevron Corporation (CVX) 1.6 $2.3M 16k 144.84
Cisco Systems (CSCO) 1.4 $2.0M 34k 59.20
Wal-Mart Stores (WMT) 1.4 $2.0M 22k 90.35
At&t (T) 1.4 $2.0M 86k 22.77
McDonald's Corporation (MCD) 1.4 $2.0M 6.7k 289.89
CVS Caremark Corporation (CVS) 1.4 $1.9M 43k 44.89
UnitedHealth (UNH) 1.3 $1.9M 3.8k 505.86
Truist Financial Corp equities (TFC) 1.3 $1.9M 44k 43.38
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.8M 6.2k 289.81
Verizon Communications (VZ) 1.2 $1.8M 45k 39.99
Abbott Laboratories (ABT) 1.2 $1.7M 16k 113.11
Eaton Vance Natl Mun Opport Com Shs (EOT) 1.1 $1.6M 98k 16.46
Pepsi (PEP) 1.1 $1.6M 11k 152.06
Raytheon Technologies Corp (RTX) 1.1 $1.6M 14k 115.72
Nuveen Mun Value Fd 2 (NUW) 1.0 $1.4M 105k 13.58
Carrier Global Corporation (CARR) 0.9 $1.3M 19k 68.26
Alphabet Cap Stk Cl A (GOOGL) 0.7 $933k 4.9k 189.30
FirstEnergy (FE) 0.6 $879k 22k 39.78
Us Bancorp Del Com New (USB) 0.6 $837k 18k 47.83
Schwab Strategic Tr Us Tips Etf (SCHP) 0.5 $709k 28k 25.83
BlackRock MuniYield Michigan Insured Fnd (MIY) 0.5 $698k 62k 11.18
Nextera Energy (NEE) 0.5 $671k 9.4k 71.69
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $619k 8.2k 75.69
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.4 $596k 26k 22.70
Broadcom (AVGO) 0.4 $570k 2.5k 231.84
Otis Worldwide Corp (OTIS) 0.4 $548k 5.9k 92.61
Select Sector Spdr Tr Financial (XLF) 0.4 $543k 11k 48.33
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $478k 21k 23.18
Darden Restaurants (DRI) 0.3 $467k 2.5k 186.69
ConocoPhillips (COP) 0.3 $460k 4.6k 99.17
Home Depot (HD) 0.3 $436k 1.1k 388.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $413k 705.00 586.08
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.3 $391k 14k 27.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $316k 12k 26.07
Kla Corp Com New (KLAC) 0.2 $303k 481.00 630.12
Ishares Tr Msci Eafe Etf (EFA) 0.2 $293k 3.9k 75.61
Select Sector Spdr Tr Energy (XLE) 0.2 $290k 3.4k 85.66
Merck & Co (MRK) 0.2 $269k 2.7k 99.48
Meta Platforms Cl A (META) 0.2 $266k 454.00 585.51
Ishares Tr Russell 3000 Etf (IWV) 0.2 $257k 768.00 334.25
Procter & Gamble Company (PG) 0.2 $253k 1.5k 167.60
Bank of America Corporation (BAC) 0.2 $248k 5.7k 43.95
Walt Disney Company (DIS) 0.2 $239k 2.1k 111.35
Axon Enterprise (AXON) 0.2 $238k 400.00 594.32
Blackrock (BLK) 0.2 $234k 228.00 1025.11
Ares Management Corporation Cl A Com Stk (ARES) 0.2 $225k 1.3k 177.03