Ahl Investment Management

Ahl Investment Management as of March 31, 2025

Portfolio Holdings for Ahl Investment Management

Ahl Investment Management holds 68 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Coca-Cola Company (KO) 5.7 $8.3M 116k 71.62
Global X Fds Us Pfd Etf (PFFD) 5.5 $8.0M 419k 19.04
JPMorgan Chase & Co. (JPM) 5.3 $7.8M 32k 245.30
Microsoft Corporation (MSFT) 5.1 $7.4M 20k 375.40
Apple (AAPL) 4.6 $6.7M 30k 222.13
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 4.4 $6.3M 294k 21.53
Exxon Mobil Corporation (XOM) 4.3 $6.3M 53k 118.93
Pgim Short Dur Hig Yld Opp F (SDHY) 3.4 $5.0M 304k 16.48
Stryker Corporation (SYK) 3.3 $4.7M 13k 372.25
Northrop Grumman Corporation (NOC) 3.1 $4.5M 8.8k 512.01
Abbvie (ABBV) 3.1 $4.5M 21k 209.52
Johnson & Johnson (JNJ) 2.6 $3.8M 23k 165.84
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.6 $3.8M 135k 27.96
Vanguard Bd Index Fds Short Trm Bond (BSV) 2.4 $3.5M 45k 78.28
American Express Company (AXP) 2.1 $3.1M 12k 269.05
Emerson Electric (EMR) 2.1 $3.0M 27k 109.64
Schwab Strategic Tr Intl Eqty Etf (SCHF) 2.0 $3.0M 149k 19.78
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.9 $2.7M 113k 24.34
CVS Caremark Corporation (CVS) 1.9 $2.7M 40k 67.75
Chevron Corporation (CVX) 1.8 $2.6M 15k 167.29
Nuveen Municipal Credit Com Sh Ben Int (NZF) 1.7 $2.5M 207k 12.23
Qualcomm (QCOM) 1.7 $2.4M 16k 153.61
Amazon (AMZN) 1.6 $2.4M 12k 190.26
Pfizer (PFE) 1.6 $2.3M 92k 25.34
McDonald's Corporation (MCD) 1.4 $2.1M 6.7k 312.37
Cisco Systems (CSCO) 1.4 $2.0M 32k 61.71
At&t (T) 1.3 $1.9M 69k 28.28
Abbott Laboratories (ABT) 1.3 $1.9M 15k 132.65
Verizon Communications (VZ) 1.3 $1.9M 42k 45.36
Wal-Mart Stores (WMT) 1.3 $1.9M 22k 87.79
Eaton Vance Natl Mun Opport Com Shs (EOT) 1.2 $1.8M 108k 16.65
Truist Financial Corp equities (TFC) 1.2 $1.8M 44k 41.15
UnitedHealth (UNH) 1.2 $1.8M 3.4k 523.75
Raytheon Technologies Corp (RTX) 1.2 $1.7M 13k 132.46
Vanguard Index Fds Total Stk Mkt (VTI) 1.2 $1.7M 6.1k 274.84
Pepsi (PEP) 1.1 $1.6M 10k 149.94
Carrier Global Corporation (CARR) 0.8 $1.2M 19k 63.40
Nuveen Mun Value Fd 2 (NUW) 0.8 $1.2M 85k 13.74
FirstEnergy (FE) 0.6 $906k 22k 40.42
Alphabet Cap Stk Cl A (GOOGL) 0.6 $807k 5.2k 154.64
Nextera Energy (NEE) 0.5 $762k 11k 70.89
Us Bancorp Del Com New (USB) 0.5 $739k 18k 42.22
Key (KEY) 0.5 $728k 46k 15.99
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.5 $724k 31k 23.16
BlackRock MuniYield Michigan Insured Fnd (MIY) 0.5 $710k 62k 11.38
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.4 $645k 8.2k 78.85
Otis Worldwide Corp (OTIS) 0.4 $604k 5.9k 103.20
Select Sector Spdr Tr Financial (XLF) 0.3 $500k 10k 49.81
ConocoPhillips (COP) 0.3 $488k 4.6k 105.02
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.3 $456k 21k 22.08
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.3 $426k 18k 23.43
Home Depot (HD) 0.3 $408k 1.1k 366.49
Broadcom (AVGO) 0.3 $387k 2.3k 167.43
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $380k 680.00 559.39
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $352k 14k 25.04
Darden Restaurants (DRI) 0.2 $332k 1.6k 207.76
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.2 $322k 12k 26.58
Ishares Tr Msci Eafe Etf (EFA) 0.2 $316k 3.9k 81.73
Select Sector Spdr Tr Energy (XLE) 0.2 $316k 3.4k 93.45
Procter & Gamble Company (PG) 0.2 $257k 1.5k 170.38
Kla Corp Com New (KLAC) 0.2 $255k 375.00 679.80
Bank of America Corporation (BAC) 0.2 $248k 6.0k 41.73
Ishares Tr Russell 3000 Etf (IWV) 0.2 $244k 768.00 317.64
Merck & Co (MRK) 0.2 $238k 2.7k 89.76
Blackrock (BLK) 0.1 $216k 228.00 946.48
Walt Disney Company (DIS) 0.1 $214k 2.2k 98.72
Axon Enterprise (AXON) 0.1 $210k 400.00 525.95
Meta Platforms Cl A (META) 0.1 $204k 354.00 576.36