The Analysis of AHL INVESTMENT MANAGEMENT, INC.'s Holdings
Currently, AHL INVESTMENT MANAGEMENT, INC. holds 68 types of securities in its portfolio with a total value $146.3M. In the most recent quarter, they have increased their positions in OTIS (+6.7K shares, valued at $616.9K), KO (+8.5K shares, valued at $564.1K), SCYB (+20.8K shares, valued at $554.9K); decreased their positions in SDHY (-166.7K shares, valued at $2.8M), JPM (-4.7K shares, valued at $1.5M), XOM (-9.0K shares, valued at $1.0M); initiated new positions in SCYB (+20.8K shares, valued at $554.9K), IWM (+900 shares, valued at $217.8K), SCHE (+6.4K shares, valued at $214.9K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
MSFT MICROSOFT CORP17.3K shares-9.35%2025-09-302025-10-02
KO THE COCA-COLA CO123.0K shares7.43%2025-09-302025-10-02 JPM JPMORGAN CHASE & CO24.5K shares-16.14%2025-09-302025-10-02 PFFD GLOBAL X US PREFERRED ETF397.1K shares-4.94%2025-09-302025-10-02 SCHB SCHWAB US BROAD MARKET ETF288.6K shares-1.27%2025-09-302025-10-02 AAPL APPLE INC28.8K shares-4.51%2025-09-302025-10-02 XOM EXXON MOBIL CORP43.7K shares-17.09%2025-09-302025-10-02 NOC NORTHROP GRUMMAN CORP7.8K shares-10.34%2025-09-302025-10-02 ABBV ABBVIE INC19.1K shares-10.86%2025-09-302025-10-02 SYK STRYKER CORP10.9K shares-14.31%2025-09-302025-10-02 JNJ JOHNSON & JOHNSON20.5K shares-9.05%2025-09-302025-10-02 EMR EMERSON ELEC CO27.3K shares0.26%2025-09-302025-10-02 AXP AMERICAN EXPRESS CO10.8K shares-3.24%2025-09-302025-10-02 SCHD SCHWAB US DIVIDEND EQUITY ETF130.5K shares-1.72%2025-09-302025-10-02 BSV VANGUARD SHORT-TERM BONDETF42.7K shares-4.91%2025-09-302025-10-02 SCHF SCHWAB INTERNATIONAL EQUITY ETF142.9K shares-3.19%2025-09-302025-10-02 MUB ISHARES NATIONAL MUNI BOND ETF30.0K shares19.67%2025-09-302025-10-02 CVS CVS HEALTH CORP38.7K shares-2.71%2025-09-302025-10-02 AMZN AMAZON.COM INC12.4K shares0.08%2025-09-302025-10-02 NEE NEXTERA ENERGY INC35.0K shares1.57%2025-09-302025-10-02 QCOM QUALCOMM INC15.5K shares-2.16%2025-09-302025-10-02 PFE PFIZER INC100.1K shares5.71%2025-09-302025-10-02 UNH UNITEDHEALTH GROUP INC7.2K shares-2.22%2025-09-302025-10-02 SCHO SCHWAB SHORT TERM US TREASURY ETF97.8K shares-5.87%2025-09-302025-10-02 VZ VERIZON COMMUNICATIONS I53.9K shares29.74%2025-09-302025-10-02 CVX CHEVRON CORP NEW14.5K shares-7.66%2025-09-302025-10-02 VTI VANGUARD TOTAL STOCK MARKET ETF6.2K shares0.95%2025-09-302025-10-02 SDHY PGIM SHORT DURATION HIGH120.6K shares-58.02%2025-09-302025-10-02 MCD MCDONALDS CORP6.5K shares-2.51%2025-09-302025-10-02 WMT WALMART INC18.4K shares-0.54%2025-09-302025-10-02 RTX RTX CORP11.1K shares-12.42%2025-09-302025-10-02 CSCO CISCO SYS INC26.8K shares-1.65%2025-09-302025-10-02 TFC TRUIST FINL CORP40.0K shares-3.98%2025-09-302025-10-02 ABT ABBOTT LABS12.7K shares-11.90%2025-09-302025-10-02 PEP PEPSICO INC9.1K shares-14.10%2025-09-302025-10-02 CARR CARRIER GLOBAL CORP21.1K shares14.09%2025-09-302025-10-02 GOOGL ALPHABET INC CLASS CLASS A5.0K shares-5.89%2025-09-302025-10-02 NUW NUVEEN AMT FREE MUNICIPA81.1K shares-11.88%2025-09-302025-10-02 OTIS OTIS WORLDWIDE CORP12.6K shares115.69%2025-09-302025-10-02 KEY KEYCORP NEW48.7K shares-4.38%2025-09-302025-10-02 SCHZ SCHWAB US AGGREGATE BONDETF35.6K shares0.24%2025-09-302025-10-02 USB US BANCORP DEL17.0K shares-2.35%2025-09-302025-10-02 AVGO BROADCOM INC2.3K shares0.00%2025-09-302025-10-02 T AT&T INC23.2K shares-49.01%2025-09-302025-10-02 XLU SELECT SECTOR UTI SELECTSPDR ETF7.5K shares-4.46%2025-09-302025-10-02 SCYB SCHWAB HIGH YIELD BOND ETF20.8K sharesnew addition2025-09-302025-10-02 XLF SELECT STR FINANCIAL SELECT SPDR ETF10.0K shares0.00%2025-09-302025-10-02 SCHA SCHWAB US SMALL CAP ETF18.2K shares0.00%2025-09-302025-10-02 SPY SPDR S&P 500 ETF726 shares6.76%2025-09-302025-10-02 SCHX SCHWAB US LARGE CAP ETF17.4K shares0.00%2025-09-302025-10-02 SCHG SCHWAB US LARGE CAP GROWTH ETF14.0K shares0.00%2025-09-302025-10-02 HD HOME DEPOT INC1.0K shares-8.35%2025-09-302025-10-02 COP CONOCOPHILLIPS4.1K shares-12.28%2025-09-302025-10-02 EFA ISHARES MSCI EAFE ETF3.9K shares0.00%2025-09-302025-10-02 SCHV SCHWAB US LARGE CAP VALUE ETF12.1K shares0.00%2025-09-302025-10-02 KLAC KLA CORP300 shares0.00%2025-09-302025-10-02 XLE ENERGY SELECT SECTOR SPDR ETF3.4K shares0.00%2025-09-302025-10-02 NVDA NVIDIA CORP1.6K shares0.00%2025-09-302025-10-02 DRI DARDEN RESTAURANTS INC1.5K shares0.00%2025-09-302025-10-02 META META PLATFORMS INC CLASS A340 shares-3.95%2025-09-302025-10-02 BLK BLACKROCK INC NEW209 shares-8.33%2025-09-302025-10-02 IWV ISHARES RUSSELL 3000 ETF633 shares-17.58%2025-09-302025-10-02 MRK MERCK & CO. INC.2.7K shares0.00%2025-09-302025-10-02 ETN EATON CORP PLC F584 shares0.00%2025-09-302025-10-02 IWM ISHARES RUSSELL 2000 ETF900 sharesnew addition2025-09-302025-10-02 SCHE SCHWAB EMERGING MARKETS EQUITY ETF6.4K sharesnew addition2025-09-302025-10-02 GPC GENUINE PARTS CO1.5K sharesnew addition2025-09-302025-10-02 ARES ARES MGMT CORP CLASS A1.3K shares0.00%2025-09-302025-10-02 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available