Ahl Investment Management, Inc. Reduced Holdings in Q2 2025

Ahl Investment Management, Inc.

  • $150 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
EOT
Eaton Vance National Municipal Opportunities Trust

Financial Services
-88.2K
- 81.51%
$15.76 - $16.82 $1.39M - $1.48M
20K $324K
T
At&T Inc.

Communication Services
-23.3K
- 33.92%
$26.33 - $28.94 $615K - $676K
45.5K $1.32M
XOM
Exxon Mobil Corp

Energy
-275
- 0.52%
$99.93 - $119.04 $27.5K - $32.7K
52.6K $5.68M
AAPL
Apple Inc.

Technology
-87
- 0.29%
$172.42 - $223.89 $15K - $19.5K
30.2K $6.2M
JNJ
Johnson & Johnson

Healthcare
-215
- 0.94%
$146.36 - $159.82 $31.5K - $34.4K
22.6K $3.45M
SCHO
Schwab Short Term Us Treasury

ETFs
-8.57K
- 7.62%
$24.19 - $24.45 $207K - $210K
104K $2.53M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-1.83K
- 1.36%
$24.32 - $27.87 $44.5K - $51K
133K $3.52M
KO
Coca Cola CO

Consumer Defensive
-1.27K
- 1.1%
$68.37 - $73.9 $86.7K - $93.7K
114K $8.1M
NOC
Northrop Grumman Corp

Industrials
-130
- 1.48%
$456.3 - $540.39 $59.3K - $70.3K
8.68K $4.34M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
-16.4K
- 5.41%
$15.13 - $16.84 $249K - $277K
287K $4.84M
MCD
Mcdonalds Corp

Consumer Cyclical
-30
- 0.45%
$285.55 - $321.23 $8.57K - $9.64K
6.69K $1.95M
CSCO
Cisco Systems, Inc.

Technology
-5.13K
- 15.86%
$53.19 - $69.38 $273K - $356K
27.2K $1.89M
VZ
Verizon Communications Inc

Communication Services
-174
- 0.42%
$41.67 - $45.62 $7.25K - $7.94K
41.6K $1.8M
WMT
Walmart Inc.

Consumer Defensive
-3K
- 13.98%
$81.79 - $99.98 $246K - $300K
18.5K $1.81M
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-250
- 0.12%
$11.34 - $12.35 $2.84K - $3.09K
207K $2.47M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-3.2K
- 15.5%
$19.6 - $24.44 $62.7K - $78.2K
17.4K $426K
OTIS
Otis Worldwide Corp

Industrials
-25
- 0.43%
$90.88 - $104.3 $2.27K - $2.61K
5.83K $577K
TFC
Truist Financial Corp

Financial Services
-2.14K
- 4.88%
$34.79 - $42.99 $74.3K - $91.8K
41.6K $1.79M
DRI
Darden Restaurants Inc

Consumer Cyclical
-100
- 6.25%
$186.58 - $225.78 $18.7K - $22.6K
1.5K $326K
AXON
Axon Enterprise, Inc.

Industrials
-150
- 37.5%
$497.13 - $827.94 $74.6K - $124K
250 $206K
XLU
Utilities Sector Spdr

ETFs
-330
- 4.04%
$73.09 - $82.77 $24.1K - $27.3K
7.85K $640K
KLAC
Kla Corp

Technology
-75
- 20.0%
$576.53 - $902.94 $43.2K - $67.7K
300 $268K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-49
- 0.11%
$77.74 - $78.78 $3.81K - $3.86K
44.9K $3.53M
ABT
Abbott Laboratories

Healthcare
-160
- 1.1%
$123.95 - $138.08 $19.8K - $22.1K
14.4K $1.96M
CVS
Cvs Health Corp

Healthcare
-298
- 0.74%
$60.04 - $70.18 $17.9K - $20.9K
39.8K $2.74M
DIS
Walt Disney CO

Communication Services
-42
- 1.94%
$81.72 - $124.01 $3.43K - $5.21K
2.13K $263K
USB
Us Bancorp \De\

Financial Services
-50
- 0.29%
$36.4 - $45.76 $1.82K - $2.29K
17.5K $789K
QCOM
Qualcomm Inc

Technology
-10
- 0.06%
$124.66 - $159.48 $1.25K - $1.59K
15.9K $2.53M
RTX
Raytheon Technologies Corp

Industrials
-65
- 0.51%
$113.75 - $148.48 $7.39K - $9.65K
12.7K $1.86M
CARR
Carrier Global Corp

Industrials
-195
- 1.04%
$55.55 - $75.83 $10.8K - $14.8K
18.5K $1.35M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.78K
- 1.19%
$17.76 - $22.1 $31.5K - $39.2K
148K $3.26M
AMZN
Amazon Com Inc

Consumer Cyclical
-20
- 0.16%
$167.32 - $223.3 $3.35K - $4.47K
12.4K $2.72M
AXP
American Express CO

Financial Services
-374
- 3.26%
$231.39 - $318.98 $86.5K - $119K
11.1K $3.55M
EMR
Emerson Electric CO

Industrials
-9
- 0.03%
$94.15 - $133.33 $847 - $1.2K
27.2K $3.63M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-2.1K
- 0.71%
$19.1 - $23.83 $40.1K - $50K
292K $6.97M
JPM
Jpmorgan Chase & CO

Financial Services
-2.43K
- 7.67%
$210.28 - $289.91 $510K - $704K
29.2K $8.47M
MSFT
Microsoft Corp

Technology
-610
- 3.1%
$354.56 - $497.45 $216K - $303K
19.1K $9.5M
Activity Summary
Buys All Purchases 15 New Holdings 4 Increased Positions 11 Sells All Sells 38 Reductions 38 Sold out 0 Options Calls 0 Puts 0
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