Ahl Investment Management, Inc. Reduced Holdings in Q1 2025

Ahl Investment Management, Inc.

  • $145 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-111
- 0.37%
$209.68 - $247.1 $23.3K - $27.4K
30.3K $6.73M
EMR
Emerson Electric CO

Industrials
-186
- 0.68%
$108.64 - $131.17 $20.2K - $24.4K
27.2K $2.98M
AMZN
Amazon Com Inc

Consumer Cyclical
-70
- 0.56%
$190.26 - $242.06 $13.3K - $16.9K
12.4K $2.36M
AXP
American Express CO

Financial Services
-147
- 1.26%
$255.39 - $325.87 $37.5K - $47.9K
11.5K $3.09M
NUW
Nuveen Amt Free Municipal Value Fund

Financial Services
-19.3K
- 18.47%
$13.59 - $14.05 $262K - $271K
85.2K $1.17M
AVGO
Broadcom Inc.

Technology
-150
- 6.1%
$167.43 - $244.7 $25.1K - $36.7K
2.31K $386K
UNH
Unitedhealth Group Inc

Healthcare
-397
- 10.47%
$461.52 - $548.18 $183K - $218K
3.4K $1.78M
DRI
Darden Restaurants Inc

Consumer Cyclical
-900
- 36.0%
$180.02 - $208.56 $162K - $188K
1.6K $332K
WMT
Walmart Inc.

Consumer Defensive
-837
- 3.75%
$84.5 - $105.05 $70.7K - $87.9K
21.5K $1.89M
VTI
Vanguard Total Stock Market Et

ETFs
-67
- 1.09%
$271.18 - $303.12 $18.2K - $20.3K
6.09K $1.67M
TFC
Truist Financial Corp

Financial Services
-150
- 0.34%
$39.48 - $48.15 $5.92K - $7.22K
43.7K $1.8M
CARR
Carrier Global Corp

Industrials
-95
- 0.51%
$62.07 - $70.55 $5.9K - $6.7K
18.7K $1.18M
META
Meta Platforms, Inc.

Communication Services
-100
- 22.03%
$576.36 - $736.67 $57.6K - $73.7K
354 $204K
XLF
Financial Sector Spdr

ETFs
-1.2K
- 10.67%
$47.32 - $52.19 $56.8K - $62.6K
10K $494K
KLAC
Kla Corp

Technology
-106
- 22.04%
$636.62 - $777.63 $67.5K - $82.4K
375 $254K
CSCO
Cisco Systems, Inc.

Technology
-2.07K
- 6.01%
$58.74 - $64.87 $122K - $134K
32.4K $2M
SPY
Spdr S&P 500 ETF Trust

ETFs
-25
- 3.55%
$551.42 - $612.93 $13.8K - $15.3K
680 $380K
MRK
Merck & Co., Inc.

Healthcare
-50
- 1.85%
$83.01 - $101.02 $4.15K - $5.05K
2.66K $238K
PEP
Pepsico Inc

Consumer Defensive
-50
- 0.48%
$142.64 - $156.42 $7.13K - $7.82K
10.4K $1.57M
HD
Home Depot, Inc.

Consumer Cyclical
-8
- 0.71%
$347.25 - $424.87 $2.78K - $3.4K
1.11K $408K
NZF
Nuveen Municipal Credit Income Fund

Financial Services
-350
- 0.17%
$12.03 - $12.69 $4.21K - $4.44K
207K $2.51M
T
At&T Inc.

Communication Services
-17.5K
- 20.31%
$21.56 - $28.28 $378K - $496K
68.8K $1.95M
QCOM
Qualcomm Inc

Technology
-50
- 0.31%
$151.94 - $175.86 $7.6K - $8.79K
15.9K $2.44M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-506
- 0.37%
$27.01 - $28.54 $13.7K - $14.4K
135K $3.71M
SDHY
Pgim Short Duration High Yield Opportunities Fund

ETFs
-3.48K
- 1.13%
$16.12 - $16.78 $56.2K - $58.5K
304K $5.01M
OTIS
Otis Worldwide Corp

Industrials
-60
- 1.01%
$90.77 - $104.01 $5.45K - $6.24K
5.86K $604K
SYK
Stryker Corp

Healthcare
-160
- 1.24%
$355.18 - $399.9 $56.8K - $64K
12.7K $4.74M
VZ
Verizon Communications Inc

Communication Services
-2.72K
- 6.12%
$37.81 - $46.49 $103K - $126K
41.7K $1.89M
RTX
Raytheon Technologies Corp

Industrials
-730
- 5.4%
$114.1 - $135.66 $83.3K - $99K
12.8K $1.69M
MCD
Mcdonalds Corp

Consumer Cyclical
-17
- 0.25%
$279.74 - $321.29 $4.76K - $5.46K
6.72K $2.1M
JPM
Jpmorgan Chase & CO

Financial Services
-90
- 0.28%
$225.19 - $279.95 $20.3K - $25.2K
31.6K $7.76M
ABT
Abbott Laboratories

Healthcare
-935
- 6.04%
$111.1 - $140.22 $104K - $131K
14.5K $1.93M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-271
- 0.18%
$18.36 - $20.51 $4.98K - $5.56K
149K $2.98M
CVX
Chevron Corp

Energy
-205
- 1.31%
$146.71 - $167.97 $30.1K - $34.4K
15.4K $2.58M
NOC
Northrop Grumman Corp

Industrials
-107
- 1.2%
$433.45 - $513.82 $46.4K - $55K
8.81K $4.51M
JNJ
Johnson & Johnson

Healthcare
-10
- 0.04%
$142.06 - $167.7 $1.42K - $1.68K
22.8K $3.78M
ABBV
Abb Vie Inc.

Healthcare
-889
- 3.99%
$169.2 - $216.66 $150K - $193K
21.4K $4.48M
XOM
Exxon Mobil Corp

Energy
-310
- 0.58%
$105.44 - $118.93 $32.7K - $36.9K
52.9K $6.29M
CVS
Cvs Health Corp

Healthcare
-3.26K
- 7.52%
$44.22 - $68.64 $144K - $223K
40.1K $2.71M
KO
Coca Cola CO

Consumer Defensive
-1.14K
- 0.97%
$60.81 - $72.32 $69K - $82.1K
116K $8.29M
Activity Summary
Buys All Purchases 14 New Holdings 2 Increased Positions 12 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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