AHL INVESTMENT MANAGEMENT INC

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Shares Owned
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Historic
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% Change
P/L since open
Time since open
% Portfolio
% Outstanding
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KO
COCA COLA
115,765-1,135-0.97%
Created with Highcharts 10.1.0
$55.805.71%0.00%8,291,0922025-03-31
PFFD
GLOBAL X US PREFERRED ETF
419,233+33,016+8.55%
Created with Highcharts 10.1.0
$20.425.50%0.35%7,982,1962025-03-31
JPM
JPMORGAN CHASE
31,636-90-0.28%
Created with Highcharts 10.1.0
$161.765.35%0.00%7,760,3652025-03-31
MSFT
MICROSOFT
19,701+1,722+9.58%
Created with Highcharts 10.1.0
$325.955.10%0.00%7,395,7422025-03-31
AAPL
APPLE
30,289-111-0.37%
Created with Highcharts 10.1.0
$158.694.64%0.00%6,728,0782025-03-31
SCHB
SCHWAB US BROAD MARKET ETF
294,394+8,747+3.06%
Created with Highcharts 10.1.0
$17.254.37%0.00%6,338,2992025-03-31
XOM
EXXON MOBIL
52,923-310-0.58%
Created with Highcharts 10.1.0
$64.674.34%0.00%6,294,1092025-03-31
SDHY
PGIM SHORT DURATION HIGH YIELD OPPORTUNITIES FUND
303,749-3,484-1.13%
Created with Highcharts 10.1.0
$17.043.45%0.00%5,005,7842025-03-31
SYK
STRYKER
12,720-160-1.24%
Created with Highcharts 10.1.0
$256.243.26%0.00%4,735,0202025-03-31
NOC
NORTHROP GRUMMAN
8,805-107-1.20%
Created with Highcharts 10.1.0
$380.503.11%0.01%4,508,2482025-03-31
ABBV
ABBVIE
21,402-889-3.99%
Created with Highcharts 10.1.0
$118.273.09%0.00%4,484,0552025-03-31
JNJ
JOHNSON & JOHNSON
22,778-10-0.04%
Created with Highcharts 10.1.0
$159.822.60%0.00%3,777,4982025-03-31
SCHD
SCHWAB US DIVIDEND EQUITY ETF
134,612-506-0.37%
Created with Highcharts 10.1.0
$23.392.59%0.00%3,763,7572025-03-31
BSV
VANGUARD SHORT-TERM BOND INDEX FUND
44,963+1,087+2.48%
Created with Highcharts 10.1.0
$77.462.43%0.01%3,519,7042025-03-31
AXP
AMERICAN EXPRESS
11,489-147-1.26%
Created with Highcharts 10.1.0
$169.762.13%0.00%3,091,1152025-03-31
EMR
EMERSON ELECTRIC
27,217-186-0.68%
Created with Highcharts 10.1.0
$94.152.06%0.00%2,984,0722025-03-31
SCHF
SCHWAB INTERNATIONAL EQUITY ETF
149,406-271-0.18%
Created with Highcharts 10.1.0
$17.822.04%0.00%2,955,2412025-03-31
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
112,451-5,985-5.05%
Created with Highcharts 10.1.0
$23.341.89%0.00%2,737,0572025-03-31
CVS
CVS
40,060-3,256-7.52%
Created with Highcharts 10.1.0
$84.801.87%0.00%2,714,0652025-03-31
CVX
CHEVRON
15,409-205-1.31%
Created with Highcharts 10.1.0
$120.821.78%0.00%2,577,7922025-03-31
NZF
NUVEEN MUNICIPAL CREDIT INCOME FUND
207,317-350-0.17%
Created with Highcharts 10.1.0
$11.721.75%0.00%2,535,4872025-03-31
QCOM
QUALCOMM
15,878-50-0.31%
Created with Highcharts 10.1.0
$150.571.68%0.00%2,439,0202025-03-31
AMZN
AMAZON
12,410-70-0.56%
Created with Highcharts 10.1.0
$146.921.63%0.00%2,361,1272025-03-31
PFE
PFIZER
91,782+6,345+7.43%
Created with Highcharts 10.1.0
$42.711.60%0.00%2,325,7572025-03-31
MCD
MCDONALDS
6,717-17-0.25%
Created with Highcharts 10.1.0
$265.031.45%0.00%2,098,1902025-03-31
CSCO
CISCO SYSTEMS
32,352-2,070-6.01%
Created with Highcharts 10.1.0
$55.471.38%0.00%1,996,4422025-03-31
T
AT&T
68,826-17,544-20.31%
Created with Highcharts 10.1.0
$15.181.34%0.00%1,946,3992025-03-31
ABT
ABBOTT LABORATORIES
14,535-935-6.04%
Created with Highcharts 10.1.0
$120.591.33%0.00%1,928,0682025-03-31
VZ
VERIZON COMMUNICATIONS
41,736-2,719-6.12%
Created with Highcharts 10.1.0
$49.791.30%0.00%1,893,1622025-03-31
WMT
WALMART
21,488-837-3.75%
Created with Highcharts 10.1.0
$47.471.30%0.00%1,886,4682025-03-31
EOT
EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST
108,176+9,963+10.14%
Created with Highcharts 10.1.0
$16.541.24%0.00%1,801,1302025-03-31
TFC
TRUIST FINANCIAL
43,744-150-0.34%
Created with Highcharts 10.1.0
$57.991.24%0.00%1,800,0662025-03-31
UNH
UNITEDHEALTH GROUP
3,395-397-10.47%
Created with Highcharts 10.1.0
$484.061.23%0.00%1,778,1312025-03-31
RTX
RAYTHEON TECHNOLOGIES
12,790-730-5.40%
Created with Highcharts 10.1.0
$86.971.17%0.00%1,694,1632025-03-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
6,092-67-1.09%
Created with Highcharts 10.1.0
$191.701.15%0.00%1,674,3252025-03-31
PEP
PEPSICO
10,444-50-0.48%
Created with Highcharts 10.1.0
$164.101.08%0.00%1,565,9732025-03-31
CARR
CARRIER GLOBAL
18,666-95-0.51%
Created with Highcharts 10.1.0
$48.260.82%0.00%1,183,4242025-03-31
NUW
NUVEEN AMT-FREE MUNICIPAL VALUE FUND
85,204-19,300-18.47%
Created with Highcharts 10.1.0
$14.170.81%0.00%1,170,7032025-03-31
FE
FIRSTENERGY
22,415+320+1.45%
Created with Highcharts 10.1.0
$41.810.62%0.00%906,0142025-03-31
GOOGL
ALPHABET
5,218+290+5.88%
Created with Highcharts 10.1.0
$167.160.56%0.00%806,9122025-03-31
NEE
NEXTERA ENERGY
10,747+1,382+14.76%
Created with Highcharts 10.1.0
$74.950.52%0.00%761,8552025-03-31
USB
US BANCORP
17,50600.00%
Created with Highcharts 10.1.0
$40.610.51%0.00%739,1032025-03-31
KEY
KEYCORP
45,550+45,550
Open
Created with Highcharts 10.1.0
$16.870.50%0.00%728,3452025-03-31
SCHZ
SCHWAB US AGGREGATE BOND ETF
31,243+5,000+19.05%
Created with Highcharts 10.1.0
$22.510.50%0.00%723,5882025-03-31
MIY
BLACKROCK MUNIYIELD MICHIGAN QUALITY FUND
62,40000.00%
Created with Highcharts 10.1.0
$11.080.49%0.00%710,1122025-03-31
XLU
UTILITIES SELECT SECTOR SPDR FUND
8,17700.00%
Created with Highcharts 10.1.0
$67.080.44%0.00%644,7562025-03-31
OTIS
OTIS WORLDWIDE
5,857-60-1.01%
Created with Highcharts 10.1.0
$83.510.42%0.00%604,4422025-03-31
XLF
FINANCIAL SELECT SECTOR SPDR FUND
10,043-1,200-10.67%
Created with Highcharts 10.1.0
$32.490.34%0.00%500,2422025-03-31
COP
CONOCOPHILLIPS
4,64200.00%
Created with Highcharts 10.1.0
$115.270.34%0.00%487,5032025-03-31
SCHX
SCHWAB US LARGE-CAP ETF
20,64000.00%
Created with Highcharts 10.1.0
$17.660.31%0.00%455,7312025-03-31