AHL INVESTMENT MANAGEMENT INC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| KO | COCA COLA | 115,765 | -1,135 | -0.97% | $55.80 | 5.71% | 0.00% | 8,291,092 | 2025-03-31 | ||||||
| PFFD | GLOBAL X US PREFERRED ETF | 419,233 | +33,016 | +8.55% | $20.42 | 5.50% | 0.35% | 7,982,196 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 31,636 | -90 | -0.28% | $161.76 | 5.35% | 0.00% | 7,760,365 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 19,701 | +1,722 | +9.58% | $325.95 | 5.10% | 0.00% | 7,395,742 | 2025-03-31 | ||||||
| AAPL | APPLE | 30,289 | -111 | -0.37% | $158.69 | 4.64% | 0.00% | 6,728,078 | 2025-03-31 | ||||||
| SCHB | SCHWAB US BROAD MARKET ETF | 294,394 | +8,747 | +3.06% | $17.25 | 4.37% | 0.00% | 6,338,299 | 2025-03-31 | ||||||
| XOM | EXXON MOBIL | 52,923 | -310 | -0.58% | $64.67 | 4.34% | 0.00% | 6,294,109 | 2025-03-31 | ||||||
| SDHY | PGIM SHORT DURATION HIGH YIELD OPPORTUNITIES FUND | 303,749 | -3,484 | -1.13% | $17.04 | 3.45% | 0.00% | 5,005,784 | 2025-03-31 | ||||||
| SYK | STRYKER | 12,720 | -160 | -1.24% | $256.24 | 3.26% | 0.00% | 4,735,020 | 2025-03-31 | ||||||
| NOC | NORTHROP GRUMMAN | 8,805 | -107 | -1.20% | $380.50 | 3.11% | 0.01% | 4,508,248 | 2025-03-31 | ||||||
| ABBV | ABBVIE | 21,402 | -889 | -3.99% | $118.27 | 3.09% | 0.00% | 4,484,055 | 2025-03-31 | ||||||
| JNJ | JOHNSON & JOHNSON | 22,778 | -10 | -0.04% | $159.82 | 2.60% | 0.00% | 3,777,498 | 2025-03-31 | ||||||
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | 134,612 | -506 | -0.37% | $23.39 | 2.59% | 0.00% | 3,763,757 | 2025-03-31 | ||||||
| BSV | VANGUARD SHORT-TERM BOND INDEX FUND | 44,963 | +1,087 | +2.48% | $77.46 | 2.43% | 0.01% | 3,519,704 | 2025-03-31 | ||||||
| AXP | AMERICAN EXPRESS | 11,489 | -147 | -1.26% | $169.76 | 2.13% | 0.00% | 3,091,115 | 2025-03-31 | ||||||
| EMR | EMERSON ELECTRIC | 27,217 | -186 | -0.68% | $94.15 | 2.06% | 0.00% | 2,984,072 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 149,406 | -271 | -0.18% | $17.82 | 2.04% | 0.00% | 2,955,241 | 2025-03-31 | ||||||
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | 112,451 | -5,985 | -5.05% | $23.34 | 1.89% | 0.00% | 2,737,057 | 2025-03-31 | ||||||
| CVS | CVS | 40,060 | -3,256 | -7.52% | $84.80 | 1.87% | 0.00% | 2,714,065 | 2025-03-31 | ||||||
| CVX | CHEVRON | 15,409 | -205 | -1.31% | $120.82 | 1.78% | 0.00% | 2,577,792 | 2025-03-31 | ||||||
| NZF | NUVEEN MUNICIPAL CREDIT INCOME FUND | 207,317 | -350 | -0.17% | $11.72 | 1.75% | 0.00% | 2,535,487 | 2025-03-31 | ||||||
| QCOM | QUALCOMM | 15,878 | -50 | -0.31% | $150.57 | 1.68% | 0.00% | 2,439,020 | 2025-03-31 | ||||||
| AMZN | AMAZON | 12,410 | -70 | -0.56% | $146.92 | 1.63% | 0.00% | 2,361,127 | 2025-03-31 | ||||||
| PFE | PFIZER | 91,782 | +6,345 | +7.43% | $42.71 | 1.60% | 0.00% | 2,325,757 | 2025-03-31 | ||||||
| MCD | MCDONALDS | 6,717 | -17 | -0.25% | $265.03 | 1.45% | 0.00% | 2,098,190 | 2025-03-31 | ||||||
| CSCO | CISCO SYSTEMS | 32,352 | -2,070 | -6.01% | $55.47 | 1.38% | 0.00% | 1,996,442 | 2025-03-31 | ||||||
| T | AT&T | 68,826 | -17,544 | -20.31% | $15.18 | 1.34% | 0.00% | 1,946,399 | 2025-03-31 | ||||||
| ABT | ABBOTT LABORATORIES | 14,535 | -935 | -6.04% | $120.59 | 1.33% | 0.00% | 1,928,068 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 41,736 | -2,719 | -6.12% | $49.79 | 1.30% | 0.00% | 1,893,162 | 2025-03-31 | ||||||
| WMT | WALMART | 21,488 | -837 | -3.75% | $47.47 | 1.30% | 0.00% | 1,886,468 | 2025-03-31 | ||||||
| EOT | EATON VANCE NATIONAL MUNICIPAL OPPORTUNITIES TRUST | 108,176 | +9,963 | +10.14% | $16.54 | 1.24% | 0.00% | 1,801,130 | 2025-03-31 | ||||||
| TFC | TRUIST FINANCIAL | 43,744 | -150 | -0.34% | $57.99 | 1.24% | 0.00% | 1,800,066 | 2025-03-31 | ||||||
| UNH | UNITEDHEALTH GROUP | 3,395 | -397 | -10.47% | $484.06 | 1.23% | 0.00% | 1,778,131 | 2025-03-31 | ||||||
| RTX | RAYTHEON TECHNOLOGIES | 12,790 | -730 | -5.40% | $86.97 | 1.17% | 0.00% | 1,694,163 | 2025-03-31 | ||||||
| VTI | VANGUARD TOTAL STOCK MARKET INDEX FUND | 6,092 | -67 | -1.09% | $191.70 | 1.15% | 0.00% | 1,674,325 | 2025-03-31 | ||||||
| PEP | PEPSICO | 10,444 | -50 | -0.48% | $164.10 | 1.08% | 0.00% | 1,565,973 | 2025-03-31 | ||||||
| CARR | CARRIER GLOBAL | 18,666 | -95 | -0.51% | $48.26 | 0.82% | 0.00% | 1,183,424 | 2025-03-31 | ||||||
| NUW | NUVEEN AMT-FREE MUNICIPAL VALUE FUND | 85,204 | -19,300 | -18.47% | $14.17 | 0.81% | 0.00% | 1,170,703 | 2025-03-31 | ||||||
| FE | FIRSTENERGY | 22,415 | +320 | +1.45% | $41.81 | 0.62% | 0.00% | 906,014 | 2025-03-31 | ||||||
| GOOGL | ALPHABET | 5,218 | +290 | +5.88% | $167.16 | 0.56% | 0.00% | 806,912 | 2025-03-31 | ||||||
| NEE | NEXTERA ENERGY | 10,747 | +1,382 | +14.76% | $74.95 | 0.52% | 0.00% | 761,855 | 2025-03-31 | ||||||
| USB | US BANCORP | 17,506 | 0 | 0.00% | $40.61 | 0.51% | 0.00% | 739,103 | 2025-03-31 | ||||||
| KEY | KEYCORP | 45,550 | +45,550 | Open | $16.87 | 0.50% | 0.00% | 728,345 | 2025-03-31 | ||||||
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 31,243 | +5,000 | +19.05% | $22.51 | 0.50% | 0.00% | 723,588 | 2025-03-31 | ||||||
| MIY | BLACKROCK MUNIYIELD MICHIGAN QUALITY FUND | 62,400 | 0 | 0.00% | $11.08 | 0.49% | 0.00% | 710,112 | 2025-03-31 | ||||||
| XLU | UTILITIES SELECT SECTOR SPDR FUND | 8,177 | 0 | 0.00% | $67.08 | 0.44% | 0.00% | 644,756 | 2025-03-31 | ||||||
| OTIS | OTIS WORLDWIDE | 5,857 | -60 | -1.01% | $83.51 | 0.42% | 0.00% | 604,442 | 2025-03-31 | ||||||
| XLF | FINANCIAL SELECT SECTOR SPDR FUND | 10,043 | -1,200 | -10.67% | $32.49 | 0.34% | 0.00% | 500,242 | 2025-03-31 | ||||||
| COP | CONOCOPHILLIPS | 4,642 | 0 | 0.00% | $115.27 | 0.34% | 0.00% | 487,503 | 2025-03-31 | ||||||
| SCHX | SCHWAB US LARGE-CAP ETF | 20,640 | 0 | 0.00% | $17.66 | 0.31% | 0.00% | 455,731 | 2025-03-31 | ||||||