AI

AHL INVESTMENT MANAGEMENT, INC.

13F
AHL INVESTMENT MANAGEMENT, INC.
Last update 2024-10-30 66 Stocks (2 new)
Value $145.00 Mil Turnover 10 %
Countries:
Top Holdings: KO(5.76%)MSFT(5.42%)AAPL(5.03%)JPM(4.70%)PFFD(4.44%)
Portfolio Report
Summary Stock Picks Current Portfolio
AHL INVESTMENT MANAGEMENT, INC... Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
KO 		Coca-Cola Co
116,199
8350.040
-1.18%
5.760
-0.06%
0.000
-6.37%
+10.49%
274234.366
Beverages - Non-Alcoholic
MSFT 		Microsoft Corp
18,270
7861.750
-0.71%
5.420
-0.04%
0.000
+6.97%
+13.75%
3163021.329
Software
AAPL 		Apple Inc
31,307
7294.610
-5.58%
5.030
-0.29%
0.000
+8.54%
+18.60%
3438547.416
Hardware
JPM 		JPMorgan Chase & Co
32,298
6810.400
-0.28%
4.700
-0.01%
0.000
+18.68%
+42.28%
665490.169
Banks
PFFD 		Global X U.S. Preferred ETF
309,597
6433.430
-16.06%
4.440
-0.85%
0.250
+4.95%
+5.98%
2515.695
 
SCHB 		Schwab U.S. Broad Market ETF
288,318
6392.980
+245.63%
4.410
+3.13%
0.010
+15.53%
+24.62%
32750.924
 
XOM 		Exxon Mobil Corp
53,603
6283.310
+0.01%
4.330
0%
0.000
+5.57%
+24.29%
532465.703
Oil & Gas
SDHY 		PGIM Short Duration High Yield Opportunities
298,996
4999.210
-0.90%
3.450
-0.03%
1.210
+8.40%
+18.31%
411.300
Asset Management
NOC 		Northrop Grumman Corp
8,976
4739.960
-3.08%
3.270
-0.09%
0.010
+6.72%
+12.60%
75846.081
Aerospace & Defense
SYK 		Stryker Corp
13,105
4734.310
0%
3.270
0%
0.000
+15.97%
+24.35%
140985.029
Medical Devices & Instruments

AHL INVESTMENT MANAGEMENT, INC.'s Historical Top Holdings Breakdowns

AHL INVESTMENT MANAGEMENT, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHB 		Schwab U.S. Broad Market ETF2024-09-30Add
+3.13%
●
19.98 ($21.35) 22.17
$23.13
8.34%
Add 245.63%
288,318
68,300
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+1.75%
●
25.67 ($27.24) 28.35
$28.91
6.13%
Add 200.51%
135,402
30,115
SCHF 		Schwab International Equity ETF2024-09-30Add
+1.37%
●
18.49 ($19.77) 20.77
$19.84
0.35%
Add 182.75%
149,676
48,370
SCHO 		Schwab Short-Term U.S. Treasury ETF2024-09-30Add
+1.04%
●
23.97 ($24.3) 24.53
$24.17
-0.53%
Add 98.44%
124,034
30,765
PFFD 		Global X U.S. Preferred ETF2024-09-30Reduce
-0.85%
●
19.48 ($20.12) 21
$20.56
2.19%
Reduce -16.06%
309,597
-59,221
GOOGL 		Alphabet Inc2024-09-30New Buy
+0.57%
●
148.66 ($167.74) 191.18
$180.75
7.76%
New holding
4,953
4,953
EXC 		Exelon Corp2024-09-30Sold Out
-0.41%
●
34.24 ($37.6) 40.55
$38.09
1.30%
Sold Out
0
-16,150
PARA 		Paramount Global2024-09-30Sold Out
-0.40%
●
9.98 ($10.88) 11.95
$11.53
5.97%
Sold Out
0
-52,741
CSCO 		Cisco Systems Inc2024-09-30Reduce
-0.37%
●
44.74 ($48.64) 53.22
$58.08
19.41%
Reduce -22.75%
36,442
-10,730
AAPL 		Apple Inc2024-09-30Reduce
-0.29%
●
207.23 ($223.32) 234.82
$227.48
1.86%
Reduce -5.58%
31,307
-1,850

AHL INVESTMENT MANAGEMENT, INC. Total Holding History ($B)

To

AHL INVESTMENT MANAGEMENT, INC.'s Asset Allocation

To

AHL INVESTMENT MANAGEMENT, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AHL INVESTMENT MANAGEMENT, INC.'s Hypothetical Growth since 2024-09-30

AHL INVESTMENT MANAGEMENT, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

AHL INVESTMENT MANAGEMENT, INC.'s Holdings Heat Map

Size field:

AHL INVESTMENT MANAGEMENT, INC.'s Holdings Bubble Chart

AHL INVESTMENT MANAGEMENT, INC. News

  • 1

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