test

RICHARD AHL, JR.

@Ahl Investment Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$142.848MTotal holdings68
Assets growth rate-1.47%Assets growth rate (2-Q avg)2.43%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Ahl Investment Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 68 positions.

Assets under management

The assets under management (AUM) of Ahl Investment Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 142.848M in assets, with a quarterly growth rate of -1.47% and a 2-quarter average growth rate of 2.43%. The portfolio is managed by RICHARD AHL, JR., and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
USBUs Bancorp Del
Recent Activity
0.59%
$837,312
17,506 shares@ $47.84 avg price
SCHPSchwab Strategic Tr
Recent Activity
Increased 86.5%
0.5%
$709,188
27,456 shares@ $25.83 avg price
MIYBlackrock Muniyield Mich Qu
Recent Activity
Decreased -3.85%
0.49%
$697,632
62,400 shares@ $11.18 avg price
NEENextera Energy Inc
Recent Activity
0.47%
$671,377
9,365 shares@ $71.7 avg price
XLUSelect Sector Spdr Tr
Recent Activity
0.44%
$618,917
8,177 shares@ $75.69 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 214.33%
0.42%
$595,716
26,243 shares@ $22.7 avg price
AVGOBroadcom Inc
Recent Activity
0.4%
$570,326
2,460 shares@ $231.84 avg price
OTISOtis Worldwide Corp
Recent Activity
Decreased -0.42%
0.39%
$547,973
5,917 shares@ $92.61 avg price
XLFSelect Sector Spdr Tr
Recent Activity
0.39%
$543,374
11,243 shares@ $48.33 avg price
SCHXSchwab Strategic Tr
Recent Activity
Increased 200%
0.34%
$478,435
20,640 shares@ $23.18 avg price