Filling information for AHL INVESTMENT MANAGEMENT, INC. as Treemap, investor disclosed 62 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 68902V107 | 68902V107 | OTIS WORLDWIDE CORP | COM | 529788 | 5952 | |
| 372460105 | 372460105 | GENUINE PARTS CO | COM | 252153 | 1490 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 1633431 | 22493 | |
| 493267108 | 493267108 | KEYCORP | COM | 496133 | 53694 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 296352 | 3651 | |
| 464287689 | 464287689 | ISHARES TR | RUSSELL 3000 ETF | 264150 | 1038 | |
| 808524839 | 808524839 | SCHWAB STRATEGIC TR | US AGGREGATE B | 223276 | 4837 | |
| 025816109 | 025816109 | AMERICAN EXPRESS CO | COM | 2210772 | 12691 | |
| 863667101 | 863667101 | STRYKER CORPORATION | COM | 4114444 | 13486 | |
| 291011104 | 291011104 | EMERSON ELEC CO | COM | 2517813 | 27855 | |
| 808524201 | 808524201 | SCHWAB STRATEGIC TR | US LRG CAP ETF | 360306 | 6880 | |
| 237194105 | 237194105 | DARDEN RESTAURANTS INC | COM | 1107406 | 6628 | |
| 747525103 | 747525103 | QUALCOMM INC | COM | 1875832 | 15758 | |
| 67070X101 | 67070X101 | NUVEEN MUNICIPAL CREDIT INC | COM SH BEN INT | 3113010 | 266982 | |
| 89832Q109 | 89832Q109 | TRUIST FINL CORP | COM | 1826129 | 60169 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 6120416 | 101634 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 1815377 | 3777 | |
| 69355J104 | 69355J104 | PGIM SHORT DUR HIG YLD OPP F | COM | 3868303 | 259792 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 1943699 | 10494 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 1492862 | 40141 | |
| 666807102 | 666807102 | NORTHROP GRUMMAN CORP | COM | 4026537 | 8834 | |
| 09254V105 | 09254V105 | BLACKROCK MUNIYIELD MICH QU | COM | 165750 | 15000 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 364691 | 1174 | |
| 808524870 | 808524870 | SCHWAB STRATEGIC TR | US TIPS ETF | 846010 | 16136 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 339109 | 765 | |
| 037833100 | 037833100 | APPLE INC | COM | 6194626 | 31936 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 3100601 | 23013 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 2595382 | 50162 | |
| 808524409 | 808524409 | SCHWAB STRATEGIC TR | US LCAP VA ETF | 270909 | 4038 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1903517 | 14602 | |
| 14448C104 | 14448C104 | CARRIER GLOBAL CORPORATION | COM | 978044 | 19675 | |
| 81369Y886 | 81369Y886 | SELECT SECTOR SPDR TR | SBI INT-UTILS | 580584 | 8872 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 2204301 | 14009 | |
| 126650100 | 126650100 | CVS HEALTH CORP | COM | 2305209 | 33346 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 2744080 | 16579 | |
| 921937827 | 921937827 | VANGUARD BD INDEX FDS | SHORT TRM BOND | 1942149 | 25700 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 4780050 | 32866 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 231485 | 1526 | |
| 92556H206 | 92556H206 | PARAMOUNT GLOBAL | CLASS B COM | 849546 | 53397 | |
| 931427108 | 931427108 | WALGREENS BOOTS ALLIANCE INC | COM | 268347 | 9419 | |
| 717081103 | 717081103 | PFIZER INC | COM | 2301892 | 62756 | |
| 670695105 | 670695105 | NUVEEN AMT-FREE MUN VALUE FD | COM | 361909 | 26359 | |
| 37954Y657 | 37954Y657 | GLOBAL X FDS | US PFD ETF | 4561032 | 235226 | |
| 464287465 | 464287465 | ISHARES TR | MSCI EAFE ETF | 367213 | 5065 | |
| 808524862 | 808524862 | SCHWAB STRATEGIC TR | SHT TM US TRES | 3597339 | 74851 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 418442 | 12413 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 300550 | 4010 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 5698881 | 53136 | |
| 482480100 | 482480100 | KLA CORP | COM NEW | 248330 | 512 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 4049992 | 78336 | |
| 931142103 | 931142103 | WALMART INC | COM | 1308524 | 8325 | |
| 65339F101 | 65339F101 | NEXTERA ENERGY INC | COM | 460782 | 6210 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 238510 | 2302 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 202625 | 1756 | |
| 69346H100 | 69346H100 | PGIM HIGH YIELD BOND FUND IN | COM | 633482 | 51005 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 6621746 | 19445 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 1356705 | 6159 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 1369481 | 13980 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 1767868 | 16216 | |
| 808524805 | 808524805 | SCHWAB STRATEGIC TR | INTL EQTY ETF | 1910959 | 53603 | |
| 00206R102 | 00206R102 | AT&T INC | COM | 1782843 | 111777 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 213388 | 246 |