0001172661-23-002537.txt : 20230719 0001172661-23-002537.hdr.sgml : 20230719 20230719124706 ACCESSION NUMBER: 0001172661-23-002537 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230719 DATE AS OF CHANGE: 20230719 EFFECTIVENESS DATE: 20230719 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AHL INVESTMENT MANAGEMENT, INC. CENTRAL INDEX KEY: 0001908425 IRS NUMBER: 593596647 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-21581 FILM NUMBER: 231096164 BUSINESS ADDRESS: STREET 1: 427 S. NEW YORK AVE STREET 2: SUITE 202 CITY: WINTER PARK STATE: FL ZIP: 32789 BUSINESS PHONE: 407-740-8327 MAIL ADDRESS: STREET 1: 427 S. NEW YORK AVE STREET 2: SUITE 202 CITY: WINTER PARK STATE: FL ZIP: 32789 FORMER COMPANY: FORMER CONFORMED NAME: Ahl Investment Management, Inc. DATE OF NAME CHANGE: 20220201 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001908425 XXXXXXXX 06-30-2023 06-30-2023 false AHL INVESTMENT MANAGEMENT, INC.

427 S. New York Ave Suite 202 Winter Park FL 32789

13F HOLDINGS REPORT 028-21581 000120593 801-121430 N RICHARD AHL, JR. 407-740-8327 /s/ RICHARD AHL, JR. Winter Park FL 07-19-2023 0 62 112525072 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1767868 16216 SH SOLE 0 0 16216 ABBVIE INC COM 00287Y109 3100601 23013 SH SOLE 0 0 23013 AMAZON COM INC COM 023135106 1903517 14602 SH SOLE 0 0 14602 AMERICAN EXPRESS CO COM 025816109 2210772 12691 SH SOLE 0 0 12691 APPLE INC COM 037833100 6194626 31936 SH SOLE 0 0 31936 AT&T INC COM 00206R102 1782843 111777 SH SOLE 0 0 111777 BLACKROCK MUNIYIELD MICH QU COM 09254V105 165750 15000 SH SOLE 0 0 15000 BROADCOM INC COM 11135F101 213388 246 SH SOLE 0 0 246 CARRIER GLOBAL CORPORATION COM 14448C104 978044 19675 SH SOLE 0 0 19675 CHEVRON CORP NEW COM 166764100 2204301 14009 SH SOLE 0 0 14009 CISCO SYS INC COM 17275R102 2595382 50162 SH SOLE 0 0 50162 COCA COLA CO COM 191216100 6120416 101634 SH SOLE 0 0 101634 CONOCOPHILLIPS COM 20825C104 238510 2302 SH SOLE 0 0 2302 CVS HEALTH CORP COM 126650100 2305209 33346 SH SOLE 0 0 33346 DARDEN RESTAURANTS INC COM 237194105 1107406 6628 SH SOLE 0 0 6628 EMERSON ELEC CO COM 291011104 2517813 27855 SH SOLE 0 0 27855 EXXON MOBIL CORP COM 30231G102 5698881 53136 SH SOLE 0 0 53136 GENUINE PARTS CO COM 372460105 252153 1490 SH SOLE 0 0 1490 GLOBAL X FDS US PFD ETF 37954Y657 4561032 235226 SH SOLE 0 0 235226 HOME DEPOT INC COM 437076102 364691 1174 SH SOLE 0 0 1174 ISHARES TR RUSSELL 3000 ETF 464287689 264150 1038 SH SOLE 0 0 1038 ISHARES TR MSCI EAFE ETF 464287465 367213 5065 SH SOLE 0 0 5065 JOHNSON & JOHNSON COM 478160104 2744080 16579 SH SOLE 0 0 16579 JPMORGAN CHASE & CO COM 46625H100 4780050 32866 SH SOLE 0 0 32866 KEYCORP COM 493267108 496133 53694 SH SOLE 0 0 53694 KLA CORP COM NEW 482480100 248330 512 SH SOLE 0 0 512 MERCK & CO INC COM 58933Y105 202625 1756 SH SOLE 0 0 1756 MICROSOFT CORP COM 594918104 6621746 19445 SH SOLE 0 0 19445 NEXTERA ENERGY INC COM 65339F101 460782 6210 SH SOLE 0 0 6210 NORTHROP GRUMMAN CORP COM 666807102 4026537 8834 SH SOLE 0 0 8834 NUVEEN AMT-FREE MUN VALUE FD COM 670695105 361909 26359 SH SOLE 0 0 26359 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 3113010 266982 SH SOLE 0 0 266982 OTIS WORLDWIDE CORP COM 68902V107 529788 5952 SH SOLE 0 0 5952 PARAMOUNT GLOBAL CLASS B COM 92556H206 849546 53397 SH SOLE 0 0 53397 PEPSICO INC COM 713448108 1943699 10494 SH SOLE 0 0 10494 PFIZER INC COM 717081103 2301892 62756 SH SOLE 0 0 62756 PGIM HIGH YIELD BOND FUND IN COM 69346H100 633482 51005 SH SOLE 0 0 51005 PGIM SHORT DUR HIG YLD OPP F COM 69355J104 3868303 259792 SH SOLE 0 0 259792 PROCTER AND GAMBLE CO COM 742718109 231485 1526 SH SOLE 0 0 1526 QUALCOMM INC COM 747525103 1875832 15758 SH SOLE 0 0 15758 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1369481 13980 SH SOLE 0 0 13980 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 300550 4010 SH SOLE 0 0 4010 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1633431 22493 SH SOLE 0 0 22493 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3597339 74851 SH SOLE 0 0 74851 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 360306 6880 SH SOLE 0 0 6880 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 270909 4038 SH SOLE 0 0 4038 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4049992 78336 SH SOLE 0 0 78336 SCHWAB STRATEGIC TR US TIPS ETF 808524870 846010 16136 SH SOLE 0 0 16136 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1910959 53603 SH SOLE 0 0 53603 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 223276 4837 SH SOLE 0 0 4837 SELECT SECTOR SPDR TR ENERGY 81369Y506 296352 3651 SH SOLE 0 0 3651 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 418442 12413 SH SOLE 0 0 12413 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 580584 8872 SH SOLE 0 0 8872 SPDR S&P 500 ETF TR TR UNIT 78462F103 339109 765 SH SOLE 0 0 765 STRYKER CORPORATION COM 863667101 4114444 13486 SH SOLE 0 0 13486 TRUIST FINL CORP COM 89832Q109 1826129 60169 SH SOLE 0 0 60169 UNITEDHEALTH GROUP INC COM 91324P102 1815377 3777 SH SOLE 0 0 3777 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1942149 25700 SH SOLE 0 0 25700 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1356705 6159 SH SOLE 0 0 6159 VERIZON COMMUNICATIONS INC COM 92343V104 1492862 40141 SH SOLE 0 0 40141 WALGREENS BOOTS ALLIANCE INC COM 931427108 268347 9419 SH SOLE 0 0 9419 WALMART INC COM 931142103 1308524 8325 SH SOLE 0 0 8325