0001172661-23-003300.txt : 20231005 0001172661-23-003300.hdr.sgml : 20231005 20231005163647 ACCESSION NUMBER: 0001172661-23-003300 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230930 FILED AS OF DATE: 20231005 DATE AS OF CHANGE: 20231005 EFFECTIVENESS DATE: 20231005 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: 231311810 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 09-30-2023 09-30-2023 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 10-05-2023 0 62 112297256 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1570520 16216 SH SOLE 0 0 16216 ABBVIE INC COM 00287Y109 3423086 22964 SH SOLE 0 0 22964 AMAZON COM INC COM 023135106 1856206 14602 SH SOLE 0 0 14602 AMERICAN EXPRESS CO COM 025816109 1889641 12666 SH SOLE 0 0 12666 APPLE INC COM 037833100 5424720 31685 SH SOLE 0 0 31685 AT&T INC COM 00206R102 1916988 127629 SH SOLE 0 0 127629 BLACKROCK MUNIYIELD MICH QU COM 09254V105 456284 45950 SH SOLE 0 0 45950 BROADCOM INC COM 11135F101 204323 246 SH SOLE 0 0 246 CARRIER GLOBAL CORPORATION COM 14448C104 1064311 19281 SH SOLE 0 0 19281 CHEVRON CORP NEW COM 166764100 2352911 13954 SH SOLE 0 0 13954 CISCO SYS INC COM 17275R102 2637573 49062 SH SOLE 0 0 49062 COCA COLA CO COM 191216100 5689608 101636 SH SOLE 0 0 101636 CONOCOPHILLIPS COM 20825C104 275780 2302 SH SOLE 0 0 2302 CVS HEALTH CORP COM 126650100 2428759 34786 SH SOLE 0 0 34786 DARDEN RESTAURANTS INC COM 237194105 949262 6628 SH SOLE 0 0 6628 EMERSON ELEC CO COM 291011104 2684646 27800 SH SOLE 0 0 27800 EXXON MOBIL CORP COM 30231G102 6233339 53014 SH SOLE 0 0 53014 GENERAC HLDGS INC COM 368736104 652670 5990 SH SOLE 0 0 5990 GENUINE PARTS CO COM 372460105 215126 1490 SH SOLE 0 0 1490 GLOBAL X FDS US PFD ETF 37954Y657 6153861 327159 SH SOLE 0 0 327159 HOME DEPOT INC COM 437076102 348693 1154 SH SOLE 0 0 1154 ISHARES TR RUSSELL 3000 ETF 464287689 254372 1038 SH SOLE 0 0 1038 ISHARES TR MSCI EAFE ETF 464287465 349080 5065 SH SOLE 0 0 5065 JOHNSON & JOHNSON COM 478160104 2568949 16494 SH SOLE 0 0 16494 JPMORGAN CHASE & CO COM 46625H100 4763928 32850 SH SOLE 0 0 32850 KEYCORP COM 493267108 542175 50388 SH SOLE 0 0 50388 KLA CORP COM NEW 482480100 234834 512 SH SOLE 0 0 512 MICROSOFT CORP COM 594918104 6117714 19375 SH SOLE 0 0 19375 NEXTERA ENERGY INC COM 65339F101 566025 9880 SH SOLE 0 0 9880 NORTHROP GRUMMAN CORP COM 666807102 4111815 9341 SH SOLE 0 0 9341 NUVEEN AMT-FREE MUN VALUE FD COM 670695105 196323 14651 SH SOLE 0 0 14651 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 3355519 321718 SH SOLE 0 0 321718 OTIS WORLDWIDE CORP COM 68902V107 478005 5952 SH SOLE 0 0 5952 PARAMOUNT GLOBAL CLASS B COM 92556H206 691401 53597 SH SOLE 0 0 53597 PEPSICO INC COM 713448108 1778103 10494 SH SOLE 0 0 10494 PFIZER INC COM 717081103 2279680 68727 SH SOLE 0 0 68727 PGIM HIGH YIELD BOND FUND IN COM 69346H100 617331 52405 SH SOLE 0 0 52405 PGIM SHORT DUR HIG YLD OPP F COM 69355J104 3756272 259232 SH SOLE 0 0 259232 PROCTER AND GAMBLE CO COM 742718109 222517 1526 SH SOLE 0 0 1526 QUALCOMM INC COM 747525103 1750083 15758 SH SOLE 0 0 15758 RTX CORPORATION COM 75513E101 1006141 13980 SH SOLE 0 0 13980 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 220663 4989 SH SOLE 0 0 4989 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3562633 74392 SH SOLE 0 0 74392 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 260289 4038 SH SOLE 0 0 4038 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1819724 53584 SH SOLE 0 0 53584 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 255247 3510 SH SOLE 0 0 3510 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 348128 6880 SH SOLE 0 0 6880 SCHWAB STRATEGIC TR US TIPS ETF 808524870 817736 16196 SH SOLE 0 0 16196 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1591389 22490 SH SOLE 0 0 22490 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3895122 78137 SH SOLE 0 0 78137 SELECT SECTOR SPDR TR ENERGY 81369Y506 330014 3651 SH SOLE 0 0 3651 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 412734 12443 SH SOLE 0 0 12443 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 522827 8872 SH SOLE 0 0 8872 SPDR S&P 500 ETF TR TR UNIT 78462F103 327022 765 SH SOLE 0 0 765 STRYKER CORPORATION COM 863667101 3685319 13486 SH SOLE 0 0 13486 TRUIST FINL CORP COM 89832Q109 1845889 64519 SH SOLE 0 0 64519 UNITEDHEALTH GROUP INC COM 91324P102 2035415 4037 SH SOLE 0 0 4037 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2127311 28300 SH SOLE 0 0 28300 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1308233 6159 SH SOLE 0 0 6159 VERIZON COMMUNICATIONS INC COM 92343V104 1322091 40793 SH SOLE 0 0 40793 WALGREENS BOOTS ALLIANCE INC COM 931427108 209479 9419 SH SOLE 0 0 9419 WALMART INC COM 931142103 1331417 8325 SH SOLE 0 0 8325