0001606587-22-001382.txt : 20220720 0001606587-22-001382.hdr.sgml : 20220720 20220720135943 ACCESSION NUMBER: 0001606587-22-001382 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220720 DATE AS OF CHANGE: 20220720 EFFECTIVENESS DATE: 20220720 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: 221093801 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 13F-HR LIVE false true false 0001908425 XXXXXXXX 06-30-2022 06-30-2022 false AHL INVESTMENT MANAGEMENT, INC.

427 S. NEW YORK AVE SUITE 202 WINTER PARK FL 32789

13F HOLDINGS REPORT 028-21581 N RICHARD AHL, JR. 407-740-8327 RICHARD AHL, JR. WINTER PARK FL 07-19-2022 0 57 99388 false INFORMATION TABLE 2 form13InfoTable.xml DESCRIPTION FOR INFORMATION TABLE THE COCA-COLA CO COM 191216100 6538 103933 SH SOLE NONE 0 0 103933 MICROSOFT CORP COM 594918104 5239 20399 SH SOLE NONE 0 0 20399 SCHWAB SHORT TERM US TREASURY ETF SHT TM US TRES 808524862 5041 102488 SH SOLE NONE 0 0 102488 APPLE INC COM 037833100 4781 34972 SH SOLE NONE 0 0 34972 EXXON MOBIL CORP COM 30231G102 4506 52613 SH SOLE NONE 0 0 52613 SCHWAB US BROAD MARKET ETF US BRD MKT ETF 808524102 4249 96146 SH SOLE NONE 0 0 96146 NORTHROP GRUMMAN CORP COM 666807102 4115 8599 SH SOLE NONE 0 0 8599 PGIM SHORT DURATION HIGH COM 69355J104 3855 258545 SH SOLE NONE 0 0 258545 ABBVIE INC COM 00287Y109 3747 24462 SH SOLE NONE 0 0 24462 JPMORGAN CHASE & CO COM 46625H100 3666 32559 SH SOLE NONE 0 0 32559 STRYKER CORP COM 863667101 2861 14384 SH SOLE NONE 0 0 14384 CVS HEALTH CORP COM 126650100 2827 30508 SH SOLE NONE 0 0 30508 TRUIST FINL CORP COM 89832Q109 2719 57326 SH SOLE NONE 0 0 57326 PFIZER INC COM 717081103 2566 48951 SH SOLE NONE 0 0 48951 JOHNSON & JOHNSON COM 478160104 2363 13312 SH SOLE NONE 0 0 13312 EMERSON ELECTRIC CO COM 291011104 2132 26803 SH SOLE NONE 0 0 26803 VERIZON COMMUNICATN COM 92343V104 1976 38935 SH SOLE NONE 0 0 38935 A T & T INC COM 00206R102 1958 93401 SH SOLE NONE 0 0 93401 CISCO SYSTEMS INC COM 17275R102 1904 44647 SH SOLE NONE 0 0 44647 SCHWAB INTERNATIONAL EQUITY ETF INTL EQTY ETF 808524805 1889 60069 SH SOLE NONE 0 0 60069 GLOBAL X U.S. PREFERRED ETF US PFD ETF 37954Y657 1872 88274 SH SOLE NONE 0 0 88274 AMERICAN EXPRESS CO COM 025816109 1855 13382 SH SOLE NONE 0 0 13382 CHEVRON CORP COM 166764100 1833 12664 SH SOLE NONE 0 0 12664 ABBOTT LABORATORIES COM 002824100 1764 16240 SH SOLE NONE 0 0 16240 ISHARES PREFERRED INCOMESEC ETF PFD AND INCM SEC 464288687 1662 50561 SH SOLE NONE 0 0 50561 PEPSICO INC COM 713448108 1620 9722 SH SOLE NONE 0 0 9722 NUVEEN AMT FREE MUNICIPA COM 670695105 1597 112893 SH SOLE NONE 0 0 112893 SCHWAB US DIVIDEND EQUITY ETF US DIVIDEND EQ 808524797 1546 21585 SH SOLE NONE 0 0 21585 AMAZON.COM INC COM 023135106 1459 13740 SH SOLE NONE 0 0 13740 PARAMOUNT GLOBAL CLASS B CLASS B COM 92556H206 1315 53297 SH SOLE NONE 0 0 53297 RAYTHEON TECHNOLOGIES CO COM 75513E101 1288 13400 SH SOLE NONE 0 0 13400 WALMART INC COM 931142103 1035 8510 SH SOLE NONE 0 0 8510 QUALCOMM INC COM 747525103 991 7755 SH SOLE NONE 0 0 7755 SCHWAB US TIPS ETF US TIPS ETF 808524870 900 16130 SH SOLE NONE 0 0 16130 VANGUARD SHORT-TERM BONDETF SHORT TRM BOND 921937827 817 10643 SH SOLE NONE 0 0 10643 CARRIER GLOBAL CORP COM 14448C104 775 21740 SH SOLE NONE 0 0 21740 DARDEN RESTAURANTS COM 237194105 750 6628 SH SOLE NONE 0 0 6628 NUVEEN OHIO QLTY MNCPL I COM 670980101 733 57830 SH SOLE NONE 0 0 57830 NOVARTIS AG SPONSORED ADR 66987V109 676 8000 SH SOLE NONE 0 0 8000 SCHWAB US LARGE CAP VALUE ETF US LCAP VA ETF 808524409 657 10529 SH SOLE NONE 0 0 10529 CRACKER BARREL OLD COUNT COM 22410J106 626 7500 SH SOLE NONE 0 0 7500 OTIS WORLDWIDE CORP COM 68902V107 450 6374 SH SOLE NONE 0 0 6374 WARNER BROTHERS DISCOVER COM SER A 934423104 446 33253 SH SOLE NONE 0 0 33253 WALGREENS BOOTS ALLI COM 931427108 395 10417 SH SOLE NONE 0 0 10417 NEXTERA ENERGY INC COM 65339F101 342 4412 SH SOLE NONE 0 0 4412 ISHARES MSCI EAFE ETF MSCI EAFE ETF 464287465 317 5065 SH SOLE NONE 0 0 5065 CHARLES SCHWAB US MC ETF US MID-CAP ETF 808524508 315 5015 SH SOLE NONE 0 0 5015 SCHWAB US LARGE CAP ETF US LRG CAP ETF 808524201 307 6880 SH SOLE NONE 0 0 6880 SPDR S&P 500 ETF TR UNIT 78462F103 284 752 SH SOLE NONE 0 0 752 ENERGY SELECT SECTOR SPDR ETF ENERGY 81369Y506 270 3776 SH SOLE NONE 0 0 3776 SCHWAB US LARGE CAP GROWTH ETF US LCAP GR ETF 808524300 248 4281 SH SOLE NONE 0 0 4281 ISHARES RUSSELL 3000 ETF RUSSELL 3000 ETF 464287689 240 1102 SH SOLE NONE 0 0 1102 SELECT SECTOR UTI SELECTSPDR ETF SBI INT-UTILS 81369Y886 223 3185 SH SOLE NONE 0 0 3185 PROCTER & GAMBLE COM 742718109 217 1509 SH SOLE NONE 0 0 1509 SCHWAB US SMALL CAP ETF US SML CAP ETF 808524607 215 5503 SH SOLE NONE 0 0 5503 WALT DISNEY CO COM 254687106 211 2232 SH SOLE NONE 0 0 2232 SCHWAB US AGGREGATE BONDETF US AGGREGATE B 808524839 205 4292 SH SOLE NONE 0 0 4292