0001172661-24-001847.txt : 20240415 0001172661-24-001847.hdr.sgml : 20240415 20240415152734 ACCESSION NUMBER: 0001172661-24-001847 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240415 DATE AS OF CHANGE: 20240415 EFFECTIVENESS DATE: 20240415 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AHL INVESTMENT MANAGEMENT, INC. CENTRAL INDEX KEY: 0001908425 ORGANIZATION NAME: 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: 24844460 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 03-31-2024 03-31-2024 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 04-04-2024 0 65 130360764 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1792532 15771 SH SOLE 0 0 15771 ABBVIE INC COM 00287Y109 4085887 22438 SH SOLE 0 0 22438 AMAZON COM INC COM 023135106 2244288 12442 SH SOLE 0 0 12442 AMERICAN EXPRESS CO COM 025816109 2820168 12386 SH SOLE 0 0 12386 APPLE INC COM 037833100 5397615 31477 SH SOLE 0 0 31477 AT&T INC COM 00206R102 2146443 121957 SH SOLE 0 0 121957 BANK AMERICA CORP COM 060505104 225624 5950 SH SOLE 0 0 5950 BLACKROCK MUNIYIELD MICH QU COM 09254V105 544423 47300 SH SOLE 0 0 47300 BROADCOM INC COM 11135F101 326051 246 SH SOLE 0 0 246 CARRIER GLOBAL CORPORATION COM 14448C104 1111504 19121 SH SOLE 0 0 19121 CHEVRON CORP NEW COM 166764100 2335655 14807 SH SOLE 0 0 14807 CISCO SYS INC COM 17275R102 2414247 48372 SH SOLE 0 0 48372 COCA COLA CO COM 191216100 7199915 117684 SH SOLE 0 0 117684 CONOCOPHILLIPS COM 20825C104 291089 2287 SH SOLE 0 0 2287 CVS HEALTH CORP COM 126650100 2770543 34736 SH SOLE 0 0 34736 DARDEN RESTAURANTS INC COM 237194105 1107870 6628 SH SOLE 0 0 6628 DISNEY WALT CO COM 254687106 269681 2204 SH SOLE 0 0 2204 EATON CORP PLC SHS G29183103 215437 689 SH SOLE 0 0 689 EMERSON ELEC CO COM 291011104 3125855 27560 SH SOLE 0 0 27560 EXXON MOBIL CORP COM 30231G102 6174531 53119 SH SOLE 0 0 53119 GENERAC HLDGS INC COM 368736104 772608 6125 SH SOLE 0 0 6125 GENUINE PARTS CO COM 372460105 230846 1490 SH SOLE 0 0 1490 GLOBAL X FDS US PFD ETF 37954Y657 7097388 352053 SH SOLE 0 0 352053 HOME DEPOT INC COM 437076102 438071 1142 SH SOLE 0 0 1142 ISHARES TR RUSSELL 3000 ETF 464287689 281175 937 SH SOLE 0 0 937 ISHARES TR MSCI EAFE ETF 464287465 342200 4285 SH SOLE 0 0 4285 JOHNSON & JOHNSON COM 478160104 2740144 17322 SH SOLE 0 0 17322 JPMORGAN CHASE & CO COM 46625H100 6569875 32800 SH SOLE 0 0 32800 KEYCORP COM 493267108 796634 50388 SH SOLE 0 0 50388 KLA CORP COM NEW 482480100 336012 481 SH SOLE 0 0 481 MERCK & CO INC COM 58933Y105 231704 1756 SH SOLE 0 0 1756 META PLATFORMS INC CL A 30303M102 237934 490 SH SOLE 0 0 490 MICROSOFT CORP COM 594918104 7904831 18789 SH SOLE 0 0 18789 NEXTERA ENERGY INC COM 65339F101 656356 10270 SH SOLE 0 0 10270 NORTHROP GRUMMAN CORP COM 666807102 4431434 9258 SH SOLE 0 0 9258 NUVEEN AMT-FREE MUN VALUE FD COM 670695105 1267866 93916 SH SOLE 0 0 93916 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 2745665 224319 SH SOLE 0 0 224319 OTIS WORLDWIDE CORP COM 68902V107 590855 5952 SH SOLE 0 0 5952 PARAMOUNT GLOBAL CLASS B COM 92556H206 633603 53832 SH SOLE 0 0 53832 PEPSICO INC COM 713448108 1836555 10494 SH SOLE 0 0 10494 PFIZER INC COM 717081103 2030395 73167 SH SOLE 0 0 73167 PGIM SHORT DUR HIG YLD OPP F COM 69355J104 4061289 264063 SH SOLE 0 0 264063 PROCTER AND GAMBLE CO COM 742718109 247523 1526 SH SOLE 0 0 1526 QUALCOMM INC COM 747525103 2602480 15372 SH SOLE 0 0 15372 RTX CORPORATION COM 75513E101 1363469 13980 SH SOLE 0 0 13980 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 325447 3510 SH SOLE 0 0 3510 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 2073520 53140 SH SOLE 0 0 53140 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4706144 77087 SH SOLE 0 0 77087 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3302778 40962 SH SOLE 0 0 40962 SCHWAB STRATEGIC TR US TIPS ETF 808524870 840089 16106 SH SOLE 0 0 16106 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3280932 68055 SH SOLE 0 0 68055 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 230552 5012 SH SOLE 0 0 5012 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 306807 4038 SH SOLE 0 0 4038 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 426973 6880 SH SOLE 0 0 6880 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 598203 9112 SH SOLE 0 0 9112 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 473555 11243 SH SOLE 0 0 11243 SELECT SECTOR SPDR TR ENERGY 81369Y506 344691 3651 SH SOLE 0 0 3651 SPDR S&P 500 ETF TR TR UNIT 78462F103 373995 715 SH SOLE 0 0 715 STRYKER CORPORATION COM 863667101 4704201 13145 SH SOLE 0 0 13145 TRUIST FINL CORP COM 89832Q109 2454142 62959 SH SOLE 0 0 62959 UNITEDHEALTH GROUP INC COM 91324P102 1997104 4037 SH SOLE 0 0 4037 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2116705 27608 SH SOLE 0 0 27608 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1600724 6159 SH SOLE 0 0 6159 VERIZON COMMUNICATIONS INC COM 92343V104 1713852 40845 SH SOLE 0 0 40845 WALMART INC COM 931142103 1444080 24000 SH SOLE 0 0 24000