0001172661-23-000194.txt : 20230117 0001172661-23-000194.hdr.sgml : 20230117 20230117162116 ACCESSION NUMBER: 0001172661-23-000194 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20221231 FILED AS OF DATE: 20230117 DATE AS OF CHANGE: 20230117 EFFECTIVENESS DATE: 20230117 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: 23531785 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 12-31-2022 12-31-2022 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 01-17-2023 0 62 107644407 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1782990 16240 SH SOLE 0 0 16240 ABBVIE INC COM 00287Y109 3900991 24138 SH SOLE 0 0 24138 AMAZON COM INC COM 023135106 1265376 15064 SH SOLE 0 0 15064 AMERICAN EXPRESS CO COM 025816109 1959461 13262 SH SOLE 0 0 13262 APPLE INC COM 037833100 4356058 33526 SH SOLE 0 0 33526 AT&T INC COM 00206R102 1854752 100747 SH SOLE 0 0 100747 BANK AMERICA CORP COM 060505104 202728 6121 SH SOLE 0 0 6121 BLACKROCK MUNIYIELD MICH QU COM 09254V105 166350 15000 SH SOLE 0 0 15000 CARRIER GLOBAL CORPORATION COM 14448C104 864600 20960 SH SOLE 0 0 20960 CHEVRON CORP NEW COM 166764100 2568295 14309 SH SOLE 0 0 14309 CISCO SYS INC COM 17275R102 2035514 42727 SH SOLE 0 0 42727 COCA COLA CO COM 191216100 6583901 103504 SH SOLE 0 0 103504 CONOCOPHILLIPS COM 20825C104 271636 2302 SH SOLE 0 0 2302 CRACKER BARREL OLD CTRY STOR COM 22410J106 378960 4000 SH SOLE 0 0 4000 CVS HEALTH CORP COM 126650100 2967729 31846 SH SOLE 0 0 31846 DARDEN RESTAURANTS INC COM 237194105 916851 6628 SH SOLE 0 0 6628 EMERSON ELEC CO COM 291011104 2653658 27625 SH SOLE 0 0 27625 EXXON MOBIL CORP COM 30231G102 5657031 51288 SH SOLE 0 0 51288 GENUINE PARTS CO COM 372460105 258530 1490 SH SOLE 0 0 1490 GLOBAL X FDS US PFD ETF 37954Y657 5895124 304343 SH SOLE 0 0 304343 HOME DEPOT INC COM 437076102 387876 1228 SH SOLE 0 0 1228 ISHARES TR RUSSELL 3000 ETF 464287689 243189 1102 SH SOLE 0 0 1102 ISHARES TR MSCI EAFE ETF 464287465 332467 5065 SH SOLE 0 0 5065 ISHARES TR US TELECOM ETF 464287713 256016 11414 SH SOLE 0 0 11414 JOHNSON & JOHNSON COM 478160104 2461359 13934 SH SOLE 0 0 13934 JPMORGAN CHASE & CO COM 46625H100 4480831 33414 SH SOLE 0 0 33414 KEYCORP COM 493267108 801215 45994 SH SOLE 0 0 45994 KLA CORP COM NEW 482480100 228857 607 SH SOLE 0 0 607 MICROSOFT CORP COM 594918104 4793773 19989 SH SOLE 0 0 19989 NEXTERA ENERGY INC COM 65339F101 519156 6210 SH SOLE 0 0 6210 NORTHROP GRUMMAN CORP COM 666807102 4366517 8003 SH SOLE 0 0 8003 NOVARTIS AG SPONSORED ADR 66987V109 726849 8012 SH SOLE 0 0 8012 NUVEEN AMT-FREE MUN VALUE FD COM 670695105 1128528 82919 SH SOLE 0 0 82919 NUVEEN OHIO QLTY MUN INCOME COM 670980101 558068 43977 SH SOLE 0 0 43977 OTIS WORLDWIDE CORP COM 68902V107 498756 6369 SH SOLE 0 0 6369 PARAMOUNT GLOBAL CLASS B COM 92556H206 911469 53997 SH SOLE 0 0 53997 PEPSICO INC COM 713448108 1895846 10494 SH SOLE 0 0 10494 PFIZER INC COM 717081103 2680617 52315 SH SOLE 0 0 52315 PGIM HIGH YIELD BOND FUND IN COM 69346H100 1398701 117835 SH SOLE 0 0 117835 PGIM SHORT DUR HIG YLD OPP F COM 69355J104 2872042 195510 SH SOLE 0 0 195510 PROCTER AND GAMBLE CO COM 742718109 228631 1509 SH SOLE 0 0 1509 QUALCOMM INC COM 747525103 1716053 15609 SH SOLE 0 0 15609 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1419944 14070 SH SOLE 0 0 14070 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3627793 75203 SH SOLE 0 0 75203 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1552775 20556 SH SOLE 0 0 20556 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 266589 4038 SH SOLE 0 0 4038 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 310632 6880 SH SOLE 0 0 6880 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3682958 82191 SH SOLE 0 0 82191 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1940041 60231 SH SOLE 0 0 60231 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 222796 4010 SH SOLE 0 0 4010 SCHWAB STRATEGIC TR US TIPS ETF 808524870 829831 16023 SH SOLE 0 0 16023 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 245481 3482 SH SOLE 0 0 3482 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 418369 12233 SH SOLE 0 0 12233 SELECT SECTOR SPDR TR ENERGY 81369Y506 319790 3656 SH SOLE 0 0 3656 SPDR S&P 500 ETF TR TR UNIT 78462F103 478802 1252 SH SOLE 0 0 1252 STRYKER CORPORATION COM 863667101 3431173 14034 SH SOLE 0 0 14034 TRUIST FINL CORP COM 89832Q109 2510973 58354 SH SOLE 0 0 58354 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1832089 24337 SH SOLE 0 0 24337 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1558007 8149 SH SOLE 0 0 8149 VERIZON COMMUNICATIONS INC COM 92343V104 1409357 35770 SH SOLE 0 0 35770 WALGREENS BOOTS ALLIANCE INC COM 931427108 360113 9639 SH SOLE 0 0 9639 WALMART INC COM 931142103 1199543 8460 SH SOLE 0 0 8460