0001172661-23-001682.txt : 20230413 0001172661-23-001682.hdr.sgml : 20230413 20230413132535 ACCESSION NUMBER: 0001172661-23-001682 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230413 DATE AS OF CHANGE: 20230413 EFFECTIVENESS DATE: 20230413 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: 23817848 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 03-31-2023 03-31-2023 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 04-13-2023 0 61 108498964 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1648108 16276 SH SOLE 0 0 16276 ABBVIE INC COM 00287Y109 3753859 23554 SH SOLE 0 0 23554 AMAZON COM INC COM 023135106 1508654 14606 SH SOLE 0 0 14606 AMERICAN EXPRESS CO COM 025816109 2091896 12682 SH SOLE 0 0 12682 APPLE INC COM 037833100 5500145 33354 SH SOLE 0 0 33354 AT&T INC COM 00206R102 1921766 99832 SH SOLE 0 0 99832 CARRIER GLOBAL CORPORATION COM 14448C104 929183 20310 SH SOLE 0 0 20310 CHEVRON CORP NEW COM 166764100 2285688 14009 SH SOLE 0 0 14009 CISCO SYS INC COM 17275R102 2130834 40762 SH SOLE 0 0 40762 COCA COLA CO COM 191216100 6400205 103179 SH SOLE 0 0 103179 CONOCOPHILLIPS COM 20825C104 228381 2302 SH SOLE 0 0 2302 CVS HEALTH CORP COM 126650100 2333780 31406 SH SOLE 0 0 31406 DARDEN RESTAURANTS INC COM 237194105 1028400 6628 SH SOLE 0 0 6628 DISNEY WALT CO COM 254687106 206168 2059 SH SOLE 0 0 2059 EMERSON ELEC CO COM 291011104 2418571 27755 SH SOLE 0 0 27755 EXXON MOBIL CORP COM 30231G102 5686972 51860 SH SOLE 0 0 51860 GENUINE PARTS CO COM 372460105 249292 1490 SH SOLE 0 0 1490 GLOBAL X FDS US PFD ETF 37954Y657 4512768 227229 SH SOLE 0 0 227229 HOME DEPOT INC COM 437076102 346471 1174 SH SOLE 0 0 1174 ISHARES TR RUSSELL 3000 ETF 464287689 259422 1102 SH SOLE 0 0 1102 ISHARES TR MSCI EAFE ETF 464287465 362249 5065 SH SOLE 0 0 5065 JOHNSON & JOHNSON COM 478160104 2172020 14013 SH SOLE 0 0 14013 JPMORGAN CHASE & CO COM 46625H100 4282784 32866 SH SOLE 0 0 32866 KEYCORP COM 493267108 584609 46694 SH SOLE 0 0 46694 KLA CORP COM NEW 482480100 222338 557 SH SOLE 0 0 557 MICROSOFT CORP COM 594918104 5664950 19649 SH SOLE 0 0 19649 NEXTERA ENERGY INC COM 65339F101 478667 6210 SH SOLE 0 0 6210 NORTHROP GRUMMAN CORP COM 666807102 4002189 8668 SH SOLE 0 0 8668 NOVARTIS AG SPONSORED ADR 66987V109 718704 7812 SH SOLE 0 0 7812 NUVEEN AMT-FREE MUN VALUE FD COM 670695105 638542 46372 SH SOLE 0 0 46372 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 1835293 153581 SH SOLE 0 0 153581 NUVEEN OHIO QLTY MUN INCOME COM 670980101 530452 41735 SH SOLE 0 0 41735 OTIS WORLDWIDE CORP COM 68902V107 510114 6044 SH SOLE 0 0 6044 PARAMOUNT GLOBAL CLASS B COM 92556H206 1184594 53097 SH SOLE 0 0 53097 PEPSICO INC COM 713448108 1913056 10494 SH SOLE 0 0 10494 PFIZER INC COM 717081103 2135839 52349 SH SOLE 0 0 52349 PGIM HIGH YIELD BOND FUND IN COM 69346H100 1103222 90428 SH SOLE 0 0 90428 PGIM SHORT DUR HIG YLD OPP F COM 69355J104 2944230 198666 SH SOLE 0 0 198666 PROCTER AND GAMBLE CO COM 742718109 226831 1526 SH SOLE 0 0 1526 QUALCOMM INC COM 747525103 1928499 15116 SH SOLE 0 0 15116 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1368082 13970 SH SOLE 0 0 13970 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 261332 4010 SH SOLE 0 0 4010 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 332786 6880 SH SOLE 0 0 6880 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3630757 74416 SH SOLE 0 0 74416 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 264812 4038 SH SOLE 0 0 4038 SCHWAB STRATEGIC TR US TIPS ETF 808524870 854329 15936 SH SOLE 0 0 15936 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 1599406 21862 SH SOLE 0 0 21862 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 3776847 78931 SH SOLE 0 0 78931 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1872345 53803 SH SOLE 0 0 53803 SELECT SECTOR SPDR TR ENERGY 81369Y506 302826 3656 SH SOLE 0 0 3656 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 235697 3482 SH SOLE 0 0 3482 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 393291 12233 SH SOLE 0 0 12233 SPDR S&P 500 ETF TR TR UNIT 78462F103 543261 1327 SH SOLE 0 0 1327 STRYKER CORPORATION COM 863667101 3902660 13671 SH SOLE 0 0 13671 TRUIST FINL CORP COM 89832Q109 2058583 60369 SH SOLE 0 0 60369 UNITEDHEALTH GROUP INC COM 91324P102 1769850 3745 SH SOLE 0 0 3745 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1968853 25740 SH SOLE 0 0 25740 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1349305 6611 SH SOLE 0 0 6611 VERIZON COMMUNICATIONS INC COM 92343V104 1561061 40140 SH SOLE 0 0 40140 WALGREENS BOOTS ALLIANCE INC COM 931427108 325709 9419 SH SOLE 0 0 9419 WALMART INC COM 931142103 1247427 8460 SH SOLE 0 0 8460