0001172661-24-000255.txt : 20240117 0001172661-24-000255.hdr.sgml : 20240117 20240117150015 ACCESSION NUMBER: 0001172661-24-000255 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240117 DATE AS OF CHANGE: 20240117 EFFECTIVENESS DATE: 20240117 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: 24538088 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 12-31-2023 12-31-2023 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 01-17-2024 0 63 122134761 INFORMATION TABLE 2 infotable.xml ABBOTT LABS COM 002824100 1779392 16166 SH SOLE 0 0 16166 ABBVIE INC COM 00287Y109 3557436 22956 SH SOLE 0 0 22956 AMAZON COM INC COM 023135106 1905631 12542 SH SOLE 0 0 12542 AMERICAN EXPRESS CO COM 025816109 2359735 12596 SH SOLE 0 0 12596 APPLE INC COM 037833100 6059918 31475 SH SOLE 0 0 31475 AT&T INC COM 00206R102 2165107 129029 SH SOLE 0 0 129029 BANK AMERICA CORP COM 060505104 200404 5952 SH SOLE 0 0 5952 BLACKROCK MUNIYIELD MICH QU COM 09254V105 537328 47300 SH SOLE 0 0 47300 BROADCOM INC COM 11135F101 274598 246 SH SOLE 0 0 246 CARRIER GLOBAL CORPORATION COM 14448C104 1098501 19121 SH SOLE 0 0 19121 CHEVRON CORP NEW COM 166764100 2077644 13929 SH SOLE 0 0 13929 CISCO SYS INC COM 17275R102 2469013 48872 SH SOLE 0 0 48872 COCA COLA CO COM 191216100 6856277 116346 SH SOLE 0 0 116346 CONOCOPHILLIPS COM 20825C104 265452 2287 SH SOLE 0 0 2287 CVS HEALTH CORP COM 126650100 2742755 34736 SH SOLE 0 0 34736 DARDEN RESTAURANTS INC COM 237194105 1088980 6628 SH SOLE 0 0 6628 DISNEY WALT CO COM 254687106 203062 2249 SH SOLE 0 0 2249 EMERSON ELEC CO COM 291011104 2697014 27710 SH SOLE 0 0 27710 EXXON MOBIL CORP COM 30231G102 5320569 53216 SH SOLE 0 0 53216 GENERAC HLDGS INC COM 368736104 774148 5990 SH SOLE 0 0 5990 GENUINE PARTS CO COM 372460105 206365 1490 SH SOLE 0 0 1490 GLOBAL X FDS US PFD ETF 37954Y657 6862808 353753 SH SOLE 0 0 353753 HOME DEPOT INC COM 437076102 399919 1154 SH SOLE 0 0 1154 ISHARES TR RUSSELL 3000 ETF 464287689 256494 937 SH SOLE 0 0 937 ISHARES TR MSCI EAFE ETF 464287465 381648 5065 SH SOLE 0 0 5065 JOHNSON & JOHNSON COM 478160104 2585323 16494 SH SOLE 0 0 16494 JPMORGAN CHASE & CO COM 46625H100 5587812 32850 SH SOLE 0 0 32850 KEYCORP COM 493267108 738547 51288 SH SOLE 0 0 51288 KLA CORP COM NEW 482480100 279605 481 SH SOLE 0 0 481 MICROSOFT CORP COM 594918104 7093438 18864 SH SOLE 0 0 18864 NEXTERA ENERGY INC COM 65339F101 623800 10270 SH SOLE 0 0 10270 NORTHROP GRUMMAN CORP COM 666807102 4343403 9278 SH SOLE 0 0 9278 NUVEEN AMT-FREE MUN VALUE FD COM 670695105 222183 16301 SH SOLE 0 0 16301 NUVEEN MUNICIPAL CREDIT INC COM SH BEN INT 67070X101 3675015 310915 SH SOLE 0 0 310915 OTIS WORLDWIDE CORP COM 68902V107 532525 5952 SH SOLE 0 0 5952 PARAMOUNT GLOBAL CLASS B COM 92556H206 764599 51697 SH SOLE 0 0 51697 PEPSICO INC COM 713448108 1782301 10494 SH SOLE 0 0 10494 PFIZER INC COM 717081103 1978658 68727 SH SOLE 0 0 68727 PGIM SHORT DUR HIG YLD OPP F COM 69355J104 4000605 266707 SH SOLE 0 0 266707 PROCTER AND GAMBLE CO COM 742718109 223555 1526 SH SOLE 0 0 1526 QUALCOMM INC COM 747525103 2279080 15758 SH SOLE 0 0 15758 RTX CORPORATION COM 75513E101 1176277 13980 SH SOLE 0 0 13980 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 283064 4038 SH SOLE 0 0 4038 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 4332092 77817 SH SOLE 0 0 77817 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 388032 6880 SH SOLE 0 0 6880 SCHWAB STRATEGIC TR SHT TM US TRES 808524862 3327546 68680 SH SOLE 0 0 68680 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 291190 3510 SH SOLE 0 0 3510 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 3121791 41006 SH SOLE 0 0 41006 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 1969817 53296 SH SOLE 0 0 53296 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 233659 5012 SH SOLE 0 0 5012 SCHWAB STRATEGIC TR US TIPS ETF 808524870 845431 16196 SH SOLE 0 0 16196 SELECT SECTOR SPDR TR ENERGY 81369Y506 306100 3651 SH SOLE 0 0 3651 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 561864 8872 SH SOLE 0 0 8872 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 467857 12443 SH SOLE 0 0 12443 SPDR S&P 500 ETF TR TR UNIT 78462F103 339847 715 SH SOLE 0 0 715 STRYKER CORPORATION COM 863667101 4038518 13486 SH SOLE 0 0 13486 TRUIST FINL CORP COM 89832Q109 2375027 64329 SH SOLE 0 0 64329 UNITEDHEALTH GROUP INC COM 91324P102 2127992 4042 SH SOLE 0 0 4042 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 2176431 28258 SH SOLE 0 0 28258 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1461038 6159 SH SOLE 0 0 6159 VERIZON COMMUNICATIONS INC COM 92343V104 1539098 40825 SH SOLE 0 0 40825 WALGREENS BOOTS ALLIANCE INC COM 931427108 226348 8669 SH SOLE 0 0 8669 WALMART INC COM 931142103 1295095 8215 SH SOLE 0 0 8215