$371 Million is the total value of Kowal Investment Group, LLC's 152 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 11.4% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $91,234,928 | +0.6% | 2,094,466 | +4.8% | 24.62% | +1.5% |
FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $36,122,056 | +3.8% | 1,080,205 | +5.6% | 9.75% | +4.8% |
FTCS | Buy | FIRST TR EXCHANGE-TRADED FDcap strength etf | $35,374,299 | +0.3% | 480,433 | +2.3% | 9.55% | +1.3% |
QTEC | Sell | FIRST TR NASDAQ 100 TECH IND | $31,788,436 | -1.6% | 218,823 | -0.3% | 8.58% | -0.7% |
MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $18,581,019 | -1.9% | 40,691 | +2.9% | 5.02% | -1.0% |
FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $9,956,301 | +4.1% | 203,689 | +7.9% | 2.69% | +5.0% |
SPY | Buy | SPDR S&P 500 ETF TRtr unit | $9,771,607 | -2.4% | 22,859 | +1.2% | 2.64% | -1.5% |
AAPL | Sell | APPLE INC | $7,634,793 | -12.1% | 44,593 | -0.4% | 2.06% | -11.3% |
FXL | Sell | FIRST TR EXCHANGE TRADED FDtech alphadex | $5,967,884 | -4.5% | 53,695 | -1.2% | 1.61% | -3.6% |
MSFT | Sell | MICROSOFT CORP | $4,810,678 | -7.5% | 15,236 | -0.2% | 1.30% | -6.7% |
FVD | Sell | FIRST TR VALUE LINE DIVID IN | $3,658,433 | -15.4% | 97,845 | -9.3% | 0.99% | -14.7% |
FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $3,521,433 | -5.0% | 54,360 | -2.2% | 0.95% | -4.2% |
IJH | Buy | ISHARES TRcore s&p mcp etf | $3,301,067 | -0.7% | 13,239 | +4.1% | 0.89% | +0.2% |
WEC | Buy | WEC ENERGY GROUP INC | $3,283,497 | +3.2% | 40,763 | +13.0% | 0.89% | +4.1% |
AGG | Buy | ISHARES TRcore us aggbd et | $3,169,950 | +4.8% | 33,709 | +9.2% | 0.86% | +5.8% |
NVDA | Sell | NVIDIA CORPORATION | $2,953,762 | +2.0% | 6,790 | -0.8% | 0.80% | +2.8% |
FAD | Sell | FIRST TR MULTI CAP GROWTH AL | $2,742,410 | -5.3% | 27,388 | -0.2% | 0.74% | -4.5% |
IEFA | Buy | ISHARES TRcore msci eafe | $2,702,308 | -3.3% | 41,994 | +1.5% | 0.73% | -2.4% |
IJR | Sell | ISHARES TRcore s&p scp etf | $2,407,903 | -12.1% | 25,526 | -7.2% | 0.65% | -11.3% |
MUNI | Buy | PIMCO ETF TRinter mun bd act | $2,341,468 | +3.2% | 46,764 | +6.9% | 0.63% | +4.1% |
BOND | Sell | PIMCO ETF TRactive bd etf | $2,223,562 | -11.3% | 25,296 | -7.5% | 0.60% | -10.4% |
PG | Buy | PROCTER AND GAMBLE CO | $2,215,727 | -1.7% | 15,191 | +2.3% | 0.60% | -0.8% |
SPIB | Buy | SPDR SER TRportfolio intrmd | $1,992,834 | +32.3% | 63,365 | +35.1% | 0.54% | +33.5% |
USB | Buy | US BANCORP DEL | $1,870,338 | +105.3% | 56,574 | +105.1% | 0.50% | +107.0% |
TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $1,853,830 | -7.3% | 68,256 | -4.9% | 0.50% | -6.5% |
AMZN | Sell | AMAZON COM INC | $1,795,581 | -2.9% | 14,125 | -0.4% | 0.48% | -2.0% |
ABBV | Sell | ABBVIE INC | $1,746,217 | +6.1% | 11,715 | -4.1% | 0.47% | +7.0% |
HZNP | HORIZON THERAPEUTICS PUB L | $1,726,326 | +12.5% | 14,922 | 0.0% | 0.47% | +13.7% | |
Buy | ZACKS TRUSTearngs constant | $1,725,007 | +6.7% | 71,821 | +11.1% | 0.47% | +7.9% | |
MCD | Buy | MCDONALDS CORP | $1,682,432 | -9.3% | 6,386 | +2.8% | 0.45% | -8.5% |
GOOGL | Buy | ALPHABET INCcap stk cl a | $1,624,071 | +19.1% | 12,411 | +9.0% | 0.44% | +20.0% |
CVX | Buy | CHEVRON CORP NEW | $1,444,420 | +10.1% | 8,566 | +2.7% | 0.39% | +11.1% |
MUB | Sell | ISHARES TRnational mun etf | $1,387,954 | -17.6% | 13,536 | -14.2% | 0.38% | -16.7% |
JNJ | Sell | JOHNSON & JOHNSON | $1,379,989 | -9.1% | 8,860 | -3.3% | 0.37% | -8.4% |
VMBS | Buy | VANGUARD SCOTTSDALE FDSmtg-bkd secs etf | $1,335,143 | +38.5% | 30,497 | +45.5% | 0.36% | +39.5% |
JPM | Buy | JPMORGAN CHASE & CO | $1,309,479 | +2.7% | 9,030 | +3.0% | 0.35% | +3.5% |
XOM | Buy | EXXON MOBIL CORP | $1,293,250 | +11.7% | 10,999 | +1.9% | 0.35% | +12.6% |
PEP | Sell | PEPSICO INC | $1,288,626 | -14.9% | 7,605 | -7.0% | 0.35% | -14.1% |
IGIB | Buy | ISHARES TR | $1,285,802 | +40.1% | 26,430 | +45.6% | 0.35% | +41.6% |
PM | Buy | PHILIP MORRIS INTL INC | $1,234,925 | -3.4% | 13,339 | +1.9% | 0.33% | -2.6% |
MO | Sell | ALTRIA GROUP INC | $1,229,537 | -9.2% | 29,240 | -2.2% | 0.33% | -8.3% |
V | Buy | VISA INC | $1,225,065 | -1.5% | 5,326 | +1.7% | 0.33% | -0.6% |
CSCO | Buy | CISCO SYS INC | $1,217,032 | +4.3% | 22,638 | +0.3% | 0.33% | +5.1% |
HD | Buy | HOME DEPOT INC | $1,188,930 | +16.0% | 3,935 | +19.3% | 0.32% | +17.2% |
BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,176,232 | +1.9% | 3,358 | -0.8% | 0.32% | +2.6% |
SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $1,171,534 | +1.4% | 48,936 | +4.3% | 0.32% | +2.3% |
ABT | Sell | ABBOTT LABS | $1,147,019 | -14.6% | 11,843 | -3.9% | 0.31% | -13.6% |
IVV | Sell | ISHARES TRcore s&p500 etf | $1,141,118 | -32.0% | 2,657 | -29.4% | 0.31% | -31.4% |
FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $1,138,746 | -21.1% | 27,078 | -17.1% | 0.31% | -20.5% |
CAT | Buy | CATERPILLAR INC | $1,116,400 | +13.1% | 4,089 | +1.9% | 0.30% | +14.0% |
WMT | Buy | WALMART INC | $1,093,006 | +4.7% | 6,834 | +2.9% | 0.30% | +5.7% |
ETN | Buy | EATON CORP PLC | $1,055,922 | +6.3% | 4,951 | +0.2% | 0.28% | +7.1% |
T | Sell | AT&T INC | $1,031,691 | -7.2% | 68,688 | -1.5% | 0.28% | -6.4% |
GOOG | Sell | ALPHABET INCcap stk cl c | $973,844 | +6.7% | 7,386 | -2.1% | 0.26% | +7.8% |
FB | Buy | META PLATFORMS INCcl a | $928,060 | +21.0% | 3,091 | +15.6% | 0.25% | +22.0% |
HMOP | Sell | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $927,023 | -43.8% | 25,185 | -41.9% | 0.25% | -43.3% |
MRK | Buy | MERCK & CO INC | $908,691 | -7.4% | 8,827 | +3.8% | 0.24% | -6.8% |
SPLV | Buy | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $868,145 | +165.5% | 14,767 | +183.7% | 0.23% | +169.0% |
WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $850,787 | -10.9% | 4,072 | +0.4% | 0.23% | -10.2% |
FIS | Buy | FIDELITY NATL INFORMATION SV | $849,861 | +5.6% | 15,377 | +4.5% | 0.23% | +6.5% |
KO | Buy | COCA COLA CO | $838,834 | +3.3% | 14,985 | +11.2% | 0.23% | +4.1% |
Sell | GENERAL ELECTRIC CO | $834,571 | -0.5% | 7,549 | -1.2% | 0.22% | +0.4% | |
FEX | Sell | FIRST TR LRGE CP CORE ALPHA | $828,465 | -7.1% | 10,215 | -3.8% | 0.22% | -6.3% |
IGF | Buy | ISHARES TRglb infrastr etf | $824,148 | +44.5% | 19,038 | +56.7% | 0.22% | +45.1% |
TSLA | Sell | TESLA INC | $795,044 | -4.8% | 3,177 | -0.4% | 0.22% | -3.6% |
PZA | Buy | INVESCO EXCH TRADED FD TR IInatl amt muni | $756,503 | +85.7% | 34,138 | +97.7% | 0.20% | +87.2% |
COP | Buy | CONOCOPHILLIPS | $724,825 | +38.1% | 6,050 | +19.5% | 0.20% | +40.0% |
VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $704,135 | -34.7% | 9,370 | -34.3% | 0.19% | -34.0% |
FISV | Sell | FISERV INC | $687,656 | -11.8% | 6,088 | -1.5% | 0.19% | -11.0% |
MET | Buy | METLIFE INC | $668,233 | +14.2% | 10,622 | +2.6% | 0.18% | +14.6% |
FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $631,731 | +1.0% | 6,859 | +5.6% | 0.17% | +2.4% |
UNH | Buy | UNITEDHEALTH GROUP INC | $625,893 | +11.4% | 1,241 | +6.2% | 0.17% | +12.7% |
AVGO | Buy | BROADCOM INC | $599,455 | -2.9% | 722 | +1.4% | 0.16% | -1.8% |
VZ | Buy | VERIZON COMMUNICATIONS INC | $592,465 | +1.9% | 18,280 | +16.9% | 0.16% | +3.2% |
PRU | Buy | PRUDENTIAL FINL INC | $584,194 | +11.0% | 6,157 | +3.2% | 0.16% | +12.1% |
PFE | Buy | PFIZER INC | $582,842 | -1.7% | 17,571 | +8.7% | 0.16% | -1.3% |
VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $565,671 | -6.9% | 3,641 | -2.7% | 0.15% | -6.1% |
VTI | VANGUARD INDEX FDStotal stk mkt | $559,137 | -3.6% | 2,632 | 0.0% | 0.15% | -2.6% | |
QQQ | Buy | INVESCO QQQ TRunit ser 1 | $550,726 | +5.0% | 1,537 | +8.2% | 0.15% | +6.4% |
KMB | Buy | KIMBERLY-CLARK CORP | $549,898 | +5.4% | 4,550 | +20.4% | 0.15% | +5.7% |
IWR | Buy | ISHARES TRrus mid cap etf | $536,852 | +2.3% | 7,752 | +7.9% | 0.14% | +3.6% |
ETWO | Buy | E2OPEN PARENT HOLDINGS INC | $526,735 | +30.8% | 116,021 | +61.3% | 0.14% | +31.5% |
GD | Buy | GENERAL DYNAMICS CORP | $521,209 | +4.0% | 2,359 | +1.3% | 0.14% | +5.2% |
FDLO | Sell | FIDELITY COVINGTON TRUSTlow volity etf | $514,117 | -8.7% | 10,572 | -5.9% | 0.14% | -7.9% |
EEM | Buy | ISHARES TRmsci emg mkt etf | $486,205 | +39.4% | 12,812 | +45.3% | 0.13% | +40.9% |
CMCSA | Buy | COMCAST CORP NEWcl a | $476,965 | +12.4% | 10,757 | +5.4% | 0.13% | +14.2% |
LLY | Buy | ELI LILLY & CO | $476,588 | +38.9% | 887 | +21.2% | 0.13% | +40.2% |
SO | Buy | SOUTHERN CO | $478,717 | -4.1% | 7,397 | +4.1% | 0.13% | -3.0% |
COST | Buy | COSTCO WHSL CORP NEW | $465,052 | +6.3% | 823 | +1.2% | 0.13% | +7.7% |
DOW | Buy | DOW INC | $424,828 | +0.7% | 8,239 | +4.0% | 0.12% | +1.8% |
XLE | Sell | SELECT SECTOR SPDR TRenergy | $402,963 | +10.8% | 4,458 | -0.5% | 0.11% | +12.4% |
MDLZ | Sell | MONDELEZ INTL INCcl a | $398,997 | -14.0% | 5,749 | -9.6% | 0.11% | -12.9% |
BLK | Buy | BLACKROCK INC | $395,163 | -1.2% | 611 | +5.5% | 0.11% | 0.0% |
CL | Sell | COLGATE PALMOLIVE CO | $394,423 | -10.6% | 5,547 | -3.1% | 0.11% | -10.2% |
FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $374,823 | -3.9% | 3,874 | +0.6% | 0.10% | -2.9% |
SWKS | Sell | SKYWORKS SOLUTIONS INC | $371,468 | -11.3% | 3,768 | -0.4% | 0.10% | -10.7% |
BMO | New | BANK MONTREAL QUE | $366,405 | – | 4,343 | +100.0% | 0.10% | – |
XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $358,005 | -11.4% | 2,781 | -8.6% | 0.10% | -10.2% |
BAC | Buy | BANK AMERICA CORP | $347,437 | -1.6% | 12,689 | +3.1% | 0.09% | 0.0% |
PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $343,677 | +15.5% | 22,988 | +5.1% | 0.09% | +16.2% |
XLK | Buy | SELECT SECTOR SPDR TRtechnology | $343,967 | +8.7% | 2,098 | +15.2% | 0.09% | +9.4% |
GILD | Buy | GILEAD SCIENCES INC | $337,360 | +0.6% | 4,502 | +3.5% | 0.09% | +1.1% |
ITW | Sell | ILLINOIS TOOL WKS INC | $329,621 | -9.4% | 1,431 | -1.6% | 0.09% | -8.2% |
BK | Buy | BANK NEW YORK MELLON CORP | $327,875 | -1.8% | 7,688 | +2.5% | 0.09% | -1.1% |
AMAT | Buy | APPLIED MATLS INC | $327,627 | +20.5% | 2,366 | +25.7% | 0.09% | +20.5% |
DE | Sell | DEERE & CO | $321,239 | -7.7% | 851 | -0.9% | 0.09% | -6.5% |
VOO | Sell | VANGUARD INDEX FDS | $318,559 | -19.2% | 811 | -16.2% | 0.09% | -18.1% |
RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $310,502 | -3.3% | 6,757 | -0.9% | 0.08% | -2.3% |
CCI | Sell | CROWN CASTLE INC | $307,747 | -19.3% | 3,344 | -0.1% | 0.08% | -18.6% |
BMY | Sell | BRISTOL-MYERS SQUIBB CO | $300,328 | -30.3% | 5,174 | -23.2% | 0.08% | -29.6% |
LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $299,232 | -3.1% | 6,334 | -2.2% | 0.08% | -2.4% |
FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $301,417 | -15.9% | 14,625 | -12.5% | 0.08% | -15.6% |
ROK | Sell | ROCKWELL AUTOMATION INC | $292,108 | -13.4% | 1,022 | -0.2% | 0.08% | -12.2% |
SPHD | Sell | INVESCO EXCH TRADED FD TR IIs&p500 hdl vol | $289,531 | -21.7% | 7,388 | -17.4% | 0.08% | -21.2% |
PEG | New | PUBLIC SVC ENTERPRISE GRP IN | $289,242 | – | 5,082 | +100.0% | 0.08% | – |
WPC | Buy | WP CAREY INC | $281,725 | -18.3% | 5,209 | +2.1% | 0.08% | -17.4% |
ORI | Buy | OLD REP INTL CORP | $276,980 | +7.1% | 10,281 | +0.0% | 0.08% | +8.7% |
VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $279,068 | -18.6% | 6,383 | -14.1% | 0.08% | -18.5% |
SDY | Sell | SPDR SER TRs&p divid etf | $273,991 | -32.1% | 2,382 | -27.6% | 0.07% | -31.5% |
EFG | Buy | ISHARES TReafe grwth etf | $273,609 | +9.3% | 3,170 | +20.8% | 0.07% | +10.4% |
IBM | Buy | INTERNATIONAL BUSINESS MACHS | $272,142 | +13.5% | 1,940 | +8.3% | 0.07% | +14.1% |
PNC | Buy | PNC FINL SVCS GROUP INC | $270,246 | +1.3% | 2,201 | +3.9% | 0.07% | +2.8% |
MAR | Sell | MARRIOTT INTL INC NEWcl a | $270,102 | +6.5% | 1,374 | -0.5% | 0.07% | +7.4% |
Buy | CION INVT CORP | $271,170 | +4.6% | 25,655 | +2.7% | 0.07% | +5.8% | |
FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $258,592 | -19.6% | 6,731 | -17.8% | 0.07% | -18.6% |
FAB | Buy | FIRST TR MULTI CP VAL ALPHA | $259,706 | -1.1% | 3,728 | +0.6% | 0.07% | 0.0% |
FNF | Buy | FIDELITY NATIONAL FINANCIAL | $253,625 | +16.5% | 6,141 | +1.6% | 0.07% | +17.2% |
ORCL | Sell | ORACLE CORP | $249,408 | -23.8% | 2,355 | -14.3% | 0.07% | -23.9% |
KMI | Buy | KINDER MORGAN INC DEL | $244,137 | +2.6% | 14,725 | +6.6% | 0.07% | +3.1% |
MANH | New | MANHATTAN ASSOCIATES INC | $240,750 | – | 1,218 | +100.0% | 0.06% | – |
IWD | Buy | ISHARES TRrus 1000 val etf | $240,923 | -2.9% | 1,587 | +1.0% | 0.06% | -1.5% |
IJK | ISHARES TRs&p mc 400gr etf | $242,005 | -3.7% | 3,350 | 0.0% | 0.06% | -3.0% | |
CPRT | Buy | COPART INC | $240,097 | +19.5% | 5,572 | +153.0% | 0.06% | +20.4% |
VWO | Sell | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $233,137 | -4.2% | 5,946 | -0.6% | 0.06% | -3.1% |
TEQI | Sell | T ROWE PRICE ETF INC | $230,625 | -4.0% | 6,929 | -0.6% | 0.06% | -3.1% |
IWO | Sell | ISHARES TRrus 2000 grw etf | $227,091 | -8.9% | 1,013 | -1.4% | 0.06% | -9.0% |
LMT | Sell | LOCKHEED MARTIN CORP | $227,170 | -16.1% | 555 | -5.6% | 0.06% | -15.3% |
CDNS | Sell | CADENCE DESIGN SYSTEM INC | $224,459 | -0.2% | 958 | -0.1% | 0.06% | +1.7% |
RTX | Sell | RTX CORPORATION | $220,526 | -27.3% | 3,064 | -1.1% | 0.06% | -25.9% |
AXL | AMERICAN AXLE & MFG HLDGS IN | $221,350 | -12.2% | 30,489 | 0.0% | 0.06% | -10.4% | |
FTNT | Buy | FORTINET INC | $217,468 | -21.0% | 3,706 | +1.7% | 0.06% | -20.3% |
RSG | Sell | REPUBLIC SVCS INC | $210,065 | -18.6% | 1,474 | -12.6% | 0.06% | -17.4% |
DHR | New | DANAHER CORPORATION | $206,590 | – | 833 | +100.0% | 0.06% | – |
FNY | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $207,317 | -6.3% | 3,415 | 0.0% | 0.06% | -5.1% | |
FICO | New | FAIR ISAAC CORP | $207,579 | – | 239 | +100.0% | 0.06% | – |
AJG | New | GALLAGHER ARTHUR J & CO | $207,568 | – | 911 | +100.0% | 0.06% | – |
FV | Buy | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $202,163 | -5.5% | 4,563 | +0.0% | 0.06% | -3.5% |
IYW | Sell | ISHARES TRu.s. tech etf | $202,303 | -34.1% | 1,928 | -31.6% | 0.06% | -32.9% |
GLD | SPDR GOLD TR | $201,927 | -3.8% | 1,178 | 0.0% | 0.05% | -3.6% | |
DIS | Sell | DISNEY WALT CO | $200,518 | -14.2% | 2,474 | -5.5% | 0.05% | -14.3% |
ASB | Buy | ASSOCIATED BANC CORP | $173,218 | +6.5% | 10,124 | +1.0% | 0.05% | +9.3% |
F | Buy | FORD MTR CO DEL | $154,345 | -4.4% | 12,427 | +16.5% | 0.04% | -2.3% |
BMI | Exit | BADGER METER INC | $0 | – | -1,366 | -100.0% | -0.05% | – |
Exit | GE HEALTHCARE TECHNOLOGIES I | $0 | – | -2,637 | -100.0% | -0.06% | – | |
RCL | Exit | ROYAL CARIBBEAN GROUP | $0 | – | -2,078 | -100.0% | -0.06% | – |
EFV | Exit | ISHARES TReafe value etf | $0 | – | -4,596 | -100.0% | -0.06% | – |
FE | Exit | FIRSTENERGY CORP | $0 | – | -5,869 | -100.0% | -0.06% | – |
FMHI | Exit | FIRST TR EXCH TRADED FD IIImuni hi incm etf | $0 | – | -5,158 | -100.0% | -0.06% | – |
MMIT | Exit | INDEXIQ ACTIVE ETF TRiq mackay intrme | $0 | – | -11,749 | -100.0% | -0.08% | – |
ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -6,323 | -100.0% | -0.08% | – |
FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -6,217 | -100.0% | -0.08% | – |
ESGU | Exit | ISHARES TResg awr msci usa | $0 | – | -3,759 | -100.0% | -0.10% | – |
IUSB | Exit | ISHARES TRcore total usd | $0 | – | -10,889 | -100.0% | -0.13% | – |
VONG | Exit | VANGUARD SCOTTSDALE FDSvng rus1000grw | $0 | – | -9,929 | -100.0% | -0.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-25
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
FIRST TR EXCHANGE-TRADED FD | 12 | Q3 2023 | 23.4% |
FIRST TR VALUE LINE DIVID IN | 12 | Q3 2023 | 17.6% |
FIRST TR EXCHNG TRADED FD VI | 12 | Q3 2023 | 17.1% |
ISHARES TR | 12 | Q3 2023 | 9.3% |
FIRST TR EXCHANGE TRADED FD | 12 | Q3 2023 | 10.2% |
APPLE INC | 12 | Q3 2023 | 2.4% |
FIRST TR EXCH TRADED FD III | 12 | Q3 2023 | 2.7% |
FIRST TR EXCHANGE TRADED FD | 12 | Q3 2023 | 2.5% |
SPDR S&P 500 ETF TR | 12 | Q3 2023 | 2.7% |
FIRST TR LRG CP VL ALPHADEX | 12 | Q3 2023 | 2.8% |
View Kowal Investment Group, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-01-22 |
13F-HR | 2023-10-25 |
13F-HR | 2023-07-18 |
13F-HR | 2023-04-21 |
13F-HR | 2023-01-25 |
13F-HR | 2022-11-09 |
13F-HR | 2022-08-15 |
13F-HR | 2022-04-15 |
13F-HR | 2022-02-11 |
13F-HR | 2021-11-12 |
View Kowal Investment Group, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.