$335 Million is the total value of Kowal Investment Group, LLC's 154 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 23.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FBND | Buy | FIDELITY MERRIMACK STR TRtotal bd etf | $59,377,689 | +636.1% | 1,318,918 | +626.4% | 17.72% | +548.8% |
| FTCS | Sell | FIRST TR EXCHANGE-TRADED FDcap strength etf | $43,007,919 | -21.9% | 573,821 | -30.8% | 12.84% | -31.2% |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $23,050,760 | +513.9% | 630,491 | +439.4% | 6.88% | +441.0% |
| FVD | Sell | FIRST TR VALUE LINE DIVID IN | $19,079,595 | -53.0% | 478,066 | -57.9% | 5.70% | -58.6% |
| QTEC | Buy | FIRST TR NASDAQ 100 TECH IND | $17,235,317 | +554.6% | 163,772 | +552.2% | 5.14% | +476.8% |
| FIXD | Sell | FIRST TR EXCHNG TRADED FD VItcw opportunis | $13,752,441 | -64.5% | 313,125 | -64.9% | 4.10% | -68.8% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $11,603,423 | +564.6% | 26,205 | +502.8% | 3.46% | +486.1% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $11,473,244 | -51.1% | 121,230 | -54.9% | 3.42% | -56.9% |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $7,253,130 | +13.0% | 144,744 | +9.9% | 2.16% | -0.4% |
| SPY | Sell | SPDR S&P 500 ETF TRtr unit | $7,038,884 | -4.9% | 18,406 | -11.2% | 2.10% | -16.2% |
| FXL | Buy | FIRST TR EXCHANGE TRADED FDtech alphadex | $5,719,020 | +7.2% | 62,469 | +1.6% | 1.71% | -5.5% |
| AAPL | Sell | APPLE INC | $5,672,001 | -10.7% | 43,654 | -5.0% | 1.69% | -21.3% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $4,380,681 | +2.0% | 66,566 | -10.6% | 1.31% | -10.0% |
| MSFT | Sell | MICROSOFT CORP | $3,337,819 | -9.5% | 13,918 | -12.1% | 1.00% | -20.3% |
| FPXI | Sell | FIRST TR EXCHANGE TRADED FDintl equity opp | $3,150,368 | -60.1% | 81,070 | -63.4% | 0.94% | -64.9% |
| WEC | Buy | WEC ENERGY GROUP INC | $3,034,631 | +16.8% | 32,366 | +11.4% | 0.91% | +3.0% |
| FAD | Buy | FIRST TR MULTI CAP GROWTH AL | $2,926,288 | +36.2% | 30,862 | +28.7% | 0.87% | +20.1% |
| IJH | Buy | ISHARES TRcore s&p mcp etf | $2,685,616 | +17.3% | 11,103 | +6.3% | 0.80% | +3.4% |
| BOND | Buy | PIMCO ETF TRactive bd etf | $2,613,834 | +162.7% | 28,889 | +160.6% | 0.78% | +131.5% |
| TCHP | Sell | T ROWE PRICE ETF INCprice blue chip | $2,493,975 | -21.6% | 120,949 | -20.2% | 0.74% | -30.9% |
| MUNI | Buy | PIMCO ETF TRinter mun bd act | $2,472,943 | +180.7% | 48,130 | +173.9% | 0.74% | +147.7% |
| AGG | Sell | ISHARES TRcore us aggbd et | $2,211,242 | -1.3% | 22,799 | -2.0% | 0.66% | -13.0% |
| PG | Buy | PROCTER AND GAMBLE CO | $2,123,248 | +23.8% | 14,009 | +3.2% | 0.63% | +9.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $2,110,435 | +25.0% | 5,493 | +16.6% | 0.63% | +10.1% |
| IWD | Buy | ISHARES TRrus 1000 val etf | $1,913,583 | +462.8% | 12,618 | +405.3% | 0.57% | +396.5% |
| ABBV | Buy | ABBVIE INC | $1,877,348 | +22.2% | 11,617 | +1.5% | 0.56% | +7.7% |
| JNJ | Buy | JOHNSON & JOHNSON | $1,842,556 | +14.8% | 10,431 | +6.1% | 0.55% | +1.1% |
| HZNP | Sell | HORIZON THERAPEUTICS PUB L | $1,698,124 | +69.3% | 14,922 | -7.9% | 0.51% | +49.1% |
| IWF | New | ISHARES TRrus 1000 grw etf | $1,619,323 | – | 7,558 | +100.0% | 0.48% | – |
| CVX | Buy | CHEVRON CORP NEW | $1,599,866 | +30.3% | 8,913 | +4.3% | 0.48% | +14.9% |
| MCD | Buy | MCDONALDS CORP | $1,555,275 | +24.8% | 5,902 | +9.3% | 0.46% | +10.0% |
| SPIB | Buy | SPDR SER TRportfolio intrmd | $1,398,632 | +22.5% | 43,941 | +20.5% | 0.42% | +8.0% |
| ABT | Sell | ABBOTT LABS | $1,344,547 | +6.4% | 12,247 | -6.3% | 0.40% | -6.3% |
| XOM | Sell | EXXON MOBIL CORP | $1,320,008 | +26.0% | 11,967 | -0.3% | 0.39% | +11.0% |
| MO | Sell | ALTRIA GROUP INC | $1,298,788 | +8.9% | 28,414 | -3.8% | 0.39% | -4.0% |
| T | Sell | AT&T INC | $1,273,121 | +18.5% | 69,154 | -1.3% | 0.38% | +4.4% |
| PM | Sell | PHILIP MORRIS INTL INC | $1,265,694 | +20.7% | 12,506 | -1.0% | 0.38% | +6.5% |
| PEP | Buy | PEPSICO INC | $1,182,536 | +29.8% | 6,546 | +17.3% | 0.35% | +14.2% |
| HD | Buy | HOME DEPOT INC | $1,076,961 | +18.2% | 3,410 | +3.2% | 0.32% | +3.9% |
| AOA | New | ISHARES TRaggres alloc etf | $1,056,509 | – | 17,682 | +100.0% | 0.32% | – |
| V | Sell | VISA INC | $1,054,955 | +10.2% | 5,078 | -5.8% | 0.32% | -2.8% |
| BRKB | Sell | BERKSHIRE HATHAWAY INC DELcl b new | $1,045,908 | +14.7% | 3,386 | -0.8% | 0.31% | +1.0% |
| FIS | Buy | FIDELITY NATL INFORMATION SV | $1,014,323 | -7.9% | 14,949 | +2.6% | 0.30% | -18.8% |
| JPM | Buy | JPMORGAN CHASE & CO | $1,003,351 | +30.3% | 7,482 | +1.5% | 0.30% | +14.9% |
| AMZN | Sell | AMAZON COM INC | $992,329 | -30.1% | 11,813 | -6.0% | 0.30% | -38.5% |
| WLTW | Buy | WILLIS TOWERS WATSON PLC LTD | $985,492 | +22.1% | 4,029 | +0.3% | 0.29% | +7.7% |
| USB | Buy | US BANCORP DEL | $944,831 | +11.0% | 21,665 | +2.6% | 0.28% | -2.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $940,703 | +17.3% | 15,261 | +0.3% | 0.28% | +3.3% |
| CSCO | Sell | CISCO SYS INC | $934,343 | +16.9% | 19,613 | -1.8% | 0.28% | +3.0% |
| IGIB | New | ISHARES TR | $924,147 | – | 18,666 | +100.0% | 0.28% | – |
| CAT | Buy | CATERPILLAR INC | $910,157 | +63.7% | 3,799 | +12.2% | 0.27% | +44.7% |
| MRK | Buy | MERCK & CO INC | $892,330 | +41.0% | 8,043 | +9.4% | 0.27% | +24.3% |
| IUSB | Buy | ISHARES TRcore total usd | $853,451 | +31.5% | 18,995 | +30.2% | 0.26% | +15.9% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $849,366 | +11.0% | 10,608 | +0.1% | 0.25% | -1.9% |
| NVDA | Sell | NVIDIA CORPORATION | $831,143 | +19.6% | 5,687 | -0.6% | 0.25% | +5.5% |
| New | ZACKS TRUSTearngs constant | $828,016 | – | 35,836 | +100.0% | 0.25% | – | |
| VONG | Buy | VANGUARD SCOTTSDALE FDSvng rus1000grw | $819,789 | +43.6% | 14,873 | +41.1% | 0.24% | +26.9% |
| ETN | Buy | EATON CORP PLC | $814,787 | +20.9% | 5,191 | +2.7% | 0.24% | +6.6% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $801,466 | -22.9% | 9,084 | -16.4% | 0.24% | -32.1% |
| AOR | New | ISHARES TRgrwt allocat etf | $773,023 | – | 16,391 | +100.0% | 0.23% | – |
| FISV | Sell | FISERV INC | $769,502 | +6.6% | 7,614 | -1.3% | 0.23% | -6.1% |
| KO | Buy | COCA COLA CO | $769,643 | +21.0% | 12,099 | +6.6% | 0.23% | +7.0% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $753,347 | +42.7% | 3,940 | +34.1% | 0.22% | +25.7% |
| PFE | Sell | PFIZER INC | $724,893 | +10.3% | 14,147 | -5.7% | 0.22% | -3.1% |
| FLOT | Sell | ISHARES TRfltg rate nt etf | $713,406 | -21.9% | 14,175 | -22.0% | 0.21% | -31.3% |
| COP | Buy | CONOCOPHILLIPS | $711,699 | +35.0% | 6,031 | +17.0% | 0.21% | +19.1% |
| MET | Buy | METLIFE INC | $688,468 | +37.1% | 9,513 | +15.1% | 0.21% | +21.2% |
| ESGU | Sell | ISHARES TResg awr msci usa | $677,875 | -9.9% | 7,999 | -15.5% | 0.20% | -20.8% |
| GOOG | Buy | ALPHABET INCcap stk cl c | $670,089 | -3.6% | 7,552 | +4.5% | 0.20% | -14.9% |
| VOO | Buy | VANGUARD INDEX FDS | $659,839 | +14.4% | 1,878 | +6.8% | 0.20% | +1.0% |
| UNH | Buy | UNITEDHEALTH GROUP INC | $654,783 | +26.7% | 1,235 | +20.5% | 0.20% | +11.4% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $622,862 | -57.3% | 8,284 | -57.8% | 0.19% | -62.3% |
| FNX | New | FIRST TR MID CAP CORE ALPHAD | $559,592 | – | 6,371 | +100.0% | 0.17% | – |
| Buy | GENERAL ELECTRIC CO | $541,589 | +38.5% | 6,464 | +2.3% | 0.16% | +22.7% | |
| WMT | Sell | WALMART INC | $537,166 | +9.0% | 3,788 | -0.3% | 0.16% | -4.2% |
| TEQI | Sell | T ROWE PRICE ETF INC | $519,240 | -34.1% | 15,236 | -40.9% | 0.16% | -41.9% |
| VYM | Sell | VANGUARD WHITEHALL FDShigh div yld | $508,404 | +4.8% | 4,698 | -8.1% | 0.15% | -7.3% |
| GD | Buy | GENERAL DYNAMICS CORP | $510,705 | +32.0% | 2,058 | +12.7% | 0.15% | +16.0% |
| CVS | Buy | CVS HEALTH CORP | $510,474 | +0.3% | 5,478 | +2.7% | 0.15% | -11.6% |
| KMB | Buy | KIMBERLY-CLARK CORP | $505,779 | +21.0% | 3,726 | +0.3% | 0.15% | +6.3% |
| XLV | Sell | SELECT SECTOR SPDR TRsbi healthcare | $502,081 | +6.1% | 3,696 | -5.3% | 0.15% | -6.2% |
| VZ | Sell | VERIZON COMMUNICATIONS INC | $496,671 | -4.3% | 12,606 | -7.8% | 0.15% | -15.9% |
| PRU | Sell | PRUDENTIAL FINL INC | $474,568 | +9.1% | 4,771 | -6.0% | 0.14% | -3.4% |
| SPLG | Sell | SPDR SER TRportfolio s&p500 | $464,653 | +6.6% | 10,330 | -0.6% | 0.14% | -6.1% |
| BMY | Buy | BRISTOL-MYERS SQUIBB CO | $450,980 | +14.2% | 6,268 | +12.8% | 0.14% | +0.7% |
| AVGO | Buy | BROADCOM INC | $447,792 | +50.8% | 801 | +19.7% | 0.13% | +32.7% |
| EFV | Buy | ISHARES TReafe value etf | $441,760 | +32.7% | 9,629 | +11.3% | 0.13% | +16.8% |
| CL | Buy | COLGATE PALMOLIVE CO | $438,038 | +12.3% | 5,560 | +0.2% | 0.13% | -0.8% |
| LMT | Buy | LOCKHEED MARTIN CORP | $432,019 | +30.5% | 888 | +3.6% | 0.13% | +15.2% |
| DE | Buy | DEERE & CO | $426,679 | +53.5% | 995 | +19.6% | 0.13% | +35.1% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $413,816 | +61.0% | 1,554 | +61.5% | 0.12% | +42.5% |
| HMOP | New | HARTFORD FDS EXCHANGE TRADEDmun oportunite | $410,936 | – | 10,941 | +100.0% | 0.12% | – |
| SO | Buy | SOUTHERN CO | $409,575 | +7.8% | 5,736 | +2.6% | 0.12% | -5.4% |
| MDLZ | Sell | MONDELEZ INTL INCcl a | $407,054 | +12.1% | 6,107 | -7.7% | 0.12% | -0.8% |
| PSMB | New | INVESCO ACTIVELY MANAGED ETFblncd mlti ast | $408,663 | – | 28,010 | +100.0% | 0.12% | – |
| LLY | Buy | LILLY ELI & CO | $402,379 | +27.3% | 1,100 | +12.7% | 0.12% | +12.1% |
| FGD | Sell | FIRST TR EXCHANGE TRADED FDdj glbl divid | $392,983 | +12.3% | 17,879 | -5.2% | 0.12% | -1.7% |
| ISTB | New | ISHARES TRcore 1 5 yr usd | $381,618 | – | 8,217 | +100.0% | 0.11% | – |
| SDY | Buy | SPDR SER TRs&p divid etf | $372,984 | +12.7% | 2,981 | +0.5% | 0.11% | -0.9% |
| MGV | Buy | VANGUARD WORLD FDmega cap val etf | $362,405 | +26.3% | 3,524 | +10.3% | 0.11% | +11.3% |
| AOM | New | ISHARES TRmodert alloc etf | $354,060 | – | 9,315 | +100.0% | 0.11% | – |
| WPC | Buy | WP CAREY INC | $356,593 | +20.9% | 4,563 | +8.0% | 0.11% | +6.0% |
| FTC | Buy | FIRST TRUST LRGCP GWT ALPHAD | $350,547 | +73.5% | 3,834 | +62.3% | 0.10% | +54.4% |
| VEA | Sell | VANGUARD TAX-MANAGED FDSvan ftse dev mkt | $353,097 | -6.8% | 8,413 | -19.4% | 0.10% | -18.0% |
| GILD | Buy | GILEAD SCIENCES INC | $350,307 | +60.0% | 4,080 | +15.1% | 0.10% | +41.9% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $343,637 | +47.5% | 14,518 | +39.8% | 0.10% | +30.4% |
| SWKS | Buy | SKYWORKS SOLUTIONS INC | $346,625 | +7.0% | 3,804 | +0.2% | 0.10% | -6.4% |
| XLE | Sell | SELECT SECTOR SPDR TRenergy | $339,588 | +19.6% | 3,882 | -1.7% | 0.10% | +5.2% |
| BAC | Sell | BANK AMERICA CORP | $327,440 | +7.0% | 9,886 | -2.5% | 0.10% | -5.8% |
| RDVY | Sell | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $320,862 | -7.0% | 7,306 | -17.8% | 0.10% | -17.9% |
| COST | Sell | COSTCO WHSL CORP NEW | $318,632 | -5.5% | 698 | -2.1% | 0.10% | -16.7% |
| ITW | Buy | ILLINOIS TOOL WKS INC | $317,194 | +22.9% | 1,440 | +0.6% | 0.10% | +9.2% |
| LMBS | Sell | FIRST TR EXCHANGE-TRADED FDfst low oppt eft | $311,840 | -17.3% | 6,578 | -17.3% | 0.09% | -27.3% |
| JCI | New | JOHNSON CTLS INTL PLC | $308,545 | – | 4,821 | +100.0% | 0.09% | – |
| BLK | Sell | BLACKROCK INC | $303,154 | +18.9% | 428 | -7.6% | 0.09% | +4.7% |
| FAB | Sell | FIRST TR MULTI CP VAL ALPHA | $295,812 | -16.9% | 4,298 | -26.6% | 0.09% | -27.3% |
| CCI | Sell | CROWN CASTLE INC | $290,473 | -12.0% | 2,142 | -6.2% | 0.09% | -22.3% |
| FUMB | Sell | FIRST TR EXCH TRADED FD IIIultra sht dur mu | $286,675 | -1.5% | 14,370 | -2.2% | 0.09% | -13.1% |
| CMCSA | Sell | COMCAST CORP NEWcl a | $287,703 | +9.4% | 8,227 | -8.1% | 0.09% | -3.4% |
| TSLA | Sell | TESLA INC | $282,991 | -63.1% | 2,297 | -20.4% | 0.08% | -67.6% |
| INTC | Sell | INTEL CORP | $278,049 | +0.0% | 10,520 | -2.5% | 0.08% | -11.7% |
| EFG | Sell | ISHARES TReafe grwth etf | $273,503 | -5.4% | 3,265 | -18.1% | 0.08% | -16.3% |
| MUB | Sell | ISHARES TRnational mun etf | $274,070 | -6.1% | 2,597 | -8.7% | 0.08% | -17.2% |
| PNC | Sell | PNC FINL SVCS GROUP INC | $271,229 | -1.7% | 1,717 | -7.1% | 0.08% | -12.9% |
| PDBC | Buy | INVESCO ACTVELY MNGD ETC FDoptimum yield | $267,598 | +0.6% | 18,105 | +10.2% | 0.08% | -11.1% |
| USMV | Sell | ISHARES TRmsci usa min vol | $265,798 | +7.6% | 3,687 | -1.3% | 0.08% | -6.0% |
| XLK | Buy | SELECT SECTOR SPDR TRtechnology | $263,392 | +20.3% | 2,117 | +15.1% | 0.08% | +6.8% |
| EEMV | Buy | ISHARES INCmsci emerg mrkt | $261,637 | +27.6% | 4,932 | +22.2% | 0.08% | +13.0% |
| MBB | New | ISHARES TRmbs etf | $261,983 | – | 2,825 | +100.0% | 0.08% | – |
| HSY | Sell | HERSHEY CO | $256,601 | -13.6% | 1,108 | -17.7% | 0.08% | -23.8% |
| VIG | New | VANGUARD SPECIALIZED FUNDSdiv app etf | $255,888 | – | 1,685 | +100.0% | 0.08% | – |
| ROK | Buy | ROCKWELL AUTOMATION INC | $252,730 | +20.3% | 981 | +0.3% | 0.08% | +5.6% |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $246,643 | – | 3,736 | +100.0% | 0.07% | – |
| IBM | Sell | INTERNATIONAL BUSINESS MACHS | $244,352 | -12.1% | 1,734 | -25.9% | 0.07% | -22.3% |
| ORI | OLD REP INTL CORP | $241,500 | +15.6% | 10,000 | 0.0% | 0.07% | +1.4% | |
| Sell | CION INVT CORP | $238,786 | +7.1% | 24,491 | -6.8% | 0.07% | -6.6% | |
| HUM | New | HUMANA INC | $233,100 | – | 455 | +100.0% | 0.07% | – |
| SPLV | Sell | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $235,380 | -46.0% | 3,684 | -51.1% | 0.07% | -52.7% |
| DIS | Sell | DISNEY WALT CO | $229,537 | -28.9% | 2,642 | -22.8% | 0.07% | -36.7% |
| ASB | Buy | ASSOCIATED BANC CORP | $232,314 | +16.2% | 10,061 | +0.8% | 0.07% | +1.5% |
| IJK | Buy | ISHARES TRs&p mc 400gr etf | $227,756 | +8.5% | 3,335 | +0.1% | 0.07% | -4.2% |
| FNDX | Sell | SCHWAB STRATEGIC TRschwab fdt us lg | $222,947 | -3.5% | 4,172 | -13.9% | 0.07% | -14.1% |
| ORCL | New | ORACLE CORP | $219,484 | – | 2,685 | +100.0% | 0.07% | – |
| KMI | Buy | KINDER MORGAN INC DEL | $219,722 | +14.4% | 12,153 | +5.3% | 0.07% | +1.5% |
| XEL | New | XCEL ENERGY INC | $220,412 | – | 3,144 | +100.0% | 0.07% | – |
| IYW | New | ISHARES TRu.s. tech etf | $216,682 | – | 2,909 | +100.0% | 0.06% | – |
| DOW | Sell | DOW INC | $216,155 | +5.4% | 4,290 | -8.1% | 0.06% | -5.8% |
| F | New | FORD MTR CO DEL | $213,006 | – | 18,315 | +100.0% | 0.06% | – |
| FV | New | FIRST TR EXCHANGE-TRADED FDdorsey wrt 5 etf | $211,493 | – | 4,543 | +100.0% | 0.06% | – |
| TDVG | New | T ROWE PRICE ETF INCprice div grwt | $211,611 | – | 6,741 | +100.0% | 0.06% | – |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $210,561 | -17.7% | 2,483 | -22.9% | 0.06% | -27.6% |
| GLD | New | SPDR GOLD TR | $203,941 | – | 1,202 | +100.0% | 0.06% | – |
| AXL | Buy | AMERICAN AXLE & MFG HLDGS IN | $198,651 | +28.2% | 25,403 | +12.2% | 0.06% | +13.5% |
| KEY | Sell | KEYCORP | $181,666 | -1.3% | 10,429 | -9.1% | 0.05% | -12.9% |
| Exit | WARNER BROS DISCOVERY INC | $0 | – | -10,344 | -100.0% | -0.04% | – | |
| SNPS | Exit | SYNOPSYS INC | $0 | – | -659 | -100.0% | -0.07% | – |
| FEP | Exit | FIRST TR EXCH TRD ALPHDX FDeurope alphadex | $0 | – | -7,691 | -100.0% | -0.07% | – |
| QCOM | Exit | QUALCOMM INC | $0 | – | -1,849 | -100.0% | -0.07% | – |
| RFEM | Exit | FIRST TR EXCH TRADED FD IIIrivr frnt dyn | $0 | – | -4,575 | -100.0% | -0.07% | – |
| TFC | Exit | TRUIST FINL CORP | $0 | – | -4,963 | -100.0% | -0.07% | – |
| RTM | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql mat | $0 | – | -1,533 | -100.0% | -0.07% | – |
| IWP | Exit | ISHARES TRrus md cp gr etf | $0 | – | -3,095 | -100.0% | -0.08% | – |
| FDT | Exit | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $0 | – | -5,871 | -100.0% | -0.08% | – |
| FB | Exit | META PLATFORMS INCcl a | $0 | – | -3,071 | -100.0% | -0.14% | – |
| GOVT | Exit | ISHARES TRus treas bd etf | $0 | – | -23,634 | -100.0% | -0.18% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-25
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 | 2024-04-18 |
| 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 |
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.