$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| HZNP | HORIZON THERAPEUTICS PUB L | $1,726,326 | +12.5% | 14,922 | 0.0% | 0.47% | +13.7% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $559,137 | -3.6% | 2,632 | 0.0% | 0.15% | -2.6% | |
| IJK | ISHARES TRs&p mc 400gr etf | $242,005 | -3.7% | 3,350 | 0.0% | 0.06% | -3.0% | |
| AXL | AMERICAN AXLE & MFG HLDGS IN | $221,350 | -12.2% | 30,489 | 0.0% | 0.06% | -10.4% | |
| FNY | FIRST TR EXCHANGE-TRADED ALPmid cp gr alph | $207,317 | -6.3% | 3,415 | 0.0% | 0.06% | -5.1% | |
| GLD | SPDR GOLD TR | $201,927 | -3.8% | 1,178 | 0.0% | 0.05% | -3.6% |
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 | 2024-04-18 |
| 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.