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Size ($ in 1000's)
At 03/31/2024: $462,741 At 12/31/2023: $427,456
Kowal Investment Group LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Kowal Investment Group LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the Kowal Investment Group LLC top holdings by largest position size, as per the latest 13f filing made by Kowal Investment Group LLC.
In the Kowal Investment Group LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Kowal Investment Group LLC in that top holding, then the share count change between reporting periods, and finally the Kowal Investment Group LLC top holding position size
for that row.
Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
FIDELITY MERRIMACK STR TR |
2,142,440 |
+51,773 |
$97,074 | FBND | 2,142,440 | +51,773 | $97,074 | FIRST TR EXCHANGE TRADED FD (FTCS) |
489,910 |
+1,511 |
$41,961 | FTCS | 489,910 | +1,511 | $41,961 | FIRST TR MORNINGSTAR DIVID L (FDL) |
1,075,557 |
-281 |
$41,387 | FDL | 1,075,557 | -281 | $41,387 | FIRST TR NASDAQ 100 TECH IND (QTEC) |
209,350 |
-6,296 |
$39,919 | QTEC | 209,350 | -6,296 | $39,919 | SPDR S&P MIDCAP 400 ETF TR (MDY) |
42,568 |
+124 |
$23,685 | MDY | 42,568 | +124 | $23,685 | SPDR S&P 500 ETF TR (SPY) |
23,815 |
-1,319 |
$12,457 | SPY | 23,815 | -1,319 | $12,457 | FIRST TR EXCH TRADED FD III (FMB) |
221,192 |
+1,899 |
$11,360 | FMB | 221,192 | +1,899 | $11,360 | ISHARES TR (MUB) |
82,157 |
-2,191 |
$8,840 | MUB | 82,157 | -2,191 | $8,840 | APPLE INC |
46,816 |
+630 |
$8,028 | AAPL | 46,816 | +630 | $8,028 | MICROSOFT CORP |
17,067 |
+452 |
$7,180 | MSFT | 17,067 | +452 | $7,180 | FIRST TR EXCHANGE TRADED FD (FXL) |
52,469 |
-1,562 |
$7,074 | FXL | 52,469 | -1,562 | $7,074 | NVIDIA CORPORATION |
6,881 |
-885 |
$6,217 | NVDA | 6,881 | -885 | $6,217 | ISHARES TR (AGG) |
45,120 |
+12,344 |
$4,419 | AGG | 45,120 | +12,344 | $4,419 | ISHARES TR (IEFA) |
53,921 |
+6,846 |
$4,002 | IEFA | 53,921 | +6,846 | $4,002 | FIRST TR LRG CP VL ALPHADEX (FTA) |
50,558 |
-1,528 |
$3,862 | FTA | 50,558 | -1,528 | $3,862 | ISHARES TR (IJH) |
62,920 |
+50,722 |
$3,822 | IJH | 62,920 | +50,722 | $3,822 | ZACKS TRUST |
123,070 |
+31,724 |
$3,458 | ZECP | 123,070 | +31,724 | $3,458 | FIRST TR MULTI CAP GROWTH AL (FAD) |
27,368 |
+153 |
$3,410 | FAD | 27,368 | +153 | $3,410 | FIRST TR VALUE LINE DIVID IN (FVD) |
79,972 |
-3,580 |
$3,377 | FVD | 79,972 | -3,580 | $3,377 | ISHARES TR (EFG) |
32,270 |
-1,705 |
$3,349 | EFG | 32,270 | -1,705 | $3,349 | WEC ENERGY GROUP INC |
40,045 |
-220 |
$3,288 | WEC | 40,045 | -220 | $3,288 | AMAZON COM INC |
17,273 |
+1,512 |
$3,116 | AMZN | 17,273 | +1,512 | $3,116 | ABBVIE INC |
14,335 |
+1,671 |
$2,610 | ABBV | 14,335 | +1,671 | $2,610 | ISHARES TR (IGF) |
53,240 |
+89 |
$2,535 | IGF | 53,240 | +89 | $2,535 | INVESCO EXCH TRADED FD TR II (SPHD) |
56,846 |
-980 |
$2,524 | SPHD | 56,846 | -980 | $2,524 | ISHARES TR (IJR) |
22,316 |
+177 |
$2,466 | IJR | 22,316 | +177 | $2,466 | T ROWE PRICE ETF INC (TCHP) |
69,801 |
-1,042 |
$2,464 | TCHP | 69,801 | -1,042 | $2,464 | PROCTER AND GAMBLE CO |
15,106 |
+646 |
$2,451 | PG | 15,106 | +646 | $2,451 | US BANCORP DEL |
51,899 |
+1,736 |
$2,320 | USB | 51,899 | +1,736 | $2,320 | ALPHABET INC |
14,859 |
+2,398 |
$2,243 | GOOGL | 14,859 | +2,398 | $2,243 | JPMORGAN CHASE & CO |
9,996 |
+411 |
$2,002 | JPM | 9,996 | +411 | $2,002 | PIMCO ETF TR (BOND) |
21,457 |
-516 |
$1,971 | BOND | 21,457 | -516 | $1,971 | META PLATFORMS INC |
3,995 |
+711 |
$1,940 | META | 3,995 | +711 | $1,940 | PIMCO ETF TR (MUNI) |
35,845 |
-1,020 |
$1,881 | MUNI | 35,845 | -1,020 | $1,881 | VANGUARD SCOTTSDALE FDS (VMBS) |
40,791 |
+11,543 |
$1,860 | VMBS | 40,791 | +11,543 | $1,860 | ISHARES TR (EEM) |
43,390 |
-1,532 |
$1,782 | EEM | 43,390 | -1,532 | $1,782 | FIDELITY COVINGTON TRUST |
25,314 |
-368 |
$1,766 | FHLC | 25,314 | -368 | $1,766 | CHEVRON CORP NEW |
10,941 |
+3,413 |
$1,726 | CVX | 10,941 | +3,413 | $1,726 | MCDONALDS CORP |
6,022 |
-75 |
$1,698 | MCD | 6,022 | -75 | $1,698 | SPDR SER TR (SPIB) |
50,591 |
-16,828 |
$1,654 | SPIB | 50,591 | -16,828 | $1,654 | SCHWAB STRATEGIC TR |
64,447 |
+16,692 |
$1,627 | SCHE | 64,447 | +16,692 | $1,627 | ZACKS TRUST |
51,275 |
+14,651 |
$1,622 | SMIZ | 51,275 | +14,651 | $1,622 | ISHARES TR (DGRO) |
27,862 |
+27,862 |
$1,618 | DGRO | 27,862 | +27,862 | $1,618 | HOME DEPOT INC |
4,138 |
+550 |
$1,587 | HD | 4,138 | +550 | $1,587 | INVESCO EXCH TRADED FD TR II (PZA) |
66,309 |
-2,128 |
$1,580 | PZA | 66,309 | -2,128 | $1,580 | EATON CORP PLC |
4,968 |
+8 |
$1,553 | ETN | 4,968 | +8 | $1,553 | JOHNSON & JOHNSON |
9,767 |
+1,963 |
$1,545 | JNJ | 9,767 | +1,963 | $1,545 | CATERPILLAR INC |
4,212 |
+124 |
$1,543 | CAT | 4,212 | +124 | $1,543 | VISA INC |
5,322 |
-120 |
$1,485 | V | 5,322 | -120 | $1,485 | EXXON MOBIL CORP |
12,172 |
+2,199 |
$1,415 | XOM | 12,172 | +2,199 | $1,415 |
See Full List: All Stocks Held By Kowal Investment Group LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Kowal Investment Group LLC
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