HoldingsChannel.com
| 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 | $1,415 |
See Full List: All Stocks Held By Kowal Investment Group LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Kowal Investment Group LLC
|
Size ($ 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 |
