All Stocks Held By Kowal Investment Group LLC

As of 03/31/2024, we find all stocks held by Kowal Investment Group LLC to be as follows, presented in the table below with each row detailing each Kowal Investment Group LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Kowal Investment Group LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Kowal Investment Group LLC as of the latest filing.

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
PEPSICO INC	7,968	+1,629	$1,394
PEP	7,968	+1,629	$1,394
BERKSHIRE HATHAWAY INC DEL			$1,393
BRK.B	3,313	-39	$1,393
INVESCO EXCHANGE TRADED FD T (RSP)	8,177	+8,177	$1,385
RSP	8,177	+8,177	$1,385
ABBOTT LABS	11,843	+417	$1,346
ABT	11,843	+417	$1,346
GENERAL ELECTRIC CO	7,617	-45	$1,337
GE	7,617	-45	$1,337
ALTRIA GROUP INC	30,349	+3,621	$1,324
MO	30,349	+3,621	$1,324
VANGUARD SCOTTSDALE FDS (VGSH)	22,521	+22,521	$1,308
VGSH	22,521	+22,521	$1,308
ISHARES TR (IVV)	2,479	-286	$1,303
IVV	2,479	-286	$1,303
WALMART INC	21,076	+14,857	$1,268
WMT	21,076	+14,857	$1,268
MERCK & CO INC	9,393	+1,326	$1,239
MRK	9,393	+1,326	$1,239
CISCO SYS INC	24,021	+2,937	$1,199
CSCO	24,021	+2,937	$1,199
PHILIP MORRIS INTL INC	12,855	+2,029	$1,178
PM	12,855	+2,029	$1,178
AT&T INC	64,394	+3,043	$1,133
T	64,394	+3,043	$1,133
BROADCOM INC	850	+73	$1,127
AVGO	850	+73	$1,127
FIDELITY NATL INFORMATION SV	14,680	-158	$1,089
FIS	14,680	-158	$1,089
FIRST TR LRGE CP CORE ALPHA (FEX)	10,224	+3	$1,015
FEX	10,224	+3	$1,015
COCA COLA CO	16,401	+3,501	$1,003
KO	16,401	+3,501	$1,003
VANGUARD SCOTTSDALE FDS (VCSH)	12,660	+3,011	$979
VCSH	12,660	+3,011	$979
ALPHABET INC	6,387	-35	$972
GOOG	6,387	-35	$972
METLIFE INC	12,696	+3,187	$941
MET	12,696	+3,187	$941
FISERV INC	5,850	-147	$935
FI	5,850	-147	$935
FIRST TR EXCHNG TRADED FD VI (FIXD)	20,128	-1,091	$878
FIXD	20,128	-1,091	$878
ELI LILLY & CO	1,103	+172	$858
LLY	1,103	+172	$858
CONOCOPHILLIPS	6,677	+1,317	$850
COP	6,677	+1,317	$850
VERIZON COMMUNICATIONS INC	20,258	+2,729	$850
VZ	20,258	+2,729	$850
PRUDENTIAL FINL INC	6,906	+1,451	$811
PRU	6,906	+1,451	$811
GENERAL DYNAMICS CORP	2,722	+189	$769
GD	2,722	+189	$769
FIRST TR MID CAP CORE ALPHAD (FNX)	6,747	+10	$765
FNX	6,747	+10	$765
TESLA INC	4,183	+703	$735
TSLA	4,183	+703	$735
FIDELITY COVINGTON TRUST	18,710	+18,710	$720
FBCG	18,710	+18,710	$720
SPDR SER TR (BIL)	7,768	+7,768	$713
BIL	7,768	+7,768	$713
COSTCO WHSL CORP NEW	954	+48	$699
COST	954	+48	$699
INVESCO QQQ TR	1,511	+97	$671
QQQ	1,511	+97	$671
VANGUARD INDEX FDS (VTI)	2,530	-132	$658
VTI	2,530	-132	$658
ISHARES TR (IGIB)	12,710	-14,744	$656
IGIB	12,710	-14,744	$656
QUALCOMM INC	3,807	+888	$645
QCOM	3,807	+888	$645
FIDELITY COVINGTON TRUST	11,276	-273	$633
FDLO	11,276	-273	$633
APPLIED MATLS INC	3,039	+175	$627
AMAT	3,039	+175	$627
SOUTHERN CO	8,476	+589	$608
SO	8,476	+589	$608
BLACKROCK INC	723	+44	$603
BLK	723	+44	$603
LOCKHEED MARTIN CORP	1,322	+465	$601
LMT	1,322	+465	$601
UNITEDHEALTH GROUP INC	1,162	-250	$575
UNH	1,162	-250	$575
DOW INC	9,817	+2,576	$569
DOW	9,817	+2,576	$569
VANGUARD SPECIALIZED FUNDS (VIG)	3,099	-8	$566
VIG	3,099	-8	$566
ISHARES TR (IWO)	2,081	-75	$564
IWO	2,081	-75	$564
BANK AMERICA CORP	14,578	+2,548	$553
BAC	14,578	+2,548	$553
ORACLE CORP	4,267	+895	$536
ORCL	4,267	+895	$536
ISHARES TR (IWR)	6,290	-219	$529
IWR	6,290	-219	$529
E2OPEN PARENT HOLDINGS INC	116,021	UNCH	$515
ETWO	116,021	UNCH	$515
NETFLIX INC	835	+835	$507
NFLX	835	+835	$507
BANK NEW YORK MELLON CORP	8,719	+1,032	$502
BK	8,719	+1,032	$502
COLGATE PALMOLIVE CO	5,548	+2	$500
CL	5,548	+2	$500
KIMBERLY CLARK CORP	3,673	+11	$475
KMB	3,673	+11	$475
PFIZER INC	17,077	+6,045	$474
PFE	17,077	+6,045	$474
CADENCE DESIGN SYSTEM INC	1,496	+378	$466
CDNS	1,496	+378	$466
SELECT SECTOR SPDR TR (XLK)	2,179	+75	$454
XLK	2,179	+75	$454
COMCAST CORP NEW	9,968	+887	$432
CMCSA	9,968	+887	$432
FIRST TRUST LRGCP GWT ALPHAD (FTC)	3,469	+1	$428
FTC	3,469	+1	$428
MARRIOTT INTL INC NEW	1,665	+91	$420
MAR	1,665	+91	$420
PNC FINL SVCS GROUP INC	2,576	+527	$416
PNC	2,576	+527	$416
SELECT SECTOR SPDR TR (XLE)	4,402	+136	$416
XLE	4,402	+136	$416
INTERNATIONAL BUSINESS MACHS	2,114	+110	$404
IBM	2,114	+110	$404
FIRST TR EXCHANGE TRADED FD (RDVY)	7,169	+13	$403
RDVY	7,169	+13	$403
SKYWORKS SOLUTIONS INC	3,722	-13	$403
SWKS	3,722	-13	$403
CROWN CASTLE INC	3,776	+813	$400
CCI	3,776	+813	$400
INVESCO ACTVELY MNGD ETC FD	28,230	+6,362	$392
PDBC	28,230	+6,362	$392
SELECT SECTOR SPDR TR (XLV)	2,640	-19	$390
XLV	2,640	-19	$390
PUBLIC SVC ENTERPRISE GRP IN	5,821	+1,536	$389
PEG	5,821	+1,536	$389
ILLINOIS TOOL WKS INC	1,446	+7	$388
ITW	1,446	+7	$388
VANGUARD INDEX FDS (VOO)	806	+6	$387
VOO	806	+6	$387
3M CO	3,605	+1,337	$382
MMM	3,605	+1,337	$382
DEERE & CO	889	+59	$365
DE	889	+59	$365
ISHARES TR (IYW)	2,664	-141	$360
IYW	2,664	-141	$360
REPUBLIC SVCS INC	1,877	+219	$359
RSG	1,877	+219	$359
MONDELEZ INTL INC	4,836	-800	$339
MDLZ	4,836	-800	$339
ISHARES TR (IWD)	1,851	-22,728	$332
IWD	1,851	-22,728	$332
SYNOPSYS INC	581	+120	$332
SNPS	581	+120	$332
WP CAREY INC	5,871	+1,800	$331
WPC	5,871	+1,800	$331
VANGUARD TAX MANAGED FDS (VEA)	6,573	+109	$330
VEA	6,573	+109	$330
ROYAL CARIBBEAN GROUP	2,286	+87	$318
RCL	2,286	+87	$318
SCHWAB STRATEGIC TR	4,700	+13	$317
FNDX	4,700	+13	$317
KINDER MORGAN INC DEL	16,859	+2,223	$309
KMI	16,859	+2,223	$309
GILEAD SCIENCES INC	4,208	-315	$308
GILD	4,208	-315	$308
ISHARES TR (IJK)	3,375	+4	$308
IJK	3,375	+4	$308
MASTERCARD INCORPORATED	638	+100	$307
MA	638	+100	$307
OLD REP INTL CORP	10,000	-283	$307
ORI	10,000	-283	$307
FIRST TR EXCHANGE TRADED FD (FGD)	13,364	+9	$304
FGD	13,364	+9	$304
ISHARES TR (AOR)	5,450	-2,582	$303
AOR	5,450	-2,582	$303
COPART INC	5,235	-312	$303
CPRT	5,235	-312	$303
CION INVT CORP	27,290	+964	$300
CION	27,290	+964	$300
GALLAGHER ARTHUR J & CO	1,179	+71	$295
AJG	1,179	+71	$295
FIRST TR MULTI CP VAL ALPHA (FAB)	3,518	-82	$291
FAB	3,518	-82	$291
SERVICENOW INC	380	+3	$290
NOW	380	+3	$290
ROCKWELL AUTOMATION INC	996	-27	$290
ROK	996	-27	$290
AMERICAN EXPRESS CO	1,253	+1,253	$285
AXP	1,253	+1,253	$285
TJX COS INC NEW	2,742	+165	$278
TJX	2,742	+165	$278
SPDR SER TR (SDY)	2,066	+18	$271
SDY	2,066	+18	$271
MOODYS CORP	670	+88	$263
MCO	670	+88	$263
FIRST TR EXCHANGE TRADED FD (FV)	4,568	UNCH	$261
FV	4,568	UNCH	$261
CSX CORP	6,956	+423	$258
CSX	6,956	+423	$258
DISNEY WALT CO	2,099	+2,099	$257
DIS	2,099	+2,099	$257
FIRST TR EXCHANGE TRADED FD (LMBS)	5,204	+58	$251
LMBS	5,204	+58	$251
HARTFORD FINL SVCS GROUP INC	2,424	+2,424	$250
HIG	2,424	+2,424	$250
FIRST TR EXCHANGE TRADED ALP (FNY)	3,276	UNCH	$248
FNY	3,276	UNCH	$248
SPDR GOLD TR (GLD)	1,177	-1	$242
GLD	1,177	-1	$242
AMERICAN AXLE & MFG HLDGS IN	32,706	UNCH	$241
AXL	32,706	UNCH	$241
BADGER METER INC	1,491	UNCH	$241
BMI	1,491	UNCH	$241
MCKESSON CORP	445	+445	$239
MCK	445	+445	$239
ARISTA NETWORKS INC	815	+815	$236
ANET	815	+815	$236
T ROWE PRICE ETF INC (TEQI)	5,955	-489	$236
TEQI	5,955	-489	$236
MANHATTAN ASSOCIATES INC	930	-437	$233
MANH	930	-437	$233
GE HEALTHCARE TECHNOLOGIES I	2,528	+2,528	$230
GEHC	2,528	+2,528	$230
TRANE TECHNOLOGIES PLC	767	+767	$230
TT	767	+767	$230
VANGUARD WORLD FD (VGT)	436	-27	$229
VGT	436	-27	$229
TRAVELERS COMPANIES INC	985	+985	$227
TRV	985	+985	$227
JOHNSON CTLS INTL PLC	3,425	+3,425	$224
JCI	3,425	+3,425	$224
VANGUARD WORLD FD (MGV)	1,837	+6	$220
MGV	1,837	+6	$220
PROLOGIS INC.	1,609	+1,609	$210
PLD	1,609	+1,609	$210
AMERICAN ELEC PWR CO INC	2,409	+2,409	$207
AEP	2,409	+2,409	$207
ISHARES TR (IWP)	1,815	+1,815	$207
IWP	1,815	+1,815	$207
LINDE PLC	439	+439	$204
LIN	439	+439	$204
ASSOCIATED BANC CORP	9,393	+9,393	$202
ASB	9,393	+9,393	$202
ADVANCED MICRO DEVICES INC	1,110	+1,110	$200
AMD	1,110	+1,110	$200
ISHARES TR (IJJ)	1,692	+1,692	$200
IJJ	1,692	+1,692	$200
T MOBILE US INC	1,226	+1,226	$200
TMUS	1,226	+1,226	$200
FORD MTR CO DEL	14,376	+14,376	$191
F	14,376	+14,376	$191
HUNTINGTON BANCSHARES INC (HBAN)	10,752	+10,752	$150
HBAN	10,752	+10,752	$150
MESA AIR GROUP INC	17,795	+0	$16
MESA	17,795	UNCH	$16
ISHARES TR			$0 (exited)
AOA	0	-3,354	$0
ISHARES TR			$0 (exited)
AOM	0	-7,736	$0
VANGUARD BD INDEX FDS			$0 (exited)
BND	0	-4,223	$0
INTEL CORP			$0 (exited)
INTC	0	-4,320	$0
ISHARES TR			$0 (exited)
IWF	0	-3,523	$0
INVESCO EXCH TRADED FD TR II			$0 (exited)
SPLV	0	-13,986	$0
VANGUARD SCOTTSDALE FDS			$0 (exited)
VONG	0	-2,659	$0
WILLIS TOWERS WATSON PLC LTD	0	-4,087	$0 (exited)
WTW	0	-4,087	$0

See Summary: Kowal Investment Group LLC Top Holdings
See Details: Top 10 Stocks Held By Kowal Investment Group LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
DGRO	+27,862	+$1,618
RSP	+8,177	+$1,385
VGSH	+22,521	+$1,308
FBCG	+18,710	+$720
BIL	+7,768	+$713
NFLX	+835	+$507
AXP	+1,253	+$285
DIS	+2,099	+$257
HIG	+2,424	+$250
MCK	+445	+$239

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
IWF	-3,523	-$1,068
WTW	-4,087	-$986
SPLV	-13,986	-$876
AOM	-7,736	-$321
BND	-4,223	-$311
AOA	-3,354	-$232
INTC	-4,320	-$217
VONG	-2,659	-$207

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
FBND	+51,773	+$820
IJH	+50,722	+$441
ZECP	+31,724	+$1,072
SCHE	+16,692	+$443
WMT	+14,857	+$288
SMIZ	+14,651	+$1,622
AGG	+12,344	+$1,166
VMBS	+11,543	+$504
IEFA	+6,846	+$690
PDBC	+6,362	+$101

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
IWD	-22,728	-$3,730
SPIB	-16,828	-$559
IGIB	-14,744	-$772
QTEC	-6,296	+$2,080
FVD	-3,580	-$12
AOR	-2,582	-$124
MUB	-2,191	-$304
PZA	-2,128	-$75
EFG	-1,705	+$59

Kowal Investment Group LLC Info

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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