Filling information for Kowal Investment Group, LLC as Treemap, investor disclosed 158 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 00206R102 | 00206R102 | AT&T INC | COM | 1112137 | 69726 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 363771 | 4482 | |
| 921908844 | 921908844 | VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 607654 | 3741 | |
| 260557103 | 260557103 | DOW INC | COM | 421777 | 7919 | |
| 33740F805 | 33740F805 | FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 1443077 | 32671 | |
| 452308109 | 452308109 | ILLINOIS TOOL WKS INC | COM | 363847 | 1454 | |
| 464287200 | 464287200 | ISHARES TR | CORE S&P500 ETF | 1676950 | 3762 | |
| 78464A375 | 78464A375 | SPDR SER TR | PORTFOLIO INTRMD | 1505781 | 46894 | |
| 78467Y107 | 78467Y107 | SPDR S&P MIDCAP 400 ETF TR | UTSER1 S&PDCRP | 18947144 | 39563 | |
| 34959E109 | 34959E109 | FORTINET INC | COM | 275450 | 3644 | |
| 46138E354 | 46138E354 | INVESCO EXCH TRADED FD TR II | S&P500 LOW VOL | 326990 | 5206 | |
| 09247X101 | 09247X101 | BLACKROCK INC | COM | 399954 | 579 | |
| 41653L503 | 41653L503 | HARTFORD FDS EXCHANGE TRADED | MUN OPORTUNITE | 1649530 | 43363 | |
| 038222105 | 038222105 | APPLIED MATLS INC | COM | 271985 | 1882 | |
| 36266G107 | 36266G107 | GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 214195 | 2637 | |
| 33733E104 | 33733E104 | FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 35255721 | 469575 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 1514530 | 8177 | |
| 375558103 | 375558103 | GILEAD SCIENCES INC | COM | 335309 | 4351 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 1363353 | 11390 | |
| 921943858 | 921943858 | VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 342961 | 7427 | |
| 46434V613 | 46434V613 | ISHARES TR | CORE TOTAL USD | 495144 | 10889 | |
| 693475105 | 693475105 | PNC FINL SVCS GROUP INC | COM | 266731 | 2118 | |
| 46090E103 | 46090E103 | INVESCO QQQ TR | UNIT SER 1 | 524582 | 1420 | |
| 92939U106 | 92939U106 | WEC ENERGY GROUP INC | COM | 3182401 | 36065 | |
| 33737M102 | 33737M102 | FIRST TR EXCHANGE-TRADED ALP | MID CP GR ALPH | 221252 | 3415 | |
| 31620R303 | 31620R303 | FIDELITY NATIONAL FINANCIAL | FNF GROUP COM | 217681 | 6047 | |
| 760759100 | 760759100 | REPUBLIC SVCS INC | COM | 258189 | 1686 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 2253693 | 14852 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 499141 | 7105 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 2897051 | 6848 | |
| 166764100 | 166764100 | CHEVRON CORP NEW | COM | 1312398 | 8341 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 1683637 | 15775 | |
| 464287648 | 464287648 | ISHARES TR | RUS 2000 GRW ETF | 249241 | 1027 | |
| 808524706 | 808524706 | SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 1155711 | 46923 | |
| 29788T103 | 29788T103 | E2OPEN PARENT HOLDINGS INC | COM CL A | 402853 | 71938 | |
| 33733C108 | 33733C108 | FIRST TR MULTI CP VAL ALPHA | SHS ISSUED FRST | 262694 | 3704 | |
| 037833100 | 037833100 | APPLE INC | COM | 8688026 | 44791 | |
| 316092824 | 316092824 | FIDELITY COVINGTON TRUST | LOW VOLITY ETF | 562838 | 11232 | |
| 46090F100 | 46090F100 | INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 297517 | 21868 | |
| 91324P102 | 91324P102 | UNITEDHEALTH GROUP INC | COM | 561632 | 1169 | |
| 060505104 | 060505104 | BANK AMERICA CORP | COM | 352937 | 12302 | |
| 49456B101 | 49456B101 | KINDER MORGAN INC DEL | COM | 237937 | 13817 | |
| 92206C409 | 92206C409 | VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 1078286 | 14252 | |
| 22822V101 | 22822V101 | CROWN CASTLE INC | COM | 381371 | 3347 | |
| 478160104 | 478160104 | JOHNSON & JOHNSON | COM | 1517397 | 9167 | |
| 437076102 | 437076102 | HOME DEPOT INC | COM | 1024828 | 3299 | |
| 316188309 | 316188309 | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 90733828 | 1997662 | |
| 33735K108 | 33735K108 | FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 389918 | 3850 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 10008949 | 22579 | |
| 337345102 | 337345102 | FIRST TR NASDAQ 100 TECH IND | SHS | 32292586 | 219439 | |
| 464287598 | 464287598 | ISHARES TR | RUS 1000 VAL ETF | 248165 | 1572 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 1167334 | 22562 | |
| 922042858 | 922042858 | VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | 243372 | 5983 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 5199980 | 15270 | |
| 191216100 | 191216100 | COCA COLA CO | COM | 811782 | 13480 | |
| 459200101 | 459200101 | INTERNATIONAL BUSINESS MACHS | COM | 239728 | 1792 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 233735 | 2618 | |
| 33738R605 | 33738R605 | FIRST TR EXCHANGE-TRADED FD | DORSEY WRT 5 ETF | 214026 | 4562 | |
| 33739N108 | 33739N108 | FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 9567880 | 188790 | |
| 773903109 | 773903109 | ROCKWELL AUTOMATION INC | COM | 337339 | 1024 | |
| 369550108 | 369550108 | GENERAL DYNAMICS CORP | COM | 501105 | 2329 | |
| 902973304 | 902973304 | US BANCORP DEL | COM NEW | 911171 | 27578 | |
| 33734K109 | 33734K109 | FIRST TR LRGE CP CORE ALPHA | COM SHS | 892133 | 10619 | |
| 17259U204 | 17259U204 | CION INVT CORP | COM | 259206 | 24972 | |
| 46432F859 | 46432F859 | ISHARES TR | CORE 1 5 YR USD | 294890 | 6323 | |
| 045487105 | 045487105 | ASSOCIATED BANC CORP | COM | 162634 | 10021 | |
| 464288877 | 464288877 | ISHARES TR | EAFE VALUE ETF | 224906 | 4596 | |
| 464287234 | 464287234 | ISHARES TR | MSCI EMG MKT ETF | 348822 | 8818 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 394170 | 968 | |
| 717081103 | 717081103 | PFIZER INC | COM | 592674 | 16158 | |
| 464287226 | 464287226 | ISHARES TR | CORE US AGGBD ET | 3023357 | 30866 | |
| 33734X200 | 33734X200 | FIRST TR EXCHANGE TRADED FD | DJ GLBL DIVID | 358205 | 16707 | |
| 744320102 | 744320102 | PRUDENTIAL FINL INC | COM | 526515 | 5968 | |
| 931142103 | 931142103 | WALMART INC | COM | 1043574 | 6639 | |
| 92206C771 | 92206C771 | VANGUARD SCOTTSDALE FDS | MTG-BKD SECS ETF | 964126 | 20964 | |
| 33734X176 | 33734X176 | FIRST TR EXCHANGE TRADED FD | TECH ALPHADEX | 6249843 | 54328 | |
| 46435G425 | 46435G425 | ISHARES TR | ESG AWR MSCI USA | 366312 | 3759 | |
| 72201R775 | 72201R775 | PIMCO ETF TR | ACTIVE BD ETF | 2506776 | 27361 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 767203 | 2673 | |
| 33735B108 | 33735B108 | FIRST TR MID CAP CORE ALPHAD | COM SHS | 625745 | 6497 | |
| 194162103 | 194162103 | COLGATE PALMOLIVE CO | COM | 441132 | 5726 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 3323884 | 12712 | |
| 33739P301 | 33739P301 | FIRST TR EXCH TRADED FD III | MUNI HI INCM ETF | 242961 | 5158 | |
| 92343V104 | 92343V104 | VERIZON COMMUNICATIONS INC | COM | 581329 | 15631 | |
| 244199105 | 244199105 | DEERE & CO | COM | 348024 | 859 | |
| 46432F842 | 46432F842 | ISHARES TR | CORE MSCI EAFE | 2793613 | 41387 | |
| 024061103 | 024061103 | AMERICAN AXLE & MFG HLDGS IN | COM | 252144 | 30489 | |
| 87283Q107 | 87283Q107 | T ROWE PRICE ETF INC | PRICE BLUE CHIP | 2000625 | 71758 | |
| 98888G105 | 98888G105 | ZACKS TRUST | EARNGS CONSTANT | 1616731 | 64626 | |
| 83088M102 | 83088M102 | SKYWORKS SOLUTIONS INC | COM | 418665 | 3782 | |
| 056525108 | 056525108 | BADGER METER INC | COM | 201585 | 1366 | |
| 58933Y105 | 58933Y105 | MERCK & CO INC | COM | 981520 | 8506 | |
| 464287606 | 464287606 | ISHARES TR | S&P MC 400GR ETF | 251251 | 3350 | |
| 20030N101 | 20030N101 | COMCAST CORP NEW | CL A | 424160 | 10208 | |
| 464288638 | 464288638 | ISHARES TR | ISHS 5-10YR INVT | 917681 | 18147 | |
| 337738108 | 337738108 | FISERV INC | COM | 779853 | 6182 | |
| 33739Q200 | 33739Q200 | FIRST TR EXCHANGE-TRADED FD | FST LOW OPPT EFT | 308874 | 6479 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1158019 | 10797 | |
| 345370860 | 345370860 | FORD MTR CO DEL | COM | 161439 | 10670 | |
| 72201R866 | 72201R866 | PIMCO ETF TR | INTER MUN BD ACT | 2268505 | 43760 | |
| 02209S103 | 02209S103 | ALTRIA GROUP INC | COM | 1354075 | 29891 | |
| 337932107 | 337932107 | FIRSTENERGY CORP | COM | 228204 | 5869 | |
| 532457108 | 532457108 | LILLY ELI & CO | COM | 343138 | 732 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 524729 | 5064 | |
| 92206C680 | 92206C680 | VANGUARD SCOTTSDALE FDS | VNG RUS1000GRW | 702553 | 9929 | |
| 46429B655 | 46429B655 | ISHARES TR | FLTG RATE NT ETF | 315968 | 6217 | |
| 539830109 | 539830109 | LOCKHEED MARTIN CORP | COM | 270908 | 588 | |
| 464287499 | 464287499 | ISHARES TR | RUS MID CAP ETF | 524748 | 7185 | |
| 217204106 | 217204106 | COPART INC | COM | 200844 | 2202 | |
| 92826C839 | 92826C839 | VISA INC | COM CL A | 1243918 | 5238 | |
| V7780T103 | V7780T103 | ROYAL CARIBBEAN GROUP | COM | 215606 | 2078 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 1849168 | 14185 | |
| 00287Y109 | 00287Y109 | ABBVIE INC | COM | 1645995 | 12217 | |
| G29183103 | G29183103 | EATON CORP PLC | SHS | 993671 | 4941 | |
| 369604301 | 369604301 | GENERAL ELECTRIC CO | COM NEW | 839167 | 7639 | |
| 33734X853 | 33734X853 | FIRST TR EXCHANGE TRADED FD | INTL EQUITY OPP | 321623 | 8192 | |
| 464287721 | 464287721 | ISHARES TR | U.S. TECH ETF | 306871 | 2819 | |
| 68389X105 | 68389X105 | ORACLE CORP | COM | 327221 | 2748 | |
| 87283Q206 | 87283Q206 | T ROWE PRICE ETF INC | PRICE EQT INCOME | 240322 | 6974 | |
| 33734H106 | 33734H106 | FIRST TR VALUE LINE DIVID IN | SHS | 4324998 | 107882 | |
| 680223104 | 680223104 | OLD REP INTL CORP | COM | 258729 | 10279 | |
| 46138E537 | 46138E537 | INVESCO EXCH TRADED FD TR II | NATL AMT MUNI | 407432 | 17264 | |
| 571903202 | 571903202 | MARRIOTT INTL INC NEW | CL A | 253677 | 1381 | |
| 580135101 | 580135101 | MCDONALDS CORP | COM | 1854442 | 6214 | |
| 464288885 | 464288885 | ISHARES TR | EAFE GRWTH ETF | 250441 | 2625 | |
| 45409F827 | 45409F827 | INDEXIQ ACTIVE ETF TR | IQ MACKAY INTRME | 286206 | 11749 | |
| 92936U109 | 92936U109 | WP CAREY INC | COM | 344794 | 5104 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 404054 | 3044 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 2739757 | 27494 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 617559 | 712 | |
| 064058100 | 064058100 | BANK NEW YORK MELLON CORP | COM | 333889 | 7500 | |
| G46188101 | G46188101 | HORIZON THERAPEUTICS PUB L | SHS | 1534728 | 14922 | |
| 127387108 | 127387108 | CADENCE DESIGN SYSTEM INC | COM | 224905 | 959 | |
| 78464A763 | 78464A763 | SPDR SER TR | S&P DIVID ETF | 403420 | 3291 | |
| 149123101 | 149123101 | CATERPILLAR INC | COM | 987224 | 4012 | |
| 33735J101 | 33735J101 | FIRST TR LRG CP VL ALPHADEX | COM SHS | 3707484 | 55601 | |
| 31620M106 | 31620M106 | FIDELITY NATL INFORMATION SV | COM | 804770 | 14712 | |
| 464288372 | 464288372 | ISHARES TR | GLB INFRASTR ETF | 570388 | 12149 | |
| 46138E362 | 46138E362 | INVESCO EXCH TRADED FD TR II | S&P500 HDL VOL | 369794 | 8943 | |
| 002824100 | 002824100 | ABBOTT LABS | COM | 1343366 | 12322 | |
| 110122108 | 110122108 | BRISTOL-MYERS SQUIBB CO | COM | 431006 | 6740 | |
| 33738R506 | 33738R506 | FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 321046 | 6816 | |
| 718172109 | 718172109 | PHILIP MORRIS INTL INC | COM | 1277894 | 13090 | |
| 22160K105 | 22160K105 | COSTCO WHSL CORP NEW | COM | 437509 | 813 | |
| 59156R108 | 59156R108 | METLIFE INC | COM | 585260 | 10353 | |
| 609207105 | 609207105 | MONDELEZ INTL INC | CL A | 463976 | 6361 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 1274539 | 8763 | |
| 75513E101 | 75513E101 | RAYTHEON TECHNOLOGIES CORP | COM | 303468 | 3098 | |
| 33733F101 | 33733F101 | FIRST TR MULTI CAP GROWTH AL | COM SHS | 2897274 | 27456 | |
| 494368103 | 494368103 | KIMBERLY-CLARK CORP | COM | 521651 | 3778 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 1153871 | 3384 | |
| 78463V107 | 78463V107 | SPDR GOLD TR | GOLD SHS | 209960 | 1178 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 316527 | 1821 | |
| 336917109 | 336917109 | FIRST TR MORNINGSTAR DIVID L | SHS | 34793116 | 1023026 | |
| G96629103 | G96629103 | WILLIS TOWERS WATSON PLC LTD | SHS | 955329 | 4057 | |
| 922908769 | 922908769 | VANGUARD INDEX FDS | TOTAL STK MKT | 579758 | 2632 | |
| 02079K107 | 02079K107 | ALPHABET INC | CAP STK CL C | 913082 | 7548 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 835407 | 3191 |