Kowal Investment Group, LLC at 2023-03-31

Filling information for Kowal Investment Group, LLC as Treemap, investor disclosed 154 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings

Product name

Product description

Changed holding value / amount

Details
Total Holding Value, based on SEC fillings over time
CUSIP Symbol Name Title Of Class Value in 1000's Amount Amount previous period Change in %
30303M102 30303M102 META PLATFORMS INC CL A 465710 2197 0 100
459200101 459200101 INTERNATIONAL BUSINESS MACHS COM 346082 2640 0 100
72201R866 72201R866 PIMCO ETF TR INTER MUN BD ACT 2528836 48390 0 100
902973304 902973304 US BANCORP DEL COM NEW 888383 24643 0 100
68389X105 68389X105 ORACLE CORP COM 237550 2557 0 100
46138E354 46138E354 INVESCO EXCH TRADED FD TR II S&P500 LOW VOL 308059 4937 0 100
33734X853 33734X853 FIRST TR EXCHANGE TRADED FD INTL EQUITY OPP 639946 15693 0 100
46432F859 46432F859 ISHARES TR CORE 1 5 YR USD 296508 6288 0 100
33734X176 33734X176 FIRST TR EXCHANGE TRADED FD TECH ALPHADEX 6107451 58061 0 100
464288588 464288588 ISHARES TR MBS ETF 308164 3253 0 100
060505104 060505104 BANK AMERICA CORP COM 350049 12239 0 100
33939L795 33939L795 FLEXSHARES TR STOXX GLOBR INF 208752 4018 0 100
742718109 742718109 PROCTER AND GAMBLE CO COM 2205614 14834 0 100
G51502105 G51502105 JOHNSON CTLS INTL PLC SHS 273206 4537 0 100
22160K105 22160K105 COSTCO WHSL CORP NEW COM 383528 772 0 100
49456B101 49456B101 KINDER MORGAN INC DEL COM 242487 13848 0 100
191216100 191216100 COCA COLA CO COM 833429 13436 0 100
V7780T103 V7780T103 ROYAL CARIBBEAN GROUP COM 204149 3126 0 100
478160104 478160104 JOHNSON & JOHNSON COM 1674736 10805 0 100
98888G105 98888G105 ZACKS TRUST EARNGS CONSTANT 1448043 61073 0 100
437076102 437076102 HOME DEPOT INC COM 1008502 3417 0 100
02079K305 02079K305 ALPHABET INC CAP STK CL A 1134262 10935 0 100
842587107 842587107 SOUTHERN CO COM 466189 6700 0 100
337738108 337738108 FISERV INC COM 710681 6288 0 100
494368103 494368103 KIMBERLY-CLARK CORP COM 501237 3734 0 100
464287598 464287598 ISHARES TR RUS 1000 VAL ETF 245773 1614 0 100
81369Y506 81369Y506 SELECT SECTOR SPDR TR ENERGY 349935 4225 0 100
59156R108 59156R108 METLIFE INC COM 601249 10377 0 100
41653L503 41653L503 HARTFORD FDS EXCHANGE TRADED MUN OPORTUNITE 2079555 54431 0 100
084670702 084670702 BERKSHIRE HATHAWAY INC DEL CL B NEW 1044233 3382 0 100
773903109 773903109 ROCKWELL AUTOMATION INC COM 289051 985 0 100
33739N108 33739N108 FIRST TR EXCH TRADED FD III MANAGD MUN ETF 7507339 147389 0 100
594918104 594918104 MICROSOFT CORP COM 4548293 15776 0 100
921910840 921910840 VANGUARD WORLD FD MEGA CAP VAL ETF 464999 4603 0 100
316188309 316188309 FIDELITY MERRIMACK STR TR TOTAL BD ETF 84426720 1835363 0 100
78464A763 78464A763 SPDR SER TR S&P DIVID ETF 441282 3567 0 100
718172109 718172109 PHILIP MORRIS INTL INC COM 1264910 13007 0 100
78462F103 78462F103 SPDR S&P 500 ETF TR TR UNIT 8850768 21619 0 100
452308109 452308109 ILLINOIS TOOL WKS INC COM 352315 1447 0 100
760759100 760759100 REPUBLIC SVCS INC COM 208047 1539 0 100
260557103 260557103 DOW INC COM 368623 6724 0 100
92939U106 92939U106 WEC ENERGY GROUP INC COM 2921671 30823 0 100
464288885 464288885 ISHARES TR EAFE GRWTH ETF 345690 3690 0 100
532457108 532457108 LILLY ELI & CO COM 220342 642 0 100
33739Q200 33739Q200 FIRST TR EXCHANGE-TRADED FD FST LOW OPPT EFT 317539 6633 0 100
46625H100 46625H100 JPMORGAN CHASE & CO COM 1126861 8648 0 100
921943858 921943858 VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT 333493 7383 0 100
00206R102 00206R102 AT&T INC COM 1345027 69872 0 100
88160R101 88160R101 TESLA INC COM 608974 2935 0 100
680223104 680223104 OLD REP INTL CORP COM 256617 10277 0 100
33740J104 33740J104 FIRST TR EXCH TRADED FD III ULTRA SHT DUR MU 279723 14011 0 100
34959E109 34959E109 FORTINET INC COM 256137 3854 0 100
G96629103 G96629103 WILLIS TOWERS WATSON PLC LTD SHS 939372 4042 0 100
45409F827 45409F827 INDEXIQ ACTIVE ETF TR IQ MACKAY INTRME 288908 11749 0 100
337932107 337932107 FIRSTENERGY CORP COM 292521 7302 0 100
110122108 110122108 BRISTOL-MYERS SQUIBB CO COM 466986 6738 0 100
539830109 539830109 LOCKHEED MARTIN CORP COM 307254 650 0 100
46435G425 46435G425 ISHARES TR ESG AWR MSCI USA 514604 5689 0 100
33735K108 33735K108 FIRST TRUST LRGCP GWT ALPHAD COM SHS 357706 3845 0 100
46090E103 46090E103 INVESCO QQQ TR UNIT SER 1 487459 1519 0 100
921937819 921937819 VANGUARD BD INDEX FDS INTERMED TERM 201029 2620 0 100
91324P102 91324P102 UNITEDHEALTH GROUP INC COM 550679 1165 0 100
33735B108 33735B108 FIRST TR MID CAP CORE ALPHAD COM SHS 585494 6508 0 100
78467Y107 78467Y107 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 17010389 37107 0 100
46429B655 46429B655 ISHARES TR FLTG RATE NT ETF 312243 6197 0 100
00287Y109 00287Y109 ABBVIE INC COM 1890911 11865 0 100
20030N101 20030N101 COMCAST CORP NEW CL A 328177 8657 0 100
375558103 375558103 GILEAD SCIENCES INC COM 361412 4356 0 100
609207105 609207105 MONDELEZ INTL INC CL A 450784 6466 0 100
92206C680 92206C680 VANGUARD SCOTTSDALE FDS VNG RUS1000GRW 1199964 19080 0 100
78463V107 78463V107 SPDR GOLD TR GOLD SHS 220004 1201 0 100
464287721 464287721 ISHARES TR U.S. TECH ETF 297179 3202 0 100
31620M106 31620M106 FIDELITY NATL INFORMATION SV COM 803270 14785 0 100
921946406 921946406 VANGUARD WHITEHALL FDS HIGH DIV YLD 405148 3840 0 100
33737M102 33737M102 FIRST TR EXCHANGE-TRADED ALP MID CP GR ALPH 211682 3558 0 100
808524706 808524706 SCHWAB STRATEGIC TR EMRG MKTEQ ETF 535588 21843 0 100
33734K109 33734K109 FIRST TR LRGE CP CORE ALPHA COM SHS 854450 10614 0 100
G46188101 G46188101 HORIZON THERAPEUTICS PUB L SHS 1628587 14922 0 100
G29183103 G29183103 EATON CORP PLC SHS 847305 4945 0 100
09247X101 09247X101 BLACKROCK INC COM 389991 583 0 100
81369Y803 81369Y803 SELECT SECTOR SPDR TR TECHNOLOGY 272893 1807 0 100
244199105 244199105 DEERE & CO COM 437988 1061 0 100
150870103 150870103 CELANESE CORP DEL COM 221245 2032 0 100
92556H206 92556H206 PARAMOUNT GLOBAL CLASS B COM 218268 9783 0 100
464287804 464287804 ISHARES TR CORE S&P SCP ETF 4407937 45584 0 100
17275R102 17275R102 CISCO SYS INC COM 1196815 22895 0 100
127387108 127387108 CADENCE DESIGN SYSTEM INC COM 271646 1293 0 100
78464A375 78464A375 SPDR SER TR PORTFOLIO INTRMD 1932391 59476 0 100
92826C839 92826C839 VISA INC COM CL A 1225632 5436 0 100
33739P301 33739P301 FIRST TR EXCH TRADED FD III MUNI HI INCM ETF 258071 5504 0 100
33738R506 33738R506 FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV 305231 6803 0 100
149123101 149123101 CATERPILLAR INC COM 921729 4028 0 100
744320102 744320102 PRUDENTIAL FINL INC COM 491290 5938 0 100
024061103 024061103 AMERICAN AXLE & MFG HLDGS IN COM 238119 30489 0 100
92936U109 92936U109 WP CAREY INC COM 395002 5100 0 100
713448108 713448108 PEPSICO INC COM 1341818 7360 0 100
580135101 580135101 MCDONALDS CORP COM 1726581 6175 0 100
808524771 808524771 SCHWAB STRATEGIC TR SCHWAB FDT US LG 213768 3892 0 100
46429B697 46429B697 ISHARES TR MSCI USA MIN VOL 227412 3126 0 100
464287226 464287226 ISHARES TR CORE US AGGBD ET 3046879 30579 0 100
023135106 023135106 AMAZON COM INC COM 1399588 13550 0 100
254687106 254687106 DISNEY WALT CO COM 263242 2629 0 100
46434G103 46434G103 ISHARES INC CORE MSCI EMKT 275579 5648 0 100
02209S103 02209S103 ALTRIA GROUP INC COM 1322690 29643 0 100
921908844 921908844 VANGUARD SPECIALIZED FUNDS DIV APP ETF 677298 4398 0 100
369550108 369550108 GENERAL DYNAMICS CORP COM 320344 1404 0 100
693475105 693475105 PNC FINL SVCS GROUP INC COM 267683 2106 0 100
037833100 037833100 APPLE INC COM 7601979 46101 0 100
11135F101 11135F101 BROADCOM INC COM 468533 730 0 100
464287606 464287606 ISHARES TR S&P MC 400GR ETF 239064 3343 0 100
464287200 464287200 ISHARES TR CORE S&P500 ETF 2037706 4957 0 100
922908769 922908769 VANGUARD INDEX FDS TOTAL STK MKT 543455 2663 0 100
87283Q206 87283Q206 T ROWE PRICE ETF INC PRICE EQT INCOME 380675 11361 0 100
002824100 002824100 ABBOTT LABS COM 1229894 12146 0 100
33735J101 33735J101 FIRST TR LRG CP VL ALPHADEX COM SHS 3888813 58570 0 100
75513E101 75513E101 RAYTHEON TECHNOLOGIES CORP COM 295436 3017 0 100
33733C108 33733C108 FIRST TR MULTI CP VAL ALPHA SHS ISSUED FRST 257192 3691 0 100
46432F842 46432F842 ISHARES TR CORE MSCI EAFE 1370789 20505 0 100
33733E104 33733E104 FIRST TR EXCHANGE-TRADED FD CAP STRENGTH ETF 34096123 467454 0 100
46090F100 46090F100 INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD 300413 21126 0 100
369604301 369604301 GENERAL ELECTRIC CO COM NEW 759109 7940 0 100
166764100 166764100 CHEVRON CORP NEW COM 1533121 9396 0 100
87283Q107 87283Q107 T ROWE PRICE ETF INC PRICE BLUE CHIP 2250002 93828 0 100
98389B100 98389B100 XCEL ENERGY INC COM 213145 3161 0 100
22822V101 22822V101 CROWN CASTLE INC COM 363754 2718 0 100
46434V613 46434V613 ISHARES TR CORE TOTAL USD 882111 19114 0 100
336917109 336917109 FIRST TR MORNINGSTAR DIVID L SHS 32045269 902684 0 100
337345102 337345102 FIRST TR NASDAQ 100 TECH IND SHS 28961902 221913 0 100
92206C409 92206C409 VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD 1236267 16218 0 100
931142103 931142103 WALMART INC COM 978746 6638 0 100
345370860 345370860 FORD MTR CO DEL COM 285821 22684 0 100
922042858 922042858 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 301078 7452 0 100
33733F101 33733F101 FIRST TR MULTI CAP GROWTH AL COM SHS 2826978 28867 0 100
464288877 464288877 ISHARES TR EAFE VALUE ETF 326217 6722 0 100
58933Y105 58933Y105 MERCK & CO INC COM 909696 8551 0 100
36266G107 36266G107 GE HEALTHCARE TECHNOLOGIES I COMMON STOCK 224106 2732 0 100
33738R605 33738R605 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 205477 4558 0 100
33734H106 33734H106 FIRST TR VALUE LINE DIVID IN SHS 6325098 157497 0 100
464287507 464287507 ISHARES TR CORE S&P MCP ETF 3371044 13476 0 100
464288638 464288638 ISHARES TR ISHS 5-10YR INVT 1157100 22564 0 100
922908363 922908363 VANGUARD INDEX FDS S&P 500 ETF SHS 328926 875 0 100
33740F805 33740F805 FIRST TR EXCHNG TRADED FD VI TCW OPPORTUNIS 2742859 60871 0 100
83088M102 83088M102 SKYWORKS SOLUTIONS INC COM 449279 3808 0 100
92343V104 92343V104 VERIZON COMMUNICATIONS INC COM 603661 15522 0 100
17259U204 17259U204 CION INVT CORP COM 249330 25261 0 100
33734X200 33734X200 FIRST TR EXCHANGE TRADED FD DJ GLBL DIVID 397277 17968 0 100
81369Y209 81369Y209 SELECT SECTOR SPDR TR SBI HEALTHCARE 486285 3756 0 100
67066G104 67066G104 NVIDIA CORPORATION COM 1809149 6513 0 100
717081103 717081103 PFIZER INC COM 658285 16134 0 100
02079K107 02079K107 ALPHABET INC CAP STK CL C 776984 7471 0 100
30231G102 30231G102 EXXON MOBIL CORP COM 1355850 12364 0 100
20825C104 20825C104 CONOCOPHILLIPS COM 626389 6314 0 100
194162103 194162103 COLGATE PALMOLIVE CO COM 415946 5535 0 100
72201R775 72201R775 PIMCO ETF TR ACTIVE BD ETF 2630862 28364 0 100

No more available investment products in the available period

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