Kowal Investment Group

Latest statistics and disclosures from Kowal Investment Group's latest quarterly 13F-HR filing:

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Positions held by Kowal Investment Group, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Kowal Investment Group

Companies in the Kowal Investment Group portfolio as of the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
First Tr Exchange-traded Cap Strength Etf (FTCS) 21.2 $46M 672k 67.84
First Tr Value Line Divid In SHS (FVD) 16.3 $35M 984k 35.60
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD) 15.7 $34M 624k 54.26
First Tr Exchange Traded Intl Equity Opp (FPXI) 10.2 $22M 312k 70.25
Ishares Tr Core S&p Scp Etf (IJR) 7.4 $16M 159k 99.86
First Tr Lrg Cp Vl Alphadex Com Shs (FTA) 2.8 $6.0M 104k 57.64
First Tr Exchange Traded Tech Alphadex (FXL) 2.5 $5.4M 47k 115.53
Apple (AAPL) 2.1 $4.6M 35k 128.79
First Tr Multi Cap Growth Al Com Shs (FAD) 1.0 $2.1M 19k 109.96
Wec Energy Group (WEC) 0.9 $2.0M 24k 85.27
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB) 0.9 $2.0M 35k 56.74
Microsoft Corporation (MSFT) 0.7 $1.5M 6.9k 214.99
Fidelity National Information Services (FIS) 0.7 $1.4M 11k 133.59
At&t (T) 0.6 $1.4M 48k 28.74

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Procter & Gamble Company (PG) 0.5 $1.2M 8.6k 137.06
Generac Holdings (GNRC) 0.5 $1.0M 4.0k 259.17
Facebook Cl A (FB) 0.5 $1.0M 4.1k 251.04
Altria (MO) 0.5 $1.0M 25k 40.91
Fiserv (FISV) 0.5 $992k 8.9k 111.25
Amazon (AMZN) 0.5 $971k 311.00 3122.19
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.4 $914k 2.6k 348.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $894k 3.8k 232.99
Johnson & Johnson (JNJ) 0.4 $893k 5.7k 158.05
Chevron Corporation (CVX) 0.4 $843k 9.0k 93.31
First Tr Exch Traded Fd Iii Rivr Frnt Dyn (RFEM) 0.4 $824k 11k 72.52
First Tr Lrge Cp Core Alpha Com Shs (FEX) 0.4 $812k 11k 76.85
McDonald's Corporation (MCD) 0.4 $788k 3.7k 211.60
Philip Morris International (PM) 0.4 $767k 9.5k 81.11
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT) 0.3 $729k 12k 58.57
JPMorgan Chase & Co. (JPM) 0.3 $722k 5.1k 140.30
Eaton Corp SHS (ETN) 0.3 $709k 5.5k 128.42
EXACT Sciences Corporation (EXAS) 0.3 $709k 4.8k 148.36
First Tr Multi Cp Val Alpha Shs Issued Frst (FAB) 0.3 $675k 11k 61.89
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $661k 3.3k 198.68
Abbott Laboratories (ABT) 0.3 $645k 5.9k 108.77
First Tr Exchange-traded Multi Asset Di (MDIV) 0.3 $641k 42k 15.33
General Electric Company (GE) 0.3 $595k 51k 11.78
Skyworks Solutions (SWKS) 0.3 $586k 3.7k 158.16
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $583k 1.5k 379.06
T Rowe Price Etf Price Blue Chip (TCHP) 0.3 $568k 20k 27.85
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.3 $560k 5.3k 106.34
Visa Com Cl A (V) 0.3 $542k 2.6k 208.86
Alphabet Cap Stk Cl A (GOOGL) 0.2 $511k 294.00 1738.10
Kimberly-Clark Corporation (KMB) 0.2 $505k 3.9k 130.29
Wal-Mart Stores (WMT) 0.2 $500k 3.4k 149.08
First Tr Exch Trd Alphdx Europe Alphadex (FEP) 0.2 $479k 12k 39.45
Alphabet Cap Stk Cl C (GOOG) 0.2 $473k 271.00 1745.39
Abbvie (ABBV) 0.2 $466k 4.2k 109.85
Mondelez Intl Cl A (MDLZ) 0.2 $462k 8.1k 57.31
First Tr Exchange Traded Dj Glbl Divid (FGD) 0.2 $442k 19k 23.37
Walt Disney Company (DIS) 0.2 $401k 2.3k 176.11
Rockwell Automation (ROK) 0.2 $396k 1.5k 265.42
Ishares Tr Core Msci Eafe (IEFA) 0.2 $391k 5.5k 71.05
Home Depot (HD) 0.2 $383k 1.4k 276.33
Cisco Systems (CSCO) 0.2 $380k 8.3k 45.83
Verizon Communications (VZ) 0.2 $376k 6.6k 57.33
Ishares Tr Msci Usa Min Vol (USMV) 0.2 $374k 5.5k 67.66
First Tr Exch Traded Fd Iii Ultra Sht Dur Mu (FUMB) 0.2 $373k 19k 20.15
Merck & Co (MRK) 0.2 $350k 4.2k 83.08
Colgate-Palmolive Company (CL) 0.2 $339k 4.1k 82.28
Pepsi (PEP) 0.2 $332k 2.4k 141.28
First Tr Exchange-traded Fst Low Oppt Eft (LMBS) 0.2 $328k 6.4k 51.50
Walgreen Boots Alliance (WBA) 0.1 $313k 6.5k 48.01
Comcast Corp Cl A (CMCSA) 0.1 $296k 5.9k 50.08
3M Company (MMM) 0.1 $287k 1.7k 166.38
Exxon Mobil Corporation (XOM) 0.1 $282k 5.9k 47.88
Paypal Holdings (PYPL) 0.1 $275k 1.2k 237.27
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.1 $273k 5.6k 48.79
Ishares Tr Core Us Aggbd Et (AGG) 0.1 $272k 2.3k 116.79
Halliburton Company (HAL) 0.1 $271k 12k 22.15
UnitedHealth (UNH) 0.1 $258k 721.00 357.84
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.1 $257k 4.7k 55.07
First Tr Exchange-traded Ny Arca Biotech (FBT) 0.1 $248k 1.4k 176.14
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $247k 2.6k 94.85
Ishares Tr Core S&p Mcp Etf (IJH) 0.1 $247k 1.0k 244.55
Illinois Tool Works (ITW) 0.1 $245k 1.2k 209.58
Viacomcbs CL B (VIAC) 0.1 $239k 5.7k 41.81
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $239k 2.6k 91.99
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI) 0.1 $233k 4.3k 54.01
Intel Corporation (INTC) 0.1 $231k 4.3k 53.35
Ishares Tr S&p Mc 400gr Etf (IJK) 0.1 $227k 3.0k 76.92
Allstate Corporation (ALL) 0.1 $223k 2.0k 109.85
Ishares Tr Core S&p500 Etf (IVV) 0.1 $214k 563.00 380.11
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.1 $208k 4.9k 42.19
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $203k 1.9k 109.61
Pfizer (PFE) 0.1 $201k 5.4k 37.15
Target Corporation (TGT) 0.1 $201k 1.0k 199.40
Old Republic International Corporation (ORI) 0.1 $194k 10k 18.79
American Axle & Manufact. Holdings (AXL) 0.1 $182k 20k 9.29
Therapeuticsmd (TXMD) 0.0 $100k 73k 1.37

Past Filings by Kowal Investment Group

SEC 13F filings are viewable for Kowal Investment Group going back to 2020