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Kowal Investment Group, Llc

Portfolio Manager
Kowal Investment Group, Llc
Performance
0% (N/A)
AUM (13F)
$543.57M
# of Holdings
200
Performance Rank
N/A
Allocation (Top 20)
N/A

Kowal Investment Group, Llc Holdings Map

Top 50 Kowal Investment Group, Llc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
FBND
FIDELITY MERRIMACK STR TR
17.93%2.09M$97.5M
-0.05%(-1.15K)
2023-Q3: 2.09M shares2023-Q4: 2.09M shares2024-Q1: 2.14M shares2024-Q2: 2.09M shares2024-Q3: 2.09M shares2024-09-30
BBUS
J P MORGAN EXCHANGE TRADED F
9.44%495.5K$51.3Mnew2024-Q3: 495.5K shares2024-09-30
FDL
FIRST TR MORNINGSTAR DIVID L
6.55%848.7K$35.6M
-1.04%(-8.93K)
2023-Q3: 1.08M shares2023-Q4: 1.08M shares2024-Q1: 1.08M shares2024-Q2: 857.6K shares2024-Q3: 848.7K shares2024-09-30
QTEC
FIRST TR NASDAQ 100 TECH IND
6.15%174.6K$33.4M
-1.66%(-2.95K)
2023-Q3: 218.8K shares2023-Q4: 215.6K shares2024-Q1: 209.3K shares2024-Q2: 177.6K shares2024-Q3: 174.6K shares2024-09-30
FBCG
FIDELITY COVINGTON TRUST
5.01%636.5K$27.2M
-3.55%(-23.42K)
2024-Q1: 18.7K shares2024-Q2: 660.0K shares2024-Q3: 636.5K shares2024-09-30
MDY
SPDR S&P MIDCAP 400 ETF TR
4.52%43.1K$24.6M
+2.39%(+1.01K)
2023-Q3: 40.7K shares2023-Q4: 42.4K shares2024-Q1: 42.6K shares2024-Q2: 42.1K shares2024-Q3: 43.1K shares2024-09-30
ZECP
ZACKS TRUST
2.77%488.3K$15.1M
+53.14%(+169.45K)
2023-Q3: 71.8K shares2023-Q4: 91.3K shares2024-Q1: 123.1K shares2024-Q2: 318.9K shares2024-Q3: 488.3K shares2024-09-30
SPY
SPDR S&P 500 ETF TR
2.36%22.3K$12.8M
-5.08%(-1.20K)
2023-Q3: 22.9K shares2023-Q4: 25.1K shares2024-Q1: 23.8K shares2024-Q2: 23.5K shares2024-Q3: 22.3K shares2024-09-30
AAPL
APPLE INC
2.11%49.3K$11.5M
+3.92%(+1.86K)
2023-Q3: 44.6K shares2023-Q4: 46.2K shares2024-Q1: 46.8K shares2024-Q2: 47.5K shares2024-Q3: 49.3K shares2024-09-30
FMB
FIRST TR EXCHANGE-TRADED FD
1.84%192.2K$10.0M
-0.55%(-1.07K)
2023-Q3: 203.7K shares2023-Q4: 219.3K shares2024-Q1: 221.2K shares2024-Q2: 193.2K shares2024-Q3: 192.2K shares2024-09-30

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