StockDriftsStockDriftsTop 50 Kowal Investment Group, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | 17.93% | 2.09M | $97.5M | -0.05%(-1.15K) | — | 2024-09-30 | |
| BBUS | J P MORGAN EXCHANGE TRADED F | 9.44% | 495.5K | $51.3M | new | — | 2024-09-30 | |
| FDL | FIRST TR MORNINGSTAR DIVID L | 6.55% | 848.7K | $35.6M | -1.04%(-8.93K) | — | 2024-09-30 | |
| QTEC | FIRST TR NASDAQ 100 TECH IND | 6.15% | 174.6K | $33.4M | -1.66%(-2.95K) | — | 2024-09-30 | |
| FBCG | FIDELITY COVINGTON TRUST | 5.01% | 636.5K | $27.2M | -3.55%(-23.42K) | — | 2024-09-30 | |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 4.52% | 43.1K | $24.6M | +2.39%(+1.01K) | — | 2024-09-30 | |
| ZECP | ZACKS TRUST | 2.77% | 488.3K | $15.1M | +53.14%(+169.45K) | — | 2024-09-30 | |
| SPY | SPDR S&P 500 ETF TR | 2.36% | 22.3K | $12.8M | -5.08%(-1.20K) | — | 2024-09-30 | |
| AAPL | APPLE INC | 2.11% | 49.3K | $11.5M | +3.92%(+1.86K) | — | 2024-09-30 | |
| FMB | FIRST TR EXCHANGE-TRADED FD | 1.84% | 192.2K | $10.0M | -0.55%(-1.07K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Kowal Investment Group, Llc reports $543.57M in US-listed equity holdings across 200 positions in its most recent 13F filing. Its largest disclosed positions are FBND (17.9%), BBUS (9.4%) and FDL (6.5%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Kowal Investment Group, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1846786). View Kowal Investment Group, Llc’s 13F filings on SEC