Top 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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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