Kowal Investment Group, LLC
CIK Number: 0001846786
543.57M
Market Value
197
# of Holdings
9 months
Avg. Holding Period
72.41%
Win Rate
21.04%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | FBND | Fidelity Merrim... | 45.81 | -0.36% | 2.09M | -0.05% | 97.46M | 45.17 | 17.93% |
| 2 | BBUS | J P Morgan Exch... | 104.21 | -1.31% | 495.55K | +100.00% | 51.33M | 103.58 | 9.44% |
| 3 | FDL | First Tr Mornin... | 42.91 | -2.1% | 848.68K | -1.04% | 35.6M | 35.4 | 6.55% |
| 4 | QTEC | First Tr Nasdaq... | 186.35 | -0.02% | 174.64K | -1.66% | 33.41M | 111.82 | 6.15% |
| 5 | FBCG | Fidelity Coving... | 43.62 | -0.09% | 636.55K | -3.55% | 27.23M | 42.5 | 5.01% |
| 6 | MDY | Spdr S&P Midcap... | 544.49 | -1.52% | 43.1K | +2.39% | 24.55M | 450.86 | 4.52% |
| 7 | SMIZ | Zacks Trust | 31.06 | -1.15% | 488.33K | +53.14% | 15.06M | 28.6 | 2.77% |
| 8 | SPY | Spdr S&P 500 Et... | 576.57 | -1.23% | 22.33K | -5.08% | 12.81M | 416.92 | 2.36% |
| 9 | AAPL | Apple Inc | 236.06 | -0.83% | 49.33K | +3.92% | 11.49M | 143.11 | 2.11% |
| 10 | FMB | First Tr Exchan... | 51.30 | -0.26% | 192.16K | -0.55% | 9.98M | 53.62 | 1.84% |
| 11 | NVDA | Nvidia Corporat... | 116.08 | +1.77% | 73.01K | -0.08% | 8.87M | 32.18 | 1.63% |
| 12 | MUB | Ishares Tr | 106.98 | -0.31% | 73.49K | -6.75% | 7.98M | 108.14 | 1.47% |
| 13 | MSFT | Microsoft Corp | 388.60 | +0.03% | 18.08K | +1.32% | 7.78M | 286.97 | 1.43% |
| 14 | FXL | First Tr Exchan... | 141.12 | -0.02% | 50.15K | -1.47% | 6.95M | 110.7 | 1.28% |
| 15 | IEFA | Ishares Tr | 76.28 | -0.11% | 83.7K | +23.69% | 6.53M | 70.78 | 1.20% |
| 16 | AGG | Ishares Tr | 98.92 | -0.24% | 61.53K | +16.75% | 6.23M | 101.3 | 1.15% |
| 17 | DGRO | Ishares Tr | 62.60 | -1.67% | 65.42K | +7.23% | 4.1M | 57.94 | 0.75% |
| 18 | FTA | First Tr Lrg Cp... | 76.39 | -1.24% | 49.73K | +0.37% | 3.94M | 55.1 | 0.72% |
| 19 | WEC | Wec Energy Grou... | 105.52 | -2.62% | 40.33K | -0.09% | 3.88M | 90.8 | 0.71% |
| 20 | IJH | Ishares Tr | 59.58 | -1.52% | 59.84K | -6.92% | 3.73M | 50.71 | 0.69% |
| 21 | AMZN | Amazon Com Inc | 203.76 | -0.61% | 19.47K | +5.74% | 3.63M | 157.7 | 0.67% |
| 22 | FAD | First Tr Multi ... | 134.24 | -1.2% | 26.85K | -1.2% | 3.59M | 98.48 | 0.66% |
| 23 | FVD | First Tr Value ... | 44.67 | -1.42% | 77.63K | -0.79% | 3.53M | 36.32 | 0.65% |
| 24 | ABBV | Abbvie Inc | 208.11 | -1.59% | 16.19K | +7.86% | 3.2M | 153.16 | 0.59% |
| 25 | FTCS | First Tr Exchan... | 90.00 | -1.48% | 34.72K | -94.31% | 3.15M | 72.61 | 0.58% |
| 26 | EFG | Ishares Tr | 103.96 | +0.07% | 28.55K | +0.59% | 3.07M | 96.17 | 0.57% |
| 27 | GOOGL | Alphabet Inc | 170.88 | +2.32% | 17.01K | +1.70% | 2.82M | 122.97 | 0.52% |
| 28 | SCHE | Schwab Strategi... | 27.18 | +0.83% | 96.14K | +20.74% | 2.81M | 25.55 | 0.52% |
| 29 | PG | Procter And Gam... | 173.03 | -1.46% | 16.14K | +1.80% | 2.79M | 144.14 | 0.51% |
| 30 | META | Meta Platforms ... | 639.38 | -2.39% | 4.85K | +5.96% | 2.78M | 329.05 | 0.51% |
| 31 | CMF | Ishares Tr | 57.13 | -0.23% | 46.82K | +4.58% | 2.72M | 56.71 | 0.50% |
| 32 | VMBS | Vanguard Scotts... | 46.25 | -0.34% | 53.8K | +16.78% | 2.54M | 45.51 | 0.47% |
| 33 | VGSH | Vanguard Scotts... | 58.49 | +0.03% | 41.58K | +20.87% | 2.45M | 57.98 | 0.45% |
| 34 | IJR | Ishares Tr | 107.56 | -1.49% | 20.85K | -3.44% | 2.44M | 100.64 | 0.45% |
| 35 | SPIB | Spdr Ser Tr | 33.20 | -0.06% | 72.02K | +24.17% | 2.43M | 32.16 | 0.45% |
| 36 | SPHD | Invesco Exch Tr... | 49.65 | -1.87% | 47.37K | -2.89% | 2.4M | 42.27 | 0.44% |
| 37 | VCSH | Vanguard Scotts... | 78.72 | +0.02% | 28.39K | +31.84% | 2.26M | 77.91 | 0.41% |
| 38 | JPM | Jpmorgan Chase ... | 249.97 | -4.09% | 10.52K | +1.95% | 2.22M | 135.87 | 0.41% |
| 39 | AVGO | Broadcom Inc | 187.63 | +0.14% | 11.83K | +1.1K% | 2.04M | 89.63 | 0.38% |
| 40 | BOND | Pimco Etf Tr | 92.39 | -0.37% | 21.07K | +0.83% | 1.99M | 91.7 | 0.37% |
| 41 | IGF | Ishares Tr | 53.16 | -0.1% | 36.14K | +0.48% | 1.97M | 46.58 | 0.36% |
| 42 | USB | Us Bancorp Del | 44.57 | -3.61% | 42.69K | -3.79% | 1.95M | 39.2 | 0.36% |
| 43 | MUNI | Pimco Etf Tr | 52.24 | -0.24% | 34.68K | -0.48% | 1.84M | 51.1 | 0.34% |
| 44 | HD | Home Depot Inc | 381.61 | -2.07% | 4.53K | +8.84% | 1.84M | 318.26 | 0.34% |
| 45 | CAT | Caterpillar Inc | 326.58 | -1.64% | 4.35K | +2.98% | 1.7M | 217.29 | 0.31% |
| 46 | FHLC | Fidelity Coving... | 69.50 | -0.93% | 23.34K | -0.91% | 1.7M | 64.69 | 0.31% |
| 47 | MCD | Mcdonalds Corp | 305.58 | +0.42% | 5.58K | -5.89% | 1.7M | 231.61 | 0.31% |
| 48 | JNJ | Johnson & Johns... | 165.47 | -1.08% | 10.34K | +4.56% | 1.68M | 162.7 | 0.31% |
| 49 | ETN | Eaton Corp Plc | 278.90 | +0.16% | 4.98K | +0.12% | 1.65M | 122.47 | 0.30% |
| 50 | XOM | Exxon Mobil Cor... | 107.52 | -0.22% | 13.82K | -0.04% | 1.62M | 75.63 | 0.30% |
| 51 | EEM | Ishares Tr | 43.18 | +0.82% | 34.29K | +1.35% | 1.57M | 39.96 | 0.29% |
| 52 | WMT | Walmart Inc | 94.73 | -2.93% | 19.31K | -12.43% | 1.56M | 50.83 | 0.29% |
| 53 | PZA | Invesco Exch Tr... | 23.63 | -0.34% | 63.36K | -1.16% | 1.53M | 23.54 | 0.28% |
| 54 | BRK-B | Berkshire Hatha... | 495.56 | -2.85% | 3.29K | -1.02% | 1.52M | 239.15 | 0.28% |
| 55 | V | Visa Inc | 351.93 | -2.73% | 5.33K | -1.82% | 1.47M | 213.6 | 0.27% |
| 56 | T | At&T Inc | 26.20 | -5.5% | 65.66K | -1.35% | 1.44M | 20.43 | 0.27% |
| 57 | GE | Ge Aerospace | 198.77 | -1.58% | 7.23K | -5.32% | 1.36M | 47.75 | 0.25% |
| 58 | LLY | Eli Lilly & Co | 910.79 | -2.04% | 1.53K | +18.96% | 1.36M | 573.15 | 0.25% |
| 59 | BIL | Spdr Ser Tr | 91.45 | +0.01% | 14.61K | +21.01% | 1.34M | 91.49 | 0.25% |
| 60 | IVV | Ishares Tr | 579.29 | -1.28% | 2.31K | -6.84% | 1.34M | 423.54 | 0.25% |
| 61 | CVX | Chevron Corp Ne... | 151.99 | -0.72% | 9.02K | -19.83% | 1.33M | 131.81 | 0.24% |
| 62 | PEP | Pepsico Inc | 154.10 | -1.21% | 7.75K | -8.66% | 1.32M | 167.23 | 0.24% |
| 63 | PH | Parker-Hannifin... | 623.94 | -4.09% | 2.06K | +24.37% | 1.3M | 526.64 | 0.24% |
| 64 | ABT | Abbott Labs | 137.65 | -1.83% | 11.35K | +0.44% | 1.29M | 113.41 | 0.24% |
| 65 | CSCO | Cisco Sys Inc | 63.22 | -0.41% | 24.14K | +1.03% | 1.28M | 48.29 | 0.24% |
| 66 | MRK | Merck & Co Inc | 92.58 | -0.62% | 10.36K | +3.77% | 1.18M | 95.79 | 0.22% |
| 67 | MET | Metlife Inc | 81.54 | -4.85% | 13.96K | +4.55% | 1.15M | 68.56 | 0.21% |
| 68 | MO | Altria Group In... | 56.34 | -1.69% | 22.04K | -5.76% | 1.12M | 42.32 | 0.21% |
| 69 | PM | Philip Morris I... | 153.91 | -3.07% | 9.15K | -0.01% | 1.11M | 87.29 | 0.20% |
| 70 | KO | Coca Cola Co | 70.06 | -3.13% | 15.42K | -7.66% | 1.11M | 58.26 | 0.20% |
| 71 | FEX | First Tr Lrge C... | 103.32 | -1.91% | 10.23K | +0.04% | 1.07M | 73.53 | 0.20% |
| 72 | GOOG | Alphabet Inc | 172.60 | +2.34% | 6.31K | -2% | 1.05M | 98.4 | 0.19% |
| 73 | FI | Fiserv Inc | 223.82 | -5.87% | 5.76K | -1.08% | 1.03M | 113.24 | 0.19% |
| 74 | QCOM | Qualcomm Inc | 154.31 | +0.45% | 6.05K | +20.97% | 1.03M | 163.95 | 0.19% |
| 75 | FIS | Fidelity Natl I... | 69.87 | -3.23% | 12.03K | -0.71% | 1.01M | 117.4 | 0.19% |
| 76 | ONEQ | Fidelity Comwlt... | 71.97 | -0.33% | 14.01K | +100.00% | 1M | 71.6 | 0.18% |
| 77 | AMAT | Applied Matls I... | 152.96 | +0.55% | 4.87K | +21.98% | 983.38K | 176.54 | 0.18% |
| 78 | GD | General Dynamic... | 250.58 | -1.36% | 3.11K | +2.00% | 939.71K | 239.46 | 0.17% |
| 79 | LMT | Lockheed Martin... | 448.90 | -0.67% | 1.6K | +30.91% | 938.24K | 478.74 | 0.17% |
| 80 | COST | Costco Whsl Cor... | 1036.25 | -1.01% | 1.02K | -2.3% | 904.85K | 555.71 | 0.17% |
| 81 | TSLA | Tesla Inc | 272.04 | -4.43% | 3.4K | -16.6% | 888.41K | 239.97 | 0.16% |
| 82 | UNH | Unitedhealth Gr... | 474.77 | +1.65% | 1.49K | +27.29% | 870.02K | 478.8 | 0.16% |
| 83 | PRU | Prudential Finl... | 109.53 | -3.49% | 7.09K | -0.14% | 858.24K | 104.3 | 0.16% |
| 84 | SO | Southern Co | 89.94 | -1% | 9.5K | +3.71% | 856.38K | 71.68 | 0.16% |
| 85 | ORCL | Oracle Corp | 157.25 | -2.94% | 4.95K | +13.44% | 844.18K | 107.48 | 0.16% |
| 86 | VZ | Verizon Communi... | 42.87 | -2.29% | 18.4K | +2.39% | 826.4K | 46.21 | 0.15% |
| 87 | FIXD | First Tr Exchng... | 43.98 | -0.28% | 18.09K | -6.09% | 818.15K | 54.16 | 0.15% |
| 88 | FNX | First Tr Mid Ca... | 112.09 | -0.1% | 6.44K | -6.69% | 754.39K | 88.57 | 0.14% |
| 89 | COP | Conocophillips | 90.61 | -2.18% | 7.11K | +5.57% | 748.52K | 108.03 | 0.14% |
| 90 | ANET | Arista Networks... | 85.23 | -0.9% | 1.86K | +35.83% | 715.82K | 84.75 | 0.13% |
| 91 | QQQ | Invesco Qqq Tr | 495.33 | -0.35% | 1.46K | -3.56% | 713.06K | 317.23 | 0.13% |
| 92 | BLK | Blackrock Inc | 951.29 | -1.57% | 731 | -0.27% | 694.52K | 653.26 | 0.13% |
| 93 | NOW | Servicenow Inc | 906.27 | -0.44% | 775 | +196.93% | 693.25K | 831.27 | 0.13% |
| 94 | GSLC | Goldman Sachs E... | 113.53 | -1.27% | 6K | +4.68% | 677.42K | 107.22 | 0.12% |
| 95 | BAC | Bank America Co... | 42.56 | -6.58% | 16.36K | +6.65% | 649.37K | 32.48 | 0.12% |
| 96 | BK | Bank New York M... | 85.58 | -3.14% | 8.91K | -1.05% | 640.65K | 46.41 | 0.12% |
| 97 | NFLX | Netflix Inc | 972.07 | -0.17% | 885 | -0.34% | 627.55K | 617.85 | 0.12% |
| 98 | SPOT | Spotify Technol... | 582.76 | -2.85% | 1.69K | +27.86% | 622.45K | 325.76 | 0.11% |
| 99 | IGM | Ishares Tr | 97.20 | -0.04% | 6.4K | +100.00% | 614.4K | 95.94 | 0.11% |
| 100 | IYW | Ishares Tr | 149.95 | +0.03% | 3.99K | -2.35% | 605.42K | 112.09 | 0.11% |
| 101 | CL | Colgate Palmoli... | 91.10 | -1.84% | 5.81K | +4.63% | 602.77K | 85.04 | 0.11% |
| 102 | KMB | Kimberly-Clark ... | 141.23 | -1.48% | 4.21K | +3.38% | 599.67K | 133.27 | 0.11% |
| 103 | PEG | Public Svc Ente... | 81.41 | -0.43% | 6.36K | +6.32% | 567.25K | 61.6 | 0.10% |
| 104 | DOW | Dow Inc | 35.62 | -1.23% | 10.07K | +2.95% | 549.94K | 53.87 | 0.10% |
| 105 | VTI | Vanguard Index ... | 283.95 | -1.31% | 1.94K | +0.10% | 548.17K | 198.16 | 0.10% |
| 106 | PLD | Prologis Inc. | 121.87 | -1.35% | 4.29K | +100.00% | 542.37K | 126.28 | 0.10% |
| 107 | MANH | Manhattan Assoc... | 171.46 | -0.94% | 1.89K | +100.00% | 531.81K | 281.38 | 0.10% |
| 108 | IWO | Ishares Tr | 265.76 | -0.69% | 1.87K | -0.48% | 530.51K | 247.73 | 0.10% |
| 109 | IWF | Ishares Tr | 382.36 | -0.65% | 1.4K | +100.00% | 526.46K | 375.38 | 0.10% |
| 110 | PDBC | Invesco Actvely... | 13.29 | +0.23% | 38.6K | +12.64% | 518.35K | 14.92 | 0.10% |
| 111 | ETWO | E2Open Parent H... | 2.13 | -1.84% | 116.02K | 0.00% | 511.65K | 5.2 | 0.09% |
| 112 | IWR | Ishares Tr | 86.76 | -1.53% | 5.75K | -1.25% | 506.86K | 72.75 | 0.09% |
| 113 | PFE | Pfizer Inc | 25.71 | -2.04% | 17.48K | -7.22% | 505.72K | 38.42 | 0.09% |
| 114 | IBM | International B... | 253.09 | +1.16% | 2.27K | +6.26% | 502.52K | 142.26 | 0.09% |
| 115 | TT | Trane Technolog... | 342.75 | -1.01% | 1.29K | +58.18% | 499.81K | 331.45 | 0.09% |
| 116 | PNC | Pnc Finl Svcs G... | 180.25 | -4.88% | 2.69K | +1.82% | 497.57K | 152.93 | 0.09% |
| 117 | MMM | 3M Co | 145.76 | -4.99% | 3.63K | -0.17% | 495.57K | 92.43 | 0.09% |
| 118 | CRM | Salesforce Inc | 287.15 | -2.02% | 1.77K | +111.96% | 485.03K | 265.45 | 0.09% |
| 119 | XLK | Select Sector S... | 218.47 | -0.09% | 2.13K | -2.07% | 481.75K | 134.14 | 0.09% |
| 120 | GEV | Ge Vernova Inc | 312.68 | -1.04% | 1.88K | +0.43% | 479.87K | 167.89 | 0.09% |
| 121 | INTU | Intuit | 597.84 | -0.54% | 768 | +103.71% | 476.88K | 635.61 | 0.09% |
| 122 | FTC | First Trust Lrg... | 136.28 | -1.85% | 3.47K | +0.06% | 456.42K | 87.94 | 0.08% |
| 123 | CCI | Crown Castle In... | 94.34 | -1.58% | 3.8K | +0.69% | 450.79K | 129.84 | 0.08% |
| 124 | RSG | Republic Svcs I... | 235.57 | -1.69% | 2.24K | +8.62% | 450.54K | 154.05 | 0.08% |
| 125 | AXP | American Expres... | 283.15 | -4.18% | 1.64K | +16.02% | 445.94K | 234.25 | 0.08% |
| 126 | ISRG | Intuitive Surgi... | 557.86 | -1.61% | 889 | +32.10% | 436.74K | 449.61 | 0.08% |
| 127 | VOO | Vanguard Index ... | 530.12 | -1.27% | 803 | +0.25% | 423.54K | 350.55 | 0.08% |
| 128 | XLV | Select Sector S... | 148.22 | -0.91% | 2.75K | +1.44% | 423.12K | 130.83 | 0.08% |
| 129 | RDVY | First Tr Exchan... | 59.25 | -1.81% | 7K | +0.33% | 414.23K | 41.3 | 0.08% |
| 130 | TJX | Tjx Cos Inc New | 121.66 | -1.52% | 3.46K | +15.31% | 407.19K | 98.51 | 0.07% |
| 131 | CMCSA | Comcast Corp Ne... | 35.46 | -1.45% | 9.71K | -1.36% | 405.47K | 45.91 | 0.07% |
| 132 | EME | Emcor Group Inc | 388.22 | -1.9% | 937 | +59.63% | 403.39K | 386.13 | 0.07% |
| 133 | HIG | Hartford Finl S... | 117.10 | -2.23% | 3.37K | +18.59% | 396.76K | 104.54 | 0.07% |
| 134 | ASB | Associated Banc... | 23.50 | -3.01% | 18.3K | +86.38% | 394.11K | 21.38 | 0.07% |
| 135 | XLE | Select Sector S... | 87.00 | -0.93% | 4.39K | -2.7% | 385.49K | 78.08 | 0.07% |
| 136 | PLTR | Palantir Techno... | 84.34 | +1.10% | 10.35K | +100.00% | 384.98K | 37.2 | 0.07% |
| 137 | ITW | Illinois Tool W... | 255.02 | -2.75% | 1.46K | +0.55% | 382.51K | 206.03 | 0.07% |
| 138 | DDOG | Datadog Inc | 115.51 | +2.07% | 3.31K | +100.00% | 380.62K | 115.06 | 0.07% |
| 139 | WPC | Wp Carey Inc | 64.61 | -0.18% | 6.1K | +0.54% | 380.22K | 70.82 | 0.07% |
| 140 | KMI | Kinder Morgan I... | 27.03 | -0.41% | 16.84K | -1.01% | 372.1K | 17.03 | 0.07% |
| 141 | FNDX | Schwab Strategi... | 23.86 | -1.87% | 5.11K | +0.53% | 366.98K | 20.79 | 0.07% |
| 142 | GILD | Gilead Sciences... | 114.85 | -0.98% | 4.36K | -0.48% | 365.83K | 66.46 | 0.07% |
| 143 | HCA | Hca Healthcare ... | 312.31 | +0.33% | 898 | -1.1% | 364.82K | 315.12 | 0.07% |
| 144 | ORI | Old Rep Intl Co... | 37.46 | -3.18% | 10K | 0.00% | 354.2K | 20.25 | 0.07% |
| 145 | IWD | Ishares Tr | 188.59 | -2.01% | 1.86K | +0.38% | 353.63K | 164.62 | 0.07% |
| 146 | SWKS | Skyworks Soluti... | 66.00 | +0.69% | 3.44K | -0.4% | 340.19K | 151.12 | 0.06% |
| 147 | FGD | First Tr Exchan... | 23.55 | +0.04% | 13.78K | +1.15% | 335.42K | 22.08 | 0.06% |
| 148 | SNPS | Synopsys Inc | 445.02 | +0.40% | 648 | -3.71% | 328.14K | 537.83 | 0.06% |
| 149 | MA | Mastercard Inco... | 554.91 | -3.48% | 664 | -0.3% | 327.97K | 434.77 | 0.06% |
| 150 | VEA | Vanguard Tax-Ma... | 51.31 | -0.27% | 5.96K | -9.18% | 314.71K | 46.9 | 0.06% |