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| Name: |
Kowal Investment Group LLC |
| City: |
WAUKESHA |
| State: |
WI |
| Zip: |
53188 |
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data |
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| Holdings
Found :
22 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
DGRO |
iShares Core Dividend Growth |
43 |
New |
$57.62 |
$1,618,000 |
27,862 |
0.35% |
1,618,000 |
27,862 |
0.009 |
N/A |
|
|
RSP |
Guggenheim ETF Trust - Gugg... |
53 |
New |
$165.84 |
$1,385,000 |
8,177 |
0.3% |
1,385,000 |
8,177 |
0.003 |
Closed - End Fund - E... |
|
|
VGSH |
Vanguard Scottsdale Funds |
57 |
New |
$57.77 |
$1,308,000 |
22,521 |
0.28% |
1,308,000 |
22,521 |
0.003 |
Closed - End Fund - Debt |
|
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FBCG |
Fidelity Blue Chip Growth ETF |
80 |
New |
$0.00 |
$720,000 |
18,710 |
0.16% |
720,000 |
18,710 |
0.021 |
N/A |
|
|
BIL |
Spdr Brcly Cap 1-3 Mnth Tb |
81 |
New |
$0.00 |
$713,000 |
7,768 |
0.15% |
713,000 |
7,768 |
0.001 |
Closed - End Fund - E... |
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NFLX |
Netflix Inc |
100 |
New |
$612.09 |
$507,000 |
835 |
0.11% |
507,000 |
835 |
0 |
Music & Video Stores |
|
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AXP |
American Express Co |
145 |
New |
$239.14 |
$285,000 |
1,253 |
0.06% |
285,000 |
1,253 |
0 |
Credit Services |
|
|
HIG |
Hartford Financial Services... |
153 |
New |
$101.33 |
$250,000 |
2,424 |
0.05% |
250,000 |
2,424 |
0.001 |
Property & Casualty I... |
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MCK |
McKesson Corp |
158 |
New |
$531.10 |
$239,000 |
445 |
0.05% |
239,000 |
445 |
0 |
Drugs Wholesale |
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ANET |
Arista Networks, Inc. |
160 |
New |
$296.07 |
$236,000 |
815 |
0.05% |
236,000 |
815 |
0 |
Diversified Computer ... |
|
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GEHC |
Ge Healthcare Holding Llc |
163 |
New |
$82.73 |
$230,000 |
2,528 |
0.05% |
230,000 |
2,528 |
0 |
N/A |
|
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TT |
Trane Technologies (Ingerso... |
162 |
New |
$332.92 |
$230,000 |
767 |
0.05% |
230,000 |
767 |
0.001 |
Diversified Machinery |
|
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TRV |
Travelers Companies Inc |
165 |
New |
$219.42 |
$227,000 |
985 |
0.05% |
227,000 |
985 |
0 |
Property & Casualty I... |
|
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JCI |
Johnson Controls Internatio... |
166 |
New |
$65.74 |
$224,000 |
3,425 |
0.05% |
224,000 |
3,425 |
0 |
Conglomerates |
|
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PLD |
ProLogis Inc |
168 |
New |
$108.15 |
$210,000 |
1,609 |
0.05% |
210,000 |
1,609 |
0 |
REIT - Industrial |
|
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AEP |
American Electric Power Co Inc |
170 |
New |
$90.95 |
$207,000 |
2,409 |
0.04% |
207,000 |
2,409 |
0 |
Electric Utilities |
|
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IWP |
iShares Tr Russell MidCap Gr |
169 |
New |
$110.00 |
$207,000 |
1,815 |
0.04% |
207,000 |
1,815 |
0.001 |
Closed - End Fund - E... |
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LIN |
Linde Plc |
171 |
New |
$429.86 |
$204,000 |
439 |
0.04% |
204,000 |
439 |
0 |
N/A |
|
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IJJ |
iShares S&P MC 400/BARRA VL |
174 |
New |
$116.32 |
$200,000 |
1,692 |
0.04% |
200,000 |
1,692 |
0 |
Closed - End Fund - E... |
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TMUS |
T-Mobile Us Inc |
175 |
New |
$164.68 |
$200,000 |
1,226 |
0.04% |
200,000 |
1,226 |
0 |
Wireless Communications |
|
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AMD |
Advanced Micro Devices Inc |
173 |
New |
$152.39 |
$200,000 |
1,110 |
0.04% |
200,000 |
1,110 |
0.003 |
Semiconductor- Broad... |
|
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HBAN |
Huntington Bancshares Inc |
177 |
New |
$14.02 |
$150,000 |
10,752 |
0.03% |
150,000 |
10,752 |
0.001 |
Domestic Regional Banks |
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