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  Name: Kowal Investment Group LLC
  City: WAUKESHA
  State: WI
  Zip: 53188
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $462,741,000
  Total Value Change : $34,239,000
  Securities Held Change : 17
   
All Securities Held : 178
  New Positions : 22
  Closed Positions : 8
  Increased Positions : 101
  Unchanged Positions : 6
  Decreased Positions : 49

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Holdings Found : 8     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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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
   (WLTW)1 Year Chart         WLTW Willis Towers Watson Public... 181 Closed $252.96 $0 0 0% -986,000 -4,087 0    Insurance Brokers
   (AOA)1 Year Chart         AOA iShares Trust 180 Closed $72.76 $0 0 0% -232,000 -3,354 0    Closed - End Fund - Debt
   (BND)1 Year Chart         BND Vanguard Total Bond Market ETF 186 Closed $71.39 $0 0 0% -311,000 -4,223 0    Closed - End Fund - E...
   (AOM)1 Year Chart         AOM iShares Trust 179 Closed $42.17 $0 0 0% -321,000 -7,736 0    Closed - End Fund - Debt
   (IWF)1 Year Chart         IWF iShares Russell 1000 Growth 185 Closed $335.19 $0 0 0% -1,068,000 -3,523 0    Closed - End Fund - E...
   (SPLV)1 Year Chart         SPLV Powershares S&Amp;P 500 Low... 184 Closed $64.82 $0 0 0% -876,000 -13,986 0    N/A
   (VONG)1 Year Chart         VONG Vanguard Russell 1000 Growt... 183 Closed $86.23 $0 0 0% -207,000 -2,659 0    N/A
   (INTC)1 Year Chart         INTC Intel Corp 182 Closed $30.00 $0 0 0% -217,000 -4,320 0    Semiconductor- Broad...

      8 Records Found
  1    
Page 1 of 1
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