Kowal Investment Group, LLC Purchases in Q3 2024

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BBUS
J P Morgan Exchg Traded Fd

ETFs
496K
New
$93.22 - $103.58 $46.2M - $51.3M
496K $51.3M
ZECP
Zacks Tr Earnings Constant Por

ETFs
169K
+ 53.14%
$28.3 - $30.84 $4.8M - $5.23M
488K $15.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.01K
+ 2.39%
$523.84 - $572.02 $528K - $576K
43.1K $24.6M
IEFA
Ishares Tr

ETFs
16K
+ 23.69%
$70.09 - $78.74 $1.12M - $1.26M
83.7K $6.53M
AAPL
Apple Inc.

Technology
1.86K
+ 3.92%
$207.23 - $234.82 $386K - $437K
49.3K $11.5M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.83K
+ 16.75%
$96.25 - $101.98 $850K - $900K
61.5K $6.23M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
14K
New
$63.74 - $73.47 $893K - $1.03M
14K $1M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
16.5K
+ 20.74%
$25.45 - $29.53 $420K - $488K
96.1K $2.81M
ABBV
Abb Vie Inc.

Healthcare
1.18K
+ 7.86%
$163.84 - $199.33 $193K - $235K
16.2K $3.2M
IGM
Ishares Expanded Tech Sector E

ETFs
6.4K
New
$84.03 - $98.62 $538K - $632K
6.4K $614K
DGRO
Ishares Core Dividend Growth E

ETFs
4.41K
+ 7.23%
$57.47 - $62.76 $254K - $277K
65.4K $4.1M
PLD
Prologis, Inc.

Real Estate
4.3K
New
$111.95 - $132.43 $481K - $569K
4.3K $542K
SPIB
Spdr Portfolio Intermediate Te

ETFs
14K
+ 24.17%
$32.36 - $33.78 $454K - $474K
72K $2.43M
MANH
Manhattan Associates Inc

Technology
1.89K
New
$218.59 - $286.0 $413K - $541K
1.89K $531K
IWF
Ishares Russell 1000 Gr ETF

ETFs
1.4K
New
$332.02 - $382.76 $465K - $537K
1.4K $526K
NOW
Service Now, Inc.

Technology
514
+ 196.93%
$730.87 - $937.36 $376K - $482K
775 $693K
META
Meta Platforms, Inc.

Communication Services
273
+ 5.96%
$453.41 - $572.44 $124K - $156K
4.85K $2.78M
PH
Parker Hannifin Corp

Industrials
403
+ 24.37%
$501.01 - $635.92 $202K - $256K
2.06K $1.3M
VGSH
Vanguard

ETFs
7.18K
+ 20.87%
$57.74 - $59.13 $414K - $424K
41.6K $2.45M
AVGO
Broadcom Inc.

Technology
10.8K
+ 1095.85%
$136.27 - $1745.86 $1.48M - $18.9M
11.8K $2.04M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
7.73K
+ 16.78%
$44.9 - $47.55 $347K - $368K
53.8K $2.54M
HD
Home Depot, Inc.

Consumer Cyclical
368
+ 8.84%
$333.64 - $405.2 $123K - $149K
4.53K $1.84M
PLTR
Palantir Technologies Inc.

Technology
10.3K
New
$24.09 - $37.95 $249K - $393K
10.3K $384K
DDOG
Datadog, Inc.

Technology
3.31K
New
$104.97 - $134.56 $347K - $445K
3.31K $380K
LMT
Lockheed Martin Corp

Industrials
379
+ 30.91%
$460.3 - $584.56 $174K - $222K
1.61K $938K
CAT
Caterpillar Inc

Industrials
126
+ 2.98%
$316.8 - $391.12 $39.9K - $49.3K
4.35K $1.7M
FTA
First Tr Large Cap Value

ETFs
181
+ 0.37%
$72.76 - $79.13 $13.2K - $14.3K
49.7K $3.94M
UNH
Unitedhealth Group Inc

Healthcare
319
+ 27.29%
$488.01 - $604.18 $156K - $193K
1.49K $870K
CRM
Salesforce, Inc.

Technology
936
+ 111.96%
$238.42 - $276.53 $223K - $259K
1.77K $485K
CASY
Caseys General Stores Inc

Consumer Cyclical
697
New
$354.52 - $391.16 $247K - $273K
697 $261K
PHM
Pultegroup Inc

Consumer Cyclical
1.81K
New
$103.95 - $144.98 $188K - $262K
1.81K $259K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.09K
New
$103.87 - $117.59 $217K - $246K
2.09K $244K
IGF
Ishares Global Infrastructure

ETFs
173
+ 0.48%
$47.97 - $54.56 $8.3K - $9.44K
36.1K $1.97M
ANET
Arista Networks, Inc.

Technology
492
+ 35.83%
$311.42 - $388.21 $153K - $191K
1.87K $715K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
2.54K
+ 21.01%
$91.42 - $91.82 $232K - $233K
14.6K $1.34M
TT
Trane Technologies PLC

Industrials
473
+ 58.18%
$314.21 - $388.71 $149K - $184K
1.29K $499K
JNJ
Johnson & Johnson

Healthcare
451
+ 4.56%
$145.48 - $167.38 $65.6K - $75.5K
10.3K $1.68M
LHX
L3 Harris Technologies, Inc.

Industrials
970
New
$221.96 - $243.27 $215K - $236K
970 $230K
INTU
Intuit Inc

Technology
391
+ 103.71%
$602.97 - $670.49 $236K - $262K
768 $476K
IUSB
Ishares Core Total Usd Bond Ma

ETFs
4.87K
New
$44.83 - $47.42 $219K - $231K
4.87K $229K
NEE
Nextera Energy Inc

Utilities
2.7K
New
$69.9 - $84.97 $189K - $229K
2.7K $228K
ORCL
Oracle Corp

Technology
587
+ 13.44%
$125.9 - $170.35 $73.9K - $100K
4.95K $843K
AMD
Advanced Micro Devices Inc

Technology
1.36K
New
$128.67 - $183.96 $175K - $250K
1.36K $223K
ACN
Accenture PLC

Technology
629
New
$295.44 - $355.81 $186K - $224K
629 $222K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
1.25K
New
$138.85 - $182.81 $173K - $228K
1.25K $221K
MET
Metlife Inc

Financial Services
607
+ 4.55%
$67.96 - $82.48 $41.3K - $50.1K
14K $1.15M
XEL
Xcel Energy Inc

Utilities
3.29K
New
$52.11 - $65.3 $172K - $215K
3.29K $214K
LNT
Alliant Energy Corp

Utilities
3.53K
New
$50.74 - $60.74 $179K - $214K
3.53K $214K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.71K
New
$111.9 - $124.28 $191K - $212K
1.71K $211K
Activity Summary
Buys All Purchases 119 New Holdings 24 Increased Positions 95 Sells All Sells 75 Reductions 75 Sold out 0 Options Calls 0 Puts 0
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