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
PANW
Palo Alto Networks Inc

Technology
615
New
$294.18 - $368.01 $181K - $226K
615 $210K
SPOT
Spotify Technology S.A.

Communication Services
368
+ 27.86%
$290.16 - $384.01 $107K - $141K
1.69K $622K
TXN
Texas Instruments Inc

Technology
1.07K
New
$194.6 - $194.6 $207K - $207K
1.07K $207K
LLY
Eli Lilly & CO

Healthcare
244
+ 18.96%
$772.14 - $960.02 $188K - $234K
1.53K $1.36M
EME
Emcor Group, Inc.

Industrials
350
+ 59.63%
$340.22 - $435.6 $119K - $152K
937 $403K
ASB
Associated Banc Corp

Financial Services
8.48K
+ 86.38%
$20.07 - $23.95 $170K - $203K
18.3K $394K
PG
Procter & Gamble CO

Consumer Defensive
286
+ 1.8%
$160.76 - $177.82 $46K - $50.9K
16.1K $2.79M
CMF
Ishares California Muni Bond E

ETFs
2.05K
+ 4.58%
$56.65 - $58.17 $116K - $119K
46.8K $2.72M
EFG
Msci Eafe Growth ETF

ETFs
168
+ 0.59%
$96.84 - $108.77 $16.3K - $18.3K
28.6K $3.07M
CSCO
Cisco Systems, Inc.

Technology
245
+ 1.03%
$44.74 - $53.22 $11K - $13K
24.1K $1.28M
ISRG
Intuitive Surgical Inc

Healthcare
216
+ 32.1%
$416.14 - $494.01 $89.9K - $107K
889 $436K
IBM
International Business Machines Corp

Technology
134
+ 6.26%
$175.1 - $223.38 $23.5K - $29.9K
2.27K $502K
EEM
Ishares Msci Emerging Markets

ETFs
457
+ 1.35%
$40.42 - $46.7 $18.5K - $21.3K
34.3K $1.57M
JPM
Jpmorgan Chase & CO

Financial Services
201
+ 1.95%
$194.9 - $224.8 $39.2K - $45.2K
10.5K $2.22M
PEG
Public Service Enterprise Group Inc

Utilities
378
+ 6.32%
$73.58 - $89.21 $27.8K - $33.7K
6.36K $567K
ABT
Abbott Laboratories

Healthcare
50
+ 0.44%
$100.07 - $118.13 $5K - $5.91K
11.3K $1.29M
AXP
American Express CO

Financial Services
227
+ 16.02%
$225.92 - $271.17 $51.3K - $61.6K
1.64K $445K
HIG
Hartford Financial Services Group, Inc.

Financial Services
529
+ 18.59%
$98.71 - $117.61 $52.2K - $62.2K
3.37K $396K
ETN
Eaton Corp PLC

Industrials
6
+ 0.12%
$272.52 - $333.02 $1.64K - $2K
4.98K $1.65M
BOND
Pimco Active Bond Exchange Tra

ETFs
173
+ 0.83%
$90.01 - $95.32 $15.6K - $16.5K
21.1K $1.99M
PNC
Pnc Financial Services Group, Inc.

Financial Services
48
+ 1.82%
$156.14 - $187.2 $7.49K - $8.99K
2.69K $497K
VZ
Verizon Communications Inc

Communication Services
430
+ 2.39%
$38.89 - $45.0 $16.7K - $19.4K
18.4K $826K
CCI
Crown Castle International Corp

Real Estate
26
+ 0.69%
$95.29 - $120.24 $2.48K - $3.13K
3.8K $450K
AEP
American Electric Power CO Inc

Utilities
383
+ 14.58%
$87.11 - $104.95 $33.4K - $40.2K
3.01K $308K
TJX
Tjx Companies Inc

Consumer Cyclical
460
+ 15.31%
$107.93 - $120.23 $49.6K - $55.3K
3.46K $407K
FEX
First Tr Large Cap Core Alphde

ETFs
4
+ 0.04%
$94.21 - $104.17 $377 - $417
10.2K $1.07M
AMZN
Amazon Com Inc

Consumer Cyclical
1.06K
+ 5.74%
$161.02 - $200.0 $170K - $211K
19.5K $3.63M
MCO
Moodys Corp

Financial Services
81
+ 14.11%
$421.49 - $494.67 $34.1K - $40.1K
655 $310K
CEG
Constellation Energy Corp

Utilities
2
+ 0.18%
$167.08 - $262.86 $334 - $526
1.11K $289K
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
268
+ 4.68%
$101.72 - $112.94 $27.3K - $30.3K
6K $677K
CL
Colgate Palmolive CO

Consumer Defensive
257
+ 4.63%
$95.54 - $108.77 $24.6K - $28K
5.81K $602K
GD
General Dynamics Corp

Industrials
61
+ 2.0%
$279.51 - $308.09 $17.1K - $18.8K
3.11K $939K
RSG
Republic Services, Inc.

Industrials
178
+ 8.62%
$189.34 - $208.21 $33.7K - $37.1K
2.24K $450K
TMUS
T Mobile Us, Inc.

Communication Services
23
+ 1.6%
$175.14 - $206.36 $4.03K - $4.75K
1.46K $300K
WPC
W. P. Carey Inc.

Real Estate
33
+ 0.54%
$54.63 - $63.96 $1.8K - $2.11K
6.1K $380K
SYK
Stryker Corp

Healthcare
84
+ 12.12%
$315.94 - $371.96 $26.5K - $31.2K
777 $280K
AMAT
Applied Materials Inc

Technology
877
+ 21.98%
$174.88 - $254.97 $153K - $224K
4.87K $983K
BAC
Bank Of America Corp

Financial Services
1.02K
+ 6.65%
$36.65 - $44.13 $37.4K - $45.1K
16.4K $649K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.55%
$233.14 - $263.97 $1.87K - $2.11K
1.46K $382K
PDBC
Invesco Act Mge Et Cmdt Fd Tr

ETFs
4.33K
+ 12.64%
$12.67 - $14.36 $54.9K - $62.2K
38.6K $518K
KMB
Kimberly Clark Corp

Consumer Defensive
138
+ 3.38%
$135.05 - $148.35 $18.6K - $20.5K
4.22K $599K
RDVY
First Trust Rising Dividend Ac

ETFs
23
+ 0.33%
$53.68 - $59.24 $1.23K - $1.36K
7K $414K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
14
+ 0.67%
$125.95 - $142.04 $1.76K - $1.99K
2.12K $300K
QCOM
Qualcomm Inc

Technology
1.05K
+ 20.97%
$156.12 - $209.64 $164K - $220K
6.05K $1.03M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.1%
$255.18 - $283.2 $510 - $566
1.94K $548K
DOW
Dow Inc.

Basic Materials
288
+ 2.95%
$50.15 - $55.41 $14.4K - $16K
10.1K $549K
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
156
+ 1.15%
$22.11 - $24.64 $3.45K - $3.84K
13.8K $335K
TRV
Travelers Companies, Inc.

Financial Services
3
+ 0.3%
$201.87 - $242.35 $606 - $727
992 $232K
FTC
First Tr Lge Cap Growth

ETFs
2
+ 0.06%
$115.51 - $131.45 $231 - $263
3.47K $456K
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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