Kowal Investment Group, LLC New Holdings 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
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
14K
New
$63.74 - $73.47 $893K - $1.03M
14K $1M
IGM
Ishares Expanded Tech Sector E

ETFs
6.4K
New
$84.03 - $98.62 $538K - $632K
6.4K $614K
PLD
Prologis, Inc.

Real Estate
4.3K
New
$111.95 - $132.43 $481K - $569K
4.3K $542K
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
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
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
LHX
L3 Harris Technologies, Inc.

Industrials
970
New
$221.96 - $243.27 $215K - $236K
970 $230K
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
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
LNT
Alliant Energy Corp

Utilities
3.53K
New
$50.74 - $60.74 $179K - $214K
3.53K $214K
XEL
Xcel Energy Inc

Utilities
3.29K
New
$52.11 - $65.3 $172K - $215K
3.29K $214K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
1.71K
New
$111.9 - $124.28 $191K - $212K
1.71K $211K
PANW
Palo Alto Networks Inc

Technology
615
New
$294.18 - $368.01 $181K - $226K
615 $210K
TXN
Texas Instruments Inc

Technology
1.07K
New
$194.6 - $194.6 $207K - $207K
1.07K $207K
Linde PLC
442
New
N/A
442 $0
Ge Healthcare Technologies I
2.54K
New
N/A
2.54K $0
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
Track This Portfolio

Track Kowal Investment Group, LLC Portfolio

Follow Kowal Investment Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kowal Investment Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kowal Investment Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email