Kowal Investment Group, LLC Sells in Q3 2024

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FTCS
First Trust Capital Strength E

ETFs
-576K
- 94.31%
$83.58 - $90.94 $48.1M - $52.4M
34.7K $3.15M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-2.95K
- 1.66%
$169.92 - $205.38 $501K - $605K
175K $33.4M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-23.4K
- 3.55%
$37.45 - $44.25 $877K - $1.04M
637K $27.2M
CVX
Chevron Corp

Energy
-2.23K
- 19.83%
$137.88 - $161.97 $308K - $361K
9.02K $1.33M
MUB
Ishares National Muni Bond ETF

ETFs
-5.32K
- 6.75%
$106.13 - $108.7 $565K - $578K
73.5K $7.98M
CDNS
Cadence Design Systems Inc

Technology
-1.01K
- 53.16%
$246.84 - $321.11 $249K - $324K
890 $241K
VIG
Vanguard Dividend Appreciation

ETFs
-1.65K
- 56.24%
$182.15 - $182.15 $300K - $300K
1.28K $233K
NVDA
Nvidia Corp

Technology
-62
- 0.08%
$98.91 - $134.91 $6.13K - $8.36K
73K $8.87M
GOOG
Alphabet Inc.

Communication Services
-129
- 2.0%
$149.54 - $192.66 $19.3K - $24.9K
6.31K $1.05M
PEP
Pepsico Inc

Consumer Defensive
-735
- 8.66%
$161.9 - $179.3 $119K - $132K
7.75K $1.32M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.45K
- 6.92%
$57.32 - $62.65 $255K - $279K
59.8K $3.73M
AXL
American Axle & Manufacturing Holdings Inc

Consumer Cyclical
-1.05K
- 3.11%
$5.55 - $7.43 $5.83K - $7.8K
32.7K $202K
SWKS
Skyworks Solutions, Inc.

Technology
-14
- 0.4%
$96.22 - $120.68 $1.35K - $1.69K
3.44K $340K
XLE
Energy Sector Spdr

ETFs
-122
- 2.7%
$84.35 - $93.39 $10.3K - $11.4K
4.39K $385K
IVV
Ishares Core S&P 500 ETF

ETFs
-170
- 6.84%
$520.18 - $576.82 $88.4K - $98.1K
2.32K $1.34M
PFE
Pfizer Inc

Healthcare
-1.36K
- 7.22%
$27.7 - $31.39 $37.6K - $42.7K
17.5K $505K
CION
Cion Investment Corp

Financial Services
-1.58K
- 11.32%
$11.55 - $12.46 $18.2K - $19.7K
12.4K $147K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-54
- 3.56%
$434.77 - $502.96 $23.5K - $27.2K
1.46K $713K
CPRT
Copart Inc

Consumer Cyclical
-64
- 1.27%
$49.19 - $55.54 $3.15K - $3.55K
4.99K $261K
FIXD
First Tr ETF Viii Tcw Opportun

ETFs
-1.17K
- 6.09%
$42.87 - $45.76 $50.3K - $53.7K
18.1K $818K
XLK
Technology Sector Spdr

ETFs
-45
- 2.07%
$197.34 - $237.68 $8.88K - $10.7K
2.13K $481K
IYW
Ishares Dj Us Tech ETF

ETFs
-96
- 2.35%
$133.16 - $158.73 $12.8K - $15.2K
3.99K $605K
VEA
Vanguard Ftse Developed Market

ETFs
-602
- 9.18%
$47.6 - $53.31 $28.7K - $32.1K
5.96K $314K
FISV
Fiserv Inc

Technology
-63
- 1.08%
N/A
5.76K $720K
ROK
Rockwell Automation, Inc

Industrials
-5
- 0.51%
$248.27 - $294.37 $1.24K - $1.47K
966 $259K
CSX
Csx Corp

Industrials
-303
- 4.48%
$32.48 - $35.45 $9.84K - $10.7K
6.46K $222K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-149
- 2.83%
$47.95 - $49.61 $7.14K - $7.39K
5.11K $252K
AOR
Ishares Tr Core Growth Allocat

ETFs
-167
- 4.33%
$55.15 - $59.31 $9.21K - $9.9K
3.69K $218K
FNX
First Tr Mid Cap Core Alphadex

ETFs
-462
- 6.69%
$106.85 - $117.19 $49.4K - $54.1K
6.44K $754K
AJG
Arthur J. Gallagher & Co.

Financial Services
-44
- 3.92%
$259.22 - $299.75 $11.4K - $13.2K
1.08K $303K
FAB
First Tr Multi Cap Value Alpha

ETFs
-89
- 2.63%
$77.64 - $85.16 $6.91K - $7.58K
3.3K $278K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.2K
- 5.08%
$517.38 - $573.86 $618K - $686K
22.3K $12.8M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-742
- 1.16%
$23.57 - $24.19 $17.5K - $17.9K
63.4K $1.53M
HBAN
Huntington Bancshares Inc

Financial Services
-160
- 1.52%
$12.84 - $15.15 $2.05K - $2.42K
10.4K $152K
COST
Costco Wholesale Corp

Consumer Defensive
-24
- 2.3%
$801.83 - $917.05 $19.2K - $22K
1.02K $905K
FXL
First Tr Exchange Traded Fd Fi

ETFs
-747
- 1.47%
$122.48 - $142.51 $91.5K - $106K
50.2K $6.95M
CMCSA
Comcast Corp

Communication Services
-134
- 1.36%
$37.33 - $41.78 $5K - $5.6K
9.71K $405K
MUNI
Pimco ETF Tr Inter Mun Bd Acti

ETFs
-168
- 0.48%
$51.78 - $52.98 $8.7K - $8.9K
34.7K $1.84M
PRU
Prudential Financial Inc

Financial Services
-10
- 0.14%
$105.53 - $127.32 $1.06K - $1.27K
7.09K $858K
XOM
Exxon Mobil Corp

Energy
-5
- 0.04%
$109.72 - $119.0 $549 - $595
13.8K $1.62M
NFLX
Netflix Inc

Communication Services
-3
- 0.34%
$598.55 - $722.26 $1.8K - $2.17K
885 $627K
IWR
Ishares Russell Mid Cap ETF

ETFs
-73
- 1.25%
$79.92 - $88.19 $5.83K - $6.44K
5.75K $506K
MA
Mastercard Inc

Financial Services
-2
- 0.3%
$429.6 - $500.99 $859 - $1K
664 $327K
KMI
Kinder Morgan, Inc.

Energy
-172
- 1.01%
$19.72 - $22.22 $3.39K - $3.82K
16.8K $372K
JCI
Johnson Controls International PLC

Industrials
-51
- 1.52%
$65.52 - $77.61 $3.34K - $3.96K
3.31K $257K
GLD
Spdr Gold Trust

ETFs
-1
- 0.08%
$215.56 - $246.98 $216 - $247
1.26K $306K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-9
- 0.48%
$256.4 - $289.78 $2.31K - $2.61K
1.87K $530K
V
Visa Inc.

Financial Services
-99
- 1.82%
$253.74 - $291.56 $25.1K - $28.9K
5.33K $1.47M
KO
Coca Cola CO

Consumer Defensive
-1.28K
- 7.66%
$62.69 - $73.01 $80.2K - $93.4K
15.4K $1.11M
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